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Message Boards Digest

May 19, 2022

Here are the most recently added topics on the BenefitsLink Message Boards:

Jakyasar created a topic in Retirement Plans in General

Combo Plan -- 401(a)(4) Testing -- Component Testing Related

"Census:

HCE1 & HCE2

NHCE1, NHCE2 & NHCE3

CB plan covers HCE1 and NHCE1

401k/PS covers all

In general, I managed to pass annual but due to client's request for the HCE2, things got complicated. 410(b) is not an issue, passing both ratio and ABPT.

Is there a way to test HCE1, NHCE1 & NHCE2 under annual method and HCE2 and NHCE3 under component rule? The reason I'm asking is because neither HCE2 nor NHCE3 are covered under the CB plan."

6 replies so far   |    Click Here to Add a Reply

MeetMeInTheBackdoorRoth created a topic in 401(k) Plans

Any Advice on Converting a PDF of a Sungard Plan Doc to an XML File Without Access to the Original Software or Template?

"Hoping to be able to import this existing document from Sungard into ftwilliam.com. Any ideas are appreciated!"

2 replies so far   |    Click Here to Add a Reply

austin3515 created a topic in 401(k) Plans

Rollover of Traditional IRA including Nondeductible Contributions

"Is there a rule that says that an IRA including nondeductible contributions cannot be rolled over to a 401(k) plan? Ordinarily I would say forget it, but in this case it's the owner who wants to consolidate. If the answer was no, wouldn't that be indicated on this chart? I don't see any mention of any such restriction at https://www.irs.gov/pub/irs-tege/rollover_chart.pdf"

8 replies so far   |    Click Here to Add a Reply

5500sorBust created a topic in Form 5500

ETFs in 401(k) -- Where to Report on the Form 5500?

"If a 401k PS Plan holds an Exchange-Traded Fund (ETF) that is registered with the SEC, should those assets be reported on line 1c(13)?"

1 reply so far   |    Click Here to Add a Reply

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