Message Boards Digest

June 22, 2022

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

Danno805 created a topic in Operating a TPA or Consulting Firm

Looking for Report Generator Software for Paperless Reporting

"We want to start sending our reports electronically. We're looking for a nice software package that will help us create slick reports using the output from ASC, letting us add in some verbiage. Anyone using something commercially available?"

1 reply so far   |    Click Here to Add a Reply

TPApril created a topic in 401(k) Plans

Exclude Zero-Hours-of-Service Employee From Top Heavy Calculation?

"Participant has been working part time for years (under 1,000 hours of service in each year). In the last plan year, the individual worked zero hours, but employment hasn't been formally terminated. My recordkeeping system is excluding this person from the top heavy test, but the account balance is so large that it causes the plan to be top heavy. Could we exclude the participant from the calculation?"

4 replies so far   |    Click Here to Add a Reply

pmacduff created a topic in Form 5500

Plan Sponsor's Name and EIN Were Changed After 2021 Year-End -- What to Put on the Form 5558?

"Plan sponsor's name and EIN (as well as the plan's name) were changed effective 1/1/2021. When preparing the extension for the 2021 plan year, the ftwilliam software is using the old name and EIN (even after I updated them on the ftwilliam website). Can I assume this is the correct way to file the extension and then, when the client files the Form 5500-SF and reports the changed plan sponsor name/EIN/plan name on that, it will line up with the extension that was filed under the old name/EIN? It makes sense to me because the EBSA has no record of the new information until the 5500-SF is actually filed."

1 reply so far   |    Click Here to Add a Reply

Here are the most recently posted jobs on, a service of BenefitsLink:

View job as Retirement Plan Administrator

Retirement Plan Administrator  View details

Hessel & Associates, LLC
Remote / IL

View job as Retirement Plan Relationship Manager

Retirement Plan Relationship Manager  View details

ERISA Services, Inc.
Remote / Loganville GA / Sterrett AL

View job as Defined Benefits (DB) Plan Administrator

Defined Benefits (DB) Plan Administrator  View details

NPPG (National Professional Planning Group, Inc.)
Remote / Owings Mills MD

View job as Retirement Plan Services Manager

Retirement Plan Services Manager  View details

Alerus Financial

►View More Jobs

►Post a Job

►Get Instant Job Alerts, Inc.
56 Creeksong Road
Whittier NC 28789
(407) 644-4146

Lois Baker, J.D., President
David Rhett Baker, J.D., Editor and Publisher
Holly Horton, Business Manager

Copyright 2022, Inc. All materials contained in this mailing are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of, Inc., or in the case of third party materials, the owner of those materials. You may not alter or remove any trademark, copyright or other notices from copies of the content.

Links to web sites other than and are offered as a service to our readers; we were not involved in their production and are not responsible for their content.

Unsubscribe | Privacy Policy