Message Boards Digest

October 6, 2022

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

Coleboy1 created a topic in 401(k) Plans

Allow a Rollover Into Plan by Participant Who Now Is In Excluded Class of Employees (Per Diem)?

"Plan excludes per diem employees. A per diem employee who used to be a regular employee and was eligible to contribute wants to roll money over into the plan. Is she allowed to roll money into the plan because she is technically no longer an eligible employee?"

6 replies so far   |    Click Here to Add a Reply

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metsfan026 created a topic in 401(k) Plans

Client Didn't Tell Us About His Sole Ownership of Other Companies

"If a client failed to divulge that they own multiple companies (they are unrelated, but he is the 100% owner of all of the corporations) and it's not discovered that it should've been a controlled group, what are the ramifications? Is there any back correction that is needed?"

1 reply so far   |    Click Here to Add a Reply

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