Message Boards Digest

March 14, 2023

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

M Norton created a topic in Distributions and Loans, Other than QDROs

Looking for Example of Written Policy or Procedures for In-Service Distribution from 401(k) Pooled Account

"FtWilliam plan document -- adoption agreement allows inservice distributions for participants age 59-1/2 and fully vested. Employee with 20+ years service wants to go part-time and take inservice. Plan assets are held in pooled account. Looking for example of procedure that spells out limitations and ordering rules. Any advice appreciated!"

1 reply so far   |    Click Here to Add a Reply

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thepensionmaven created a topic in 401(k) Plans

Safe-Harbor 401(k) for Partnership

"Recently took over a safe harbor 401K with 5 partners, no NHCEs, each in his own grouping for allocation purposes. One of the partners wishes to contribute $0 and we were told by the previous TPA that if the partner did not contribute, he is not considered part of the plan and therefore could not have a contribution allocation of $0??"

3 replies so far   |    Click Here to Add a Reply

Cloudy created a topic in Defined Benefit Plans, Including Cash Balance

PBGC Coverage for This Plan?

"CB plan covers only husband, wife, 22 year old daughter. Is this plan covered by the PBGC?"

7 replies so far   |    Click Here to Add a Reply

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