Get the Message Boards Digest by Email

Message Boards Digest

November 14, 2025

BenefitsLink.com logo
EmployeeBenefitsJobs.com logo

legort69 created a topic in 401(k) Plans

Plan Takeover/Merger: Best Practices for Beneficiary Info

"I apologize if this type of question has been answered previously, i could not locate it. Is it best practice to carryforward Beneficiary data from a prior plan during a Plan Merger or Plan Takeover client, or to require all participants to re-enter their Beneficiaries in their new account?"

1 reply so far   |    Click Here to Add a Reply

Tom Veal created a topic in Distributions and Loans, Other than QDROs

Commercial Locator Services

"A client whose plan is terminating needs to locate the beneficiaries of two deceased participants. One participant has a beneficiary designation on file; the other does not. The employer is located in Pennsylvania. Any recommendations for a commercial locator service?"

2 replies so far   |    Click Here to Add a Reply

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

PBGC Letter Received

"A PBGC-covered plan received the following email from the PBGC:

This letter is to inform you that the [PBGC] was notified that a Reportable Event has happened. According to the information we have received, 'A' Corporation (the 'Plan Sponsor') has failed to make the required minimum contributions.'

[1] Who are they referring to when they say they were notified? Who could have notified them? [2] The minimum required contributions that they are referring to are the possible MRC that would be shown on the 5500 (that were not filed for a few years) or are they referring to the PBGC annual premiums that have not been paid?"

6 replies so far   |    Click Here to Add a Reply

Here are the most recently posted jobs on EmployeeBenefitsJobs.com,® a service of BenefitsLink®

💼

Retirement Plan Administration Consultant  View details

Blue Ridge Associates
Remote

View job as Retirement Plan Administration Consultant for Blue Ridge Associates
💼

ESOP Administration Consultant  View details

Blue Ridge Associates
Remote

View job as ESOP Administration Consultant for Blue Ridge Associates
►View More Jobs

►Post a Job

►Get Instant Job Alerts

► View All Earlier Topics   ► Subscribe to This Message Boards Digest

Unsubscribe  |   Change Email Address

Privacy Policy

Contact Us   |   Advertise Here

Copyright 2025 BenefitsLink.com, Inc. All materials contained in this publication are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of BenefitsLink.com, 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.