Feb 13, 2012 · Once eligible always eligible "rule" By Guest JMH1962 February 13, 2012 in 401(k) Plans. Recommended Posts

Sep 15, 2018 · See "Once In, Always In - Q2" (about 36 minutes in, and be selected directly from indexing list) Once eligible to defer, the future actual hours worked are never taken into …

Oct 29, 2009 · I would very much appreciate if someone knowledgeable about qualified retirement plans could please comment whether an owner-employee Profit Sharing Plan (PSP) with 4 …

Jul 1, 2011 · The legislative history for the bill that created QDROs states that the plan administrator can freeze the account for a reasonable amount of time once the PA receives …

Oct 31, 2024 · Does the “once in, always in” concept applicable to eligibility for elective deferrals also apply to eligibility for employer contributions, and if so, what is the legal authority requiring …

Administrators of DB plans only have to furnish Statements once every three years, so the first Statement generally would be due for the 2009 plan year. However, if the plan wants to send …

Apr 19, 2019 · Once you solve if these people are in an excluded class or not it solves all your questions. It might add the problem the plan struggles to pass coverage but that is a future …

Oct 11, 2016 · Folks can anyone point me to clear defining regulations that say a maximum amount of a new loan request has to be determined by reducing the maximum permitted loan …

Sep 7, 2007 · However internally the plan sponsor kept making deposits to the participants account over several payroll periods resulting in 22,000 in deferrals deposited. Recordkeeper …

Jul 20, 2022 · Makes me nervous to not file. Do people skip a year if the plan's assets don't exceed $250,000? Or is it recommended/you recommend to the client to keep filing? OR by …