Jul 1, 2011 · First time poster here. I am curious if anyone knows where to find any information about best practices for QDRO procedures related to placing hold on the participant's account. …

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 …

Feb 13, 2012 · Is there any code reference for this "rule" besides break in service and rule of parity? For example, if a participant is eligible for a plan and later becomes part of excludable …

May 25, 2018 · The first paragraph in WIFBR's follow-up is not dealing with allocation conditions; it is the fail-safe mechanism for ensuring that the service-based excluded class ends at the …

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 13, 2023 · Once you determined they have the 1,000 hours in the 12 months what is the plan's entry dates? If it is the 1/1, 7/1 following the person doesn't enter the plan until 1/1/2023 …

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 …

The Department of Labor (DOL) has issued Field Assistance Bulletin 2006-03 (December 20, 2006) to provide guidance on the new requirements for defined benefit and defined …

Sep 7, 2007 · Recordkeeper will not allow a mistake-in-fact distribution of the excess because it happened more that once - in thier opinion that by definition makes it an operation failure. Has …

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 …