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- BenefitsLink® Health Welfare Plans Newsletter for August 22, 2025
However, once the Fifth Circuit issues its ruling, the QPA calculation methodology could drastically change and the plans and issuers should be ready for that eventuality " MORE >>
- Full Time to Part Time - 401 (k) Plans - BenefitsLink Message Boards
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 time prescribed by IRC 410 (a), i e , an employee forever ceases to be able to be a part-time employee (for purposes of the excluded class) once one year of service (for
- W-4R necessary? - BenefitsLink Message Boards
The W-4R may be optional, but I don't think you can just go ahead and do RMDs without informing the participant her rights at some time The W-4P R are good elections in perpetuity until they are changed, so once is good enough So, once someone fills out a form they should be good to go withholding-wise Unless the form doesn't say the election stands for any future RMDs
- Update on Participant Benefit Statements Required by the Pension . . .
Take a participant-directed plan where employees make § 401(k) contributions throughout the year, matching contributions are made quarterly, and profit sharing contributions are made once a year Might there be an obligation to report at least the § 401(k) contributions made during the year with respect to those statements?
- DOL Guidance on Pension Benefit Statements
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 contribution plans to furnish participants and beneficiaries with regular pension benefit statements
- Wolters Kluwers ftwilliam. com Launches New Form 5330 e-Filing . . .
Batch-Prepare: A new Form 5330 template empowers customers to minimize redundant data entry and reduce manual labor by populating multiple forms at once File Securely: Customers can file with confidence using a secure ftwPortal Pro environment that integrates directly with the IRS’ Modernized e-File (MeF) system
- Spouse added FSA, I have HSA, what to do?
Once the FSA is empty, restart the HSA contributions and I can then contribute up to the annual amount I'm also seeing conflicting posts that say FSA coverage applies to the whole year regardless of whether it's spent down so disqualifies HSA contributions for the whole year
- HHS Updates Change Healthcare Cybersecurity Incident FAQs
Once the business associate provides necessary information to the covered entity that a breach has occurred, covered entities have 60 calendar days to ensure that breach notifications are provided to impacted individuals
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