Retirement Plans in General

5,750 topics in this forum

1. 'Old' Proposed Management Organization ASG Regs

   By Guest gmag00, June 14, 2006
   • 9 replies
   • 5.2k views
   • 
   • Guest
   • September 30, 2014

2. 'Professional Service Agreement' with 501c3 Hospital

   By J Simmons, September 14, 2015
   • 9 replies
   • 1.9k views
   • 
   • J Simmons
   • September 15, 2015

3. "401(a) Plan"???

   By Guest barkley, September 8, 2003
   • 6 replies
   • 2k views
   • 
   • david rigby
   • September 8, 2003

4. "Amended" Prototype: When to file for a determination letter?

   By Scott, January 17, 2007
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 24, 2007

5. "Annual" 401(a)(5) Notices

   By BG5150, August 28, 2012
   • 11 replies
   • 2.6k views
   • 
   • Belgarath
   • August 29, 2012

6. "Bad Boy" clause authority - where is it?

   By kboyce, December 4, 2000
   • 7 replies
   • 3.6k views
   • 
   • Guest
   • December 14, 2000

7. "Buy-Back" of Distributed Benefit

   By Guest CJK, July 27, 2001
   • 1 reply
   • 2.1k views
   • 
   • david shipp
   • July 30, 2001

8. "Controlled group" and coverage (dis-)aggregation

   By AlbanyConsultant, February 15, 2006
   • 0 replies
   • 1.8k views
   • 
   • AlbanyConsultant
   • February 15, 2006

9. "Conversion" of MP plan to a 401(k) PS plan

   By Guest Kelly Igel, July 23, 2001
   • 17 replies
   • 6.2k views
   • 
   • Guest
   • December 11, 2001

10. "Conversion" of Passive Income into Earned Income

    By Guest San Diego Benefits Guy, July 18, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 18, 2007

11. "Difficulty of Care Payments" under IRC 131(c)(1)

    By Belgarath, April 19, 2023
    • 0 replies
    • 502 views
    • 
    • Belgarath
    • April 19, 2023

12. "Dual Eligibility" Issue

    By Guest Jeff Underwood, December 13, 2004
    • 16 replies
    • 2.7k views
    • 
    • rcline46
    • December 21, 2004

13. "Earned Income" of a Partner

    By J Simmons, July 4, 2008
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • July 10, 2008

14. "Excess Earnings" of DB Plans.

    By joel, December 10, 1998
    • 0 replies
    • 2.2k views
    • 
    • joel
    • December 10, 1998

15. "Finder's fee" for referring plans to TPA

    By Guest Sieve, October 19, 2010
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 20, 2010

16. "First Day/Last Day Requirement"

    By Guest Willy, August 1, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2011

17. "grandfathered" insurance?

    By AlbanyConsultant, November 10, 2015
    • 4 replies
    • 1k views
    • 
    • AndyH
    • November 17, 2015

18. "Guild" Plans and Multiple-Plan 415 Limits

    By Guest merlin, May 13, 2002
    • 37 replies
    • 8.7k views
    • 
    • Mike Preston
    • May 21, 2002

19. "It's not always easy for entrepreneurs to find the right retirem

    By Guest BobParks, August 22, 1998
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • August 22, 1998

20. "last day of the Plan Year Ending on or after question"; so if the plan year ended on March 30, 2005, you have only five days?

    By Guest Enda80, November 1, 2008
    • 3 replies
    • 1.1k views
    • 
    • PensionPro
    • November 4, 2008

21. "LEO" Plan??

    By Guest CJK, January 28, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • January 30, 2002

22. "Lost" participants & 401(a)5

    By BG5150, August 30, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 30, 2012

23. "maintained by"

    By BTG, July 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 15, 2010

24. "Minimum Funding Waiver" for Profit Sharing Plan with Fixed Contribution?

    By Übernerd, February 20, 2009
    • 5 replies
    • 2.7k views
    • 
    • SheilaD
    • March 6, 2009

25. "Missing" 401-k funds

    By LiteTouch, September 29, 2021
    • 8 replies
    • 1.6k views
    • 
    • ESOP Guy
    • October 14, 2021

26. "Mistake of fact"

    By Belgarath, September 23, 2021
    • 0 replies
    • 646 views
    • 
    • Belgarath
    • September 23, 2021

27. "Non-trusteed" plan????

    By maverick, February 25, 2002
    • 3 replies
    • 2.2k views
    • 
    • jpod
    • February 25, 2002

28. "Nonvested Participant" definition

    By rosskeene, April 24, 2012
    • 7 replies
    • 3.1k views
    • 
    • Hojo
    • May 16, 2012

29. "Of counsel"--are they employees?

    By Laura Harrington, December 19, 2011
    • 2 replies
    • 1.1k views
    • 
    • jpod
    • December 19, 2011

30. "Omnibus" account for tax withholdings

    By Guest Doug Johnston, October 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 20, 2001

31. "Opt In" Provision for MPPP

    By Guest Chelmer, September 26, 2002
    • 8 replies
    • 1.6k views
    • 
    • jaemmons
    • October 1, 2002

32. "Partial" plan termination

    By thepensionmaven, October 31, 2018
    • 6 replies
    • 1.2k views
    • 
    • thepensionmaven
    • November 5, 2018

33. "Performing services" in ASG analysis

    By J2D2, March 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Lame Duck
    • March 24, 2004

34. "Plan Year Compensation" under 1.401(a)(4)-12 for safe harbor dc plan - inconsistent results

    By AndyH, November 4, 2005
    • 2 replies
    • 2.7k views
    • 
    • AndyH
    • November 4, 2005

35. "Posthumously" amending and restating a retirement plan; hypothetically possible?

    By Guest Enda80, December 25, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 25, 2008

36. "Private" Pension Plans Good Idea or Not?

    By Guest BobParks, September 3, 1998
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • September 12, 1998

37. "Retirement Loan Eraser??!!" - How/what?

    By SFSD, November 16, 2015
    • 12 replies
    • 3k views
    • 
    • MoJo
    • September 27, 2016

38. "Routine" DOL review

    By Belgarath, November 28, 2016
    • 8 replies
    • 1.2k views
    • 
    • Griswold
    • November 29, 2016

39. "Simplified" GUST Determination Letter Procedures

    By davef, July 9, 2001
    • 0 replies
    • 1.4k views
    • 
    • davef
    • July 9, 2001

40. "Special Trustee" responsible for contribution deposits

    By AndrewZ, September 1, 2015
    • 11 replies
    • 4.3k views
    • 
    • Peter Gulia
    • September 4, 2015

41. "Special" PS contribution to specific people

    By Guest TrustMe401k, December 29, 2004
    • 25 replies
    • 5.4k views
    • 
    • Bird
    • January 13, 2005

42. "Spouse is beneficiary"..."Prove it!"

    By AlbanyConsultant, July 18, 2017
    • 30 replies
    • 8.2k views
    • 
    • Belgarath
    • July 21, 2017

43. "Stark" regulations

    By Belgarath, December 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • December 27, 2001

44. "Sunset Clause"

    By Guest gkaley, July 5, 2001
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • July 5, 2001

45. "Trader" income considered as income?

    By BG5150, December 12, 2014
    • 4 replies
    • 1.2k views
    • 
    • amcorson
    • December 17, 2014

46. "Transaction Privelege, Use, and Severance Tax Return - (TPT-EZ)

    By Belgarath, May 8, 2020
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 9, 2020

47. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath, June 19, 2023
    • 13 replies
    • 1.9k views
    • 
    • TPABob
    • June 20, 2023

48. "US Census Data" request

    By Belgarath, June 8, 2016
    • 8 replies
    • 950 views
    • 
    • MoJo
    • June 10, 2016

49. "Valid" extension for contribution deadline

    By Jim Norman, March 15, 2011
    • 2 replies
    • 3.5k views
    • 
    • Belgarath
    • March 15, 2011

50. "Way out there" question re: life insurance in a QP

    By SMB, May 11, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 12, 2005