Retirement Plans in General

5,750 topics in this forum

1. Profit sharing plan. Beneficiary does not want to take pension contriibution.

   By caryn22359, June 13, 2016
   • 13 replies
   • 3.2k views
   • 
   • Bird
   • June 15, 2016

2. Blaze SSI Proposal System

   By Tinman, October 21, 2009
   • 3 replies
   • 3.2k views
   • 
   • Bill Presson
   • November 4, 2010

3. Integrated top-heavy plan, 1,000 hour/last day employment requirement, 401(a)(4); multiple formula situation because it's top-heavy?

   By R. Butler, October 2, 2003
   • 14 replies
   • 3.2k views
   • 
   • Mike Preston
   • October 13, 2012

4. Work Release Inmates Eligible to participate

   By Guest Boots, April 25, 2008
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • April 25, 2008

5. ERISA 204(h) notice

   By thepensionmaven, June 28, 2002
   • 1 reply
   • 3.2k views
   • 
   • RCK
   • June 28, 2002

6. Can you QDRO an Alternate Payee Account

   By Molgilny89, October 13, 2020
   • 15 replies
   • 3.2k views
   • 
   • FormsRstillmylife
   • October 21, 2020

7. Rule of Parity / BIS Question

   By KCA, May 24, 2012
   • 2 replies
   • 3.2k views
   • 
   • KCA
   • May 24, 2012

8. Controlled group plan splitting to avoid audit

   By Belgarath, June 2, 2015
   • 11 replies
   • 3.2k views
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   • Gadgetfreak
   • June 3, 2015

9. Partial Plan Term--Do Accounts HAVE to be distributed?

   By BG5150, April 14
   • 6 replies
   • 3.2k views
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   • CuseFan
   • April 15

10. How does one decide whether a distribution happened (or didn’t) if neither side has evidence?

    By Peter Gulia, April 24, 2024
    • 4 replies
    • 3.2k views
    • 
    • Belgarath
    • February 26

11. five year break in service

    By Guest nipa, September 21, 2006
    • 8 replies
    • 3.2k views
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    • Effen
    • September 22, 2006

12. Merging Plans

    By Guest scottcal, May 24, 2007
    • 6 replies
    • 3.2k views
    • 
    • Earl
    • December 20, 2007

13. Plan Audit No Longer Required

    By 401kSteve, March 14, 2024
    • 6 replies
    • 3.2k views
    • 
    • Peter Gulia
    • March 22, 2024

14. Collectibles as investments

    By jkharvey, July 11, 2000
    • 7 replies
    • 3.2k views
    • 
    • Bill Berke
    • August 1, 2000

15. Owner Comp Mid-year Plan Termination

    By BG5150, July 23, 2020
    • 27 replies
    • 3.2k views
    • 
    • Larry Starr
    • July 29, 2020

16. Mandatory Employee Contributions under section 401(m)

    By buckaroo, June 17, 2009
    • 10 replies
    • 3.2k views
    • 
    • J Simmons
    • June 18, 2009

17. Money Purchase Formula -> 100% of 401(k) Plan contributions?

    By KJohnson, March 29, 2000
    • 8 replies
    • 3.2k views
    • 
    • KJohnson
    • March 30, 2000

18. Reintroduced pension simplification act

    By Belgarath, June 5, 2013
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • June 6, 2013

19. Affiliated Service Group between hospital and Corporation employing anesthesiologists?

    By Trekker, August 19, 2008
    • 12 replies
    • 3.2k views
    • 
    • Trekker
    • August 22, 2008

20. Age Discrimination

    By Guest dmorrison, September 14, 2000
    • 1 reply
    • 3.2k views
    • 
    • rcline46
    • September 17, 2000

21. Failed 410(b) Test

    By mming, June 10, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 12, 2000

22. Who should be the beneficiary of a life insurance policy in a profit sharing plan

    By katieinny, August 16, 2012
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • August 28, 2012

23. $100,000 Annual Limitation on ISOs under Code Section 422(d)

    By Guest Edward McElroy, February 8, 1999
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • February 22, 1999

24. Union benefits non union ee

    By SheilaD, August 13, 2008
    • 9 replies
    • 3.2k views
    • 
    • SheilaD
    • August 14, 2008

25. Where can I find ERISA?

    By BG5150, March 26
    • 11 replies
    • 3.2k views
    • 
    • Paul I
    • March 31

26. Control Group Brother-sister relationship

    By Stevo-PDX, October 26, 2005
    • 5 replies
    • 3.2k views
    • 
    • Belgarath
    • November 16, 2005

27. Permissive aggregation for coverage testing

    By Belgarath, April 5, 2019
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • April 5, 2019

28. Excluded Stock in Controlled Group Determination

    By Guest lforesz, December 17, 2001
    • 3 replies
    • 3.2k views
    • 
    • jaemmons
    • December 20, 2001

29. Startup DB plan; OK to exclude service prior to the effective date for

    By Guest lisbetf, January 27, 2003
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • February 4, 2003

30. Taking a life insurance policy as a Distribution

    By KateSmithPA, October 9, 2001
    • 14 replies
    • 3.2k views
    • 
    • Guest
    • October 10, 2001

31. How does the 415 limit work with 401a and 457 plans?

    By waid10, March 11, 2020
    • 6 replies
    • 3.2k views
    • 
    • JonC
    • March 16, 2020

32. Forfeiture contributions used to reduce contribution. HELP!

    By Guest EPS, June 15, 2002
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 18, 2002

33. Revisiting combo plan and top heavy issue

    By Jakyasar, May 21
    • 2 replies
    • 3.2k views
    • 
    • Jakyasar
    • May 21

34. Affiliated Service Group

    By 12AX7, September 25, 2006
    • 13 replies
    • 3.2k views
    • 
    • Belgarath
    • September 29, 2006

35. Moody's Monthly Corporate Average Bond Yields

    By Guest SuzanneM, August 28, 2009
    • 1 reply
    • 3.2k views
    • 
    • WDIK
    • August 28, 2009

36. IRS letter regarding partial termination

    By C. B. Zeller, August 10, 2021
    • 24 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 24, 2021

37. TEFRA/DEFRA/REA

    By waid10, December 5, 2005
    • 2 replies
    • 3.2k views
    • 
    • saabraa
    • December 6, 2005

38. Employed On Last Day of Plan Year

    By Guest ElizabethERISA, November 8, 2008
    • 4 replies
    • 3.2k views
    • 
    • Jim Chad
    • November 9, 2008

39. Combined trust for multiple plans of single employer.

    By David MacLennan, May 22, 2001
    • 10 replies
    • 3.2k views
    • 
    • david rigby
    • May 31, 2001

40. U.S. Virgin Islands Retirement plans

    By rcline46, April 30, 2007
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • June 29, 2007

41. Passing 410(b)... does it matter who I include?

    By Basically, March 14
    • 6 replies
    • 3.1k views
    • 
    • Basically
    • March 20

42. Did the Third Circuit get it right in Bennett v. Conrail Matched Savin

    By John A, January 4, 2000
    • 0 replies
    • 3.1k views
    • 
    • John A
    • January 4, 2000

43. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn, August 7
    • 10 replies
    • 3.1k views
    • 
    • truphao
    • August 9

44. Embezzled funds

    By Guest RMPension, October 25, 2006
    • 2 replies
    • 3.1k views
    • 
    • Belgarath
    • October 26, 2006

45. IRC 4972 Mess-ups; accrued salaries to the rescue in some cases, perhaps

    By Guest Enda80, January 20, 2008
    • 1 reply
    • 3.1k views
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    • Mike Preston
    • January 20, 2008

46. False identity of participant

    By Guest BJW, October 22, 2002
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • October 23, 2002

47. Owner excluding union employees from plan

    By Guest Mr. Relaxation, November 5, 2003
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • November 14, 2005

48. 404(c) and brokerage accounts

    By AlbanyConsultant, November 10, 2005
    • 4 replies
    • 3.1k views
    • 
    • Erik Read
    • November 15, 2005

49. Box 13 on Form W-2

    By Guest Tad77, December 20, 2005
    • 1 reply
    • 3.1k views
    • 
    • JanetM
    • December 20, 2005

50. Normal Retirement Age vs Early Retirement Age

    By imchipbrown, November 6, 2014   

    • Normal Retirement Age Early
    • 4 replies
    • 3.1k views
    • 
    • imchipbrown
    • November 7, 2014