Retirement Plans in General

5,772 topics in this forum

1. Start-up Costs - Employer Contribution Credit - Cash or accrual based employer contributions

   By Kris G, February 25, 2024
   • 0 replies
   • 504 views
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   • Kris G
   • February 25, 2024

2. start-up credit

   By Santo Gold, October 21, 2010
   • 0 replies
   • 819 views
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   • Santo Gold
   • October 21, 2010

3. Starting 401k plan with an existing DB Plan

   By coleboy, August 28, 2018
   • 3 replies
   • 526 views
   • 
   • Tom Poje
   • August 29, 2018

4. starting a new plan with PPP money?

   By AlbanyConsultant, June 3, 2020
   • 13 replies
   • 1.7k views
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   • Larry Starr
   • June 8, 2020

5. Starting a Pension Consulting Business

   By Guest AJM 34, August 12, 2007
   • 0 replies
   • 2.6k views
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   • Guest
   • August 12, 2007

6. Startup Auto Enroll Tax Credit - Owner and Spouse Only Plan

   By Pensions2020, May 23, 2023
   • 6 replies
   • 1.2k views
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   • Peter Gulia
   • May 24, 2023

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

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

8. Startup software company looking for realistic stock % for employees.

   By Guest grizzled, January 20, 2000
   • 1 reply
   • 2.5k views
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   • Guest
   • February 3, 2007

9. State escheat laws - pre-empted by ERISA?

   By My 2 cents, July 14, 2015
   • 23 replies
   • 6.3k views
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   • My 2 cents
   • May 24, 2016

10. State extension for partnership plan

    By Bird, April 11, 2016
    • 4 replies
    • 618 views
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    • Belgarath
    • April 12, 2016

11. State income taxes on retirement plan participants due to amending the

    By Dave Baker, December 7, 2001
    • 3 replies
    • 2.1k views
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    • Erik Read
    • December 10, 2001

12. State needs to receive 5500?

    By Dennis Povloski, April 3, 2008
    • 2 replies
    • 920 views
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    • Dennis Povloski
    • April 3, 2008

13. State Pension Plan

    By SaraJames, August 10, 2021   

    • pension
    • 1 reply
    • 648 views
    • 
    • MoJo
    • August 11, 2021

14. State play-or-pay laws to urge employers to facilitate retirement savings

    By Peter Gulia, December 29, 2015
    • 2 replies
    • 762 views
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    • Peter Gulia
    • December 30, 2015

15. State Seizure of Plan Assets

    By Randy Watson, May 27, 2010
    • 5 replies
    • 1.3k views
    • 
    • Ron Snyder
    • May 29, 2010

16. State Tax Withholding

    By david rigby, October 17, 2001
    • 1 reply
    • 1.5k views
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    • AndyH
    • October 17, 2001

17. State Tax Withholding

    By Archimage, July 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 29, 2004

18. Statement of Statutory Accounting Principles #8

    By Guest meggie, April 26, 2001
    • 1 reply
    • 1.7k views
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    • Guest
    • February 27, 2002

19. States set policy, too.

    By Guest Franklin Evans, December 3, 1998
    • 1 reply
    • 2.4k views
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    • joel
    • December 9, 1998

20. Statistical Request

    By Guest Paul Vickers, October 25, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 6, 2000

21. Status of Fee Disclosure Regs

    By Laura Harrington, April 27, 2009
    • 1 reply
    • 1.5k views
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    • TPApril
    • April 22, 2011

22. status of in-service transfer balances when going public

    By Guest kimble46, June 30, 2009
    • 3 replies
    • 1.8k views
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    • rcline46
    • July 1, 2009

23. Status of IRS determination letter processing?

    By jstorch, September 23, 2008
    • 11 replies
    • 2.6k views
    • 
    • jstorch
    • September 25, 2008

24. Statute of Limitations on 415 violations?

    By Guest Charlie Miller, December 15, 1999
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • December 20, 1999

25. Statute of limitations on plan audits

    By SoCalActuary, September 27, 2016   

    • audit
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 28, 2016

26. Statutory Employee

    By J Simmons, April 4, 2009
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • April 5, 2009

27. Statutory Employee - exclude from the 401k plan?

    By Santo Gold, April 4, 2024
    • 3 replies
    • 701 views
    • 
    • Santo Gold
    • April 4, 2024

28. Statutory employee issue

    By Guest brewbren, March 14, 2001
    • 2 replies
    • 7.3k views
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    • David MacLennan
    • March 25, 2001

29. Statutory Employees

    By Guest merlin, September 6, 2002
    • 4 replies
    • 2.2k views
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    • mbozek
    • September 6, 2002

30. Statutory Exclusions

    By Guest RS Vatalaro, June 30, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • July 12, 1999

31. Steep Penalty

    By SSRRS, February 17, 2022
    • 16 replies
    • 2k views
    • 
    • ESOP Guy
    • February 18, 2022

32. Step-Child of Owner: HCE or NHCE?

    By John Feldt ERPA CPC QPA, December 6, 2010
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • December 7, 2010

33. Still a Non-ERISA plan?

    By J Simmons, November 21, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2008

34. Stock Attribution and Controlled Group Determination

    By Guest EMM118, February 16, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 16, 2006

35. Stock Sale vs. Asset Sale

    By Guest HarveyC, October 15, 2002
    • 4 replies
    • 4k views
    • 
    • Kirk Maldonado
    • October 21, 2002

36. Stock valuation

    By Guest slt, August 22, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • August 22, 2001

37. Strange question - overcontribution to non=profit Money Purchase

    By Belgarath, March 21, 2016
    • 0 replies
    • 591 views
    • 
    • Belgarath
    • March 21, 2016

38. Strat-SD -- What is this?

    By Archimage, October 11, 2004
    • 3 replies
    • 1.2k views
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    • Guest
    • October 11, 2004

39. Strategic Sale of Overfunded DB Plan

    By Guest billyj, December 28, 2011
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • March 16, 2012

40. sub s as comp

    By ombskid, August 2, 2013
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • August 2, 2013

41. Sub S shareholder "wages"

    By thepensionmaven, April 11, 2018
    • 15 replies
    • 4.3k views
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    • BG5150
    • April 13, 2018

42. Sub- S "bonus" used for contribution

    By thepensionmaven, December 1, 2001
    • 0 replies
    • 1.3k views
    • 
    • thepensionmaven
    • December 1, 2001

43. subchapter S corps and compensation

    By eilano, May 20, 2002
    • 7 replies
    • 2k views
    • 
    • actuarysmith
    • May 22, 2002

44. Subject to FICA

    By Santo Gold, April 28, 2022
    • 12 replies
    • 5.6k views
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    • Peter Gulia
    • May 3, 2022

45. Submission deadline

    By Trekker, January 9, 2007
    • 4 replies
    • 1.5k views
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    • Trekker
    • January 11, 2007

46. Submission for Determination - problem

    By Guest ElKH, June 13, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 27, 2003

47. Submission of Vol. Submitter Adopter

    By chris, November 30, 2005
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • November 30, 2005

48. Subsequent change in compensation

    By ombskid, June 22, 2009
    • 0 replies
    • 913 views
    • 
    • ombskid
    • June 22, 2009

49. substantial and recurring contributions

    By Scuba 401, March 16, 2018
    • 11 replies
    • 2.7k views
    • 
    • Belgarath
    • November 24, 2020

50. Substantially Equal Payments - Multiple Plans

    By Guest Kyle Stratton, May 5, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 5, 1999