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Retirement Plans in General

5,750 topics in this forum

  1. Can a mppp contribution be increased for a part of the plan year?

    By Guest,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  2. $35,000 Limit for DC Plans

    By Guest John Sample,
    • 2 replies
    • 1.5k views

  3. Purchase of paid up whole life insurance with an account balance?

    By Guest,
    • 8 replies
    • 1.8k views
    • Guest
    • Guest

  4. Are different levels of contibution based on years of service permissi

    By Guest,
    • 1 reply
    • 1.5k views

  5. Remove life insurance as investment option?

    By Guest boberlander,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  6. Transfer of stock as a co. contribution???

    By David,
    • 4 replies
    • 1.5k views

  7. Anyone heard of Doc Man?

    By R. Butler,
    • 8 replies
    • 2.7k views
    • Guest
    • Guest

  8. MRD amount when TEFRA election can not be produced - participant says

    By JanetM,
    • 0 replies
    • 1.6k views

  9. Davis Bacon Plans. I need bundled provider

    By Guest brettlopez,
    • 2 replies
    • 1.8k views
    • MR
    • MR

  10. Receivable contributions to include in account balances for Top-Heavy

    By Guest,
    • 6 replies
    • 6.8k views

  11. Questions about removing excess Keogh contributions

    By Guest Barney Byrd,
    • 0 replies
    • 2.8k views
    • Guest
    • Guest

  12. KEOGH Plan information

    By Guest MAP,
    • 6 replies
    • 2.4k views
    • Guest
    • Guest

  13. When changing a vesting schedule, are all these statements true?

    By John A,
    • 0 replies
    • 1.5k views

  14. Definitely Determinable Allocation?

    By jkharvey,
    • 10 replies
    • 2.8k views

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

    By kboyce,
    • 7 replies
    • 3.6k views
    • Guest
    • Guest

  16. Prohibited Transaction Excise Tax

    By Scott,
    • 2 replies
    • 2k views

  17. Contributions for Leased Employees

    By Guest ANNEBV,
    • 1 reply
    • 1.6k views

  18. Is there an exception that is "done all the time" to the gen

    By John A,
    • 1 reply
    • 1.4k views

  19. Question re allocation formula in money purchase plan

    By Guest Gibson,
    • 2 replies
    • 1.7k views

  20. What is the first day of the Plan year? New Plan effective 8/1/00, bu

    By Guest michaelv,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  21. Terminate a plan in phases.

    By david rigby,
    • 1 reply
    • 1.4k views

  22. Volume Submitter Document question

    By imchipbrown,
    • 0 replies
    • 1.2k views

  23. Prohibited transaction 2?

    By k man,
    • 3 replies
    • 1.4k views

  24. Prohibited transaction if employees are allowed to "link" wi

    By KJohnson,
    • 7 replies
    • 1.7k views

  25. Ownership interests of members of an LLC?

    By SMB,
    • 1 reply
    • 1.4k views

  26. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the

    By Guest michaelv,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  27. Can a plan sponsor set up an account inside a target benefit plan to h

    By John A,
    • 6 replies
    • 1.8k views

  28. Employer contributes to profit-sharing plan before year-end; plan has

    By DP,
    • 5 replies
    • 2.1k views

  29. Retirement Plans for Independent Contractors; I understand there are s

    By richard,
    • 9 replies
    • 4.2k views

  30. New DC Plan - lump sum payments

    By richard,
    • 0 replies
    • 1.3k views

  31. Schedule C earnings in year of plan termination.

    By AndyH,
    • 0 replies
    • 1.3k views

  32. Is severance pay included or excluded under each safe-harbor definitio

    By John A,
    • 1 reply
    • 2.6k views
    • Alf
    • Alf

  33. 404 Limit for Profit Sharing - does it include compensation for termin

    By Lynn Campbell,
    • 8 replies
    • 2.9k views
    • Guest
    • Guest

  34. Fiduciary Bond Not required for One-Participant Keogh Plan?

    By Guest SSCARO,
    • 3 replies
    • 2.6k views

  35. Can plan assets be used to pay real estate taxes?

    By John A,
    • 2 replies
    • 1.4k views

  36. Prohibited transaction?

    By k man,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  37. Locating Missing Participants

    By Guest Liz Mikkelson,
    • 4 replies
    • 1.9k views

  38. Cato makes a joke about Social Security, but I'm not laughing.

    By Guest Franklin Evans,
    • 0 replies
    • 2.8k views
    • Guest
    • Guest

  39. Sobering lesson on importance of unambiguous forms for plan participan

    By Dave Baker,
    • 27 replies
    • 4.8k views
    • Guest
    • Guest

  40. May a foreign entity establish a 401(k) plan for its USC employees emp

    By Guest W J Parks,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  41. Vesting required to be shown on annual benefit statement?

    By John A,
    • 4 replies
    • 1.7k views

  42. Can a pre-1987 carryforward be used by a plan other than the plan that

    By John A,
    • 2 replies
    • 1.4k views

  43. LOST PARTICIPANTS

    By Guest elizabeth,
    • 5 replies
    • 2.3k views

  44. Full vesting for spinoff plan participants?

    By Guest Susan Keys,
    • 3 replies
    • 3.4k views

  45. Any actual difference between a 411(d)(6) protected benefit that can b

    By John A,
    • 1 reply
    • 1.6k views

  46. Amendments restricting in-kind distributions: 1) same effective date r

    By John A,
    • 0 replies
    • 1.3k views

  47. key ee in 2 cos., $30,000 in 2 MP plan?

    By Earl,
    • 1 reply
    • 1.4k views

  48. Do we have a controlled group for 2000 if controlled group for part of

    By Guest PAUL DUGAN,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  49. D/B Plan with some D/C Limits under IRC 414(k)(2).

    By Guest wjr,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  50. Can client retroactively amend DC money purchase pension plan?

    By Guest Charles Griffin,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest
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