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Retirement Plans in General

5,761 topics in this forum

  1. 1099-R question: How do you handle Copies D, 1 and 2 (mail all of them

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  2. If a plan is amended to a short plan year, must the amendment be signe

    By MR,
    • 1 reply
    • 1.4k views

  3. YOS for vesting when employee terminates before the end of the computa

    By Richard Anderson,
    • 5 replies
    • 2.8k views

  4. 457K withdrawal

    By Guest km8303,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  5. Timing of Amendment's Adoption and Effective Dates

    By mming,
    • 2 replies
    • 1.8k views

  6. Rules that govern Money Purchase Plans

    By Guest kjvilla,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  7. When 415 excesses are returned, is a 5330 required?

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  8. Year End Checklist

    By R. Butler,
    • 2 replies
    • 1.6k views

  9. SOCIAL SECURITY REPLACEMENT PLAN

    By Guest BTCISP1969,
    • 0 replies
    • 2.9k views
    • Guest
    • Guest

  10. what if my company b(company b bought my company a) files for bankrupt

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

  11. Forfeiture allocations to former employees

    By davef,
    • 4 replies
    • 1.9k views

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

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

  13. $35,000 Limit for DC Plans

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

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

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

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

    By Guest,
    • 1 reply
    • 1.5k views

  16. Remove life insurance as investment option?

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

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

    By David,
    • 4 replies
    • 1.6k views

  18. Anyone heard of Doc Man?

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

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

    By JanetM,
    • 0 replies
    • 1.6k views

  20. Davis Bacon Plans. I need bundled provider

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

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

    By Guest,
    • 6 replies
    • 6.9k views

  22. Questions about removing excess Keogh contributions

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

  23. KEOGH Plan information

    By Guest MAP,
    • 6 replies
    • 2.5k views
    • Guest
    • Guest

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

    By John A,
    • 0 replies
    • 1.5k views

  25. Definitely Determinable Allocation?

    By jkharvey,
    • 10 replies
    • 2.8k views

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

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

  27. Prohibited Transaction Excise Tax

    By Scott,
    • 2 replies
    • 2k views

  28. Contributions for Leased Employees

    By Guest ANNEBV,
    • 1 reply
    • 1.6k views

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

    By John A,
    • 1 reply
    • 1.4k views

  30. Question re allocation formula in money purchase plan

    By Guest Gibson,
    • 2 replies
    • 1.7k views

  31. 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

  32. Terminate a plan in phases.

    By david rigby,
    • 1 reply
    • 1.4k views

  33. Volume Submitter Document question

    By imchipbrown,
    • 0 replies
    • 1.2k views

  34. Prohibited transaction 2?

    By k man,
    • 3 replies
    • 1.4k views

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

    By KJohnson,
    • 7 replies
    • 1.7k views

  36. Ownership interests of members of an LLC?

    By SMB,
    • 1 reply
    • 1.4k views

  37. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the

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

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

    By John A,
    • 6 replies
    • 1.8k views

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

    By DP,
    • 5 replies
    • 2.2k views

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

    By richard,
    • 9 replies
    • 4.3k views

  41. New DC Plan - lump sum payments

    By richard,
    • 0 replies
    • 1.3k views

  42. Schedule C earnings in year of plan termination.

    By AndyH,
    • 0 replies
    • 1.3k views

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

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

  44. 404 Limit for Profit Sharing - does it include compensation for termin

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

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

    By Guest SSCARO,
    • 3 replies
    • 2.6k views

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

    By John A,
    • 2 replies
    • 1.4k views

  47. Prohibited transaction?

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

  48. Locating Missing Participants

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

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

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

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

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