Retirement Plans in General

5,781 topics in this forum

1. Vesting on 403(b) match when made to Church Retirement Plan.

   By Guest tonjer, October 29, 2002
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   • Guest
   • October 29, 2002

2. Prior ASPA IRS/DOL Question Submissions

   By FundeK, September 23, 2004
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   • FundeK
   • September 23, 2004

3. Administration Forms

   By Guest darkhorse11, March 16, 2006
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   • Guest
   • March 16, 2006

4. Amending plan for EGTRRA, GUST, 401(a)(9) and 401(a)(31); what circumstances allow one to go beyond the usual due dates for execution and what serve

   By Guest Enda80, November 1, 2008
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   • Guest
   • November 1, 2008

5. Service Contract Act

   By perkinsran, March 10, 2011
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   • perkinsran
   • March 10, 2011

6. Related Employers?

   By Dennis Povloski, January 6, 2010
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   • Dennis Povloski
   • January 6, 2010

7. Controlled Group/Common Control 5% Attribution Threshold

   By Christine Roberts, October 13, 2012
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   • Christine Roberts
   • October 13, 2012

8. Sample Letter to Terminated Employees <5000

   By wmyer, March 23, 2001
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   • wmyer
   • March 23, 2001

9. 415 regs

   By Tom Poje, April 16, 2007
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   • Tom Poje
   • April 16, 2007

10. IRS Audit Triggers

    By Young Curmudgeon, February 22, 2008
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    • Young Curmudgeon
    • February 22, 2008

11. 5330 for deferrals with a negative K-1... for 2014

    By AlbanyConsultant, August 24, 2016
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    • AlbanyConsultant
    • August 24, 2016

12. Hours of Service for Eligibility

    By mming, February 17, 2006
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    • mming
    • February 17, 2006

13. Direct deposit of pension payments

    By JWK, July 20, 2010
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    • JWK
    • July 20, 2010

14. Separate plans for an affiliated service group

    By Rai401k, June 3, 2015
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    • Rai401k
    • June 3, 2015

15. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker, October 19, 2017
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    • 508 views
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    • Lois Baker
    • October 19, 2017

16. Change in Contributiion Formula--Money Purchase Plan

    By KJohnson, September 22, 1999
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    • KJohnson
    • September 22, 1999

17. Prohibited Transaction: Can 4975(a) tax be reduced

    By Jeff Kirtner, November 28, 2022
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    • Jeff Kirtner
    • November 28, 2022

18. ASG - data request?

    By AlbanyConsultant, December 20, 2016
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    • AlbanyConsultant
    • December 20, 2016

19. LLC as partner and disregarded entity

    By cathyw, September 11, 2017
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    • cathyw
    • September 11, 2017

20. fidelity bond provision

    By Guest rhp, January 24, 2001
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    • Guest
    • January 24, 2001

21. Coverage Testing and the ABT when employer has DC and DB plans

    By buckaroo, November 26, 2008
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    • buckaroo
    • November 26, 2008

22. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus, June 22, 2010
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    • Guest
    • June 22, 2010

23. Fee "Reasonableness"

    By DMcGovern, July 24, 2012
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    • DMcGovern
    • July 24, 2012

24. Fee disclosures

    By B21, June 7, 2012
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    • B21
    • June 7, 2012

25. Senate kills automatic-enrollment IRA programs established by municipalities

    By RatherBeGolfing, March 30, 2017
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    • RatherBeGolfing
    • March 30, 2017

26. DB Plan/LTD Participants/Freeze of Accrual

    By Guest jgferrei, November 13, 1998
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    • Guest
    • November 13, 1998

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

    By Guest Franklin Evans, November 20, 2000
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    • Guest
    • November 20, 2000

28. Qualifying plan assets

    By Guest kdp, October 30, 2002
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    • Guest
    • October 30, 2002

29. Partner Always an "Employer" In Regards to Plan?

    By Christine Roberts, February 9, 2004
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    • 849 views
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    • Christine Roberts
    • February 9, 2004

30. Tax on Prohibited Transactions

    By Guest Hartnett123, June 3, 2004
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    • Guest
    • June 3, 2004

31. Top Heavy Vesting

    By mming, October 16, 2012
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    • mming
    • October 16, 2012

32. DOMA notices

    By Cynchbeast, December 24, 2013
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    • Cynchbeast
    • December 24, 2013

33. ERISA Party-in-Interest ?

    By PPACA Cat, March 2, 2016
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    • PPACA Cat
    • March 2, 2016

34. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal, March 24, 2023
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    • 574 views
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    • mal
    • March 24, 2023

35. Single Member LLC

    By SMB, November 8, 2006
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    • SMB
    • November 8, 2006

36. Schedule Q (Form 5300) Line/Demo 7

    By dmb, January 7, 2010
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    • dmb
    • January 7, 2010

37. Any requirement to change vesting period when plan year changes

    By John A, September 28, 1999
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    • John A
    • September 28, 1999

38. RMD Question

    By Madison71, April 29, 2010
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    • 836 views
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    • Madison71
    • April 29, 2010

39. Waiver of 60-Day Rollover Requirement

    By spiritrider, August 25, 2016
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    • 453 views
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    • spiritrider
    • August 25, 2016

40. User fees

    By david rigby, December 10, 2001
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    • david rigby
    • December 10, 2001

41. Benchmark Earnings Rate for Micro Plan with Trustee Making Investment Decsions

    By Oh so SIMPLE, December 3, 2012
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    • Oh so SIMPLE
    • December 3, 2012

42. Offshore Investments for Retirement & Savings Plans

    By Guest Ann Clinton, April 8, 2002
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    • Guest
    • April 8, 2002

43. Qualifying a Puerto Rican Plan?

    By Guest bobolink, October 15, 2010
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    • Guest
    • October 15, 2010

44. Estimated Indexed Limits for 2000?

    By Alf, September 30, 1999
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    • Alf
    • September 30, 1999

45. 2009 covered comp

    By Tom Poje, December 22, 2008
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    • Tom Poje
    • December 22, 2008

46. Participant fee disclosures

    By Guest Jennyb473, April 24, 2012
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    • 850 views
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    • Guest
    • April 24, 2012

47. BANKRUPTCY--PLAN BENEFITS

    By Guest JROSSITTER, November 21, 1998
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    • Guest
    • November 21, 1998

48. Reporting and withholding re: pension annuity overpayment due to late death notification

    By LABenefits, September 4, 2025
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    • LABenefits
    • September 4, 2025

49. Custom Benefit Plan?

    By Guest 10graham43, June 27, 2005
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    • Guest
    • June 27, 2005

50. exceeding 415 limit and plan doc language

    By Tom Poje, December 22, 2008
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    • 876 views
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    • Tom Poje
    • December 22, 2008