Retirement Plans in General

5,772 topics in this forum

1. the indexed limits

   By Tom Poje, January 16, 2015
   • 0 replies
   • 820 views
   • 
   • Tom Poje
   • January 16, 2015

2. The latest EPCRS

   By Tom Poje, August 15, 2008
   • 2 replies
   • 932 views
   • 
   • Guest
   • August 15, 2008

3. The Non Rollables

   By Jed Macy, November 3, 2001
   • 0 replies
   • 1.4k views
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   • Jed Macy
   • November 3, 2001

4. The Noninvolved Spouse Exception to Attribution

   By Oh so SIMPLE, May 1, 2011
   • 4 replies
   • 2.7k views
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   • PensionPro
   • May 2, 2011

5. the only stupid question is the one not asked

   By Guest pensiondoc, December 19, 1998
   • 1 reply
   • 1.7k views
   • 
   • QDROphile
   • December 21, 1998

6. The purchased company's plan and coverage

   By AlbanyConsultant, May 9, 2008
   • 1 reply
   • 971 views
   • 
   • Mike Preston
   • May 9, 2008

7. The Secretary asserts fiduciary breaches for failing to "cash out" under-$5,000 accounts

   By Peter Gulia, September 25, 2017   

   • involuntary distribution; fiduciary breach; plan-administration expenses
   • 28 replies
   • 1.8k views
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   • MoJo
   • September 26, 2017

8. The Universal Availability Rule

   By Guest Nabiyah1, September 10, 2001
   • 2 replies
   • 1.5k views
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   • Guest
   • September 12, 2001

9. The Worst Plan Ever

   By Dave401k, April 4, 2019
   • 7 replies
   • 913 views
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   • Below Ground
   • April 9, 2019

10. There's always something...

    By bzorc, December 19, 2023
    • 4 replies
    • 837 views
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    • Lois Baker
    • December 20, 2023

11. Think Tank Says Proposed Pension Changes Would 'Overwhelmingly' Benefi

    By Dave Baker, July 13, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • July 19, 2000

12. third party admin software programs

    By jeanh, January 24, 2018
    • 12 replies
    • 2.8k views
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    • YogaTPA
    • February 28, 2018

13. This group....

    By Cathy from Chicago, September 6, 2007
    • 2 replies
    • 4.4k views
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    • Guest
    • February 18, 2009

14. This is a clarification ?

    By jevd, September 29, 2009
    • 16 replies
    • 1.8k views
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    • jevd
    • September 30, 2009

15. This smells bad.

    By No Name, April 8, 2005
    • 2 replies
    • 1.3k views
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    • david rigby
    • April 8, 2005

16. Three Partners, one wants a 401(k) Plan

    By pjbaer, February 6, 2017   

    • simple plan
    • 401(k) plan
    • 2 replies
    • 613 views
    • 
    • pjbaer
    • February 8, 2017

17. Three Texas Counties Have Already Privatized Social Security

    By joel, December 17, 1998
    • 0 replies
    • 2.3k views
    • 
    • joel
    • December 17, 1998

18. Tiered Profit Sharing - testing?

    By Tinman, June 12, 2020
    • 4 replies
    • 976 views
    • 
    • Larry Starr
    • June 12, 2020

19. Tiered Profit sharing contribution

    By perkinsran, October 31, 2013
    • 9 replies
    • 1.3k views
    • 
    • perkinsran
    • November 1, 2013

20. time frame for filing suit

    By eilano, April 24, 2002
    • 15 replies
    • 2.9k views
    • 
    • pjkoehler
    • April 26, 2002

21. Time limits for IRS audit?

    By Kevin C, December 22, 2010
    • 0 replies
    • 927 views
    • 
    • Kevin C
    • December 22, 2010

22. Timely Mailing Treated as Timely Filing

    By Kevin C, August 31, 2011
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • August 31, 2011

23. Timely Mailing Treated as Timely Filing

    By Kevin C, August 31, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 31, 2011

24. timing for allocating employer contribution

    By Scuba 401, September 15, 2010
    • 7 replies
    • 2k views
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    • TPApril
    • February 10, 2012

25. Timing for Irs Audits of 401k Plans-your experience

    By Floridaattorney, May 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 9, 2013

26. Timing of Amending a Plan

    By Guest ChopperPilot, February 18, 2005
    • 1 reply
    • 1k views
    • 
    • JanetM
    • February 18, 2005

27. Timing of Amendment's Adoption and Effective Dates

    By mming, January 10, 2001
    • 2 replies
    • 1.8k views
    • 
    • mming
    • January 11, 2001

28. Timing of Deductible Employer Contribution Deposit

    By Buckoosier, March 11, 2014
    • 2 replies
    • 893 views
    • 
    • Buckoosier
    • March 12, 2014

29. Timing of deduction

    By ombskid, April 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • masteff
    • April 9, 2008

30. Timing of delivery of SPD

    By BG5150, July 8, 2010
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • July 8, 2010

31. Timing of Deposits

    By Gilmore, September 12, 2019
    • 0 replies
    • 579 views
    • 
    • Gilmore
    • September 12, 2019

32. Timing of Deposits for employer with different fye

    By MarZDoates, April 13, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • April 20, 2005

33. Timing of employer deduction

    By Guest SteveD, July 22, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 22, 2003

34. Timing of Employer Partnership Contributions

    By Guest Janiele, March 26, 2010
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 2010

35. Timing of Excess DB Assets to a DC plan

    By JButtrick, December 4, 2013   

    • termination
    • escrow
    • (and 1 more)

      Tagged with:

      • termination
      • escrow
      • timing
    • 0 replies
    • 1.5k views
    • 
    • JButtrick
    • December 4, 2013

36. Timing of profit sharing contribution deduction for a not-for-profit employer

    By Guest Lisa Stifel, April 5, 2005
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • April 5, 2005

37. Timing of Profit Sharing Contribution/Deductibility

    By Pammie57, February 19, 2016
    • 10 replies
    • 2k views
    • 
    • jpod
    • April 7, 2016

38. timing of profit sharing deposits and filing of corporate return

    By joano, February 18, 2005
    • 9 replies
    • 8.6k views
    • 
    • Guest
    • February 24, 2005

39. Timing of Recognition of Amendments for Valuation Purposes

    By Guest HarveyC, August 30, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 30, 2002

40. Timing of Required Deposit and 415

    By buckaroo, September 5, 2007
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • September 7, 2007

41. Timing of restating a money purchase plan to a ps plan-

    By pbarrett, December 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • December 28, 2001

42. TIN Application Question

    By LMK TPA, April 4, 2024
    • 0 replies
    • 453 views
    • 
    • LMK TPA
    • April 4, 2024

43. TIN obtained before plan is set up

    By Jakyasar, November 20, 2020
    • 4 replies
    • 588 views
    • 
    • Jakyasar
    • November 20, 2020

44. TIN's no longer required?

    By Guest Jim Hunzelman, June 29, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • June 30, 2000

45. Tip income

    By Guest EdShill, July 25, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 25, 2000

46. Tips, Overtime Pay and Payroll for 2025

    By Paul I, August 15, 2025
    • 3 replies
    • 2.6k views
    • 
    • Lois Baker
    • August 18, 2025

47. To Amend or Not to Amend

    By thepensionmaven, July 10, 2023
    • 4 replies
    • 676 views
    • 
    • Dare Johnson
    • July 10, 2023

48. To be or not to be a Controlled Group

    By RatherBeGolfing, January 18, 2017
    • 3 replies
    • 448 views
    • 
    • RatherBeGolfing
    • January 18, 2017

49. To net or not to net?

    By Belgarath, April 5, 2021
    • 2 replies
    • 616 views
    • 
    • Belgarath
    • April 5, 2021

50. to QDIA or not to QDIA

    By Pammie57, November 6, 2015
    • 1 reply
    • 928 views
    • 
    • Lou S.
    • November 6, 2015