Retirement Plans in General

5,751 topics in this forum

1. projected limits

   By Tom Poje, August 13, 2019
   • 0 replies
   • 756 views
   • 
   • Tom Poje
   • August 13, 2019

2. Follow-up to Erroneous 8955-SSA Penalties

   By ESOPMomma, November 16, 2023
   • 3 replies
   • 756 views
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   • Lois Baker
   • November 16, 2023

3. After-tax Contributions

   By Nassau, April 13, 2012
   • 1 reply
   • 756 views
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   • ETA Consulting LLC
   • April 13, 2012

4. PS plan allocation/deduction issues

   By Jakyasar, October 1, 2020
   • 3 replies
   • 755 views
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   • Jakyasar
   • October 5, 2020

5. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

   By Will.I.Am, August 26, 2022
   • 2 replies
   • 755 views
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   • Will.I.Am
   • August 30, 2022

6. Sole Prop, PS Plan, Cont Calculation

   By Basically, January 24, 2024
   • 5 replies
   • 754 views
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   • Georgegip
   • February 14, 2024

7. Top-Heavy, Loan form unrelated rollover source

   By R. Butler, June 30, 2014
   • 1 reply
   • 753 views
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   • Lou S.
   • June 30, 2014

8. after-tax employee contributions more than 1 plan

   By Santo Gold, October 6, 2023
   • 2 replies
   • 752 views
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   • C. B. Zeller
   • October 6, 2023

9. Any correlation for contributions when spouses are involved?

   By Jakyasar, January 5, 2022
   • 1 reply
   • 752 views
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   • CuseFan
   • January 5, 2022

10. Controlled Group

    By Lou S., December 17, 2012
    • 0 replies
    • 752 views
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    • Lou S.
    • December 17, 2012

11. Easy controlled group question

    By Santo Gold, October 14
    • 4 replies
    • 751 views
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    • Santo Gold
    • October 23

12. Do we need to know NOW whether a plan allows a qualified disaster recovery distribution?

    By Peter Gulia, January 15, 2023
    • 1 reply
    • 751 views
    • 
    • CuseFan
    • January 16, 2023

13. Schedule K-1 question

    By Belgarath, February 19, 2024
    • 7 replies
    • 751 views
    • 
    • CuseFan
    • February 19, 2024

14. Is this a reasonable class to put in document as a category exclusion?

    By Jakyasar, July 9, 2021
    • 2 replies
    • 751 views
    • 
    • Jakyasar
    • July 9, 2021

15. TH contributions in a SH match plan

    By Bird, November 14, 2023
    • 8 replies
    • 751 views
    • 
    • austin3515
    • November 16, 2023

16. SMM Requirements as to content

    By Belgarath, January 17, 2019
    • 2 replies
    • 751 views
    • 
    • Belgarath
    • January 17, 2019

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

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

18. Form 5330 - paper filings allowed for 2023

    By justanotheradmin, July 16, 2024
    • 1 reply
    • 750 views
    • 
    • casey72
    • July 16, 2024

19. Key Employee in Association Plan

    By KCA, July 24, 2015
    • 0 replies
    • 749 views
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    • KCA
    • July 24, 2015

20. Foreign Owned Controlled Group

    By Below Ground, January 14, 2016   

    • Surprising new data.
    • 5 replies
    • 749 views
    • 
    • My 2 cents
    • January 15, 2016

21. Fiduciary requirements

    By Belgarath, June 15, 2012
    • 0 replies
    • 749 views
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    • Belgarath
    • June 15, 2012

22. Spousal signature witnessing

    By Jakyasar, October 6, 2020
    • 2 replies
    • 749 views
    • 
    • Jakyasar
    • October 7, 2020

23. Overlapping CG and ASGs?

    By Gilmore, December 9, 2016
    • 1 reply
    • 747 views
    • 
    • John Feldt ERPA CPC QPA
    • December 14, 2016

24. FIS - Relius Indemnification Clauses

    By D.J. Simonetti, December 6, 2019
    • 2 replies
    • 747 views
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    • D.J. Simonetti
    • December 7, 2019

25. Cb/DC combo gateway or not for otherwise excludable employees

    By Jakyasar, August 11, 2023
    • 6 replies
    • 746 views
    • 
    • Jakyasar
    • August 14, 2023

26. COVID-19 related loans

    By Cynchbeast, April 9, 2020
    • 1 reply
    • 746 views
    • 
    • Bird
    • April 10, 2020

27. When is this participant eligible for the CT PS contribution?

    By Pammie57, January 19, 2016
    • 7 replies
    • 746 views
    • 
    • Tom Poje
    • January 20, 2016

28. Leased Employee Question

    By Dougsbpc, February 12, 2017
    • 1 reply
    • 746 views
    • 
    • sklappy584
    • February 15, 2017

29. Affiliated service group?

    By Bird, November 19, 2015
    • 3 replies
    • 746 views
    • 
    • Bird
    • November 20, 2015

30. DOL Audit

    By Belgarath, January 2, 2019
    • 4 replies
    • 746 views
    • 
    • Belgarath
    • January 7, 2019

31. Small s.h. 401(k) going to arbitration, former employee requesting money

    By kwalified, December 13, 2016   

    • Distribution not processed
    • 2 replies
    • 745 views
    • 
    • kwalified
    • December 13, 2016

32. Qualifying a Puerto Rican Plan?

    By Guest bobolink, October 15, 2010
    • 0 replies
    • 745 views
    • 
    • Guest
    • October 15, 2010

33. Disclosure question (# 2,365)

    By BG5150, October 23, 2012
    • 0 replies
    • 745 views
    • 
    • BG5150
    • October 23, 2012

34. Is this 11(g) amendment discriminatory?

    By cathyw, March 5, 2024
    • 2 replies
    • 745 views
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    • cathyw
    • March 5, 2024

35. Multiple schedule c's

    By Jakyasar, March 27, 2022
    • 2 replies
    • 745 views
    • 
    • Mike Preston
    • March 29, 2022

36. Top Heavy Dumb

    By thepensionmaven, June 26, 2019
    • 3 replies
    • 744 views
    • 
    • CuseFan
    • June 27, 2019

37. Another am I controlled group question

    By Jakyasar, August 8, 2024
    • 3 replies
    • 743 views
    • 
    • CuseFan
    • August 9, 2024

38. Potential ASG between Doc and Billing office

    By jmartin, October 18, 2012
    • 0 replies
    • 743 views
    • 
    • jmartin
    • October 18, 2012

39. In Service Distribution of the DC component of a DB Plan

    By Pxhesq, November 29, 2018
    • 5 replies
    • 743 views
    • 
    • C. B. Zeller
    • November 30, 2018

40. Exclusion of Key Employee

    By retpc, July 9, 2018
    • 3 replies
    • 742 views
    • 
    • Larry Starr
    • July 9, 2018

41. Are Rollover Contributions Eligible for an n-plan Roth Rollover?

    By Briandfox, June 12, 2014
    • 1 reply
    • 742 views
    • 
    • masteff
    • June 13, 2014

42. pro rating the SSTWB integration limit in a short year (plan term)

    By AlbanyConsultant, January 24, 2024
    • 2 replies
    • 742 views
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    • AlbanyConsultant
    • January 24, 2024

43. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

    By AlbanyConsultant, August 10, 2016
    • 0 replies
    • 742 views
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    • AlbanyConsultant
    • August 10, 2016

44. Same testing method for 401a4 and 410b?

    By AlbanyConsultant, September 14, 2023
    • 1 reply
    • 741 views
    • 
    • CuseFan
    • September 14, 2023

45. With a transfer of a plan’s assets and liabilities, does the transferor employer risk anything?

    By Peter Gulia, July 6, 2022
    • 5 replies
    • 740 views
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    • rocknrolls2
    • July 7, 2022

46. Joint operating Company 403b

    By bmore1147, March 6, 2018   

    • 403b
    • 3 replies
    • 739 views
    • 
    • Patricia Neal Jensen
    • March 14, 2018

47. Do you know how 2023’s weekends and holidays adjust due dates?

    By Peter Gulia, January 1, 2023
    • 0 replies
    • 739 views
    • 
    • Peter Gulia
    • January 1, 2023

48. PY Begins 12/1--what do I prorate?

    By BG5150, March 30, 2022
    • 8 replies
    • 738 views
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    • BG5150
    • April 7, 2022

49. Too much contribution made in 2013 to 1 participant PS Plan

    By RayJJohnsonJr, August 5, 2016
    • 7 replies
    • 738 views
    • 
    • Belgarath
    • August 19, 2016

50. Distribution from Terminated Plan

    By thepensionmaven, December 29, 2018
    • 3 replies
    • 736 views
    • 
    • Bird
    • December 31, 2018