Retirement Plans in General

5,753 topics in this forum

1. Affiliated Service Group - A-org, B-org

   By MGOAdmin, November 17, 2015   

   • ASG
   • B-Org
   • (and 2 more)

     Tagged with:

     • ASG
     • B-Org
     • controlled
     • affiliated service group
   • 0 replies
   • 940 views
   • 
   • MGOAdmin
   • November 17, 2015

2. Hurricane Irma - Client concerns

   By rblum50, September 13, 2017   

   • designated disaster county and loan/hardship distributions
   • 0 replies
   • 366 views
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   • rblum50
   • September 13, 2017

3. Form 5500

   By Guest ak, October 13, 1999
   • 0 replies
   • 1.5k views
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   • Guest
   • October 13, 1999

4. SOCIAL SECURITY REPLACEMENT PLAN

   By Guest BTCISP1969, January 5, 2001
   • 0 replies
   • 2.9k views
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   • Guest
   • January 5, 2001

5. Controlled group attribution

   By Belgarath, May 15, 2003
   • 0 replies
   • 1.3k views
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   • Belgarath
   • May 15, 2003

6. Updated Section 402(f) Notice

   By Guest Dave Peckham, April 23, 2008
   • 0 replies
   • 1.5k views
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   • Guest
   • April 23, 2008

7. ASG analysis - part of "start-up costs" for credit?

   By AlbanyConsultant, November 18, 2020
   • 0 replies
   • 323 views
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   • AlbanyConsultant
   • November 18, 2020

8. Deferred Retirement Option Plan "DROP"

   By Felicia, January 26, 2001
   • 0 replies
   • 1.4k views
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   • Felicia
   • January 26, 2001

9. Predecessor Organization

   By KateSmithPA, August 6, 2001
   • 0 replies
   • 1.9k views
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   • KateSmithPA
   • August 6, 2001

10. Determination Request for Collectively-Bargained Plan

    By Guest Fred Benefits, September 17, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • September 17, 2001

11. Does $145,000 inflation-adjust to $150,000?

    By Peter Gulia, October 25
    • 0 replies
    • 578 views
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    • Peter Gulia
    • October 25

12. compensation

    By Guest lip, March 6, 2009
    • 0 replies
    • 777 views
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    • Guest
    • March 6, 2009

13. Controlled Group

    By Guest naveen, February 15, 2011
    • 0 replies
    • 772 views
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    • Guest
    • February 15, 2011

14. in-service distributions in MP Plan

    By EGB, October 18, 1999
    • 0 replies
    • 1.4k views
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    • EGB
    • October 18, 1999

15. Affiliated Service Group

    By Guest tcallow, May 15, 2003
    • 0 replies
    • 917 views
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    • Guest
    • May 15, 2003

16. Another Controlled Group Issue

    By dmb, June 4, 2004
    • 0 replies
    • 1.1k views
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    • dmb
    • June 4, 2004

17. 415 amounts calculated incorrectly

    By Guest Lisak, February 26, 2008
    • 0 replies
    • 790 views
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    • Guest
    • February 26, 2008

18. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 0 replies
    • 1.4k views
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    • Guest
    • January 13, 2011

19. Potential ASG between Doc and Billing office

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

20. Privatizations and Pensions

    By Guest Southern FA, April 30, 2010
    • 0 replies
    • 717 views
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    • Guest
    • April 30, 2010

21. New MultiEmloyer Vesting Rules - Impact on W/drawal Liability

    By Guest David Danziger, December 2, 1998
    • 0 replies
    • 1.5k views
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    • Guest
    • December 2, 1998

22. Deduction of missed top heavy contribution for 1998 and 1999

    By eilano, May 11, 2001
    • 0 replies
    • 1.5k views
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    • eilano
    • May 11, 2001

23. Plan Documents

    By pbarrett, August 28, 2001
    • 0 replies
    • 1.3k views
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    • pbarrett
    • August 28, 2001

24. Affiliated Service Group?

    By Guest JBeck, March 26, 2004
    • 0 replies
    • 946 views
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    • Guest
    • March 26, 2004

25. Top Heavy & Multiple Employer Plan

    By dcoderre, April 5, 2003
    • 0 replies
    • 1.3k views
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    • dcoderre
    • April 5, 2003

26. Voluntary Contributions to DB Plans

    By Guest rocnrols2, June 25, 2003
    • 0 replies
    • 871 views
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    • Guest
    • June 25, 2003

27. Davis Bacon Plan

    By Guest Edward McElroy, December 5, 1998
    • 0 replies
    • 1.6k views
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    • Guest
    • December 5, 1998

28. Hurricane Relief for Qualified Plans

    By jevd, September 15, 2005
    • 0 replies
    • 1.1k views
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    • jevd
    • September 15, 2005

29. late profit sharing contribution deposits

    By eilano, October 30, 2002
    • 0 replies
    • 1.7k views
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    • eilano
    • October 30, 2002

30. Multi Employer DB Plan - When do you start calculating break in service?

    By Guest fcdeacy, November 9, 2004
    • 0 replies
    • 1k views
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    • Guest
    • November 9, 2004

31. How to get sued and fined $200,000 bu IRS

    By Guest lawallach, May 21, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • May 21, 2009

32. Successor Plan with new partnership

    By Kattdogg12, December 28, 2023
    • 0 replies
    • 715 views
    • 
    • Kattdogg12
    • December 28, 2023

33. SCAM - this is a link to a topic on the 401k board

    By Erik Read, February 7, 2002
    • 0 replies
    • 1.4k views
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    • Erik Read
    • February 7, 2002

34. Remedial Amendment Period

    By Guest Robert F. Elgidely, March 15, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • March 15, 2000

35. New QJSA/QPSA requirements for a defined contribution plan.

    By FundeK, December 31, 2003
    • 0 replies
    • 1.1k views
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    • FundeK
    • December 31, 2003

36. Subsequent change in compensation

    By ombskid, June 22, 2009
    • 0 replies
    • 904 views
    • 
    • ombskid
    • June 22, 2009

37. Determination of benefits data/records - Retention

    By Nassau, May 31, 2011
    • 0 replies
    • 885 views
    • 
    • Nassau
    • May 31, 2011

38. 401(a)(17) limit for quarterly allocations

    By Medusa, July 18, 2001
    • 0 replies
    • 1.3k views
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    • Medusa
    • July 18, 2001

39. qualifying trusts

    By Guest sabecker, March 25, 2002
    • 0 replies
    • 1.3k views
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    • Guest
    • March 25, 2002

40. Nondiscrim Testing - Timing Question

    By Guest HarveyC, July 19, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • July 19, 2002

41. Limits as Indexed by COLA

    By Tom Poje, May 16, 2003
    • 0 replies
    • 961 views
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    • Tom Poje
    • May 16, 2003

42. Discontinue a RMD

    By Fisher, November 14, 2007
    • 0 replies
    • 1k views
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    • Fisher
    • November 14, 2007

43. Text of 60-Day Extension of Applicability Date for Final DOL Fiduciary Rule and Related Class Exemptions

    By Dave Baker, April 4, 2017
    • 0 replies
    • 425 views
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    • Dave Baker
    • April 4, 2017

44. Keogh plan and 401(k)

    By Guest Trirod, December 12, 2001
    • 0 replies
    • 1.8k views
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    • Guest
    • December 12, 2001

45. Benefits Provided By Builders

    By david rigby, October 29, 1999
    • 0 replies
    • 1.3k views
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    • david rigby
    • October 29, 1999

46. Sole Prop. w/ Sep and also participant in LLC plan where he is 1/3 par

    By Guest cascigm, September 5, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • September 5, 2000

47. Limitation Year For DB/DC Combo

    By mming, December 19, 2007
    • 0 replies
    • 1.5k views
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    • mming
    • December 19, 2007

48. 15-Day Notice Regs Issued

    By Dave Baker, December 15, 1998
    • 0 replies
    • 1.7k views
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    • Dave Baker
    • December 15, 1998

49. Asking about retirement plan vendor

    By Bob the Swimmer, October 26, 2023
    • 0 replies
    • 360 views
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    • Bob the Swimmer
    • October 26, 2023

50. Controlled group - attribution of stock owned by trust to individual b

    By Guest Mary Mlock, November 1, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 1, 2000