Retirement Plans in General

5,781 topics in this forum

1. Another Question for Multiple Employer Plans - to go along with earlier post

   By HarleyBabe, October 16, 2012
   • 0 replies
   • 723 views
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   • HarleyBabe
   • October 16, 2012

2. VCP submission for defaulted loan

   By Cynchbeast, August 4, 2013
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   • 1.2k views
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   • Cynchbeast
   • August 4, 2013

3. Plans moving to a MEP--compliance testing and contributions

   By BG5150, November 14, 2019
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   • 606 views
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   • BG5150
   • November 14, 2019

4. Prior deficient Money Purchase Plan

   By dmb, June 25, 2001
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   • 1.3k views
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   • dmb
   • June 25, 2001

5. Convertion of 403(a) Plan

   By Guest Tom:, May 19, 2009
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   • 1.3k views
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   • Guest
   • May 19, 2009

6. controlled group

   By thepensionmaven, April 6, 2011
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   • 898 views
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   • thepensionmaven
   • April 6, 2011

7. No Employees in Plan - No ERISA Coverage?

   By Christine Roberts, March 6, 2001
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   • 1.3k views
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   • Christine Roberts
   • March 6, 2001

8. Can the Retirement Plans Startup Costs Tax Credit be requested retroactively?

   By rblum50, February 26, 2021
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   • 421 views
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   • rblum50
   • February 26, 2021

9. Lifetime Income Illustration

   By ASFESQ, March 27, 2023
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   • 314 views
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   • ASFESQ
   • March 27, 2023

10. Can anyone think of a helpful preliminary description of the amounts involved in the closing agreement program? Also, the relationship between the max

    By Guest Enda80, November 28, 2008
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    • Guest
    • November 28, 2008

11. Preparing for the ERPA exam

    By Guest GeorgiaEA, March 31, 2010
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    • Guest
    • March 31, 2010

12. Determination Letter Schedule Q

    By Just Me, February 14, 2011
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    • 967 views
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    • Just Me
    • February 14, 2011

13. ASG, Common Law Employee or Multiple Employer

    By Zoey, February 8, 2017
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    • 478 views
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    • Zoey
    • February 8, 2017

14. Multi-Employer Worker Benefit Plan Software Needed

    By Guest Terri Jackson, March 22, 2002
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    • Guest
    • March 22, 2002

15. Merged companies that split

    By eilano, November 19, 2003
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    • 945 views
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    • eilano
    • November 19, 2003

16. Applicability of Code Section 1563(e)(6) in a Community Property State

    By Guest San Diego Benefits Guy, April 18, 2007
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    • Guest
    • April 18, 2007

17. "Conversion" of Passive Income into Earned Income

    By Guest San Diego Benefits Guy, July 18, 2007
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    • Guest
    • July 18, 2007

18. RMD's - employer missed payout date

    By Guest fcdeacy, June 28, 2004
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    • 918 views
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    • Guest
    • June 28, 2004

19. Start-up Costs - Employer Contribution Credit - Cash or accrual based employer contributions

    By Kris G, February 25, 2024
    • 0 replies
    • 520 views
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    • Kris G
    • February 25, 2024

20. Cyle 4 Pre-Approved Plans

    By FormsRstillmylife, January 6
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    • 288 views
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    • FormsRstillmylife
    • January 6

21. Reporting transfers of stock under an Employee Stock Purchase Plan on Form 3922

    By ERISA-Bubs, January 19, 2016
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    • 641 views
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    • ERISA-Bubs
    • January 19, 2016

22. Permanent Opt-Out Form

    By bzorc, January 13, 2020
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    • bzorc
    • January 13, 2020

23. 177A pension plans

    By Guest ak, October 13, 1999
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    • Guest
    • October 13, 1999

24. DB LRM's

    By Belgarath, February 2, 2007
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    • 1.2k views
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    • Belgarath
    • February 2, 2007

25. 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
    • 965 views
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    • MGOAdmin
    • November 17, 2015

26. Hurricane Irma - Client concerns

    By rblum50, September 13, 2017   

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

27. Form 5500

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

28. SOCIAL SECURITY REPLACEMENT PLAN

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

29. Controlled group attribution

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

30. Updated Section 402(f) Notice

    By Guest Dave Peckham, April 23, 2008
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    • Guest
    • April 23, 2008

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

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

32. Deferred Retirement Option Plan "DROP"

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

33. Predecessor Organization

    By KateSmithPA, August 6, 2001
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    • KateSmithPA
    • August 6, 2001

34. Determination Request for Collectively-Bargained Plan

    By Guest Fred Benefits, September 17, 2001
    • 0 replies
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    • Guest
    • September 17, 2001

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

    By Peter Gulia, October 25, 2025
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    • Peter Gulia
    • October 25, 2025

36. compensation

    By Guest lip, March 6, 2009
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    • 793 views
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    • Guest
    • March 6, 2009

37. Controlled Group

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

38. in-service distributions in MP Plan

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

39. Affiliated Service Group

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

40. Another Controlled Group Issue

    By dmb, June 4, 2004
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    • dmb
    • June 4, 2004

41. 415 amounts calculated incorrectly

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

42. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
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    • Guest
    • January 13, 2011

43. Potential ASG between Doc and Billing office

    By jmartin, October 18, 2012
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    • 759 views
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    • jmartin
    • October 18, 2012

44. Creditor Protection for non-spouse beneficiary

    By Barbara, January 7
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    • 263 views
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    • Barbara
    • January 7

45. Privatizations and Pensions

    By Guest Southern FA, April 30, 2010
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    • Guest
    • April 30, 2010

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

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

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

    By eilano, May 11, 2001
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    • 1.6k views
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    • eilano
    • May 11, 2001

48. Plan Documents

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

49. Affiliated Service Group?

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

50. Top Heavy & Multiple Employer Plan

    By dcoderre, April 5, 2003
    • 0 replies
    • 1.4k views
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    • dcoderre
    • April 5, 2003