Retirement Plans in General

5,772 topics in this forum

1. To revalue or not to revalue?

   By John A, September 21, 1999
   • 5 replies
   • 1.7k views
   • 
   • richard
   • September 24, 1999

2. To true-up or not to true-up... that is the question.

   By 401kSteve, February 16, 2023
   • 7 replies
   • 2.3k views
   • 
   • Nate S
   • February 28, 2023

3. To what extent should the following reg that has not been updated be u

   By John A, November 11, 1999
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • November 11, 1999

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

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

5. Top 20 Election

   By Cloudy, October 27, 2017
   • 4 replies
   • 1.2k views
   • 
   • Bri
   • September 27, 2021

6. Top 20% election - employees who have irrevocably waived

   By Belgarath, September 21, 2015
   • 2 replies
   • 833 views
   • 
   • ESOP Guy
   • September 22, 2015

7. Top Heavy

   By dmb, April 16, 2012
   • 0 replies
   • 860 views
   • 
   • dmb
   • April 16, 2012

8. top heavy

   By Guest lskin, June 12, 2006
   • 4 replies
   • 1.4k views
   • 
   • Tom Poje
   • June 13, 2006

9. Top Heavy

   By R. Butler, September 18, 2001
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • October 2, 2001

10. Top Heavy

    By Guest Sieve, May 28, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 31, 2009

11. Top Heavy

    By Sully, February 20, 2023
    • 6 replies
    • 1.7k views
    • 
    • Sully
    • February 22, 2023

12. Top Heavy - Change in ownership

    By Guest joshmeltzer, December 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • December 23, 2011

13. Top Heavy - Employee Transferring from Non-union to Union status

    By dcoderre, February 16, 2003
    • 0 replies
    • 1.2k views
    • 
    • dcoderre
    • February 16, 2003

14. Top Heavy - Officer as Key

    By rcline46, April 4, 2013
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • April 5, 2013

15. Top Heavy & catchup question

    By BG5150, November 16, 2021
    • 6 replies
    • 972 views
    • 
    • BG5150
    • November 18, 2021

16. Top Heavy & Multiple Employer Plan

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

17. Top Heavy Aggregation of plans

    By Tom, October 26, 2017
    • 2 replies
    • 831 views
    • 
    • Mike Preston
    • October 26, 2017

18. Top Heavy aggregation with SIMPLE IRA

    By AndrewZ, February 21, 2002
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • February 21, 2002

19. Top Heavy and Changes in Controlled Group

    By PensionPro, March 13, 2017
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 16, 2017

20. Top Heavy and Key employees

    By Lori H, March 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • Lori H
    • March 11, 2015

21. top heavy and SEP, 401k

    By Belgarath, April 4, 2016
    • 1 reply
    • 542 views
    • 
    • Lou S.
    • April 4, 2016

22. Top heavy balance question, what do you include?

    By Guest Enda80, March 22, 2008
    • 12 replies
    • 3.9k views
    • 
    • Mike Preston
    • March 27, 2008

23. top heavy calculation

    By eilano, October 19, 1999
    • 1 reply
    • 2.6k views
    • 
    • John A
    • October 20, 1999

24. Top Heavy Calculation with relationship to QDRO

    By stephen, August 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • August 16, 2001

25. Top Heavy Contrib Subject to Coverage?

    By BG5150, October 26, 2020
    • 6 replies
    • 826 views
    • 
    • Lou S.
    • October 28, 2020

26. Top heavy contribution

    By Belgarath, October 14, 2010
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 15, 2010

27. Top heavy contribution needed?

    By Bird, June 1, 2016
    • 5 replies
    • 922 views
    • 
    • Bird
    • June 20, 2016

28. Top Heavy Contribution to Frozen DC Plan

    By chris, April 24, 2003
    • 2 replies
    • 1.9k views
    • 
    • Mike Preston
    • April 29, 2003

29. Top Heavy DB plans

    By Guest GaryGaryGary, August 25, 2011
    • 1 reply
    • 857 views
    • 
    • Lou S.
    • August 25, 2011

30. top heavy db-dc combo

    By Tom Poje, June 2, 2010
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • June 3, 2010

31. Top Heavy DC & DB Plans for Mid-Size Physicians Group

    By Guest Jaym32, July 30, 2009
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • July 31, 2009

32. Top Heavy Defined Contribution PLan

    By Gary, March 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2008

33. Top Heavy determination

    By Guest LoloV, June 4, 2003
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • June 10, 2003

34. Top Heavy Determination

    By Basically, February 1, 2022
    • 6 replies
    • 983 views
    • 
    • Basically
    • February 1, 2022

35. Top Heavy Determination and Forfeiture Account

    By Gilmore, September 6, 2018
    • 3 replies
    • 1k views
    • 
    • Gilmore
    • September 12, 2018

36. Top heavy determination for short plan year

    By Guest mo, March 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

37. Top heavy determination in a MEP - don't run away!

    By AlbanyConsultant, November 8, 2013
    • 0 replies
    • 1k views
    • 
    • AlbanyConsultant
    • November 8, 2013

38. Top Heavy Dumb

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

39. Top Heavy Failing

    By Basically, August 11, 2022
    • 7 replies
    • 906 views
    • 
    • Basically
    • August 15, 2022

40. Top Heavy in Multiple Employer Plans

    By rcline46, January 9, 2013
    • 1 reply
    • 2k views
    • 
    • pmacduff
    • January 9, 2013

41. Top heavy issue in Multiple Employer Plan

    By Guest esi-jht, April 3, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2006

42. Top Heavy Minimum

    By Archimage, November 25, 2015
    • 2 replies
    • 708 views
    • 
    • Archimage
    • November 25, 2015

43. top heavy minimum

    By Guest rhp, July 29, 2002
    • 3 replies
    • 1.3k views
    • 
    • actuarysmith
    • July 30, 2002

44. top heavy minimum

    By Chippy, April 26, 2013
    • 8 replies
    • 2.3k views
    • 
    • Belgarath
    • April 30, 2013

45. Top Heavy Minimum - all employees are officers

    By WhoLetTheDogsOut, January 13, 2016
    • 1 reply
    • 742 views
    • 
    • Lou S.
    • January 13, 2016

46. Top Heavy Minimum Allocations in 2 Plans

    By mming, October 2, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 2, 2001

47. Top Heavy Minimum and Gateway

    By Dougsbpc, July 24, 2016
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 25, 2016

48. Top Heavy minimum contribution in a DC plan

    By dmb, June 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 6, 2000

49. Top Heavy Minimum or Not?

    By Dougsbpc, June 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 19, 2007

50. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, May 30, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2003