Retirement Plans in General

5,753 topics in this forum

1. MP Plan Merger and Plan Year Change

   By MBCarey, August 7, 2003
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   • MBCarey
   • August 7, 2003

2. Remedial Amendment Period Question

   By Guest Patrick Foley, June 28, 2005
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   • Guest
   • June 28, 2005

3. Prohibited transaction -- 408(d) exemption takeback

   By Guest Clio, May 15, 2006
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   • Guest
   • May 15, 2006

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

   By AlbanyConsultant, November 8, 2013
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   • AlbanyConsultant
   • November 8, 2013

5. Beneficiary Rights

   By Guest amock, November 2, 1999
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   • Guest
   • November 2, 1999

6. Is an amendment to each plan document necessary to merge 2 DC plans in

   By John A, November 1, 2000
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   • John A
   • November 1, 2000

7. When does ownership change affect ASG status?

   By Guest TBick, October 31, 2002
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   • Guest
   • October 31, 2002

8. ER Contributions vs Deductibility

   By SwimmingInBowelsOfERISA, November 20, 2015   

   • tax
   • deductions
   • (and 4 more)

     Tagged with:

     • tax
     • deductions
     • contributions
     • cash balance
     • 401k
     • profit sharing
   • 0 replies
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   • SwimmingInBowelsOfERISA
   • November 20, 2015

9. 401(k) vs. 403(b)

   By Guest jaymiecook, January 26, 2001
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   • Guest
   • January 26, 2001

10. Correcting/Reporting Double Posted Employee Deferrals

    By Guest invstbnkr, February 23, 2005
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    • Guest
    • February 23, 2005

11. Rollover

    By Guest JD698, December 28, 2005
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    • Guest
    • December 28, 2005

12. Prohibited Transaction Exemption

    By Guest jim williams, May 22, 2008
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    • Guest
    • May 22, 2008

13. Claim Time Limit

    By Guest Gumby, November 15, 2010
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    • Guest
    • November 15, 2010

14. purchasing service credit

    By conniebrazil, April 23, 2024
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    • conniebrazil
    • April 23, 2024

15. Shared Employees/Substantially Full Time

    By Guest lwhittle, December 10, 2003
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    • Guest
    • December 10, 2003

16. Split Dollar arrangements and 401(k)

    By Belgarath, February 14, 2017
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    • 702 views
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    • Belgarath
    • February 14, 2017

17. Bungled Opt-Out

    By Christine Roberts, December 21, 1998
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    • Christine Roberts
    • December 21, 1998

18. Entry date and prior service for a rehire?

    By John A, November 6, 1999
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    • John A
    • November 6, 1999

19. Who's the employer?

    By gregburst, May 4, 2011
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    • 969 views
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    • gregburst
    • May 4, 2011

20. Fidelity Bonds

    By richard, March 28, 2001
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    • richard
    • March 28, 2001

21. Leased Employees w/401k

    By DP, September 18, 2001
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    • DP
    • September 18, 2001

22. TPA Consultant from Home

    By Guest JackiB, December 27, 2002
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    • Guest
    • December 27, 2002

23. Participant loan exceeds $50,000.00

    By Guest terric, October 11, 2005
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    • Guest
    • October 11, 2005

24. Prohibited Transaction -- Loan to Corporation

    By chris, February 20, 2013
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    • 832 views
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    • chris
    • February 20, 2013

25. projected limits

    By Tom Poje, August 13, 2019
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    • Tom Poje
    • August 13, 2019

26. Two different fiscal years in controlled group

    By richard, November 9, 1999
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    • richard
    • November 9, 1999

27. "It's not always easy for entrepreneurs to find the right retirem

    By Guest BobParks, August 22, 1998
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    • Guest
    • August 22, 1998

28. Compensation used for integrated allocation

    By jaemmons, January 23, 2004
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    • 987 views
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    • jaemmons
    • January 23, 2004

29. Tax on the trust income due to plan disqualification; do all earnings of the trust turn taxable, not just those earnings traceable to the contribution

    By Guest Enda80, July 23, 2009
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    • Guest
    • July 23, 2009

30. In Memoriam: Karen Ferguson, founder of the Pension Rights Center

    By Lois Baker, December 31, 2021
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    • 516 views
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    • Lois Baker
    • December 31, 2021

31. Advisory Opinions

    By ERISAAPPLE, September 17, 2017
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    • 452 views
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    • ERISAAPPLE
    • September 17, 2017

32. Cash Balance Account Balance as Accrued Benefit

    By Alonzo, December 29, 1998
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    • Alonzo
    • December 29, 1998

33. Controlled Group - any options

    By imchipbrown, November 10, 1999
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    • imchipbrown
    • November 10, 1999

34. amending ps plan provisions after NHCE participant terminated

    By Jakyasar, September 2, 2021
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    • 398 views
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    • Jakyasar
    • September 2, 2021

35. Safe Harbor 401(k) Plans

    By LCARUSI, November 22, 1998
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    • LCARUSI
    • November 22, 1998

36. Reimbursement of Investment Loss To Money Purcahase Pension Plan

    By Guest EB Administrator, June 5, 2001
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    • Guest
    • June 5, 2001

37. Software for tracking client activity

    By mwyatt, October 11, 2003
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    • mwyatt
    • October 11, 2003

38. 401(a) Plans for Public Sector Employers in New York

    By Guest DAF, April 20, 2007
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    • Guest
    • April 20, 2007

39. Military Leave Prior to USERRA Enactment

    By waid10, June 29, 2005
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    • waid10
    • June 29, 2005

40. QSLOBs

    By J. Bringhurst, July 27, 2006
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    • J. Bringhurst
    • July 27, 2006

41. "Posthumously" amending and restating a retirement plan; hypothetically possible?

    By Guest Enda80, December 25, 2008
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    • Guest
    • December 25, 2008

42. compensation question

    By K2retire, July 7, 2016
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    • K2retire
    • July 7, 2016

43. Greetings and Welcome

    By Guest Franklin Evans, December 3, 1998
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    • Guest
    • December 3, 1998

44. RMD form

    By Guest THess, February 28, 2004
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    • Guest
    • February 28, 2004

45. Disclosure question (# 2,365)

    By BG5150, October 23, 2012
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    • 749 views
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    • BG5150
    • October 23, 2012

46. Roth IRAS and the State of MA

    By Guest Peterdes, January 2, 1999
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    • Guest
    • January 2, 1999

47. Employee Voluntary Contribution Account

    By thepensionmaven, October 1, 2019
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    • 442 views
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    • thepensionmaven
    • October 1, 2019

48. Form 5310 - Electronic Filing

    By Michelle Mianecki, July 7, 2021
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    • 595 views
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    • Michelle Mianecki
    • July 7, 2021

49. D.R.O.P Plans

    By Guest John J, May 19, 2007
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    • Guest
    • May 19, 2007

50. Loan Default due to Clerical Error

    By Cynchbeast, April 5, 2013
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    • 1.1k views
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    • Cynchbeast
    • April 5, 2013