Retirement Plans in General

5,753 topics in this forum

1. top heavy status successor plan

   By R. Butler, March 7, 2006
   • 3 replies
   • 2.3k views
   • 
   • R. Butler
   • March 7, 2006

2. Top Heavy Testing

   By Guest coryjat, February 4, 2007
   • 3 replies
   • 2k views
   • 
   • J Simmons
   • February 10, 2007

3. top heavy testing

   By Guest lskin, August 7, 2006
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • August 7, 2006

4. Top Heavy Testing - Inservice distributions

   By Guest Randy713, December 23, 2004
   • 4 replies
   • 3.4k views
   • 
   • Belgarath
   • December 27, 2004

5. Top Heavy Testing 12/31/01 Determination Date

   By Guest dll, January 21, 2002
   • 6 replies
   • 2.1k views
   • 
   • david rigby
   • May 23, 2002

6. Top Heavy testing w/rollovers

   By Belgarath, August 29, 2003
   • 7 replies
   • 3k views
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   • Belgarath
   • September 3, 2003

7. Top Heavy Testing-Controlled Group

   By Guest BAR, May 21, 2001
   • 6 replies
   • 4.4k views
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   • Guest
   • May 22, 2001

8. Top Heavy to participants excluded from PS ?

   By Cynchbeast, February 4, 2016
   • 3 replies
   • 783 views
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   • BG5150
   • February 4, 2016

9. Top Heavy Vesting

   By mming, October 16, 2012
   • 0 replies
   • 842 views
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   • mming
   • October 16, 2012

10. Top Heavy Vesting

    By nancy, September 7, 2004
    • 18 replies
    • 4.3k views
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    • AndyH
    • September 10, 2004

11. Top heavy vesting

    By pbarrett, April 16, 2003
    • 0 replies
    • 1.2k views
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    • pbarrett
    • April 16, 2003

12. Top heavy vs gateway in a combo plan

    By Jakyasar, May 24, 2022
    • 6 replies
    • 1.3k views
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    • Jakyasar
    • May 24, 2022

13. Top heavy, sole prop and SSI

    By Guest Bob Monte, September 7, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • September 7, 2001

14. Top Paid 25 HCE by marriage?

    By JButtrick, July 15, 2016
    • 0 replies
    • 702 views
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    • JButtrick
    • July 15, 2016

15. Top Paid Group Election

    By dmb, December 7, 2010
    • 2 replies
    • 2.9k views
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    • DMcGovern
    • December 8, 2010

16. Top Paid Group Election

    By dmb, February 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2003

17. Top-Heavy

    By Guest ChopperPilot, April 9, 2003
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • April 9, 2003

18. Top-Heavy contribution due date when plan year and tax year are differ

    By John A, October 30, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 30, 2001

19. Top-Heavy Determination for Non-Pension Plans -- 1st and 2nd Plan Year

    By Guest Jan C, February 15, 1999
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • February 18, 1999

20. Top-Heavy Minimums, how does that affect allocations calculations?

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.2k views
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    • Guest
    • July 6, 2008

21. Top-heavy question originally posted by EScott 1/24/99 - one plan in '

    By Dave Baker, February 9, 1999
    • 3 replies
    • 1.9k views
    • 
    • Kathy
    • June 15, 1999

22. Top-Heavy related questions; how does that impact coverage testing? I know that the people who do not work enough hours who would normally not get an

    By Guest Enda80, June 17, 2008
    • 1 reply
    • 867 views
    • 
    • Tom Poje
    • June 18, 2008

23. Top-heavy test - officer - determining number of employees in a year

    By John A, January 24, 2002
    • 7 replies
    • 2.4k views
    • 
    • John A
    • January 28, 2002

24. top-heavy vesting schedule

    By JustnERPA, December 18, 2018
    • 8 replies
    • 2.9k views
    • 
    • BG5150
    • December 19, 2018

25. Top-Heavy, Loan form unrelated rollover source

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

26. top-paid group election among related employers

    By Bri, January 5, 2023
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • January 9, 2023

27. Top-paid group election question; it does not overrule the ownership or more than 5% of a company, correct?

    By Guest Enda80, March 23, 2008
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 23, 2008

28. TOPHEAVY INTEGRATED PLAN

    By Guest dlm, January 3, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 3, 2007

29. TPA Adding Plan Sponsor to E&O Policy as Add'l Insured

    By IhrtERISA, January 21, 2019
    • 2 replies
    • 683 views
    • 
    • hr for me
    • January 21, 2019

30. TPA and financial fees paid to the TPA

    By Guest R. Daestrom, September 14, 2005
    • 5 replies
    • 2.1k views
    • 
    • E as in ERISA
    • September 19, 2005

31. TPA Consultant from Home

    By Guest JackiB, December 27, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2002

32. TPA ethical question

    By Santo Gold, July 21, 2005
    • 5 replies
    • 1.8k views
    • 
    • JanetM
    • July 21, 2005

33. TPA firms raising rates

    By R. Scott, November 3, 2023
    • 10 replies
    • 1.9k views
    • 
    • Belgarath
    • November 10, 2023

34. TPA lost (?) Beneficiary Designation, (Deceased Participant)

    By TCWalker, September 23, 2004
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • September 24, 2004

35. TPA or Sponsor (client) to respond to employee requests

    By SSRRS, July 2, 2019
    • 16 replies
    • 2.2k views
    • 
    • jashendorf
    • July 9, 2019

36. TPA revenue sharing

    By Santo Gold, October 8, 2014
    • 9 replies
    • 2k views
    • 
    • Kevin C
    • October 9, 2014

37. TPA Sample Forms

    By AmyETPA, April 19, 2023
    • 1 reply
    • 538 views
    • 
    • Paul I
    • April 20, 2023

38. TPA service issues

    By eilano, November 17, 2005
    • 6 replies
    • 2.6k views
    • 
    • Erik Read
    • November 23, 2005

39. TPA specializing in plans for residents of Puerto Rico

    By Guest Achilles, October 23, 2015
    • 0 replies
    • 786 views
    • 
    • Guest
    • October 23, 2015

40. TPA's References Trustar vs. ADP

    By Guest Laura Heinrich, September 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 8, 1999

41. TPG question--applies to HSA, too?

    By BG5150, September 27, 2022
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • September 28, 2022

42. TRA-86 Remedial Amendment Period for Tax-Exempts

    By davef, November 30, 1998
    • 1 reply
    • 2.6k views
    • 
    • Chester
    • November 30, 1998

43. Trade Association Profit Sharing Plan

    By richard, December 23, 1999
    • 0 replies
    • 1.5k views
    • 
    • richard
    • December 23, 1999

44. Traders' income for pension purposes

    By Guest IntPenDes, November 10, 1998
    • 2 replies
    • 1.7k views
    • 
    • imchipbrown
    • November 24, 1998

45. Traditional IRA transfer to Solo 401k

    By nkaufman, February 5, 2021   

    • ira
    • keogh
    • (and 1 more)

      Tagged with:

      • ira
      • keogh
      • 401k
    • 10 replies
    • 1.8k views
    • 
    • nkaufman
    • February 7, 2021

46. Transaction between plans of same employer

    By Earl, April 25, 2017
    • 15 replies
    • 1.2k views
    • 
    • jpod
    • April 27, 2017

47. Transamerica to Require Use of TPAs for New Retirement Plan Business with Less Than $3M in Assets

    By Dave Baker, February 22, 2018
    • 0 replies
    • 723 views
    • 
    • Dave Baker
    • February 22, 2018

48. Transfer of Life Insurance into Plan

    By Guest, September 14, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 15, 1999

49. Transfer of non-vested money to another plan

    By Santo Gold, February 23, 2007
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • February 23, 2007

50. Transfer of Plan assets

    By eilano, May 28, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 29, 2002