Retirement Plans in General

5,781 topics in this forum

1. Affiliated Service Group? Regularly peforming services or regularly associated?

   By Floridaattorney, February 26, 2014
   • 0 replies
   • 941 views
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   • Floridaattorney
   • February 26, 2014

2. PPP Forgiveness Question

   By Gilmore, September 30, 2020
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   • 415 views
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   • Gilmore
   • September 30, 2020

3. Control-group/Non Control-group checklist?

   By Guest gpr, April 27, 1999
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   • Guest
   • April 27, 1999

4. Fidelity Bond in excess of $500,000

   By jkharvey, September 7, 2000
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   • jkharvey
   • September 7, 2000

5. Are there some plans for which no 3(16) service is available?

   By Peter Gulia, May 26, 2025
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   • 3.3k views
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   • Peter Gulia
   • May 26, 2025

6. Bank of America serving as a plan sponsor

   By Guest Enda80, March 29, 2008
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   • 785 views
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   • Guest
   • March 29, 2008

7. Loss of Coverage during 1035 Exchange?

   By NexusBenefit, January 5, 2017   

   • life insurance
   • 1035
   • (and 1 more)

     Tagged with:

     • life insurance
     • 1035
     • 1035 exchange
   • 0 replies
   • 411 views
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   • NexusBenefit
   • January 5, 2017

8. DOL Proposed Investment Advice package scheduled for publication in the Federal Register

   By Lois Baker, November 2, 2023
   • 0 replies
   • 511 views
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   • Lois Baker
   • November 2, 2023

9. DOL Audit of Service Provider

   By Guest JB2, August 11, 2000
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   • Guest
   • August 11, 2000

10. Please Recommend your Job Search Method or Headhunter

    By Guest RosemaryK, September 13, 2014
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    • Guest
    • September 13, 2014

11. Has IRS approved language for GATT, SBJPA, USERRA, TRA '97.....?

    By chris, January 19, 1999
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    • chris
    • January 19, 1999

12. Pay expense from plan assets to replace stock certificates?

    By John A, December 1, 1999
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    • John A
    • December 1, 1999

13. Performance Reviews

    By Guest boetgerinc, May 21, 1999
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    • Guest
    • May 21, 1999

14. Timing of employer deduction

    By Guest SteveD, July 22, 2003
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    • 1.1k views
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    • Guest
    • July 22, 2003

15. K-1 Income ...again.....

    By mphs77, March 10, 2010
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    • 871 views
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    • mphs77
    • March 10, 2010

16. When is it proper to ignore a plan document's provision?

    By Peter Gulia, September 13, 2014   

    • ERISA 404(a)(1)(D)
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    • 1.1k views
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    • Peter Gulia
    • September 13, 2014

17. ROTH AFTER RETIREMENT

    By Guest Lee Visser, January 19, 1999
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    • 1.3k views
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    • Guest
    • January 19, 1999

18. QSLOB's 50 employee rule.

    By katieinny, June 30, 2005
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    • 1.6k views
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    • katieinny
    • June 30, 2005

19. Sponsorship of Prototype Plan

    By Guest dobsonlaw, October 12, 2005
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    • Guest
    • October 12, 2005

20. 414 Limit

    By Guest WantsToLearn, February 7, 2007
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    • Guest
    • February 7, 2007

21. start-up credit

    By Santo Gold, October 21, 2010
    • 0 replies
    • 824 views
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    • Santo Gold
    • October 21, 2010

22. Leased Employees / Owners

    By richard, December 3, 1999
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    • 1.4k views
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    • richard
    • December 3, 1999

23. Share your experience.

    By Guest creative1, June 24, 1999
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    • 1.9k views
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    • Guest
    • June 24, 1999

24. Prior Service Credit

    By Scott, February 24, 2006
    • 0 replies
    • 1.3k views
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    • Scott
    • February 24, 2006

25. Benefit Statements and Reasonable Charge

    By Zorro1k, March 11, 2016   

    • Benefit statement
    • charge
    • 0 replies
    • 714 views
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    • Zorro1k
    • March 11, 2016

26. Sep Calendar year overlaps fiscal year of new plan

    By Belgarath, September 8, 2016
    • 0 replies
    • 544 views
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    • Belgarath
    • September 8, 2016

27. Deduction Rules

    By Guest PGladieux, January 22, 1999
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    • 1.5k views
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    • Guest
    • January 22, 1999

28. Rules that govern Money Purchase Plans

    By Guest kjvilla, January 10, 2001
    • 0 replies
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    • Guest
    • January 10, 2001

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

    By dcoderre, February 16, 2003
    • 0 replies
    • 1.3k views
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    • dcoderre
    • February 16, 2003

30. Leased Owners

    By Guest JACKWADE, January 28, 1999
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    • Guest
    • January 28, 1999

31. LLC and SIMPLE IRA

    By Guest carolyny, April 12, 2002
    • 0 replies
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    • Guest
    • April 12, 2002

32. Final Roth 401(k) Regs

    By Appleby, January 1, 2006
    • 0 replies
    • 1.1k views
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    • Appleby
    • January 1, 2006

33. Someone looking for an actuary

    By Craig Schiller, July 25, 2014   

    • For Cal Pers Plan
    • 0 replies
    • 800 views
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    • Craig Schiller
    • July 25, 2014

34. Mergers and GUST

    By Guest slt, August 30, 2001
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    • Guest
    • August 30, 2001

35. Davis Bacon Deduction Issue/Failure

    By bevfair, November 15, 2013
    • 0 replies
    • 843 views
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    • bevfair
    • November 15, 2013

36. Limited Liability Company Benefits

    By Christine Roberts, November 1, 1999
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    • 1.9k views
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    • Christine Roberts
    • November 1, 1999

37. The Non Rollables

    By Jed Macy, November 3, 2001
    • 0 replies
    • 1.4k views
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    • Jed Macy
    • November 3, 2001

38. Converting money purchase plan to 401(k)

    By Guest JD698, May 28, 2008
    • 0 replies
    • 1.4k views
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    • Guest
    • May 28, 2008

39. IRS inquiry on missing 2018 Form 1096

    By chc93, October 3, 2019
    • 0 replies
    • 688 views
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    • chc93
    • October 3, 2019

40. Coordination of Union and Company sponsored plans

    By Guest brewbren, February 1, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • February 1, 1999

41. Missing Forms 945 per IRS

    By WDIK, January 6, 2022
    • 0 replies
    • 598 views
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    • WDIK
    • January 6, 2022

42. When changing a vesting schedule, are all these statements true?

    By John A, December 15, 2000
    • 0 replies
    • 1.5k views
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    • John A
    • December 15, 2000

43. Billing Issues with GUST and total plan document amendments

    By Jilliandiz, November 23, 2003
    • 0 replies
    • 892 views
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    • Jilliandiz
    • November 23, 2003

44. Documentation re Plan Sponsor

    By Cynchbeast, July 29, 2017
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    • 374 views
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    • Cynchbeast
    • July 29, 2017

45. Non-Registered Seperate Accounts and Collective Trusts

    By Guest Redchip, February 4, 1999
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    • Guest
    • February 4, 1999

46. How is a 401(k) plan affected and how does one determine ownership whe

    By John A, December 8, 1999
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    • 1.3k views
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    • John A
    • December 8, 1999

47. Sec 162 Executive Bonus Plan

    By Guest Mary Chandler, April 24, 2001
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    • Guest
    • April 24, 2001

48. Party in interest?

    By eilano, July 28, 2005
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    • eilano
    • July 28, 2005

49. Literal Interpretation of Plan Documents

    By Guest DrJekyll, February 5, 1999
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    • Guest
    • February 5, 1999

50. Schedule C earnings in year of plan termination.

    By AndyH, November 28, 2000
    • 0 replies
    • 1.3k views
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    • AndyH
    • November 28, 2000