Retirement Plans in General

5,781 topics in this forum

1. Company leaves control group, one employee stays with another member. SH question

   By BG5150, February 9, 2016
   • 5 replies
   • 708 views
   • 
   • Bird
   • February 12, 2016

2. Alternative Methods for Determining Fees in Lieu of Revenue Sharing

   By rocknrolls2, September 28, 2016
   • 2 replies
   • 708 views
   • 
   • Mr Bagwell
   • September 28, 2016

3. compensation issue

   By Scuba 401, May 29, 2019
   • 1 reply
   • 707 views
   • 
   • Scuba 401
   • May 30, 2019

4. Amend owner out of plan then back in--discrimination?

   By BG5150, March 18, 2022
   • 3 replies
   • 707 views
   • 
   • BG5150
   • March 18, 2022

5. contribution for partial plan termination - retesting?

   By M Norton, January 7, 2020   

   • partial plan termination
   • corrective contribution
   • (and 1 more)

     Tagged with:

     • partial plan termination
     • corrective contribution
     • retesting
   • 1 reply
   • 706 views
   • 
   • Kevin C
   • January 7, 2020

6. when to disregard employee service for eligibility

   By Santo Gold, May 28, 2024
   • 2 replies
   • 706 views
   • 
   • Santo Gold
   • May 28, 2024

7. former owner still in plan

   By Santo Gold, May 20, 2019
   • 1 reply
   • 706 views
   • 
   • Lou S.
   • May 20, 2019

8. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

   By Santo Gold, July 23, 2021
   • 1 reply
   • 705 views
   • 
   • Belgarath
   • July 23, 2021

9. Owners' credit for years of service

   By Cynchbeast, December 19, 2012
   • 0 replies
   • 705 views
   • 
   • Cynchbeast
   • December 19, 2012

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

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

11. IRA rollover into DB

    By Cynchbeast, August 25, 2017
    • 6 replies
    • 705 views
    • 
    • Buffys Redrum
    • August 28, 2017

12. QDRO - retiree is re-employed

    By RGALVIN64, May 17, 2018   

    • i was awarded a qdro when me and my ex were divorcing 5 years ago. he now decided to go back to his former job. my ex cannot double dip and collect retirement while being a full-time employee. his retirement benefits will stop and he said so will my qdro.
    • can a qdro be cancelled or postponed?
    • 2 replies
    • 704 views
    • 
    • QDROphile
    • May 17, 2018

13. Husband and wife IRA rollovers

    By Cynchbeast, August 2, 2016
    • 4 replies
    • 704 views
    • 
    • Cynchbeast
    • August 2, 2016

14. Conflicts of Interest with son as investment advisor

    By dmwe, March 16, 2017
    • 2 replies
    • 704 views
    • 
    • jpod
    • March 17, 2017

15. Single Member 401(k) - Excess Contribution Solution

    By K-t-F, July 20, 2021
    • 1 reply
    • 703 views
    • 
    • CuseFan
    • July 20, 2021

16. Non-Profit Interested in 401(k) Plan

    By Dougsbpc, October 20, 2015
    • 2 replies
    • 703 views
    • 
    • QDROphile
    • October 21, 2015

17. S corporation and a disqualifed plan or CAP (Closing Agreement program); how does the flow through nature affect either the loss of deduction on the

    By Guest Enda80, October 29, 2008
    • 0 replies
    • 702 views
    • 
    • Guest
    • October 29, 2008

18. Plan numbers

    By Draper55, January 6, 2021
    • 1 reply
    • 702 views
    • 
    • Bill Presson
    • January 6, 2021

19. Correcting plan name

    By Cynchbeast, February 25, 2020
    • 6 replies
    • 701 views
    • 
    • Larry Starr
    • February 25, 2020

20. contribution for owner with split comp at 2 companies

    By Tom Poje, December 29, 2015
    • 3 replies
    • 701 views
    • 
    • Tom Poje
    • December 30, 2015

21. Not a controlled group - not an ASG - how to define

    By dottie, September 26, 2018
    • 5 replies
    • 700 views
    • 
    • PensionPro
    • September 28, 2018

22. Is she really the employer?

    By Santo Gold, October 29, 2018
    • 2 replies
    • 699 views
    • 
    • Larry Starr
    • October 30, 2018

23. Solo 401k, never filed 5500

    By Jakyasar, September 12, 2023
    • 2 replies
    • 699 views
    • 
    • Jakyasar
    • September 12, 2023

24. Employer missed Annual Additions deadline for Profit Sharing

    By pensiongeek, January 28, 2021
    • 1 reply
    • 699 views
    • 
    • Mike Preston
    • January 28, 2021

25. IRS Q&A at ASPPA Conf

    By Fully Vested, August 25, 2017
    • 2 replies
    • 699 views
    • 
    • Fully Vested
    • August 28, 2017

26. Participant count for large plan

    By Cynchbeast, September 6, 2018
    • 8 replies
    • 698 views
    • 
    • ETA Consulting LLC
    • September 7, 2018

27. Which 5500? EZ or SF?

    By truphao, September 12, 2023
    • 1 reply
    • 698 views
    • 
    • RatherBeGolfing
    • September 12, 2023

28. Catch-up contribution in a 401a plan

    By Sue, March 19, 2020
    • 1 reply
    • 695 views
    • 
    • Mike Preston
    • March 19, 2020

29. HCE related question

    By Jakyasar, March 10, 2024
    • 2 replies
    • 694 views
    • 
    • Jakyasar
    • March 10, 2024

30. Risks to Individual Plan in Controlled Group

    By kmhaab, November 7, 2017
    • 4 replies
    • 693 views
    • 
    • kmhaab
    • November 14, 2017

31. One owner, multiple companies - single or multiple employer plan?

    By TPApril, August 5, 2021
    • 1 reply
    • 690 views
    • 
    • C. B. Zeller
    • August 5, 2021

32. Late deferrals: calculating lost earnings

    By BG5150, December 16, 2025
    • 2 replies
    • 689 views
    • 
    • Artie M
    • December 17, 2025

33. To Amend or Not to Amend

    By thepensionmaven, July 10, 2023
    • 4 replies
    • 688 views
    • 
    • Dare Johnson
    • July 10, 2023

34. Retiring the end of this year - hurray!

    By Belgarath, December 5, 2025
    • 4 replies
    • 688 views
    • 
    • Bill Presson
    • December 5, 2025

35. Adding 1099 contractors to plan

    By Bird, August 30, 2017
    • 3 replies
    • 688 views
    • 
    • Bird
    • September 1, 2017

36. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I, December 22, 2023
    • 1 reply
    • 687 views
    • 
    • RatherBeGolfing
    • December 23, 2023

37. COVID withdrawal

    By thepensionmaven, March 22, 2022
    • 4 replies
    • 687 views
    • 
    • Lou S.
    • March 24, 2022

38. Attribution Rules for Family Limited Partnerships

    By JustMe, August 5, 2020
    • 1 reply
    • 686 views
    • 
    • Luke Bailey
    • August 6, 2020

39. 295 Free Recorded Webcasts About Retirement Plans

    By Dave Baker, June 29, 2017
    • 2 replies
    • 686 views
    • 
    • Gadgetfreak
    • June 30, 2017

40. LIfe Insurance in a DC Plan

    By cpc0506, October 5, 2015
    • 3 replies
    • 685 views
    • 
    • cpc0506
    • October 5, 2015

41. Please Recommend your Job Search Method or Headhunter

    By Guest RosemaryK, September 13, 2014
    • 0 replies
    • 685 views
    • 
    • Guest
    • September 13, 2014

42. RMD relief

    By RatherBeGolfing, June 23, 2020
    • 0 replies
    • 685 views
    • 
    • RatherBeGolfing
    • June 23, 2020

43. Leased Employees from within a controlled group

    By Nate S, April 22, 2022
    • 3 replies
    • 684 views
    • 
    • CuseFan
    • April 25, 2022

44. Am I included in 2023 testing and gateway

    By Jakyasar, January 25, 2024
    • 5 replies
    • 684 views
    • 
    • Bird
    • January 29, 2024

45. Benefits Reading - Best Places to Go

    By Madison71, October 4, 2017
    • 5 replies
    • 683 views
    • 
    • Lois Baker
    • October 10, 2017

46. May a military make-up deferral be a Roth deferral?

    By Peter Gulia, February 16, 2023   

    • userra
    • 2 replies
    • 681 views
    • 
    • Peter Gulia
    • February 17, 2023

47. Permanent Opt-Out Form

    By bzorc, January 13, 2020
    • 0 replies
    • 680 views
    • 
    • bzorc
    • January 13, 2020

48. IRS inquiry on missing 2018 Form 1096

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

49. EE working on VISA doesn't want to open account

    By Cynchbeast, April 13, 2022
    • 2 replies
    • 679 views
    • 
    • A Shot in the Dark
    • April 13, 2022

50. SHM True Up

    By 401kSteve, February 10, 2023
    • 1 reply
    • 678 views
    • 
    • Lou S.
    • February 10, 2023