Retirement Plans in General

5,781 topics in this forum

1. Questions about removing excess Keogh contributions

   By Guest Barney Byrd, December 16, 2000
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   • Guest
   • December 16, 2000

2. Pension benefits deferred through employer error

   By Guest atraveler, February 26, 2005
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   • Guest
   • February 26, 2005

3. Overlappping Related Employer Groups

   By Gilmore, November 15, 2013
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   • Gilmore
   • November 15, 2013

4. PS plan sponsorship statistics

   By Guest TrustMe401k, February 2, 2000
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   • Guest
   • February 2, 2000

5. UBTI Question

   By Lou S., November 3, 2023
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   • Lou S.
   • November 3, 2023

6. Form SS-4 Tip

   By David MacLennan, October 21, 2004
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   • David MacLennan
   • October 21, 2004

7. Partnerships

   By Guest naveen, December 11, 2009
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   • Guest
   • December 11, 2009

8. Applicable deadline for DL application for amended volume submitter defined contribution plan

   By Guest tm3333, September 19, 2011
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   • Guest
   • September 19, 2011

9. Form 5330 - Notice CP-220

   By ERISAAPPLE, April 11, 2018
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   • ERISAAPPLE
   • April 11, 2018

10. Change in Vesting Schedule

    By chris, September 20, 2001
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    • chris
    • September 20, 2001

11. Reimbursement of legal fees related to real estate note transactions

    By Guest tschotland, July 24, 2008
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    • Guest
    • July 24, 2008

12. Non-Profit Entity and Deductions

    By Guest pension222, August 11, 2003
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    • Guest
    • August 11, 2003

13. Matz v Household

    By Belgarath, November 12, 2004
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    • Belgarath
    • November 12, 2004

14. June 30, 2004 Extensions-Rejected

    By JAY21, April 12, 2005
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    • 950 views
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    • JAY21
    • April 12, 2005

15. 2% shareholder health insurance as wages

    By Guest Ron Sevcik, November 12, 2009
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    • Guest
    • November 12, 2009

16. Severance Pay Included or Excluded in different safe-harbor definition

    By John A, December 21, 1999
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    • John A
    • December 21, 1999

17. Disaster Relief and Remedial Amendment Period

    By PensionPro, January 15, 2025
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    • PensionPro
    • January 15, 2025

18. Can I put life insurance inside of a defined contribution plan? Need a

    By Guest david roberts, November 5, 2000
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    • Guest
    • November 5, 2000

19. Earned Income - Receipt of Deferred Compensation

    By rocknrolls2, July 23, 2001
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    • rocknrolls2
    • July 23, 2001

20. Market value of Israel Bonds

    By eilano, April 9, 2003
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    • eilano
    • April 9, 2003

21. 2004 revised K-1

    By JAY21, April 12, 2005
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    • JAY21
    • April 12, 2005

22. 945 - paid preparer

    By SheilaD, December 30, 2008
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    • SheilaD
    • December 30, 2008

23. Disaggregation for testing

    By Guest Sieve, March 10, 2010
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    • Guest
    • March 10, 2010

24. Amended PBGC Form 1 - Credit

    By Guest kpickart, February 11, 1999
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    • Guest
    • February 11, 1999

25. Trade Association Profit Sharing Plan

    By richard, December 23, 1999
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    • richard
    • December 23, 1999

26. 457 employer discretionary contributions included as comp?

    By Belgarath, March 15, 2016
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    • 946 views
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    • Belgarath
    • March 15, 2016

27. fees paid by employer

    By Dawn Hafner, February 12, 1999
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    • Dawn Hafner
    • February 12, 1999

28. Controlled Group Rules in Year of Business Sale

    By Jeff G., September 9, 2024   

    • controlled group
    • sale of business
    • (and 1 more)

      Tagged with:

      • controlled group
      • sale of business
      • adoption agreement
    • 0 replies
    • 658 views
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    • Jeff G.
    • September 9, 2024

29. Money purchase plan with mandatory EE contribution

    By Guest Kelly Igel, July 23, 2001
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    • Guest
    • July 23, 2001

30. Ogden Utah address

    By John A, November 27, 2001
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    • John A
    • November 27, 2001

31. Multiple Employer Plan

    By JAY21, April 29, 2008
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    • JAY21
    • April 29, 2008

32. removal of plan trustee

    By pmacduff, October 9, 2015
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    • 775 views
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    • pmacduff
    • October 9, 2015

33. Converting Money Purchase to Profit Sharing

    By Guest rslagle224, October 16, 2001
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    • Guest
    • October 16, 2001

34. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
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    • 813 views
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    • Appleby
    • October 15, 2009

35. Withholding on Distributions to Qualified Trusts

    By BeccaERISA, February 22, 2017   

    • withholding
    • trust
    • 0 replies
    • 900 views
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    • BeccaERISA
    • February 22, 2017

36. "Difficulty of Care Payments" under IRC 131(c)(1)

    By Belgarath, April 19, 2023
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    • 547 views
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    • Belgarath
    • April 19, 2023

37. 1035 exchange in qualified plan?

    By Belgarath, April 15, 2002
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    • Belgarath
    • April 15, 2002

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

    By Dave Baker, February 22, 2018
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    • 752 views
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    • Dave Baker
    • February 22, 2018

39. Davis Bacon Plans

    By Guest AHayhow, March 12, 2002
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    • Guest
    • March 12, 2002

40. Top Paid 25 HCE by marriage?

    By JButtrick, July 15, 2016
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    • JButtrick
    • July 15, 2016

41. 2011 8955-SSA

    By frizzyguy, January 17, 2012
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    • frizzyguy
    • January 17, 2012

42. Partnership reduced earned income - 1/2 deduction for SS tax

    By Belgarath, March 5, 2019
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    • 435 views
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    • Belgarath
    • March 5, 2019

43. 411(d)(6) and Alternative Forms of Benefit

    By Guest NPWA, August 12, 2003
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    • Guest
    • August 12, 2003

44. What do companies need to do to fulfill the requirement for submitting

    By Guest Wendy@dii, January 5, 2000
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    • Guest
    • January 5, 2000

45. MRD amount when TEFRA election can not be produced - participant says

    By JanetM, December 19, 2000
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    • JanetM
    • December 19, 2000

46. Best Format for Submitting multiple documents to EBSA/DOL?

    By ERISAatty, March 18, 2011
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    • 754 views
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    • ERISAatty
    • March 18, 2011

47. Technology Industry Retirement Plan Statistics

    By Guest kabushnell, June 8, 2011
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    • Guest
    • June 8, 2011

48. Has any TPA had any experience dealing with John Hancock? If so, what

    By eilano, November 6, 2000
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    • eilano
    • November 6, 2000

49. Foreign real property allowable in 1-person plan?

    By David MacLennan, August 10, 2001
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    • David MacLennan
    • August 10, 2001

50. Profit Sharing Plan to Roth IRA

    By Guest cashmere, July 24, 2008
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    • Guest
    • July 24, 2008