Retirement Plans in General

5,753 topics in this forum

1. 457 employer discretionary contributions included as comp?

   By Belgarath, March 15, 2016
   • 0 replies
   • 931 views
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   • Belgarath
   • March 15, 2016

2. fees paid by employer

   By Dawn Hafner, February 12, 1999
   • 0 replies
   • 1.5k views
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   • Dawn Hafner
   • February 12, 1999

3. 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
   • 626 views
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   • Jeff G.
   • September 9, 2024

4. Money purchase plan with mandatory EE contribution

   By Guest Kelly Igel, July 23, 2001
   • 0 replies
   • 2k views
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   • Guest
   • July 23, 2001

5. Ogden Utah address

   By John A, November 27, 2001
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   • 1.5k views
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   • John A
   • November 27, 2001

6. Multiple Employer Plan

   By JAY21, April 29, 2008
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   • 1.3k views
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   • JAY21
   • April 29, 2008

7. removal of plan trustee

   By pmacduff, October 9, 2015
   • 0 replies
   • 758 views
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   • pmacduff
   • October 9, 2015

8. Converting Money Purchase to Profit Sharing

   By Guest rslagle224, October 16, 2001
   • 0 replies
   • 2.1k views
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   • Guest
   • October 16, 2001

9. IRS Announces Plan Limits for 2010

   By Appleby, October 15, 2009
   • 0 replies
   • 798 views
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   • Appleby
   • October 15, 2009

10. Withholding on Distributions to Qualified Trusts

    By BeccaERISA, February 22, 2017   

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

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

    By Belgarath, April 19, 2023
    • 0 replies
    • 505 views
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    • Belgarath
    • April 19, 2023

12. 1035 exchange in qualified plan?

    By Belgarath, April 15, 2002
    • 0 replies
    • 2.6k views
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    • Belgarath
    • April 15, 2002

13. 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
    • 722 views
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    • Dave Baker
    • February 22, 2018

14. Davis Bacon Plans

    By Guest AHayhow, March 12, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • March 12, 2002

15. Top Paid 25 HCE by marriage?

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

16. 2011 8955-SSA

    By frizzyguy, January 17, 2012
    • 0 replies
    • 1k views
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    • frizzyguy
    • January 17, 2012

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

    By Belgarath, March 5, 2019
    • 0 replies
    • 410 views
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    • Belgarath
    • March 5, 2019

18. 411(d)(6) and Alternative Forms of Benefit

    By Guest NPWA, August 12, 2003
    • 0 replies
    • 1k views
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    • Guest
    • August 12, 2003

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

    By Guest Wendy@dii, January 5, 2000
    • 0 replies
    • 1.2k views
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    • Guest
    • January 5, 2000

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

    By JanetM, December 19, 2000
    • 0 replies
    • 1.6k views
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    • JanetM
    • December 19, 2000

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

    By ERISAatty, March 18, 2011
    • 0 replies
    • 733 views
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    • ERISAatty
    • March 18, 2011

22. Technology Industry Retirement Plan Statistics

    By Guest kabushnell, June 8, 2011
    • 0 replies
    • 1k views
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    • Guest
    • June 8, 2011

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

    By eilano, November 6, 2000
    • 0 replies
    • 1.4k views
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    • eilano
    • November 6, 2000

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

    By David MacLennan, August 10, 2001
    • 0 replies
    • 1.4k views
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    • David MacLennan
    • August 10, 2001

25. Profit Sharing Plan to Roth IRA

    By Guest cashmere, July 24, 2008
    • 0 replies
    • 1k views
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    • Guest
    • July 24, 2008

26. Average compensation for testing

    By MoShawn, November 22, 2010
    • 0 replies
    • 1.1k views
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    • MoShawn
    • November 22, 2010

27. Revoking a TEFRA 242(b) election

    By TPATC, November 9, 2018   

    • 401(k)
    • minimum required distributions
    • 0 replies
    • 817 views
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    • TPATC
    • November 9, 2018

28. Dissolved Corporation as Plan Sponsor

    By Guest Patrick Foley, November 27, 2001
    • 0 replies
    • 1.8k views
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    • Guest
    • November 27, 2001

29. Death benefits - protected?

    By Guest Sieve, June 28, 2008
    • 0 replies
    • 1.5k views
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    • Guest
    • June 28, 2008

30. Two plans, same trust

    By MoShawn, February 11, 2010
    • 0 replies
    • 881 views
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    • MoShawn
    • February 11, 2010

31. Restorative Payments

    By Guest ERISAAAAH, February 22, 2011
    • 0 replies
    • 1.9k views
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    • Guest
    • February 22, 2011

32. Faculty Early Retirement Plans

    By Guest Albert Lin, February 26, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • February 26, 1999

33. Correction of Top Heavy Failures; Covered by Two Plans

    By Powamow, November 7, 2021
    • 0 replies
    • 338 views
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    • Powamow
    • November 7, 2021

34. ERISA Jail

    By FundeK, February 13, 2004
    • 0 replies
    • 1.3k views
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    • FundeK
    • February 13, 2004

35. Disability Distributions-20% withholding

    By JAY21, September 21, 2005
    • 0 replies
    • 1.5k views
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    • JAY21
    • September 21, 2005

36. Legal Industry-Standard Retirement Age

    By Oh so SIMPLE, March 18, 2011
    • 0 replies
    • 1.2k views
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    • Oh so SIMPLE
    • March 18, 2011

37. 415 language for multiple DC plans

    By Belgarath, September 18, 2012
    • 0 replies
    • 788 views
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    • Belgarath
    • September 18, 2012

38. IRS Form 945 paper or electronic

    By Tom, January 17, 2024
    • 0 replies
    • 484 views
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    • Tom
    • January 17, 2024

39. family limited partnerships

    By Guest lskin, December 7, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • December 7, 2005

40. 414(s) compensation test

    By Guest H.J., March 12, 2002
    • 0 replies
    • 2.1k views
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    • Guest
    • March 12, 2002

41. New version of "Inte-Greater"

    By Dave Baker, March 26, 2003
    • 0 replies
    • 1.5k views
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    • Dave Baker
    • March 26, 2003

42. Safe Harbor 401k-Active Military

    By Guest curmudgeon, August 26, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • August 26, 2005

43. 2% S Corporation Shareholder

    By Guest Buzzman, July 29, 2009
    • 0 replies
    • 2.2k views
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    • Guest
    • July 29, 2009

44. indexed limits

    By Tom Poje, April 15, 2011
    • 0 replies
    • 823 views
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    • Tom Poje
    • April 15, 2011

45. Refunding Health Deductions from DB Plans

    By Guest Gopherwhisperer, June 9, 2011
    • 0 replies
    • 733 views
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    • Guest
    • June 9, 2011

46. Code Section 414(s) Compensation Definitions

    By Guest Edward McElroy, March 2, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • March 2, 1999

47. Early Retirement Window

    By Guest Blake Fritz, February 18, 2000
    • 0 replies
    • 2.2k views
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    • Guest
    • February 18, 2000

48. Prevailing wage plans

    By R. Butler, November 28, 2001
    • 0 replies
    • 1.3k views
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    • R. Butler
    • November 28, 2001

49. rehire into different plan with same employer

    By Guest ohwayne, September 7, 2002
    • 0 replies
    • 1.1k views
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    • Guest
    • September 7, 2002

50. New Audit feature?

    By rcline46, September 21, 2011
    • 0 replies
    • 1k views
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    • rcline46
    • September 21, 2011