Retirement Plans in General

5,750 topics in this forum

1. Aggregated Plans with exclusions

   By Cynchbeast, September 11, 2015
   • 5 replies
   • 922 views
   • 
   • Tom Poje
   • September 14, 2015

2. Aggregating Rollover Amounts in a DB Plan in Determining Plan Loan Amount

   By Guest Edward McElroy, October 10, 2005
   • 3 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • October 11, 2005

3. Aggregation of fees/Prohibted Transactions

   By MoJo, October 5, 1999
   • 2 replies
   • 2.5k views
   • 
   • Dowist
   • October 12, 1999

4. Aggregation of Plans Required?

   By Dougsbpc, June 5, 2022
   • 2 replies
   • 569 views
   • 
   • CuseFan
   • June 6, 2022

5. Aggregation of two Safe-Harbor Match 401(k) Plans with Different Matching Formulas

   By FORMER ESQ., March 1, 2021
   • 1 reply
   • 460 views
   • 
   • C. B. Zeller
   • March 1, 2021

6. Agricultural labor

   By Belgarath, October 23, 2012
   • 3 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • October 23, 2012

7. Ah, welcome!

   By Cathy from Chicago, January 18, 2000
   • 0 replies
   • 1.8k views
   • 
   • Cathy from Chicago
   • January 18, 2000

8. ah, ya gotta love PPA

   By Tom Poje, August 14, 2007
   • 1 reply
   • 1.3k views
   • 
   • rcline46
   • August 14, 2007

9. Al Gore flexes his campaign muscles--the anti-cutback morass

   By Guest Franklin Evans, November 22, 1999
   • 1 reply
   • 2k views
   • 
   • Dave Baker
   • July 17, 2000

10. allocated vs unallocated insurance contracts

    By Guest m thom, November 4, 1999
    • 2 replies
    • 11.8k views
    • 
    • BeckyMiller
    • November 8, 1999

11. Allocating earnings on pooled acct Money Purchase

    By kwalified, December 22, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 22, 2011

12. Allocating Employer Contributions

    By Guest Grumpy455, April 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • April 15, 2005

13. Allocating Plan Expenses

    By chris, September 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • mming
    • October 1, 2006

14. Allocation

    By Guest msjudees, October 26, 2006
    • 6 replies
    • 1.7k views
    • 
    • Jim Norman
    • October 30, 2006

15. Allocation and Deduction timing

    By Sully, September 7, 2007
    • 4 replies
    • 1.8k views
    • 
    • Santo Gold
    • September 19, 2007

16. Allocation based on participant's classification?

    By Guest Enda80, June 22, 2008
    • 1 reply
    • 978 views
    • 
    • Jim Chad
    • June 24, 2008

17. Allocation Formula Choice

    By Guest R Snyder, September 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • actuarysmith
    • September 12, 2002

18. Allocation methods

    By Guest Tesla, July 30, 2013
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • July 30, 2013

19. Allocation of Contribution

    By Dougsbpc, April 23, 2024
    • 3 replies
    • 802 views
    • 
    • Jakyasar
    • April 24, 2024

20. Allocation of contribution to over 70 1/2 greater than 5% shareholder

    By Guest Ron Grodzinsky, January 11, 1999
    • 1 reply
    • 2.1k views
    • 
    • Chester
    • January 12, 1999

21. Allocation of Costs to Specific Plan Asset

    By Guest Smokin, September 7, 2011
    • 2 replies
    • 831 views
    • 
    • Guest
    • September 8, 2011

22. Allocation of employer contribution

    By ErisaGooroo, June 16, 2016
    • 4 replies
    • 829 views
    • 
    • ErisaGooroo
    • June 16, 2016

23. Allocation of Forfeitures for a re-hired participant

    By dmb, August 12, 2002
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • August 12, 2002

24. Allocation of forfeitures in frozen MPP plan???

    By chris, May 13, 2002
    • 12 replies
    • 4.2k views
    • 
    • Tom Poje
    • May 20, 2002

25. Allocation of Forfeitures in Frozen MPPP

    By chris, July 10, 2006
    • 5 replies
    • 1.8k views
    • 
    • chris
    • July 11, 2006

26. Allocation waiver for retired employee subsequently rehired on a part-time, on call basis

    By JCoates, June 6, 2024
    • 2 replies
    • 964 views
    • 
    • CuseFan
    • June 6, 2024

27. Allowable Investments?

    By richard, October 19, 1999
    • 1 reply
    • 2k views
    • 
    • IRC401
    • October 28, 1999

28. Allowable Plan Administrative Expenses

    By Guest Leigh, October 29, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • November 2, 1998

29. Allowing Directed Investments = Protected Benefit?

    By chris, September 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Alf
    • September 2, 2005

30. Allowing Participants to Choose between Defined Benefit and Defined Contribution

    By tsrl01, August 27, 2015
    • 3 replies
    • 881 views
    • 
    • david rigby
    • August 27, 2015

31. Alternate Payee Allocation

    By Irmat, February 12, 2021
    • 1 reply
    • 520 views
    • 
    • david rigby
    • February 12, 2021

32. Alternative Compensation Definitions

    By Tom Poje, January 26, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 2, 1999

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

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

34. Alternative payments to single life annuity

    By Guest Donald L, April 29, 2010
    • 2 replies
    • 989 views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2010

35. Alternatives to minimum funding requirements

    By eilano, February 14, 2002
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • February 14, 2002

36. Always get EIN for Plan?

    By Jim Chad, February 15, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 15, 2008

37. Am I a key employee?

    By Jakyasar, September 8, 2021
    • 3 replies
    • 999 views
    • 
    • Jakyasar
    • September 8, 2021

38. Am I a Partner?

    By rcline46, October 27, 2015
    • 1 reply
    • 654 views
    • 
    • Lou S.
    • October 27, 2015

39. Am I controlled group for setting up 2 separate plans?

    By Jakyasar, December 8, 2021
    • 2 replies
    • 703 views
    • 
    • Jakyasar
    • December 8, 2021

40. Am I controlled group?

    By Jakyasar, August 7, 2024
    • 4 replies
    • 764 views
    • 
    • Jakyasar
    • August 8, 2024

41. Am I included in 2023 testing and gateway

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

42. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically, March 18, 2024
    • 4 replies
    • 967 views
    • 
    • Basically
    • March 20, 2024

43. Amend DC Plan to Restrict Eligible Participants

    By Caroline, March 17
    • 11 replies
    • 2.4k views
    • 
    • CuseFan
    • March 18

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

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

45. Amend Plan to Eliminate Involuntary Distribution

    By Guest erc, December 8, 2004
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • December 17, 2004

46. Amend to change Profit Sharing Allocation method after year end

    By Old Reliable, July 8
    • 15 replies
    • 4k views
    • 
    • David D
    • August 14

47. amended corp tax return with increased PS deduction

    By himt4, March 26, 2007
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 28, 2007

48. Amended Eligibility

    By Guest Cynthia Banarer, February 12, 2009
    • 5 replies
    • 2.4k views
    • 
    • WDIK
    • February 12, 2009

49. Amended PBGC Form 1 - Credit

    By Guest kpickart, February 11, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 11, 1999

50. Amended plan too soon

    By JARichardson, August 18, 2020
    • 3 replies
    • 832 views
    • 
    • JARichardson
    • August 18, 2020