Retirement Plans in General

5,751 topics in this forum

1. Self-employment tax on Pension distribution??

   By drunkewok, February 3, 2016
   • 4 replies
   • 3.1k views
   • 
   • masteff
   • February 3, 2016

2. 2-year eligibility and coverage

   By Guest Bandb, October 9, 2001
   • 11 replies
   • 3.1k views
   • 
   • Guest
   • October 24, 2001

3. Self-employment compensation calculation

   By BG5150, August 17, 2015
   • 28 replies
   • 3.1k views
   • 
   • BG5150
   • January 9, 2017

4. target benefit plan

   By mariemonroe, August 8, 2006
   • 8 replies
   • 3.1k views
   • 
   • AndyH
   • August 9, 2006

5. Consequences of failure to fund profit sharing plan

   By Guest Theresa, January 6, 2000
   • 8 replies
   • 3.1k views
   • 
   • mbozek
   • February 19, 2002

6. Qualified Termination Adminstrator

   By Santo Gold, April 3
   • 4 replies
   • 3.1k views
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   • david rigby
   • April 5

7. Joinder Agreement

   By Cynchbeast, September 6, 2017
   • 12 replies
   • 3.1k views
   • 
   • Cynchbeast
   • September 10, 2017

8. Retroactively Amend Plan to Make Allocation Requirement More Generous?

   By Lucky32, September 9
   • 16 replies
   • 3.1k views
   • 
   • Lucky32
   • September 11

9. Summary Annual Report

   By Guest annieap1, June 29, 2004
   • 1 reply
   • 3.1k views
   • 
   • oriecat
   • June 30, 2004

10. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • February 6, 2011

11. "Nonvested Participant" definition

    By rosskeene, April 24, 2012
    • 7 replies
    • 3.1k views
    • 
    • Hojo
    • May 16, 2012

12. Small business exemption from having a fidelity bond for the retirement plan? Small business exemption from having a fidelity bond for the retirement

    By Guest Enda80, April 9, 2009
    • 5 replies
    • 3.1k views
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    • jpod
    • April 14, 2009

13. Small plans and Forbes August 10th issue

    By Guest BobParks, August 20, 1998
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • August 23, 1998

14. Cash Balance Plan - Self-directed?

    By Dougsbpc, April 19, 2016
    • 10 replies
    • 3.1k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

15. Prof. Services Corp and Control Group Issues

    By Guest Ellie, June 24, 2008
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • June 25, 2008

16. Can a trust be a plan sponsor?

    By Guest LMalone, September 6, 2005
    • 7 replies
    • 3.1k views
    • 
    • E as in ERISA
    • September 8, 2005

17. Sole Proprietor comp with forfeitures

    By Guest Cbanarer, July 15, 2002
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • July 16, 2002

18. New Limits

    By Randy Watson, October 17, 2006
    • 11 replies
    • 3k views
    • 
    • Guest
    • October 18, 2006

19. SE Income Calculation

    By Dawn Hafner, May 22, 2001
    • 2 replies
    • 3k views
    • 
    • Moe Howard
    • June 22, 2001

20. Forfeiture Accounts

    By Guest Iwonder, December 17, 2007
    • 5 replies
    • 3k views
    • 
    • Bill Presson
    • March 9, 2009

21. W-2's for union employees

    By Guest JPIngold, January 25, 2011
    • 1 reply
    • 3k views
    • 
    • masteff
    • January 25, 2011

22. coverage testing with union employees

    By Guest terric, March 28, 2005
    • 3 replies
    • 3k views
    • 
    • AndyH
    • March 30, 2005

23. IRS Auditor playing hardball re: non-qualifying assets for EZ filer

    By Brenda Wren, August 13, 2013
    • 10 replies
    • 3k views
    • 
    • Brenda Wren
    • August 26, 2013

24. Form 5330 related for DB plans

    By Jakyasar, September 15
    • 3 replies
    • 3k views
    • 
    • thepensionmaven
    • September 24

25. Changing compensation definition retroactively

    By Jakyasar, March 23
    • 11 replies
    • 3k views
    • 
    • Tom Veal
    • March 25

26. Company Stock as Plan Investment

    By Dougsbpc, September 30, 2002
    • 15 replies
    • 3k views
    • 
    • david rigby
    • October 9, 2002

27. Preemption re: state tax withholding

    By Guest, May 22, 2000
    • 11 replies
    • 3k views
    • 
    • pjkoehler
    • June 7, 2000

28. Can a Profit Sharing Plan Have a Fixed Employer Contribution?

    By Scott, December 15, 2006
    • 5 replies
    • 3k views
    • 
    • Guest
    • December 18, 2006

29. J&S percentage limit with large age differences

    By dan.jock, December 20, 2016
    • 3 replies
    • 3k views
    • 
    • My 2 cents
    • December 21, 2016

30. Loan Refinance

    By Guest tajcc, June 6, 2007
    • 10 replies
    • 3k views
    • 
    • masteff
    • June 11, 2007

31. Adopting new profit sharing formula - is there a cutback?

    By PensionPro, August 12
    • 6 replies
    • 3k views
    • 
    • Ilene Ferenczy
    • August 14

32. Prefunded profit sharing contribution

    By Guest HeatherS, July 14, 2004
    • 2 replies
    • 3k views
    • 
    • rcline46
    • July 14, 2004

33. Sabbatical w/ Eventual Termination

    By Guest lawkid, September 4, 2002
    • 6 replies
    • 3k views
    • 
    • mbozek
    • September 6, 2002

34. 401(k) Plan for Guam Based Corporation

    By Guest Sparky, July 9, 2004
    • 0 replies
    • 3k views
    • 
    • Guest
    • July 9, 2004

35. Inerest rate for pension loans

    By SSRRS, October 24, 2018
    • 25 replies
    • 3k views
    • 
    • Larry Starr
    • November 10, 2018

36. Changing Normal Retirement Date

    By Guest ksumner, September 24, 1999
    • 4 replies
    • 3k views
    • 
    • david rigby
    • September 25, 1999

37. Terminating participating employer of a PEP plan - spin-off required?

    By MrsMacias, October 24, 2024
    • 5 replies
    • 3k views
    • 
    • RatherBeGolfing
    • December 11, 2024

38. "Retirement Loan Eraser??!!" - How/what?

    By SFSD, November 16, 2015
    • 12 replies
    • 3k views
    • 
    • MoJo
    • September 27, 2016

39. Shared Employees

    By MarZDoates, April 30, 2003
    • 3 replies
    • 3k views
    • 
    • Ron Snyder
    • May 1, 2003

40. Top Heavy Plans

    By Guest DIGMYDOG, June 4, 2003
    • 11 replies
    • 3k views
    • 
    • QDROphile
    • June 8, 2003

41. Frozen profit sharing plan - vesting

    By taxllm, October 12, 2015
    • 8 replies
    • 3k views
    • 
    • taxllm
    • October 12, 2015

42. changing to 1000 hours/last day requirement in mid year

    By Santo Gold, June 8, 2006
    • 4 replies
    • 3k views
    • 
    • wsp
    • June 9, 2006

43. 1,000-Hour Requirement

    By jpod, May 18, 2018
    • 4 replies
    • 3k views
    • 
    • Tom Poje
    • May 21, 2018

44. Top Heavy testing w/rollovers

    By Belgarath, August 29, 2003
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • September 3, 2003

45. Application of TAM 9735001

    By Guest merlin, September 19, 2002
    • 12 replies
    • 3k views
    • 
    • Belgarath
    • September 20, 2002

46. 1099-R EIN

    By Denice England, April 8, 2020
    • 7 replies
    • 2.9k views
    • 
    • Bird
    • April 13, 2020

47. Tying bank services to receipt of qualified plan

    By Guest philc, October 29, 2003
    • 11 replies
    • 2.9k views
    • 
    • jpod
    • May 19, 2014

48. Death of participant

    By Cynchbeast, March 8, 2018
    • 20 replies
    • 2.9k views
    • 
    • Peter Gulia
    • March 14, 2018

49. Interference with ERISA rights

    By Guest Sieve, February 11, 2009
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • February 13, 2009

50. Transfer of non-vested money to another plan

    By Santo Gold, February 23, 2007
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • February 23, 2007