Retirement Plans in General

5,781 topics in this forum

1. Average compensation for testing

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

2. Revoking a TEFRA 242(b) election

   By TPATC, November 9, 2018   

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

3. Dissolved Corporation as Plan Sponsor

   By Guest Patrick Foley, November 27, 2001
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   • 1.9k views
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   • Guest
   • November 27, 2001

4. Death benefits - protected?

   By Guest Sieve, June 28, 2008
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   • 1.6k views
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   • Guest
   • June 28, 2008

5. Two plans, same trust

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

6. Restorative Payments

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

7. Faculty Early Retirement Plans

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

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

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

9. ERISA Jail

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

10. Disability Distributions-20% withholding

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

11. 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

12. 415 language for multiple DC plans

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

13. IRS Form 945 paper or electronic

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

14. family limited partnerships

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

15. 414(s) compensation test

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

16. 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

17. Safe Harbor 401k-Active Military

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

18. 2% S Corporation Shareholder

    By Guest Buzzman, July 29, 2009
    • 0 replies
    • 2.3k views
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    • Guest
    • July 29, 2009

19. indexed limits

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

20. Refunding Health Deductions from DB Plans

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

21. 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

22. Early Retirement Window

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

23. Prevailing wage plans

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

24. 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

25. New Audit feature?

    By rcline46, September 21, 2011
    • 0 replies
    • 1.1k views
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    • rcline46
    • September 21, 2011

26. increase in max contribution....

    By Guest, February 21, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • February 21, 2000

27. Tax deductions in corporate transactions

    By Carol V. Calhoun, November 13, 2023
    • 0 replies
    • 441 views
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    • Carol V. Calhoun
    • November 13, 2023

28. Vesting when merging plans

    By Guest Thornton, June 8, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 8, 2001

29. robbing from peter to pay paul

    By Guest n00b_9, March 19, 2011
    • 0 replies
    • 794 views
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    • Guest
    • March 19, 2011

30. E&O coverage

    By Jakyasar, November 9, 2021
    • 0 replies
    • 549 views
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    • Jakyasar
    • November 9, 2021

31. indexed limits projection

    By Tom Poje, July 18, 2016
    • 0 replies
    • 593 views
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    • Tom Poje
    • July 18, 2016

32. IRS levy overpaid in error by employer

    By Brian, November 12, 2018
    • 0 replies
    • 450 views
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    • Brian
    • November 12, 2018

33. General Nondiscrimanation Test for Retirees

    By Guest HarveyC, April 15, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • April 15, 2002

34. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker, November 13, 2025
    • 0 replies
    • 951 views
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    • Lois Baker
    • November 13, 2025

35. Section 3401(a) compensation and section 129

    By Guest Rae, January 31, 2003
    • 0 replies
    • 1.9k views
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    • Guest
    • January 31, 2003

36. Restorative Payments Made to a Qualified Plan

    By Guest Edward McElroy, March 4, 1999
    • 0 replies
    • 2k views
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    • Guest
    • March 4, 1999

37. Retroactive plan amenmdents relating to elective/optional law changes

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.6k views
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    • Guest
    • September 12, 2000

38. Including Prior Employer Compensation in Defined Contribution Plans

    By Guest smithee, April 2, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • April 2, 2001

39. EPCRS program

    By Belgarath, August 31, 2001
    • 0 replies
    • 1.7k views
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    • Belgarath
    • August 31, 2001

40. Real Estate Transaction

    By eilano, February 28, 2000
    • 0 replies
    • 1.4k views
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    • eilano
    • February 28, 2000

41. Control Group Testing

    By Guest LoloV, September 3, 2003
    • 0 replies
    • 1.1k views
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    • Guest
    • September 3, 2003

42. How do you calculate MPA (maximum payable amount)?

    By Guest Enda80, July 25, 2008
    • 0 replies
    • 1k views
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    • Guest
    • July 25, 2008

43. 408 Service Provider Agreements for CD Investments

    By BeanCounterBlues, October 16, 2008
    • 0 replies
    • 885 views
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    • BeanCounterBlues
    • October 16, 2008

44. Controlled Group-beneficiary of trust as common owner?

    By AndrewZ, June 10, 2011
    • 0 replies
    • 1.4k views
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    • AndrewZ
    • June 10, 2011

45. Do 457(b) and 457(f) plans need to file Annual Returns on IRS Form 550

    By Guest McElroy, February 1, 2001
    • 0 replies
    • 2.6k views
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    • Guest
    • February 1, 2001

46. Revenue Sharing Agreements

    By kwalified, January 19, 2012
    • 0 replies
    • 875 views
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    • kwalified
    • January 19, 2012

47. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 9, 2001

48. Controlled Group: Adopting Employer no more in the controlled group, wants to terminate participation

    By rodin011, March 2, 2013   

    • controlled group
    • disjoinder?
    • 0 replies
    • 2.6k views
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    • rodin011
    • March 2, 2013

49. Is this an Affiliated Service Group (ASG)?

    By nbsign, December 6, 2015
    • 0 replies
    • 891 views
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    • nbsign
    • December 6, 2015

50. ARA files objection to DOL threats of "alternative enforcement measures" for failing to file VFCP

    By RatherBeGolfing, June 8, 2018
    • 0 replies
    • 503 views
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    • RatherBeGolfing
    • June 8, 2018