Retirement Plans in General

5,751 topics in this forum

1. Irrevocable waivers for members of religious sect

   By rcline46, September 25, 2003
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   • rcline46
   • September 25, 2003

2. 457K withdrawal

   By Guest km8303, January 15, 2001
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   • Guest
   • January 15, 2001

3. USERRA and State Law

   By Guest slt, November 7, 2001
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   • Guest
   • November 7, 2001

4. 2010 COLA & Rollover Chart (Revised)

   By Gary Lesser, October 19, 2009
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   • Gary Lesser
   • October 19, 2009

5. Fee Disclosure during a Transition to a New Provider

   By hightower.texas, August 24, 2015   

   • fee disclosuretransition
   • new recordkeeper
   • (and 5 more)

     Tagged with:

     • fee disclosuretransition
     • new recordkeeper
     • change notice
     • fee
     • participant disclosure
     • notice
     • blackout
   • 0 replies
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   • hightower.texas
   • August 24, 2015

6. annual "plan ahead" your filings as FIRE shuts down

   By Tom Poje, November 13, 2017
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   • Tom Poje
   • November 13, 2017

7. Eligibility Computation Period other than 1 plan year

   By Guest Bill Mulkern, March 27, 1999
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   • Guest
   • March 27, 1999

8. Master Custodian Request for Proposal

   By Guest Jhagan, November 6, 2002
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   • Guest
   • November 6, 2002

9. MEP resources

   By AlbanyConsultant, September 15, 2023
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   • AlbanyConsultant
   • September 15, 2023

10. bad plan design

    By Santo Gold, December 22, 2010
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    • 905 views
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    • Santo Gold
    • December 22, 2010

11. Plan Comp Limit when accrual period < 12 months

    By Guest KennyH, April 3, 2012
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    • Guest
    • April 3, 2012

12. Ah, welcome!

    By Cathy from Chicago, January 18, 2000
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    • Cathy from Chicago
    • January 18, 2000

13. Exception to spousal attribution

    By Sublime, November 11, 2024
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    • Sublime
    • November 11, 2024

14. Foreign Corporations Retirement Plan

    By Guest Ed F., December 22, 2010
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    • 839 views
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    • Guest
    • December 22, 2010

15. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee, January 13, 2017   

    • nonperiodic payment
    • eligible rollover distribution
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      Tagged with:

      • nonperiodic payment
      • eligible rollover distribution
      • lump sum
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    • tax & coffee
    • January 13, 2017

16. Franchise and effects

    By Guest fusiuser, March 20, 2000
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    • Guest
    • March 20, 2000

17. Earned Income for non-US citizen

    By katdmin, November 12, 2021
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    • 418 views
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    • katdmin
    • November 12, 2021

18. D/B Plan with some D/C Limits under IRC 414(k)(2).

    By Guest wjr, November 8, 2000
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    • Guest
    • November 8, 2000

19. Requirements for Filing VCP for nonamender client

    By Guest WantsToLearn, November 17, 2006
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    • Guest
    • November 17, 2006

20. Does including otherwise excludable employees require a plan amendment

    By John A, March 20, 2000
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    • John A
    • March 20, 2000

21. Commonly asked questions

    By Guest Parker, March 21, 2000
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    • Guest
    • March 21, 2000

22. Do we have a controlled group for 2000 if controlled group for part of

    By Guest PAUL DUGAN, November 8, 2000
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    • Guest
    • November 8, 2000

23. Can a company make a profit sharing contribution consisting of either

    By Guest michaelv, February 22, 2001
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    • Guest
    • February 22, 2001

24. Inflation adjsuted amounts (new comp limits, etc)

    By Tom Poje, October 18, 2002
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    • 1.2k views
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    • Tom Poje
    • October 18, 2002

25. Manulife or Hartford Interface

    By Guest TrustMe401k, March 9, 2000
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    • Guest
    • March 9, 2000

26. Davis Bacon & Coverage testing

    By Guest penfirn, January 9, 2006
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    • Guest
    • January 9, 2006

27. I'm pretty sure this is an affiliated service group

    By katieinny, January 19, 2010
    • 0 replies
    • 888 views
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    • katieinny
    • January 19, 2010

28. When may one use an EGTRRA RAC clarifying amendment?

    By Guest Enda80, February 21, 2009
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    • Guest
    • February 21, 2009

29. Wrong EIN for plan sponsor

    By Cynchbeast, November 22, 2016
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    • Cynchbeast
    • November 22, 2016

30. Congress Approves Hurricane Relief Bill

    By RatherBeGolfing, September 29, 2017
    • 0 replies
    • 381 views
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    • RatherBeGolfing
    • September 29, 2017

31. asg with age based allocation to sole props

    By Earl, April 19, 2000
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    • 1.7k views
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    • Earl
    • April 19, 2000

32. Early Retirement Window in 401(k) Plan

    By Guest Bearlee, January 3, 2008
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    • Guest
    • January 3, 2008

33. fiduciary bond

    By Scuba 401, September 24, 2009
    • 0 replies
    • 932 views
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    • Scuba 401
    • September 24, 2009

34. California Retirement Specialists

    By RGiannini, April 21, 2017   

    • capital forum on pensions
    • retirement conference
    • 0 replies
    • 370 views
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    • RGiannini
    • April 21, 2017

35. Controlled group, different plans/years - HCE determination

    By Belgarath, August 28, 2019
    • 0 replies
    • 905 views
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    • Belgarath
    • August 28, 2019

36. Amendments restricting in-kind distributions: 1) same effective date r

    By John A, November 8, 2000
    • 0 replies
    • 1.3k views
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    • John A
    • November 8, 2000

37. When must bond for "non-qualifying plan assets" be effective

    By John A, April 26, 2001
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    • 1.4k views
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    • John A
    • April 26, 2001

38. GUST Restatements

    By Steve72, June 12, 2001
    • 0 replies
    • 2k views
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    • Steve72
    • June 12, 2001

39. Cycle 3 Restatements

    By DCPensionGal, January 19, 2022
    • 0 replies
    • 417 views
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    • DCPensionGal
    • January 19, 2022

40. Leased Employees 1,500 Hours?

    By KateSmithPA, August 15, 2001
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    • 2.2k views
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    • KateSmithPA
    • August 15, 2001

41. Your name in front of 100,000

    By Guest lawallach, April 7, 2009
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    • Guest
    • April 7, 2009

42. 5500 Schedule G

    By Guest Frank Jackson, April 6, 1999
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    • Guest
    • April 6, 1999

43. Top heavy determination for short plan year

    By Guest mo, March 29, 2000
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    • Guest
    • March 29, 2000

44. removing SSN's from reports

    By eilano, July 7, 2003
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    • 1.3k views
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    • eilano
    • July 7, 2003

45. Does the Corbel document provide for expenses to be paid from the trus

    By jkharvey, February 5, 2001
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    • jkharvey
    • February 5, 2001

46. Davis-Bacon Contributions and 401k Safe Harbor

    By perkinsran, October 17, 2003
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    • 1.5k views
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    • perkinsran
    • October 17, 2003

47. former key due to EGTRRA changes

    By R. Butler, February 7, 2008
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    • 1.1k views
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    • R. Butler
    • February 7, 2008

48. Predecessor service with a foreign business

    By Guest haydenks, April 8, 1999
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    • Guest
    • April 8, 1999

49. Tax credit for a small employer’s start-up expenses for using a multiple-employer plan?

    By Peter Gulia, March 19, 2021   

    • tax credit; 45e
    • 0 replies
    • 348 views
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    • Peter Gulia
    • March 19, 2021

50. Qualified vs. non-Qualified stock options for Self Employed

    By Belgarath, October 20, 2015
    • 0 replies
    • 864 views
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    • Belgarath
    • October 20, 2015