Retirement Plans in General

5,781 topics in this forum

1. PCs within an LLP

   By nancy, September 24, 2001
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   • nancy
   • September 24, 2001

2. Plan Distributions and Workman's Comp

   By Guest merlin, April 11, 2003
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   • Guest
   • April 11, 2003

3. No longer common control

   By Guest gbialikcpa, September 29, 2010
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   • Guest
   • September 29, 2010

4. Any disadvantages to making top-paid group election to determine HCEs?

   By John A, February 21, 2001
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   • John A
   • February 21, 2001

5. New Vendor - Rollover

   By waid10, June 8, 2005
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   • waid10
   • June 8, 2005

6. Limits for 2006

   By Belgarath, October 14, 2005
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   • Belgarath
   • October 14, 2005

7. target benefit and the land of the bizarre

   By Tom Poje, April 30, 2009
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   • Tom Poje
   • April 30, 2009

8. Employer Reimbursed by Trust Assets for Payment of Administrative Expe

   By Guest Edward McElroy, December 17, 2001
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   • Guest
   • December 17, 2001

9. Model 204(h) Notice Under New Proposed Regs.

   By Christine Roberts, December 11, 2002
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   • Christine Roberts
   • December 11, 2002

10. Strange question - overcontribution to non=profit Money Purchase

    By Belgarath, March 21, 2016
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    • Belgarath
    • March 21, 2016

11. Counting service with a prior employer.

    By katieinny, February 19, 2003
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    • katieinny
    • February 19, 2003

12. Change in Sponsor's Fiscal Year

    By mming, March 8, 2007
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    • mming
    • March 8, 2007

13. Controlled group one year but not the next

    By Santo Gold, March 30, 2007
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    • Santo Gold
    • March 30, 2007

14. Management ASG

    By Guest djsimonetti, March 15, 1999
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    • Guest
    • March 15, 1999

15. contribution to plan as incentive comp

    By Guest cac3900, February 3, 2006
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    • Guest
    • February 3, 2006

16. Controlled Group

    By Lou S., December 17, 2012
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    • Lou S.
    • December 17, 2012

17. Pre-ERISA service issue

    By chris, March 14, 2000
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    • chris
    • March 14, 2000

18. Flip Flops after EGTRRA

    By Guest Mark Draa, June 11, 2001
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    • Guest
    • June 11, 2001

19. SSA Projected wage bases

    By Tom Poje, October 17, 2001
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    • Tom Poje
    • October 17, 2001

20. New DC Plan - lump sum payments

    By richard, November 30, 2000
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    • richard
    • November 30, 2000

21. Benefit restoration under USERRA

    By Guest HRAdvisor, October 25, 2007
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    • Guest
    • October 25, 2007

22. 1 business in U.S., one in Puerto Rico

    By Belgarath, January 24, 2011
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    • Belgarath
    • January 24, 2011

23. section 646... same desk rule..

    By K-t-F, December 18, 2006
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    • K-t-F
    • December 18, 2006

24. Time limits for IRS audit?

    By Kevin C, December 22, 2010
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    • Kevin C
    • December 22, 2010

25. Trustees for self directed brokerage accounts

    By AKconsult, December 18, 2012
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    • AKconsult
    • December 18, 2012

26. Penalty for Late Contribution

    By Guest TortoraG, March 26, 1999
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    • Guest
    • March 26, 1999

27. General Fund to Directed Investment to General Fund

    By chris, July 26, 2002
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    • chris
    • July 26, 2002

28. Irrevocable waivers for members of religious sect

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

29. 457K withdrawal

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

30. USERRA and State Law

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

31. 2010 COLA & Rollover Chart (Revised)

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

32. 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

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

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

34. Eligibility Computation Period other than 1 plan year

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

35. Master Custodian Request for Proposal

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

36. MEP resources

    By AlbanyConsultant, September 15, 2023
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    • 537 views
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    • AlbanyConsultant
    • September 15, 2023

37. bad plan design

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

38. Plan Comp Limit when accrual period < 12 months

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

39. Ah, welcome!

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

40. Exception to spousal attribution

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

41. Foreign Corporations Retirement Plan

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

42. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee, January 13, 2017   

    • nonperiodic payment
    • eligible rollover distribution
    • (and 1 more)

      Tagged with:

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

43. Franchise and effects

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

44. Earned Income for non-US citizen

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

45. 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

46. Requirements for Filing VCP for nonamender client

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

47. Does including otherwise excludable employees require a plan amendment

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

48. Commonly asked questions

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

49. 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

50. 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