Retirement Plans in General

5,781 topics in this forum

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

   By Tom Poje, October 18, 2002
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   • Tom Poje
   • October 18, 2002

2. Manulife or Hartford Interface

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

3. Davis Bacon & Coverage testing

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

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

   By katieinny, January 19, 2010
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   • katieinny
   • January 19, 2010

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

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

6. Wrong EIN for plan sponsor

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

7. Congress Approves Hurricane Relief Bill

   By RatherBeGolfing, September 29, 2017
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   • RatherBeGolfing
   • September 29, 2017

8. asg with age based allocation to sole props

   By Earl, April 19, 2000
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   • Earl
   • April 19, 2000

9. Early Retirement Window in 401(k) Plan

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

10. fiduciary bond

    By Scuba 401, September 24, 2009
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    • Scuba 401
    • September 24, 2009

11. California Retirement Specialists

    By RGiannini, April 21, 2017   

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

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

    By Belgarath, August 28, 2019
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    • Belgarath
    • August 28, 2019

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

    By John A, November 8, 2000
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    • John A
    • November 8, 2000

14. 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

15. GUST Restatements

    By Steve72, June 12, 2001
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    • Steve72
    • June 12, 2001

16. Cycle 3 Restatements

    By DCPensionGal, January 19, 2022
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    • 439 views
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    • DCPensionGal
    • January 19, 2022

17. Leased Employees 1,500 Hours?

    By KateSmithPA, August 15, 2001
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    • KateSmithPA
    • August 15, 2001

18. Your name in front of 100,000

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

19. 5500 Schedule G

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

20. Top heavy determination for short plan year

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

21. 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

22. 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

23. Davis-Bacon Contributions and 401k Safe Harbor

    By perkinsran, October 17, 2003
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    • perkinsran
    • October 17, 2003

24. former key due to EGTRRA changes

    By R. Butler, February 7, 2008
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    • R. Butler
    • February 7, 2008

25. Predecessor service with a foreign business

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

26. 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
    • 375 views
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    • Peter Gulia
    • March 19, 2021

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

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

28. Compensation to Retiree for Service as Fiduciary

    By mal, January 23, 2003
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    • 982 views
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    • mal
    • January 23, 2003

29. Current status of all EGTRRA sunsets

    By masteff, October 20, 2009
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    • masteff
    • October 20, 2009

30. Another ASG question

    By rcline46, June 16, 2011
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    • 819 views
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    • rcline46
    • June 16, 2011

31. Owners' credit for years of service

    By Cynchbeast, December 19, 2012
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    • 706 views
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    • Cynchbeast
    • December 19, 2012

32. Leased Employer

    By dmb, November 7, 2001
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    • 1.3k views
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    • dmb
    • November 7, 2001

33. 2000 Sar

    By Cathy from Chicago, June 13, 2001
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    • Cathy from Chicago
    • June 13, 2001

34. when to file for an initial determination

    By Gudgergirl, April 15, 2010
    • 0 replies
    • 825 views
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    • Gudgergirl
    • April 15, 2010

35. Longevity Annuities

    By Earl, August 26, 2015
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    • 658 views
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    • Earl
    • August 26, 2015

36. Automated 5500 Processing

    By Guest Ken Newhouse, April 16, 1999
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    • Guest
    • April 16, 1999

37. Continuing DC Plan Contributions for Disabled Empl

    By Guest rocnrols2, April 14, 2003
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    • Guest
    • April 14, 2003

38. NJ State Disability included in W-2 compensation

    By Guest mpark, February 18, 2004
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    • Guest
    • February 18, 2004

39. Indexed limits

    By Tom Poje, August 15, 2012
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    • Tom Poje
    • August 15, 2012

40. P.S. 58 Costs

    By Guest Barney Byrd, April 18, 1999
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    • 2k views
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    • Guest
    • April 18, 1999

41. Can employees who have not completed a year of service be excluded fro

    By Guest irenes, October 18, 2000
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    • Guest
    • October 18, 2000

42. the indexed limits

    By Tom Poje, January 16, 2015
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    • 826 views
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    • Tom Poje
    • January 16, 2015

43. IRS releases 2023 retirement plan limits

    By Lois Baker, October 21, 2022
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    • 666 views
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    • Lois Baker
    • October 21, 2022

44. Coming out of PEO and wants to set up new plans

    By Jakyasar, December 23, 2022
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    • 431 views
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    • Jakyasar
    • December 23, 2022

45. Relius users - beneficiary forms if a trust is named as beneficiary

    By Belgarath, November 17, 2021
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    • 591 views
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    • Belgarath
    • November 17, 2021

46. Tip income

    By Guest EdShill, July 25, 2000
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    • Guest
    • July 25, 2000

47. Are parking spaces a good plan investment?

    By bzorc, September 14, 2000
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    • bzorc
    • September 14, 2000

48. Spouse Earned Income

    By David MacLennan, February 5, 2001
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    • David MacLennan
    • February 5, 2001

49. Affiliated Service Group question.

    By Guest JPotosky, April 27, 2001
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    • 1.3k views
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    • Guest
    • April 27, 2001

50. changing plan years due to EGTRRA

    By Guest nmh, June 13, 2001
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    • 1.3k views
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    • Guest
    • June 13, 2001