Retirement Plans in General

5,771 topics in this forum

1. Was the song’s 64 a retirement age in England?

   By Peter Gulia, March 29, 2021   

   • normal retirement age
   • 9 replies
   • 1.5k views
   • 
   • MoJo
   • March 30, 2021

2. Was there a partial termination in 2020?

   By Peter Gulia, December 21, 2020   

   • partial termination
   • 3 replies
   • 659 views
   • 
   • EBECatty
   • December 21, 2020

3. Wasting Trust

   By Guest taj32z, November 19, 2002
   • 9 replies
   • 4.1k views
   • 
   • Kirk Maldonado
   • November 20, 2002

4. We recently changed administrators mid-year and were told by the new a

   By Guest mia, April 19, 2001
   • 1 reply
   • 1.5k views
   • 
   • Medusa
   • April 19, 2001

5. Web Subscriber services for Retirement Plans (401k, 403b, 457,etc etc)

   By Guest CPeterson, December 7, 1998
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 8, 1998

6. Weird ER request re: PS contribution-NEED HELP!

   By t.haley, December 2, 2011
   • 2 replies
   • 979 views
   • 
   • Effen
   • December 5, 2011

7. What action should be taken when it is discovered that participants ar

   By John A, May 15, 2001
   • 12 replies
   • 2.4k views
   • 
   • Mary Kay Foss
   • May 18, 2001

8. What affect does a union plan have on a plan of the employer in which

   By John A, March 15, 2001
   • 8 replies
   • 2.3k views
   • 
   • KJohnson
   • March 29, 2001

9. What are common pitfalls of administering Davis Bacon plans?

   By Guest Stacey L Miller, April 2, 2001
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • April 5, 2001

10. What are contribution accrual requirements for frozen money purchase p

    By Guest mo again, October 3, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 3, 2000

11. What are plan sponsor's options if intended profit sharing contributio

    By John A, February 22, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 23, 2000

12. What are the differences between the "non-traditional" OBRA

    By Guest Brandi King, October 3, 2000
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 7, 2000

13. What are the difficulties of a brokerage window?

    By Peter Gulia, April 14, 2025
    • 9 replies
    • 3.9k views
    • 
    • Peter Gulia
    • April 16, 2025

14. What are the issues when a company would like to include non-U.S. citi

    By John A, October 11, 2000
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • October 20, 2000

15. What are the rules for hardship distributions from profit sharing plan

    By John A, December 6, 1999
    • 5 replies
    • 9.2k views
    • 
    • Mary Kay Foss
    • October 26, 2000

16. What can I do for my nieces?

    By dh003i, November 7, 2004
    • 46 replies
    • 6.4k views
    • 
    • Guest
    • November 17, 2004

17. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia, January 7, 2023
    • 7 replies
    • 1.7k views
    • 
    • Paul I
    • February 10, 2023

18. What do companies need to do to fulfill the requirement for submitting

    By Guest Wendy@dii, January 5, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2000

19. What do you do if a company accidentally wires too much money?

    By FundeK, October 29, 2003
    • 7 replies
    • 2.9k views
    • 
    • Belgarath
    • November 11, 2003

20. What do you do with a recalcitrant participant?

    By Peter Gulia, August 1, 2018   

    • distribution
    • 21 replies
    • 2k views
    • 
    • ESOP Guy
    • April 4, 2019

21. What documentation is required to amend Money Purchase to Profit Shari

    By Lynn Campbell, February 11, 2002
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • February 13, 2002

22. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978, October 8, 2018
    • 14 replies
    • 3.6k views
    • 
    • imchipbrown
    • October 10, 2018

23. What does "true up transfer" mean ?

    By Moe Howard, March 8, 2001
    • 5 replies
    • 4.7k views
    • 
    • actuarysmith
    • March 12, 2001

24. What does "last day employment" mean?

    By Guest CharlieLaur, February 25, 2005
    • 16 replies
    • 23.3k views
    • 
    • mbozek
    • March 8, 2005

25. What fees can be paid from the plan assets?

    By Jakyasar, January 15, 2021
    • 4 replies
    • 1.7k views
    • 
    • FORMER ESQ.
    • January 16, 2021

26. What gets an employer (or plan trustee) sued?

    By Peter Gulia, April 23, 2013
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 9, 2013

27. What happens if you do not timely amend?

    By Guest Enda80, March 29, 2008
    • 1 reply
    • 855 views
    • 
    • Everett Moreland
    • March 29, 2008

28. What happens with the MRD rules where a 5% owner ceases to be a 5% own

    By Guest Rooster, March 2, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 2001

29. what if my company b(company b bought my company a) files for bankrupt

    By Guest nharpist, December 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 2000

30. What if Plan uses Employer's EIN for 1099's and/or Accounts?

    By BG5150, January 20, 2021
    • 6 replies
    • 1.3k views
    • 
    • Kac1214
    • January 22, 2021

31. What if the plan’s administrator did not know the participant died?

    By Peter Gulia, April 7, 2021   

    • death
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • April 8, 2021

32. What is "Retirement" for RMDs?

    By Guest lizano, May 4, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 5, 2010

33. What is a "de minimis" difference in compensation inclusion percentage

    By JButtrick, October 10, 2003
    • 2 replies
    • 1.9k views
    • 
    • g8r
    • October 10, 2003

34. What is a "plan"?

    By Guest Jeff Moore, November 30, 1999
    • 6 replies
    • 2k views
    • 
    • richard
    • December 4, 1999

35. What is a "retirement income account" for churches?

    By Guest vetat, October 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • October 6, 2000

36. What is a CODA

    By Guest nadiarott, November 19, 2004
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • November 25, 2004

37. What is a master trust?

    By Guest Boilerburm1, May 10, 2006
    • 6 replies
    • 18.9k views
    • 
    • jevd
    • May 12, 2006

38. What is a Pension Trust?

    By Guest jcarlos, October 5, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 5, 2005

39. What is an "disposition or acquisition" for purposes of 410(b)(6)(C)?

    By Luke Bailey, August 2, 2021
    • 5 replies
    • 2.2k views
    • 
    • Luke Bailey
    • August 3, 2021

40. What is an Enrolled Retirement Plan Agent allowed to do?

    By Peter Gulia, August 10, 2018   

    • erpa
    • 14 replies
    • 2.6k views
    • 
    • Peter Gulia
    • August 14, 2018

41. What is best retirement plan option for someone who has a small busine

    By Guest MapleONE, August 5, 2002
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • August 6, 2002

42. What is Compensation?

    By richard, March 16, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 18, 1999

43. What is DOL form EBS-1

    By Guest Fishchick, March 14, 2000
    • 2 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • March 14, 2000

44. What is Going on at the IRS?

    By WDIK, May 11, 2010
    • 9 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

45. what is the advantage of a directed trustee?

    By K2retire, July 18, 2012
    • 1 reply
    • 1.3k views
    • 
    • MoJo
    • July 18, 2012

46. What is the comp to use?

    By Jakyasar, January 9, 2023
    • 5 replies
    • 1.1k views
    • 
    • Jakyasar
    • January 10, 2023

47. What is the correct board for questions on profit sharing plans?

    By Guest tschotland, July 23, 2008
    • 2 replies
    • 891 views
    • 
    • Guest
    • July 24, 2008

48. What is the deduction limit for 2021 and also the testing salary?

    By Jakyasar, September 2, 2021
    • 6 replies
    • 664 views
    • 
    • Jakyasar
    • September 4, 2021

49. What is the extent of a qualified plan's responsibility to pursue survivors and beneficiaries?

    By MMMBENE2000, August 25, 2015   

    • survivors
    • beneficiaries
    • 1 reply
    • 799 views
    • 
    • GMK
    • August 25, 2015

50. What is the first day of the Plan year? New Plan effective 8/1/00, bu

    By Guest michaelv, December 8, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 11, 2000