Retirement Plans in General

5,751 topics in this forum

1. DB RMD - changed the plan year during 2020

   By Jakyasar, December 12, 2020
   • 1 reply
   • 542 views
   • 
   • Jakyasar
   • December 15, 2020

2. Participant under threshold to get allocation in 2020; options?

   By AlbanyConsultant, January 14, 2021
   • 4 replies
   • 540 views
   • 
   • Mike Preston
   • January 28, 2021

3. ER makes a contribution for the Independent Contractor

   By Jakyasar, March 20, 2024
   • 1 reply
   • 540 views
   • 
   • C. B. Zeller
   • March 20, 2024

4. Are money purchase pension plans subject to 408(b)(2)?

   By Lori H, January 27, 2017
   • 2 replies
   • 540 views
   • 
   • Lori H
   • January 31, 2017

5. Matching Contribution Adjustment

   By mjf06241972, November 12, 2019
   • 1 reply
   • 539 views
   • 
   • ratherbereading
   • November 12, 2019

6. Affiliated Service Group

   By Dougsbpc, August 8, 2018
   • 3 replies
   • 539 views
   • 
   • Belgarath
   • August 10, 2018

7. Combo plan testing with otherewise excludable employees

   By Jakyasar, February 12, 2024
   • 2 replies
   • 537 views
   • 
   • Jakyasar
   • February 12, 2024

8. required minimum distributions

   By Egold, January 9, 2021
   • 2 replies
   • 537 views
   • 
   • pensiongeek
   • January 28, 2021

9. Terminated 401(k) plan

   By Cynchbeast, January 16, 2020
   • 1 reply
   • 537 views
   • 
   • ratherbereading
   • January 17, 2020

10. Participant entitled to SHNE contribution?

    By Dougsbpc, October 30, 2023
    • 1 reply
    • 537 views
    • 
    • Paul I
    • October 30, 2023

11. Plan administrator sent me my first annual 409A plan distribution a year too early

    By RayJJohnsonJr, April 21, 2023
    • 3 replies
    • 537 views
    • 
    • RayJJohnsonJr
    • May 2, 2023

12. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

    • withholding
    • 3 replies
    • 537 views
    • 
    • DPSRich
    • January 31, 2017

13. Permitted Disparity Language on Statements--New Comp?

    By BG5150, January 6, 2022
    • 2 replies
    • 536 views
    • 
    • BG5150
    • January 6, 2022

14. PS correction not counting towards annual addition?

    By AlbanyConsultant, July 3, 2023
    • 1 reply
    • 536 views
    • 
    • FORMER ESQ.
    • July 3, 2023

15. Spin off from ASG

    By Gilmore, December 28, 2021
    • 1 reply
    • 534 views
    • 
    • Dave Baker
    • January 3, 2022

16. Credit for State of Maryland Pick up contribution

    By Godswill O. Uche, December 6, 2019
    • 1 reply
    • 534 views
    • 
    • Larry Starr
    • December 6, 2019

17. Insurance Agent Compensation

    By R. Butler, April 12, 2016
    • 0 replies
    • 534 views
    • 
    • R. Butler
    • April 12, 2016

18. 410(b) and determination letters

    By AndyH, November 12, 2020
    • 2 replies
    • 533 views
    • 
    • AndyH
    • November 16, 2020

19. Key Employee Question

    By Dougsbpc, October 28, 2023
    • 2 replies
    • 533 views
    • 
    • Luke Bailey
    • November 2, 2023

20. Is a Top Heavy contribution subject to coverage rules?

    By BG5150, December 7, 2022
    • 2 replies
    • 533 views
    • 
    • Bri
    • December 8, 2022

21. Prohibited Transaction: Can 4975(a) tax be reduced

    By Jeff Kirtner, November 28, 2022
    • 0 replies
    • 531 views
    • 
    • Jeff Kirtner
    • November 28, 2022

22. One participant plan if it used to cover none owned

    By CKocher, September 6, 2023
    • 4 replies
    • 531 views
    • 
    • CKocher
    • September 10, 2023

23. TPA Sample Forms

    By AmyETPA, April 19, 2023
    • 1 reply
    • 531 views
    • 
    • Paul I
    • April 20, 2023

24. top heavy and SEP, 401k

    By Belgarath, April 4, 2016
    • 1 reply
    • 531 views
    • 
    • Lou S.
    • April 4, 2016

25. Sep Calendar year overlaps fiscal year of new plan

    By Belgarath, September 8, 2016
    • 0 replies
    • 529 views
    • 
    • Belgarath
    • September 8, 2016

26. 415(c) limitation for terminating DC plan

    By Belgarath, October 23
    • 4 replies
    • 528 views
    • 
    • Belgarath
    • October 24

27. Physician with ownership in Dialysis Center

    By Dougsbpc, March 30, 2022
    • 1 reply
    • 528 views
    • 
    • Nate S
    • March 30, 2022

28. Retirement Plan Roles and Industry Compensation Study

    By mlp0816, June 9, 2021
    • 1 reply
    • 528 views
    • 
    • Bob the Swimmer
    • June 10, 2021

29. 211 whistleblower process

    By drakecohen, March 26, 2024
    • 0 replies
    • 526 views
    • 
    • drakecohen
    • March 26, 2024

30. including "taxable welfare benefits" in Sole Prop plan

    By Belgarath, May 5, 2016
    • 1 reply
    • 524 views
    • 
    • Belgarath
    • May 10, 2016

31. Short plan year w/ self employed--comp issue

    By BG5150, April 7, 2022
    • 1 reply
    • 522 views
    • 
    • Nate S
    • April 7, 2022

32. Union company, can owner have his own?

    By ombskid, March 3, 2016
    • 1 reply
    • 521 views
    • 
    • Mike Preston
    • March 3, 2016

33. E&O coverage

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

34. TH Test Balance question

    By BG5150, February 7, 2017
    • 6 replies
    • 519 views
    • 
    • Belgarath
    • February 8, 2017

35. Deductibility of PS and mid-year entrant comp

    By BG5150, March 15, 2017
    • 2 replies
    • 518 views
    • 
    • Mike Preston
    • March 15, 2017

36. Alternate Payee Allocation

    By Irmat, February 12, 2021
    • 1 reply
    • 518 views
    • 
    • david rigby
    • February 12, 2021

37. MEP - waiver of eligibility requirements when joining

    By AlbanyConsultant, March 20, 2024
    • 0 replies
    • 517 views
    • 
    • AlbanyConsultant
    • March 20, 2024

38. Death Benefit Payout Periods under SECURE Act

    By Belgarath, October 14, 2020
    • 2 replies
    • 515 views
    • 
    • cathyw
    • October 14, 2020

39. Late adopter - SB attachment

    By Jakyasar, September 23, 2024
    • 1 reply
    • 515 views
    • 
    • Calavera
    • September 23, 2024

40. Looking for an old EGTRRA Opinion Letter

    By jeff77, August 28, 2020
    • 0 replies
    • 515 views
    • 
    • jeff77
    • August 28, 2020

41. Deductibility of Contributions

    By 401_noob, May 2, 2017   

    • 404a3
    • 2 replies
    • 515 views
    • 
    • 401_noob
    • May 2, 2017

42. Matching Contribution Timing

    By mjf06241972, December 9, 2020
    • 2 replies
    • 514 views
    • 
    • MWeddell
    • December 14, 2020

43. In Memoriam: Karen Ferguson, founder of the Pension Rights Center

    By Lois Baker, December 31, 2021
    • 0 replies
    • 513 views
    • 
    • Lois Baker
    • December 31, 2021

44. affiliated service/controlled group

    By thepensionmaven, November 16, 2017
    • 3 replies
    • 513 views
    • 
    • Mike Preston
    • November 16, 2017

45. affiliated service

    By thepensionmaven, June 16, 2016
    • 1 reply
    • 512 views
    • 
    • Mike Preston
    • June 16, 2016

46. MEP resources

    By AlbanyConsultant, September 15, 2023
    • 0 replies
    • 511 views
    • 
    • AlbanyConsultant
    • September 15, 2023

47. Self Correction - THM and Gateway Allocations

    By 52626, August 24, 2017
    • 1 reply
    • 511 views
    • 
    • Mike Preston
    • August 24, 2017

48. Starting 401k plan with an existing DB Plan

    By coleboy, August 28, 2018
    • 3 replies
    • 510 views
    • 
    • Tom Poje
    • August 29, 2018

49. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal, March 24, 2023
    • 0 replies
    • 510 views
    • 
    • mal
    • March 24, 2023

50. Money Purchase Plan - restrictions on investments?

    By TaxLawyer1978, July 20, 2018
    • 1 reply
    • 509 views
    • 
    • Larry Starr
    • July 20, 2018