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Retirement Plans in General

5,751 topics in this forum

  1. What to do with missing participants - California style. (Does Califor

    By John A,
    • 2 replies
    • 2.5k views
    • Guest
    • Guest

  2. What to for final 5500 filing?

    By Jakyasar,
    • 2 replies
    • 2.3k views

  3. What to include as compensation

    By Santo Gold,
    • 4 replies
    • 2k views

  4. What to provide participants as part of a "full annual report&quo

    By jkharvey,
    • 6 replies
    • 1.5k views

  5. What top-heavy benefit does HCE get in a combo plan?

    By Jakyasar,
    • 5 replies
    • 1.1k views

  6. What type of notice when changing from integrated discretionary profit sharing plan to a cross-tested formula?

    By Guest tcunagin,
    • 2 replies
    • 2.6k views

  7. What type of plan?

    By Guest m.n.ouellette,
    • 1 reply
    • 854 views

  8. What type of retirement plan can be set up?

    By Jeannine,
    • 2 replies
    • 1.2k views

  9. What's best retirement vehicle for this Schedule C participant: Uni-K or traditional profit sharing plan?

    By Lori H,
    • 11 replies
    • 4.8k views

  10. What's needed to document a change in plan trustee?

    By betheeg,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  11. What's the best "integration level" for a plain, integrated profit-sharing plan?

    By Dave Baker,
    • 1 reply
    • 551 views

  12. What's the best way to remove the "discretionary profit sharing" accounts from a 401k Plan?

    By Lynn Campbell,
    • 12 replies
    • 2.3k views

  13. What's the difference between a "common" trust and a "collective" trust?

    By Guest rpreston,
    • 2 replies
    • 12.2k views

  14. Whatever became of Ira Cohen?

    By Guest 401der,
    • 6 replies
    • 4.1k views

  15. When 415 excesses are returned, is a 5330 required?

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  16. When a rollover isn't a rollover

    By shERPA,
    • 3 replies
    • 954 views

  17. When am I a key employee?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  18. When an unincorporated partner becomes a W-2 employee mid-year

    By Belgarath,
    • 3 replies
    • 943 views

  19. When are multiple vesting schedules in one plan considered discrimina

    By Guest michaelv,
    • 4 replies
    • 2.8k views

  20. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2,
    • 5 replies
    • 1.5k views

  21. When calculating the 15% contribution limit, can forfeitures first be

    By DP,
    • 7 replies
    • 2.2k views

  22. When can (or should) the plan sponsor make benefit payments?

    By richard,
    • 1 reply
    • 1.4k views

  23. When can plan compensation definition be amended for 414(s) testing?

    By Jakyasar,
    • 9 replies
    • 1.5k views

  24. When can someone use a snap on amendment to amend a retirement plan document?

    By Guest Enda80,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  25. When changing a vesting schedule, are all these statements true?

    By John A,
    • 0 replies
    • 1.5k views

  26. When Controlled Group Ends as to Member...

    By chris,
    • 1 reply
    • 1.3k views

  27. When determining who is an excludable employee under 410(b), which com

    By John A,
    • 3 replies
    • 2.3k views

  28. When did the law change on Money Purchase Plans, allowing plans to reallocate forfeitures (instead of using them to offset the employer contribution)?

    By bzorc,
    • 3 replies
    • 1.3k views

  29. When do the profit sharing contributions have to be deposited by?For a plan year that runs from 6/1/02 through 5/31/03?

    By Jilliandiz,
    • 5 replies
    • 1.9k views

  30. When do the provisions of a plan amendment changing eligibility and ve

    By Guest D. Neuhauser,
    • 2 replies
    • 1.7k views

  31. When do you determine a CG or ASG?

    By Dalai Pookah,   
    • 5 replies
    • 1.6k views

  32. When does a partial termination take place in a controlled group?

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  33. When does ownership change affect ASG status?

    By Guest TBick,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  34. When does profit sharing accrue

    By R. Butler,
    • 3 replies
    • 1.1k views

  35. When Does This Become A Prohibited Transaction?

    By mming,
    • 2 replies
    • 2.1k views

  36. When doing calculations for allocations for self-employed earned income for a retirement plan, does one just subtract the allocation for the employee(

    By Guest Enda80,
    • 5 replies
    • 1.3k views

  37. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.1k views

  38. When Is A Business Entity Formally Recognized For Plan Purposes?

    By mming,
    • 3 replies
    • 936 views

  39. When is a Profit Sharing Plan no longer a Profit Sharing Plan?

    By 52626,
    • 1 reply
    • 423 views

  40. When is a Year of Vesting Service Credited

    By ERISAAPPLE,
    • 5 replies
    • 2.4k views

  41. When is an employee terminated?

    By AKconsult,
    • 6 replies
    • 1.8k views
    • GMK
    • GMK

  42. When is it proper to ignore a plan document's provision?

    By Peter Gulia,   
    • 0 replies
    • 1.1k views

  43. When is receipt of a W-9 necessary?

    By KaJay,
    • 1 reply
    • 660 views

  44. When is the contribution actually made?

    By richard,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  45. When is the prior custodian required to send money to new custodian?

    By Guest chris4013,
    • 4 replies
    • 1.1k views

  46. When is this participant eligible for the CT PS contribution?

    By Pammie57,
    • 7 replies
    • 746 views

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

    By Guest Enda80,
    • 0 replies
    • 788 views
    • Guest
    • Guest

  48. When Must A Plan Be Executed?

    By Scott,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

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

    By John A,
    • 0 replies
    • 1.3k views

  50. When must plan be adopted?

    By Guest LJS,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest
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