Retirement Plans in General

5,781 topics in this forum

1. Military Leave and a Plan that requires Mandatory Contributions

   By Guest MikeD, February 10, 2006
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 10, 2006

2. Insurance Company acting as a PEO?

   By shERPA, July 13, 2015
   • 0 replies
   • 969 views
   • 
   • shERPA
   • July 13, 2015

3. projected limits

   By Tom Poje, July 11, 2019
   • 0 replies
   • 616 views
   • 
   • Tom Poje
   • July 11, 2019

4. 211 whistleblower process

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

5. MP Mergers

   By pbarrett, December 3, 2001
   • 0 replies
   • 1.2k views
   • 
   • pbarrett
   • December 3, 2001

6. Single Employer - Controlled Group/Tiered Partnership

   By Guest RS1, November 23, 2009
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • November 23, 2009

7. ERISA Release for Claim Involving Group Health Plan

   By Guest McElroy, June 19, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 19, 2000

8. Obtaining Copy of Sponsor's Prototype Plan Document from the IRS

   By chris, January 18, 2001
   • 0 replies
   • 1.4k views
   • 
   • chris
   • January 18, 2001

9. Contribution Recovery

   By Guest confused, January 10, 2008
   • 0 replies
   • 1k views
   • 
   • Guest
   • January 10, 2008

10. Schedule Q

    By Guest carsca, September 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2001

11. Form 8752, Section 7519; not sure if these directly refer to retirement plans

    By Guest PivotTable, August 7, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 7, 2010

12. FAS 112

    By Effen, February 2, 2011
    • 0 replies
    • 2k views
    • 
    • Effen
    • February 2, 2011

13. 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

14. GUST deadline for 403(b) plans

    By Guest Willy235, October 23, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 23, 2001

15. Bad Boy Clauses

    By Guest erisafried, November 9, 2001
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • November 9, 2001

16. Management Function Group

    By eilano, March 22, 2004
    • 0 replies
    • 947 views
    • 
    • eilano
    • March 22, 2004

17. Form 990-T

    By Monica Barnard, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Monica Barnard
    • March 14, 2007

18. Correcting 15% non-deductible contributions

    By Guest William Lehman, June 15, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 15, 1999

19. Application of Earnings on Excess 415 limit Correction

    By Dougsbpc, December 1, 2023
    • 0 replies
    • 583 views
    • 
    • Dougsbpc
    • December 1, 2023

20. Reasonable cause request to DOL with DFVC in reserve??

    By chris, May 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • chris
    • May 23, 2001

21. USERRA - Accrual of Benefits for individuals who spend more than 5 yea

    By Guest S Terrill, June 17, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 1999

22. Form 5330 filed electronically late with an excise tax due

    By ESOP Guy, December 3, 2025
    • 0 replies
    • 502 views
    • 
    • ESOP Guy
    • December 3, 2025

23. Worker cooperatives

    By Belgarath, May 18, 2015
    • 0 replies
    • 751 views
    • 
    • Belgarath
    • May 18, 2015

24. Reporting a distribution of life insurance proceeds on a 1099R

    By katieinny, March 22, 2004
    • 0 replies
    • 1.5k views
    • 
    • katieinny
    • March 22, 2004

25. Closed MEP - Top Paid Group Election question

    By justanotheradmin, October 28, 2019
    • 0 replies
    • 493 views
    • 
    • justanotheradmin
    • October 28, 2019

26. PS Allocations & Deductions in Control Group

    By CuseFan, February 12, 2025
    • 0 replies
    • 1.6k views
    • 
    • CuseFan
    • February 12, 2025

27. Joint 50% Surviving Spouse option

    By Guest David5, May 14, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 14, 2002

28. 2003 Tax Withholding Not Remitted

    By JAY21, June 18, 2004
    • 0 replies
    • 896 views
    • 
    • JAY21
    • June 18, 2004

29. Eliminate protected benefits in merger of Domestic Plan into Puerto Rican Plan?

    By Guest ERISAcatNraleigh, November 1, 2004
    • 0 replies
    • 926 views
    • 
    • Guest
    • November 1, 2004

30. Link to techincal explanation etc

    By Appleby, February 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • February 20, 2007

31. Plan eligibility mis-amendment

    By MoShawn, August 9, 2010
    • 0 replies
    • 832 views
    • 
    • MoShawn
    • August 9, 2010

32. Trustee - Not a US Citizen

    By 52626, August 20, 2014
    • 0 replies
    • 1k views
    • 
    • 52626
    • August 20, 2014

33. Rehired participant after a distribution.

    By KJohnson, July 5, 2000
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • July 5, 2000

34. Reinstating forfeitures for 0% vested participants - always or depende

    By John A, May 24, 2001
    • 0 replies
    • 1.7k views
    • 
    • John A
    • May 24, 2001

35. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, May 30, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 30, 2003

36. Offering risky investments in 401(k)

    By Guest ryler, March 5, 2004
    • 0 replies
    • 903 views
    • 
    • Guest
    • March 5, 2004

37. How long can a MPP plan be frozen?

    By Guest sugar daddy, October 4, 2011
    • 0 replies
    • 819 views
    • 
    • Guest
    • October 4, 2011

38. Reporting of Prohibited Transaction

    By Cynchbeast, December 24, 2015
    • 0 replies
    • 987 views
    • 
    • Cynchbeast
    • December 24, 2015

39. Small Business has not filed 5500 for five years - What should they do

    By Guest PLHart, June 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 1999

40. Top heavy, sole prop and SSI

    By Guest Bob Monte, September 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 7, 2001

41. partners & leasing organization

    By eilano, February 18, 2002
    • 0 replies
    • 1.5k views
    • 
    • eilano
    • February 18, 2002

42. USERRA & 410(b) testing for employee who takes a position with a different employer.

    By Guest terric, February 15, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 15, 2005

43. K-1 Farming Income as Plan Compensation

    By PensionPro, September 9, 2015
    • 0 replies
    • 1.1k views
    • 
    • PensionPro
    • September 9, 2015

44. Rollovers to a profit sharing plan that does not allow rollovers

    By Guest Pat Metallic, July 5, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 5, 2000

45. Employer leaves a multiple Employer Plan

    By jkharvey, October 4, 2006
    • 0 replies
    • 1.4k views
    • 
    • jkharvey
    • October 4, 2006

46. schedule k-1 assets

    By Draper55, June 26, 2014   

    • reporting
    • 0 replies
    • 1.1k views
    • 
    • Draper55
    • June 26, 2014

47. Same Desk Rule, Spinoff?

    By Guest chris4013, October 8, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 2004

48. Eligibility

    By Guest RJF, September 12, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 12, 2006

49. What laws would a retirement have to have had to amend for by the middle of 2007? Any aspects of the PPA (Pension Protection Act), for example?

    By Guest Enda80, March 21, 2009
    • 0 replies
    • 748 views
    • 
    • Guest
    • March 21, 2009

50. Early due date(s) of "good faith" EGTRRA amendments?

    By John A, September 7, 2001
    • 0 replies
    • 1.3k views
    • 
    • John A
    • September 7, 2001