Retirement Plans in General

5,751 topics in this forum

1. Pension Death Benefits - Death of Beneficiary

   By CuseFan, December 12, 2024
   • 9 replies
   • 6.1k views
   • 
   • Lou S.
   • December 17, 2024

2. Management Group 414(m)(5)

   By CNB CONSULTING, July 5, 2022
   • 9 replies
   • 1.3k views
   • 
   • Luke Bailey
   • July 7, 2022

3. Partner's negative basis & pension deduction

   By B21, July 15, 2020
   • 9 replies
   • 1.3k views
   • 
   • B21
   • July 16, 2020

4. HCE status determination by attribution

   By Jakyasar, December 15, 2021
   • 9 replies
   • 1.4k views
   • 
   • Luke Bailey
   • December 21, 2021

5. Transit/parking plans

   By Guest EDD, February 27, 2003
   • 9 replies
   • 1.4k views
   • 
   • GBurns
   • March 6, 2003

6. timing of profit sharing deposits and filing of corporate return

   By joano, February 18, 2005
   • 9 replies
   • 8.5k views
   • 
   • Guest
   • February 24, 2005

7. Tiered Profit sharing contribution

   By perkinsran, October 31, 2013
   • 9 replies
   • 1.3k views
   • 
   • perkinsran
   • November 1, 2013

8. New plan trust funded before year end?

   By Purplemandinga, September 5, 2018
   • 9 replies
   • 775 views
   • 
   • shERPA
   • September 5, 2018

9. Property Held in Profit Sharing Plan

   By DP, December 8, 2003
   • 9 replies
   • 2.4k views
   • 
   • jevd
   • December 9, 2003

10. How wide are price differences for retirement plan services?

    By Peter Gulia, December 18, 2023   

    • fees
    • 9 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 18, 2023

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

    By Jakyasar, August 19, 2024
    • 9 replies
    • 1.5k views
    • 
    • Jakyasar
    • August 20, 2024

12. Interference with ERISA rights

    By Guest Sieve, February 11, 2009
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • February 13, 2009

13. owner sells assets of company, does not sell his company

    By thepensionmaven, December 17, 2021
    • 9 replies
    • 774 views
    • 
    • shERPA
    • December 22, 2021

14. Can I pay my personal life insurance policy using my pension plan assets

    By Jakyasar, February 28
    • 9 replies
    • 2.3k views
    • 
    • Jakyasar
    • February 28

15. 'Old' Proposed Management Organization ASG Regs

    By Guest gmag00, June 14, 2006
    • 9 replies
    • 5.2k views
    • 
    • Guest
    • September 30, 2014

16. Ethical Dilemma

    By Below Ground, January 20, 2023
    • 9 replies
    • 1.4k views
    • 
    • Roycal
    • January 23, 2023

17. Increase Normal Retirement Age

    By Guest DTrom, May 26, 2005
    • 9 replies
    • 2.7k views
    • 
    • mbozek
    • May 27, 2005

18. Union benefits non union ee

    By SheilaD, August 13, 2008
    • 9 replies
    • 3.2k views
    • 
    • SheilaD
    • August 14, 2008

19. plan start date for sole proprietor

    By cpc0506, September 6, 2018
    • 9 replies
    • 2.2k views
    • 
    • Larry Starr
    • September 10, 2018

20. Estimated TPA fee approved by client in engagement letter but time logged ends up being less

    By Tom, November 29, 2022
    • 9 replies
    • 1.3k views
    • 
    • chc93
    • December 2, 2022

21. Must PSP be terminated when ER no longer doing business?

    By Luis Miguel, January 21, 2004
    • 9 replies
    • 1.5k views
    • 
    • Jed Macy
    • January 22, 2004

22. Sale of Employer Securities From Plan

    By mming, September 6, 2018
    • 9 replies
    • 1.8k views
    • 
    • mming
    • September 11, 2018

23. Form 8822-B

    By Belgarath, January 10, 2020
    • 9 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 15, 2020

24. Discriminatory plan

    By Belgarath, May 11, 2006
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • May 12, 2006

25. multiple employer plans and design options

    By t.haley, August 14, 2008
    • 9 replies
    • 2k views
    • 
    • Guest
    • August 15, 2008

26. 414(s) testing questions

    By BG5150, August 7, 2019
    • 9 replies
    • 3.5k views
    • 
    • BG5150
    • August 8, 2019

27. Controlled group

    By Guest Sieve, December 7, 2009
    • 9 replies
    • 2.3k views
    • 
    • rcline46
    • December 9, 2009

28. Can a profit sharing allocation formula be changed during a plan year?

    By John A, February 15, 2001
    • 9 replies
    • 8.3k views
    • 
    • Bill Berke
    • February 27, 2001

29. Controlled Group - Adoption Agreement

    By Guest boetgerinc, October 19, 1999
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 21, 1999

30. Coverage Testing on Controlled Group

    By Hokielady, August 4, 2015
    • 9 replies
    • 3.4k views
    • 
    • Hokielady
    • August 5, 2015

31. PS Plan - Partial termination determination - general question

    By Jakyasar, July 15, 2022
    • 9 replies
    • 1k views
    • 
    • Bob the Swimmer
    • July 18, 2022

32. SPD requirement - the 5 year issue

    By John Feldt ERPA CPC QPA, August 21, 2007
    • 9 replies
    • 4.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 7, 2007

33. 2015 COLAs [Edited: COLAs Released Oct. 23]

    By Carol V. Calhoun, October 22, 2014
    • 9 replies
    • 2.1k views
    • 
    • Bird
    • October 27, 2014

34. Plan Termination; If the Plan Terminates Effective Earlier to the Concluding Day of the Plan Year, Does Mutatis Mutandis Concluding Day of the Plan Year Allocation Condition Recalibrate to the Effective Date of the Plan Termination?

    By Kent Allard, December 29, 2023   

    • plan termination
    • defined contribution
    • (and 3 more)

      Tagged with:

      • plan termination
      • defined contribution
      • allocation condition
      • allocation eligibility
      • concluding day of the plan year
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • January 9, 2024

35. Affiliated Service Group Issue

    By Guest JeffDixon, August 9, 2002
    • 9 replies
    • 3.6k views
    • 
    • Guest
    • August 9, 2002

36. 408b-2 disclosures

    By Belgarath, November 19, 2019
    • 9 replies
    • 1.6k views
    • 
    • TPApril
    • May 18, 2020

37. Two plans--which get TH Contrib

    By BG5150, March 5, 2020
    • 9 replies
    • 1k views
    • 
    • david rigby
    • March 6, 2020

38. Wasting Trust

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

39. vesting % not following document

    By Guest Jill B, June 2, 2010
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • June 28, 2010

40. Back to basics

    By SMB, September 19, 2006
    • 9 replies
    • 2.2k views
    • 
    • AndyH
    • September 22, 2006

41. Top Heavy - Officer as Key

    By rcline46, April 4, 2013
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • April 5, 2013

42. Vesting in frozen plan

    By Moe Howard, August 8, 2003
    • 9 replies
    • 4.9k views
    • 
    • david rigby
    • August 8, 2003

43. DB valuations as of first day of plan year

    By Cynchbeast, July 23, 2014
    • 9 replies
    • 4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

44. Controlled Group

    By Guest P Arpey, August 20, 2008
    • 9 replies
    • 2.5k views
    • 
    • buckaroo
    • September 24, 2008

45. estimated increases in the limits

    By Tom Poje, August 18, 2011
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • October 14, 2011

46. ASG / A-Org

    By JPIngold, October 31, 2017
    • 9 replies
    • 1.9k views
    • 
    • Christine Roberts
    • November 2, 2017

47. extending tax return after already filing

    By Bri, April 14, 2014
    • 9 replies
    • 2.8k views
    • 
    • Trekker
    • April 22, 2014

48. outsourcing pensions work - pros and cons

    By Guest student_actuary, January 2, 2006
    • 9 replies
    • 5.9k views
    • 
    • Guest
    • February 3, 2006

49. Single member LLC also owner of partnership

    By Guest Peter Buck, April 12, 2005
    • 9 replies
    • 2.6k views
    • 
    • JAY21
    • April 13, 2005

50. Combo plan - 401a4 testing - component testing related

    By Jakyasar, May 18, 2022
    • 9 replies
    • 1.6k views
    • 
    • Jakyasar
    • May 20, 2022