Retirement Plans in General

5,751 topics in this forum

1. Severance Pay Plans

   By Emily1991, September 22, 2017   

   • severance
   • pension
   • (and 8 more)

     Tagged with:

     • severance
     • pension
     • erisa
     • exempt
     • benefit plan
     • benefit
     • tmv
     • severance pay plan
     • plan
     • payment
   • 9 replies
   • 1.2k views
   • 
   • Emily1991
   • September 26, 2017

2. 501(a) tax exempt trust

   By Guest dubya, September 9, 2004
   • 9 replies
   • 6.4k views
   • 
   • mbozek
   • September 13, 2004

3. Taking over 2 plans for the same sponsor - are the fees required to provide information warranted?

   By Jakyasar, January 27, 2020
   • 9 replies
   • 1.4k views
   • 
   • Patricia Neal Jensen
   • January 28, 2020

4. Contribution funding and tax return extensions

   By JPIngold, April 20, 2023
   • 9 replies
   • 3.5k views
   • 
   • Paul I
   • May 1, 2023

5. Money Purchase Plan Merger

   By Madison71, May 10, 2010
   • 9 replies
   • 1.6k views
   • 
   • Madison71
   • May 12, 2010

6. Service provider and participant fee disclosures

   By Belgarath, October 26, 2011
   • 9 replies
   • 1.4k views
   • 
   • Belgarath
   • October 28, 2011

7. testing

   By Guest lskin, May 23, 2006
   • 9 replies
   • 1.9k views
   • 
   • Jim Norman
   • May 24, 2006

8. What is Going on at the IRS?

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

9. Lost Plan Document

   By Sky Kurlbaum, August 8, 2017   

   • lost
   • plan
   • (and 2 more)

     Tagged with:

     • lost
     • plan
     • document
     • missing
   • 9 replies
   • 1.6k views
   • 
   • Sky Kurlbaum
   • August 16, 2017

10. Restoration of Forfeited Accrued Benefits -- Do Earnings Need to Be Restored Too?

    By rocknrolls2, July 20
    • 9 replies
    • 2.9k views
    • 
    • Paul I
    • July 22

11. money purchase plan overdeposit

    By AlbanyConsultant, January 22, 2024
    • 9 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • January 24, 2024

12. Participant Opts Out (waives out)

    By Basically, March 14, 2024
    • 9 replies
    • 1.7k views
    • 
    • Bri
    • March 15, 2024

13. Exclusion of Interns

    By rocknrolls2, May 4, 2015
    • 9 replies
    • 5.2k views
    • 
    • Peter Gulia
    • May 7, 2015

14. DFVC filing for large plan

    By Cynchbeast, September 27, 2018
    • 9 replies
    • 814 views
    • 
    • Bob the Swimmer
    • September 30, 2018

15. 415 Self Employed

    By Guest mcw, May 24, 2006
    • 9 replies
    • 1.6k views
    • 
    • saabraa
    • May 24, 2006

16. Form 5330 - Electronic Filing (revisited)

    By Lauren0507, March 15, 2024
    • 9 replies
    • 4.6k views
    • 
    • SundanceKid
    • April 24, 2024

17. Plan fees paid by employer - is this a problem?

    By Santo Gold, April 2, 2007
    • 9 replies
    • 3.5k views
    • 
    • KJohnson
    • April 3, 2007

18. ERISA coverage for new plan for former employees only

    By EBspecialist, January 19, 2022
    • 9 replies
    • 1.5k views
    • 
    • david rigby
    • February 25, 2022

19. Eligibility service less than statutory minimum

    By Guest Dave Peckham, May 29, 2013
    • 9 replies
    • 3.7k views
    • 
    • Guest
    • June 4, 2013

20. Husband-Wife each owning businesses

    By John Feldt ERPA CPC QPA, May 12, 2011
    • 9 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 12, 2011

21. Owner withdrew too much

    By Cynchbeast, August 28, 2013
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • August 30, 2013

22. Include ONE union employee in PS/401k Plan

    By imchipbrown, August 9, 2018
    • 9 replies
    • 3.3k views
    • 
    • Larry Starr
    • August 23, 2018

23. DFVCP filings - multiple years, not all of them ready to file

    By ldr, January 19, 2019   

    • dfvcp
    • 5500
    • 9 replies
    • 975 views
    • 
    • thepensionmaven
    • January 26, 2019

24. Controlled Group Issue

    By chris, April 18, 2005
    • 9 replies
    • 1.5k views
    • 
    • chris
    • April 18, 2005

25. Who serves as an abandoned plan’s qualified termination administrator?

    By Peter Gulia, March 25, 2020   

    • abandoned plan; orphan plan; qualified termination administrator; qta
    • 9 replies
    • 2.4k views
    • 
    • Mike McWherter
    • March 27, 2020

26. Required Minimum Distributions from an IRA and a Profit Sharing Plan

    By Guest terric, December 2, 2003
    • 9 replies
    • 2.8k views
    • 
    • Appleby
    • December 3, 2003

27. father and childern ownership

    By abanky, July 7, 2008
    • 9 replies
    • 2.2k views
    • 
    • abanky
    • July 7, 2008

28. WAN license for Relius

    By ConnieStorer, March 27, 2020
    • 9 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • March 28, 2020

29. Insurance Policy on Terminated Employee in Plan

    By PensionPro, February 11, 2016
    • 9 replies
    • 1.6k views
    • 
    • Bird
    • February 25, 2016

30. IRS Notice CP216F

    By Jakyasar, February 25, 2023
    • 9 replies
    • 1.3k views
    • 
    • Nate S
    • March 14, 2023

31. Joint DOL Treasury RFI - DC Plan Annuities

    By Guest Tom:, February 21, 2010
    • 9 replies
    • 3.3k views
    • 
    • david rigby
    • February 25, 2010

32. Form 8955-SSA - When to remove a former participant

    By msmith, July 9, 2019
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • July 11, 2019

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

    By Peter Gulia, March 29, 2021   

    • normal retirement age
    • 9 replies
    • 1.2k views
    • 
    • MoJo
    • March 30, 2021

34. Controlled Group / Affiliated Service Group ?

    By Below Ground, February 26, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • March 24, 2009

35. Retirement Plans for Independent Contractors; I understand there are s

    By richard, November 19, 1998
    • 9 replies
    • 4.2k views
    • 
    • alanm
    • December 4, 2000

36. What are the difficulties of a brokerage window?

    By Peter Gulia, April 14
    • 9 replies
    • 3.8k views
    • 
    • Peter Gulia
    • April 16

37. Missed RMD's - IRS waiver of penalties

    By Belgarath, October 28, 2015
    • 9 replies
    • 4.1k views
    • 
    • Tom Poje
    • November 4, 2015

38. 2018 taxable wage base reduced

    By Tom Poje, November 29, 2017
    • 9 replies
    • 960 views
    • 
    • austin3515
    • November 30, 2017

39. Audit Expenses

    By Guest Sieve, July 12, 2010
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • July 13, 2010

40. What is the plan # for controlled group?

    By Jakyasar, August 12
    • 9 replies
    • 2.2k views
    • 
    • CuseFan
    • August 13

41. Mandated Endorsements Under EGTRRA and ERTA

    By WDIK, March 9, 2006
    • 9 replies
    • 2.3k views
    • 
    • WDIK
    • March 13, 2006

42. 401(k) Participant Count for Audit Requirement

    By Tom, April 7, 2022
    • 9 replies
    • 1.7k views
    • 
    • Bri
    • April 13, 2022

43. Employer doesn't make required contributions

    By Guest Sieve, July 11, 2008
    • 9 replies
    • 2.3k views
    • 
    • Don Levit
    • July 14, 2008

44. TPA revenue sharing

    By Santo Gold, October 8, 2014
    • 9 replies
    • 2k views
    • 
    • Kevin C
    • October 9, 2014

45. 'Professional Service Agreement' with 501c3 Hospital

    By J Simmons, September 14, 2015
    • 9 replies
    • 1.9k views
    • 
    • J Simmons
    • September 15, 2015

46. Controlled Group or Affiliated Service Group, or Neither?

    By Guest RBeck, January 28, 2003
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 29, 2003

47. Excluding HCEs

    By EmpbAF, November 11, 2022
    • 8 replies
    • 1.9k views
    • 
    • EmpbAF
    • November 17, 2022

48. 412 (i) DB plan and Aggregation with DC plan

    By Guest shtoo, December 4, 2003
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • December 5, 2003

49. Single member, 2 businesses - SEP IRA... 401(k)

    By Basically, August 11, 2023
    • 8 replies
    • 1.6k views
    • 
    • Paul I
    • August 16, 2023

50. Who's the employer - Derrin Watson special

    By Santo Gold, September 15, 2015
    • 8 replies
    • 2.6k views
    • 
    • david rigby
    • September 20, 2015