Retirement Plans in General

5,781 topics in this forum

1. extending tax return after already filing

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

2. outsourcing pensions work - pros and cons

   By Guest student_actuary, January 2, 2006
   • 9 replies
   • 6k views
   • 
   • Guest
   • February 3, 2006

3. Single member LLC also owner of partnership

   By Guest Peter Buck, April 12, 2005
   • 9 replies
   • 2.7k views
   • 
   • JAY21
   • April 13, 2005

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

   By Jakyasar, May 18, 2022
   • 9 replies
   • 1.7k views
   • 
   • Jakyasar
   • May 20, 2022

5. 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
   • 1.3k views
   • 
   • Emily1991
   • September 26, 2017

6. 501(a) tax exempt trust

   By Guest dubya, September 9, 2004
   • 9 replies
   • 6.5k views
   • 
   • mbozek
   • September 13, 2004

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

   By Jakyasar, January 27, 2020
   • 9 replies
   • 1.5k views
   • 
   • Patricia Neal Jensen
   • January 28, 2020

8. Contribution funding and tax return extensions

   By JPIngold, April 20, 2023
   • 9 replies
   • 4k views
   • 
   • Paul I
   • May 1, 2023

9. Money Purchase Plan Merger

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

10. Service provider and participant fee disclosures

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

11. testing

    By Guest lskin, May 23, 2006
    • 9 replies
    • 2k views
    • 
    • Jim Norman
    • May 24, 2006

12. What is Going on at the IRS?

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

13. Lost Plan Document

    By Sky Kurlbaum, August 8, 2017   

    • lost
    • plan
    • (and 2 more)

      Tagged with:

      • lost
      • plan
      • document
      • missing
    • 9 replies
    • 1.7k views
    • 
    • Sky Kurlbaum
    • August 16, 2017

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

    By rocknrolls2, July 20, 2025
    • 9 replies
    • 3.1k views
    • 
    • Paul I
    • July 22, 2025

15. money purchase plan overdeposit

    By AlbanyConsultant, January 22, 2024
    • 9 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • January 24, 2024

16. Participant Opts Out (waives out)

    By Basically, March 14, 2024
    • 9 replies
    • 1.8k views
    • 
    • Bri
    • March 15, 2024

17. Exclusion of Interns

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

18. DFVC filing for large plan

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

19. 415 Self Employed

    By Guest mcw, May 24, 2006
    • 9 replies
    • 1.7k views
    • 
    • saabraa
    • May 24, 2006

20. Form 5330 - Electronic Filing (revisited)

    By Lauren0507, March 15, 2024
    • 9 replies
    • 5k views
    • 
    • SundanceKid
    • April 24, 2024

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

    By Santo Gold, April 2, 2007
    • 9 replies
    • 3.6k views
    • 
    • KJohnson
    • April 3, 2007

22. ERISA coverage for new plan for former employees only

    By EBspecialist, January 19, 2022
    • 9 replies
    • 1.6k views
    • 
    • david rigby
    • February 25, 2022

23. Eligibility service less than statutory minimum

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

24. Husband-Wife each owning businesses

    By John Feldt ERPA CPC QPA, May 12, 2011
    • 9 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 12, 2011

25. Owner withdrew too much

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

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

    By imchipbrown, August 9, 2018
    • 9 replies
    • 3.5k views
    • 
    • Larry Starr
    • August 23, 2018

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

    By ldr, January 19, 2019   

    • dfvcp
    • 5500
    • 9 replies
    • 1k views
    • 
    • thepensionmaven
    • January 26, 2019

28. Controlled Group Issue

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

29. 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
    • 2.5k views
    • 
    • Mike McWherter
    • March 27, 2020

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

    By Guest terric, December 2, 2003
    • 9 replies
    • 2.9k views
    • 
    • Appleby
    • December 3, 2003

31. father and childern ownership

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

32. WAN license for Relius

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

33. Insurance Policy on Terminated Employee in Plan

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

34. IRS Notice CP216F

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

35. Joint DOL Treasury RFI - DC Plan Annuities

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

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

    By msmith, July 9, 2019
    • 9 replies
    • 2.2k views
    • 
    • Tom Poje
    • July 11, 2019

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

    By Peter Gulia, March 29, 2021   

    • normal retirement age
    • 9 replies
    • 1.7k views
    • 
    • MoJo
    • March 30, 2021

38. Controlled Group / Affiliated Service Group ?

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

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

    By richard, November 19, 1998
    • 9 replies
    • 4.4k views
    • 
    • alanm
    • December 4, 2000

40. What are the difficulties of a brokerage window?

    By Peter Gulia, April 14, 2025
    • 9 replies
    • 4.1k views
    • 
    • Peter Gulia
    • April 16, 2025

41. Missed RMD's - IRS waiver of penalties

    By Belgarath, October 28, 2015
    • 9 replies
    • 4.3k views
    • 
    • Tom Poje
    • November 4, 2015

42. 2018 taxable wage base reduced

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

43. Audit Expenses

    By Guest Sieve, July 12, 2010
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • July 13, 2010

44. What is the plan # for controlled group?

    By Jakyasar, August 12, 2025
    • 9 replies
    • 2.6k views
    • 
    • CuseFan
    • August 13, 2025

45. Mandated Endorsements Under EGTRRA and ERTA

    By WDIK, March 9, 2006
    • 9 replies
    • 2.4k views
    • 
    • WDIK
    • March 13, 2006

46. 401(k) Participant Count for Audit Requirement

    By Tom, April 7, 2022
    • 9 replies
    • 1.8k views
    • 
    • Bri
    • April 13, 2022

47. Employer doesn't make required contributions

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

48. TPA revenue sharing

    By Santo Gold, October 8, 2014
    • 9 replies
    • 2.1k views
    • 
    • Kevin C
    • October 9, 2014

49. profit sharing Any way to fix this profit sharing spread this year?

    By Mleech, December 9, 2025   

    • new comparability
    • 9 replies
    • 525 views
    • 
    • John Feldt ERPA CPC QPA
    • December 17, 2025

50. 'Professional Service Agreement' with 501c3 Hospital

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