Retirement Plans in General

5,750 topics in this forum

1. Beneficiary not in US/US citizen

   By JulesInCNY, October 12, 2020   

   • beneficiary
   • 401k
   • (and 1 more)

     Tagged with:

     • beneficiary
     • 401k
     • death benefit
   • 5 replies
   • 2.8k views
   • 
   • FormsRstillmylife
   • October 21, 2020

2. MEP and Real Estate Firms

   By Below Ground, April 4
   • 2 replies
   • 2.8k views
   • 
   • Below Ground
   • April 7

3. Husband/Wife companies & controlled Group

   By Cynchbeast, May 19, 2020
   • 5 replies
   • 2.8k views
   • 
   • Luke Bailey
   • May 21, 2020

4. Gateway minimum for terminated participants

   By Cynchbeast, January 31, 2014   

   • gateway
   • 401(k)
   • 1 reply
   • 2.8k views
   • 
   • Lou S.
   • January 31, 2014

5. Database to keep track of plans?

   By EBP, March 6
   • 12 replies
   • 2.8k views
   • 
   • BG5150
   • March 10

6. Key Employee Determination

   By Guest DTromb, May 17, 2006
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • May 18, 2006

7. Non-ESOP plans borrowing money for investments?

   By Guest 0HBR2, June 20, 2007
   • 10 replies
   • 2.8k views
   • 
   • Guest
   • July 18, 2007

8. 501 hour exclusion

   By Bird, November 18, 2020
   • 7 replies
   • 2.8k views
   • 
   • MWeddell
   • November 20, 2020

9. 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

10. EIN requested w/wrong address-file f8822b or get new EIN?

    By TPApril, September 13
    • 1 reply
    • 2.8k views
    • 
    • Bill Presson
    • September 13

11. 401k plan termination after company's divisions split?

    By Guest JOEDOM1, June 19, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • June 19, 2000

12. extending tax return after already filing

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

13. Non-U.S. Citizens As Plan Trustees?

    By mming, October 26, 2000
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • November 5, 2000

14. Qualified Replacement Plan

    By Guest2, November 27, 2024
    • 5 replies
    • 2.8k views
    • 
    • Artie M
    • December 11, 2024

15. Profit Sharing Plan Real Estate Distribution Option

    By LMK TPA, February 24
    • 13 replies
    • 2.8k views
    • 
    • LMK TPA
    • February 26

16. third party admin software programs

    By jeanh, January 24, 2018
    • 12 replies
    • 2.8k views
    • 
    • YogaTPA
    • February 28, 2018

17. Cato makes a joke about Social Security, but I'm not laughing.

    By Guest Franklin Evans, November 20, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • November 20, 2000

18. Affiliated service group or controlled group or both

    By Guest 3rdGEN, March 24, 2011
    • 7 replies
    • 2.8k views
    • 
    • PensionPro
    • March 28, 2011

19. Common Ownership

    By Guest rexbanner, February 20, 2008
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • February 25, 2008

20. Questions about removing excess Keogh contributions

    By Guest Barney Byrd, December 16, 2000
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • December 16, 2000

21. Section 404 excess and plan termination

    By Sully, November 30, 2005
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • December 2, 2005

22. Do I need to provide gateway for combo plan?

    By Jakyasar, July 7
    • 3 replies
    • 2.8k views
    • 
    • Jakyasar
    • July 7

23. Inherited IRA to a non-spouse who wants to rollover into a Roth IRA

    By Jakyasar, February 25
    • 3 replies
    • 2.8k views
    • 
    • Bruce1
    • March 7

24. How does a government shutdown affect the Internal Revenue Service and you?

    By Peter Gulia, March 1
    • 7 replies
    • 2.8k views
    • 
    • Peter Gulia
    • March 3

25. Probably an Affiliated Service Group

    By Dougsbpc, April 8
    • 3 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9

26. Affiliated Service Group?

    By Dougsbpc, July 21
    • 5 replies
    • 2.8k views
    • 
    • Dougsbpc
    • July 24

27. Memory check - plans with both union and non-union employees

    By Belgarath, April 2
    • 4 replies
    • 2.8k views
    • 
    • Belgarath
    • April 3

28. franchise retirement plans

    By Guest pdiam, August 28, 1998
    • 2 replies
    • 2.8k views
    • 
    • imchipbrown
    • August 30, 1998

29. Employee would like no 401(k) taken from overtime check only

    By betheeg, January 23, 2008
    • 17 replies
    • 2.8k views
    • 
    • masteff
    • January 24, 2008

30. Does A Plan Need It's Own TIN?

    By metsfan026, September 3, 2021
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • September 7, 2021

31. projected limits for 2019

    By Tom Poje, June 12, 2018
    • 16 replies
    • 2.8k views
    • 
    • shERPA
    • October 26, 2018

32. Constructive Ownership/Controlled Group

    By MarZDoates, February 6, 2004
    • 15 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 11, 2004

33. One-Man 401k

    By Guest Karen H. Meyer, October 12, 2001
    • 12 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 19, 2001

34. Corporation dissolved, plan continues

    By katieinny, March 30, 2006
    • 4 replies
    • 2.8k views
    • 
    • Ron Snyder
    • March 31, 2006

35. Is postmark date sufficient for deposit "due date"?

    By AlbanyConsultant, March 13, 2017
    • 4 replies
    • 2.8k views
    • 
    • MoJo
    • March 13, 2017

36. Short plan year

    By Moe Howard, October 30, 2002
    • 8 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2003

37. Administrative Software

    By Guest Joost Revis, February 26, 2002
    • 7 replies
    • 2.7k views
    • 
    • maverick
    • December 17, 2002

38. Should you always get a tax identification number for a retirement plan?

    By Will.I.Am, July 12, 2022
    • 5 replies
    • 2.7k views
    • 
    • AlbanyConsultant
    • July 14, 2022

39. "Dual Eligibility" Issue

    By Guest Jeff Underwood, December 13, 2004
    • 16 replies
    • 2.7k views
    • 
    • rcline46
    • December 21, 2004

40. Spousal Consent

    By Guest RS Vatalaro, May 6, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • May 26, 1999

41. 415c limit in a 403(b) plan

    By KaJay, November 9, 2021
    • 7 replies
    • 2.7k views
    • 
    • KaJay
    • November 15, 2021

42. Is an employee who is receiving severance pay eligible for a contribut

    By stephen, June 12, 2001
    • 3 replies
    • 2.7k views
    • 
    • stephen
    • June 14, 2001

43. CG, right?

    By truphao, April 10
    • 3 replies
    • 2.7k views
    • 
    • Belgarath
    • April 10

44. Key employee who terminates employment

    By Guest DeePA, March 5, 2004
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 6, 2004

45. Substantiation guidelines under Rev Proc 93-42

    By Guest Stacey L Miller, August 12, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • August 12, 1999

46. Can a defined benefit plan be merged into a 401(k) plan?

    By rocknrolls2, September 22, 2015
    • 2 replies
    • 2.7k views
    • 
    • Tom Poje
    • September 25, 2015

47. SMART Pension Plan Update?

    By Guest Peg H, August 19, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • August 20, 1998

48. Document & 5500 software

    By Santo Gold, October 2, 2005
    • 11 replies
    • 2.7k views
    • 
    • RTK
    • October 5, 2005

49. Must interest be credited to a money purchase plan on a contribution t

    By Guest Ingrid Fils, January 12, 2001
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • November 19, 2003

50. YOS for vesting when employee terminates before the end of the computa

    By Richard Anderson, January 15, 2001
    • 5 replies
    • 2.7k views
    • 
    • david rigby
    • January 16, 2001