Retirement Plans in General

5,781 topics in this forum

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

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

2. Excluding HCEs

   By EmpbAF, November 11, 2022
   • 8 replies
   • 2.1k views
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   • EmpbAF
   • November 17, 2022

3. 412 (i) DB plan and Aggregation with DC plan

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

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

   By Basically, August 11, 2023
   • 8 replies
   • 1.9k views
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   • Paul I
   • August 16, 2023

5. Who's the employer - Derrin Watson special

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

6. secure act

   By Tom Poje, May 23, 2019
   • 8 replies
   • 1.4k views
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   • Tom Poje
   • May 30, 2019

7. Audited Plan question

   By cpc0506, February 24, 2016
   • 8 replies
   • 1.2k views
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   • actuarysmith
   • July 22, 2016

8. Assuming assets and liabilities of another plan

   By Belgarath, January 6, 2011
   • 8 replies
   • 1.5k views
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   • Kevin C
   • January 7, 2011

9. Trust ID Number with "P" suffix

   By David MacLennan, September 21, 2004
   • 8 replies
   • 2.5k views
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   • David MacLennan
   • September 22, 2004

10. RMD amounts for IRA included in rollover to 403(b)

    By KaJay, September 18, 2019
    • 8 replies
    • 998 views
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    • KaJay
    • October 10, 2019

11. LLC Compensation

    By mming, April 13, 2007
    • 8 replies
    • 2.4k views
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    • katieinny
    • April 26, 2007

12. Multiple life insurance policies on one individual inside a PS plan

    By pensionadvisor48, February 19, 2021
    • 8 replies
    • 1.2k views
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    • Bird
    • February 23, 2021

13. EBAR formula for permitted disparity

    By BG5150, December 13, 2021
    • 8 replies
    • 1.8k views
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    • Mike Preston
    • December 24, 2021

14. Counting prior service forever?

    By AlbanyConsultant, April 19, 2016
    • 8 replies
    • 1.7k views
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    • AlbanyConsultant
    • April 22, 2016

15. sole prop and schedule C

    By Guest R. Daestrom, March 24, 2004
    • 8 replies
    • 1.7k views
    • 
    • mwyatt
    • March 26, 2004

16. Plan termination distributions done incorrectly

    By Jakyasar, August 13, 2024
    • 8 replies
    • 1.3k views
    • 
    • acm_acm
    • August 17, 2024

17. Beneficiary designated with a dollar amount?

    By Gilmore, October 14, 2024
    • 8 replies
    • 2.4k views
    • 
    • Peter Gulia
    • October 16, 2024

18. Final Form SSA for Plan Termination

    By CRBarnard, November 11, 2020
    • 8 replies
    • 2.4k views
    • 
    • BG5150
    • June 3, 2021

19. Plan Merger

    By Egold, April 20, 2022
    • 8 replies
    • 1.1k views
    • 
    • Egold
    • April 20, 2022

20. 6/30/19 Fiscal year 5500 on extension until April 15th are they now further extended

    By SSRRS, April 7, 2020
    • 8 replies
    • 1.1k views
    • 
    • SSRRS
    • April 13, 2020

21. ERISA protection

    By SMB, April 11, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • April 12, 2006

22. Force-out question

    By BG5150, November 12, 2020
    • 8 replies
    • 2.3k views
    • 
    • MWeddell
    • November 12, 2020

23. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.3k views
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    • Ron Snyder
    • April 15, 2010

24. Anyone heard of Doc Man?

    By R. Butler, December 11, 2000
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • December 19, 2000

25. Failure to Deposit Profit Sharing Contribution

    By Guest Hartnett123, June 2, 2004
    • 8 replies
    • 4.9k views
    • 
    • AndyH
    • June 18, 2004

26. KEOGH PLAN DOCUMENT - Where is it?

    By Guest Eagle Don, December 19, 2008
    • 8 replies
    • 4.7k views
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    • J2D2
    • December 22, 2008

27. Future Service Credit

    By Fisher, December 3, 2012
    • 8 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 22, 2015

28. Non resident aliens

    By Bird, October 8, 2008
    • 8 replies
    • 2k views
    • 
    • DMcGovern
    • October 9, 2008

29. Fee paid from Owner's account only

    By Rayofsunshine, April 26, 2022
    • 8 replies
    • 1.1k views
    • 
    • BG5150
    • April 29, 2022

30. Reasonable Dist fees for multiple payments

    By AlbanyConsultant, August 13, 2008
    • 8 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • August 15, 2008

31. Participant count for large plan

    By Cynchbeast, September 6, 2018
    • 8 replies
    • 703 views
    • 
    • ETA Consulting LLC
    • September 7, 2018

32. Laid Off Employees - Receive Allocation?

    By Guest Suanne, January 21, 2004
    • 8 replies
    • 1.8k views
    • 
    • Jed Macy
    • January 22, 2004

33. Participation waived - do they get Top Heavy contributon?

    By GrammieMame, June 24, 2016
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 28, 2016

34. Pay with no hours

    By Cynchbeast, February 7, 2017
    • 8 replies
    • 1.7k views
    • 
    • BG5150
    • February 8, 2017

35. top-heavy vesting schedule

    By JustnERPA, December 18, 2018
    • 8 replies
    • 2.9k views
    • 
    • BG5150
    • December 19, 2018

36. Eligibility: Application of Rule of Parity

    By Guest Sieve, October 15, 2010
    • 8 replies
    • 12.1k views
    • 
    • RPP2001
    • January 21, 2011

37. Short plan year

    By Moe Howard, October 30, 2002
    • 8 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2003

38. 1099 income only

    By Santo Gold, December 22, 2005
    • 8 replies
    • 2.6k views
    • 
    • himt4
    • December 23, 2005

39. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978, February 9, 2018
    • 8 replies
    • 1.6k views
    • 
    • Larry Starr
    • February 12, 2018

40. Only Non-HCE excluded from coverage?

    By Gilmore, April 27, 2022
    • 8 replies
    • 903 views
    • 
    • C. B. Zeller
    • April 29, 2022

41. existing company joining a MEP... terminating current plan?

    By AlbanyConsultant, August 22, 2024
    • 8 replies
    • 2k views
    • 
    • AlbanyConsultant
    • August 27, 2024

42. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 8 replies
    • 2k views
    • 
    • GMK
    • May 21, 2008

43. Who is Key? Company sold mid-year

    By ldr, April 5, 2019
    • 8 replies
    • 2.1k views
    • 
    • ldr
    • April 18, 2019

44. Controlled group- attribution question

    By Guest mab, October 30, 2002
    • 8 replies
    • 1.7k views
    • 
    • david rigby
    • November 1, 2002

45. Former participant sort of never received distributions after attaining NRA

    By Tedterrific, January 11, 2021
    • 8 replies
    • 899 views
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    • Alonzo Church
    • January 14, 2021

46. PSP, no k or m features, 2 year in-service withdrawals

    By J Simmons, September 13, 2009
    • 8 replies
    • 1.7k views
    • 
    • J Simmons
    • September 15, 2009

47. Combo plan - gateway related

    By Jakyasar, February 24, 2022
    • 8 replies
    • 1.1k views
    • 
    • Jakyasar
    • February 25, 2022

48. Do employee-benefits practitioners care about a government shutdown?

    By Peter Gulia, December 19, 2024
    • 8 replies
    • 2.1k views
    • 
    • Peter Gulia
    • December 21, 2024

49. New Form 5307 (June 2014) - confusing

    By Trekker, July 16, 2014
    • 8 replies
    • 2k views
    • 
    • Trekker
    • July 28, 2014

50. 5500 required if new profit sharing plan is not funded after all?

    By Guest wlank, July 14, 2000
    • 8 replies
    • 2.9k views
    • 
    • imchipbrown
    • September 15, 2000