Retirement Plans in General

5,751 topics in this forum

1. Key employee who terminates employment

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

2. Long Lost Dead Participant - what to do next?

   By ldr, January 28, 2020   

   • death benefit
   • missing participant
   • 21 replies
   • 2.7k views
   • 
   • Kevin C
   • January 31, 2020

3. Document & 5500 software

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

4. 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

5. Should a retirement plan volunteer information to EBSA’s lost-and-found database?

   By Peter Gulia, December 5, 2024
   • 6 replies
   • 2.7k views
   • 
   • Peter Gulia
   • December 10, 2024

6. "Plan Year Compensation" under 1.401(a)(4)-12 for safe harbor dc plan - inconsistent results

   By AndyH, November 4, 2005
   • 2 replies
   • 2.7k views
   • 
   • AndyH
   • November 4, 2005

7. break-in-service

   By Guest umike, February 10, 2006
   • 6 replies
   • 2.7k views
   • 
   • Guest
   • February 10, 2006

8. Top Heavy Ratio and rounding

   By buckaroo, November 27, 2007
   • 10 replies
   • 2.7k views
   • 
   • Mike Preston
   • December 1, 2007

9. Elapsed time vesting

   By rcline46, January 18, 2006
   • 1 reply
   • 2.7k views
   • 
   • Tom Poje
   • January 19, 2006

10. Forfeitures and money-purchase pension plan contributions

    By Guest sampat, February 9, 2001
    • 1 reply
    • 2.7k views
    • 
    • wmyer
    • February 9, 2001

11. Increase Normal Retirement Age

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

12. ROBS and DoL Fiduciary Rule

    By Soundbc1, June 7, 2017
    • 29 replies
    • 2.7k views
    • 
    • MoJo
    • June 12, 2017

13. "Minimum Funding Waiver" for Profit Sharing Plan with Fixed Contribution?

    By Übernerd, February 20, 2009
    • 5 replies
    • 2.7k views
    • 
    • SheilaD
    • March 6, 2009

14. Future Service Credit

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

15. Rate Banding

    By wmyer, February 4, 2005
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • February 4, 2005

16. Entry date and prior service for a rehire?

    By John A, November 6, 1999
    • 0 replies
    • 2.7k views
    • 
    • John A
    • November 6, 1999

17. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo, May 29, 2008
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 2, 2008

18. Where are New 5500 Forms?

    By Chester, December 21, 1999
    • 20 replies
    • 2.7k views
    • 
    • Dave Baker
    • February 8, 2000

19. design and philosophy of benefit plan

    By Guest wex4, September 3, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • September 6, 1998

20. 410(a), ERISA 202(a), and the University Availablity Rule

    By Guest Nabiyah1, September 13, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • September 13, 2001

21. The Noninvolved Spouse Exception to Attribution

    By Oh so SIMPLE, May 1, 2011
    • 4 replies
    • 2.7k views
    • 
    • PensionPro
    • May 2, 2011

22. Anyone heard of Doc Man?

    By R. Butler, December 11, 2000
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • December 19, 2000

23. pension simplificaation

    By Larry M, November 12, 1998
    • 5 replies
    • 2.7k views
    • 
    • david rigby
    • November 29, 1998

24. Does giving someone a 3% top-heavy minimum help you pass 410(b) coverage issues?

    By Guest Enda80, July 5, 2008
    • 8 replies
    • 2.7k views
    • 
    • Lou S.
    • November 4, 2010

25. Small Business Tax Credit

    By Guest LSULLIVAN, July 12, 2005
    • 3 replies
    • 2.7k views
    • 
    • WDIK
    • July 12, 2005

26. 404 Deduction Limit

    By Gilmore, May 10, 2004
    • 4 replies
    • 2.7k views
    • 
    • Gilmore
    • May 11, 2004

27. Qualified replacement plan related (QRP)

    By Jakyasar, August 1
    • 3 replies
    • 2.7k views
    • 
    • Jakyasar
    • August 1

28. Why does my husband want me to sign another paper allowing other peopl

    By Guest Diane, February 19, 1999
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • February 26, 1999

29. Social Security becoming an oxymoron?

    By Guest Franklin Evans, December 8, 1998
    • 7 replies
    • 2.7k views
    • 
    • Larry M
    • December 22, 1998

30. Controlled Group - Adoption Agreement

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

31. Does Freezing a Profit Sharing plan create short plan year

    By jkharvey, June 26, 2012
    • 5 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • June 27, 2012

32. Plan provision re disregard of service for vesting purposes

    By chris, March 15, 2000
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 20, 2000

33. individual owns 2 unrelated companies

    By Guest nipa, November 26, 2003
    • 5 replies
    • 2.7k views
    • 
    • Harwood
    • November 28, 2003

34. Coordination of IRC 415, 412, 404

    By Guest mo again, August 23, 2000
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • September 8, 2000

35. Compensation limit for short initial plan year

    By Sully, July 6, 2012
    • 3 replies
    • 2.7k views
    • 
    • Sully
    • July 9, 2012

36. substantial and recurring contributions

    By Scuba 401, March 16, 2018
    • 11 replies
    • 2.7k views
    • 
    • Belgarath
    • November 24, 2020

37. Termination of services fee from plan assets

    By Bird, October 6, 2021
    • 3 replies
    • 2.7k views
    • 
    • Kac1214
    • October 6, 2021

38. Is the amendment considered to be dated even if date is missing - Docusign

    By Jakyasar, January 24, 2023
    • 7 replies
    • 2.7k views
    • 
    • Peter Gulia
    • January 27, 2023

39. 415 Limit Non-Calendar Year Plans

    By Guest dyoder, December 14, 2004
    • 2 replies
    • 2.7k views
    • 
    • SoCalActuary
    • December 14, 2004

40. New IRS User Fees for 5307 Filings Effective After 2/1 or 7/1?

    By Guest EMM118, March 20, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • March 28, 2006

41. Money Purchase Plan Distributions

    By Guest Sara H, August 26, 1999
    • 1 reply
    • 2.6k views
    • 
    • Ervin Barham
    • August 27, 1999

42. "Annual" 401(a)(5) Notices

    By BG5150, August 28, 2012
    • 11 replies
    • 2.6k views
    • 
    • Belgarath
    • August 29, 2012

43. Safe Harbor 401(k) Plans

    By LCARUSI, November 22, 1998
    • 0 replies
    • 2.6k views
    • 
    • LCARUSI
    • November 22, 1998

44. Settlor Function?

    By 401(k)athryn, October 3, 2017   

    • forfeitures
    • settlor
    • 8 replies
    • 2.6k views
    • 
    • MoJo
    • October 3, 2017

45. Average Benefit Percentage Test Questions

    By John A, July 11, 2000
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 16, 2000

46. Hardship Withdrawal

    By Guest ducharme, October 23, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • October 23, 1998

47. What type of notice when changing from integrated discretionary profit sharing plan to a cross-tested formula?

    By Guest tcunagin, December 8, 2003
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • December 9, 2003

48. GUST Amendments

    By Guest Toby P London, August 31, 1998
    • 1 reply
    • 2.6k views
    • 
    • Dave Baker
    • September 1, 1998

49. missing participants

    By Peter Gulia, January 11, 2019
    • 12 replies
    • 2.6k views
    • 
    • TheBoxMan
    • December 21, 2020

50. Software suggestions for self-employed/partnership calculations

    By Guest duh, October 1, 2003
    • 4 replies
    • 2.6k views
    • 
    • Archimage
    • October 2, 2003