Retirement Plans in General

5,751 topics in this forum

1. 415 reduction for overlapping plan years

   By AlbanyConsultant, November 19, 2020
   • 8 replies
   • 1.1k views
   • 
   • Luke Bailey
   • November 24, 2020

2. Portman-Cardin Ways & Means Mark Up

   By MGB, July 18, 2003
   • 8 replies
   • 1.5k views
   • 
   • mbozek
   • July 21, 2003

3. Only owner deferred

   By Cynchbeast, January 20, 2016
   • 8 replies
   • 1.1k views
   • 
   • Tom Poje
   • February 9, 2017

4. 5500-SF for 2015

   By Cynchbeast, January 21, 2016
   • 8 replies
   • 1.1k views
   • 
   • GMK
   • January 22, 2016

5. Loans from Profit Sharing Plan

   By Chippy, April 29, 2021
   • 8 replies
   • 979 views
   • 
   • Luke Bailey
   • April 30, 2021

6. Prohibited Transaction - loan to sponsor

   By Cynchbeast, November 20, 2015
   • 8 replies
   • 1.1k views
   • 
   • QDROphile
   • November 21, 2015

7. In-Service Transfers

   By Guest BruceC, October 12, 2008
   • 8 replies
   • 2.2k views
   • 
   • Guest
   • October 14, 2008

8. Making up fees assessed to participants

   By jquazza, November 16, 2010
   • 8 replies
   • 1.3k views
   • 
   • Peter Gulia
   • November 18, 2010

9. Freezing 0% Money Purchase Plan

   By PensionPro, February 18, 2015
   • 8 replies
   • 2.1k views
   • 
   • PensionPro
   • February 18, 2015

10. Good Ole' FDP

    By jsample, November 30, 2020
    • 8 replies
    • 858 views
    • 
    • AMDG
    • December 1, 2020

11. Is it necessary to apply for a determination letter?

    By katieinny, November 20, 2002
    • 8 replies
    • 2.2k views
    • 
    • Belgarath
    • November 21, 2002

12. Prohibited Transaction?

    By Lucky32, September 30, 2020
    • 8 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 7, 2020

13. Income determination - multiple schedule c's

    By Jakyasar, February 3, 2023
    • 8 replies
    • 1.4k views
    • 
    • Jakyasar
    • February 6, 2023

14. Rollover from a designated Roth account

    By Guest bdemalignon, August 20, 2008
    • 8 replies
    • 1.9k views
    • 
    • ERISAnut
    • August 20, 2008

15. Spousal Consent for Loan?

    By stephen, May 24, 2007
    • 8 replies
    • 6.1k views
    • 
    • J Simmons
    • June 6, 2007

16. Do plans have to be amended by 3-28-05 for direct rollover rules?

    By Belgarath, September 29, 2004
    • 8 replies
    • 1.9k views
    • 
    • Bird
    • October 5, 2004

17. 500 / 1000 hour rule

    By rfahey, March 29, 2012
    • 8 replies
    • 4.6k views
    • 
    • Tom Poje
    • April 3, 2012

18. five year break in service

    By Guest nipa, September 21, 2006
    • 8 replies
    • 3.2k views
    • 
    • Effen
    • September 22, 2006

19. Death of trustee - brokerage house wants to segregate assets

    By ombskid, February 24, 2015
    • 8 replies
    • 1.3k views
    • 
    • ombskid
    • February 25, 2015

20. Irrevocable Life Insurance Trust

    By QNPG, May 6, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bird
    • May 13, 2011

21. Life Expectancy Death payments under a Keogh

    By mwyatt, July 1, 2003
    • 8 replies
    • 3.5k views
    • 
    • mbozek
    • July 3, 2003

22. Asset Protection

    By Dougsbpc, November 4, 2021
    • 8 replies
    • 1.5k views
    • 
    • WDIK
    • November 11, 2021

23. CRD from previous ER's Plan after layoff from current ER

    By CRBarnard, April 22, 2020
    • 8 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • April 23, 2020

24. "Opt In" Provision for MPPP

    By Guest Chelmer, September 26, 2002
    • 8 replies
    • 1.6k views
    • 
    • jaemmons
    • October 1, 2002

25. The High Price of Bondage

    By mming, January 14, 2007
    • 8 replies
    • 2k views
    • 
    • SMB
    • February 16, 2007

26. Affiliated Service Group

    By ERISAAPPLE, July 31, 2018
    • 8 replies
    • 2k views
    • 
    • ERISAAPPLE
    • August 7, 2018

27. Compensation from K-1 or Sched C and IRC 179

    By AlbanyConsultant, March 24, 2006
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • April 10, 2006

28. Frozen profit sharing plan - vesting

    By taxllm, October 12, 2015
    • 8 replies
    • 3k views
    • 
    • taxllm
    • October 12, 2015

29. Consequences of failure to fund profit sharing plan

    By Guest Theresa, January 6, 2000
    • 8 replies
    • 3.1k views
    • 
    • mbozek
    • February 19, 2002

30. Multiple employer plan-controlled group?

    By Guest m.n.ouellette, November 11, 2008
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • November 12, 2008

31. plan limits

    By Tom Poje, September 18, 2014
    • 8 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 19, 2014

32. Can corporate plan sponsor be the named trustee?

    By Guest PSteinhart, July 24, 2003
    • 8 replies
    • 9.5k views
    • 
    • MoJo
    • February 19, 2013

33. Purchase of paid up whole life insurance with an account balance?

    By Guest, December 19, 2000
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 21, 2000

34. Multiple Employer Plan Document

    By Archimage, April 20, 2006
    • 8 replies
    • 1.8k views
    • 
    • Archimage
    • April 24, 2006

35. terminating a PS plan to start a 401k

    By Santo Gold, November 21, 2007
    • 8 replies
    • 1.3k views
    • 
    • Santo Gold
    • November 28, 2007

36. 404 Analysis in Affiliated Service Group Situation

    By Guest EMM118, February 19, 2009
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 26, 2009

37. Affiliated Service Group?

    By waid10, August 10, 2022
    • 8 replies
    • 1.6k views
    • 
    • Roycal
    • August 12, 2022

38. TH - Related Rollovers

    By JackS, November 13, 2018
    • 8 replies
    • 2.4k views
    • 
    • Luke Bailey
    • November 15, 2018

39. ROYALTIES

    By Guest arlene, August 31, 2006
    • 8 replies
    • 2.1k views
    • 
    • Moe Howard
    • September 8, 2006

40. Combo plan testing and early retirement age (ERA)

    By Jakyasar, July 10, 2024
    • 8 replies
    • 951 views
    • 
    • Jakyasar
    • July 11, 2024

41. 204(h) Notice

    By luissaha, September 23, 2014
    • 8 replies
    • 2.3k views
    • 
    • luissaha
    • September 23, 2014

42. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA, January 11, 2019
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 15, 2019

43. Employee stole from company - Can ER go after her 401k assets?

    By Santo Gold, June 12, 2014
    • 8 replies
    • 2.5k views
    • 
    • My 2 cents
    • June 13, 2014

44. Record Retention

    By Pension RC, February 28, 2018
    • 8 replies
    • 3.4k views
    • 
    • rhb401
    • March 2, 2018

45. Compensation from an LLC

    By Santo Gold, May 23, 2006
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • May 24, 2006

46. Can one beneficiary form cover 2 retirement plans?

    By Cardscrazy, June 26, 2019   

    • esop
    • 401(k)
    • 8 replies
    • 1.5k views
    • 
    • ESOP Guy
    • July 8, 2019

47. Is jury duty pay a fringe benefit or regular pay?

    By PensionPro, January 19, 2024
    • 8 replies
    • 3.4k views
    • 
    • Luke Bailey
    • February 7, 2024

48. TH contributions in a SH match plan

    By Bird, November 14, 2023
    • 8 replies
    • 751 views
    • 
    • austin3515
    • November 16, 2023

49. Is Kodak Savings Investment Plan (SIP) excepted from the Required Minimum Distribution rules?

    By katieinny, November 17, 2004
    • 8 replies
    • 5.7k views
    • 
    • katieinny
    • November 18, 2004

50. How do you anticipate the bailout affecting retirement plans?

    By Guest Enda80, October 18, 2008
    • 8 replies
    • 1.3k views
    • 
    • jpod
    • October 21, 2008