Retirement Plans in General

5,751 topics in this forum

1. 1099 income only

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

2. Simple & 401(k) for same year?

   By Basically, July 16
   • 3 replies
   • 2.6k views
   • 
   • Artie M
   • July 18

3. Is severance pay included or excluded under each safe-harbor definitio

   By John A, November 27, 2000
   • 1 reply
   • 2.6k views
   • 
   • Alf
   • November 27, 2000

4. Records Retention - ERISA & IRS -What do they say?

   By ljr, June 9, 2004
   • 5 replies
   • 2.6k views
   • 
   • Blinky the 3-eyed Fish
   • June 9, 2004

5. Employee terminated as W-2 and rehired as 1099

   By Jakyasar, March 1, 2022
   • 12 replies
   • 2.6k views
   • 
   • ERISA1
   • March 8, 2022

6. ROBS and Bankruptcy

   By mariemonroe, August 24, 2017
   • 4 replies
   • 2.6k views
   • 
   • mariemonroe
   • August 31, 2017

7. TRA-86 Remedial Amendment Period for Tax-Exempts

   By davef, November 30, 1998
   • 1 reply
   • 2.6k views
   • 
   • Chester
   • November 30, 1998

8. Death of Employee in a Keough Plan

   By Guest carolinawind, September 23, 2004
   • 18 replies
   • 2.5k views
   • 
   • Tom Poje
   • September 29, 2004

9. Status of IRS determination letter processing?

   By jstorch, September 23, 2008
   • 11 replies
   • 2.5k views
   • 
   • jstorch
   • September 25, 2008

10. would they have an interest in assisting their clients in removing the

    By Guest lawallach, February 20, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 29, 2000

11. IRC 404 Deduction limit

    By jkharvey, June 15, 2000
    • 2 replies
    • 2.5k views
    • 
    • jkharvey
    • June 16, 2000

12. Trustee types and who signs

    By TPApril, July 27, 2023
    • 5 replies
    • 2.5k views
    • 
    • QDROphile
    • August 1, 2023

13. Contributions to Ineligible Employees

    By Guest ERead, September 8, 1998
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • September 8, 1998

14. Beneficiary determination - is the TPA on the hook?

    By ldr, January 18, 2019   

    • death
    • tpa
    • (and 1 more)

      Tagged with:

      • death
      • tpa
      • beneficiary
    • 18 replies
    • 2.5k views
    • 
    • ESOP Guy
    • January 31, 2019

15. Just curious...

    By Lori Friedman, October 8, 2004
    • 3 replies
    • 2.5k views
    • 
    • JanetM
    • October 11, 2004

16. Controlled group without ownership?

    By Guest Christie Banks, May 1, 2002
    • 4 replies
    • 2.5k views
    • 
    • pjkoehler
    • May 2, 2002

17. Aggregation of fees/Prohibted Transactions

    By MoJo, October 5, 1999
    • 2 replies
    • 2.5k views
    • 
    • Dowist
    • October 12, 1999

18. Forfeiture Restoration

    By Brenda Wren, June 20, 2000
    • 3 replies
    • 2.5k views
    • 
    • Richard Anderson
    • June 29, 2000

19. SAS 70 report

    By Guest mpark, August 30, 2004
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • September 1, 2004

20. Definition of "active participant" for W-2

    By Richard Anderson, January 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • Bill Berke
    • January 22, 2001

21. Annuity benefit when merging money purchase and p/s plans.

    By Guest Thornton, September 13, 2001
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • December 12, 2001

22. Compliance check not responded to

    By SSRRS, March 28
    • 3 replies
    • 2.5k views
    • 
    • Paul I
    • March 28

23. Effective Date of new Plan

    By Hokielady, September 30, 2016
    • 5 replies
    • 2.5k views
    • 
    • Mike Preston
    • October 3, 2016

24. Form 1099-R: Distribution to a minor

    By Lori Friedman, January 16, 2006
    • 1 reply
    • 2.5k views
    • 
    • JanetM
    • January 16, 2006

25. Late Filing Penalty for Late Deposit Form 5330

    By jw721, March 30, 2023
    • 2 replies
    • 2.5k views
    • 
    • EBP
    • April 1, 2023

26. Partnership allocation of safe harbor contribution

    By Guest KMP, June 13, 2002
    • 2 replies
    • 2.5k views
    • 
    • Mary Kay Foss
    • June 14, 2002

27. Voluntary Early Retirement Incentive

    By Guest tonjer, January 29, 2003
    • 6 replies
    • 2.5k views
    • 
    • mbozek
    • January 31, 2003

28. PS funding deadline - not 12 months?

    By AlbanyConsultant, September 6, 2018
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 12, 2018

29. Settlor Fees?

    By Dougsbpc, May 1, 2007
    • 2 replies
    • 2.5k views
    • 
    • Effen
    • May 2, 2007

30. employer changed mind about profit sharing contribution

    By K2retire, October 17, 2011
    • 7 replies
    • 2.5k views
    • 
    • Bird
    • October 19, 2011

31. Are you ready for your client to be compelled to provide an annuity payout?

    By Peter Gulia, September 7, 2021   

    • annuity
    • 24 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • September 11, 2021

32. 5500 Filing on new plan

    By Guest MMorgan, September 11, 1998
    • 4 replies
    • 2.5k views
    • 
    • imchipbrown
    • September 17, 1998

33. IRS Audit at the TPA's office

    By mwyatt, July 29, 2009
    • 14 replies
    • 2.5k views
    • 
    • TPApril
    • November 30, 2016

34. Partial Plan Termination

    By bzorc, September 29, 2017
    • 8 replies
    • 2.5k views
    • 
    • ESOP Guy
    • October 4, 2017

35. Individually Designed Plan Restatement Requirement?

    By kmhaab, April 9, 2021
    • 6 replies
    • 2.5k views
    • 
    • Luke Bailey
    • April 13, 2021

36. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore, January 6, 2020
    • 11 replies
    • 2.5k views
    • 
    • Dobber
    • January 9, 2020

37. FREE benefits benchmarking study opportunity

    By Guest Greg Melia, June 12, 2001
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 19, 2001

38. Differing opinion on Q about vesting computation period for short plan

    By John A, September 28, 1999
    • 2 replies
    • 2.5k views
    • 
    • John A
    • September 28, 1999

39. Design-Based Safe Harbor?

    By lkpittman, June 8, 1999
    • 4 replies
    • 2.5k views
    • 
    • lkpittman
    • June 10, 1999

40. Pension Question - Cessation of Employer Contributions

    By WR_Smith, December 2, 2022
    • 3 replies
    • 2.5k views
    • 
    • Luke Bailey
    • December 6, 2022

41. Parent adopting on behalf of a subsidiary

    By Carol V. Calhoun, July 19, 2024
    • 10 replies
    • 2.5k views
    • 
    • EBECatty
    • November 4, 2024

42. Rule of Parity

    By ESOP Guy, January 26, 2018
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • January 29, 2018

43. and the limits should be...

    By Tom Poje, October 19, 2011
    • 14 replies
    • 2.5k views
    • 
    • Tom Poje
    • November 8, 2011

44. What is an Enrolled Retirement Plan Agent allowed to do?

    By Peter Gulia, August 10, 2018   

    • erpa
    • 14 replies
    • 2.5k views
    • 
    • Peter Gulia
    • August 14, 2018

45. Amendment to Eligibility/Vesting Provisions

    By Medusa, October 10, 2007
    • 10 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 15, 2007

46. post-death spousal consent

    By jpod, June 26, 2017
    • 17 replies
    • 2.5k views
    • 
    • MoJo
    • June 27, 2017

47. Combo Plan - gateway requirement

    By Jakyasar, December 10, 2020
    • 18 replies
    • 2.5k views
    • 
    • Lou S.
    • March 5, 2021

48. Referral to pros/cons website or article of taking retirement 401k dist. as IRA rollover and annuitizing

    By Guest jusducki, August 18, 2004
    • 23 replies
    • 2.5k views
    • 
    • Guest
    • August 27, 2004

49. Exception to Antiassignment Rule

    By Guest merlin, July 23, 2002
    • 4 replies
    • 2.5k views
    • 
    • jpod
    • July 24, 2002

50. 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