Retirement Plans in General

5,751 topics in this forum

1. Exception to Antiassignment Rule

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

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

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

3. forfeiture reallocation

   By Lori H, November 4, 2013
   • 10 replies
   • 2.5k views
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   • Guest
   • April 21, 2014

4. Blaze SSi- RTS system- ee field 61 and subgroups

   By Guest Denismh, December 14, 2000
   • 6 replies
   • 2.5k views
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   • Cathy from Chicago
   • June 3, 2001

5. Cash out under $200

   By Cynchbeast, May 18, 2017
   • 6 replies
   • 2.5k views
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   • david rigby
   • May 19, 2017

6. Controlled Group

   By Guest P Arpey, August 20, 2008
   • 9 replies
   • 2.5k views
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   • buckaroo
   • September 24, 2008

7. Small Plan Start Up Cost Credit

   By BeanCounterBlues, June 22, 2007
   • 1 reply
   • 2.5k views
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   • Bird
   • June 22, 2007

8. 414S Nondiscrimation test

   By Guest kangerooster, November 19, 2004
   • 1 reply
   • 2.5k views
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   • AndyH
   • November 19, 2004

9. Irrevocable Waivers

   By Guest acathcart, May 13, 1999
   • 1 reply
   • 2.5k views
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   • M R Bernardin
   • May 14, 1999

10. Contract work for a TPA

    By HarleyBabe, December 13, 2011
    • 4 replies
    • 2.5k views
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    • movedon
    • February 19, 2012

11. testing 2 profit sharing allocations in the same plan

    By Santo Gold, June 19, 2006
    • 7 replies
    • 2.5k views
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    • AndyH
    • June 20, 2006

12. What to do with missing participants - California style. (Does Califor

    By John A, March 15, 2000
    • 2 replies
    • 2.5k views
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    • Guest
    • March 15, 2000

13. Benefit plans

    By Guest wojo2424, January 19, 2004
    • 4 replies
    • 2.5k views
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    • wmyer
    • July 26, 2004

14. 8955-SSA: Total balance or vested balance?

    By ldr, February 12, 2019   

    • 8955-ssa
    • 6 replies
    • 2.5k views
    • 
    • ldr
    • February 14, 2019

15. Form 1120-S Schedule K-1

    By coleboy, February 25, 2020
    • 13 replies
    • 2.5k views
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    • Larry Starr
    • March 23, 2020

16. PLR 9437042- Need a Copy

    By Appleby, December 7, 2005
    • 2 replies
    • 2.5k views
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    • Appleby
    • December 7, 2005

17. What regulation says a plan doesn’t tax-qualify if not administered according to its written plan?

    By Peter Gulia, August 6, 2019   

    • internal revenue code § 401(a)
    • 15 replies
    • 2.5k views
    • 
    • loserson
    • August 8, 2019

18. KEOGH Plan information

    By Guest MAP, December 13, 2000
    • 6 replies
    • 2.5k views
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    • Guest
    • December 16, 2000

19. Last Day Requirement for Vesting?

    By Spencer, November 17, 1999
    • 4 replies
    • 2.5k views
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    • Guest
    • November 19, 1999

20. PBGC covered or not

    By Jakyasar, March 9, 2022
    • 15 replies
    • 2.4k views
    • 
    • ktrombino
    • September 21, 2022

21. Ownership attribution - children to parents

    By maverick, March 10, 2002
    • 5 replies
    • 2.4k views
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    • Mike Preston
    • March 11, 2002

22. Creditor protection IRA vs. Plan

    By Craig Schiller, March 27, 2013   

    • Creditor protection
    • 2 replies
    • 2.4k views
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    • Craig Schiller
    • April 1, 2013

23. Startup software company looking for realistic stock % for employees.

    By Guest grizzled, January 20, 2000
    • 1 reply
    • 2.4k views
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    • Guest
    • February 3, 2007

24. Form SS-4 Tip

    By David MacLennan, October 21, 2004
    • 0 replies
    • 2.4k views
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    • David MacLennan
    • October 21, 2004

25. Handbook for Small Business

    By Guest Melanie, October 29, 1998
    • 4 replies
    • 2.4k views
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    • Guest
    • January 14, 1999

26. Partial Plan Termination

    By 401(k)athryn, April 22, 2019
    • 12 replies
    • 2.4k views
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    • Mike Preston
    • April 25, 2019

27. Early retirement question. Company wont allow to to take another job.

    By Guest tl6056john, October 19, 2003
    • 5 replies
    • 2.4k views
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    • Guest
    • October 29, 2003

28. 25% and 15% calculations wrt ee deferrals

    By David, July 26, 2000
    • 4 replies
    • 2.4k views
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    • pjkoehler
    • July 28, 2000

29. anti-cut back rule and employer discretion

    By Guest Smokin, August 17, 2004
    • 2 replies
    • 2.4k views
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    • MGB
    • August 17, 2004

30. 404 excess

    By Earl, January 31, 2006
    • 3 replies
    • 2.4k views
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    • Belgarath
    • January 31, 2006

31. Change of Trustees

    By Guest DIGMYDOG, September 19, 2003
    • 3 replies
    • 2.4k views
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    • ljr
    • September 22, 2003

32. OK to amend plan to count "predecessor" service of new physician?

    By Archimage, December 5, 2003
    • 10 replies
    • 2.4k views
    • 
    • KJohnson
    • December 11, 2003

33. Sample size used for the audit of a plan

    By Guest ayler11, July 5, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 5, 2000

34. ISO/NQSO as Compensation

    By Gary Lesser, November 13, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 13, 1998

35. unused vacation pay

    By cpc0506, October 19, 2015   

    • vacation pay versus severance
    • 7 replies
    • 2.4k views
    • 
    • Calavera
    • October 20, 2015

36. Defined Benefit Plan Diversification Requirements?

    By Fielding Mellish, April 18, 2016
    • 3 replies
    • 2.4k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

37. Multiple Employer Plan & Top heavy test

    By Guest Amy Marie, June 14, 2011
    • 2 replies
    • 2.4k views
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    • Guest
    • June 20, 2011

38. QDRO early distribution penalty

    By Guest zimmer, July 26, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • July 27, 1999

39. Audit Questions

    By WDIK, August 25, 2003
    • 19 replies
    • 2.4k views
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    • WDIK
    • March 12, 2004

40. Nonunion work for union employees

    By Guest rgorman, February 5, 2008
    • 4 replies
    • 2.4k views
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    • PLAN MAN
    • March 13, 2008

41. Best retirement plan options for benevolent small business

    By Guest DCarter, February 19, 1999
    • 3 replies
    • 2.4k views
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    • richard
    • March 9, 1999

42. Money Purchase Plan- Late Contribution

    By Coleboy1, September 16
    • 4 replies
    • 2.4k views
    • 
    • justanotheradmin
    • September 16

43. mistake of fact

    By Belgarath, March 22, 2005
    • 6 replies
    • 2.4k views
    • 
    • Belgarath
    • March 23, 2005

44. Target Benefit and EGTRRA Limits

    By mwyatt, January 8, 2004
    • 12 replies
    • 2.4k views
    • 
    • mwyatt
    • January 9, 2004

45. Why are participants allowed (encouraged?) to remove their "retir

    By Guest Ray Williams, April 28, 2000
    • 10 replies
    • 2.4k views
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    • MoJo
    • May 31, 2000

46. Amend DC Plan to Restrict Eligible Participants

    By Caroline, March 17
    • 11 replies
    • 2.4k views
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    • CuseFan
    • March 18

47. The check for 2023 contribution is returned to the client by RK

    By Jakyasar, March 15
    • 6 replies
    • 2.4k views
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    • Kirk Vaughn
    • March 18

48. target benefit plan contribution

    By Ervin Barham, March 20, 2002
    • 5 replies
    • 2.4k views
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    • AndyH
    • March 22, 2002

49. TH - Related Rollovers

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

50. Amendment deadline for changing plan year

    By John A, October 12, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 12, 1999