Retirement Plans in General

5,753 topics in this forum

1. Failed ACP test

   By Cynchbeast, January 7, 2013
   • 7 replies
   • 2.5k views
   • 
   • Tom Poje
   • January 7, 2013

2. Annual valuation for pooled funds

   By kwalified, December 15, 2014
   • 7 replies
   • 1.7k views
   • 
   • kwalified
   • December 16, 2014

3. Another IRS denial of extension request - with a twist!

   By Brenda Wren, February 22, 2022
   • 7 replies
   • 1.2k views
   • 
   • Luke Bailey
   • March 2, 2022

4. Admin fees passed onto participants

   By Santo Gold, June 14, 2006
   • 7 replies
   • 1.8k views
   • 
   • Nate X
   • June 27, 2006

5. Any arguments against using a corporate trustee?

   By Guest Fauxqui, July 19, 2002
   • 7 replies
   • 4.4k views
   • 
   • Fredman
   • September 24, 2002

6. Money Purchse Plan Merging into new Profit Sharing Plan

   By Coleboy1, October 23
   • 7 replies
   • 750 views
   • 
   • Coleboy1
   • October 28

7. Hurricane Irma Tax Relief

   By RatherBeGolfing, September 12, 2017
   • 7 replies
   • 1.6k views
   • 
   • RayJJohnsonJr
   • October 19, 2017

8. "Nonvested Participant" definition

   By rosskeene, April 24, 2012
   • 7 replies
   • 3.1k views
   • 
   • Hojo
   • May 16, 2012

9. Does an insurance company check whether its fidelity bond covers someone convicted of a crime?

   By Peter Gulia, September 7, 2018   

   • erisa § 411; erisa § 412; crime; fidelity bond
   • 7 replies
   • 1.1k views
   • 
   • Luke Bailey
   • September 10, 2018

10. 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

11. Section 404 excess and plan termination

    By Sully, November 30, 2005
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • December 2, 2005

12. Benefits, Rights and Features

    By thepensionmaven, April 3, 2018
    • 7 replies
    • 1.6k views
    • 
    • justanotheradmin
    • April 5, 2018

13. subchapter S corps and compensation

    By eilano, May 20, 2002
    • 7 replies
    • 2k views
    • 
    • actuarysmith
    • May 22, 2002

14. Contribution in Year when all regular employees left

    By drakecohen, April 4, 2014
    • 7 replies
    • 985 views
    • 
    • drakecohen
    • April 5, 2014

15. New Jersey deduction for self employed individuals

    By Bird, June 14, 2023
    • 7 replies
    • 9.1k views
    • 
    • Bird
    • September 11, 2023

16. Missing Documents? Idea's?

    By Erik Read, January 3, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 8, 2002

17. 501 hour exclusion

    By Bird, November 18, 2020
    • 7 replies
    • 2.8k views
    • 
    • MWeddell
    • November 20, 2020

18. Determination Letter Application

    By Guest lvegas, February 22, 2005
    • 7 replies
    • 1.9k views
    • 
    • Alf
    • July 21, 2005

19. testing 2 profit sharing allocations in the same plan

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

20. When is this participant eligible for the CT PS contribution?

    By Pammie57, January 19, 2016
    • 7 replies
    • 749 views
    • 
    • Tom Poje
    • January 20, 2016

21. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

    By BG5150, October 25, 2021
    • 7 replies
    • 767 views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2021

22. Replacing market value adjustment on conversion

    By Guest Sieve, August 14, 2008
    • 7 replies
    • 4.3k views
    • 
    • Guest
    • December 5, 2008

23. Establishing a new Safe Harbor

    By FJR, March 4, 2003
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 5, 2003

24. Attribution and HCE's

    By Guest carsonv, October 10, 2003
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • October 10, 2003

25. Is fidelity bond required?

    By Jakyasar, March 2, 2021
    • 7 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • March 5, 2021

26. Can AA reference the CBA for eligibility criteria?

    By BG5150, August 9, 2019
    • 7 replies
    • 2k views
    • 
    • FormsRstillmylife
    • August 13, 2019

27. ABA JCEB Q and As

    By smm, August 7, 2003
    • 7 replies
    • 2k views
    • 
    • E as in ERISA
    • August 7, 2003

28. forfeiture allocations

    By Guest csals, May 3, 2010
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • May 4, 2010

29. Do recordkeepers get arbitration provisions?

    By Peter Gulia, April 5, 2017   

    • service agreement; remedies; arbitration
    • 7 replies
    • 639 views
    • 
    • Doghouse
    • April 6, 2017

30. In-service Distributions/Distributable Event in PS Plans

    By Guest jvgatty, June 25, 2010
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • June 28, 2010

31. employer changed mind about profit sharing contribution

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

32. filing 8955-SSA but FIRE is down?

    By AlbanyConsultant, December 6, 2022
    • 7 replies
    • 1.2k views
    • 
    • D Lewis
    • December 12, 2022

33. Real Estate-Prohibited Transaction?

    By Guest William Lehman, December 18, 1998
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • June 19, 2002

34. Plan assets discovered long after plan terminated.

    By Belgarath, May 22, 2002
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • May 23, 2002

35. Party in interest as broker for plan

    By SMB, August 10, 2000
    • 7 replies
    • 2.1k views
    • 
    • KJohnson
    • August 10, 2000

36. Required Minimum Distribution

    By Guest bernverd, October 17, 2007
    • 7 replies
    • 1.9k views
    • 
    • PLAN MAN
    • October 18, 2007

37. Compensation - K-1 - Real Estate Income

    By ldr, July 20, 2022
    • 7 replies
    • 974 views
    • 
    • Bird
    • July 22, 2022

38. Fixed $ P.S. contribution OK?

    By Guest KBU, August 10, 2000
    • 7 replies
    • 2.1k views
    • 
    • pjkoehler
    • August 11, 2000

39. Retirement Bonus -- Is It Vested?

    By Guest Richard Bellamy, September 16, 2009
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • September 18, 2009

40. Social Security becoming an oxymoron?

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

41. Frozen Profit Sharing Plan

    By Catch22PGM, October 3, 2022   

    • form 5500
    • frozen plan
    • (and 1 more)

      Tagged with:

      • form 5500
      • frozen plan
      • profit sharing plan
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • October 5, 2022

42. Participant Directed Accounts; brokers want all kinds of indemnificati

    By chris, January 31, 2003
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • February 5, 2003

43. Age of beneficiary at time of death

    By Zorro1k, August 12, 2015   

    • default beneficiary
    • death
    • (and 2 more)

      Tagged with:

      • default beneficiary
      • death
      • participant
      • age
    • 7 replies
    • 1.1k views
    • 
    • My 2 cents
    • August 14, 2015

44. profit sharing deposit deadline

    By gregburst, September 13, 2012
    • 7 replies
    • 7.1k views
    • 
    • JustMe
    • March 8, 2018

45. Investing self directed money in an LLC owned by a participant -- proh

    By R. Butler, January 17, 2003
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • January 20, 2003

46. Bankruptcy

    By Belgarath, November 18, 2010
    • 7 replies
    • 2.6k views
    • 
    • Belgarath
    • November 24, 2010

47. Plan Disqualification (Statute of Limitations)

    By Scuba 401, August 4, 2020
    • 7 replies
    • 4.9k views
    • 
    • Peter Gulia
    • August 6, 2020

48. is this a controlled group?

    By Earl, September 20, 2006
    • 7 replies
    • 1.9k views
    • 
    • Earl
    • September 21, 2006

49. Contributions in other than cash

    By Bird, December 9, 2022
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • December 12, 2022

50. Can "Temporary Employees" be considered an excluded class?

    By Santo Gold, March 5, 2024
    • 7 replies
    • 5.7k views
    • 
    • Santo Gold
    • March 8, 2024