Retirement Plans in General

5,781 topics in this forum

1. Schedule K-1 question

   By Belgarath, February 19, 2024
   • 7 replies
   • 817 views
   • 
   • CuseFan
   • February 19, 2024

2. Investment Courses as Plan (Trustee) Expense

   By Dalai Pookah, July 31, 2019   

   • plan expenses
   • trustee
   • 7 replies
   • 1.2k views
   • 
   • Dalai Pookah
   • August 5, 2019

3. Max dc contribution in separate plans

   By Guest Lil Anderson, October 12, 2006
   • 7 replies
   • 1.9k views
   • 
   • Below Ground
   • October 13, 2006

4. 1099-R EIN

   By Denice England, April 8, 2020
   • 7 replies
   • 3.3k views
   • 
   • Bird
   • April 13, 2020

5. How does a government shutdown affect the Internal Revenue Service and you?

   By Peter Gulia, March 1, 2025
   • 7 replies
   • 2.9k views
   • 
   • Peter Gulia
   • March 3, 2025

6. Failed ACP test

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

7. Annual valuation for pooled funds

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

8. 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

9. Admin fees passed onto participants

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

10. Any arguments against using a corporate trustee?

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

11. Money Purchse Plan Merging into new Profit Sharing Plan

    By Coleboy1, October 23, 2025
    • 7 replies
    • 1.5k views
    • 
    • Coleboy1
    • October 28, 2025

12. Hurricane Irma Tax Relief

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

13. "Nonvested Participant" definition

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

14. 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
    • 1.2k views
    • 
    • Luke Bailey
    • September 10, 2018

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

    By Jakyasar, January 24, 2023
    • 7 replies
    • 2.9k views
    • 
    • Peter Gulia
    • January 27, 2023

16. Section 404 excess and plan termination

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

17. Benefits, Rights and Features

    By thepensionmaven, April 3, 2018
    • 7 replies
    • 1.7k views
    • 
    • justanotheradmin
    • April 5, 2018

18. subchapter S corps and compensation

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

19. Contribution in Year when all regular employees left

    By drakecohen, April 4, 2014
    • 7 replies
    • 1k views
    • 
    • drakecohen
    • April 5, 2014

20. New Jersey deduction for self employed individuals

    By Bird, June 14, 2023
    • 7 replies
    • 11.4k views
    • 
    • Bird
    • September 11, 2023

21. Missing Documents? Idea's?

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

22. 501 hour exclusion

    By Bird, November 18, 2020
    • 7 replies
    • 3k views
    • 
    • MWeddell
    • November 20, 2020

23. Determination Letter Application

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

24. testing 2 profit sharing allocations in the same plan

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

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

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

26. 2 Yr Eligibility for PS, can TH contrib be on vesting sched?

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

27. Replacing market value adjustment on conversion

    By Guest Sieve, August 14, 2008
    • 7 replies
    • 4.4k views
    • 
    • Guest
    • December 5, 2008

28. Establishing a new Safe Harbor

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

29. Attribution and HCE's

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

30. Is fidelity bond required?

    By Jakyasar, March 2, 2021
    • 7 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • March 5, 2021

31. Can AA reference the CBA for eligibility criteria?

    By BG5150, August 9, 2019
    • 7 replies
    • 2.1k views
    • 
    • FormsRstillmylife
    • August 13, 2019

32. ABA JCEB Q and As

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

33. forfeiture allocations

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

34. Do recordkeepers get arbitration provisions?

    By Peter Gulia, April 5, 2017   

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

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

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

36. employer changed mind about profit sharing contribution

    By K2retire, October 17, 2011
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • October 19, 2011

37. filing 8955-SSA but FIRE is down?

    By AlbanyConsultant, December 6, 2022
    • 7 replies
    • 1.3k views
    • 
    • D Lewis
    • December 12, 2022

38. Real Estate-Prohibited Transaction?

    By Guest William Lehman, December 18, 1998
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • June 19, 2002

39. Plan assets discovered long after plan terminated.

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

40. Party in interest as broker for plan

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

41. Required Minimum Distribution

    By Guest bernverd, October 17, 2007
    • 7 replies
    • 2k views
    • 
    • PLAN MAN
    • October 18, 2007

42. Compensation - K-1 - Real Estate Income

    By ldr, July 20, 2022
    • 7 replies
    • 1k views
    • 
    • Bird
    • July 22, 2022

43. Fixed $ P.S. contribution OK?

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

44. Retirement Bonus -- Is It Vested?

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

45. Social Security becoming an oxymoron?

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

46. 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
    • 1.7k views
    • 
    • Luke Bailey
    • October 5, 2022

47. New Career Path into Retirement Plans

    By HarleyBabe, January 13
    • 7 replies
    • 6.2k views
    • 
    • HarleyBabe
    • January 15

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

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

49. 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
    • 1.2k views
    • 
    • My 2 cents
    • August 14, 2015

50. profit sharing deposit deadline

    By gregburst, September 13, 2012
    • 7 replies
    • 7.2k views
    • 
    • JustMe
    • March 8, 2018