Retirement Plans in General

5,751 topics in this forum

1. Business dissolving

   By Belgarath, November 4, 2016
   • 14 replies
   • 1.6k views
   • 
   • K2retire
   • November 14, 2016

2. Business establish after effective date of Plan?

   By jane123, October 31, 2005
   • 3 replies
   • 1.6k views
   • 
   • jane123
   • November 1, 2005

3. Business purchased, purchase price paid through payroll

   By Belgarath, February 14, 2017
   • 5 replies
   • 568 views
   • 
   • Belgarath
   • February 14, 2017

4. Business/plan transactions

   By Belgarath, November 13, 2014
   • 1 reply
   • 878 views
   • 
   • Kevin C
   • November 14, 2014

5. buy/sell agreements

   By Guest R. Daestrom, September 7, 2005
   • 1 reply
   • 1.2k views
   • 
   • Belgarath
   • September 7, 2005

6. Buyback of vacation pay--subject to 401(k)? And New Comparability question.

   By BG5150, October 20, 2021
   • 3 replies
   • 1.3k views
   • 
   • BG5150
   • October 22, 2021

7. buying life insurance with rollover money

   By Santo Gold, September 6, 2005
   • 5 replies
   • 2.2k views
   • 
   • mbozek
   • September 10, 2005

8. Buyout of PA Owner Mid-Year: Who Gets Deduction Credit

   By Guest DuChamp, November 20, 2012
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • November 20, 2012

9. C Corp Contribution deadline

   By wally, September 7, 2017
   • 6 replies
   • 2k views
   • 
   • Belgarath
   • September 8, 2017

10. CA tax on gains

    By ombskid, May 6, 2015
    • 7 replies
    • 1.2k views
    • 
    • mbozek
    • May 27, 2015

11. Calculating (or not calculating) lost earnings on late discretionary c

    By MR, September 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • MR
    • September 21, 2000

12. Calculating earned income for sole prop who paid himself through his p

    By Guest heplerclan, March 21, 2003
    • 3 replies
    • 1k views
    • 
    • E as in ERISA
    • March 21, 2003

13. calculating earnings on missed contribution

    By Guest dlm, August 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 18, 1999

14. Calculating earnings--fees?

    By BG5150, June 11, 2018
    • 1 reply
    • 397 views
    • 
    • Bird
    • June 11, 2018

15. Calculating Partership Compensation

    By Guest Hartnett123, March 18, 2004
    • 2 replies
    • 927 views
    • 
    • Guest
    • March 18, 2004

16. Calculating Partner Contribution/Compensation

    By Guest LauraH, March 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • April 1, 2003

17. Calculating required minimum distribution

    By Guest Enda80, May 17, 2008
    • 7 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 20, 2008

18. Calculation for Partner @ 7/1, 5%TWB+20%>TWB

    By Guest crosseyetester, January 19, 2007
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • January 20, 2007

19. Calculation of Compensation for one payroll period

    By Guest perplexedbypensions, February 24, 2007
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • February 26, 2007

20. Calculation of contribution for sole proprietor

    By Jed Macy, February 11, 2004
    • 22 replies
    • 4.8k views
    • 
    • Mike Preston
    • February 13, 2004

21. Calendar Year MEP Splits Mar-31 & the 5500 Considerations

    By AJC, July 30
    • 4 replies
    • 2.7k views
    • 
    • acm_acm
    • August 1

22. California incorporation conversion

    By pgold, August 22, 2019   

    • plan amendments?
    • 3 replies
    • 1k views
    • 
    • pgold
    • August 23, 2019

23. California Retirement Specialists

    By RGiannini, April 21, 2017   

    • capital forum on pensions
    • retirement conference
    • 0 replies
    • 370 views
    • 
    • RGiannini
    • April 21, 2017

24. CalSavers

    By Cynchbeast, June 29, 2021
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • July 1, 2021

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

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

26. Can 2 companies who are controlled group maintain separate plan documents?

    By katieinny, November 17, 2009
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • November 17, 2009

27. Can 4 Yr. Old Plan w/o a Doc Get Compliance Thru EPCRS?

    By mming, May 9, 2002
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • May 13, 2002

28. Can a "3(16)" service help if a business owner is barred from serving as a fiduciary?

    By Peter Gulia, June 2, 2014
    • 4 replies
    • 945 views
    • 
    • QDROphile
    • June 20, 2014

29. Can a 1 participant plan (or just the Trust) continue after the death of the sole participant? 1 2

    By RayJJohnsonJr, July 11, 2018
    • 53 replies
    • 4.5k views
    • 
    • Larry Starr
    • August 20, 2018

30. Can a 401(k) plan pay fees to a "registered investment advisor (R

    By Moe Howard, April 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • IRC401
    • April 29, 2001

31. Can a 414(k) plan be a profit-sharing plan?

    By Carol V. Calhoun, June 5, 2016
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • June 6, 2016

32. Can a canadian company establish a US retirement plan?

    By Guest skim3011, January 24, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 25, 2002

33. Can a CBA reduce retirement or disability benefits already accrued?

    By AFFIS, March 22, 2020   

    • erisa
    • cba
    • (and 2 more)

      Tagged with:

      • erisa
      • cba
      • accrual rules
      • accrued benefit
    • 1 reply
    • 633 views
    • 
    • Larry Starr
    • March 23, 2020

34. Can a company make a profit sharing contribution consisting of either

    By Guest michaelv, February 22, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 22, 2001

35. Can a DB Plan Accept a rollover?

    By LCARUSI, November 11, 1998
    • 3 replies
    • 2.2k views
    • 
    • JWK
    • November 9, 2001

36. Can a defined benefit plan be merged into a 401(k) plan?

    By rocknrolls2, September 22, 2015
    • 2 replies
    • 2.7k views
    • 
    • Tom Poje
    • September 25, 2015

37. Can a depletion of assets cause a partial termination?

    By John A, March 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 16, 2000

38. Can a KSOP have late deferrals?

    By Bri, February 15, 2022
    • 4 replies
    • 991 views
    • 
    • ESOP Guy
    • February 18, 2022

39. Can a Living Participant File a Disclaimer of his/her Plan benefit and therefore not receive it?

    By rocknrolls2, March 8, 2017
    • 5 replies
    • 881 views
    • 
    • My 2 cents
    • March 9, 2017

40. Can a management group establish a retirement plan?

    By Santo Gold, January 4, 2021
    • 4 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • June 30, 2021

41. Can a Mortgage Broker's Qualified Plan Invest in Mortgages They Sell?

    By mming, February 6, 2001
    • 0 replies
    • 1.6k views
    • 
    • mming
    • February 6, 2001

42. Can a MPPP be merged into an existing SEP.

    By Moe Howard, December 17, 2002
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • December 17, 2002

43. Can a mppp contribution be increased for a part of the plan year?

    By Guest, December 26, 2000
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 28, 2000

44. Can a P/S plan that had been a target plan permit in-service withdrawa

    By MR, October 17, 2000
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • October 17, 2000

45. Can a plan purchase an insurance policy on a totally unrelated 3rd party?

    By Earl, May 25, 2004
    • 17 replies
    • 3.7k views
    • 
    • Belgarath
    • June 7, 2004

46. Can a plan sponsor set up an account inside a target benefit plan to h

    By John A, October 17, 2000
    • 6 replies
    • 1.8k views
    • 
    • Erik Read
    • December 4, 2000

47. Can a plan sponsor terminate a source of the plan?

    By pensiongeek, February 5, 2021
    • 3 replies
    • 999 views
    • 
    • EBECatty
    • February 5, 2021

48. Can a pre-1987 carryforward be used by a plan other than the plan that

    By John A, November 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • November 16, 2000

49. Can a Prepaid PSP cont be deducted when deposited?

    By Moe Howard, February 26, 2008
    • 14 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 26, 2008

50. Can a profit sharing allocation formula be changed during a plan year?

    By John A, February 15, 2001
    • 9 replies
    • 8.3k views
    • 
    • Bill Berke
    • February 27, 2001