Retirement Plans in General

5,751 topics in this forum

1. S Corporation Advantages

   By Guest wjr, March 19, 2003
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • March 20, 2003

2. Break in Service

   By Basically, September 13, 2023
   • 3 replies
   • 2.4k views
   • 
   • Basically
   • September 13, 2023

3. company in bankruptcy, plan administration assumed by PBGC, who files the final IRS Form 990?

   By erisageek1978, March 31
   • 3 replies
   • 2.4k views
   • 
   • Peter Gulia
   • April 1

4. Money Purchase merger with 401(k) Profit Sharing

   By Dawn Hafner, September 21, 1998
   • 2 replies
   • 2.4k views
   • 
   • Dawn Hafner
   • September 30, 1998

5. What action should be taken when it is discovered that participants ar

   By John A, May 15, 2001
   • 12 replies
   • 2.4k views
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   • Mary Kay Foss
   • May 18, 2001

6. Plan Amendment and Entry Date

   By DP, April 25, 2005
   • 10 replies
   • 2.4k views
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   • DP
   • April 26, 2005

7. Controlled Group or Affiliated Service Group, or Neither?

   By Guest RBeck, January 28, 2003
   • 8 replies
   • 2.4k views
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   • Guest
   • January 29, 2003

8. Parsonage Allowance

   By Earl, December 14, 2017
   • 6 replies
   • 2.4k views
   • 
   • Earl
   • December 17, 2017

9. Contribution Due Date Fiscal Year vs. Calendar Year

   By erinak03, June 25, 2014
   • 1 reply
   • 2.4k views
   • 
   • shERPA
   • June 25, 2014

10. When is a Year of Vesting Service Credited

    By ERISAAPPLE, March 14, 2018
    • 5 replies
    • 2.4k views
    • 
    • BG5150
    • March 14, 2018

11. Partnerships-gross and net comp allocations-what to request?

    By AndyH, November 9, 2000
    • 10 replies
    • 2.4k views
    • 
    • Mike Preston
    • October 4, 2002

12. NHCE Opting out of Profit Sharing Plan

    By Guest Hartnett123, June 2, 2004
    • 11 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004

13. Model 204(h) Notice Under New Proposed Regs.

    By Christine Roberts, December 11, 2002
    • 0 replies
    • 2.4k views
    • 
    • Christine Roberts
    • December 11, 2002

14. 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

15. Money Purchase Plan- Late Contribution

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

16. Frozen Money Purchase Plan

    By Guest cpaese, July 23, 2001
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • July 23, 2001

17. Plan Retroactively Disqualified and IRC Code Section 402(B)(4)

    By Guest San Diego Benefits Guy, August 6, 2007
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • August 6, 2007

18. ERISA protection

    By SMB, April 11, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • April 12, 2006

19. Profit Sharing as Compensation

    By Guest Blythe Patterson, January 8, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 12, 1999

20. Prohibited Transaction?

    By chris, December 13, 2011
    • 15 replies
    • 2.4k views
    • 
    • chris
    • January 6, 2012

21. Pre-approved plans and asset acquisitions

    By Carol V. Calhoun, December 6, 2024
    • 5 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • December 10, 2024

22. Employee employed by two separate unrelated employers - Max Annual Add

    By MarZDoates, February 18, 2003
    • 10 replies
    • 2.4k views
    • 
    • mbozek
    • February 19, 2003

23. LLC Compensation

    By mming, April 13, 2007
    • 8 replies
    • 2.4k views
    • 
    • katieinny
    • April 26, 2007

24. Affiilated Service Group (ASG) & top heavy allocation

    By Jakyasar, April 2
    • 2 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 2

25. No investments allowed by religion in plan--allowed?

    By BG5150, November 28, 2023
    • 14 replies
    • 2.4k views
    • 
    • BruceM
    • December 1, 2023

26. Amended Eligibility

    By Guest Cynthia Banarer, February 12, 2009
    • 5 replies
    • 2.4k views
    • 
    • WDIK
    • February 12, 2009

27. Manulife or Hartford Interface

    By Guest TrustMe401k, March 9, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 9, 2000

28. PLR's as Precedent?

    By Guest JD Colville, May 17, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 29, 1999

29. Salary Deferral DB Plan?

    By Christine Roberts, March 21, 2002
    • 15 replies
    • 2.4k views
    • 
    • mbozek
    • September 17, 2002

30. Madoff

    By Belgarath, January 7, 2009
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 9, 2009

31. Cut-back question

    By J2D2, July 17, 2002
    • 15 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 18, 2002

32. Top Heavy aggregation with SIMPLE IRA

    By AndrewZ, February 21, 2002
    • 1 reply
    • 2.4k views
    • 
    • Mike Preston
    • February 21, 2002

33. Is it okay not to choose a governing State law?

    By Peter Gulia, September 1, 2015   

    • prototype; volume-submitter
    • 17 replies
    • 2.4k views
    • 
    • GBurns
    • September 3, 2015

34. Controlled group, two sole props; what's the 25% limit

    By BG5150, May 29, 2018
    • 1 reply
    • 2.4k views
    • 
    • Larry Starr
    • May 29, 2018

35. Restatement windows for 403(b) and DC plans

    By Belgarath, January 8, 2024
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • January 22, 2024

36. Working for a municipality, can an employee have a 457 TSA and also a

    By Guest Curtis L. Walsh, July 19, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 20, 2000

37. Taking fees from termianted participants' accounts

    By BG5150, November 9, 2010
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • November 9, 2010

38. Property Held in Profit Sharing Plan

    By DP, December 8, 2003
    • 9 replies
    • 2.4k views
    • 
    • jevd
    • December 9, 2003

39. Trust ID Number with "P" suffix

    By David MacLennan, September 21, 2004
    • 8 replies
    • 2.4k views
    • 
    • David MacLennan
    • September 22, 2004

40. APR Calculator Workbook

    By C. B. Zeller, February 24, 2022
    • 22 replies
    • 2.4k views
    • 
    • austin3515
    • May 14, 2022

41. QKA vs. CPFA

    By MjInvestments, January 22, 2018   

    • credentials
    • qka
    • (and 1 more)

      Tagged with:

      • credentials
      • qka
      • cpfa
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • January 23, 2018

42. Is a "Participating Employer" the same as a Multiple Employer?

    By Guest sugar daddy, January 31, 2011
    • 7 replies
    • 2.4k views
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    • Guest
    • February 1, 2011

43. Excludable "Welfare Benefits" under 1.414(s)-1(c)3

    By Briandfox, September 1, 2015
    • 0 replies
    • 2.4k views
    • 
    • Briandfox
    • September 1, 2015

44. Not sure RMD year 1099

    By thepensionmaven, March 25
    • 3 replies
    • 2.4k views
    • 
    • Paul I
    • March 26

45. Who serves as an abandoned plan’s qualified termination administrator?

    By Peter Gulia, March 25, 2020   

    • abandoned plan; orphan plan; qualified termination administrator; qta
    • 9 replies
    • 2.4k views
    • 
    • Mike McWherter
    • March 27, 2020

46. Commercially Unreasonable Interest Rate and Participant Loans

    By AbsolutelyOkayPossibly, December 10, 2024
    • 10 replies
    • 2.4k views
    • 
    • AbsolutelyOkayPossibly
    • December 13, 2024

47. What documentation is required to amend Money Purchase to Profit Shari

    By Lynn Campbell, February 11, 2002
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • February 13, 2002

48. Mandatory Employee Contributions

    By Guest long, July 8, 2004
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • July 9, 2004

49. Amending vesting computation method

    By Guest Epictetus, July 10, 2007
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • July 12, 2007

50. Eligibility Upon Rehire

    By PLAN MAN, September 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • PLAN MAN
    • September 13, 2007