Retirement Plans in General

5,751 topics in this forum

1. May a plan’s administrator ignore a participant’s trust document?

   By Peter Gulia, April 11, 2017   

   • 401(a)(9)
   • 7 replies
   • 1k views
   • 
   • Mike Preston
   • April 13, 2017

2. earned income (Schedule C Income)

   By Tom Poje, June 5, 2017
   • 7 replies
   • 963 views
   • 
   • imchipbrown
   • June 6, 2017

3. Top Heavy testing w/rollovers

   By Belgarath, August 29, 2003
   • 7 replies
   • 3k views
   • 
   • Belgarath
   • September 3, 2003

4. Using Forfeitures for Participant Education - specifically Financial Wellness

   By 401kology, March 5, 2024   

   • forfeitures
   • education
   • (and 1 more)

     Tagged with:

     • forfeitures
     • education
     • financial wellness
   • 7 replies
   • 1.3k views
   • 
   • Peter Gulia
   • March 8, 2024

5. counting prior service for eligibility

   By Jakyasar, December 2, 2020
   • 7 replies
   • 977 views
   • 
   • Jakyasar
   • June 28, 2021

6. Can the qualified replacement plan (QRP) pay for retiree medical benefit?

   By Jakyasar, March 9, 2021
   • 7 replies
   • 1.1k views
   • 
   • FPGuy
   • March 11, 2021

7. Paying for Life Insurance out of a Pension Plan?

   By Jilliandiz, November 4, 2003
   • 7 replies
   • 2.2k views
   • 
   • Belgarath
   • November 20, 2003

8. asset sale of company

   By thepensionmaven, July 30, 2018
   • 7 replies
   • 1k views
   • 
   • Mike Preston
   • August 7, 2018

9. Consultanting Firms for RFP Assistance

   By Guest cole stevenson, January 20, 2005
   • 7 replies
   • 1.7k views
   • 
   • GBurns
   • January 21, 2005

10. Sole Proprietor Profit Sharing Plan

    By Guest Joe Rak, March 11, 2009
    • 7 replies
    • 4.2k views
    • 
    • J Simmons
    • March 16, 2009

11. New Disabilty regulations

    By Belgarath, February 22, 2018
    • 7 replies
    • 935 views
    • 
    • Larry Starr
    • February 26, 2018

12. Mortgage as profit sharing investment

    By ombskid, August 20, 2019
    • 7 replies
    • 1.3k views
    • 
    • Lou S.
    • August 21, 2019

13. Introductory Textbook about Retirement Plans??

    By SFSD, August 17, 2015
    • 7 replies
    • 1.2k views
    • 
    • Doghouse
    • August 18, 2015

14. Owner excluding union employees from plan

    By Guest Mr. Relaxation, November 5, 2003
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • November 14, 2005

15. Wants to set up pension plans for 2021 but SIMPLE plan is in existence.

    By Jakyasar, November 5, 2021
    • 7 replies
    • 1.5k views
    • 
    • shERPA
    • November 9, 2021

16. Plan Eligibility

    By coleboy, January 10, 2017
    • 7 replies
    • 1.1k views
    • 
    • My 2 cents
    • January 10, 2017

17. Personnel Manual and Plan Document differ in eligibility criteria for 403(b)(9) non-electing church plan

    By KaJay, August 20, 2019
    • 7 replies
    • 1k views
    • 
    • KaJay
    • August 23, 2019

18. Federal Withholding

    By Guest THess, April 22, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • April 23, 2004

19. Top-heavy test - officer - determining number of employees in a year

    By John A, January 24, 2002
    • 7 replies
    • 2.4k views
    • 
    • John A
    • January 28, 2002

20. Forfeiture contributions used to reduce contribution. HELP!

    By Guest EPS, June 15, 2002
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • June 18, 2002

21. Request for Proposal - TEPP Legal Services

    By Milwaukee Transport Svcs, October 6, 2020
    • 7 replies
    • 986 views
    • 
    • Milwaukee Transport Svcs
    • October 26, 2020

22. Compensation of self-employed individual versus owner-employeeer-employee

    By IHC, December 3, 2019
    • 7 replies
    • 970 views
    • 
    • IHC
    • December 4, 2019

23. Unlicensed practice of law issue; web site of org of "legal document preparers"

    By Dave Baker, April 26, 2007
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • April 28, 2007

24. Missing Participant

    By Guest Cbanarer, January 27, 1999
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • March 3, 1999

25. Plan design options covering just the owner

    By Guest R. Daestrom, July 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • July 8, 2004

26. 415c limit in a 403(b) plan

    By KaJay, November 9, 2021
    • 7 replies
    • 2.8k views
    • 
    • KaJay
    • November 15, 2021

27. Target Benefit Issue

    By chris, January 8, 2004
    • 7 replies
    • 1.5k views
    • 
    • mwyatt
    • January 9, 2004

28. Is early retirement a protected benefit?

    By Santo Gold, October 25, 2010
    • 7 replies
    • 6.2k views
    • 
    • Guest
    • December 31, 2010

29. Does anyone know a good source for benchmarking retirement plan fees,

    By Guest JEC, November 7, 2000
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 12, 2013

30. Company name not in plan name

    By Cynchbeast, December 17, 2012
    • 7 replies
    • 1.8k views
    • 
    • QDROphile
    • December 20, 2012

31. Form 1065, Schedule K-1

    By Belgarath, June 8, 2005
    • 7 replies
    • 15.4k views
    • 
    • BeckyMiller
    • June 29, 2005

32. Uniform points plan fails nondiscrimination testing

    By Belgarath, September 24, 2018
    • 7 replies
    • 1.2k views
    • 
    • Luke Bailey
    • September 24, 2018

33. Holding of Pension Payments

    By Guest dkl2214, October 27, 2011
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2011

34. GUST Amendment for Terminating Plans

    By Christine Roberts, March 13, 2000
    • 7 replies
    • 1.9k views
    • 
    • Christine Roberts
    • September 18, 2000

35. Top Heavy Failing

    By Basically, August 11, 2022
    • 7 replies
    • 879 views
    • 
    • Basically
    • August 15, 2022

36. Notice to Whom?

    By Just Me, October 25, 2010
    • 7 replies
    • 1.7k views
    • 
    • Just Me
    • October 28, 2010

37. next year plan limits

    By Tom Poje, October 15, 2015
    • 7 replies
    • 1.1k views
    • 
    • david rigby
    • October 21, 2015

38. Firing a client

    By MarZDoates, September 21, 2012
    • 7 replies
    • 2k views
    • 
    • MarZDoates
    • October 9, 2012

39. Medicare tax for high earners

    By K2retire, April 16, 2013
    • 7 replies
    • 1.3k views
    • 
    • My 2 cents
    • February 24, 2014

40. MPP & Missing or Nonresponsive Participant

    By FormsRstillmylife, June 26, 2019
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • July 10, 2019

41. How to Increase employee participation in 401-k plan

    By Guest Louis Gray, February 20, 2000
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • March 17, 2000

42. QP participation and IRA

    By Cynchbeast, February 20, 2009
    • 7 replies
    • 1.4k views
    • 
    • J Simmons
    • February 21, 2009

43. Credit service prior to date of incorporation?

    By shERPA, October 16, 2015
    • 7 replies
    • 1.1k views
    • 
    • shERPA
    • November 4, 2015

44. To true-up or not to true-up... that is the question.

    By 401kSteve, February 16, 2023
    • 7 replies
    • 2.2k views
    • 
    • Nate S
    • February 28, 2023

45. unused vacation pay

    By cpc0506, October 19, 2015   

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

46. family attribution example

    By k man, July 24, 2000
    • 7 replies
    • 3.5k views
    • 
    • k man
    • July 24, 2000

47. Bill participant to answer questions?

    By Guest Dave Peckham, March 16, 2010
    • 7 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2010

48. Rollovers

    By Guest Golden401k, June 15, 2011
    • 7 replies
    • 1.4k views
    • 
    • PensionPro
    • June 21, 2011

49. Payment of plan expenses

    By ErisaGooroo, January 12, 2018
    • 7 replies
    • 1.7k views
    • 
    • ErisaGooroo
    • January 19, 2018

50. Question on VFCP eligibility

    By Renee H, October 20, 2022
    • 7 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • November 9, 2022