Retirement Plans in General

5,751 topics in this forum

1. Name of the Investor on K-1

   By thepensionmaven, June 5, 2023
   • 24 replies
   • 1.1k views
   • 
   • Bird
   • June 19, 2023

2. Are you ready for your client to be compelled to provide an annuity payout?

   By Peter Gulia, September 7, 2021   

   • annuity
   • 24 replies
   • 2.5k views
   • 
   • RatherBeGolfing
   • September 11, 2021

3. QROPS Anyone

   By Appleby, May 23, 2007
   • 24 replies
   • 10.9k views
   • 
   • Guest
   • August 5, 2011

4. Common Law Marriage

   By Briandfox, January 14, 2015
   • 24 replies
   • 8.2k views
   • 
   • jpod
   • February 2, 2015

5. Year of service

   By Guest mparker2028, December 12, 2005
   • 24 replies
   • 5.6k views
   • 
   • Dougsbpc
   • November 1, 2007

6. IRS letter regarding partial termination

   By C. B. Zeller, August 10, 2021
   • 24 replies
   • 3.2k views
   • 
   • John Feldt ERPA CPC QPA
   • August 24, 2021

7. Per Stirpes

   By Guest Enda80, March 27, 2008
   • 23 replies
   • 6.5k views
   • 
   • GMK
   • April 1, 2008

8. Distribution of vested benefit, directly from employer checking accoun

   By Moe Howard, October 31, 2002
   • 23 replies
   • 3.4k views
   • 
   • KJohnson
   • July 5, 2005

9. Referral to pros/cons website or article of taking retirement 401k dist. as IRA rollover and annuitizing

   By Guest jusducki, August 18, 2004
   • 23 replies
   • 2.5k views
   • 
   • Guest
   • August 27, 2004

10. New IRS Revenue Procedure 2019-19

    By Belgarath, May 8, 2019
    • 23 replies
    • 1.7k views
    • 
    • Belgarath
    • May 14, 2019

11. ROBS Plans

    By Belgarath, March 10, 2017
    • 23 replies
    • 3.9k views
    • 
    • Peter Gulia
    • March 30, 2017

12. State escheat laws - pre-empted by ERISA?

    By My 2 cents, July 14, 2015
    • 23 replies
    • 6.2k views
    • 
    • My 2 cents
    • May 24, 2016

13. Compensation Questions

    By Archimage, October 13, 2004
    • 22 replies
    • 3.4k views
    • 
    • Archimage
    • October 29, 2004

14. APR Calculator Workbook

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

15. Calculation of contribution for sole proprietor

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

16. eligibility - protected benefit?

    By Santo Gold, December 3, 2004
    • 22 replies
    • 5.9k views
    • 
    • Mike Preston
    • May 22, 2020

17. Death of the MPPP?

    By Guest bdb, June 28, 2001
    • 22 replies
    • 5k views
    • 
    • Guest
    • August 6, 2002

18. Amendment extensions for CARES/SECURE

    By Belgarath, August 4, 2022
    • 22 replies
    • 1.6k views
    • 
    • Belgarath
    • September 27, 2022

19. Normal Retirement Age

    By katieinny, January 21, 2003
    • 22 replies
    • 3.8k views
    • 
    • katieinny
    • January 28, 2003

20. Errorneous deposit into a DB and 401k plans

    By Jakyasar, June 18, 2020
    • 22 replies
    • 1.8k views
    • 
    • Jakyasar
    • June 24, 2020

21. Severance Pay and Deferrals

    By Guest Tim Howard, May 16, 2000
    • 22 replies
    • 10.1k views
    • 
    • Guest
    • June 1, 2000

22. Retroactive Vesting

    By Dougsbpc, July 6, 2007
    • 22 replies
    • 4.9k views
    • 
    • Mike Preston
    • July 10, 2007

23. Controlled Group

    By mming, August 11, 2006
    • 22 replies
    • 4.3k views
    • 
    • Moe Howard
    • August 29, 2006

24. What do you do with a recalcitrant participant?

    By Peter Gulia, August 1, 2018   

    • distribution
    • 21 replies
    • 1.9k views
    • 
    • ESOP Guy
    • April 4, 2019

25. Long Lost Dead Participant - what to do next?

    By ldr, January 28, 2020   

    • death benefit
    • missing participant
    • 21 replies
    • 2.7k views
    • 
    • Kevin C
    • January 31, 2020

26. How many ways do you do 410(b) coverage testing before deciding to cor

    By John A, April 25, 2001
    • 21 replies
    • 6.2k views
    • 
    • Archimage
    • December 10, 2002

27. participant damages from overdistribution

    By Guest carolyny, January 26, 2002
    • 21 replies
    • 4.6k views
    • 
    • mbozek
    • April 17, 2003

28. Restructuring

    By Belgarath, July 10, 2015
    • 21 replies
    • 2.3k views
    • 
    • Belgarath
    • July 14, 2015

29. Plan Term Lost Partic no SSN

    By BG5150, February 8, 2021
    • 21 replies
    • 1.8k views
    • 
    • Kyle - Berwyn Group
    • February 16, 2021

30. Can Employer Pay Plan Fees for One Participant

    By Guest msxtrme, January 31, 2005
    • 20 replies
    • 3.3k views
    • 
    • alanm
    • February 22, 2005

31. Pooled Profit Sharing

    By Nic, May 22, 2019
    • 20 replies
    • 3.6k views
    • 
    • Gilmore
    • May 30, 2019

32. Amending a Standarized Document

    By Guest taj32z, August 5, 2003
    • 20 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 7, 2003

33. Family Attribution - counting service

    By jvajjm750, July 19, 2017
    • 20 replies
    • 1.4k views
    • 
    • david rigby
    • July 26, 2017

34. Is he an employee?

    By Santo Gold, October 27, 2021
    • 20 replies
    • 1.8k views
    • 
    • Bird
    • November 1, 2021

35. How often is the employer the retirement plan’s only fiduciary?

    By Peter Gulia, September 5, 2024
    • 20 replies
    • 1.9k views
    • 
    • QDROphile
    • September 10, 2024

36. Top Heavy Permissive Aggregation

    By Guest lforesz, April 9, 2003
    • 20 replies
    • 3.8k views
    • 
    • AndyH
    • April 17, 2003

37. Where are New 5500 Forms?

    By Chester, December 21, 1999
    • 20 replies
    • 2.7k views
    • 
    • Dave Baker
    • February 8, 2000

38. Catch-up contributions

    By Guest slt, November 7, 2001
    • 20 replies
    • 3.8k views
    • 
    • BeckyMiller
    • January 7, 2002

39. Legislative Language on Final Stimulus Package

    By rocknrolls2, March 25, 2020
    • 20 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 27, 2020

40. QNECs used in top heavy determination

    By Trekker, January 8, 2009
    • 20 replies
    • 3.7k views
    • 
    • Bird
    • January 13, 2009

41. Death of participant

    By Cynchbeast, March 8, 2018
    • 20 replies
    • 2.9k views
    • 
    • Peter Gulia
    • March 14, 2018

42. Target Benefit Plan - 415(c) issue plus possibly incorrect contribution calculation

    By Jakyasar, June 15, 2022
    • 20 replies
    • 1.2k views
    • 
    • Bird
    • July 5, 2022

43. Employee Theft

    By pmacduff, October 31, 2007
    • 20 replies
    • 9.5k views
    • 
    • Guest
    • December 28, 2007

44. LTPT rules under Secure 2.0

    By BG5150, January 5, 2023
    • 20 replies
    • 2.6k views
    • 
    • Gadgetfreak
    • January 30, 2023

45. Union Arrangement?

    By WDIK, February 16, 2005
    • 20 replies
    • 3.5k views
    • 
    • Bird
    • February 18, 2005

46. One shareholder has a right of first refusal before other shareholder

    By Guest Kim C, July 7, 2000
    • 19 replies
    • 7.6k views
    • 
    • Guest
    • August 2, 2000

47. IRS Announces Pension Plan Limitations for 2009

    By J Simmons, October 3, 2008
    • 19 replies
    • 3.7k views
    • 
    • jevd
    • October 17, 2008

48. Disability pay on the W-2

    By Belgarath, March 14, 2005
    • 19 replies
    • 6.7k views
    • 
    • TPApril
    • February 7, 2020

49. Audit Questions

    By WDIK, August 25, 2003
    • 19 replies
    • 2.4k views
    • 
    • WDIK
    • March 12, 2004

50. Is SECURE 2022 law?

    By Peter Gulia, February 28, 2024
    • 19 replies
    • 6.9k views
    • 
    • Peter Gulia
    • August 23