Retirement Plans in General

5,781 topics in this forum

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

   By 401kSteve, February 16, 2023
   • 7 replies
   • 2.3k views
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   • Nate S
   • February 28, 2023

2. unused vacation pay

   By cpc0506, October 19, 2015   

   • vacation pay versus severance
   • 7 replies
   • 2.6k views
   • 
   • Calavera
   • October 20, 2015

3. family attribution example

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

4. Bill participant to answer questions?

   By Guest Dave Peckham, March 16, 2010
   • 7 replies
   • 1.2k views
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   • Guest
   • March 17, 2010

5. Rollovers

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

6. Payment of plan expenses

   By ErisaGooroo, January 12, 2018
   • 7 replies
   • 1.8k views
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   • ErisaGooroo
   • January 19, 2018

7. Question on VFCP eligibility

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

8. Federal EIN for sole prop

   By rcline46, December 20, 2006
   • 7 replies
   • 1.7k views
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   • Belgarath
   • December 21, 2006

9. RMD calculation for DC plan that is terminating

   By Jakyasar, August 15, 2022
   • 7 replies
   • 930 views
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   • Jakyasar
   • August 15, 2022

10. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80, June 3, 2008
    • 7 replies
    • 1.7k views
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    • JanetM
    • June 4, 2008

11. eligibility and leased employees

    By Santo Gold, December 9, 2004
    • 7 replies
    • 2.4k views
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    • GBurns
    • December 21, 2004

12. Administrative Software

    By Guest Joost Revis, February 26, 2002
    • 7 replies
    • 2.8k views
    • 
    • maverick
    • December 17, 2002

13. Board Resolution - Amendment Authority

    By waid10, March 28, 2005
    • 7 replies
    • 6.7k views
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    • mbozek
    • March 30, 2005

14. Bank CD rates in qualified plans

    By Guest TrustMe401k, May 30, 2002
    • 7 replies
    • 2.1k views
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    • Guest
    • June 4, 2002

15. CA tax on gains

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

16. Can sole prop delay contrib until 10/15?

    By Guest rickw, August 15, 2003
    • 7 replies
    • 1.3k views
    • 
    • mwyatt
    • August 16, 2003

17. Schedule C profit sharing contribution

    By Guest chris4013, July 30, 2004
    • 7 replies
    • 5.6k views
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    • Archimage
    • August 3, 2004

18. Affiliated Service Groups

    By Guest Kevin1, July 3, 2009
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 6, 2009

19. Who should be the beneficiary of a life insurance policy in a profit sharing plan

    By katieinny, August 16, 2012
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 28, 2012

20. Vested Acct Bal after partial withdrawal?

    By BG5150, December 11, 2019
    • 7 replies
    • 1.5k views
    • 
    • BG5150
    • December 13, 2019

21. Post-severance compensation

    By Belgarath, January 29, 2024
    • 7 replies
    • 4.8k views
    • 
    • DDahl
    • July 16, 2025

22. Plan Administrator EIN

    By Marty, November 21, 2023
    • 7 replies
    • 2.5k views
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    • Gilmore
    • November 22, 2023

23. Forfeiture accounts in MEPs

    By BG5150, October 27, 2022
    • 7 replies
    • 1.1k views
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    • rocknrolls2
    • October 28, 2022

24. 412(e)(3) Plan 5500 filing

    By Jakyasar, September 25, 2024
    • 7 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 27, 2024

25. Is this an ASG?

    By Jakyasar, February 3, 2025
    • 7 replies
    • 4.7k views
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    • SSRRS
    • April 17, 2025

26. "Bad Boy" clause authority - where is it?

    By kboyce, December 4, 2000
    • 7 replies
    • 3.7k views
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    • Guest
    • December 14, 2000

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

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

28. Timing of deduction

    By ombskid, April 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • masteff
    • April 9, 2008

29. Canadian employee on maternity leave

    By ESOP Guy, November 12, 2012
    • 7 replies
    • 963 views
    • 
    • QDROphile
    • November 14, 2012

30. 1.5 years eligibility requirement

    By ombskid, February 15, 2007
    • 7 replies
    • 1.8k views
    • 
    • Jim Chad
    • February 16, 2007

31. Otherwise excluable employees

    By jpod, June 19, 2014
    • 7 replies
    • 1.2k views
    • 
    • MWeddell
    • June 23, 2014

32. Electronic Signatures

    By Gilmore, December 16, 2015
    • 7 replies
    • 1.3k views
    • 
    • jpod
    • December 18, 2015

33. Prototypes

    By rlb64, August 8, 2006
    • 7 replies
    • 1.9k views
    • 
    • Jim Norman
    • August 14, 2006

34. Form 5500 Counts - participants w/o balances don't count towards large filer and audit status

    By justanotheradmin, February 23, 2023
    • 7 replies
    • 2.2k views
    • 
    • Paul I
    • March 29, 2023

35. Audit Requirements?

    By chris, July 12, 2005
    • 7 replies
    • 1.5k views
    • 
    • jquazza
    • July 15, 2005

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

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

37. Does the plan need to provide a coronavirus-related distribution?

    By Peter Gulia, May 5, 2020   

    • cares act
    • 7 replies
    • 1.5k views
    • 
    • Larry Starr
    • May 8, 2020

38. Affiliated service group or controlled group or both

    By Guest 3rdGEN, March 24, 2011
    • 7 replies
    • 2.8k views
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    • PensionPro
    • March 28, 2011

39. Can income from royalties be used to fund a qualified plan?

    By Guest arlene, October 7, 2004
    • 7 replies
    • 2.1k views
    • 
    • Lori Friedman
    • October 7, 2004

40. IRS extended sole-prop filing deadline to May 17th

    By Jakyasar, March 26, 2021
    • 7 replies
    • 1.3k views
    • 
    • SSRRS
    • April 9, 2021

41. after-tax employee contributions - timing

    By Santo Gold, November 28, 2023
    • 7 replies
    • 1.8k views
    • 
    • Bill Presson
    • January 26, 2024

42. Would it be a significant advantage for the key employee/owner of a sm

    By Guest EBC, June 30, 2000
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • August 11, 2000

43. Compensation while an excluded employee count?

    By BG5150, May 10, 2019
    • 7 replies
    • 1.6k views
    • 
    • CJ Allen
    • May 15, 2019

44. SECURE ACT attached to 2020 appropriations bill

    By RatherBeGolfing, December 16, 2019
    • 7 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • December 20, 2019

45. Responsibility for maintaining plan document after client leaves??

    By maverick, December 21, 2001
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • December 27, 2001

46. corporate year different than plan year

    By gregburst, October 4, 2016   

    • how much is deductible?
    • 7 replies
    • 2.3k views
    • 
    • My 2 cents
    • October 7, 2016

47. real prohibited transaction issue for retirement plans

    By Guest ERISAKing, October 22, 2002
    • 7 replies
    • 1.8k views
    • 
    • KJohnson
    • October 22, 2002

48. Non-rollover IRA money rolled into qualified plan; treated like a deem

    By katieinny, January 27, 2003
    • 7 replies
    • 1.4k views
    • 
    • katieinny
    • January 28, 2003

49. Too much contribution made in 2013 to 1 participant PS Plan

    By RayJJohnsonJr, August 5, 2016
    • 7 replies
    • 755 views
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    • Belgarath
    • August 19, 2016

50. When calculating the 15% contribution limit, can forfeitures first be

    By DP, June 22, 2000
    • 7 replies
    • 2.3k views
    • 
    • Bill Berke
    • August 10, 2000