Retirement Plans in General

5,751 topics in this forum

1. tax exempt employer - 15% deduction limit?

   By Guest boetgerinc, October 4, 1998
   • 4 replies
   • 2.3k views
   • 
   • richard
   • October 27, 1998

2. Unreported rollover

   By Cynchbeast, May 10, 2013
   • 16 replies
   • 2.3k views
   • 
   • Bill Presson
   • May 15, 2013

3. Legislation - Popular Names

   By Guest JD Colville, March 26, 1999
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • March 26, 1999

4. LOST PARTICIPANTS

   By Guest elizabeth, January 11, 1999
   • 5 replies
   • 2.3k views
   • 
   • flosfur
   • November 14, 2000

5. Cancel print jobs

   By Cathy from Chicago, February 22, 2000
   • 1 reply
   • 2.3k views
   • 
   • Guest
   • February 22, 2000

6. Earnings on forfeiture account?

   By Guest DazedAndConfused, January 26, 2007
   • 1 reply
   • 2.3k views
   • 
   • Blinky the 3-eyed Fish
   • January 31, 2007

7. Vesting related

   By Jakyasar, August 19
   • 7 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • August 20

8. How do you correct filing duplicate 1099-Rs?

   By John A, March 31, 2000
   • 2 replies
   • 2.3k views
   • 
   • John A
   • April 11, 2000

9. Valuation for a balance forward plan

   By Guest EPS2, April 17, 2008
   • 5 replies
   • 2.3k views
   • 
   • PLAN MAN
   • April 18, 2008

10. Affiliated Service Group (B-org with multiple FSOs)

    By Guest TomB432, June 14, 2012
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2012

11. Establishing a new profit sharing plan (no CODA)....

    By Lori H, December 21, 2010
    • 16 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 29, 2010

12. Attribution from a Trust to its beneficiaries

    By 401_noob, July 27, 2017   

    • attribution
    • trusts
    • 3 replies
    • 2.3k views
    • 
    • 401_noob
    • July 28, 2017

13. Section 415(c) limits

    By Belgarath, June 11, 2007
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • June 12, 2007

14. What affect does a union plan have on a plan of the employer in which

    By John A, March 15, 2001
    • 8 replies
    • 2.3k views
    • 
    • KJohnson
    • March 29, 2001

15. Normal Retirement Age Accelerated Vesting; Anniversary Contrasted to Years of Service as the Impetus

    By Kent Allard, February 19   

    • vesting
    • normal retirement age
    • (and 3 more)

      Tagged with:

      • vesting
      • normal retirement age
      • anniversary
      • years of service
      • years of vesting service
    • 9 replies
    • 2.3k views
    • 
    • Kent Allard
    • February 26

16. What's the best way to remove the "discretionary profit sharing" accounts from a 401k Plan?

    By Lynn Campbell, January 20, 2004
    • 12 replies
    • 2.3k views
    • 
    • Lynn Campbell
    • February 3, 2004

17. Compensation for Owner of PC

    By thepensionmaven, March 10
    • 5 replies
    • 2.3k views
    • 
    • Bri
    • March 11

18. Can plan pay for fidelity bond?

    By Guest Doug Johnston, August 22, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 24, 2001

19. Predecessor Employer

    By Guest kjungkin, October 1, 1998
    • 1 reply
    • 2.3k views
    • 
    • david shipp
    • October 1, 1998

20. Can you exclude H-2A employees as a class?

    By Belgarath, November 11, 2020
    • 5 replies
    • 2.3k views
    • 
    • Artie M
    • November 12, 2020

21. Discretionary Non-elective Contribution

    By Guest sritts, April 27, 2009
    • 1 reply
    • 2.3k views
    • 
    • BG5150
    • April 27, 2009

22. Plan Administrator EIN

    By Marty, November 21, 2023
    • 7 replies
    • 2.3k views
    • 
    • Gilmore
    • November 22, 2023

23. Employer requiring employee to reimburse Safe Harbor payment

    By Curious Employee, May 6, 2020   

    • safe harbor
    • employee benefit
    • 15 replies
    • 2.3k views
    • 
    • Curious Employee
    • May 8, 2020

24. Employer doesn't make required contributions

    By Guest Sieve, July 11, 2008
    • 9 replies
    • 2.3k views
    • 
    • Don Levit
    • July 14, 2008

25. HCE deferred in excess of 402g limit - does it affect ABPT testing?

    By Jakyasar, January 23
    • 1 reply
    • 2.3k views
    • 
    • Paul I
    • January 23

26. Retirement Bonus -- Is It Vested?

    By Guest Richard Bellamy, September 16, 2009
    • 7 replies
    • 2.3k views
    • 
    • david rigby
    • September 18, 2009

27. rule of parity

    By david shipp, November 5, 1998
    • 0 replies
    • 2.3k views
    • 
    • david shipp
    • November 5, 1998

28. Multiple Profit Sharing Plans for a Single Person: Problems?

    By Guest reg_h2b, December 4, 2001
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • December 6, 2001

29. Late profit sharing contributions

    By Guest terric, October 8, 2004
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 22, 2004

30. 410(b)-6(C) transition period - does it apply?

    By Belgarath, March 21, 2014
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • March 21, 2014

31. Eligibility for rehired participant

    By Chippy, March 9, 2016
    • 3 replies
    • 2.3k views
    • 
    • Lou S.
    • March 9, 2016

32. Controlled group

    By Guest Sieve, December 7, 2009
    • 9 replies
    • 2.3k views
    • 
    • rcline46
    • December 9, 2009

33. Are forfeitures counted for top heavy testing?

    By Guest TGM, February 10, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 10, 1999

34. New Sole-prop SEP IRA after terminated Solo 401k from S-corp?

    By Derek K, October 9, 2019   

    • two plans
    • sep ira
    • (and 1 more)

      Tagged with:

      • two plans
      • sep ira
      • solo 401k
    • 2 replies
    • 2.3k views
    • 
    • Derek K
    • October 10, 2019

35. Benefit Valuation

    By Guest papillon, April 8, 2008
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • April 9, 2008

36. When determining who is an excludable employee under 410(b), which com

    By John A, May 9, 2001
    • 3 replies
    • 2.3k views
    • 
    • John A
    • May 10, 2001

37. Changing the definition of compensation

    By katieinny, July 23, 2008
    • 6 replies
    • 2.3k views
    • 
    • Peanut Butter Man
    • July 25, 2008

38. Post tax rollover monies

    By Guest Penny40, July 3, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • September 18, 2002

39. Compensation from K-1 or Sched C and IRC 179

    By AlbanyConsultant, March 24, 2006
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • April 10, 2006

40. Coverage Testing for Frozen DC Plan

    By chris, July 9, 2003
    • 2 replies
    • 2.3k views
    • 
    • chris
    • July 9, 2003

41. Eligibility question: 1000 hours but less than 12 months

    By Santo Gold, July 2, 2020
    • 5 replies
    • 2.3k views
    • 
    • Bill Presson
    • July 8, 2020

42. Massachusetts new tax on employer contributions??

    By WCC, July 26, 2024
    • 3 replies
    • 2.3k views
    • 
    • WCC
    • July 26, 2024

43. Do I really have to formally terminate Solo-K?

    By BG5150, July 28, 2020
    • 14 replies
    • 2.3k views
    • 
    • Kevin C
    • August 6, 2020

44. Think Tank Says Proposed Pension Changes Would 'Overwhelmingly' Benefi

    By Dave Baker, July 13, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • July 19, 2000

45. Excess contribution to Money Purchase

    By Guest deathbycashcall, August 7, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • August 14, 2002

46. Pension Box - 1978 W2

    By Guest Corey, October 8, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 8, 1998

47. Late Profit Sharing Contributions

    By Guest lerieleech, November 4, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2006

48. Force-out question

    By BG5150, November 12, 2020
    • 8 replies
    • 2.3k views
    • 
    • MWeddell
    • November 12, 2020

49. Some Participants Didn't Get Allocation of Profit Sharing Contribution

    By Madison71, October 6, 2017
    • 4 replies
    • 2.3k views
    • 
    • Luke Bailey
    • October 9, 2017

50. Missed blackout notice

    By Santo Gold, November 25, 2024
    • 4 replies
    • 2.3k views
    • 
    • Santo Gold
    • November 26, 2024