Retirement Plans in General

5,751 topics in this forum

1. Amending a plan to forfeit immediately instead of holding forfeited ba

   By AndyT, August 25, 2000
   • 7 replies
   • 2.2k views
   • 
   • AndyT
   • November 27, 2001

2. Can a trust be a plan sponsor?

   By Guest LMalone, September 6, 2005
   • 7 replies
   • 3.1k views
   • 
   • E as in ERISA
   • September 8, 2005

3. K-1 Income and contribution calculations

   By ldr, October 28, 2019   

   • llc
   • partnership
   • (and 2 more)

     Tagged with:

     • llc
     • partnership
     • income
     • contributions
   • 7 replies
   • 1.8k views
   • 
   • ldr
   • October 29, 2019

4. 60 days from Business account?

   By SSRRS, March 3, 2023
   • 7 replies
   • 931 views
   • 
   • Lou S.
   • March 7, 2023

5. Could a collective trust fund of a bank hold individual group annuity contracts?

   By Guest vantagepension, September 30, 2003
   • 7 replies
   • 14.2k views
   • 
   • alanm
   • September 1, 2004

6. Roth 401(k)'s -- an FYI

   By dh003i, November 22, 2004
   • 7 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • November 23, 2004

7. controlled group

   By Tom Poje, January 11, 2008
   • 7 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • January 22, 2008

8. Who is liable?

   By Belgarath, July 9, 2009
   • 7 replies
   • 4.7k views
   • 
   • Peter Gulia
   • July 18, 2009

9. Affiliated Service Group; key and HCE employee determination

   By Santo Gold, March 29, 2024
   • 7 replies
   • 988 views
   • 
   • Santo Gold
   • April 4, 2024

10. Effect of 401(k) Deferrals on 404 15% Limit

    By chris, June 7, 1999
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • June 18, 1999

11. If a search for a missing participant finds a new address, what do you do with it?

    By Peter Gulia, April 16
    • 7 replies
    • 4.3k views
    • 
    • blguest
    • May 4

12. Tax Deduction Issue for PS Plans

    By Guest DNH, July 10, 2008
    • 7 replies
    • 6.4k views
    • 
    • BeckyMiller
    • July 19, 2008

13. Owner compensation in short plan year

    By BG5150, October 28, 2020
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 6, 2020

14. Counting service with a predecessor ER--what entry date

    By BG5150, March 22, 2019
    • 7 replies
    • 4.7k views
    • 
    • Kevin C
    • March 26, 2019

15. What distribution fee should a plan charge for an early-out withdrawal?

    By Peter Gulia, January 7, 2023
    • 7 replies
    • 1.6k views
    • 
    • Paul I
    • February 10, 2023

16. Prohibited Transaction Question

    By Kudos26, November 30, 2017
    • 7 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 4, 2017

17. Name of Plan in which of two PAs

    By thepensionmaven, June 23, 2022
    • 7 replies
    • 803 views
    • 
    • thepensionmaven
    • July 2, 2022

18. Eligibility requirements for a new plan

    By Santo Gold, June 8, 2007
    • 7 replies
    • 1.6k views
    • 
    • Santo Gold
    • June 9, 2007

19. Plan Year vs. Fiscal Year

    By MjInvestments, August 10, 2016
    • 7 replies
    • 5.7k views
    • 
    • Bill Presson
    • August 12, 2016

20. Corporate transactions

    By Belgarath, May 8, 2018
    • 7 replies
    • 1.5k views
    • 
    • QDROphile
    • May 8, 2018

21. another RMD question

    By thepensionmaven, December 9, 2016
    • 7 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 14, 2016

22. profit sharing contribution timing

    By Guest tajcc, July 14, 2006
    • 7 replies
    • 7.7k views
    • 
    • Guest
    • August 12, 2006

23. deduction limits

    By K2retire, February 22, 2016
    • 7 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 23, 2016

24. Beneficiary

    By Soundbc1, May 11, 2017
    • 6 replies
    • 1.2k views
    • 
    • Soundbc1
    • May 12, 2017

25. Is this a multiple employer plan?

    By Kirk Maldonado, October 3, 2001
    • 6 replies
    • 2k views
    • 
    • GBurns
    • October 8, 2001

26. Should a retirement plan volunteer information to EBSA’s lost-and-found database?

    By Peter Gulia, December 5, 2024
    • 6 replies
    • 2.7k views
    • 
    • Peter Gulia
    • December 10, 2024

27. Broker statements - calc gain/loss

    By Chippy, July 1, 2014
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • July 2, 2014

28. Pension Distribution Issued after Death

    By Guest mabrick, February 6, 2012
    • 6 replies
    • 4.6k views
    • 
    • Guest
    • February 6, 2012

29. Prohibited Transaction?

    By Belgarath, May 12, 2017
    • 6 replies
    • 853 views
    • 
    • jpod
    • May 15, 2017

30. Sole Proprietor's Spouse

    By bzorc, October 3, 2005
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • October 4, 2005

31. Foreign Company Sponsors 401(k)

    By Purplemandinga, April 8, 2021
    • 6 replies
    • 2k views
    • 
    • Purplemandinga
    • April 15, 2021

32. Eligible Employees Opt-Out

    By Jilliandiz, August 1, 2003
    • 6 replies
    • 6.2k views
    • 
    • MGB
    • August 4, 2003

33. Leased employees

    By Bird, December 1, 2009
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • December 9, 2009

34. Amending allocation groups

    By JPIngold, November 4, 2015
    • 6 replies
    • 1k views
    • 
    • Tom Poje
    • November 6, 2015

35. Cb/DC combo gateway or not for otherwise excludable employees

    By Jakyasar, August 11, 2023
    • 6 replies
    • 749 views
    • 
    • Jakyasar
    • August 14, 2023

36. Question: Trustee, naming of

    By BG5150, May 15, 2014
    • 6 replies
    • 1.5k views
    • 
    • MoJo
    • May 19, 2014

37. Can you help me prepare for a speech?

    By Dave Baker, July 2, 2014
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 10, 2014

38. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.5k views
    • 
    • shERPA
    • June 14, 2016

39. Insurance Policy in Profit Sharing Plan

    By Guest boetgerinc, September 15, 1998
    • 6 replies
    • 6.5k views
    • 
    • Guest
    • September 24, 1998

40. Davis Bacon plans annualization

    By Just Tri, May 15, 2020
    • 6 replies
    • 1.6k views
    • 
    • Just Tri
    • May 15, 2020

41. Individually Designed Plan Restatement Requirement?

    By kmhaab, April 9, 2021
    • 6 replies
    • 2.5k views
    • 
    • Luke Bailey
    • April 13, 2021

42. Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath, February 13, 2024
    • 6 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • February 14, 2024

43. Voluntary Early Retirement Incentive

    By Guest tonjer, January 29, 2003
    • 6 replies
    • 2.5k views
    • 
    • mbozek
    • January 31, 2003

44. Receivable Employer Contributions

    By msmith, October 17, 2018
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • October 22, 2018

45. Plan retro effective to '21 for PS--5500?

    By BG5150, November 15, 2022
    • 6 replies
    • 1.1k views
    • 
    • truphao
    • November 15, 2022

46. One Time Irrevocable Elections

    By Guest Edward McElroy, April 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • AndyH
    • April 30, 2002

47. Member leaves CG--(partial) plan term?

    By BG5150, April 14, 2022
    • 6 replies
    • 988 views
    • 
    • BG5150
    • April 18, 2022

48. Can someone explain why a plan might be nontrusteed?

    By Guest jhilliard, October 28, 2003
    • 6 replies
    • 1.3k views
    • 
    • E as in ERISA
    • October 28, 2003

49. Multiple Employer Plan

    By Randy Watson, September 8, 2009
    • 6 replies
    • 2k views
    • 
    • J Simmons
    • September 9, 2009

50. ANNUAL loan payment? Correction?

    By K-t-F, January 31, 2005
    • 6 replies
    • 1.3k views
    • 
    • FundeK
    • January 31, 2005