Retirement Plans in General

5,751 topics in this forum

1. Internal Rate of Return

   By Guest TrustMe401k, August 21, 2000
   • 1 reply
   • 2.3k views
   • 
   • Cathy from Chicago
   • August 24, 2000

2. 5500 NEVER FILED UNTIL NOW

   By Dawn Hafner, October 2, 1998
   • 5 replies
   • 2.3k views
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   • Ervin Barham
   • October 8, 1998

3. Unrelated Business Income Tax

   By bdeancpa, October 11, 2005
   • 6 replies
   • 2.3k views
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   • JAY21
   • October 12, 2005

4. Three Texas Counties Have Already Privatized Social Security

   By joel, December 17, 1998
   • 0 replies
   • 2.3k views
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   • joel
   • December 17, 1998

5. Foreign Company Wants to Establish QRP

   By Guest WantsToLearn, October 27, 2006
   • 5 replies
   • 2.3k views
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   • Flyboyjohn
   • October 17, 2014

6. Is my step-mother an HCE?

   By Jakyasar, January 13
   • 5 replies
   • 2.3k views
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   • Jakyasar
   • January 14

7. 2% S Corporation Shareholder

   By Guest Buzzman, July 29, 2009
   • 0 replies
   • 2.2k views
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   • Guest
   • July 29, 2009

8. Duty of Care in Responding to Request for Forms?

   By Guest newtobenefits, October 7, 2008
   • 13 replies
   • 2.2k views
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   • GBurns
   • October 9, 2008

9. Administration Forms

   By Guest darkhorse11, March 16, 2006
   • 0 replies
   • 2.2k views
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   • Guest
   • March 16, 2006

10. And now for something completely different!

    By SMB, December 27, 2004
    • 17 replies
    • 2.2k views
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    • GBurns
    • December 29, 2004

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

    By DP, June 22, 2000
    • 7 replies
    • 2.2k views
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    • Bill Berke
    • August 10, 2000

12. Old Federal Register Pages

    By MGB, June 19, 2004
    • 1 reply
    • 2.2k views
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    • Guest
    • June 22, 2004

13. 401(a)26

    By thepensionmaven, December 9, 2014
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 10, 2014

14. RMD in Profit Sharing Plan

    By rfahey, January 9, 2013
    • 1 reply
    • 2.2k views
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    • ETA Consulting LLC
    • January 10, 2013

15. Court mandated Defined Benefit to Defined Contribution Conversion

    By jlf, October 15, 1999
    • 1 reply
    • 2.2k views
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    • jlf
    • October 21, 1999

16. Form 5330

    By benpat3, October 23, 2008
    • 5 replies
    • 2.2k views
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    • Guest
    • October 27, 2008

17. Can a DB Plan Accept a rollover?

    By LCARUSI, November 11, 1998
    • 3 replies
    • 2.2k views
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    • JWK
    • November 9, 2001

18. required contribution & bankrupt plan sponsor

    By eilano, June 10, 2002
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • June 11, 2002

19. Leased Employee? Affiliated Service Group? Unrelated?

    By Phillip, September 19, 2019
    • 11 replies
    • 2.2k views
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    • C. B. Zeller
    • September 25, 2019

20. Controlled Groups issues

    By Guest DazedAndConfused, June 26, 2007
    • 14 replies
    • 2.2k views
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    • Jim Chad
    • June 28, 2007

21. Annual Vesting Statement

    By Guest DTromb, February 28, 2007
    • 3 replies
    • 2.2k views
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    • Everett Moreland
    • March 4, 2007

22. Is it necessary to apply for a determination letter?

    By katieinny, November 20, 2002
    • 8 replies
    • 2.2k views
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    • Belgarath
    • November 21, 2002

23. 401(h) Feature in Money Purchase Plan

    By VBSalas, March 9, 2015   

    • 401(h)
    • mpp
    • 4 replies
    • 2.2k views
    • 
    • VBSalas
    • March 10, 2015

24. Reporting excess deferrals with a loss in year of contribution

    By KaJay, December 17, 2018
    • 4 replies
    • 2.2k views
    • 
    • KaJay
    • December 19, 2018

25. Chapter 13 Bankruptcy Offices - What Type of Entity?

    By Guest YATPA, October 30, 2003
    • 3 replies
    • 2.2k views
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    • Ron Snyder
    • November 11, 2003

26. Breaks in service and 5 year vesting.

    By Guest Joseph OConnor, July 19, 2000
    • 1 reply
    • 2.2k views
    • 
    • david rigby
    • July 20, 2000

27. Tax Withholding on a minimum required distribution

    By Guest terric, December 1, 2005
    • 1 reply
    • 2.2k views
    • 
    • R. Butler
    • December 5, 2005

28. In-service Distributions/Distributable Event in PS Plans

    By Guest jvgatty, June 25, 2010
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • June 28, 2010

29. Instituting Employee Contribution to plans

    By Guest Benefits Newbie, May 29, 2008
    • 6 replies
    • 2.2k views
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    • GMK
    • June 3, 2008

30. Service with predecessor who had no prior plan

    By Trekker, December 4, 2012
    • 5 replies
    • 2.2k views
    • 
    • Trekker
    • December 5, 2012

31. LLC Compensation

    By SMB, March 29, 2001
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • February 7, 2003

32. EXPRO?

    By Guest CABatty, September 27, 2007
    • 1 reply
    • 2.2k views
    • 
    • Peter Gulia
    • September 27, 2007

33. vested account balance after in-service withdrawal

    By Belgarath, October 20, 2008
    • 5 replies
    • 2.2k views
    • 
    • Belgarath
    • October 27, 2008

34. Election to Cease Participation

    By BTG, June 27, 2014
    • 6 replies
    • 2.2k views
    • 
    • BTG
    • July 1, 2014

35. "Excess Earnings" of DB Plans.

    By joel, December 10, 1998
    • 0 replies
    • 2.2k views
    • 
    • joel
    • December 10, 1998

36. Failed ADP test

    By Cynchbeast, October 23, 2017
    • 11 replies
    • 2.2k views
    • 
    • Tom Poje
    • October 26, 2017

37. Freezing a Money Purchase Plan

    By Guest taj32z, December 4, 2002
    • 3 replies
    • 2.2k views
    • 
    • actuarysmith
    • December 6, 2002

38. trustee paid from the plan?

    By Santo Gold, June 14, 2007
    • 11 replies
    • 2.2k views
    • 
    • four01kman
    • June 15, 2007

39. Underage Employees

    By Dougsbpc, March 16, 2006
    • 4 replies
    • 2.2k views
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    • Dougsbpc
    • March 17, 2006

40. 2003 415 Limits

    By DP, August 27, 2003
    • 12 replies
    • 2.2k views
    • 
    • DP
    • August 28, 2003

41. Plan Termination and SECURE 2.0 Amendments

    By Belgarath, February 13, 2023
    • 13 replies
    • 2.2k views
    • 
    • Peter Gulia
    • February 14, 2023

42. HCE

    By dmb, March 29, 2006
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • March 30, 2006

43. Affiliated Service Group in Physician/Hospital Joint Venture

    By Guest aciepluch, September 15, 2004
    • 1 reply
    • 2.2k views
    • 
    • KJohnson
    • September 15, 2004

44. In-Service Transfers

    By Guest BruceC, October 12, 2008
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • October 14, 2008

45. Employer withdrawal of profit sharing contribuiton?

    By Anonymoose, March 28, 2011
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 21, 2012

46. Need Sample of Written Policy for Interim Valuations

    By Susan S., August 28, 2012
    • 4 replies
    • 2.2k views
    • 
    • ESOP Guy
    • August 29, 2012

47. Exclusion of Davis Bacon Employees

    By Guest rshrake, October 6, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 13, 1998

48. Partnerships are evil

    By mphs77, August 12, 2008
    • 14 replies
    • 2.2k views
    • 
    • masteff
    • August 14, 2008

49. Beneficiary for Participant w/ New Spouse

    By DP, July 18, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • July 19, 2002

50. Leased Employees 1,500 Hours?

    By KateSmithPA, August 15, 2001
    • 0 replies
    • 2.2k views
    • 
    • KateSmithPA
    • August 15, 2001