Retirement Plans in General

5,751 topics in this forum

1. Chicken vs. Egg and 415 Limits

   By Towanda, May 1, 2020
   • 11 replies
   • 1.3k views
   • 
   • Belgarath
   • May 4, 2020

2. Choice of whether or not to self direct.

   By R. Butler, December 11, 2001
   • 1 reply
   • 1.4k views
   • 
   • QDROphile
   • December 11, 2001

3. choosing which assets to distribute to HCE

   By M Norton, November 8, 2019
   • 7 replies
   • 1.5k views
   • 
   • Bird
   • November 11, 2019

4. CIT & Excessive fees

   By mctoe, November 25, 2019
   • 14 replies
   • 1.5k views
   • 
   • Bird
   • December 3, 2019

5. Citation needed

   By thepensionmaven, December 26, 2014
   • 5 replies
   • 1.1k views
   • 
   • Gadgetfreak
   • December 29, 2014

6. Claim Denied by Trustee?

   By Guest jfreeborn, January 31, 2010
   • 2 replies
   • 2.1k views
   • 
   • GMK
   • February 1, 2010

7. Claim Time Limit

   By Guest Gumby, November 15, 2010
   • 0 replies
   • 798 views
   • 
   • Guest
   • November 15, 2010

8. Claiming Small Plan Audit Waiver on From 5500 & Preparing SAR / AFN

   By AdKu, May 26, 2017   

   • claiming small plan audit waiver on from 5500 & preparing sar / afn
   • 3 replies
   • 1.2k views
   • 
   • BG5150
   • May 30, 2017

9. Claiming tax credit for new plans

   By Santo Gold, April 1, 2005
   • 1 reply
   • 1.2k views
   • 
   • Lori Friedman
   • April 1, 2005

10. Clarification on Definition of W-2 Compensation

    By Guest TPA4ADAY, May 17, 2006
    • 0 replies
    • 4.8k views
    • 
    • Guest
    • May 17, 2006

11. Class Action Settlement

    By Guest NPS Darren, April 29, 2008
    • 3 replies
    • 1.8k views
    • 
    • PLAN MAN
    • April 30, 2008

12. Class-based Alloc vs. Cross Testing

    By AlbanyConsultant, September 18, 2012
    • 2 replies
    • 981 views
    • 
    • ESOP Guy
    • September 18, 2012

13. Client desires to retroactively amend plan to lower the service requirement for plan entry; plan year ended 6 months ago

    By Guest wlank, December 3, 2003
    • 12 replies
    • 1.9k views
    • 
    • Guest
    • December 7, 2003

14. Client Does Not Want to Make Safe Harbor Contribution

    By KateSmithPA, August 19, 2010
    • 1 reply
    • 867 views
    • 
    • EBDI
    • August 20, 2010

15. Client Does Not Want to Submit Plan for New Det. Letter

    By mal, January 25, 2014   

    • Need Arguments to Persuade
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 27, 2014

16. Client missed corp tax filing deadline -- Oops!

    By richard, March 31, 1999
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • May 21, 1999

17. Client overstepped their bounds

    By Basically, August 2, 2023
    • 11 replies
    • 889 views
    • 
    • Basically
    • August 4, 2023

18. Closed MEP - Top Paid Group Election question

    By justanotheradmin, October 28, 2019
    • 0 replies
    • 462 views
    • 
    • justanotheradmin
    • October 28, 2019

19. Closing 1 corp, starting new one - same ret plan?

    By TPApril, September 29, 2022
    • 4 replies
    • 952 views
    • 
    • Bill Presson
    • September 30, 2022

20. Closing 401k plan for bankrupt company

    By Guest erkwol, May 9, 2007
    • 10 replies
    • 6.9k views
    • 
    • J Simmons
    • May 11, 2007

21. Closing agreement, when must you pursue this as opposed

    By Guest Enda80, July 5, 2008
    • 1 reply
    • 902 views
    • 
    • Blinky the 3-eyed Fish
    • July 7, 2008

22. Code 410(a)

    By Julie, January 23, 2019
    • 2 replies
    • 617 views
    • 
    • Luke Bailey
    • January 23, 2019

23. Code Section 401(a)(26) and One Paticipant DB Plan Maintained by One of Five Shareholders in a Medical Practice

    By Guest Edward McElroy, September 15, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 16, 2005

24. Code Section 414(s) Compensation Definitions

    By Guest Edward McElroy, March 2, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 1999

25. COLA 2020

    By pgold, November 4, 2019
    • 4 replies
    • 1.1k views
    • 
    • Dave Baker
    • November 6, 2019

26. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 8 replies
    • 1.9k views
    • 
    • GMK
    • May 21, 2008

27. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 847 views
    • 
    • J Simmons
    • October 20, 2008

28. Collectibles as investments

    By jkharvey, July 11, 2000
    • 7 replies
    • 3.2k views
    • 
    • Bill Berke
    • August 1, 2000

29. Collective Bargaining Agreement and Lump-Sum Contribution?

    By mal, March 24, 2023
    • 0 replies
    • 511 views
    • 
    • mal
    • March 24, 2023

30. collectively bargained employees plan exclusion

    By Santo Gold, April 4, 2024
    • 4 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 5, 2024

31. Combined 401(k) and DB Trust

    By Guest Spock, May 14, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 14, 2010

32. Combined 415 limits for an individual who is a participant (partner) i

    By Moe Howard, May 19, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 2000

33. Combined plan deduction limit

    By david rigby, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 16, 2007

34. Combined plan deduction limit - non-PBGC

    By Jakyasar, January 7, 2022
    • 1 reply
    • 896 views
    • 
    • CuseFan
    • January 10, 2022

35. Combined Trust

    By Dougsbpc, January 21, 2016
    • 1 reply
    • 609 views
    • 
    • Bird
    • January 21, 2016

36. Combined trust for multiple plans of single employer.

    By David MacLennan, May 22, 2001
    • 10 replies
    • 3.2k views
    • 
    • david rigby
    • May 31, 2001

37. Combining Davis Bacon Plans

    By Guest yukon, August 14, 2002
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • August 15, 2002

38. Combining MP & PS Plans (Elective Transfer Option)

    By Guest Paul Hinderegger, August 22, 2001
    • 1 reply
    • 1.9k views
    • 
    • davef
    • August 30, 2001

39. Combo DC/DB Plan

    By ERISAAPPLE, September 14, 2018
    • 1 reply
    • 932 views
    • 
    • C. B. Zeller
    • September 14, 2018

40. Combo plan - 401a4 testing - component testing related

    By Jakyasar, May 18, 2022
    • 9 replies
    • 1.6k views
    • 
    • Jakyasar
    • May 20, 2022

41. Combo plan - gateway related

    By Jakyasar, February 24, 2022
    • 8 replies
    • 1k views
    • 
    • Jakyasar
    • February 25, 2022

42. Combo Plan - gateway requirement

    By Jakyasar, December 10, 2020
    • 18 replies
    • 2.5k views
    • 
    • Lou S.
    • March 5, 2021

43. Combo plan - top heavy benefit provided by DB

    By Jakyasar, March 6
    • 6 replies
    • 2k views
    • 
    • C. B. Zeller
    • March 6

44. Combo plan - top heavy requirement

    By Jakyasar, April 23
    • 3 replies
    • 3.5k views
    • 
    • Jakyasar
    • April 24

45. Combo plan - union employee gateway

    By Jakyasar, February 26, 2024
    • 2 replies
    • 894 views
    • 
    • david rigby
    • February 26, 2024

46. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar, March 23, 2021
    • 2 replies
    • 636 views
    • 
    • Jakyasar
    • March 24, 2021

47. Combo plan deduction issues

    By Jakyasar, May 23, 2023
    • 2 replies
    • 401 views
    • 
    • Lou S.
    • June 2, 2023

48. Combo plan testing - different results in for different software

    By Jakyasar, June 4, 2024
    • 1 reply
    • 627 views
    • 
    • Bri
    • June 4, 2024

49. combo plan testing - gateway requirement

    By Jakyasar, November 13, 2020
    • 3 replies
    • 1.1k views
    • 
    • Mr Bagwell
    • November 13, 2020

50. Combo plan testing and early retirement age (ERA)

    By Jakyasar, July 10, 2024
    • 8 replies
    • 951 views
    • 
    • Jakyasar
    • July 11, 2024