Retirement Plans in General

5,772 topics in this forum

1. Chapter S and LLC ; Control Group?

   By Guest Mollie, December 28, 2004
   • 1 reply
   • 915 views
   • 
   • jquazza
   • December 28, 2004

2. Charging expenses to terminated participants' accounts

   By Guest terric, January 12, 2006
   • 2 replies
   • 1.7k views
   • 
   • E as in ERISA
   • January 12, 2006

3. charging participants for the plan audit

   By Santo Gold, September 30, 2010
   • 2 replies
   • 894 views
   • 
   • david rigby
   • September 30, 2010

4. Chart of different types of Retirement Plans?

   By BG5150, January 15, 2021
   • 2 replies
   • 699 views
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   • digger
   • January 18, 2021

5. Check on EZ filing

   By Cynchbeast, June 14, 2020
   • 1 reply
   • 828 views
   • 
   • ratherbereading
   • June 15, 2020

6. Checklist to determine Controlled Group Status

   By MarZDoates, December 12, 2002
   • 1 reply
   • 1.9k views
   • 
   • E as in ERISA
   • December 12, 2002

7. Chicken vs. Egg and 415 Limits

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

8. Choice of whether or not to self direct.

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

9. choosing which assets to distribute to HCE

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

10. CIT & Excessive fees

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

11. Citation needed

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

12. Claim Denied by Trustee?

    By Guest jfreeborn, January 31, 2010
    • 2 replies
    • 2.2k views
    • 
    • GMK
    • February 1, 2010

13. Claim Time Limit

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

14. 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

15. Claiming tax credit for new plans

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

16. Clarification on Definition of W-2 Compensation

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

17. Class Action Settlement

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

18. Class-based Alloc vs. Cross Testing

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

19. 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

20. Client Does Not Want to Make Safe Harbor Contribution

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

21. 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

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

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

23. Client overstepped their bounds

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

24. Closed MEP - Top Paid Group Election question

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

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

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

26. Closing 401k plan for bankrupt company

    By Guest erkwol, May 9, 2007
    • 10 replies
    • 7k views
    • 
    • J Simmons
    • May 11, 2007

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

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

28. Code 410(a)

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

29. 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

30. Code Section 414(s) Compensation Definitions

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

31. COLA 2020

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

32. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 8 replies
    • 2k views
    • 
    • GMK
    • May 21, 2008

33. COLA_Rollover Chart (2008-2009)

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

34. Collectibles as investments

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

35. Collective Bargaining Agreement and Lump-Sum Contribution?

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

36. collectively bargained employees plan exclusion

    By Santo Gold, April 4, 2024
    • 4 replies
    • 1.7k views
    • 
    • Peter Gulia
    • April 5, 2024

37. Combined 401(k) and DB Trust

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

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

    By Moe Howard, May 19, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2000

39. Combined plan deduction limit

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

40. Combined plan deduction limit - non-PBGC

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

41. Combined Trust

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

42. Combined trust for multiple plans of single employer.

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

43. Combining Davis Bacon Plans

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

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

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

45. Combo DC/DB Plan

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

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

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

47. Combo plan - gateway related

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

48. Combo Plan - gateway requirement

    By Jakyasar, December 10, 2020
    • 18 replies
    • 2.6k views
    • 
    • Lou S.
    • March 5, 2021

49. Combo plan - top heavy benefit provided by DB

    By Jakyasar, March 6, 2025
    • 6 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • March 6, 2025

50. Combo plan - top heavy requirement

    By Jakyasar, April 23, 2025
    • 3 replies
    • 3.6k views
    • 
    • Jakyasar
    • April 24, 2025