Retirement Plans in General

5,753 topics in this forum

1. Exclusion of Davis Bacon Employees

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

2. Paying for Life Insurance out of a Pension Plan?

   By Jilliandiz, November 4, 2003
   • 7 replies
   • 2.2k views
   • 
   • Belgarath
   • November 20, 2003

3. Compliance testing flow chart

   By Mleech, February 14
   • 4 replies
   • 2.2k views
   • 
   • ShanAlicia
   • February 17

4. Required distribution?

   By richard, October 17, 1998
   • 1 reply
   • 2.2k views
   • 
   • Larry M
   • October 17, 1998

5. Foreign Entity & Plan Trustee

   By JMP, April 20, 2020
   • 12 replies
   • 2.2k views
   • 
   • Larry Starr
   • April 23, 2020

6. Federal Withholding

   By Guest THess, April 22, 2004
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • April 23, 2004

7. 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

8. Penalties issued for Late Flings even with Disaster Relief

   By Jon Switaj, February 24
   • 3 replies
   • 2.2k views
   • 
   • thepensionmaven
   • February 25

9. Are ESOP shares counted for 5% owner determination?

   By jukeboy56, January 13, 2006
   • 3 replies
   • 2.2k views
   • 
   • E as in ERISA
   • January 13, 2006

10. Father moving in repairs... 10% early dist penalty

    By Basically, February 17
    • 6 replies
    • 2.2k views
    • 
    • Peter Gulia
    • February 19

11. Texas Municipal Retirement System

    By Guest rodneymm, March 13, 1999
    • 4 replies
    • 2.2k views
    • 
    • Dan
    • March 13, 1999

12. plan start date for sole proprietor

    By cpc0506, September 6, 2018
    • 9 replies
    • 2.2k views
    • 
    • Larry Starr
    • September 10, 2018

13. Coverage testing required for top-heavy contribution allocation?

    By John A, September 18, 2001
    • 2 replies
    • 2.2k views
    • 
    • John A
    • September 18, 2001

14. Standardized Plans - Last Day of Plan Year Rule

    By KateSmithPA, June 20, 2001
    • 4 replies
    • 2.2k views
    • 
    • Medusa
    • June 23, 2001

15. Advice for my buisness

    By Guest Cody75, March 4, 2002
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • March 8, 2002

16. Early Retirement Window

    By Guest Blake Fritz, February 18, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • February 18, 2000

17. TPA or Sponsor (client) to respond to employee requests

    By SSRRS, July 2, 2019
    • 16 replies
    • 2.2k views
    • 
    • jashendorf
    • July 9, 2019

18. retirement credited service date

    By Guest kathy parks, May 17, 2002
    • 6 replies
    • 2.2k views
    • 
    • MGB
    • May 20, 2002

19. Final Form SSA for Plan Termination

    By CRBarnard, November 11, 2020
    • 8 replies
    • 2.2k views
    • 
    • BG5150
    • June 3, 2021

20. 401(h) Accounts

    By Ron Snyder, June 14, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • June 15, 2006

21. Irrevocable Trust/ERISA Coverage

    By JWRB, October 18, 2017
    • 15 replies
    • 2.2k views
    • 
    • MoJo
    • October 19, 2017

22. Back to basics

    By SMB, September 19, 2006
    • 9 replies
    • 2.2k views
    • 
    • AndyH
    • September 22, 2006

23. Pension Contributions

    By david rigby, June 1, 2000
    • 4 replies
    • 2.2k views
    • 
    • pjkoehler
    • June 1, 2000

24. Minimum Funding when last day rqmt. and services cease during year.

    By Guest chris4013, October 20, 2004
    • 17 replies
    • 2.2k views
    • 
    • No Name
    • October 29, 2004

25. "Non-trusteed" plan????

    By maverick, February 25, 2002
    • 3 replies
    • 2.2k views
    • 
    • jpod
    • February 25, 2002

26. Crediting Service for Eligibility

    By buckaroo, September 6, 2007
    • 5 replies
    • 2.2k views
    • 
    • masteff
    • September 7, 2007

27. Entry "immediately" upon meeting service requirements - day of or day after?

    By kmhaab, August 15
    • 2 replies
    • 2.2k views
    • 
    • Paul I
    • August 15

28. Amendment and Restatement of a Plan

    By Madison71, January 7, 2010
    • 1 reply
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 13, 2010

29. ERISA Claim Appeal Rights for QDRO Participant

    By IhrtERISA, January 11, 2019
    • 8 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 15, 2019

30. To true-up or not to true-up... that is the question.

    By 401kSteve, February 16, 2023
    • 7 replies
    • 2.2k views
    • 
    • Nate S
    • February 28, 2023

31. Determination Spouse Cannot be Located

    By chris, April 2, 2003
    • 4 replies
    • 2.2k views
    • 
    • chris
    • April 3, 2003

32. PS Non-elective Allocation... all HCE employees

    By Basically, January 6
    • 5 replies
    • 2.2k views
    • 
    • CuseFan
    • January 7

33. Can 4 Yr. Old Plan w/o a Doc Get Compliance Thru EPCRS?

    By mming, May 9, 2002
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • May 13, 2002

34. Timing of delivery of SPD

    By BG5150, July 8, 2010
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • July 8, 2010

35. Valuing real estate in retirement plans

    By Draper55, December 30, 2020
    • 10 replies
    • 2.2k views
    • 
    • Luke Bailey
    • January 7, 2021

36. Mass-Submitter v. Non-Mass Submitter

    By Guest jcarlos, September 28, 2005
    • 5 replies
    • 2.2k views
    • 
    • WDIK
    • September 29, 2005

37. Notice of intent to levy

    By Guest lustig, November 2, 2005
    • 2 replies
    • 2.2k views
    • 
    • WDIK
    • November 2, 2005

38. elimination of class of employees

    By Guest lindamichals, April 8, 2005
    • 5 replies
    • 2.2k views
    • 
    • jaemmons
    • May 31, 2005

39. Bringing Back Termined EE to Pass Coverage

    By Guest Cyndy, September 15, 1998
    • 3 replies
    • 2.2k views
    • 
    • Dave Baker
    • September 29, 1998

40. Sample Letter to Terminated Employees <5000

    By wmyer, March 23, 2001
    • 0 replies
    • 2.2k views
    • 
    • wmyer
    • March 23, 2001

41. $100 Penalty Under ERISA 502(c)(1)(b)

    By Guest DrJekyll, April 23, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • April 23, 1999

42. Contributing to SEP and PSP in same year

    By mjf624, September 5, 2017
    • 15 replies
    • 2.2k views
    • 
    • austin3515
    • September 7, 2017

43. DOL audit letter received - when to notify insurance carrier

    By Gudgergirl, June 12, 2012
    • 6 replies
    • 2.2k views
    • 
    • Effen
    • June 18, 2012

44. Corp/plan sponsor is owned by 2 individuals; becomes partnership owned by the two individuals' corps; can corporations participate in the partnership's retirement plan?

    By Gilmore, September 23, 2003
    • 2 replies
    • 2.2k views
    • 
    • Gilmore
    • September 23, 2003

45. father and childern ownership

    By abanky, July 7, 2008
    • 9 replies
    • 2.2k views
    • 
    • abanky
    • July 7, 2008

46. buying life insurance with rollover money

    By Santo Gold, September 6, 2005
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • September 10, 2005

47. Buyout of PA Owner Mid-Year: Who Gets Deduction Credit

    By Guest DuChamp, November 20, 2012
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 20, 2012

48. payment of real estate tax

    By betheeg, December 26, 2006
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • December 27, 2006

49. 1099 for QDRO

    By thepensionmaven, February 6, 2017   

    • qdro
    • 3 replies
    • 2.2k views
    • 
    • CMarkB
    • February 6, 2017

50. ASPA National Conference

    By AndyH, August 27, 2003
    • 8 replies
    • 2.2k views
    • 
    • Erik Read
    • August 28, 2003