Retirement Plans in General

5,751 topics in this forum

1. Combo plan testing related

   By Jakyasar, November 1, 2024
   • 1 reply
   • 1.3k views
   • 
   • CuseFan
   • November 1, 2024

2. Combo plan testing with otherewise excludable employees

   By Jakyasar, February 12, 2024
   • 2 replies
   • 538 views
   • 
   • Jakyasar
   • February 12, 2024

3. Combo plans - gateway issues

   By Jakyasar, June 26, 2021
   • 1 reply
   • 908 views
   • 
   • Mike Preston
   • June 26, 2021

4. Combo plans - testing age

   By Jakyasar, June 24, 2022
   • 1 reply
   • 724 views
   • 
   • Nate S
   • June 24, 2022

5. Combo SEP/MPPP For Small Employer

   By Guest RS Vatalaro, October 4, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • October 18, 1999

6. Combo testing for plans with different nra

   By Tedterrific, December 3, 2020   

   • testing questions
   • 3 replies
   • 1.3k views
   • 
   • CuseFan
   • December 4, 2020

7. Coming out of PEO and wants to set up new plans

   By Jakyasar, December 23, 2022
   • 0 replies
   • 411 views
   • 
   • Jakyasar
   • December 23, 2022

8. Commercially Unreasonable Interest Rate and Participant Loans

   By AbsolutelyOkayPossibly, December 10, 2024
   • 10 replies
   • 2.4k views
   • 
   • AbsolutelyOkayPossibly
   • December 13, 2024

9. Commingle Assets

   By Guest pensionactuary, May 14, 2008
   • 1 reply
   • 2.1k views
   • 
   • Jim Chad
   • May 23, 2008

10. Commingling DB & Participant Directed DC Assets

    By Dennis Povloski, August 6, 2010
    • 2 replies
    • 1.5k views
    • 
    • Dennis Povloski
    • August 6, 2010

11. Common Control?

    By Guest REDCFP, March 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • March 13, 2007

12. common law employee

    By Scuba 401, June 19, 2014
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • June 23, 2014

13. Common Law Employees?

    By Gilmore, April 6, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • April 7, 2004

14. Common Law Marriage

    By Briandfox, January 14, 2015
    • 24 replies
    • 8.2k views
    • 
    • jpod
    • February 2, 2015

15. Common Ownership

    By Guest rexbanner, February 20, 2008
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • February 25, 2008

16. Common Ownership Issue

    By pbarrett, August 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • August 25, 2003

17. Commonly asked questions

    By Guest Parker, March 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 21, 2000

18. communicating company profits

    By Monica Barnard, April 18, 2016
    • 3 replies
    • 658 views
    • 
    • ESOP Guy
    • April 18, 2016

19. Comp Limit and Continued Benefits

    By Guest Retirement4Life, August 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • August 22, 2009

20. Company Defined Contribution and Defined Benefit Plan

    By Guest dhoefer, March 23, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • March 25, 2002

21. company in bankruptcy, plan administration assumed by PBGC, who files the final IRS Form 990?

    By erisageek1978, March 31
    • 3 replies
    • 2.4k views
    • 
    • Peter Gulia
    • April 1

22. Company leaves control group, one employee stays with another member. SH question

    By BG5150, February 9, 2016
    • 5 replies
    • 692 views
    • 
    • Bird
    • February 12, 2016

23. Company name not in plan name

    By Cynchbeast, December 17, 2012
    • 7 replies
    • 1.8k views
    • 
    • QDROphile
    • December 20, 2012

24. Company purchase - credit for prior service

    By Cynchbeast, April 5, 2013
    • 6 replies
    • 1.4k views
    • 
    • rcline46
    • April 8, 2013

25. Company refuses to acknowledge beneficiary form because a confirmation form wasn't filed.

    By katieinny, August 20, 2013   

    • Plan assets go to estate.
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • August 20, 2013

26. Company sold division - year end profit share question

    By pmacduff, February 9, 2017
    • 2 replies
    • 632 views
    • 
    • K2
    • February 10, 2017

27. Company Stock as Plan Investment

    By Dougsbpc, September 30, 2002
    • 15 replies
    • 3k views
    • 
    • david rigby
    • October 9, 2002

28. Company that includes Union Employees

    By Guest DIGMYDOG, May 13, 2003
    • 3 replies
    • 986 views
    • 
    • Mike Preston
    • May 15, 2003

29. Company Transaction

    By Guest srwatts, April 12, 2011
    • 1 reply
    • 10.1k views
    • 
    • Guest
    • April 12, 2011

30. Company X owned by 2 separate S-Corps

    By K-t-F, December 7, 2021
    • 15 replies
    • 1.4k views
    • 
    • K-t-F
    • December 15, 2021

31. Company-paid pension and profit-sharing distributions

    By Guest Carma Christensen, September 20, 2002
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • September 20, 2002

32. Comparability Plan Formula

    By Guest laurasbay, October 30, 2007
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • October 30, 2007

33. Compensation

    By thepensionmaven, January 31, 2017
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • February 2, 2017

34. compensation

    By Guest lip, March 6, 2009
    • 0 replies
    • 777 views
    • 
    • Guest
    • March 6, 2009

35. Compensation

    By thepensionmaven, July 9, 2019
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • July 11, 2019

36. Compensation - K-1 - Real Estate Income

    By ldr, July 20, 2022
    • 7 replies
    • 974 views
    • 
    • Bird
    • July 22, 2022

37. Compensation - Schedule C and K1 combined?

    By Hojo, October 8, 2019
    • 2 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 8, 2019

38. compensation and car allowance

    By eilano, March 10, 2004
    • 0 replies
    • 1.8k views
    • 
    • eilano
    • March 10, 2004

39. Compensation and highly compensated

    By Guest P Williamson, May 18, 2006
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • May 18, 2006

40. Compensation and Termination

    By imchipbrown, September 13, 1999
    • 0 replies
    • 1.3k views
    • 
    • imchipbrown
    • September 13, 1999

41. compensation and w-2

    By cpc0506, September 14, 2015
    • 12 replies
    • 1.5k views
    • 
    • hr for me
    • September 21, 2015

42. Compensation Definition

    By Archimage, December 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • December 12, 2002

43. Compensation definition question

    By Guest jc1457, September 21, 2011
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • September 22, 2011

44. Compensation for a crosstested plan when the company changes halfway t

    By Guest Toni Sorenson, November 16, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 16, 1999

45. Compensation for Advisory Committee Members

    By Medusa, September 18, 2001
    • 4 replies
    • 1.7k views
    • 
    • Medusa
    • September 18, 2001

46. Compensation for Benefits

    By rcline46, April 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • April 26, 2007

47. Compensation for LLC taxed as partnership.

    By perkinsran, October 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 6, 2003

48. Compensation for Owner of PC

    By thepensionmaven, March 10
    • 5 replies
    • 2.3k views
    • 
    • Bri
    • March 11

49. Compensation from a second entity

    By dmb, March 23, 2004
    • 1 reply
    • 893 views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2004

50. Compensation from an LLC

    By Santo Gold, May 23, 2006
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • May 24, 2006