Retirement Plans in General

5,772 topics in this forum

1. Combo plan - union employee gateway

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

2. Combo plan deduction - 404a7 - non PBGC

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

3. Combo plan deduction issues

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

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

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

5. combo plan testing - gateway requirement

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

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

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

7. Combo plan testing related

   By Jakyasar, November 1, 2024
   • 1 reply
   • 1.4k views
   • 
   • CuseFan
   • November 1, 2024

8. Combo plan testing with otherewise excludable employees

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

9. Combo plan, CG, deduction related

   By Jakyasar, December 19, 2025
   • 2 replies
   • 274 views
   • 
   • Jakyasar
   • December 19, 2025

10. Combo plans - gateway issues

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

11. Combo plans - testing age

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

12. Combo SEP/MPPP For Small Employer

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

13. Combo testing for plans with different nra

    By Tedterrific, December 3, 2020   

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

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

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

15. Commercially Unreasonable Interest Rate and Participant Loans

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

16. Commingle Assets

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

17. Commingling DB & Participant Directed DC Assets

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

18. Common Control?

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

19. common law employee

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

20. Common Law Employees?

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

21. Common Law Marriage

    By Briandfox, January 14, 2015
    • 24 replies
    • 8.3k views
    • 
    • jpod
    • February 2, 2015

22. Common Ownership

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

23. Common Ownership Issue

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

24. Commonly asked questions

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

25. communicating company profits

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

26. Comp Limit and Continued Benefits

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

27. Company Defined Contribution and Defined Benefit Plan

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

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

    By erisageek1978, March 31, 2025
    • 3 replies
    • 2.5k views
    • 
    • Peter Gulia
    • April 1, 2025

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

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

30. Company name not in plan name

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

31. Company purchase - credit for prior service

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

32. 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

33. Company sold division - year end profit share question

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

34. Company Stock as Plan Investment

    By Dougsbpc, September 30, 2002
    • 15 replies
    • 3.1k views
    • 
    • david rigby
    • October 9, 2002

35. Company that includes Union Employees

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

36. Company Transaction

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

37. Company X owned by 2 separate S-Corps

    By K-t-F, December 7, 2021
    • 15 replies
    • 1.5k views
    • 
    • K-t-F
    • December 15, 2021

38. Company-paid pension and profit-sharing distributions

    By Guest Carma Christensen, September 20, 2002
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • September 20, 2002

39. Comparability Plan Formula

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

40. Compensation

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

41. compensation

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

42. Compensation

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

43. Compensation - K-1 - Real Estate Income

    By ldr, July 20, 2022
    • 7 replies
    • 1k views
    • 
    • Bird
    • July 22, 2022

44. Compensation - Schedule C and K1 combined?

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

45. compensation and car allowance

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

46. Compensation and highly compensated

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

47. Compensation and Termination

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

48. compensation and w-2

    By cpc0506, September 14, 2015
    • 12 replies
    • 1.6k views
    • 
    • hr for me
    • September 21, 2015

49. Compensation Definition

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

50. Compensation definition question

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