Retirement Plans in General

5,751 topics in this forum

1. Statutory Employees

   By Guest merlin, September 6, 2002
   • 4 replies
   • 2.2k views
   • 
   • mbozek
   • September 6, 2002

2. Forfeiture reallocation

   By Guest Jodi S., June 23, 2010
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • June 24, 2010

3. PPA Quarterly Benefit Statement Requirement

   By MarZDoates, January 2, 2007
   • 4 replies
   • 2.1k views
   • 
   • PLAN MAN
   • January 3, 2007

4. Extensions due to Terrorist attacks

   By dmb, September 14, 2001
   • 10 replies
   • 2.1k views
   • 
   • Belgarath
   • September 18, 2001

5. valuation date or calendar year for calculation?

   By thepensionmaven, November 30, 2017
   • 3 replies
   • 2.1k views
   • 
   • Bird
   • November 30, 2017

6. Pension calculation for two Schedule C's

   By Vinny, May 4, 2021
   • 13 replies
   • 2.1k views
   • 
   • Vinny
   • April 16, 2023

7. Who's the "payer" for Form 1099?

   By Lori Friedman, September 17, 2004
   • 1 reply
   • 2.1k views
   • 
   • SoCalActuary
   • September 17, 2004

8. TIN's no longer required?

   By Guest Jim Hunzelman, June 29, 2000
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • June 30, 2000

9. Audit Expenses

   By Guest Sieve, July 12, 2010
   • 9 replies
   • 2.1k views
   • 
   • Guest
   • July 13, 2010

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

    By kmhaab, August 15
    • 2 replies
    • 2.1k views
    • 
    • Paul I
    • August 15

11. Two different fiscal years in controlled group

    By richard, November 9, 1999
    • 0 replies
    • 2.1k views
    • 
    • richard
    • November 9, 1999

12. W2 compensation - child support

    By perplexedbypensions, June 25, 2020
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • June 26, 2020

13. Start up 401k wants to include sub contractors

    By Santo Gold, November 9, 2022
    • 10 replies
    • 2.1k views
    • 
    • Santo Gold
    • November 11, 2022

14. Claim Denied by Trustee?

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

15. corporate year different than plan year

    By gregburst, October 4, 2016   

    • how much is deductible?
    • 7 replies
    • 2.1k views
    • 
    • My 2 cents
    • October 7, 2016

16. Compensation of Corporate Parters in Partnership; is it K-1 or W-2 to

    By Guest J. David Wright, April 9, 2001
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • September 14, 2002

17. Can one partner elect-out of participation in the partnership's retirement plan ?

    By Moe Howard, February 25, 2004
    • 5 replies
    • 2.1k views
    • 
    • pmacduff
    • February 25, 2004

18. Section 415 limit for commonly controlled businesses.

    By Guest Kim Saunders, April 1, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 23, 1999

19. deduction limit

    By Dougsbpc, December 20, 2012
    • 8 replies
    • 2.1k views
    • 
    • ESOP Guy
    • July 24, 2015

20. "Buy-Back" of Distributed Benefit

    By Guest CJK, July 27, 2001
    • 1 reply
    • 2.1k views
    • 
    • david shipp
    • July 30, 2001

21. Updated Limits, COLAs

    By John Feldt ERPA CPC QPA, October 12, 2023   

    • cost of living adjustment
    • dollar limits
    • (and 1 more)

      Tagged with:

      • cost of living adjustment
      • dollar limits
      • cola
    • 10 replies
    • 2.1k views
    • 
    • Peter Gulia
    • October 15, 2024

22. Proposal Software Packages for plan design comparisons?

    By stephen, July 1, 2004
    • 5 replies
    • 2.1k views
    • 
    • stephen
    • July 2, 2004

23. Very Basic Question

    By PJ2009, August 18, 2009
    • 10 replies
    • 2.1k views
    • 
    • PJ2009
    • August 21, 2009

24. 2015 COLAs [Edited: COLAs Released Oct. 23]

    By Carol V. Calhoun, October 22, 2014
    • 9 replies
    • 2.1k views
    • 
    • Bird
    • October 27, 2014

25. How soon is it necessary to have a non-zero balance in the trust for a

    By Alf, November 1, 1999
    • 6 replies
    • 2.1k views
    • 
    • jpod
    • December 12, 2002

26. Real Estate-Prohibited Transaction?

    By Guest William Lehman, December 18, 1998
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • June 19, 2002

27. temp employees hired full time

    By eilano, September 4, 2003
    • 2 replies
    • 2.1k views
    • 
    • KJohnson
    • September 4, 2003

28. Prohibited Transaction Question

    By Kudos26, November 30, 2017
    • 7 replies
    • 2.1k views
    • 
    • Luke Bailey
    • December 4, 2017

29. Employer contributes to profit-sharing plan before year-end; plan has

    By DP, November 28, 2000
    • 5 replies
    • 2.1k views
    • 
    • Erik Read
    • December 4, 2000

30. 415 and aggregation with 403(b)

    By Belgarath, April 8, 2008
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • April 8, 2008

31. Divorce Calculations

    By Guest BPS, September 24, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 24, 1998

32. Effective Dates for SPD and claims procedure regulations

    By Guest wendycatherine, August 26, 2002
    • 3 replies
    • 2.1k views
    • 
    • E as in ERISA
    • August 27, 2002

33. Takeover Amendments and Anti-Cutback Rules

    By ldr, November 1, 2019   

    • retirement age
    • annuities
    • (and 1 more)

      Tagged with:

      • retirement age
      • annuities
      • anti-cutback
    • 9 replies
    • 2.1k views
    • 
    • Kevin C
    • November 6, 2019

34. Terminated Clients and Records

    By Susan S., April 24, 2013
    • 4 replies
    • 2.1k views
    • 
    • chuTzPA
    • May 30, 2014

35. Notice Regarding Periodic Benefit Statement

    By Guest Jill B, February 3, 2010
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 2010

36. 5500-EZ not filed

    By Cynchbeast, May 14, 2013
    • 5 replies
    • 2.1k views
    • 
    • Effen
    • June 17, 2013

37. When eligible becomes ineligible?

    By dougmal, February 17, 2023
    • 10 replies
    • 2.1k views
    • 
    • QDROphile
    • February 22, 2023

38. Controlled group - not adopted timely

    By Jakyasar, December 13, 2024
    • 5 replies
    • 2.1k views
    • 
    • Paul I
    • December 17, 2024

39. Freezing 0% Money Purchase Plan

    By PensionPro, February 18, 2015
    • 8 replies
    • 2.1k views
    • 
    • PensionPro
    • February 18, 2015

40. Affiliated Service Group?

    By Guest bdb, August 1, 2000
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • August 9, 2000

41. No document but deposits are made and deducted for a CB plan

    By Jakyasar, February 25
    • 4 replies
    • 2.1k views
    • 
    • CuseFan
    • February 26

42. Related Rollover or not?

    By cpc0506, March 19, 2016
    • 2 replies
    • 2.1k views
    • 
    • Kevin C
    • March 22, 2016

43. RTS, Report 1, ADP test

    By Cathy from Chicago, January 25, 2000
    • 2 replies
    • 2.1k views
    • 
    • Cathy from Chicago
    • January 26, 2000

44. Short initial plan year and Top Heavy

    By MoShawn, August 7, 2008
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 11, 2008

45. IRS AUDIT

    By Guest kp, September 17, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 17, 1998

46. Terminated plan - money remaining

    By Cynchbeast, July 25, 2019
    • 11 replies
    • 2.1k views
    • 
    • Bird
    • July 29, 2019

47. Rollover from DC plan to DB Plan

    By Guest TedMunice, June 28, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 30, 2006

48. Is Normal Retirement Age a Protected Benefit?

    By Scott, October 3, 2002
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • October 3, 2002

49. Fees payable by the Plan?

    By Guest Lorne Dauenhauer, November 17, 1998
    • 2 replies
    • 2.1k views
    • 
    • david shipp
    • November 19, 1998

50. Are Employees of Temp Agency Your Employees?

    By Lynn Campbell, August 2, 2000
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 9, 2000