Retirement Plans in General

5,751 topics in this forum

1. Department of Labor investigation procedures?

   By Pension Panda, February 8, 2011
   • 3 replies
   • 2.1k views
   • 
   • Peter Gulia
   • February 8, 2011

2. Document Rate

   By imchipbrown, October 7, 1998
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • October 8, 1998

3. In-Plan Roth Conversion of Employer SH Match

   By 401kSteve, February 13, 2023
   • 3 replies
   • 2.1k views
   • 
   • Lou S.
   • February 15, 2023

4. 415 limits, SEP and 403b contributions and control requirements

   By Guest ithprof, January 6, 2011
   • 1 reply
   • 2.1k views
   • 
   • Appleby
   • January 21, 2011

5. Joint Venture Question

   By Guest San Diego Benefits Guy, April 28, 2014
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • May 1, 2014

6. 415(h)'s Extent; Perhaps Affects Further to Compliance With 415; Perhaps Other Items Affected

   By Kent Allard, November 15, 2024   

   • 1563
   • controlled group
   • (and 3 more)

     Tagged with:

     • 1563
     • controlled group
     • 415
     • limit
     • 1563(a)(1)
   • 5 replies
   • 2.1k views
   • 
   • Kent Allard
   • November 19, 2024

7. Existing plan joins a MEP.

   By Belgarath, November 6, 2024
   • 5 replies
   • 2.1k views
   • 
   • RatherBeGolfing
   • November 7, 2024

8. International Employee 401k

   By Guest padmin, August 14, 2008
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • August 22, 2008

9. EGTRRA and 411(d)(6) for Profit sharing plans

   By AndyH, January 21, 2002
   • 8 replies
   • 2.1k views
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   • AndyH
   • February 25, 2002

10. SECURE 2.0 amendment deadlines for "applicable collectively bargained plans"

    By Belgarath, August 8
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • August 8

11. Partnership deposit deadline

    By B21, September 6, 2013
    • 2 replies
    • 2.1k views
    • 
    • PensionPro
    • September 6, 2013

12. IRS Secure Message Portal Update?

    By justanotheradmin, October 25, 2024
    • 4 replies
    • 2.1k views
    • 
    • thepensionmaven
    • October 29, 2024

13. When Does This Become A Prohibited Transaction?

    By mming, March 6, 2008
    • 2 replies
    • 2.1k views
    • 
    • Jim Norman
    • March 6, 2008

14. Has the time come for a federally-funded pension policy agency that ad

    By Dave Baker, July 18, 2000
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • July 19, 2000

15. What's needed to document a change in plan trustee?

    By betheeg, January 31, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 2003

16. Adjustments to "Total Compensation".

    By Below Ground, August 6, 2008
    • 12 replies
    • 2.1k views
    • 
    • GBurns
    • August 7, 2008

17. Converting Money Purchase to Profit Sharing

    By Guest rslagle224, October 16, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • October 16, 2001

18. ICYMI - 2026 expected limits

    By John Feldt ERPA CPC QPA, October 24
    • 5 replies
    • 2.1k views
    • 
    • Lois Baker
    • October 27

19. 414(s) compensation test

    By Guest H.J., March 12, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 12, 2002

20. Statutory Exclusions

    By Guest RS Vatalaro, June 30, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • July 12, 1999

21. Fixed $ P.S. contribution OK?

    By Guest KBU, August 10, 2000
    • 7 replies
    • 2.1k views
    • 
    • pjkoehler
    • August 11, 2000

22. Party in interest as broker for plan

    By SMB, August 10, 2000
    • 7 replies
    • 2.1k views
    • 
    • KJohnson
    • August 10, 2000

23. Adding SHMatch to plan with existing traditional match funds

    By Cathy from Chicago, January 27, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 27, 2000

24. Rolling over IRA to Plan to avoid RMDs

    By Dougsbpc, February 17, 2024
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 25, 2024

25. May vesting service (with 1,000 hours) be granted on the date of termi

    By John A, July 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • E as in ERISA
    • July 23, 2002

26. ERISA code online

    By BG5150, May 8, 2009
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • May 8, 2009

27. Ancestral PIA Determination

    By Guest windwalker, September 12, 2002
    • 16 replies
    • 2.1k views
    • 
    • david rigby
    • September 15, 2002

28. Exploiting IRC Subparagraphs 3121(a)(5)(A) and 3306(a)(5)(A)

    By Guest Brian Theismann, June 13, 2010
    • 13 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2010

29. Allocation of contribution to over 70 1/2 greater than 5% shareholder

    By Guest Ron Grodzinsky, January 11, 1999
    • 1 reply
    • 2.1k views
    • 
    • Chester
    • January 12, 1999

30. Profit Sharing Only Plan (adding 401k)

    By PainPA, November 26, 2024
    • 2 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • November 27, 2024

31. Plan assets discovered long after plan terminated.

    By Belgarath, May 22, 2002
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • May 23, 2002

32. Profit Sharing Plan with Permitted Disparity

    By Guest TGinthe'Ville, September 20, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 20, 2005

33. coverage testing for a closed db pension plan - several questions

    By Guest GaryGaryGary, June 4, 2008
    • 3 replies
    • 2.1k views
    • 
    • ak2ary
    • June 7, 2008

34. Top Heavy Testing 12/31/01 Determination Date

    By Guest dll, January 21, 2002
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • May 23, 2002

35. ROYALTIES

    By Guest arlene, August 31, 2006
    • 8 replies
    • 2.1k views
    • 
    • Moe Howard
    • September 8, 2006

36. If the service crediting method of a plan is changed from elapsed time

    By Guest WBrown, November 10, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • November 12, 1999

37. What is an "disposition or acquisition" for purposes of 410(b)(6)(C)?

    By Luke Bailey, August 2, 2021
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • August 3, 2021

38. Exclusion of Statutory Employees

    By mming, December 16, 2021
    • 7 replies
    • 2.1k views
    • 
    • rocknrolls2
    • December 16, 2021

39. Plan Merger after Asset Sale

    By K-t-F, March 9, 2020
    • 15 replies
    • 2.1k views
    • 
    • QP_Guy
    • March 19, 2020

40. Missing Participant

    By Guest Cbanarer, January 27, 1999
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • March 3, 1999

41. MPP Contribution Deposit Deadline

    By Guest dlm, June 21, 1999
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 22, 1999

42. PEO and 401(k) Plan

    By eilano, January 31, 2002
    • 1 reply
    • 2.1k views
    • 
    • BFree
    • January 31, 2002

43. Apparent "Catch-22" in money purchase pension plan funding:

    By Guest Patrick Foley, September 28, 2000
    • 5 replies
    • 2.1k views
    • 
    • rcline46
    • September 29, 2000

44. Bank CD rates in qualified plans

    By Guest TrustMe401k, May 30, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • June 4, 2002

45. EE Stock Purchase Plan - max # of shares?

    By Guest Beth N, June 13, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 13, 2000

46. Amending a Standarized Document

    By Guest taj32z, August 5, 2003
    • 20 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 7, 2003

47. ROBS plans and UBTI

    By Belgarath, October 27, 2017
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • October 27, 2017

48. importing

    By Earl, May 27, 2000
    • 5 replies
    • 2.1k views
    • 
    • Cathy from Chicago
    • June 10, 2000

49. projected limits for 2020

    By Tom Poje, June 12, 2019
    • 6 replies
    • 2.1k views
    • 
    • Dave Baker
    • November 6, 2019

50. State income taxes on retirement plan participants due to amending the

    By Dave Baker, December 7, 2001
    • 3 replies
    • 2.1k views
    • 
    • Erik Read
    • December 10, 2001