Retirement Plans in General

5,751 topics in this forum

1. Pre 1986 After-tax contributions in P/S plan

   By Biscuit13, June 22, 2015   

   • After-tax contributions
   • Pre 1986
   • 6 replies
   • 4.7k views
   • 
   • Biscuit13
   • June 23, 2015

2. Pro-rated limitation year (Sec. 415)

   By Lori Friedman, January 21, 2005
   • 6 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • January 24, 2005

3. Top Heavy DC & DB Plans for Mid-Size Physicians Group

   By Guest Jaym32, July 30, 2009
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • July 31, 2009

4. Helping Client Choose ERISA Bond Coverage

   By Basically, July 10, 2023
   • 6 replies
   • 1.1k views
   • 
   • Basically
   • July 17, 2023

5. Notification on payouts under $200

   By ldr, June 8, 2018   

   • automatic cashout
   • distribution
   • (and 1 more)

     Tagged with:

     • automatic cashout
     • distribution
     • small amounts
   • 6 replies
   • 1.5k views
   • 
   • Draper55
   • July 18, 2018

6. DB/DC Gateway - What If Safe Harbor Match?

   By metsfan026, February 14, 2023
   • 6 replies
   • 1.1k views
   • 
   • CuseFan
   • February 14, 2023

7. Late profit sharing contribution

   By Cynchbeast, August 13, 2020
   • 6 replies
   • 1.3k views
   • 
   • Kevin C
   • August 14, 2020

8. Windsor Decision & Rev. Ruling 2013-17

   By Belgarath, January 16, 2014   

   • Anything new?
   • 6 replies
   • 1.2k views
   • 
   • My 2 cents
   • January 17, 2014

9. Replacement Plan

   By K2, November 14, 2018
   • 6 replies
   • 1.4k views
   • 
   • K2
   • November 19, 2018

10. Plan Amendment re Forfeitures

    By chris, September 10, 2004
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • September 13, 2004

11. Plan termination - assets returned to plan sponsor

    By cpc0506, December 7, 2015
    • 6 replies
    • 1.5k views
    • 
    • N369RM
    • November 1, 2016

12. Would a halt to rulemaking and guidance matter for retirement plans?

    By Peter Gulia, April 27, 2023   

    • government shutdown
    • 6 replies
    • 854 views
    • 
    • Paul I
    • April 28, 2023

13. PS Plan Deduction

    By David, October 15, 2005
    • 6 replies
    • 2k views
    • 
    • AndyH
    • October 17, 2005

14. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 3.8k views
    • 
    • NJ Mike
    • June 28, 2019

15. Cost of Setting Up Profit Sharing Plan

    By chris, February 21, 2000
    • 6 replies
    • 1.6k views
    • 
    • richard
    • March 15, 2000

16. Looking for old Revenue Ruling 80-155

    By justanotheradmin, June 26, 2019
    • 6 replies
    • 2.9k views
    • 
    • Peter Gulia
    • June 28, 2019

17. Which EIN for Forms 1099-R and 945?

    By kmhaab, January 23
    • 6 replies
    • 2.6k views
    • 
    • EMoney
    • January 24

18. Plan Audit No Longer Required

    By 401kSteve, March 14, 2024
    • 6 replies
    • 3.2k views
    • 
    • Peter Gulia
    • March 22, 2024

19. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57, October 15, 2019
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • October 16, 2019

20. Passive Income ???

    By Santo Gold, November 12, 2024
    • 6 replies
    • 1.8k views
    • 
    • TFB3
    • November 14, 2024

21. 5330 for late deposits question

    By BG5150, April 28, 2020
    • 6 replies
    • 1.4k views
    • 
    • BG5150
    • May 1, 2020

22. HCE

    By dmb, March 29, 2006
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • March 30, 2006

23. Earned Income

    By TBob, February 25, 2011
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • March 25, 2011

24. Cycle 4 DC plans

    By Belgarath, November 17, 2023
    • 6 replies
    • 1.6k views
    • 
    • Bri
    • November 20, 2023

25. Target Benefit Plan forfeitures

    By AdKu, October 16, 2019
    • 6 replies
    • 1.9k views
    • 
    • AdKu
    • October 29, 2019

26. Top Heavy & catchup question

    By BG5150, November 16, 2021
    • 6 replies
    • 964 views
    • 
    • BG5150
    • November 18, 2021

27. QSLOBs

    By dmb, February 26, 2002
    • 6 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2002

28. Top Heavy

    By Sully, February 20, 2023
    • 6 replies
    • 1.6k views
    • 
    • Sully
    • February 22, 2023

29. Is Severance Pay always considered compensation?

    By Lynn Campbell, March 30, 2000
    • 6 replies
    • 4k views
    • 
    • Guest
    • April 16, 2001

30. Receivable contributions to include in account balances for Top-Heavy

    By Guest, October 18, 2000
    • 6 replies
    • 6.8k views
    • 
    • Richard Anderson
    • December 19, 2000

31. ASPPA conference highlights (maybe)

    By Tom Poje, October 26, 2006
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 27, 2006

32. 414(s) Compensation Test

    By Guest Transeth, January 21, 2014
    • 6 replies
    • 4.2k views
    • 
    • My 2 cents
    • February 3, 2014

33. What is the net income to use for pension?

    By Jakyasar, March 25, 2022
    • 6 replies
    • 832 views
    • 
    • Dare Johnson
    • March 26, 2022

34. Recommended magazines about retirement plans

    By Guest Enda80, June 3, 2008
    • 6 replies
    • 1.3k views
    • 
    • JanetM
    • June 9, 2008

35. Deductions under PPA

    By thepensionmaven, November 18, 2006
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • November 28, 2006

36. Contract Partner on K1?

    By BG5150, June 28, 2012
    • 6 replies
    • 2k views
    • 
    • Bill Presson
    • January 23, 2013

37. Real Estate Transaction

    By No Name, July 10, 2005
    • 6 replies
    • 1.9k views
    • 
    • JAY21
    • July 12, 2005

38. PEO & Leasing Company

    By Guest Sieve, September 25, 2008
    • 6 replies
    • 2k views
    • 
    • Don Levit
    • September 25, 2008

39. Allocation

    By Guest msjudees, October 26, 2006
    • 6 replies
    • 1.7k views
    • 
    • Jim Norman
    • October 30, 2006

40. Corporate merger situation

    By Belgarath, August 16, 2017   

    • 403(b) and simple-ira
    • 6 replies
    • 1.1k views
    • 
    • Belgarath
    • August 16, 2017

41. Top Heavy Testing-Controlled Group

    By Guest BAR, May 21, 2001
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • May 22, 2001

42. Multiple Employer deduction allocation?

    By Guest Shrek'sconfused, October 29, 2007
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 29, 2007

43. New Comparability without HCEs

    By ldr, June 15, 2018   

    • cross testing; discrimination testing; new comparability
    • 6 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • June 21, 2018

44. ERPA EXAM

    By Rai401k, March 18, 2009
    • 6 replies
    • 3.3k views
    • 
    • Kevin C
    • April 23, 2009

45. Money purchase contribution dependent upon deferral to 403(b)

    By Belgarath, January 18, 2018
    • 6 replies
    • 835 views
    • 
    • Belgarath
    • January 19, 2018

46. cross testing the last deposit

    By AlbanyConsultant, November 30, 2016
    • 6 replies
    • 806 views
    • 
    • duckthing
    • December 7, 2016

47. Money Purchase Plan & Professional Corp

    By Guest logres, May 2, 2000
    • 6 replies
    • 1.6k views
    • 
    • Erik Read
    • May 12, 2000

48. Nondiscrimination testing

    By Belgarath, May 21, 2012
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • May 21, 2012

49. Are lawsuits against retirement plan fiduciaries few in proportion to the number of plans?

    By Peter Gulia, May 10, 2023
    • 6 replies
    • 991 views
    • 
    • Paul I
    • May 11, 2023

50. What to provide participants as part of a "full annual report&quo

    By jkharvey, May 10, 2000
    • 6 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • May 16, 2000