Retirement Plans in General

5,781 topics in this forum

1. Plan was a MEP, but no one knew it...

   By Belgarath, July 8, 2024
   • 6 replies
   • 818 views
   • 
   • Belgarath
   • July 9, 2024

2. For an ASPPA Member who is a recordkeeper’s employee, who is her Principal?

   By Peter Gulia, April 24, 2023
   • 6 replies
   • 931 views
   • 
   • Paul I
   • April 26, 2023

3. Who is responsible for filing form 990T for qualified plans?

   By Guest Suzanne, September 10, 2004
   • 6 replies
   • 4.7k views
   • 
   • Mary Kay Foss
   • September 12, 2004

4. OK for money purchase plan to begin payments at normal retirement age

   By imchipbrown, March 3, 1999
   • 6 replies
   • 2k views
   • 
   • imchipbrown
   • March 10, 1999

5. Top heavy vs gateway in a combo plan

   By Jakyasar, May 24, 2022
   • 6 replies
   • 1.3k views
   • 
   • Jakyasar
   • May 24, 2022

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

   By Biscuit13, June 22, 2015   

   • After-tax contributions
   • Pre 1986
   • 6 replies
   • 4.9k views
   • 
   • Biscuit13
   • June 23, 2015

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

   By Lori Friedman, January 21, 2005
   • 6 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • January 24, 2005

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

   By Guest Jaym32, July 30, 2009
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • July 31, 2009

9. Helping Client Choose ERISA Bond Coverage

   By Basically, July 10, 2023
   • 6 replies
   • 1.2k views
   • 
   • Basically
   • July 17, 2023

10. Mega Back Door related

    By Jakyasar, January 23
    • 6 replies
    • 694 views
    • 
    • Jakyasar
    • January 24

11. 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
    • 1.6k views
    • 
    • Draper55
    • July 18, 2018

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

    By metsfan026, February 14, 2023
    • 6 replies
    • 1.2k views
    • 
    • CuseFan
    • February 14, 2023

13. Late profit sharing contribution

    By Cynchbeast, August 13, 2020
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • August 14, 2020

14. Windsor Decision & Rev. Ruling 2013-17

    By Belgarath, January 16, 2014   

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

15. Replacement Plan

    By K2, November 14, 2018
    • 6 replies
    • 1.5k views
    • 
    • K2
    • November 19, 2018

16. Plan Amendment re Forfeitures

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

17. Plan termination - assets returned to plan sponsor

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

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

    By Peter Gulia, April 27, 2023   

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

19. PS Plan Deduction

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

20. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 4.2k views
    • 
    • NJ Mike
    • June 28, 2019

21. Cost of Setting Up Profit Sharing Plan

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

22. Looking for old Revenue Ruling 80-155

    By justanotheradmin, June 26, 2019
    • 6 replies
    • 3k views
    • 
    • Peter Gulia
    • June 28, 2019

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

    By kmhaab, January 23, 2025
    • 6 replies
    • 2.8k views
    • 
    • EMoney
    • January 24, 2025

24. Plan Audit No Longer Required

    By 401kSteve, March 14, 2024
    • 6 replies
    • 3.5k views
    • 
    • Peter Gulia
    • March 22, 2024

25. Audit Fees Paid from the Plan Participant Accounts

    By Pammie57, October 15, 2019
    • 6 replies
    • 2k views
    • 
    • Bird
    • October 16, 2019

26. Passive Income ???

    By Santo Gold, November 12, 2024
    • 6 replies
    • 1.9k views
    • 
    • TFB3
    • November 14, 2024

27. 5330 for late deposits question

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

28. HCE

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

29. Earned Income

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

30. Cycle 4 DC plans

    By Belgarath, November 17, 2023
    • 6 replies
    • 1.8k views
    • 
    • Bri
    • November 20, 2023

31. Target Benefit Plan forfeitures

    By AdKu, October 16, 2019
    • 6 replies
    • 2k views
    • 
    • AdKu
    • October 29, 2019

32. Top Heavy & catchup question

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

33. QSLOBs

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

34. Top Heavy

    By Sully, February 20, 2023
    • 6 replies
    • 1.7k views
    • 
    • Sully
    • February 22, 2023

35. Is Severance Pay always considered compensation?

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

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

    By Guest, October 18, 2000
    • 6 replies
    • 6.9k views
    • 
    • Richard Anderson
    • December 19, 2000

37. ASPPA conference highlights (maybe)

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

38. 414(s) Compensation Test

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

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

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

40. Recommended magazines about retirement plans

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

41. Deductions under PPA

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

42. Contract Partner on K1?

    By BG5150, June 28, 2012
    • 6 replies
    • 2.1k views
    • 
    • Bill Presson
    • January 23, 2013

43. Real Estate Transaction

    By No Name, July 10, 2005
    • 6 replies
    • 2k views
    • 
    • JAY21
    • July 12, 2005

44. PEO & Leasing Company

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

45. Allocation

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

46. Corporate merger situation

    By Belgarath, August 16, 2017   

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

47. Top Heavy Testing-Controlled Group

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

48. Multiple Employer deduction allocation?

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

49. 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

50. ERPA EXAM

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