Retirement Plans in General

5,751 topics in this forum

1. TPA and financial fees paid to the TPA

   By Guest R. Daestrom, September 14, 2005
   • 5 replies
   • 2.1k views
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   • E as in ERISA
   • September 19, 2005

2. Invalid Beneficiary Designation?

   By Dougsbpc, January 29, 2024
   • 10 replies
   • 2.1k views
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   • Peter Gulia
   • January 31, 2024

3. IR-2021-179 Tax Relief for Ida victims

   By Jakyasar, September 8, 2021
   • 12 replies
   • 2.1k views
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   • Jakyasar
   • September 15, 2021

4. Exclude HCE by name even though non-key

   By Trekker, October 13, 2014
   • 15 replies
   • 2.1k views
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   • Trekker
   • October 15, 2014

5. EIN for plan sponsor...

   By K-t-F, May 29, 2007
   • 4 replies
   • 2.1k views
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   • K-t-F
   • June 4, 2007

6. Investing self directed money in an LLC owned by a participant -- proh

   By R. Butler, January 17, 2003
   • 7 replies
   • 2.1k views
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   • Kirk Maldonado
   • January 20, 2003

7. Prohibited transaction? A competitor for providing bundled DC Plan ser

   By Guest BNYMTC, July 3, 2000
   • 5 replies
   • 2.1k views
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   • IRC401
   • July 9, 2000

8. Initial eligibility requirements less than 1 YOS

   By erisaman2000, November 14, 2014   

   • eligibility
   • service
   • 5 replies
   • 2.1k views
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   • erisaman2000
   • November 21, 2014

9. Is this person a Key or Highly Compensated Employee/Standardized prototype question.

   By Beltane, June 23, 2005
   • 5 replies
   • 2.1k views
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   • Beltane
   • June 23, 2005

10. in-kind contributions

    By M Norton, October 2, 2009
    • 3 replies
    • 2.1k views
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    • Guest
    • October 5, 2009

11. Greetings and Welcome

    By Guest Franklin Evans, December 3, 1998
    • 0 replies
    • 2.1k views
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    • Guest
    • December 3, 1998

12. Would it be a significant advantage for the key employee/owner of a sm

    By Guest EBC, June 30, 2000
    • 7 replies
    • 2.1k views
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    • Guest
    • August 11, 2000

13. Commingle Assets

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

14. "LEO" Plan??

    By Guest CJK, January 28, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • January 30, 2002

15. How long does an employer have to pay out a pension plan (under $5000)

    By Guest Daniel Grams, April 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • pjkoehler
    • April 21, 2000

16. Spin-offs

    By Belgarath, September 19, 2003
    • 1 reply
    • 2.1k views
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    • QDROphile
    • September 19, 2003

17. Did the death rate skyrocket in 2021?

    By RayJJohnsonJr, January 4, 2022
    • 10 replies
    • 2.1k views
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    • RayJJohnsonJr
    • January 5, 2022

18. Non-Registered Seperate Accounts and Collective Trusts

    By Guest Redchip, February 4, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • February 4, 1999

19. Affiliated Service Group ?

    By Guest merlin, November 12, 2001
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • November 13, 2001

20. Would rollover from conduit IRA delay required minimum distribution?

    By Guest SSCARO, December 4, 2001
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • December 10, 2001

21. Freeze/Merger/Termination?

    By chris, September 10, 2004
    • 4 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • September 10, 2004

22. Loan Interest - 12%

    By 52626, February 5, 2016
    • 25 replies
    • 2k views
    • 
    • jpod
    • February 9, 2016

23. Can we use the Average Benefits Test?

    By Guest CharlieLaur, May 16, 2005
    • 5 replies
    • 2k views
    • 
    • AndyH
    • May 17, 2005

24. 15 day benefit freeze notice

    By richard, December 30, 1998
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 27, 1999

25. Short Plan Year and prorated limits

    By perplexedbypensions, January 15, 2020
    • 3 replies
    • 2k views
    • 
    • perplexedbypensions
    • January 15, 2020

26. fidelity bonds in 403b plans

    By Santo Gold, February 16, 2007
    • 0 replies
    • 2k views
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    • Santo Gold
    • February 16, 2007

27. Normal Retirement on later of 65 or 5th Anniversary

    By Lynn Campbell, June 7, 2000
    • 1 reply
    • 2k views
    • 
    • david rigby
    • June 7, 2000

28. Form 8955-SSA - When to remove a former participant

    By msmith, July 9, 2019
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • July 11, 2019

29. Tips, Overtime Pay and Payroll for 2025

    By Paul I, August 15
    • 3 replies
    • 2k views
    • 
    • Lois Baker
    • August 18

30. What is best retirement plan option for someone who has a small busine

    By Guest MapleONE, August 5, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • August 6, 2002

31. change of beneficiary desingnation form via power of attorney

    By Guest jigpsu100, June 3, 2005
    • 2 replies
    • 2k views
    • 
    • chris
    • June 3, 2005

32. Multiple Employer Plan Contributions

    By Guest Callan, August 6, 2002
    • 2 replies
    • 2k views
    • 
    • alanm
    • August 12, 2002

33. Instruction for ERISA Compliance

    By Guest Robert Engle, August 6, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 6, 1999

34. Restoration of Forfeitures

    By DP, December 28, 2011
    • 7 replies
    • 2k views
    • 
    • DP
    • January 3, 2012

35. Penalty for Late Contribution

    By Guest TortoraG, March 26, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 26, 1999

36. Controlled Group Determination

    By Below Ground, January 21, 2008
    • 6 replies
    • 2k views
    • 
    • Below Ground
    • January 25, 2008

37. Life Insurance in DC Plan

    By MarZDoates, September 27, 2011
    • 12 replies
    • 2k views
    • 
    • Bill Presson
    • September 29, 2011

38. Successor employer adopts plan

    By Flyboyjohn, July 23, 2013
    • 10 replies
    • 2k views
    • 
    • masteff
    • July 26, 2013

39. Blackout Periods and Make Whole Contributions

    By Christine Roberts, September 30, 2004
    • 5 replies
    • 2k views
    • 
    • Christine Roberts
    • October 1, 2004

40. plan but no employer

    By Earl, September 20, 2016
    • 28 replies
    • 2k views
    • 
    • Earl
    • September 22, 2016

41. Balance Forward PS Plan and Interim Valuation

    By Susan S., May 31, 2013
    • 2 replies
    • 2k views
    • 
    • Bird
    • June 3, 2013

42. Annual Additions and dual Employment

    By Guest dobsonlaw, March 12, 2008
    • 11 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

43. Controlled group? Must they all be covered?

    By jane123, May 25, 2005
    • 7 replies
    • 2k views
    • 
    • jane123
    • May 26, 2005

44. Who is Key? Company sold mid-year

    By ldr, April 5, 2019
    • 8 replies
    • 2k views
    • 
    • ldr
    • April 18, 2019

45. Participant Loan

    By Guest DNH, July 16, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 17, 2008

46. US Customs Abuse!

    By Guest sponger42, June 21, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 22, 2007

47. Affiliated Service Group?

    By Dawn Hafner, May 23, 2001
    • 3 replies
    • 2k views
    • 
    • Dawn Hafner
    • May 24, 2001

48. Mistake made in amount paid out to terminated participant

    By Guest Suzanne Bernhardt, November 9, 2001
    • 5 replies
    • 2k views
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    • R. Butler
    • November 9, 2001

49. Controlled Group

    By Guest karlin, March 23, 2004
    • 9 replies
    • 2k views
    • 
    • Earl
    • March 25, 2004

50. ESOP

    By Guest pension doc, September 14, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 29, 1998