Retirement Plans in General

5,781 topics in this forum

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

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

2. cross testing the last deposit

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

3. Money Purchase Plan & Professional Corp

   By Guest logres, May 2, 2000
   • 6 replies
   • 1.7k views
   • 
   • Erik Read
   • May 12, 2000

4. Nondiscrimination testing

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

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

   By Peter Gulia, May 10, 2023
   • 6 replies
   • 1.1k views
   • 
   • Paul I
   • May 11, 2023

6. 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

7. Whatever became of Ira Cohen?

   By Guest 401der, November 19, 2004
   • 6 replies
   • 4.1k views
   • 
   • Kirk Maldonado
   • November 19, 2004

8. Mid Year Change in Entity (SP to S-Corp)

   By BrownTrout, February 10, 2020
   • 6 replies
   • 1.9k views
   • 
   • Larry Starr
   • February 11, 2020

9. RMD from plan with both platform and pooled funds

   By pmacduff, February 23, 2023
   • 6 replies
   • 944 views
   • 
   • pmacduff
   • February 27, 2023

10. Do deceased Non-key participants get a Top Heavy Minimum?

    By Lori H, November 18, 2014
    • 6 replies
    • 1.1k views
    • 
    • Lori H
    • November 21, 2014

11. 1099-R question

    By Cynchbeast, April 30, 2018
    • 6 replies
    • 868 views
    • 
    • Bird
    • May 2, 2018

12. "401(a) Plan"???

    By Guest barkley, September 8, 2003
    • 6 replies
    • 2k views
    • 
    • david rigby
    • September 8, 2003

13. Money Purchase Plan Distribution

    By 52626, March 18, 2019
    • 6 replies
    • 1.2k views
    • 
    • CJ Allen
    • March 20, 2019

14. Break in Service choices in an adoption agreement.

    By katieinny, March 12, 2003
    • 6 replies
    • 1.4k views
    • 
    • katieinny
    • March 12, 2003

15. Client missed corp tax filing deadline -- Oops!

    By richard, March 31, 1999
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • May 21, 1999

16. Pooled Acct Amend to Allow Dist in Year of Term?

    By AmyETPA, June 13, 2022
    • 6 replies
    • 720 views
    • 
    • Nate S
    • June 16, 2022

17. Does this sound OK?

    By Santo Gold, July 10, 2015
    • 6 replies
    • 1.1k views
    • 
    • david rigby
    • July 15, 2015

18. Days vs Months for eligibility

    By BG5150, June 14, 2022
    • 6 replies
    • 1.7k views
    • 
    • Nate S
    • June 23, 2022

19. 415 limit for profit sharing plan with 3/31/2005 year end

    By Lynn Campbell, March 30, 2005
    • 6 replies
    • 1.4k views
    • 
    • Lori Friedman
    • March 30, 2005

20. Leased Collectively Bargained Employees

    By Guest pension222, October 29, 2004
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • November 1, 2004

21. Attribution of Ownership to Minor Children

    By ERISA1, May 2, 2017   

    • controlled groups
    • attribution
    • (and 1 more)

      Tagged with:

      • controlled groups
      • attribution
      • affiliated service groups
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • May 4, 2017

22. Benefit, Right, Feature

    By Craig Schiller, February 16, 2016   

    • Former participants and BR&F
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 17, 2016

23. Affiliated Service Group Question

    By Dougsbpc, September 28, 2005
    • 6 replies
    • 2.9k views
    • 
    • smm
    • September 30, 2005

24. break-in-service

    By Guest umike, February 10, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • February 10, 2006

25. tax-treatment of second "job"

    By Guest anarchocap, October 29, 2004
    • 6 replies
    • 2.6k views
    • 
    • dh003i
    • November 1, 2004

26. Investment Companies demanding plan contribution checks have exact same name as Plan Name

    By RayJJohnsonJr, November 3, 2022
    • 6 replies
    • 1.1k views
    • 
    • RayJJohnsonJr
    • November 5, 2022

27. Will self-correction almost entirely replace the IRS’s Voluntary Correction Program?

    By Peter Gulia, January 4, 2023
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • January 15, 2023

28. Vesting Service and last day

    By Guest Serena, June 15, 2010
    • 6 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 17, 2010

29. Top Heavy Determination

    By Basically, February 1, 2022
    • 6 replies
    • 994 views
    • 
    • Basically
    • February 1, 2022

30. Individually Designed M/P Pension Plan.

    By MBCarey, September 13, 2002
    • 6 replies
    • 1.4k views
    • 
    • jaemmons
    • September 13, 2002

31. Two-Tiered Profit Sharing

    By jpod, October 3, 2014
    • 6 replies
    • 2.7k views
    • 
    • Bird
    • October 6, 2014

32. Fee Structure of MassMutual TPA Services

    By Susan S., September 4, 2015
    • 6 replies
    • 2.3k views
    • 
    • retireholiks
    • September 10, 2015

33. QJSA Explanation for MPPP

    By Guest Patrick Foley, May 12, 2004
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 20, 2004

34. Target Benefit with Beginning of Year Val Date

    By AndyH, May 8, 2003
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • May 9, 2003

35. Missing Participants

    By ERISAWiz, August 20, 2014
    • 6 replies
    • 1.4k views
    • 
    • SearchLight
    • August 20, 2014

36. LLC Taxed as Corporation- Still A Partnership under 1563?

    By Benefits Vet, September 2, 2020
    • 6 replies
    • 993 views
    • 
    • Benefits Vet
    • September 3, 2020

37. Top Heavy Contrib Subject to Coverage?

    By BG5150, October 26, 2020
    • 6 replies
    • 842 views
    • 
    • Lou S.
    • October 28, 2020

38. Temporary foreign workers - allowable exclusions?

    By Belgarath, January 5, 2023
    • 6 replies
    • 1.1k views
    • 
    • Belgarath
    • January 6, 2023

39. TPA service issues

    By eilano, November 17, 2005
    • 6 replies
    • 2.6k views
    • 
    • Erik Read
    • November 23, 2005

40. Eligibility for furloughed employees due to Covid

    By Belgarath, October 26, 2020
    • 6 replies
    • 742 views
    • 
    • Belgarath
    • October 28, 2020

41. Does this vesting schdule wording make sense?

    By BG5150, February 2, 2022
    • 6 replies
    • 890 views
    • 
    • Peter Gulia
    • February 4, 2022

42. Derelict TPA

    By TPApril, December 1, 2023
    • 6 replies
    • 1.8k views
    • 
    • Ilene Ferenczy
    • December 5, 2023

43. S-Corp shareholder took a loan

    By Guest Boilerburm, July 11, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 27, 2001

44. max compensation for points allocation

    By M Norton, April 25, 2011
    • 6 replies
    • 1.1k views
    • 
    • ESOP Guy
    • April 25, 2011

45. Partial Plan Term--Do Accounts HAVE to be distributed?

    By BG5150, April 14, 2025
    • 6 replies
    • 3.3k views
    • 
    • CuseFan
    • April 15, 2025

46. custodian vs trustee

    By Guest thill, November 29, 2006
    • 6 replies
    • 35.5k views
    • 
    • John G
    • February 15, 2013

47. DOT is last day or first day of PY questions

    By BG5150, December 1, 2021
    • 6 replies
    • 820 views
    • 
    • pmacduff
    • December 2, 2021

48. IRA rollover into DB

    By Cynchbeast, August 25, 2017
    • 6 replies
    • 709 views
    • 
    • Buffys Redrum
    • August 28, 2017

49. Granting prior service

    By Belgarath, February 10, 2021
    • 6 replies
    • 1.9k views
    • 
    • Belgarath
    • February 15, 2021

50. Adopting new profit sharing formula - is there a cutback?

    By PensionPro, August 12, 2025
    • 6 replies
    • 3.4k views
    • 
    • Ilene Ferenczy
    • August 14, 2025