Retirement Plans in General

5,772 topics in this forum

1. Contributions received for unenrolled individual with participating employer - Can we return [all] funds to employer?

   By KaJay, May 17, 2023
   • 0 replies
   • 374 views
   • 
   • KaJay
   • May 17, 2023

2. Contributions to Ineligible Employees

   By Guest ERead, September 8, 1998
   • 1 reply
   • 2.6k views
   • 
   • Guest
   • September 8, 1998

3. Contributions--timing of

   By Felicia, May 20, 2005
   • 2 replies
   • 1.2k views
   • 
   • Effen
   • May 20, 2005

4. Control Group - Brother/Sister

   By Guest tajcc, December 27, 2006
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • December 28, 2006

5. Control Group ... confirmation

   By K-t-F, November 12, 2020
   • 10 replies
   • 1.2k views
   • 
   • CuseFan
   • November 13, 2020

6. control group and changing ownership

   By JHalligan, October 12, 2022
   • 1 reply
   • 585 views
   • 
   • CuseFan
   • October 13, 2022

7. Control Group Brother-sister relationship

   By Stevo-PDX, October 26, 2005
   • 5 replies
   • 3.2k views
   • 
   • Belgarath
   • November 16, 2005

8. Control Group Contributions

   By Basically, August 13, 2024
   • 3 replies
   • 976 views
   • 
   • Basically
   • September 5, 2024

9. Control Group Definition

   By Guest Kerry, September 25, 1998
   • 1 reply
   • 3.8k views
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   • Dawn Hafner
   • September 25, 1998

10. Control Group Determination

    By Guest M. Martin, April 6, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 6, 2004

11. Control Group question

    By cpc0506, November 6, 2015
    • 0 replies
    • 576 views
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    • cpc0506
    • November 6, 2015

12. Control Group Question

    By Madison71, March 4, 2010
    • 3 replies
    • 1.4k views
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    • Guest
    • March 5, 2010

13. Control Group Testing

    By Guest LoloV, September 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 3, 2003

14. Control Groups

    By Guest terric, December 19, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 31, 2003

15. Control groups for Investment Company

    By TPApril, February 28, 2025
    • 1 reply
    • 1.9k views
    • 
    • CuseFan
    • February 28, 2025

16. Control-group/Non Control-group checklist?

    By Guest gpr, April 27, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • April 27, 1999

17. Controlled and Affiliated entity

    By SheilaD, July 26, 2013   

    • controlled group
    • affiliated service group
    • 3 replies
    • 1.7k views
    • 
    • GMK
    • July 29, 2013

18. Controlled Group

    By Guest karlin, March 23, 2004
    • 9 replies
    • 2.1k views
    • 
    • Earl
    • March 25, 2004

19. controlled group

    By eilano, April 14, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • April 14, 2004

20. Controlled group

    By bzorc, November 8, 2004
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • November 8, 2004

21. controlled group

    By thepensionmaven, April 6, 2011
    • 0 replies
    • 892 views
    • 
    • thepensionmaven
    • April 6, 2011

22. Controlled Group

    By Guest naveen, February 15, 2011
    • 0 replies
    • 778 views
    • 
    • Guest
    • February 15, 2011

23. Controlled group

    By Guest Sieve, December 7, 2009
    • 9 replies
    • 2.3k views
    • 
    • rcline46
    • December 9, 2009

24. Controlled Group

    By Belgarath, November 4, 2016
    • 4 replies
    • 820 views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2016

25. Controlled Group

    By jpod, June 15, 2012
    • 3 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

26. Controlled Group

    By chris, December 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • EGB
    • December 1, 1999

27. Controlled Group

    By Guest P Arpey, August 20, 2008
    • 9 replies
    • 2.5k views
    • 
    • buckaroo
    • September 24, 2008

28. controlled group

    By John Feldt ERPA CPC QPA, January 13, 2012
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 15, 2012

29. Controlled Group

    By dmb, July 23, 2003
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • July 28, 2003

30. Controlled Group

    By Blinky the 3-eyed Fish, February 4, 2008
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • February 5, 2008

31. Controlled Group

    By Guest kam, September 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 11, 2002

32. Controlled Group

    By Lou S., December 17, 2012
    • 0 replies
    • 764 views
    • 
    • Lou S.
    • December 17, 2012

33. Controlled group

    By Belgarath, July 22, 2016
    • 15 replies
    • 3.6k views
    • 
    • Bill Presson
    • October 27, 2017

34. Controlled Group

    By jpod, September 28, 2018
    • 1 reply
    • 581 views
    • 
    • jpod
    • September 28, 2018

35. Controlled group

    By Guest jim williams, September 11, 2002
    • 5 replies
    • 1.5k views
    • 
    • jaemmons
    • September 12, 2002

36. Controlled Group

    By Effen, November 16, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2005

37. Controlled Group

    By cpc0506, November 22, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • November 24, 2009

38. Controlled Group

    By cpc0506, November 22, 2009
    • 1 reply
    • 1k views
    • 
    • Guest
    • November 23, 2009

39. Controlled Group

    By DP, January 27, 2005
    • 1 reply
    • 977 views
    • 
    • smm
    • January 27, 2005

40. controlled group

    By Tom Poje, January 11, 2008
    • 7 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2008

41. Controlled Group

    By mming, August 11, 2006
    • 22 replies
    • 4.3k views
    • 
    • Moe Howard
    • August 29, 2006

42. controlled group

    By eilano, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 3, 2004

43. Controlled group - "spousal noninvolvement"

    By Belgarath, August 18, 2014
    • 0 replies
    • 890 views
    • 
    • Belgarath
    • August 18, 2014

44. Controlled Group - 410(b) transitional rule

    By dmb, August 31, 2004
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • August 31, 2004

45. Controlled Group - Adoption Agreement

    By Guest boetgerinc, October 19, 1999
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 21, 1999

46. Controlled Group - Affiliated Service Group

    By waid10, May 15, 2020
    • 3 replies
    • 904 views
    • 
    • Larry Starr
    • May 16, 2020

47. Controlled Group - any options

    By imchipbrown, November 10, 1999
    • 0 replies
    • 1.5k views
    • 
    • imchipbrown
    • November 10, 1999

48. Controlled group - attribution of stock owned by trust to individual b

    By Guest Mary Mlock, November 1, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 1, 2000

49. Controlled Group - change in ownership / mgmt function?

    By jmartin, December 21, 2011
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • December 21, 2011

50. Controlled Group - Combo plan deduction

    By Jakyasar, July 15, 2024
    • 1 reply
    • 484 views
    • 
    • Jakyasar
    • July 15, 2024