Retirement Plans in General

5,824 topics in this forum

1. Personnel Manual and Plan Document differ in eligibility criteria for 403(b)(9) non-electing church plan

   By KaJay, August 20, 2019
   • 7 replies
   • 1.4k views
   • 
   • KaJay
   • August 23, 2019

2. California incorporation conversion

   By pgold, August 22, 2019   

   • plan amendments?
   • 3 replies
   • 1.3k views
   • 
   • pgold
   • August 23, 2019

3. Employee refusal to allow corrective contribution to 403(b)?

   By KaJay, August 21, 2019
   • 4 replies
   • 1.6k views
   • 
   • Patricia Neal Jensen
   • August 22, 2019

4. Mortgage as profit sharing investment

   By ombskid, August 20, 2019
   • 7 replies
   • 2k views
   • 
   • Lou S.
   • August 21, 2019

5. SARs (get masks to cover your mouth from the germs)

   By Bri, August 16, 2019
   • 12 replies
   • 2.4k views
   • 
   • Bri
   • August 21, 2019

6. Bankruptcy Protection - Sole Proprietor

   By ConnieStorer, August 13, 2019
   • 12 replies
   • 2.3k views
   • 
   • Luke Bailey
   • August 15, 2019

7. household employee of business owner

   By J Simmons, August 13, 2019
   • 3 replies
   • 2.2k views
   • 
   • J Simmons
   • August 13, 2019

8. Can AA reference the CBA for eligibility criteria?

   By BG5150, August 9, 2019
   • 7 replies
   • 2.3k views
   • 
   • FormsRstillmylife
   • August 13, 2019

9. projected limits

   By Tom Poje, August 13, 2019
   • 0 replies
   • 987 views
   • 
   • Tom Poje
   • August 13, 2019

10. What regulation says a plan doesn’t tax-qualify if not administered according to its written plan?

    By Peter Gulia, August 6, 2019   

    • internal revenue code § 401(a)
    • 15 replies
    • 4k views
    • 
    • loserson
    • August 8, 2019

11. 414(s) testing questions

    By BG5150, August 7, 2019
    • 9 replies
    • 3.9k views
    • 
    • BG5150
    • August 8, 2019

12. Executives Voluntarily Taking Reduced Contribution

    By jukeboy56, August 5, 2019
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 6, 2019

13. 403(b)(9) church plan - VCP

    By KaJay, August 2, 2019   

    • vcp/epcrs correction
    • 6 replies
    • 1.9k views
    • 
    • KaJay
    • August 6, 2019

14. Investment Courses as Plan (Trustee) Expense

    By Dalai Pookah, July 31, 2019   

    • plan expenses
    • trustee
    • 7 replies
    • 1.4k views
    • 
    • Dalai Pookah
    • August 5, 2019

15. update to SS-4 TIN website - SSN required?

    By justanotheradmin, January 2, 2018   

    • ss-4
    • tin
    • (and 1 more)

      Tagged with:

      • ss-4
      • tin
      • irs
    • 10 replies
    • 7k views
    • 
    • ERISAcpr
    • August 1, 2019

16. splitting one plan into two... in the same asset contract?

    By AlbanyConsultant, July 31, 2019
    • 2 replies
    • 983 views
    • 
    • chc93
    • July 31, 2019

17. Money withheld for a now-closed SIMPLE IRA

    By BG5150, July 30, 2019
    • 0 replies
    • 775 views
    • 
    • BG5150
    • July 30, 2019

18. Terminated plan - money remaining

    By Cynchbeast, July 25, 2019
    • 11 replies
    • 2.8k views
    • 
    • Bird
    • July 29, 2019

19. Legal Opinion

    By Renafesq, July 24, 2019
    • 4 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • July 25, 2019

20. IRS Quality Assurance Bulletin 2006-3, Part-Time Employees Revisited

    By Everett Moreland, February 16, 2006
    • 3 replies
    • 5.4k views
    • 
    • BG5150
    • July 16, 2019

21. projected limits

    By Tom Poje, July 11, 2019
    • 0 replies
    • 721 views
    • 
    • Tom Poje
    • July 11, 2019

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

    By msmith, July 9, 2019
    • 9 replies
    • 2.7k views
    • 
    • Tom Poje
    • July 11, 2019

23. Compensation

    By thepensionmaven, July 9, 2019
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 11, 2019

24. MPP & Missing or Nonresponsive Participant

    By FormsRstillmylife, June 26, 2019
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • July 10, 2019

25. Loans - Florida Stamp Tax

    By 52626, May 17, 2019
    • 8 replies
    • 6.2k views
    • 
    • Kphelps
    • July 10, 2019

26. TPA or Sponsor (client) to respond to employee requests

    By SSRRS, July 2, 2019
    • 16 replies
    • 3.1k views
    • 
    • jashendorf
    • July 9, 2019

27. ESOP Distribution installments after 5 years

    By O shack Hennesy, July 7, 2019   

    • distribution timing
    • distubution
    • (and 1 more)

      Tagged with:

      • distribution timing
      • distubution
      • timing
    • 2 replies
    • 1.4k views
    • 
    • Below Ground
    • July 9, 2019

28. DOL Plan audits

    By Belgarath, July 8, 2019
    • 1 reply
    • 1k views
    • 
    • rr_sphr
    • July 8, 2019

29. A "Series LLC"

    By Belgarath, July 8, 2019
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • July 8, 2019

30. Can one beneficiary form cover 2 retirement plans?

    By Cardscrazy, June 26, 2019   

    • esop
    • 401(k)
    • 8 replies
    • 1.9k views
    • 
    • ESOP Guy
    • July 8, 2019

31. operational compliance versus controlled group testing?

    By Draper55, July 2, 2019
    • 2 replies
    • 730 views
    • 
    • CuseFan
    • July 3, 2019

32. Looking for old Revenue Ruling 80-155

    By justanotheradmin, June 26, 2019
    • 6 replies
    • 3.4k views
    • 
    • Peter Gulia
    • June 28, 2019

33. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 5.3k views
    • 
    • NJ Mike
    • June 28, 2019

34. Top Heavy Dumb

    By thepensionmaven, June 26, 2019
    • 3 replies
    • 965 views
    • 
    • CuseFan
    • June 27, 2019

35. Self directed 401k

    By Lori moore, June 26, 2019
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • June 26, 2019

36. Blackout notice not sent--one participant

    By BG5150, June 25, 2019
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 26, 2019

37. Old Eligibility Requirements

    By ConnieStorer, June 26, 2019   

    • old rules.. age 25
    • 2 replies
    • 818 views
    • 
    • ConnieStorer
    • June 26, 2019

38. When Is A Business Entity Formally Recognized For Plan Purposes?

    By mming, June 21, 2019
    • 3 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • June 25, 2019

39. counting vesting YOS

    By Santo Gold, June 12, 2019
    • 6 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 14, 2019

40. Retired or not retired?

    By Peter Gulia, March 19, 2019   

    • minimum distribution; severance from employment
    • 41 replies
    • 4.9k views
    • 
    • Tom Poje
    • June 13, 2019

41. Termination of IRS Audit Assessment: Form 872T?

    By Tax Cowboy, May 28, 2019   

    • audit termination
    • 1 reply
    • 1.1k views
    • 
    • thepensionmaven
    • May 31, 2019

42. Pooled Profit Sharing

    By Nic, May 22, 2019
    • 20 replies
    • 4.5k views
    • 
    • Gilmore
    • May 30, 2019

43. compensation issue

    By Scuba 401, May 29, 2019
    • 1 reply
    • 832 views
    • 
    • Scuba 401
    • May 30, 2019

44. secure act

    By Tom Poje, May 23, 2019
    • 8 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 30, 2019

45. Secure Act passes House

    By Tom Poje, April 3, 2019
    • 10 replies
    • 1.7k views
    • 
    • Peter Gulia
    • May 22, 2019

46. Plan Eligibility

    By mjf06241972, May 21, 2019
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 21, 2019

47. former owner still in plan

    By Santo Gold, May 20, 2019
    • 1 reply
    • 910 views
    • 
    • Lou S.
    • May 20, 2019

48. Using the average benefits test for COVERAGE

    By Belgarath, May 3, 2019
    • 4 replies
    • 3.4k views
    • 
    • Tom Poje
    • May 20, 2019

49. Compensation while an excluded employee count?

    By BG5150, May 10, 2019
    • 7 replies
    • 1.9k views
    • 
    • CJ Allen
    • May 15, 2019

50. May a plan restrict distributions to direct-deposit?

    By Peter Gulia, May 3, 2019
    • 17 replies
    • 3k views
    • 
    • Peter Gulia
    • May 14, 2019