Retirement Plans in General

5,781 topics in this forum

1. Estate administrator/executor duties

   By Belgarath, March 16, 2018
   • 6 replies
   • 853 views
   • 
   • jpod
   • March 16, 2018

2. Affiliated Service Group?

   By Guest bdb, August 1, 2000
   • 6 replies
   • 2.1k views
   • 
   • Guest
   • August 9, 2000

3. ASG for doctors and surgery center?

   By AlbanyConsultant, August 1, 2024
   • 6 replies
   • 2.3k views
   • 
   • Gina Alsdorf
   • August 21, 2024

4. Election to Cease Participation

   By BTG, June 27, 2014
   • 6 replies
   • 2.3k views
   • 
   • BTG
   • July 1, 2014

5. Employer paid health insurance for a domestic partner

   By Earl, December 30, 2015
   • 6 replies
   • 1.5k views
   • 
   • Peter Gulia
   • December 30, 2015

6. Startup Auto Enroll Tax Credit - Owner and Spouse Only Plan

   By Pensions2020, May 23, 2023
   • 6 replies
   • 1.3k views
   • 
   • Peter Gulia
   • May 24, 2023

7. Must a retirement plan’s fiduciary analyze competing rollover-IRA products?

   By Peter Gulia, March 17, 2017   

   • erisa; fiduciary; rollover; ira
   • 6 replies
   • 854 views
   • 
   • RatherBeGolfing
   • March 18, 2017

8. Is this an affiliated service group?

   By KateSmithPA, April 24, 2002
   • 6 replies
   • 1.7k views
   • 
   • Mike Preston
   • April 30, 2002

9. Father moving in repairs... 10% early dist penalty

   By Basically, February 17, 2025
   • 6 replies
   • 2.3k views
   • 
   • Peter Gulia
   • February 19, 2025

10. How often should Plan Trustees meet?

    By TPAnnie, April 13, 2016
    • 6 replies
    • 1.4k views
    • 
    • ESOP Guy
    • April 19, 2016

11. Plan TIN Nr

    By Guest Tess320, November 30, 2006
    • 6 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

12. Revenue Ruling 2004-11

    By Belgarath, February 4, 2004
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 6, 2004

13. Section 415(c) limits

    By Belgarath, June 11, 2007
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • June 12, 2007

14. NHCE moving to excluded class

    By Cynchbeast, May 22, 2015
    • 5 replies
    • 1.3k views
    • 
    • Cynchbeast
    • May 26, 2015

15. coverage testing in a DC plan

    By Belgarath, January 28, 2010
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • February 10, 2010

16. Profit Sharing Contribution 2 years late

    By Craig Schiller, March 24, 2014
    • 5 replies
    • 3.5k views
    • 
    • Craig Schiller
    • March 27, 2014

17. When Are the 2020 COLA Amounts Being Announced?

    By rocknrolls2, November 1, 2019
    • 5 replies
    • 1.5k views
    • 
    • Lois Baker
    • November 7, 2019

18. Prohibited Transaction

    By Guest lskin, May 3, 2006
    • 5 replies
    • 1.5k views
    • 
    • GBurns
    • May 5, 2006

19. audit required?

    By Lori H, February 6, 2009
    • 5 replies
    • 1.2k views
    • 
    • Lori H
    • February 26, 2009

20. Excise Tax

    By Dougsbpc, November 26, 2012
    • 5 replies
    • 1.4k views
    • 
    • Dougsbpc
    • November 29, 2012

21. Removal of in-service provision

    By Guest amybu99, May 14, 2008
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • May 14, 2008

22. Plan has no Designated Investment Alternatives, now what?

    By BG5150, July 9, 2020
    • 5 replies
    • 1.3k views
    • 
    • Gilmore
    • July 10, 2020

23. Loan as investment in DB Plan

    By dmb, September 12, 2003
    • 5 replies
    • 1.1k views
    • 
    • mbozek
    • September 16, 2003

24. Indexed limits for next year

    By Tom Poje, September 16, 2015
    • 5 replies
    • 1k views
    • 
    • mbozek
    • September 17, 2015

25. target benefit plan contribution

    By Ervin Barham, March 20, 2002
    • 5 replies
    • 2.4k views
    • 
    • AndyH
    • March 22, 2002

26. EFAST Signing alternative

    By Cynchbeast, June 10, 2013
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • June 11, 2013

27. One plan purchasing an investment from another

    By Dougsbpc, February 26, 2003
    • 5 replies
    • 1.4k views
    • 
    • Dougsbpc
    • February 28, 2003

28. Can Trustee be named by job title?

    By digger, December 7, 2018
    • 5 replies
    • 1.7k views
    • 
    • RPAS
    • December 11, 2018

29. DOL PT safe harbor

    By Guest Pennysaver, March 25, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2009

30. First RMD for 70.5

    By ldr, February 6, 2019   

    • rmd
    • distribution
    • 5 replies
    • 985 views
    • 
    • ldr
    • February 12, 2019

31. Safe Harbor contribution not made

    By pam@bbm, February 17, 2021
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • February 18, 2021

32. Controlled group related due to minor children

    By Jakyasar, December 9, 2021
    • 5 replies
    • 1.2k views
    • 
    • Jakyasar
    • December 10, 2021

33. Pre-approved plans and asset acquisitions

    By Carol V. Calhoun, December 6, 2024
    • 5 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • December 10, 2024

34. New Employer - Short Tax Year

    By Gilmore, December 16, 2025
    • 5 replies
    • 508 views
    • 
    • Gilmore
    • December 18, 2025

35. old topic - limited partnerships as an investment

    By thepensionmaven, February 13, 2022
    • 5 replies
    • 1.3k views
    • 
    • thepensionmaven
    • February 16, 2022

36. Control Group Brother-sister relationship

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

37. 5500 NEVER FILED UNTIL NOW

    By Dawn Hafner, October 2, 1998
    • 5 replies
    • 2.3k views
    • 
    • Ervin Barham
    • October 8, 1998

38. Can Normal Retirement Date require more than 5 years of service?

    By Guest michaelv, May 7, 2001
    • 5 replies
    • 2k views
    • 
    • AndyH
    • May 8, 2001

39. Transfer of non-vested money to another plan

    By Santo Gold, February 23, 2007
    • 5 replies
    • 3k views
    • 
    • david rigby
    • February 23, 2007

40. Excludable class of employees

    By Santo Gold, December 10, 2018
    • 5 replies
    • 1.1k views
    • 
    • JackS
    • December 13, 2018

41. Required Audit for Form 5500: 80-to-120 Rule

    By Guest wwest, August 10, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • August 19, 1999

42. Multiple employers, multiple matches

    By scarabrad, September 12, 2013
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • September 13, 2013

43. Eligibility Requirements of age 21 and 2 years of service...requires dual entry dates?

    By Guest Enda80, March 3, 2009
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • March 4, 2009

44. Contributions and Allocations

    By Guest Jim_Mauro9, December 2, 2009
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 3, 2009

45. IRS audit

    By Belgarath, February 7, 2014
    • 5 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 7, 2014

46. Eligibility Requirement

    By Archimage, May 10, 2007
    • 5 replies
    • 1.3k views
    • 
    • JanetM
    • May 10, 2007

47. Plan Document vs. Collective Bargaining Agreement

    By CuseFan, September 6, 2017
    • 5 replies
    • 3.8k views
    • 
    • Luke Bailey
    • September 14, 2017

48. When do the profit sharing contributions have to be deposited by?For a plan year that runs from 6/1/02 through 5/31/03?

    By Jilliandiz, October 6, 2003
    • 5 replies
    • 2k views
    • 
    • Mike Preston
    • October 7, 2003

49. No address, 1099-R

    By No Name, December 17, 2004
    • 5 replies
    • 2k views
    • 
    • No Name
    • December 18, 2004

50. Question for those with CPC Designation

    By Madison71, November 7, 2019
    • 5 replies
    • 1.2k views
    • 
    • Bri
    • November 8, 2019