Retirement Plans in General

5,751 topics in this forum

1. Freezing Money Purchase Pension Plan

   By chris, July 19, 1999
   • 1 reply
   • 2k views
   • 
   • Dowist
   • July 21, 1999

2. Rev Proc 2007-44

   By t.haley, October 15, 2009
   • 1 reply
   • 2k views
   • 
   • Kevin C
   • October 16, 2009

3. Both a DC and DB plan exist

   By Guest Enda80, July 31, 2008
   • 4 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • August 5, 2008

4. C Corp Contribution deadline

   By wally, September 7, 2017
   • 6 replies
   • 2k views
   • 
   • Belgarath
   • September 8, 2017

5. Erroneous Deposit of Money Owed to Plan

   By Christine Roberts, July 13, 2000
   • 2 replies
   • 2k views
   • 
   • pjkoehler
   • July 14, 2000

6. EGTRRA Remedial Amendment Period

   By J Simmons, April 17, 2008
   • 1 reply
   • 2k views
   • 
   • J Simmons
   • April 17, 2008

7. Affiliated Service Groups

   By Guest Kevin1, July 3, 2009
   • 7 replies
   • 2k views
   • 
   • Guest
   • July 6, 2009

8. Changing NRA assumption, is it a BRF issue?

   By Jakyasar, February 20
   • 3 replies
   • 2k views
   • 
   • Jakyasar
   • February 21

9. Beneficiary designated with a dollar amount?

   By Gilmore, October 14, 2024
   • 8 replies
   • 2k views
   • 
   • Peter Gulia
   • October 16, 2024

10. Unsure of Controlled Group Status

    By mming, June 27, 2006
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • June 27, 2006

11. How to Claim a refund for taxes withheld from dividends

    By Appleby, March 2, 2006
    • 4 replies
    • 2k views
    • 
    • Appleby
    • March 7, 2006

12. Monthly profit sharing allocations and last day provision

    By Guest Gibson, June 25, 2001
    • 3 replies
    • 2k views
    • 
    • AndyH
    • June 26, 2001

13. Vesting in Collectively Bargained Plans

    By dmb, April 26, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • April 26, 2002

14. Trust ID, Form SS-4

    By John Feldt ERPA CPC QPA, February 12, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2007

15. "401(a) Plan"???

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

16. amended corp tax return with increased PS deduction

    By himt4, March 26, 2007
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 28, 2007

17. 50% J&S with 20-year certain and life

    By LarryDavid, April 21, 2016
    • 6 replies
    • 2k views
    • 
    • jpod
    • April 21, 2016

18. PS Plan Deduction

    By David, October 15, 2005
    • 6 replies
    • 2k views
    • 
    • AndyH
    • October 17, 2005

19. timing for allocating employer contribution

    By Scuba 401, September 15, 2010
    • 7 replies
    • 2k views
    • 
    • TPApril
    • February 10, 2012

20. Trust ID numbers

    By Guest Mike Kimball, October 22, 1999
    • 6 replies
    • 2k views
    • 
    • Guest
    • December 14, 2001

21. Single Trust for Multiple Plans??

    By Guest halka, June 8, 1999
    • 1 reply
    • 2k views
    • 
    • Ervin Barham
    • June 9, 1999

22. Ideal Salary Calculations for more than one plan

    By Guest lkpcs, August 31, 1998
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 6, 1998

23. ABA JCEB Q and As

    By smm, August 7, 2003
    • 7 replies
    • 2k views
    • 
    • E as in ERISA
    • August 7, 2003

24. Husband and wife, each with their own businesses

    By Guest oxdougw, October 19, 2005
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 25, 2005

25. Forfeitures Used to Pay Administrative Expenses

    By Guest Edward McElroy, November 23, 1998
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • November 23, 1998

26. estimated increases in the limits

    By Tom Poje, August 18, 2011
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • October 14, 2011

27. No address, 1099-R

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

28. DATAIR USERS

    By Guest pdaniels, December 7, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 19, 1998

29. Comparability Plan Formula

    By Guest laurasbay, October 30, 2007
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • October 30, 2007

30. A good source to learn about New Comparability?

    By Lori H, December 1, 2014
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2014

31. 2014 Form 5307, Required Practioner's Statement?

    By Briandfox, June 24, 2015
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • June 29, 2015

32. Exclude independent contractor from plan

    By eilano, June 22, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • July 2, 2001

33. Two Plans

    By Guest Packer, October 30, 2007
    • 5 replies
    • 2k views
    • 
    • mwyatt
    • November 20, 2007

34. 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

35. Initial eligiblity computation period question

    By Guest Enda80, July 31, 2008
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • July 31, 2008

36. Integrated Money Purchase formula

    By Guest mpark, August 27, 2002
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • August 27, 2002

37. Plan Disqualification due to failure to make top heavy contribution.

    By katieinny, December 8, 2003
    • 6 replies
    • 2k views
    • 
    • Everett Moreland
    • December 9, 2003

38. Merging two plans

    By Guest cascigm, April 30, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • May 2, 1999

39. Money purchase plan with mandatory EE contribution

    By Guest Kelly Igel, July 23, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 23, 2001

40. Unclear Beneficiary Designation

    By Zorro1k, January 26, 2016   

    • Beneficiary
    • non-erisa
    • (and 2 more)

      Tagged with:

      • Beneficiary
      • non-erisa
      • unclear
      • designation
    • 5 replies
    • 2k views
    • 
    • Zorro1k
    • January 27, 2016

41. Do employee-benefits practitioners care about a government shutdown?

    By Peter Gulia, December 19, 2024
    • 8 replies
    • 2k views
    • 
    • Peter Gulia
    • December 21, 2024

42. Solo 401(k) nightmare

    By Guest Phil Schwartz, January 10, 2007
    • 6 replies
    • 2k views
    • 
    • WDIK
    • January 12, 2007

43. non-union pay for union employees?

    By AlbanyConsultant, June 16, 2023
    • 6 replies
    • 2k views
    • 
    • AlbanyConsultant
    • June 19, 2023

44. Securities Lending

    By Guest Karen Geiger, June 1, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • June 28, 2000

45. subchapter S corps and compensation

    By eilano, May 20, 2002
    • 7 replies
    • 2k views
    • 
    • actuarysmith
    • May 22, 2002

46. Top Heavy in Multiple Employer Plans

    By rcline46, January 9, 2013
    • 1 reply
    • 2k views
    • 
    • pmacduff
    • January 9, 2013

47. Form 5330 Signatures

    By Pension RC, October 11, 2017
    • 2 replies
    • 2k views
    • 
    • Bill Presson
    • October 13, 2017

48. Affiliated Service Group

    By ERISAAPPLE, July 31, 2018
    • 8 replies
    • 2k views
    • 
    • ERISAAPPLE
    • August 7, 2018

49. DOL Advisory Opinion 2006-03A

    By Jim Norman, March 29, 2006
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • March 30, 2006

50. Davis Bacon

    By Belgarath, May 7, 2015
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • May 7, 2015