Retirement Plans in General

5,781 topics in this forum

1. Can you exclude H-2A employees as a class?

   By Belgarath, November 11, 2020
   • 5 replies
   • 2.4k views
   • 
   • Artie M
   • November 12, 2020

2. Small Plan Audit Waiver

   By Belgarath, August 2, 2001
   • 5 replies
   • 1.8k views
   • 
   • AndyH
   • August 4, 2001

3. Restatements, trust documents, and recordkeeping platforms

   By Belgarath, April 16, 2021
   • 5 replies
   • 1.4k views
   • 
   • Belgarath
   • April 19, 2021

4. Self Employed Paired Plan with After-tax Contribution

   By SM, February 16, 2022
   • 5 replies
   • 1.5k views
   • 
   • CuseFan
   • February 17, 2022

5. Large loss/worthless asset

   By Chippy, March 28, 2017
   • 5 replies
   • 610 views
   • 
   • Flyboyjohn
   • March 30, 2017

6. Husband/Wife companies & controlled Group

   By Cynchbeast, May 19, 2020
   • 5 replies
   • 2.9k views
   • 
   • Luke Bailey
   • May 21, 2020

7. With a transfer of a plan’s assets and liabilities, does the transferor employer risk anything?

   By Peter Gulia, July 6, 2022
   • 5 replies
   • 799 views
   • 
   • rocknrolls2
   • July 7, 2022

8. Age Weighted Calc

   By No Name, April 5, 2005
   • 5 replies
   • 2k views
   • 
   • nancy
   • April 7, 2005

9. Valuation for a balance forward plan

   By Guest EPS2, April 17, 2008
   • 5 replies
   • 2.3k views
   • 
   • PLAN MAN
   • April 18, 2008

10. Death of Participant - not will, etc.

    By Cynchbeast, March 4, 2009
    • 5 replies
    • 1.1k views
    • 
    • jevd
    • March 5, 2009

11. Owner deceased-wife wants to rollover $

    By Cynchbeast, January 12, 2016
    • 5 replies
    • 711 views
    • 
    • Cynchbeast
    • January 14, 2016

12. Loan transferred to qualified replacement plan (QRP)

    By Jakyasar, February 22, 2021
    • 5 replies
    • 588 views
    • 
    • Jakyasar
    • February 26, 2021

13. Can one partner elect-out of participation in the partnership's retirement plan ?

    By Moe Howard, February 25, 2004
    • 5 replies
    • 2.2k views
    • 
    • pmacduff
    • February 25, 2004

14. Self Employed Calcs worksheet

    By Pammie57, February 29, 2016
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 1, 2016

15. UBIT or not to UBIT

    By JAY21, August 31, 2004
    • 5 replies
    • 1.5k views
    • 
    • JAY21
    • September 1, 2004

16. Timing of profit sharing contribution deduction for a not-for-profit employer

    By Guest Lisa Stifel, April 5, 2005
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • April 5, 2005

17. Controlled group - not adopted timely

    By Jakyasar, December 13, 2024
    • 5 replies
    • 2.2k views
    • 
    • Paul I
    • December 17, 2024

18. Excess contribution to Money Purchase

    By Guest deathbycashcall, August 7, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • August 14, 2002

19. Is this person a Key or Highly Compensated Employee/Standardized prototype question.

    By Beltane, June 23, 2005
    • 5 replies
    • 2.1k views
    • 
    • Beltane
    • June 23, 2005

20. Ideal Salary Calculations for more than one plan

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

21. Age based and new comparability plans

    By Moe Howard, August 29, 2002
    • 5 replies
    • 1.6k views
    • 
    • rcline46
    • August 30, 2002

22. Rollover into plan from a non-USA retirement plan

    By Santo Gold, December 16, 2016
    • 5 replies
    • 1.1k views
    • 
    • Santo Gold
    • December 21, 2016

23. need retirement benefits provider

    By Guest Diane D, November 4, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 9, 1998

24. Annuity benefit when merging money purchase and p/s plans.

    By Guest Thornton, September 13, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • December 12, 2001

25. Individual Accounts

    By Nassau, February 11, 2011
    • 5 replies
    • 1.1k views
    • 
    • rcline46
    • February 11, 2011

26. Exclude independent contractor from plan

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

27. Confirmation of Integrated Allocation knowledge

    By buckaroo, June 17, 2009
    • 5 replies
    • 1.8k views
    • 
    • buckaroo
    • June 17, 2009

28. Taking fees from termianted participants' accounts

    By BG5150, November 9, 2010
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • November 9, 2010

29. Any controlled group issues?

    By Jakyasar, February 22, 2022
    • 5 replies
    • 740 views
    • 
    • Nate S
    • February 23, 2022

30. Beneficiary for Participant w/ New Spouse

    By DP, July 18, 2002
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • July 19, 2002

31. TPA and financial fees paid to the TPA

    By Guest R. Daestrom, September 14, 2005
    • 5 replies
    • 2.1k views
    • 
    • E as in ERISA
    • September 19, 2005

32. 411(d)(6) protected benefit?

    By jkharvey, October 30, 2002
    • 5 replies
    • 1.4k views
    • 
    • Archimage
    • October 30, 2002

33. Might it make sense to omit a cash-out provision?

    By Peter Gulia, February 22, 2022   

    • cash-out
    • 5 replies
    • 1.1k views
    • 
    • CuseFan
    • February 23, 2022

34. Independent auditor report

    By thepensionmaven, August 24, 2016
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • August 26, 2016

35. Deemed CODA in a P.A.?

    By BG5150, March 30, 2017
    • 5 replies
    • 788 views
    • 
    • ETA Consulting LLC
    • March 30, 2017

36. eligibility - 2 year wait

    By Chippy, August 24, 2016
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • August 24, 2016

37. Foreign Owned Controlled Group

    By Below Ground, January 14, 2016   

    • Surprising new data.
    • 5 replies
    • 771 views
    • 
    • My 2 cents
    • January 15, 2016

38. To revalue or not to revalue?

    By John A, September 21, 1999
    • 5 replies
    • 1.7k views
    • 
    • richard
    • September 24, 1999

39. Attribution from trust

    By Bird, December 17, 2021
    • 5 replies
    • 988 views
    • 
    • Luke Bailey
    • December 21, 2021

40. TPA ethical question

    By Santo Gold, July 21, 2005
    • 5 replies
    • 1.8k views
    • 
    • JanetM
    • July 21, 2005

41. Prohibited Transaction question

    By k man, September 1, 2004
    • 5 replies
    • 1.4k views
    • 
    • k man
    • September 17, 2004

42. Profit Sharing Plan with rollover MP Accounts

    By ConnieStorer, April 17, 2024
    • 5 replies
    • 1.7k views
    • 
    • jsample
    • April 19, 2024

43. When someone has a money purchase plan, when must they include leased employees?

    By Guest Enda80, November 4, 2008
    • 5 replies
    • 1.2k views
    • 
    • GBurns
    • November 4, 2008

44. Amended Eligibility

    By Guest Cynthia Banarer, February 12, 2009
    • 5 replies
    • 2.4k views
    • 
    • WDIK
    • February 12, 2009

45. profit sharing allocation to rehired retiree

    By pmacduff, January 15, 2016
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • January 18, 2016

46. Forfeiture Reallocation

    By Chippy, October 21, 2014
    • 5 replies
    • 1.8k views
    • 
    • Chippy
    • October 21, 2014

47. Deadline for Determination Letter Request for Amended Plan

    By Guest wwest, October 4, 1999
    • 5 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • October 5, 1999

48. Controlled Group - vesting

    By Belgarath, February 26, 2021
    • 5 replies
    • 1.7k views
    • 
    • Belgarath
    • March 3, 2021

49. 1099 Income

    By Egold, November 30, 2022
    • 5 replies
    • 1.1k views
    • 
    • PamR
    • December 1, 2022

50. Minimum loan rate

    By Cynchbeast, June 4, 2015
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • June 6, 2015