Retirement Plans in General

5,753 topics in this forum

1. DOL Advisory Opinion 2006-03A

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

2. Davis Bacon

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

3. 410(b) testing

   By lexi, May 10, 2007
   • 1 reply
   • 2k views
   • 
   • J Simmons
   • May 11, 2007

4. Is this a multiple employer plan?

   By Kirk Maldonado, October 3, 2001
   • 6 replies
   • 2k views
   • 
   • GBurns
   • October 8, 2001

5. Al Gore flexes his campaign muscles--the anti-cutback morass

   By Guest Franklin Evans, November 22, 1999
   • 1 reply
   • 2k views
   • 
   • Dave Baker
   • July 17, 2000

6. Bush's email address

   By AndyH, February 7, 2003
   • 0 replies
   • 2k views
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   • AndyH
   • February 7, 2003

7. Job hopping in a Controlled Group

   By KateSmithPA, November 14, 2001
   • 2 replies
   • 2k views
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   • jaemmons
   • November 15, 2001

8. Declined for coverage

   By Guest parrot87, August 27, 2008
   • 11 replies
   • 2k views
   • 
   • Don Levit
   • August 29, 2008

9. Different Waiting Periods/vesting for Different Groups of Employees

   By smm, March 20, 2006
   • 2 replies
   • 2k views
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   • smm
   • March 22, 2006

10. Multiple Employer Plans on Prototype

    By Guest jgordon, April 22, 2004
    • 4 replies
    • 2k views
    • 
    • KJohnson
    • April 22, 2004

11. ODBC vs. RTS versions

    By Guest TrustMe401k, January 27, 2000
    • 2 replies
    • 2k views
    • 
    • Earl
    • January 29, 2001

12. payroll period vs. date check issued

    By Guest durktracy, November 20, 2009
    • 2 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2009

13. Steep Penalty

    By SSRRS, February 17, 2022
    • 16 replies
    • 2k views
    • 
    • ESOP Guy
    • February 18, 2022

14. some highlights from the ASPA conference

    By Tom Poje, October 30, 2002
    • 4 replies
    • 2k views
    • 
    • Appleby
    • December 10, 2002

15. Spousal Consent to name a different beneficiary.

    By katieinny, December 11, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • December 11, 2002

16. QJSA Explanation for MPPP

    By Guest Patrick Foley, May 12, 2004
    • 6 replies
    • 2k views
    • 
    • Guest
    • May 20, 2004

17. Plan limits

    By Tom Poje, September 20, 2010
    • 12 replies
    • 2k views
    • 
    • Guest
    • October 28, 2010

18. Sponsorship of DB plan by inactive corporation

    By Guest ActuaryWannabe, August 12, 2004
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • August 13, 2004

19. incapacitated participant

    By Guest Jon G., December 20, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 21, 2006

20. Due Date For Contributions

    By Guest merlin, September 13, 2002
    • 4 replies
    • 2k views
    • 
    • mbozek
    • September 16, 2002

21. switching from self directed to pooled assets

    By betheeg, July 24, 2007
    • 4 replies
    • 2k views
    • 
    • betheeg
    • July 25, 2007

22. Related Employers (Coverage and Non-discrimination testing) Looking at

    By James Matt Ullakko, April 15, 2001
    • 0 replies
    • 2k views
    • 
    • James Matt Ullakko
    • April 15, 2001

23. Top Heavy Testing

    By Guest coryjat, February 4, 2007
    • 3 replies
    • 2k views
    • 
    • J Simmons
    • February 10, 2007

24. Beta Test Easy to use Plan Admin software

    By Guest SJPrince, December 1, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 1, 1998

25. Should be an easy eligibility question, but not really

    By Santo Gold, March 28, 2014
    • 7 replies
    • 2k views
    • 
    • jpod
    • April 1, 2014

26. vESTING ON TERMINATION

    By Guest Cbanarer, October 2, 1998
    • 1 reply
    • 2k views
    • 
    • imchipbrown
    • October 3, 1998

27. Definition of Comp for Sub-S Corp. Owner

    By Guest PLHart, June 19, 2009
    • 6 replies
    • 2k views
    • 
    • jevd
    • June 22, 2009

28. PEO & Leasing Company

    By Guest Sieve, September 25, 2008
    • 6 replies
    • 2k views
    • 
    • Don Levit
    • September 25, 2008

29. Plan Permanency Issue

    By Lucky32, October 3, 2022
    • 10 replies
    • 2k views
    • 
    • susieQ
    • October 24, 2022

30. Reallocation of forfeitures in QACA auto enroll plan

    By Guest Akkula, March 1, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 3, 2008

31. Restorative Payments Made to a Qualified Plan

    By Guest Edward McElroy, March 4, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 4, 1999

32. Prohibited Transaction Question

    By J Simmons, October 19, 2010
    • 11 replies
    • 2k views
    • 
    • Guest
    • October 20, 2010

33. GUST Restatements

    By Steve72, June 12, 2001
    • 0 replies
    • 2k views
    • 
    • Steve72
    • June 12, 2001

34. Timing of Profit Sharing Contribution/Deductibility

    By Pammie57, February 19, 2016
    • 10 replies
    • 2k views
    • 
    • jpod
    • April 7, 2016

35. Excluding HCEs

    By EmpbAF, November 11, 2022
    • 8 replies
    • 1.9k views
    • 
    • EmpbAF
    • November 17, 2022

36. Why Is It So Hard to Find Administrators

    By ERISA1, February 22, 2012
    • 6 replies
    • 1.9k views
    • 
    • shERPA
    • February 24, 2012

37. New Form 5307 (June 2014) - confusing

    By Trekker, July 16, 2014
    • 8 replies
    • 1.9k views
    • 
    • Trekker
    • July 28, 2014

38. Pro-rated limitation year (Sec. 415)

    By Lori Friedman, January 21, 2005
    • 6 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2005

39. Provisions of a Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 25, 2001

40. Reversion of Plan Assets

    By Guest LoloV, February 4, 2002
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • February 5, 2002

41. VCP Filing for missing GUST deadline

    By Guest dyoder, February 24, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 25, 2004

42. Form 5500 - Valuing Insurance Policies

    By Guest rkaplan, October 6, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • October 14, 1999

43. 410(B) Coverage Requirements and Controlled Groups

    By Guest Enda80, September 14, 2009
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • September 15, 2009

44. 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
    • 1.9k views
    • 
    • Mike Preston
    • October 7, 2003

45. SAR for one-participant plans

    By cpc0506, September 23, 2015
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • September 24, 2015

46. Continental Benefit Administrators, Inc.

    By chris, February 21, 2001
    • 2 replies
    • 1.9k views
    • 
    • chris
    • June 5, 2001

47. Vesting Service

    By Guest sammy, March 13, 2003
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 17, 2003

48. testing

    By Guest lskin, May 23, 2006
    • 9 replies
    • 1.9k views
    • 
    • Jim Norman
    • May 24, 2006

49. PS plan - excess contributions made during the plan year

    By Jakyasar, March 24, 2020
    • 8 replies
    • 1.9k views
    • 
    • ombskid
    • March 26, 2020

50. Drawbacks of Allowing In-Kind Distributions

    By chris, May 27, 2003
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • May 27, 2003