Retirement Plans in General

5,751 topics in this forum

1. IRS memorandum on Otherwise excludable employees

   By Tom Poje, April 29, 2016
   • 5 replies
   • 975 views
   • 
   • Kevin C
   • May 4, 2016

2. Amendment to avoid audit

   By jmartin, December 22, 2016
   • 5 replies
   • 1.3k views
   • 
   • ESOP Guy
   • December 22, 2016

3. Vesting service related

   By Jakyasar, October 23, 2024
   • 5 replies
   • 1.4k views
   • 
   • Jakyasar
   • October 25, 2024

4. ICYMI - 2026 expected limits

   By John Feldt ERPA CPC QPA, October 24
   • 5 replies
   • 2.1k views
   • 
   • Lois Baker
   • October 27

5. Retirement Plans for Small Business Owners

   By Appleby, April 7, 2005
   • 5 replies
   • 1.5k views
   • 
   • david rigby
   • April 14, 2005

6. Forfeiture Accounts

   By Guest Iwonder, December 17, 2007
   • 5 replies
   • 3k views
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   • Bill Presson
   • March 9, 2009

7. When doing calculations for allocations for self-employed earned income for a retirement plan, does one just subtract the allocation for the employee(

   By Guest Enda80, April 22, 2009
   • 5 replies
   • 1.3k views
   • 
   • masteff
   • April 23, 2009

8. Service with predecessor who had no prior plan

   By Trekker, December 4, 2012
   • 5 replies
   • 2.2k views
   • 
   • Trekker
   • December 5, 2012

9. Accounting for Defaulted Loan

   By Cynchbeast, April 9, 2015
   • 5 replies
   • 2.9k views
   • 
   • Tom Poje
   • April 13, 2015

10. Should you always get a tax identification number for a retirement plan?

    By Will.I.Am, July 12, 2022
    • 5 replies
    • 2.8k views
    • 
    • AlbanyConsultant
    • July 14, 2022

11. Terminating participating employer of a PEP plan - spin-off required?

    By MrsMacias, October 24, 2024
    • 5 replies
    • 3k views
    • 
    • RatherBeGolfing
    • December 11, 2024

12. Adopting Employer

    By 401(k)athryn, October 25, 2017
    • 5 replies
    • 1.2k views
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    • 401(k)athryn
    • October 27, 2017

13. terminating and then starting a new plan

    By Santo Gold, September 26, 2019
    • 5 replies
    • 952 views
    • 
    • Luke Bailey
    • September 30, 2019

14. 410b Failure... huh?

    By Basically, September 23, 2022
    • 5 replies
    • 1k views
    • 
    • Basically
    • October 4, 2022

15. What is the minimum gateway in a combo plan?

    By Jakyasar, March 29, 2023
    • 5 replies
    • 699 views
    • 
    • CuseFan
    • March 30, 2023

16. Eligibility Based on Compensation

    By Just Me, September 28, 2015
    • 5 replies
    • 878 views
    • 
    • GBurns
    • September 30, 2015

17. Affiliated Service Group

    By Below Ground, April 9, 2019   

    • coverage concern
    • 5 replies
    • 984 views
    • 
    • Luke Bailey
    • April 15, 2019

18. Balance and 401k Loans

    By JOH, May 29, 2020
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • June 1, 2020

19. Leave of Absence

    By DP, September 18, 2003
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2003

20. Sponsorship of DB plan by inactive corporation

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

21. RETIREMENT FUND LOSSES

    By Guest JD698, October 10, 2008
    • 5 replies
    • 976 views
    • 
    • Guest
    • October 10, 2008

22. RMD not completed by 12/31/12

    By Cynchbeast, January 10, 2013
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • January 11, 2013

23. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer, April 29, 2021
    • 5 replies
    • 970 views
    • 
    • ConnieStorer
    • April 30, 2021

24. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE, April 4, 2018
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • April 8, 2018

25. Termination of Employment for Self-employed Owners

    By Alonzo Church, June 2, 2020
    • 5 replies
    • 1.6k views
    • 
    • Alonzo Church
    • June 2, 2020

26. Apparent "Catch-22" in money purchase pension plan funding:

    By Guest Patrick Foley, September 28, 2000
    • 5 replies
    • 2.1k views
    • 
    • rcline46
    • September 29, 2000

27. Participating employer goes away, is it a plan termination?

    By Flyboyjohn, November 19, 2015
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • November 20, 2015

28. Fidelity Bond Requirement

    By Guest ActuaryWannabe, June 29, 2004
    • 5 replies
    • 1.7k views
    • 
    • WDIK
    • June 29, 2004

29. Safe Harbor 401(k) P/S Plan & Defined Benefit Plan - Same Employer

    By Guest tgraham, November 10, 2004
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2004

30. The Cycle 3 restatement deadline for DC plans was July 31, 2022. That was a Sunday.

    By David Peckham, August 28, 2024
    • 5 replies
    • 1k views
    • 
    • david rigby
    • August 28, 2024

31. New Pension Plan for Mexican Employees

    By Guest HarveyC, May 21, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • May 23, 2002

32. Business purchased, purchase price paid through payroll

    By Belgarath, February 14, 2017
    • 5 replies
    • 568 views
    • 
    • Belgarath
    • February 14, 2017

33. Freeze MPPP

    By chris, August 12, 2002
    • 5 replies
    • 1.4k views
    • 
    • jaemmons
    • August 13, 2002

34. elimination of class of employees

    By Guest lindamichals, April 8, 2005
    • 5 replies
    • 2.2k views
    • 
    • jaemmons
    • May 31, 2005

35. "Finder's fee" for referring plans to TPA

    By Guest Sieve, October 19, 2010
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 20, 2010

36. Management Functions Definition

    By Floridaattorney, June 24, 2013
    • 5 replies
    • 1.4k views
    • 
    • K2retire
    • June 26, 2013

37. How will the 2017 tax reform affect small-business employers' formation of retirement plans?

    By Peter Gulia, December 19, 2017   

    • plan formation
    • 5 replies
    • 773 views
    • 
    • Peter Gulia
    • December 21, 2017

38. 5500-EZ not filed

    By Cynchbeast, May 14, 2013
    • 5 replies
    • 2.1k views
    • 
    • Effen
    • June 17, 2013

39. vesting and rehire?

    By Chippy, November 23, 2015
    • 5 replies
    • 991 views
    • 
    • Calavera
    • November 23, 2015

40. Black out notice and other disclosures

    By mjf06241972, June 3, 2020
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • June 4, 2020

41. DOMA

    By Cynchbeast, September 25, 2013
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • October 2, 2013

42. pension simplificaation

    By Larry M, November 12, 1998
    • 5 replies
    • 2.7k views
    • 
    • david rigby
    • November 29, 1998

43. "Private" Pension Plans Good Idea or Not?

    By Guest BobParks, September 3, 1998
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • September 12, 1998

44. Settlement agreement calls for no company contribution

    By ombskid, June 26, 2024
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 12, 2024

45. PS Non-elective Allocation... all HCE employees

    By Basically, January 6
    • 5 replies
    • 2.2k views
    • 
    • CuseFan
    • January 7

46. Key Employee Determination

    By Guest DTromb, May 17, 2006
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • May 18, 2006

47. Lifetime income illustrations - pooled plans

    By Belgarath, July 22, 2022
    • 5 replies
    • 984 views
    • 
    • Belgarath
    • July 22, 2022

48. Is schedule F equal to schedule C

    By Jakyasar, April 8, 2023
    • 5 replies
    • 1k views
    • 
    • Dare Johnson
    • April 10, 2023

49. Admin firms who do Davis-Bacon plans (government contracts)?

    By Guest CAM, July 17, 2000
    • 5 replies
    • 1.5k views
    • 
    • IRC401
    • July 18, 2000

50. amended corp tax return with increased PS deduction

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