Retirement Plans in General

5,772 topics in this forum

1. Conversion process, trades and overdrafts

   By MoJo, December 3, 2004
   • 2 replies
   • 1.3k views
   • 
   • MoJo
   • December 3, 2004

2. Conversion to Lump-Sum payout- Calculation

   By Appleby, March 29, 2007
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • March 29, 2007

3. Converting money purchase plan to 401(k)

   By Guest JD698, May 28, 2008
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • May 28, 2008

4. Converting Money Purchase to Profit Sharing

   By Guest rslagle224, October 16, 2001
   • 0 replies
   • 2.1k views
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   • Guest
   • October 16, 2001

5. Converting MP plan to DB plan

   By dmb, December 4, 2002
   • 0 replies
   • 1k views
   • 
   • dmb
   • December 4, 2002

6. Convertion of 403(a) Plan

   By Guest Tom:, May 19, 2009
   • 0 replies
   • 1.3k views
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   • Guest
   • May 19, 2009

7. Coordination of IRC 415, 412, 404

   By Guest mo again, August 23, 2000
   • 13 replies
   • 2.7k views
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   • Guest
   • September 8, 2000

8. Coordination of Union and Company sponsored plans

   By Guest brewbren, February 1, 1999
   • 0 replies
   • 1.6k views
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   • Guest
   • February 1, 1999

9. Coping with FAS 106

   By Guest Noelle, December 7, 2004
   • 3 replies
   • 1.1k views
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   • GBurns
   • December 8, 2004

10. Copy 1 of Form 1099-R

    By Guest PC, September 18, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • September 18, 2000

11. Copy of PLR

    By Appleby, May 7, 2007
    • 2 replies
    • 1.2k views
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    • Appleby
    • May 9, 2007

12. corbel volume submitter

    By Guest quinn the car fixer, December 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 16, 2004

13. Coronavirus Pandemic & IRS Relief

    By CuseFan, March 12, 2020
    • 19 replies
    • 1.9k views
    • 
    • Peter Gulia
    • March 23, 2020

14. Coronavirus-Related Distribution and Top Heavy

    By Gilmore, December 3, 2020
    • 1 reply
    • 433 views
    • 
    • Lou S.
    • December 3, 2020

15. Coronavirus-related distribution tax question

    By rocknrolls2, March 1, 2021
    • 1 reply
    • 461 views
    • 
    • RatherBeGolfing
    • March 1, 2021

16. Corp deduction on 2002 contribution

    By imchipbrown, August 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • September 2, 2003

17. Corp. Trustee/Self-Trustee

    By Christine Roberts, June 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • June 18, 1999

18. Corp/plan sponsor is owned by 2 individuals; becomes partnership owned by the two individuals' corps; can corporations participate in the partnership's retirement plan?

    By Gilmore, September 23, 2003
    • 2 replies
    • 2.2k views
    • 
    • Gilmore
    • September 23, 2003

19. Corporate acquisition/plan termination/415

    By Carol V. Calhoun, June 11, 2025
    • 2 replies
    • 3.5k views
    • 
    • Paul I
    • June 11, 2025

20. Corporate contributions to DC Contributions

    By Cynchbeast, March 6, 2020
    • 10 replies
    • 1k views
    • 
    • Larry Starr
    • March 9, 2020

21. Corporate merger situation

    By Belgarath, August 16, 2017   

    • 403(b) and simple-ira
    • 6 replies
    • 1.1k views
    • 
    • Belgarath
    • August 16, 2017

22. Corporate Partner as a plan sponsor

    By B21, April 28, 2015
    • 4 replies
    • 966 views
    • 
    • jpod
    • April 28, 2015

23. Corporate resolution dating

    By Belgarath, September 1, 2022
    • 4 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 7, 2022

24. Corporate transactions

    By Belgarath, May 8, 2018
    • 7 replies
    • 1.5k views
    • 
    • QDROphile
    • May 8, 2018

25. corporate year different than plan year

    By gregburst, October 4, 2016   

    • how much is deductible?
    • 7 replies
    • 2.2k views
    • 
    • My 2 cents
    • October 7, 2016

26. Corporation dissolved, plan continues

    By katieinny, March 30, 2006
    • 4 replies
    • 2.8k views
    • 
    • Ron Snyder
    • March 31, 2006

27. Corporation Versus Partnership Ownership

    By ETA Consulting LLC, October 9, 2017
    • 4 replies
    • 740 views
    • 
    • RatherBeGolfing
    • October 10, 2017

28. Correcting 15% non-deductible contributions

    By Guest William Lehman, June 15, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 15, 1999

29. Correcting Form 945

    By Guest terric, February 16, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • February 16, 2006

30. Correcting plan name

    By Cynchbeast, February 25, 2020
    • 6 replies
    • 682 views
    • 
    • Larry Starr
    • February 25, 2020

31. Correcting/Reporting Double Posted Employee Deferrals

    By Guest invstbnkr, February 23, 2005
    • 0 replies
    • 960 views
    • 
    • Guest
    • February 23, 2005

32. Correction by Plan Amendment - Rev. Proc. 2021-30

    By KMMB, December 2, 2021
    • 1 reply
    • 615 views
    • 
    • bito'money
    • December 10, 2021

33. Correction of pro-rata PS formula

    By Cynchbeast, May 5, 2017
    • 4 replies
    • 608 views
    • 
    • Kevin C
    • May 5, 2017

34. Correction of Top Heavy Failures; Covered by Two Plans

    By Powamow, November 7, 2021
    • 0 replies
    • 352 views
    • 
    • Powamow
    • November 7, 2021

35. Correction on Missed Deferrals

    By CTCKOH, July 10, 2023
    • 3 replies
    • 864 views
    • 
    • Paul I
    • July 13, 2023

36. corrective amendment

    By eilano, June 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 18, 2004

37. Cost Effective Software for Combined Plan Testing

    By Guest EMM118, April 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 28, 2006

38. Cost of FIS

    By 401kay, April 16, 2025
    • 0 replies
    • 3.3k views
    • 
    • 401kay
    • April 16, 2025

39. Cost of Setting Up Profit Sharing Plan

    By chris, February 21, 2000
    • 6 replies
    • 1.6k views
    • 
    • richard
    • March 15, 2000

40. Cost to print and mail enrollment kits--acceptable plan expense?

    By BG5150, March 17, 2022
    • 1 reply
    • 960 views
    • 
    • C. B. Zeller
    • March 17, 2022

41. Could a collective trust fund of a bank hold individual group annuity contracts?

    By Guest vantagepension, September 30, 2003
    • 7 replies
    • 14.2k views
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    • alanm
    • September 1, 2004

42. Counting hours for eligibility of part-time professionals

    By E as in ERISA, March 2, 2016   

    • eligbility hours years servic
    • 11 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 3, 2016

43. Counting hours for non-hourly employees

    By Santo Gold, December 22, 2004
    • 10 replies
    • 1.6k views
    • 
    • Santo Gold
    • January 5, 2005

44. Counting hours for salaried employees

    By katieinny, June 24, 2004
    • 13 replies
    • 9.5k views
    • 
    • AndyH
    • June 30, 2004

45. counting prior service for eligibility

    By Jakyasar, December 2, 2020
    • 7 replies
    • 1k views
    • 
    • Jakyasar
    • June 28, 2021

46. Counting prior service forever?

    By AlbanyConsultant, April 19, 2016
    • 8 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • April 22, 2016

47. Counting service with a predecessor ER--what entry date

    By BG5150, March 22, 2019
    • 7 replies
    • 4.8k views
    • 
    • Kevin C
    • March 26, 2019

48. Counting service with a prior employer.

    By katieinny, February 19, 2003
    • 0 replies
    • 1.2k views
    • 
    • katieinny
    • February 19, 2003

49. counting vesting YOS

    By Santo Gold, June 12, 2019
    • 6 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 14, 2019

50. County Money rolling into a 401(k) Plan?

    By Guest KarenLS, January 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alonzo
    • January 6, 2000