Retirement Plans in General

5,753 topics in this forum

1. Vesting Service

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

2. Any way to avoid top heavy minimum?

   By Lynn Campbell, November 20, 1999
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • December 6, 1999

3. Drawbacks of Allowing In-Kind Distributions

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

4. COLA and Rollover Chart for 2007 and 2008

   By Gary Lesser, November 12, 2007
   • 8 replies
   • 1.9k views
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   • GMK
   • May 21, 2008

5. Disqualified Person / Prohibited Transaction?

   By Guest CABatty, September 21, 2007
   • 3 replies
   • 1.9k views
   • 
   • jpod
   • September 21, 2007

6. PS contributions to be "recurring & substansial"-what if they're not?

   By doombuggy, January 5, 2005
   • 13 replies
   • 1.9k views
   • 
   • Guest
   • January 7, 2005

7. participant statements - vesting

   By k man, April 16, 2007
   • 4 replies
   • 1.9k views
   • 
   • k man
   • April 17, 2007

8. What do you do with a recalcitrant participant?

   By Peter Gulia, August 1, 2018   

   • distribution
   • 21 replies
   • 1.9k views
   • 
   • ESOP Guy
   • April 4, 2019

9. self dealing prohibited transaction

   By R. Butler, May 20, 2011
   • 2 replies
   • 1.9k views
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   • Kevin C
   • May 25, 2011

10. Benefit Rights and Features - controlled group

    By Uncle Jack, January 24, 2017
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 30, 2017

11. Timing of Employer Partnership Contributions

    By Guest Janiele, March 26, 2010
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 2010

12. Can vested balances be used to reduce embezzled amount?

    By Guest Dianes, January 31, 2001
    • 6 replies
    • 1.9k views
    • 
    • david rigby
    • February 4, 2001

13. P.S. 58 Costs

    By Guest Barney Byrd, April 18, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 18, 1999

14. Real Estate Transaction

    By No Name, July 10, 2005
    • 6 replies
    • 1.9k views
    • 
    • JAY21
    • July 12, 2005

15. What is a "de minimis" difference in compensation inclusion percentage

    By JButtrick, October 10, 2003
    • 2 replies
    • 1.9k views
    • 
    • g8r
    • October 10, 2003

16. Does the type of ownership shares matter when determining if someone i

    By Guest michaelv, April 26, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 8, 2001

17. Controlled group - attribution of stock owned by trust to individual b

    By Guest Mary Mlock, November 1, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 1, 2000

18. How to Increase employee participation in 401-k plan

    By Guest Louis Gray, February 20, 2000
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • March 17, 2000

19. Wants to Split W-2 Incom to get a part as 1099

    By katieinny, March 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • katieinny
    • March 10, 2006

20. Discriminatory plan

    By Belgarath, May 11, 2006
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • May 12, 2006

21. Change in vesting rules

    By pbarrett, May 2, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 3, 2000

22. Family Attribution - Terminated Key

    By jmartin, December 19, 2011
    • 5 replies
    • 1.9k views
    • 
    • jmartin
    • February 26, 2014

23. Required Minimum Distribution

    By Guest bernverd, October 17, 2007
    • 7 replies
    • 1.9k views
    • 
    • PLAN MAN
    • October 18, 2007

24. How do you calculate interest for a 5330?

    By Guest Enda80, May 1, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 1, 2008

25. keogh contribution for sole prop with loss

    By Guest, April 13, 2005
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • April 13, 2005

26. use of compensation from prior employer

    By EGB, September 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • EGB
    • September 8, 1999

27. Which regulations might the next President put on hold?

    By Peter Gulia, November 14, 2024
    • 2 replies
    • 1.9k views
    • 
    • Peter Gulia
    • November 19, 2024

28. Looking for a sample ERISA 101(d) notice

    By Lynn Campbell, May 4, 2004
    • 0 replies
    • 1.9k views
    • 
    • Lynn Campbell
    • May 4, 2004

29. Average Benefits Test to pass coverage

    By BG5150, January 16, 2017
    • 14 replies
    • 1.9k views
    • 
    • Bird
    • January 18, 2017

30. Non resident aliens

    By Bird, October 8, 2008
    • 8 replies
    • 1.9k views
    • 
    • DMcGovern
    • October 9, 2008

31. Target Benefit Plan forfeitures

    By AdKu, October 16, 2019
    • 6 replies
    • 1.9k views
    • 
    • AdKu
    • October 29, 2019

32. Distributions

    By Guest perplexedbypensions, October 27, 2006
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • October 30, 2006

33. Qualified Replacement Plan, allocate earnings?

    By BG5150, May 1, 2014
    • 2 replies
    • 1.9k views
    • 
    • BG5150
    • May 2, 2014

34. Leased employees

    By Bird, December 1, 2009
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • December 9, 2009

35. Congress seems unlikely this week to legislate anything for retirement plans.

    By Peter Gulia, December 18, 2024
    • 3 replies
    • 1.9k views
    • 
    • Lou S.
    • December 18, 2024

36. Can someone get a copy of a Plan Document from Fed Govt

    By AndyH, February 7, 2005
    • 13 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 11, 2005

37. CG compensation: sole prop loss and s-corp in same year

    By AlbanyConsultant, August 24, 2020
    • 18 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • August 31, 2020

38. is this a controlled group?

    By Earl, September 20, 2006
    • 7 replies
    • 1.9k views
    • 
    • Earl
    • September 21, 2006

39. Money Purchase Plan Integrated Formula

    By eilano, August 19, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • August 20, 1999

40. Non-equity partners

    By BG5150, June 22, 2012
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • June 23, 2012

41. EGTRRA Changes to Involuntary Cash-out Rules - Effective Date?

    By Guest sgb, May 30, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 30, 2002

42. Life Insurance & Incidental Benefit Rule

    By R. Butler, September 4, 2008
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • September 4, 2008

43. Cannot locate deferred vested participants

    By mal, February 24, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 27, 2006

44. Do plans have to be amended by 3-28-05 for direct rollover rules?

    By Belgarath, September 29, 2004
    • 8 replies
    • 1.9k views
    • 
    • Bird
    • October 5, 2004

45. Coronavirus Pandemic & IRS Relief

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

46. EGTRRA and rollovers into a 401(a) plan.

    By Belgarath, May 9, 2002
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • May 9, 2002

47. Employee included by mistake

    By Basically, March 1, 2022
    • 16 replies
    • 1.9k views
    • 
    • Belgarath
    • March 16, 2022

48. Rollover from a designated Roth account

    By Guest bdemalignon, August 20, 2008
    • 8 replies
    • 1.9k views
    • 
    • ERISAnut
    • August 20, 2008

49. 1000 Hours Requirement

    By J2D2, May 4, 2004
    • 0 replies
    • 1.9k views
    • 
    • J2D2
    • May 4, 2004

50. Age Weighted Profit Sharing Plans

    By Guest MNJudy, October 27, 1998
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • October 29, 1998