Retirement Plans in General

5,781 topics in this forum

1. Settlement agreement calls for no company contribution

   By ombskid, June 26, 2024
   • 5 replies
   • 1.4k views
   • 
   • Luke Bailey
   • July 12, 2024

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

   By Basically, January 6, 2025
   • 5 replies
   • 2.2k views
   • 
   • CuseFan
   • January 7, 2025

3. Key Employee Determination

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

4. Lifetime income illustrations - pooled plans

   By Belgarath, July 22, 2022
   • 5 replies
   • 1k views
   • 
   • Belgarath
   • July 22, 2022

5. Is schedule F equal to schedule C

   By Jakyasar, April 8, 2023
   • 5 replies
   • 1.1k views
   • 
   • Dare Johnson
   • April 10, 2023

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

   By Guest CAM, July 17, 2000
   • 5 replies
   • 1.6k views
   • 
   • IRC401
   • July 18, 2000

7. amended corp tax return with increased PS deduction

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

8. Can a sole proprietor set up a 401k plan in 2021 for 2021?

   By Jakyasar, January 20, 2021
   • 5 replies
   • 840 views
   • 
   • Jakyasar
   • January 21, 2021

9. Minimum Distribution Rules. Why?

   By KIP KRAUS, February 16, 2001
   • 5 replies
   • 1.9k views
   • 
   • david rigby
   • February 20, 2001

10. What does "true up transfer" mean ?

    By Moe Howard, March 8, 2001
    • 5 replies
    • 4.7k views
    • 
    • actuarysmith
    • March 12, 2001

11. Anti-cutback rule for union employees in a plan covering both union and non-union employees

    By Belgarath, January 13
    • 5 replies
    • 511 views
    • 
    • Effen
    • January 14

12. Ownership attribution - children to parents

    By maverick, March 10, 2002
    • 5 replies
    • 2.5k views
    • 
    • Mike Preston
    • March 11, 2002

13. New company being formed

    By Belgarath, January 11, 2012
    • 5 replies
    • 1.1k views
    • 
    • masteff
    • January 12, 2012

14. exemption from auto enroll in a 401k plan

    By Santo Gold, September 1, 2024
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 4, 2024

15. Compensation for Owner of PC

    By thepensionmaven, March 10, 2025
    • 5 replies
    • 2.4k views
    • 
    • Bri
    • March 11, 2025

16. Fidelity Bond for Tax-exempt organization.

    By katieinny, November 19, 2002
    • 5 replies
    • 1.9k views
    • 
    • QDROphile
    • November 21, 2002

17. mutual fund investments in plans

    By Scuba 401, November 8, 2016
    • 5 replies
    • 677 views
    • 
    • Peter Gulia
    • November 8, 2016

18. Sole Prop becomes LLC

    By richard, November 12, 1999
    • 5 replies
    • 1.6k views
    • 
    • davef
    • November 16, 1999

19. How would the proposed investment-advice rule affect you?

    By Peter Gulia, November 1, 2023
    • 5 replies
    • 1k views
    • 
    • Peter Gulia
    • November 2, 2023

20. Reporting Tax withholding

    By imchipbrown, January 11, 2012
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • January 20, 2012

21. LOST PARTICIPANTS

    By Guest elizabeth, January 11, 1999
    • 5 replies
    • 2.3k views
    • 
    • flosfur
    • November 14, 2000

22. spousal consent to optional form

    By Beemer, July 8, 2016
    • 5 replies
    • 1.1k views
    • 
    • Beemer
    • July 11, 2016

23. Controlled group issue

    By Nood1e, July 26, 2018   

    • divorce
    • adopting employer
    • (and 1 more)

      Tagged with:

      • divorce
      • adopting employer
      • controlled group
    • 5 replies
    • 929 views
    • 
    • Nood1e
    • July 26, 2018

24. LLC Compensation

    By SMB, March 29, 2001
    • 5 replies
    • 2.3k views
    • 
    • E as in ERISA
    • February 7, 2003

25. Deductibility of contribution in excess of 415

    By Richard Anderson, December 13, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • April 1, 2002

26. When do you determine a CG or ASG?

    By Dalai Pookah, August 3, 2020   

    • affiliated service group
    • controlled group
    • 5 replies
    • 1.6k views
    • 
    • Purplemandinga
    • August 5, 2020

27. Termination date when participant receives severence pay.

    By Guest SPOT, January 7, 2002
    • 5 replies
    • 1.7k views
    • 
    • AndyH
    • January 9, 2002

28. Takeover Plan-Fail deduction limit

    By Guest MEWilson, September 29, 2004
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 30, 2004

29. Employer didn't make all of my payments into my Simple Plan account for many years. Where do I start to get my money and match money and interest reimbursed?

    By Philip, August 4, 2020   

    • simple plan
    • 5 replies
    • 842 views
    • 
    • Bill Presson
    • August 4, 2020

30. Plan to Plan transfers for a union population

    By Jpagano, January 20, 2021
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 22, 2021

31. Curing coverage issue in Target Benefit plan

    By chris, May 15, 2001
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • May 16, 2001

32. Union plan in a right to work state

    By K2retire, December 22, 2017
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • December 26, 2017

33. K1 with outside W2

    By ombskid, April 9, 2018
    • 5 replies
    • 726 views
    • 
    • ombskid
    • April 10, 2018

34. Split plans to avoid audit - with a twist

    By RatherBeGolfing, April 9, 2018
    • 5 replies
    • 963 views
    • 
    • RatherBeGolfing
    • April 10, 2018

35. Restatement windows for 403(b) and DC plans

    By Belgarath, January 8, 2024
    • 5 replies
    • 2.5k views
    • 
    • Belgarath
    • January 22, 2024

36. short plan year

    By thepensionmaven, May 10, 2016
    • 5 replies
    • 836 views
    • 
    • My 2 cents
    • May 10, 2016

37. Records Retention - ERISA & IRS -What do they say?

    By ljr, June 9, 2004
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 9, 2004

38. Mix and Match

    By J Simmons, December 29, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • January 9, 2009

39. Citation needed

    By thepensionmaven, December 26, 2014
    • 5 replies
    • 1.1k views
    • 
    • Gadgetfreak
    • December 29, 2014

40. Unclear Beneficiary Designation

    By Zorro1k, January 26, 2016   

    • Beneficiary
    • non-erisa
    • (and 2 more)

      Tagged with:

      • Beneficiary
      • non-erisa
      • unclear
      • designation
    • 5 replies
    • 2.1k views
    • 
    • Zorro1k
    • January 27, 2016

41. Settlement agreement does not mention plan

    By Guest JD698, March 30, 2004
    • 5 replies
    • 1.6k views
    • 
    • TBob
    • March 31, 2004

42. LLC Treated as Partnership?

    By LLC_Issue, March 11, 2016
    • 5 replies
    • 927 views
    • 
    • Lou S.
    • March 11, 2016

43. May A Plan Require A Participant To Be Employed On A Day Other Than Th

    By Guest Edward McElroy, December 30, 1998
    • 5 replies
    • 1.5k views
    • 
    • Wessex
    • January 28, 1999

44. RMD due date - confused

    By Jakyasar, November 2, 2023
    • 5 replies
    • 855 views
    • 
    • Lou S.
    • November 3, 2023

45. Employer contributes to profit-sharing plan before year-end; plan has

    By DP, November 28, 2000
    • 5 replies
    • 2.2k views
    • 
    • Erik Read
    • December 4, 2000

46. Is there a spouse?

    By Belgarath, November 19, 2007
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • November 19, 2007

47. Terminated plan, ER doesnt want to pay for 5500

    By BG5150, September 9, 2021
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • September 10, 2021

48. Business Closing

    By Basically, November 3, 2023
    • 5 replies
    • 1.6k views
    • 
    • Paul I
    • November 3, 2023

49. Has anyone else run into terminated participants who are rolling money

    By Guest sheadan, October 13, 2000
    • 5 replies
    • 1.8k views
    • 
    • Alf
    • October 19, 2000

50. Controlled group with company owned 100% by ESOP?

    By Belgarath, June 1, 2018
    • 5 replies
    • 3.4k views
    • 
    • Larry Starr
    • June 6, 2018