Retirement Plans in General

5,753 topics in this forum

1. Required Minimum distributions

   By Chippy, April 5, 2018
   • 12 replies
   • 1.9k views
   • 
   • Lou S.
   • April 6, 2018

2. Last Day of Plan Year - Eligibility or Employment

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

3. That a retirement plan required no spouse's consent for a distribution before the participant's death meant a surviving spouse gets no portion of a $2.7 million benefit.

   By Peter Gulia, April 3, 2018   

   • qjsa; qpsa; survivor annuity; spouse
   • 48 replies
   • 5.5k views
   • 
   • ESOP Guy
   • April 12, 2018

4. Benefits, Rights and Features

   By thepensionmaven, April 3, 2018
   • 7 replies
   • 1.6k views
   • 
   • justanotheradmin
   • April 5, 2018

5. Deductibility of 2 Years of Contributions in One Year

   By mwyatt, March 28, 2018
   • 10 replies
   • 3.7k views
   • 
   • Mike Preston
   • April 11, 2019

6. Family Attribution

   By dan.jock, March 28, 2018
   • 1 reply
   • 730 views
   • 
   • Belgarath
   • March 29, 2018

7. 403(b)/401(k) aggregation REDUX!!! ? New rules?

   By scarabrad, March 28, 2018
   • 4 replies
   • 1.6k views
   • 
   • Bob the Swimmer
   • March 29, 2018

8. Bonding

   By Young Curmudgeon, March 28, 2018
   • 7 replies
   • 1.5k views
   • 
   • Larry Starr
   • April 1, 2018

9. Cross Testing with 2-Year Eligibility

   By ERISAAPPLE, March 27, 2018
   • 6 replies
   • 2k views
   • 
   • ERISAAPPLE
   • March 30, 2018

10. Def'n of beneficiary and spousal waiver - in ERISA?

    By AlbanyConsultant, March 27, 2018
    • 25 replies
    • 12.3k views
    • 
    • RatherBeGolfing
    • April 5, 2018

11. Self employed - IRA transfers funds to plan for employer contribution

    By Belgarath, March 20, 2018
    • 14 replies
    • 735 views
    • 
    • Larry Starr
    • March 21, 2018

12. Affiliated Service

    By thepensionmaven, March 19, 2018   

    • affiliated service
    • 3 replies
    • 593 views
    • 
    • austin3515
    • March 19, 2018

13. Refusal to participate in DC plan (maybe religous reasons?)

    By BG5150, March 16, 2018
    • 34 replies
    • 5.6k views
    • 
    • jpod
    • March 26, 2018

14. substantial and recurring contributions

    By Scuba 401, March 16, 2018
    • 11 replies
    • 2.7k views
    • 
    • Belgarath
    • November 24, 2020

15. Estate administrator/executor duties

    By Belgarath, March 16, 2018
    • 6 replies
    • 828 views
    • 
    • jpod
    • March 16, 2018

16. Not an ASG, but what is it?

    By shERPA, March 14, 2018
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 16, 2018

17. When is a Year of Vesting Service Credited

    By ERISAAPPLE, March 14, 2018
    • 5 replies
    • 2.4k views
    • 
    • BG5150
    • March 14, 2018

18. S-Corp Compensation

    By ERISAAPPLE, March 9, 2018   

    • definition
    • compensation
    • (and 1 more)

      Tagged with:

      • definition
      • compensation
      • s-corporation
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • March 12, 2018

19. Death of participant

    By Cynchbeast, March 8, 2018
    • 20 replies
    • 3k views
    • 
    • Peter Gulia
    • March 14, 2018

20. Possible Conrolled Group - Shared Employees

    By thepensionmaven, March 8, 2018
    • 4 replies
    • 788 views
    • 
    • thepensionmaven
    • March 9, 2018

21. IS this a Controlled Group

    By Pammie57, March 7, 2018
    • 5 replies
    • 874 views
    • 
    • Mike Preston
    • March 7, 2018

22. Joint operating Company 403b

    By bmore1147, March 6, 2018   

    • 403b
    • 3 replies
    • 743 views
    • 
    • Patricia Neal Jensen
    • March 14, 2018

23. Eligibility not protected--cite?

    By BG5150, March 1, 2018
    • 12 replies
    • 2.9k views
    • 
    • CJ Allen
    • March 6, 2018

24. Record Retention

    By Pension RC, February 28, 2018
    • 8 replies
    • 3.5k views
    • 
    • rhb401
    • March 2, 2018

25. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    By Sue B, February 22, 2018   

    • simple
    • qualified
    • (and 1 more)

      Tagged with:

      • simple
      • qualified
      • fiscal year
    • 4 replies
    • 1.1k views
    • 
    • Sue B
    • February 28, 2018

26. Transamerica to Require Use of TPAs for New Retirement Plan Business with Less Than $3M in Assets

    By Dave Baker, February 22, 2018
    • 0 replies
    • 722 views
    • 
    • Dave Baker
    • February 22, 2018

27. New Disabilty regulations

    By Belgarath, February 22, 2018
    • 7 replies
    • 935 views
    • 
    • Larry Starr
    • February 26, 2018

28. Investment no longer offered to staff, but HCE contributes; BRF issue?

    By BG5150, February 15, 2018
    • 2 replies
    • 608 views
    • 
    • Peter Gulia
    • February 15, 2018

29. proposed rule to decodify many Treasury regulations, including some about retirement plans

    By Peter Gulia, February 14, 2018   

    • rule; regulation
    • 11 replies
    • 1.5k views
    • 
    • shERPA
    • February 16, 2018

30. reasonable business classification

    By imchipbrown, February 13, 2018
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 14, 2018

31. Can we count K-1 earnings....2 companies

    By ldr, February 9, 2018   

    • controlled group
    • compensation
    • (and 2 more)

      Tagged with:

      • controlled group
      • compensation
      • llc
      • k-1
    • 6 replies
    • 1.1k views
    • 
    • Lou S.
    • February 9, 2018

32. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978, February 9, 2018
    • 8 replies
    • 1.6k views
    • 
    • Larry Starr
    • February 12, 2018

33. Outsourced CFO - affiliated service group

    By dan.jock, February 6, 2018
    • 3 replies
    • 780 views
    • 
    • Luke Bailey
    • February 8, 2018

34. New client has 1 participant MP Plan since 1999 but has treated it like a PS Plan

    By RayJJohnsonJr, February 2, 2018
    • 4 replies
    • 850 views
    • 
    • RayJJohnsonJr
    • February 6, 2018

35. PEOs

    By Madison71, January 31, 2018
    • 3 replies
    • 1.8k views
    • 
    • Madison71
    • February 1, 2018

36. New Jersey-Supplemental Annuity Collective Trust

    By joel, January 29, 2018
    • 2 replies
    • 1.6k views
    • 
    • joel
    • January 30, 2018

37. December 31 is a Sunday

    By Below Ground, January 29, 2018   

    • last day rule
    • 39 replies
    • 3.8k views
    • 
    • Larry Starr
    • February 10, 2018

38. Rule of Parity

    By ESOP Guy, January 26, 2018
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • January 29, 2018

39. Per diem exclusion and top heavy

    By pmacduff, January 26, 2018
    • 2 replies
    • 741 views
    • 
    • Larry Starr
    • January 30, 2018

40. 1099R Questions

    By Pammie57, January 25, 2018
    • 2 replies
    • 608 views
    • 
    • Pammie57
    • January 25, 2018

41. third party admin software programs

    By jeanh, January 24, 2018
    • 12 replies
    • 2.8k views
    • 
    • YogaTPA
    • February 28, 2018

42. QKA vs. CPFA

    By MjInvestments, January 22, 2018   

    • credentials
    • qka
    • (and 1 more)

      Tagged with:

      • credentials
      • qka
      • cpfa
    • 4 replies
    • 2.4k views
    • 
    • david rigby
    • January 23, 2018

43. Rollovers in Plan

    By Chippy, January 22, 2018
    • 4 replies
    • 1k views
    • 
    • Luke Bailey
    • January 22, 2018

44. Money purchase contribution dependent upon deferral to 403(b)

    By Belgarath, January 18, 2018
    • 6 replies
    • 836 views
    • 
    • Belgarath
    • January 19, 2018

45. Payment of plan expenses

    By ErisaGooroo, January 12, 2018
    • 7 replies
    • 1.7k views
    • 
    • ErisaGooroo
    • January 19, 2018

46. Final Rule - PBGC Missing Participants Program

    By Madison71, January 9, 2018
    • 2 replies
    • 640 views
    • 
    • Madison71
    • January 10, 2018

47. Form 2848 - IRS rep asking for practitioner's SSN

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.6k views
    • 
    • pmacduff
    • January 10, 2018

48. Earned Income From Separate Affiliates in Controlled Group

    By ERISAAPPLE, January 8, 2018
    • 5 replies
    • 938 views
    • 
    • Kevin C
    • January 9, 2018

49. update to SS-4 TIN website - SSN required?

    By justanotheradmin, January 2, 2018   

    • ss-4
    • tin
    • (and 1 more)

      Tagged with:

      • ss-4
      • tin
      • irs
    • 10 replies
    • 4.2k views
    • 
    • ERISAcpr
    • August 1, 2019

50. change plan sponsor

    By M Norton, December 27, 2017   

    • plan sponsor
    • change plan sponsor
    • 1 reply
    • 3.5k views
    • 
    • card
    • December 28, 2017