Retirement Plans in General

5,772 topics in this forum

1. Court cases upholding sanctions for taxpayers who attribute their plan's lack of compliance to negligent third-party administrators

   By Guest Enda80, December 8, 2008
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • December 11, 2008

2. Court mandated Defined Benefit to Defined Contribution Conversion

   By jlf, October 15, 1999
   • 1 reply
   • 2.3k views
   • 
   • jlf
   • October 21, 1999

3. Coverable Employees?

   By Gilmore, May 14, 2004
   • 2 replies
   • 1.1k views
   • 
   • Gilmore
   • May 20, 2004

4. Coverage

   By gc@chimentowebb.com, March 8, 2022
   • 6 replies
   • 1.3k views
   • 
   • gc@chimentowebb.com
   • March 9, 2022

5. Coverage

   By Guest Sieve, February 3, 2009
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • February 3, 2009

6. Coverage for Collectively Bargained

   By Guest mo, August 11, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 11, 1999

7. Coverage of Board of Directors

   By lkpittman, February 12, 2001
   • 2 replies
   • 1.5k views
   • 
   • lkpittman
   • February 12, 2001

8. Coverage question

   By BG5150, April 6, 2017
   • 3 replies
   • 489 views
   • 
   • Tom Poje
   • April 6, 2017

9. Coverage Question - OEE Entry Dates

   By Gilmore, January 28, 2021
   • 1 reply
   • 782 views
   • 
   • Mike Preston
   • January 28, 2021

10. Coverage Requirements

    By Guest wlank, December 6, 2007
    • 3 replies
    • 1.2k views
    • 
    • Jim Chad
    • December 6, 2007

11. Coverage Test for Controlled Group--one co no longer in business

    By BG5150, December 3, 2018
    • 2 replies
    • 429 views
    • 
    • Kevin C
    • December 10, 2018

12. Coverage Testing - Three Year Testing Cycle

    By buckaroo, May 28, 2008
    • 3 replies
    • 1.9k views
    • 
    • JanetM
    • June 6, 2008

13. Coverage Testing (410(b) ) Query

    By Guest D_NITSCHE, November 6, 1998
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 6, 1998

14. Coverage testing and HCE determination

    By Guest JBeck, November 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2004

15. Coverage Testing and the ABT when employer has DC and DB plans

    By buckaroo, November 26, 2008
    • 0 replies
    • 939 views
    • 
    • buckaroo
    • November 26, 2008

16. coverage testing for a closed db pension plan - several questions

    By Guest GaryGaryGary, June 4, 2008
    • 3 replies
    • 2.1k views
    • 
    • ak2ary
    • June 7, 2008

17. Coverage Testing for Frozen DC Plan

    By chris, July 9, 2003
    • 2 replies
    • 2.3k views
    • 
    • chris
    • July 9, 2003

18. coverage testing in a DC plan

    By Belgarath, January 28, 2010
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • February 10, 2010

19. Coverage Testing on Controlled Group

    By Hokielady, August 4, 2015
    • 9 replies
    • 3.4k views
    • 
    • Hokielady
    • August 5, 2015

20. Coverage testing required for top-heavy contribution allocation?

    By John A, September 18, 2001
    • 2 replies
    • 2.2k views
    • 
    • John A
    • September 18, 2001

21. coverage testing with union employees

    By Guest terric, March 28, 2005
    • 3 replies
    • 3.1k views
    • 
    • AndyH
    • March 30, 2005

22. Coverage testing, terminated participant with zero hours but has post severance comp

    By Belgarath, March 22, 2022
    • 12 replies
    • 1.6k views
    • 
    • Nate S
    • March 25, 2022

23. Coverage Testing/Top Heavy Testing

    By Guest cherylb01, December 3, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • December 3, 2013

24. Coverage Transition Question

    By Gilmore, January 8, 2021
    • 6 replies
    • 1.7k views
    • 
    • Gilmore
    • January 9, 2021

25. Coverage, ADP testing, etc., when zero compensation

    By Belgarath, January 27, 2014
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 30, 2014

26. coverage/nondiscrimination testing

    By Belgarath, June 25, 2020
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • June 29, 2020

27. Coverage/nondiscrimination testing with non-participating Controlled group member

    By Belgarath, March 7, 2017
    • 1 reply
    • 407 views
    • 
    • Tom Poje
    • March 7, 2017

28. COVID withdrawal

    By thepensionmaven, March 22, 2022
    • 4 replies
    • 677 views
    • 
    • Lou S.
    • March 24, 2022

29. COVID-19 related loans

    By Cynchbeast, April 9, 2020
    • 1 reply
    • 756 views
    • 
    • Bird
    • April 10, 2020

30. COVID-19 related withdrawals and DB plans

    By Cynchbeast, April 8, 2020
    • 1 reply
    • 646 views
    • 
    • Bird
    • April 8, 2020

31. CPA firms performing both TPA functions and doing the audit.

    By R. Butler, August 6, 2002
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • August 6, 2002

32. CPC Question

    By Madison71, October 4, 2018
    • 5 replies
    • 1.1k views
    • 
    • Mr Bagwell
    • October 5, 2018

33. CRD from previous ER's Plan after layoff from current ER

    By CRBarnard, April 22, 2020
    • 8 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • April 23, 2020

34. Credit for prior service within controlled group

    By Cynchbeast, May 1, 2013
    • 9 replies
    • 7.7k views
    • 
    • austin3515
    • December 2, 2019

35. Credit for State of Maryland Pick up contribution

    By Godswill O. Uche, December 6, 2019
    • 1 reply
    • 553 views
    • 
    • Larry Starr
    • December 6, 2019

36. Credit Service for former NonResident Alien?

    By Gilmore, August 20, 2021
    • 2 replies
    • 612 views
    • 
    • Gilmore
    • August 23, 2021

37. Credit service prior to date of incorporation?

    By shERPA, October 16, 2015
    • 7 replies
    • 1.1k views
    • 
    • shERPA
    • November 4, 2015

38. credit-card question asked for a friend

    By dh003i, November 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 18, 2004

39. Crediting Service | Employee moves from foreign entity to US entity

    By DCqanda, March 26, 2021   

    • foreign
    • vesting service
    • (and 1 more)

      Tagged with:

      • foreign
      • vesting service
      • service
    • 2 replies
    • 932 views
    • 
    • C. B. Zeller
    • March 29, 2021

40. Crediting Service for Eligibility

    By buckaroo, September 6, 2007
    • 5 replies
    • 2.2k views
    • 
    • masteff
    • September 7, 2007

41. Creditor Protection for non-spouse beneficiary

    By Barbara, Wednesday at 12:52 AM
    • 0 replies
    • 175 views
    • 
    • Barbara
    • Wednesday at 12:52 AM

42. Creditor protection for QRP distributions

    By Guest BruceC, March 16, 2009
    • 1 reply
    • 933 views
    • 
    • Guest
    • March 17, 2009

43. Creditor protection IRA vs. Plan

    By Craig Schiller, March 27, 2013   

    • Creditor protection
    • 2 replies
    • 2.5k views
    • 
    • Craig Schiller
    • April 1, 2013

44. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant, July 14, 2022
    • 12 replies
    • 1.2k views
    • 
    • BG5150
    • July 27, 2022

45. cross testing the last deposit

    By AlbanyConsultant, November 30, 2016
    • 6 replies
    • 821 views
    • 
    • duckthing
    • December 7, 2016

46. Cross Testing with 2-Year Eligibility

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

47. Curing coverage issue in Target Benefit plan

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

48. Current status of all EGTRRA sunsets

    By masteff, October 20, 2009
    • 0 replies
    • 1.2k views
    • 
    • masteff
    • October 20, 2009

49. custodian fiduciary status

    By Guest cac1134, January 18, 2007
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • January 18, 2007

50. Custodian not releasing requested distributions

    By Guest moosegirl, May 12, 2004
    • 8 replies
    • 1.4k views
    • 
    • mbozek
    • May 12, 2004