Retirement Plans in General

5,753 topics in this forum

1. Max dc contribution in separate plans

   By Guest Lil Anderson, October 12, 2006
   • 7 replies
   • 1.9k views
   • 
   • Below Ground
   • October 13, 2006

2. Top-heavy question originally posted by EScott 1/24/99 - one plan in '

   By Dave Baker, February 9, 1999
   • 3 replies
   • 1.9k views
   • 
   • Kathy
   • June 15, 1999

3. Retirment Plan Options for Small Businesses

   By Guest Bobclp, September 4, 2001
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • September 7, 2001

4. Foreign owned company wants to recognize service with the parent

   By BG5150, September 6, 2019
   • 4 replies
   • 1.9k views
   • 
   • casey72
   • April 17, 2024

5. IRS User Fees

   By Archimage, February 12, 2002
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • February 13, 2002

6. The definition of plan compensation.

   By Lori H, January 15, 2015
   • 3 replies
   • 1.9k views
   • 
   • Bird
   • January 16, 2015

7. Phased Retirement - Ideas?

   By waid10, August 12, 2005
   • 9 replies
   • 1.9k views
   • 
   • Erik Read
   • September 1, 2005

8. Loan default and deemed distribution

   By Cynchbeast, May 2, 2013
   • 6 replies
   • 1.9k views
   • 
   • BG5150
   • May 3, 2013

9. ASG / A-Org

   By JPIngold, October 31, 2017
   • 9 replies
   • 1.9k views
   • 
   • Christine Roberts
   • November 2, 2017

10. Service Spanning rule

    By cpc0506, April 4, 2016
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 5, 2016

11. Correcting 15% non-deductible contributions

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

12. Leased employee service

    By Guest rrbpsn, October 12, 2004
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • October 12, 2004

13. Sole Prop Profit Sharing Limit

    By richard, May 8, 1999
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • May 13, 1999

14. Incorrect Vesting % on Annual Statements

    By chris, June 3, 2002
    • 2 replies
    • 1.9k views
    • 
    • chris
    • June 4, 2002

15. DC plan w/ both union and non-union participants - top heavy treatment

    By Guest robin s vatalaro, October 26, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 27, 1998

16. Eligibility cutoff point

    By John A, October 19, 1999
    • 4 replies
    • 1.9k views
    • 
    • John A
    • October 20, 1999

17. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath, June 19, 2023
    • 13 replies
    • 1.9k views
    • 
    • TPABob
    • June 20, 2023

18. Employer operating both a SIMPLE IRA and 403(b) concurrently?

    By KaJay, January 28
    • 4 replies
    • 1.9k views
    • 
    • Patricia Neal Jensen
    • January 29

19. Can income from royalties be used to fund a qualified plan?

    By Guest arlene, October 7, 2004
    • 7 replies
    • 1.9k views
    • 
    • Lori Friedman
    • October 7, 2004

20. May an LLC establish the Equivalent of a Stock Option Plan

    By Guest McElroy, July 5, 2000
    • 2 replies
    • 1.9k views
    • 
    • IRC401
    • July 9, 2000

21. GUST Amendment for Terminating Plans

    By Christine Roberts, March 13, 2000
    • 7 replies
    • 1.9k views
    • 
    • Christine Roberts
    • September 18, 2000

22. Tax deferred savings plan options for S-Corp owners.

    By Guest MapleONE, January 7, 2003
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 7, 2003

23. American Benefits Council suggestion about missing or unresponsive participants

    By Peter Gulia, October 3, 2017   

    • missing; unresponsive; ebsa; fiduciary
    • 18 replies
    • 1.9k views
    • 
    • Peter Gulia
    • October 5, 2017

24. PT/Disqualified person

    By Scuba 401, December 29, 2020
    • 12 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 30, 2020

25. Failure to take required minimum distribution

    By Guest taj32z, September 29, 2003
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • September 29, 2003

26. Plan Language Limiting Alternate Payee's Access to Benefits...

    By Fielding Mellish, June 10, 2014   

    • Plan Operation
    • Plan Language
    • (and 1 more)

      Tagged with:

      • Plan Operation
      • Plan Language
      • QDRO
    • 5 replies
    • 1.9k views
    • 
    • Fielding Mellish
    • June 11, 2014

27. Salary deferrals in a Leveraged KSOP

    By Guest dwerntz, November 17, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 22, 2004

28. Advance contributions by HCE in participant-directed account plan.

    By David MacLennan, March 6, 2001
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • March 7, 2001

29. Amending Entry Dates

    By Guest merlin, September 4, 2002
    • 10 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 5, 2002

30. Prototypes

    By rlb64, August 8, 2006
    • 7 replies
    • 1.9k views
    • 
    • Jim Norman
    • August 14, 2006

31. Required Minimum distributions

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

32. NJ State Disability included in W-2 compensation

    By Guest mpark, February 18, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 18, 2004

33. How far does the IRS's reach extend?

    By Oh so SIMPLE, May 21, 2010
    • 11 replies
    • 1.9k views
    • 
    • masteff
    • May 21, 2010

34. Rollover into plan before becoming a participant

    By Belgarath, April 26, 2024
    • 10 replies
    • 1.9k views
    • 
    • Belgarath
    • August 16, 2024

35. How often is the employer the retirement plan’s only fiduciary?

    By Peter Gulia, September 5, 2024
    • 20 replies
    • 1.9k views
    • 
    • QDROphile
    • September 10, 2024

36. Coverage Testing - Three Year Testing Cycle

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

37. Participant overpaid in plan termination/how to recover funds from ove

    By Lynn Campbell, January 5, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 1999

38. TPA firms raising rates

    By R. Scott, November 3, 2023
    • 10 replies
    • 1.9k views
    • 
    • Belgarath
    • November 10, 2023

39. RMDs and CARES Act

    By waid10, April 28, 2020
    • 12 replies
    • 1.9k views
    • 
    • Larry Starr
    • April 29, 2020

40. Mandatory Employee Contributions to MPP Plan

    By Guest long, December 31, 2004
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2005

41. Who is the employer article

    By ESOP Guy, January 29
    • 5 replies
    • 1.9k views
    • 
    • CuseFan
    • February 18

42. Can a qualified plan (profit sharing) be custodied in trust account?

    By Guest LaurenG, October 11, 2011
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • October 12, 2011

43. How are years of service prior to age 18 disregarded?

    By John A, November 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • John A
    • November 9, 1999

44. MRD's- 98 Distribution received 9/99 - 1099 nightmare

    By Guest Laura Heinrich, September 8, 1999
    • 4 replies
    • 1.9k views
    • 
    • Alan Simpson
    • September 8, 1999

45. Restoration of forfeited benefits...

    By jaemmons, May 5, 2004
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 18, 2004

46. Transfer of Life Insurance into Plan

    By Guest, September 14, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 15, 1999

47. Control groups for Investment Company

    By TPApril, February 28
    • 1 reply
    • 1.9k views
    • 
    • CuseFan
    • February 28

48. Davis-Bacon/State Prevailing Wage Statute Plan

    By Guest Edward McElroy, December 17, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 19, 1998

49. 2000 Sar

    By Cathy from Chicago, June 13, 2001
    • 0 replies
    • 1.9k views
    • 
    • Cathy from Chicago
    • June 13, 2001

50. ESOP shares

    By Bird, February 22, 2023
    • 14 replies
    • 1.9k views
    • 
    • Gilmore
    • February 28, 2023