Retirement Plans in General

5,772 topics in this forum

1. custodian vs trustee

   By Guest thill, November 29, 2006
   • 6 replies
   • 35.4k views
   • 
   • John G
   • February 15, 2013

2. Custom Benefit Plan?

   By Guest 10graham43, June 27, 2005
   • 0 replies
   • 1k views
   • 
   • Guest
   • June 27, 2005

3. Cut-back question

   By J2D2, July 17, 2002
   • 15 replies
   • 2.4k views
   • 
   • Kirk Maldonado
   • July 18, 2002

4. Cutback of Accrued Benefit

   By Christine Roberts, July 20, 1999
   • 2 replies
   • 1.5k views
   • 
   • Christine Roberts
   • July 21, 1999

5. Cycle 3 amendments for terminating plans

   By VeryOldMan, August 23, 2021
   • 4 replies
   • 1.2k views
   • 
   • Jakyasar
   • August 24, 2021

6. Cycle 3 deadline - Trust Agreement

   By Tom, August 8, 2022
   • 5 replies
   • 886 views
   • 
   • Bill Presson
   • August 8, 2022

7. Cycle 3 Restatements

   By DCPensionGal, January 19, 2022
   • 0 replies
   • 433 views
   • 
   • DCPensionGal
   • January 19, 2022

8. Cycle 4 DC plans

   By Belgarath, November 17, 2023
   • 6 replies
   • 1.7k views
   • 
   • Bri
   • November 20, 2023

9. Cyle 4 Pre-Approved Plans

   By FormsRstillmylife, Tuesday at 10:20 PM
   • 0 replies
   • 180 views
   • 
   • FormsRstillmylife
   • Tuesday at 10:20 PM

10. D-letter or no D-letter?

    By Belgarath, June 18, 2010
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 6, 2010

11. D.R.O.P Plans

    By Guest John J, May 19, 2007
    • 0 replies
    • 884 views
    • 
    • Guest
    • May 19, 2007

12. D.R.O.P Plans

    By Guest John J, May 21, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 23, 2007

13. D/B Plan with some D/C Limits under IRC 414(k)(2).

    By Guest wjr, November 8, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 8, 2000

14. Database to keep track of plans?

    By EBP, March 6, 2025
    • 12 replies
    • 2.9k views
    • 
    • BG5150
    • March 10, 2025

15. DATAIR USERS

    By Guest pdaniels, December 7, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 19, 1998

16. Date amendment must be signed on conversion of Money Purchase Plan to PS plan

    By Belgarath, October 18, 2021
    • 4 replies
    • 851 views
    • 
    • CuseFan
    • October 19, 2021

17. Date for late refunds: process or check date?

    By BG5150, April 19, 2022
    • 2 replies
    • 670 views
    • 
    • Nate S
    • April 21, 2022

18. Date of Plan Adoption

    By thepensionmaven, December 22, 2022
    • 2 replies
    • 644 views
    • 
    • CuseFan
    • December 23, 2022

19. Davis Bacon

    By Belgarath, May 7, 2015
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • May 7, 2015

20. Davis Bacon (Prevailing Wage)

    By Guest SAI Dave, November 15, 2002
    • 1 reply
    • 1.1k views
    • 
    • IRC401
    • November 16, 2002

21. Davis Bacon & Coverage testing

    By Guest penfirn, January 9, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 9, 2006

22. davis bacon contributions

    By Santo Gold, November 7, 2023
    • 5 replies
    • 1.3k views
    • 
    • CuseFan
    • November 8, 2023

23. Davis Bacon Deduction Issue/Failure

    By bevfair, November 15, 2013
    • 0 replies
    • 836 views
    • 
    • bevfair
    • November 15, 2013

24. Davis Bacon Plan

    By Guest Edward McElroy, December 5, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 5, 1998

25. davis bacon plan but without the davis bacon wages

    By Santo Gold, May 20, 2015
    • 1 reply
    • 711 views
    • 
    • shERPA
    • May 20, 2015

26. Davis Bacon Plans

    By Guest AHayhow, March 12, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 12, 2002

27. davis bacon plans

    By MJ Hartman, January 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • jaemmons
    • January 14, 2002

28. Davis Bacon Plans

    By PMC, June 11, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 2008

29. Davis Bacon plans annualization

    By Just Tri, May 15, 2020
    • 6 replies
    • 1.6k views
    • 
    • Just Tri
    • May 15, 2020

30. Davis Bacon Plans. I need bundled provider

    By Guest brettlopez, December 12, 2000
    • 2 replies
    • 1.8k views
    • 
    • MR
    • December 19, 2000

31. davis bacon prevailing wage plan

    By Guest pensiondoc, September 25, 1998
    • 7 replies
    • 4k views
    • 
    • Guest
    • July 27, 1999

32. Davis Bacon Profit Sharing Plans

    By Guest gaham, February 2, 1999
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • February 8, 1999

33. Davis-Bacon Contributions and 401k Safe Harbor

    By perkinsran, October 17, 2003
    • 0 replies
    • 1.5k views
    • 
    • perkinsran
    • October 17, 2003

34. Davis-Bacon plan

    By Guest PMiller, November 19, 2001
    • 2 replies
    • 2.6k views
    • 
    • IRC401
    • November 29, 2001

35. Davis-Bacon Plan Design

    By Guest SDR, August 4, 2009
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • August 7, 2009

36. Davis-Bacon/Prevailing Wage plan vesting

    By rcline46, June 3, 2005
    • 10 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • June 10, 2005

37. Davis-Bacon/State Prevailing Wage Statute Plan

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

38. Days vs Months for eligibility

    By BG5150, June 14, 2022
    • 6 replies
    • 1.6k views
    • 
    • Nate S
    • June 23, 2022

39. DB / DC Plan Dedcution Limit

    By Below Ground, January 5, 2011
    • 2 replies
    • 890 views
    • 
    • Below Ground
    • January 5, 2011

40. DB and SEP for S-corp

    By Nouri, December 15, 2016
    • 3 replies
    • 752 views
    • 
    • Lou S.
    • December 15, 2016

41. DB deduction

    By Guest Shrek'sconfused, October 29, 2007
    • 5 replies
    • 1.4k views
    • 
    • GBurns
    • September 6, 2008

42. DB for key employees

    By Guest Brian Melka, November 10, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 10, 1998

43. DB LRM's

    By Belgarath, February 2, 2007
    • 0 replies
    • 1.2k views
    • 
    • Belgarath
    • February 2, 2007

44. DB participant with union & non-union income

    By Cynchbeast, March 18, 2014
    • 4 replies
    • 1.2k views
    • 
    • PJF414
    • October 23, 2014

45. DB Plan - IRS DL -- Risk Transfer Language Disclosure

    By rocknrolls2, January 19, 2017
    • 0 replies
    • 491 views
    • 
    • rocknrolls2
    • January 19, 2017

46. DB plan - RMD related

    By Jakyasar, November 16, 2022
    • 6 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • November 21, 2022

47. DB plan combined with 403(b) in 2002

    By Belgarath, December 11, 2001
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • December 13, 2001

48. DB plan, 403(b) plan, and new DC plan

    By david rigby, October 6, 2004
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • October 7, 2004

49. DB Plan/LTD Participants/Freeze of Accrual

    By Guest jgferrei, November 13, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 13, 1998

50. DB restatement for PPA

    By Cynchbeast, August 28, 2018
    • 2 replies
    • 1.2k views
    • 
    • QP_Guy
    • August 29, 2018