Retirement Plans in General

5,751 topics in this forum

1. 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

2. Code Section 414(s) Compensation Definitions

   By Guest Edward McElroy, March 2, 1999
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • March 2, 1999

3. Two Planners conflicting information on Controlled Groups

   By Guest Wesmon, May 11, 2012
   • 12 replies
   • 1.9k views
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   • Mike Preston
   • May 16, 2012

4. ESOP shares

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

5. Top Heavy Contribution to Frozen DC Plan

   By chris, April 24, 2003
   • 2 replies
   • 1.9k views
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   • Mike Preston
   • April 29, 2003

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

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

7. Red Flags Rule

   By Guest Dune, May 21, 2009
   • 4 replies
   • 1.9k views
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   • rcline46
   • July 31, 2009

8. Add-on DB for Union Employee

   By drakecohen, May 3, 2010
   • 3 replies
   • 1.9k views
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   • Mike Preston
   • May 6, 2010

9. Minimum Distribution Rules. Why?

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

10. I'm filling out a new adoption agreement (PSP)... for GUST. Can I sw

    By Moe Howard, October 18, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 21, 2002

11. Locating Missing Participants

    By Guest Liz Mikkelson, April 20, 1999
    • 4 replies
    • 1.9k views
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    • J. Bringhurst
    • November 21, 2000

12. Standardized and Non-Standardized Prototype Documents

    By Guest RS Vatalaro, February 12, 1999
    • 3 replies
    • 1.9k views
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    • Alan Simpson
    • February 15, 1999

13. 401(k) (non-union) and 403(b) (union)

    By waid10, February 2, 2010
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • February 3, 2010

14. Ap for Determination in Puerto Rico and Guam

    By Guest wendycatherine, August 3, 2001
    • 4 replies
    • 1.9k views
    • 
    • k man
    • July 9, 2004

15. Resigning on non-responsive clients

    By Guest JHeller, October 14, 2010
    • 3 replies
    • 1.9k views
    • 
    • Jim Norman
    • October 14, 2010

16. TPA lost (?) Beneficiary Designation, (Deceased Participant)

    By TCWalker, September 23, 2004
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • September 24, 2004

17. Determination Letter Application

    By Guest lvegas, February 22, 2005
    • 7 replies
    • 1.9k views
    • 
    • Alf
    • July 21, 2005

18. HCE Determination and 318 Stock Options

    By Guest rewarmus, March 1, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 1, 2001

19. Exclusive Benefit Rule

    By Guest TroyRiley, June 2, 2005
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • June 3, 2005

20. ASPPA conference

    By Tom Poje, October 24, 2005
    • 3 replies
    • 1.9k views
    • 
    • Leopurrd
    • October 24, 2005

21. Can you help me prepare for a speech?

    By Dave Baker, July 2, 2014
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 10, 2014

22. Why does the IRS insist upon pain of sanction that one may not maintain a model SEP alongside another retirement plan?

    By Guest Enda80, June 12, 2009
    • 4 replies
    • 1.9k views
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    • J Simmons
    • June 15, 2009

23. May a plan restrict distributions to direct-deposit?

    By Peter Gulia, May 3, 2019
    • 17 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 14, 2019

24. Timing of Required Deposit and 415

    By buckaroo, September 5, 2007
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • September 7, 2007

25. Statute of Limitations on 415 violations?

    By Guest Charlie Miller, December 15, 1999
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • December 20, 1999

26. What is a "retirement income account" for churches?

    By Guest vetat, October 6, 2000
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • October 6, 2000

27. Section 3401(a) compensation and section 129

    By Guest Rae, January 31, 2003
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • January 31, 2003

28. QPSA in a Money Purchase Pension

    By Guest gaham, May 5, 1999
    • 1 reply
    • 1.9k views
    • 
    • imchipbrown
    • May 5, 1999

29. 'Professional Service Agreement' with 501c3 Hospital

    By J Simmons, September 14, 2015
    • 9 replies
    • 1.9k views
    • 
    • J Simmons
    • September 15, 2015

30. Employees of foreign subsidiary and coverage testing

    By Guest Jim Debs, October 26, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 28, 1998

31. Terminating DC Plan

    By Guest Jim Brennan, October 7, 1998
    • 1 reply
    • 1.9k views
    • 
    • Lynn Campbell
    • October 8, 1998

32. Definition of Lump Sum Distribution

    By Guest PALAWYER, November 3, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 3, 1998

33. NON CASH CONTRIBUTION TO KEOUGH MPP

    By Guest GENE, October 22, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 1999

34. Share your experience.

    By Guest creative1, June 24, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 1999

35. disqualified person/party in interest?

    By k man, November 15, 2006
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • November 17, 2006

36. Does anyone know a good source for benchmarking retirement plan fees,

    By Guest JEC, November 7, 2000
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 12, 2013

37. 403(b) Plan and Money Purchase Plan

    By Belgarath, January 20, 2016
    • 8 replies
    • 1.9k views
    • 
    • Belgarath
    • January 21, 2016

38. Limited Liability Company Benefits

    By Christine Roberts, November 1, 1999
    • 0 replies
    • 1.9k views
    • 
    • Christine Roberts
    • November 1, 1999

39. Terminated Participant to pass 401(a)(4)- Vesting?

    By mefrancis1729, December 6, 2016   

    • terminated participant
    • vesting
    • (and 1 more)

      Tagged with:

      • terminated participant
      • vesting
      • 401(a)(4)
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • December 7, 2016

40. Multiple Employer Plan - Another Question

    By Guest cease, June 17, 2003
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • June 27, 2003

41. Prohibited Transaction

    By Randy Watson, April 22, 2008
    • 12 replies
    • 1.9k views
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    • Belgarath
    • May 13, 2008

42. Fidelity Bond for Tax-exempt organization.

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

43. Client desires to retroactively amend plan to lower the service requirement for plan entry; plan year ended 6 months ago

    By Guest wlank, December 3, 2003
    • 12 replies
    • 1.9k views
    • 
    • Guest
    • December 7, 2003

44. Combining MP & PS Plans (Elective Transfer Option)

    By Guest Paul Hinderegger, August 22, 2001
    • 1 reply
    • 1.9k views
    • 
    • davef
    • August 30, 2001

45. vesting question

    By eilano, December 13, 2006
    • 4 replies
    • 1.9k views
    • 
    • eilano
    • December 14, 2006

46. Restorative Payments

    By Guest ERISAAAAH, February 22, 2011
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 22, 2011

47. Is this individual an employee?

    By Santo Gold, April 25, 2018
    • 18 replies
    • 1.9k views
    • 
    • Belgarath
    • April 27, 2018

48. Two year entry

    By Karen McIver, April 1, 2021
    • 2 replies
    • 1.9k views
    • 
    • Karen McIver
    • April 1, 2021

49. Paying Expenses from Plan Assets

    By waid10, September 23, 2008
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • September 24, 2008

50. ERISA BOND vs Theft insurance?

    By Guest sugar daddy, February 8, 2011
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 2011