Retirement Plans in General

5,772 topics in this forum

1. DB RMD - changed the plan year during 2020

   By Jakyasar, December 12, 2020
   • 1 reply
   • 559 views
   • 
   • Jakyasar
   • December 15, 2020

2. DB RMD related

   By Jakyasar, November 29, 2023
   • 4 replies
   • 992 views
   • 
   • CuseFan
   • November 30, 2023

3. DB SAR

   By K2, September 18, 2017
   • 4 replies
   • 488 views
   • 
   • Mike Preston
   • September 19, 2017

4. DB valuation and mid-year entrants

   By Cynchbeast, February 13, 2015
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • February 13, 2015

5. DB valuations as of first day of plan year

   By Cynchbeast, July 23, 2014
   • 9 replies
   • 4.1k views
   • 
   • John Feldt ERPA CPC QPA
   • July 25, 2014

6. DB/DC Combo - Gateway+top heavy

   By Jakyasar, March 13, 2021
   • 2 replies
   • 649 views
   • 
   • Jakyasar
   • March 14, 2021

7. DB/DC Gateway - What If Safe Harbor Match?

   By metsfan026, February 14, 2023
   • 6 replies
   • 1.1k views
   • 
   • CuseFan
   • February 14, 2023

8. DB/DC terminating during the year

   By Jakyasar, July 11, 2022
   • 6 replies
   • 1.3k views
   • 
   • Nate S
   • July 13, 2022

9. DC - 1 Exam.

   By Manish, June 17, 2017
   • 2 replies
   • 920 views
   • 
   • Manish
   • June 19, 2017

10. DC Contribution made to DB account

    By SSRRS, October 18, 2018
    • 1 reply
    • 474 views
    • 
    • david rigby
    • October 19, 2018

11. DC Eliminate Early Ret.?

    By John A, July 13, 2001
    • 10 replies
    • 2k views
    • 
    • AndrewZ
    • June 3, 2002

12. DC Plan Benchmarking

    By Hattie Greenan, August 13, 2015   

    • 401(k) plans
    • benchmarking
    • (and 1 more)

      Tagged with:

      • 401(k) plans
      • benchmarking
      • retirement plan data
    • 6 replies
    • 1.3k views
    • 
    • Hattie Greenan
    • August 18, 2015

13. DC plan did not restate for Cycle 3

    By Jakyasar, February 1, 2024
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • February 1, 2024

14. DC plan has standardized prototype but DB plan has volume submitter

    By Jakyasar, January 12, 2022
    • 2 replies
    • 496 views
    • 
    • Jakyasar
    • January 12, 2022

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. DC Plan with life insurance strategy /DOL PTE 92-6

    By Tax Cowboy, October 19, 2021   

    • defined contribution
    • life insurance
    • 3 replies
    • 1.4k views
    • 
    • Tax Cowboy
    • October 22, 2021

17. Deadline for Adopting DB Plan?

    By Scott, July 6, 2007
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • July 6, 2007

18. Deadline for Determination Letter Application for Initial Qualification

    By casey72, October 18, 2022
    • 2 replies
    • 1k views
    • 
    • EBP
    • October 21, 2022

19. Deadline for Determination Letter Request for Amended Plan

    By Guest wwest, October 4, 1999
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • October 5, 1999

20. Deadline for GUST SPD

    By Lynn Campbell, February 20, 2004
    • 1 reply
    • 1.3k views
    • 
    • mming
    • February 23, 2004

21. deadline for making employee contriubtion

    By thepensionmaven, September 12, 2018
    • 3 replies
    • 701 views
    • 
    • thepensionmaven
    • September 12, 2018

22. Death Audits

    By Guest toddlok, March 16, 2009
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 16, 2009

23. Death Benefit Payout Periods under SECURE Act

    By Belgarath, October 14, 2020
    • 2 replies
    • 530 views
    • 
    • cathyw
    • October 14, 2020

24. Death Benefits

    By Guest CHIEFS, November 20, 2002
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • November 21, 2002

25. Death benefits - protected?

    By Guest Sieve, June 28, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 28, 2008

26. Death of Employee in a Keough Plan

    By Guest carolinawind, September 23, 2004
    • 18 replies
    • 2.6k views
    • 
    • Tom Poje
    • September 29, 2004

27. Death of participant

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

28. Death of Participant - not will, etc.

    By Cynchbeast, March 4, 2009
    • 5 replies
    • 1.1k views
    • 
    • jevd
    • March 5, 2009

29. Death of Plan Administrator and Trustee

    By Guest tracys, February 11, 2004
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • February 12, 2004

30. Death of sole trustee

    By Egold, October 1, 2020
    • 4 replies
    • 1.4k views
    • 
    • Egold
    • October 2, 2020

31. Death of Spouse and rollovers

    By thepensionmaven, October 23, 2019
    • 2 replies
    • 747 views
    • 
    • thepensionmaven
    • October 23, 2019

32. Death of the MPPP?

    By Guest bdb, June 28, 2001
    • 22 replies
    • 5k views
    • 
    • Guest
    • August 6, 2002

33. Death of the owner/sole employee of a Profit Sharing plan.

    By Guest gregens, November 14, 2003
    • 6 replies
    • 8.2k views
    • 
    • Appleby
    • November 20, 2003

34. Death of trustee - brokerage house wants to segregate assets

    By ombskid, February 24, 2015
    • 8 replies
    • 1.3k views
    • 
    • ombskid
    • February 25, 2015

35. Death, RMD & unresponsive beneficiary

    By SusanKD, November 25, 2019
    • 3 replies
    • 987 views
    • 
    • Lou S.
    • November 25, 2019

36. Deceased employee vesting

    By Basically, September 30, 2024
    • 2 replies
    • 788 views
    • 
    • Gina Alsdorf
    • September 30, 2024

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. Declined for coverage

    By Guest parrot87, August 27, 2008
    • 11 replies
    • 2k views
    • 
    • Don Levit
    • August 29, 2008

39. Deductibility - change in corporate tax year

    By Guest bill parks, September 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 25, 2003

40. Deductibility of 2 Years of Contributions in One Year

    By mwyatt, March 28, 2018
    • 10 replies
    • 3.8k views
    • 
    • Mike Preston
    • April 11, 2019

41. Deductibility of Accrued Profit Sharing

    By Nassau, March 14, 2013
    • 2 replies
    • 8.2k views
    • 
    • QDROphile
    • March 14, 2013

42. Deductibility of contribution in excess of 415

    By Richard Anderson, December 13, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • April 1, 2002

43. Deductibility of Contributions

    By 401_noob, May 2, 2017   

    • 404a3
    • 2 replies
    • 528 views
    • 
    • 401_noob
    • May 2, 2017

44. Deductibility of contributions for S-Corp

    By Guest TracyAndrews, April 5, 2002
    • 14 replies
    • 9.9k views
    • 
    • Guest
    • April 12, 2002

45. Deductibility of late contributions

    By Dougsbpc, September 14, 2012
    • 1 reply
    • 902 views
    • 
    • ETA Consulting LLC
    • September 14, 2012

46. Deductibility of late profit sharing deposits

    By KateSmithPA, November 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • November 18, 2004

47. Deductibility of PS and mid-year entrant comp

    By BG5150, March 15, 2017
    • 2 replies
    • 529 views
    • 
    • Mike Preston
    • March 15, 2017

48. Deductibility question

    By Jakyasar, May 7, 2021
    • 1 reply
    • 436 views
    • 
    • CuseFan
    • May 7, 2021

49. Deductible Compensation

    By Lori Foresz, December 11, 2003
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • December 11, 2003

50. Deduction

    By Jakyasar, May 23, 2020
    • 3 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 25, 2020