Retirement Plans in General

5,751 topics in this forum

1. ERISA BOND vs Theft insurance?

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

2. Predecessor Organization

   By KateSmithPA, August 6, 2001
   • 0 replies
   • 1.9k views
   • 
   • KateSmithPA
   • August 6, 2001

3. Default Beneficiary Designations

   By Belgarath, May 18, 2021
   • 8 replies
   • 1.9k views
   • 
   • Belgarath
   • May 20, 2021

4. Investment Options & Discrimination Rules

   By Guest cngriffin, May 12, 1999
   • 1 reply
   • 1.9k views
   • 
   • mwyatt
   • May 13, 1999

5. Ability to look outside the plan document

   By smm, April 20, 2005
   • 10 replies
   • 1.9k views
   • 
   • g8r
   • April 23, 2005

6. Eligibility - hourly and month requirement

   By Guest tajcc, August 4, 2008
   • 4 replies
   • 1.9k views
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   • masteff
   • August 4, 2008

7. Is the DoL ok with self-directed brokerage accounts?

   By BG5150, August 19, 2013
   • 3 replies
   • 1.9k views
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   • MoJo
   • August 20, 2013

8. Audit Fees Paid from the Plan Participant Accounts

   By Pammie57, October 15, 2019
   • 6 replies
   • 1.9k views
   • 
   • Bird
   • October 16, 2019

9. Puerto Rico Resident

   By Nassau, September 26, 2011
   • 4 replies
   • 1.9k views
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   • PensionPro
   • March 1, 2012

10. Multiple Employer Plan Document

    By Archimage, April 20, 2006
    • 8 replies
    • 1.8k views
    • 
    • Archimage
    • April 24, 2006

11. Investment options

    By Guest bba, December 30, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2005

12. Retroactive Cafeteria Plan Amendment

    By Madison71, March 25, 2010
    • 0 replies
    • 1.8k views
    • 
    • Madison71
    • March 25, 2010

13. Affiliated Service Group?

    By Guest tom w, September 3, 2009
    • 4 replies
    • 1.8k views
    • 
    • Young Curmudgeon
    • September 17, 2009

14. Salary continuation

    By Santo Gold, January 23, 2008
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • January 23, 2008

15. Performance Reviews

    By Guest boetgerinc, May 21, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 21, 1999

16. Reimbursing Fees

    By RosemaryCR, July 30, 2018   

    • fees
    • contributions
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 2, 2018

17. Prohibited Transaction/ERISA Violation?

    By lkpittman, November 27, 2001
    • 3 replies
    • 1.8k views
    • 
    • lkpittman
    • November 28, 2001

18. ERISA 204(h) Notice Due to Merger of MPP/PSP?

    By Christine Roberts, September 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 13, 2000

19. 410(b)(6)(C) Transition Rule - Required in Plan Document?

    By KJ2, June 21, 2017
    • 3 replies
    • 1.8k views
    • 
    • KJ2
    • June 23, 2017

20. mortality table amendment necessary?

    By jlea, June 8, 2008
    • 2 replies
    • 1.8k views
    • 
    • jlea
    • June 13, 2008

21. Forfeiture allocations to former employees

    By davef, August 10, 1999
    • 4 replies
    • 1.8k views
    • 
    • AndyH
    • December 28, 2000

22. Any problem in DC document not amended to reflect repeal of 415(e), an

    By John A, February 15, 2001
    • 6 replies
    • 1.8k views
    • 
    • AndyH
    • February 16, 2001

23. Checklist to determine Controlled Group Status

    By MarZDoates, December 12, 2002
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • December 12, 2002

24. SE income above comp limits

    By Guest EBC, September 8, 2001
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • September 10, 2001

25. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 1.8k views
    • 
    • jaemmons
    • April 28, 2005

26. Has any employer made a claim on a Fiduciary Warranty?

    By Peter Gulia, December 29, 2010
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • June 10, 2013

27. Combined 415 limits for an individual who is a participant (partner) i

    By Moe Howard, May 19, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 2000

28. 415 annual additions limit

    By Santo Gold, February 9, 2011
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 9, 2011

29. When can someone use a snap on amendment to amend a retirement plan document?

    By Guest Enda80, January 16, 2009
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 16, 2009

30. Step-Child of Owner: HCE or NHCE?

    By John Feldt ERPA CPC QPA, December 6, 2010
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • December 7, 2010

31. Top Heavy Minimums to Non-Key HCEs who have waived participation

    By Guest Effie Clark, April 25, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 26, 2002

32. 2023 Profit Sharing Contribution Not Deposited

    By TaxFLFuzz, February 25
    • 2 replies
    • 1.8k views
    • 
    • TaxFLFuzz
    • February 25

33. Sec 162 Executive Bonus Plan

    By Guest Mary Chandler, April 24, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 24, 2001

34. Any disadvantages to making top-paid group election to determine HCEs?

    By John A, February 21, 2001
    • 0 replies
    • 1.8k views
    • 
    • John A
    • February 21, 2001

35. Terminated plan, ER doesnt want to pay for 5500

    By BG5150, September 9, 2021
    • 5 replies
    • 1.8k views
    • 
    • Peter Gulia
    • September 10, 2021

36. Employee paid per mile

    By Monica Barnard, January 21, 2015
    • 12 replies
    • 1.8k views
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    • Belgarath
    • January 26, 2015

37. Due date for a profit sharing contribution for a non-profit organizati

    By AndyH, January 26, 2001
    • 1 reply
    • 1.8k views
    • 
    • Erik Read
    • January 26, 2001

38. In-kind Transfer for 401(k) plan from old trustee to new trustee

    By Guest kdddk14, September 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • September 29, 2009

39. Employer deducting money from check-without "reason"

    By Guest brink, March 5, 2002
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • March 14, 2002

40. Do you need to adjust compensation for family members of HCE to calcul

    By Guest Suzanne Bernhardt, November 8, 2001
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 8, 2001

41. definition of partial plan termination

    By Guest username1, January 13, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 14, 1999

42. Plan provision requirement for 415 Regs

    By Guest L337pwner5, August 24, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 25, 2008

43. 5500 Codes for Line 8a

    By Below Ground, April 21, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • April 21, 2006

44. Amendment To Add Last Day Requirement

    By mming, September 20, 2021
    • 15 replies
    • 1.8k views
    • 
    • chc93
    • September 24, 2021

45. Back-dated plan documents?

    By MJ Hartman, April 27, 2001
    • 5 replies
    • 1.8k views
    • 
    • MJ Hartman
    • May 8, 2001

46. Federal Withholding on Periodic (Annuity) Payments

    By KaJay, February 6   

    • w-4p
    • withholding
    • (and 1 more)

      Tagged with:

      • w-4p
      • withholding
      • periodic payment
    • 1 reply
    • 1.8k views
    • 
    • KaJay
    • February 10

47. Davis Bacon Plans. I need bundled provider

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

48. Does the sale of a division and associated transfer of plan assets and

    By John A, February 28, 2000
    • 3 replies
    • 1.8k views
    • 
    • Dowist
    • March 8, 2000

49. Dissolved Corporation as Plan Sponsor

    By Guest Patrick Foley, November 27, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 27, 2001

50. Control Group - Brother/Sister

    By Guest tajcc, December 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 28, 2006