Retirement Plans in General

5,781 topics in this forum

1. Mass-Submitter v. Non-Mass Submitter

   By Guest jcarlos, September 28, 2005
   • 5 replies
   • 2.2k views
   • 
   • WDIK
   • September 29, 2005

2. Benefits Reading - Best Places to Go

   By Madison71, October 4, 2017
   • 5 replies
   • 686 views
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   • Lois Baker
   • October 10, 2017

3. Actual I.R.C. text - good website?

   By justanotheradmin, February 2, 2024
   • 5 replies
   • 1.1k views
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   • Peter Gulia
   • February 2, 2024

4. Allocation of Forfeitures in Frozen MPPP

   By chris, July 10, 2006
   • 5 replies
   • 1.8k views
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   • chris
   • July 11, 2006

5. Small business exemption from having a fidelity bond for the retirement plan? Small business exemption from having a fidelity bond for the retirement

   By Guest Enda80, April 9, 2009
   • 5 replies
   • 3.1k views
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   • jpod
   • April 14, 2009

6. Preventing 402(g)(1) Failure

   By anonymousbl, August 2, 2016   

   • 402(g)(1)
   • 5 replies
   • 895 views
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   • Lou S.
   • August 2, 2016

7. HCE's want to opt out of forfeiture reallocation

   By R. Butler, June 5, 2013
   • 5 replies
   • 1.7k views
   • 
   • BG5150
   • June 5, 2013

8. My Retirement

   By jevd, May 7, 2020
   • 5 replies
   • 1k views
   • 
   • QPAetc
   • May 8, 2020

9. Form 5330

   By benpat3, October 23, 2008
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • October 27, 2008

10. Employer will not correct plan defects

    By shERPA, November 4, 2011
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • November 7, 2011

11. Acquisition, Affiliated Employer Exclusion and 410(b), 401(a)(4)

    By cheersmate, December 3, 2016   

    • Controlled Group
    • Affiliated Employers
    • (and 7 more)

      Tagged with:

      • Controlled Group
      • Affiliated Employers
      • Eligibility Exclusions
      • 410(b)
      • 401(a)(4)
      • Counting Employees
      • Eligible Compensation
      • Service Credits
      • Acquisitions
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 27, 2017

12. hour of service for on-call time

    By Guest kurt johansen, June 14, 2000
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • June 23, 2001

13. How is deductible limit calculated for a money purchase plan when plan

    By John A, April 22, 2002
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • April 23, 2002

14. Deadline for Adopting DB Plan?

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

15. Family Attribution - Terminated Key

    By jmartin, December 19, 2011
    • 5 replies
    • 2k views
    • 
    • jmartin
    • February 26, 2014

16. Mistake made in amount paid out to terminated participant

    By Guest Suzanne Bernhardt, November 9, 2001
    • 5 replies
    • 2.1k views
    • 
    • R. Butler
    • November 9, 2001

17. Rehired EE matter gets complicated by prior document language

    By katieinny, September 30, 2011
    • 5 replies
    • 1.5k views
    • 
    • katieinny
    • October 3, 2011

18. Discretionary Match

    By Nassau, January 30, 2013   

    • Last day of the plan year
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • February 13, 2013

19. In Service Distribution of the DC component of a DB Plan

    By Pxhesq, November 29, 2018
    • 5 replies
    • 783 views
    • 
    • C. B. Zeller
    • November 30, 2018

20. New Plan to me -> Business has Fiscal Year, Plan has Calendar Year

    By Basically, April 11, 2025
    • 5 replies
    • 3.6k views
    • 
    • david rigby
    • April 14, 2025

21. maximum service requirement

    By AndyH, July 10, 2003
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • July 11, 2003

22. Prohibited Transaction?

    By J Simmons, December 22, 2015
    • 5 replies
    • 1.1k views
    • 
    • masteff
    • December 23, 2015

23. Pre-Approved Plan Providers

    By Benefits Vet, September 9, 2019
    • 5 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • September 10, 2019

24. Going Paperless

    By waid10, June 8, 2009
    • 5 replies
    • 1.7k views
    • 
    • Monica Barnard
    • August 15, 2009

25. Simplify to just 70 1/2 for all employees

    By Oh so SIMPLE, October 6, 2010
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • October 6, 2010

26. Money Purchase PP

    By SWC, August 24, 2017
    • 5 replies
    • 746 views
    • 
    • ETA Consulting LLC
    • August 25, 2017

27. Vesting Service

    By Guest sammy, March 13, 2003
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 17, 2003

28. Late profit sharing contributions

    By Guest terric, October 8, 2004
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 22, 2004

29. Safe Harbor Match in AA

    By cpc0506, October 28, 2015
    • 5 replies
    • 978 views
    • 
    • BG5150
    • October 29, 2015

30. Tax court cases upholding the importance of an updated plan document

    By Guest Enda80, November 20, 2008
    • 5 replies
    • 1.6k views
    • 
    • J Simmons
    • November 20, 2008

31. Securities Lending

    By Guest Karen Geiger, June 1, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • June 28, 2000

32. No Plan Assets in 2020 - CARES Act Amendment still required?

    By L. S., August 26, 2022
    • 5 replies
    • 601 views
    • 
    • L. S.
    • September 6, 2022

33. Controlled Group -- Attribution

    By Guest rwest, March 5, 2004
    • 5 replies
    • 1k views
    • 
    • Mike Preston
    • March 6, 2004

34. When is a Year of Vesting Service Credited

    By ERISAAPPLE, March 14, 2018
    • 5 replies
    • 2.5k views
    • 
    • BG5150
    • March 14, 2018

35. Eligibility question: 1000 hours but less than 12 months

    By Santo Gold, July 2, 2020
    • 5 replies
    • 2.4k views
    • 
    • Bill Presson
    • July 8, 2020

36. Distribution made from corporate account

    By Belgarath, June 7, 2021
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • June 7, 2021

37. Qualified Replacement Plan

    By Guest2, November 27, 2024
    • 5 replies
    • 2.9k views
    • 
    • Artie M
    • December 11, 2024

38. Add a PS plan for 2023 to an existing 401k plan with EACA

    By Jakyasar, February 6, 2024
    • 5 replies
    • 907 views
    • 
    • Jakyasar
    • February 6, 2024

39. Is an independent audit required here?

    By Guest Don J. Smith, August 1, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • August 3, 2000

40. buying life insurance with rollover money

    By Santo Gold, September 6, 2005
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • September 10, 2005

41. Crediting Service for Eligibility

    By buckaroo, September 6, 2007
    • 5 replies
    • 2.2k views
    • 
    • masteff
    • September 7, 2007

42. Lump sum

    By Nothappy64, March 31, 2020
    • 5 replies
    • 844 views
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    • Mike Preston
    • April 2, 2020

43. Fees paid from participant accounts unintenionally

    By AmyETPA, February 6, 2024
    • 5 replies
    • 1.1k views
    • 
    • Paul I
    • February 7, 2024

44. Participant Request

    By chris, January 15, 2004
    • 5 replies
    • 1.2k views
    • 
    • chris
    • January 15, 2004

45. Prohibited transaction? A competitor for providing bundled DC Plan ser

    By Guest BNYMTC, July 3, 2000
    • 5 replies
    • 2.1k views
    • 
    • IRC401
    • July 9, 2000

46. MPP Contribution Deposit Deadline

    By Guest dlm, June 21, 1999
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 22, 1999

47. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16, October 7, 2016   

    • SIMPLE 401K SIMPLE IRA
    • Controlled Group
    • 5 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2016

48. Government plan language

    By Belgarath, September 11, 2019
    • 5 replies
    • 740 views
    • 
    • Belgarath
    • September 12, 2019

49. CARES Act provisions

    By Belgarath, April 1, 2020
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • April 17, 2020

50. Ownership structure and other issues

    By Jakyasar, February 4, 2022
    • 5 replies
    • 909 views
    • 
    • Jakyasar
    • February 7, 2022