Retirement Plans in General

5,772 topics in this forum

1. Definition of Comp for Sub-S Corp. Owner

   By Guest PLHart, June 19, 2009
   • 6 replies
   • 2k views
   • 
   • jevd
   • June 22, 2009

2. Definition of Compensation in 401(a)(4) Testing (BRF)

   By Guest amg49, October 20, 2011
   • 1 reply
   • 2k views
   • 
   • Tom Poje
   • October 21, 2011

3. Definition of HCE - plan uses lookback year - when does new $85,000 de

   By Dave Baker, October 25, 1999
   • 16 replies
   • 3.7k views
   • 
   • IRC401
   • December 16, 1999

4. Definition of Highly Compensated employee for 2023 plan year

   By Belgarath, November 22, 2022
   • 1 reply
   • 1k views
   • 
   • CuseFan
   • November 22, 2022

5. Definition of Lump Sum Distribution

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

6. Definition of Non-Deductible contribution

   By Cynchbeast, September 6, 2013
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • September 6, 2013

7. Definition of Non-Key Employee & required TH minimum

   By Guest M. Martin, August 2, 2004
   • 8 replies
   • 3.4k views
   • 
   • jquazza
   • August 3, 2004

8. Definition of NRA

   By david rigby, May 8, 2002
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • March 22, 2003

9. definition of partial plan termination

   By Guest username1, January 13, 1999
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 14, 1999

10. Demutualization

    By Guest wwest, January 28, 2000
    • 3 replies
    • 1.7k views
    • 
    • JWK
    • February 14, 2000

11. Demutualizing of Annuity Provider

    By Christine Roberts, April 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • April 1, 1999

12. Denied eligibility after a certain age

    By Guest Ben S, December 10, 2001
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • December 10, 2001

13. dental layoffs due to Coronavirus - maybe rehiring?

    By AlbanyConsultant, March 17, 2020
    • 4 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • March 17, 2020

14. Dental practice with 3 plans

    By thepensionmaven, January 5, 2022
    • 13 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • January 24, 2022

15. Department of Labor investigation procedures?

    By Pension Panda, February 8, 2011
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 8, 2011

16. Deposit made before plan adopted

    By Jakyasar, August 22, 2022
    • 26 replies
    • 1.9k views
    • 
    • BG5150
    • August 30, 2022

17. Deposit not timely allocated to pariticpants' accounts

    By eilano, June 24, 2004
    • 0 replies
    • 985 views
    • 
    • eilano
    • June 24, 2004

18. Deposit of Employer Contribution

    By Below Ground, January 30, 2008
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • January 31, 2008

19. Depositing settlement proceeds from class action suits etc involving investments within the plan.

    By jevd, May 6, 2004
    • 4 replies
    • 1.3k views
    • 
    • jevd
    • May 10, 2004

20. Derelict TPA

    By TPApril, December 1, 2023
    • 6 replies
    • 1.8k views
    • 
    • Ilene Ferenczy
    • December 5, 2023

21. Derrin Watson -- Riding into the sunset

    By S Derrin Watson, November 20, 2025
    • 11 replies
    • 951 views
    • 
    • BG5150
    • November 24, 2025

22. design and philosophy of benefit plan

    By Guest wex4, September 3, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • September 6, 1998

23. Design-based safe harbor allocation formula

    By Belgarath, November 11, 2014
    • 4 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • November 11, 2014

24. Design-based safe harbor and salaried employees

    By Guest mcw, November 23, 2004
    • 4 replies
    • 1.3k views
    • 
    • jquazza
    • November 24, 2004

25. Design-Based Safe Harbor?

    By lkpittman, June 8, 1999
    • 4 replies
    • 2.5k views
    • 
    • lkpittman
    • June 10, 1999

26. Designating a Beneficiary

    By Guest pepe100, July 18, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • July 18, 2005

27. Designation of Beneficiary Form

    By Pammie57, February 5, 2024
    • 8 replies
    • 1.8k views
    • 
    • Peter Gulia
    • February 7, 2024

28. Designation of Beneficiary form

    By K-t-F, December 15, 2004
    • 10 replies
    • 1.5k views
    • 
    • Belgarath
    • December 17, 2004

29. Designing a 2020 plan when adopted in 2021

    By Jakyasar, January 5, 2021
    • 3 replies
    • 811 views
    • 
    • Jakyasar
    • January 8, 2021

30. Details of Company Pension Plans

    By Guest Cinadams, August 15, 2000
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2000

31. Determination Letter - Urgent Business Need

    By luissaha, September 11, 2014
    • 6 replies
    • 1.4k views
    • 
    • luissaha
    • September 12, 2014

32. Determination Letter - Permissively Aggregated Plans

    By Guest shaul, December 9, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 9, 2010

33. Determination letter and can't find 1st doc from the 80's

    By Jim Chad, March 20, 2009
    • 3 replies
    • 905 views
    • 
    • rcline46
    • March 20, 2009

34. Determination Letter Application

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

35. Determination Letter Filings

    By jkharvey, July 16, 2001
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • July 20, 2001

36. Determination Letter Process

    By IRA, May 12, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • May 12, 2011

37. Determination Letter Schedule Q

    By Just Me, February 14, 2011
    • 0 replies
    • 961 views
    • 
    • Just Me
    • February 14, 2011

38. Determination of benefits data/records - Retention

    By Nassau, May 31, 2011
    • 0 replies
    • 900 views
    • 
    • Nassau
    • May 31, 2011

39. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo, May 29, 2008
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • June 2, 2008

40. Determination Request for Collectively-Bargained Plan

    By Guest Fred Benefits, September 17, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 17, 2001

41. Determination Spouse Cannot be Located

    By chris, April 2, 2003
    • 4 replies
    • 2.2k views
    • 
    • chris
    • April 3, 2003

42. Determining comp in a partnership

    By Bird, December 9, 2010
    • 2 replies
    • 1.2k views
    • 
    • movedon
    • December 9, 2010

43. determining partnership contributions when ownership changes

    By Santo Gold, May 29, 2015
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • May 29, 2015

44. Determining Plan Eligibility with Multiple Periods of Service

    By AJC, March 14, 2020
    • 3 replies
    • 938 views
    • 
    • AJC
    • March 24, 2020

45. Deving comp from W2's

    By BG5150, April 11, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • April 11, 2012

46. DFVC filing for large plan

    By Cynchbeast, September 27, 2018
    • 9 replies
    • 843 views
    • 
    • Bob the Swimmer
    • September 30, 2018

47. DFVC Program (pre-1988 years)

    By Guest mbg76, October 30, 2006
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • October 31, 2006

48. DFVCP filings - multiple years, not all of them ready to file

    By ldr, January 19, 2019   

    • dfvcp
    • 5500
    • 9 replies
    • 1k views
    • 
    • thepensionmaven
    • January 26, 2019

49. Diachronic Survey of Veteran Reemployment Conformity and Associated Impact on Vesting/Benefit Accrual Prior to USERRA

    By Kent Allard, September 25, 2024   

    • 414(u)
    • 401(a)(37)
    • (and 7 more)

      Tagged with:

      • 414(u)
      • 401(a)(37)
      • heart
      • vesting
      • benefit accrual
      • title 38
      • chapter 43
      • title 29
      • title 20
    • 3 replies
    • 754 views
    • 
    • Belgarath
    • September 26, 2024

50. Did anyone publish a book on SECURE 2022?

    By Peter Gulia, December 22, 2023
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • December 27, 2023