Retirement Plans in General

5,751 topics in this forum

1. ASPA conference

   By pmacduff, November 6, 2002
   • 10 replies
   • 1.8k views
   • 
   • Mike Preston
   • November 8, 2002

2. Another Davis Bacon Question

   By Laura Harrington, August 7, 2009
   • 2 replies
   • 1.8k views
   • 
   • Laura Harrington
   • August 7, 2009

3. tax exempt organizations & 401(k) Plans

   By Guest Robert Lees, November 30, 1999
   • 1 reply
   • 1.8k views
   • 
   • davef
   • December 4, 1999

4. Former Spouse as Beneficiary of Life Insurance Policy Held by Plan

   By Christine Roberts, March 14, 2002
   • 3 replies
   • 1.8k views
   • 
   • mbozek
   • March 20, 2002

5. Sole Prop to C-corp - amend or terminate plan?

   By Guest haydenks, March 29, 1999
   • 1 reply
   • 1.8k views
   • 
   • Ervin Barham
   • March 30, 1999

6. Small Plan Audit Waiver

   By Belgarath, August 2, 2001
   • 5 replies
   • 1.8k views
   • 
   • AndyH
   • August 4, 2001

7. Is he an employee?

   By Santo Gold, October 27, 2021
   • 20 replies
   • 1.8k views
   • 
   • Bird
   • November 1, 2021

8. Spin off, new plan, or what?

   By BG5150, January 26, 2016
   • 3 replies
   • 1.8k views
   • 
   • rcline46
   • January 26, 2016

9. Freezing Money Purchase Plan for Self Employed

   By Guest mo, November 5, 1999
   • 6 replies
   • 1.8k views
   • 
   • Guest
   • January 7, 2000

10. 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

11. 2 employers sharing the 404(a)(3) deduction limit

    By Santo Gold, January 31, 2005
    • 4 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 8, 2005

12. Can a plan sponsor set up an account inside a target benefit plan to h

    By John A, October 17, 2000
    • 6 replies
    • 1.8k views
    • 
    • Erik Read
    • December 4, 2000

13. lump Sum distributions - switching from the 30 yr treasury to a (higher)corporate bond rate. Could this happen suddenly if passed by Congress? Or faze in?

    By Guest Scorpionpenn, October 10, 2003
    • 12 replies
    • 1.8k views
    • 
    • mwyatt
    • October 17, 2003

14. PEOs

    By Madison71, January 31, 2018
    • 3 replies
    • 1.8k views
    • 
    • Madison71
    • February 1, 2018

15. Admin fees passed onto participants

    By Santo Gold, June 14, 2006
    • 7 replies
    • 1.8k views
    • 
    • Nate X
    • June 27, 2006

16. Missing 5500 Forms - waiver of penalty - what is IRS typical response?

    By Lynn Campbell, March 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Kirk Maldonado
    • March 26, 2000

17. Need TPA info.

    By chris, June 21, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • July 1, 2002

18. Paying contribution in "kind"

    By K-t-F, August 11, 2005
    • 12 replies
    • 1.8k views
    • 
    • Erik Read
    • September 1, 2005

19. Changing MPP Contribution Mid-Year

    By DP, June 22, 2001
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • June 22, 2001

20. Derelict TPA

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

21. Revenue Ruling 2004-11

    By Belgarath, February 4, 2004
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 6, 2004

22. Is 20% withholding necessary on IRS levy?

    By Guest moosegirl, February 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • Harwood
    • February 28, 2005

23. 403(a) Plan Document

    By Guest Statler, February 23, 2009
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

24. Repayment upon rehire

    By Guest Ken Newhouse, November 11, 1998
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 11, 1998

25. Traditional IRA transfer to Solo 401k

    By nkaufman, February 5, 2021   

    • ira
    • keogh
    • (and 1 more)

      Tagged with:

      • ira
      • keogh
      • 401k
    • 10 replies
    • 1.8k views
    • 
    • nkaufman
    • February 7, 2021

26. consultant SEP limitatiions due to employer CB plan

    By Guest rmse46, June 6, 2007
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • June 6, 2007

27. Controlled Group - Participating employer sold

    By Belgarath, May 23, 2016
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • May 24, 2016

28. Private Employer & Government Plan

    By shERPA, May 16, 2018
    • 7 replies
    • 1.8k views
    • 
    • 401K_AZ
    • June 28, 2018

29. Over 415 Limit

    By Guest GordonJ, March 11, 2009
    • 10 replies
    • 1.8k views
    • 
    • Appleby
    • March 14, 2009

30. real prohibited transaction issue for retirement plans

    By Guest ERISAKing, October 22, 2002
    • 7 replies
    • 1.8k views
    • 
    • KJohnson
    • October 22, 2002

31. Private Company Stock in PS Plan

    By Guest vgallo, May 29, 2012
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • May 29, 2012

32. vesting credit for prior (other) employment

    By Guest jreeger, June 18, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 23, 1999

33. Correcting Form 945

    By Guest terric, February 16, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • February 16, 2006

34. How is 410(b) testing done when a plan covers some, but not all, colle

    By John A, October 24, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 6, 2000

35. Excluding high paid NHCEs

    By TPAnnie, April 23, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • April 24, 2009

36. Interim amendments needed now to terminate

    By J Simmons, November 26, 2024
    • 1 reply
    • 1.8k views
    • 
    • Peter Gulia
    • November 26, 2024

37. Company name not in plan name

    By Cynchbeast, December 17, 2012
    • 7 replies
    • 1.8k views
    • 
    • QDROphile
    • December 20, 2012

38. Transition Plan for Founders of Small Business

    By Christine Roberts, September 13, 2001
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • September 29, 2001

39. Audit of Retirement Plan?

    By Guest newtobenefits, October 9, 2008
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • October 10, 2008

40. Plan number on document and 5500 do not match

    By AKconsult, July 27, 2020
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • July 28, 2020

41. Plan document and SPD disagree

    By J Simmons, February 14, 2009
    • 6 replies
    • 1.8k views
    • 
    • J Simmons
    • February 16, 2009

42. Integrated PS Allocation for Self-Employed Individuals - Excel

    By PensionPro, September 17, 2018
    • 6 replies
    • 1.8k views
    • 
    • PensionPro
    • September 17, 2018

43. Name Change

    By SMB, August 30, 2006
    • 3 replies
    • 1.8k views
    • 
    • RTK
    • August 30, 2006

44. Trust Accounting - Life Insurance

    By Guest Stephanie Tapp, March 30, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 30, 2007

45. Old Keogh plan still has assets. Must I spend the rest of my life trying to locate former employees so I can terminate the plan?

    By Guest Moe Howard2, September 21, 2004
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • September 22, 2004

46. Has anyone else run into terminated participants who are rolling money

    By Guest sheadan, October 13, 2000
    • 5 replies
    • 1.8k views
    • 
    • Alf
    • October 19, 2000

47. Allocation of Forfeitures in Frozen MPPP

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

48. Schedule E Income Included as Compensation?

    By Lucky32, October 10, 2023
    • 6 replies
    • 1.8k views
    • 
    • Bob the Swimmer
    • October 15, 2023

49. Self Employed with Profit Sharing Plan

    By thepensionmaven, August 19, 2015
    • 18 replies
    • 1.8k views
    • 
    • thepensionmaven
    • October 11, 2017

50. maximum service requirement

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