Retirement Plans in General

5,753 topics in this forum

1. What is the comp to use?

   By Jakyasar, January 9, 2023
   • 5 replies
   • 1k views
   • 
   • Jakyasar
   • January 10, 2023

2. Aggregated Plans with exclusions

   By Cynchbeast, September 11, 2015
   • 5 replies
   • 925 views
   • 
   • Tom Poje
   • September 14, 2015

3. Over Contributed

   By Guest lindamichals, January 18, 2006
   • 5 replies
   • 1.6k views
   • 
   • E as in ERISA
   • January 19, 2006

4. Shared Employees

   By thepensionmaven, August 24, 2014
   • 5 replies
   • 1.4k views
   • 
   • K2retire
   • August 26, 2014

5. A good source to learn about New Comparability?

   By Lori H, December 1, 2014
   • 5 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • December 2, 2014

6. Fees being treated as a "forfeiture"

   By Belgarath, August 8, 2023
   • 5 replies
   • 830 views
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   • Paul I
   • August 10, 2023

7. 5500 for Multiple Employer (other)

   By Guest dbvail, January 12, 1999
   • 5 replies
   • 2.4k views
   • 
   • Guest
   • July 26, 1999

8. CARES Act Loan Refinance

   By Madison71, April 8, 2021
   • 5 replies
   • 843 views
   • 
   • thepensionmaven
   • April 13, 2021

9. Do I need to restate the DB plan?

   By Jakyasar, February 17
   • 5 replies
   • 1.7k views
   • 
   • CuseFan
   • February 18

10. Old plan troubles / New plan for individual

    By Santo Gold, October 4, 2012
    • 5 replies
    • 1.1k views
    • 
    • Santo Gold
    • October 5, 2012

11. Advisor Referrals - New Fiduciary Rules

    By BeanCounterBlues, April 13, 2016
    • 4 replies
    • 1.7k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

12. Affiliated Service Group ?

    By Guest merlin, November 12, 2001
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • November 13, 2001

13. Paying plan fees with plan assets

    By SSRRS, May 24, 2023
    • 4 replies
    • 999 views
    • 
    • SSRRS
    • June 8, 2023

14. Forfeitures and plan termination

    By Cynchbeast, May 12, 2017
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • May 26, 2017

15. Is this plan covered by PBGC?

    By Jakyasar, September 5, 2022
    • 4 replies
    • 632 views
    • 
    • Bri
    • September 6, 2022

16. Transferring Loans

    By katieinny, January 9, 2003
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • January 9, 2003

17. Plan covers entities with varying benefit formulas

    By Guest cosmo01, May 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 28, 2004

18. Plan Limits

    By Tom Poje, December 16, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 16, 2008

19. Is a Determination Letter application required for a retroactive amendment under VCP?

    By cpc0506, January 5, 2016
    • 4 replies
    • 1.2k views
    • 
    • JJRetirement
    • January 7, 2016

20. Vesting required to be shown on annual benefit statement?

    By John A, November 15, 2000
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • November 16, 2000

21. 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

22. What ownership is considered in determining 5% owner

    By Dougsbpc, February 9, 2022
    • 4 replies
    • 1.1k views
    • 
    • ESOPMomma
    • February 9, 2022

23. Why does the IRS insist upon pain of sanction that one may not maintain a model SEP alongside another retirement plan?

    By Guest Enda80, June 12, 2009
    • 4 replies
    • 1.9k views
    • 
    • J Simmons
    • June 15, 2009

24. Synopsis of Changes

    By SMB, July 18, 2005
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • July 19, 2005

25. Are aftertax contribs. allowed & what is the authority?

    By Guest Gloria Goldberg, March 18, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2008

26. Prior Service Wording before age 30

    By Guest efstreet, July 12, 2003
    • 4 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2003

27. 5500 Filing on new plan

    By Guest MMorgan, September 11, 1998
    • 4 replies
    • 2.5k views
    • 
    • imchipbrown
    • September 17, 1998

28. changing to 1000 hours/last day requirement in mid year

    By Santo Gold, June 8, 2006
    • 4 replies
    • 3k views
    • 
    • wsp
    • June 9, 2006

29. PPA Quarterly Benefit Statement Requirement

    By MarZDoates, January 2, 2007
    • 4 replies
    • 2.1k views
    • 
    • PLAN MAN
    • January 3, 2007

30. Controlled Group Question

    By Lou S., July 11, 2008
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • July 15, 2008

31. Short initial plan year and Top Heavy

    By MoShawn, August 7, 2008
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 11, 2008

32. Can a management group establish a retirement plan?

    By Santo Gold, January 4, 2021
    • 4 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • June 30, 2021

33. Recognizing predecessor employer

    By Guest picwrc, October 27, 2003
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • October 27, 2003

34. Participant Statements

    By Tom Poje, February 19, 2008
    • 4 replies
    • 1k views
    • 
    • Bird
    • February 19, 2008

35. Participant Elects Eligibility/Vesting?

    By lkpittman, March 21, 2001
    • 4 replies
    • 1.8k views
    • 
    • actuarysmith
    • March 23, 2001

36. Constructive Ownership Problem?

    By Guest Michael519, December 19, 2002
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • December 21, 2002

37. Sole Proprietor

    By Guest nps, May 12, 2003
    • 4 replies
    • 1.2k views
    • 
    • rcline46
    • May 13, 2003

38. COLA 2020

    By pgold, November 4, 2019
    • 4 replies
    • 1.1k views
    • 
    • Dave Baker
    • November 6, 2019

39. Profit sharing contribution allowed?

    By TPAAdvisor, February 13, 2024
    • 4 replies
    • 1.2k views
    • 
    • Roycal
    • February 15, 2024

40. collectively bargained employees plan exclusion

    By Santo Gold, April 4, 2024
    • 4 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 5, 2024

41. Need Sample of Written Policy for Interim Valuations

    By Susan S., August 28, 2012
    • 4 replies
    • 2.2k views
    • 
    • ESOP Guy
    • August 29, 2012

42. Partnership/ calculating earned Income

    By Chippy, May 27, 2015
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 1, 2015

43. Am I controlled group?

    By Jakyasar, August 7, 2024
    • 4 replies
    • 766 views
    • 
    • Jakyasar
    • August 8, 2024

44. Forfeiture allocations to former employees

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

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. Legal Opinion

    By Renafesq, July 24, 2019
    • 4 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • July 25, 2019

47. Easy controlled group question

    By Santo Gold, October 14
    • 4 replies
    • 831 views
    • 
    • Santo Gold
    • October 23

48. Benefit plans

    By Guest wojo2424, January 19, 2004
    • 4 replies
    • 2.5k views
    • 
    • wmyer
    • July 26, 2004

49. 415 Limits

    By Guest Hartnett123, June 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • June 23, 2004

50. Setting up a DB plan for 2020 but deducting in 2021

    By Jakyasar, August 17, 2021
    • 4 replies
    • 938 views
    • 
    • Jakyasar
    • August 18, 2021