Retirement Plans in General

5,781 topics in this forum

1. Erisapedia webcast yesterday on CARES/SECURE Amendments

   By Belgarath, August 31, 2022
   • 5 replies
   • 601 views
   • 
   • Peter Gulia
   • August 31, 2022

2. Employee in both union plan and employer plan?

   By digger, October 30, 2019
   • 5 replies
   • 1.2k views
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   • digger
   • October 31, 2019

3. EGTTRA -- Employer Credit for Plan Start Up Costs

   By Jean, July 31, 2001
   • 5 replies
   • 1.6k views
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   • Guest
   • November 1, 2001

4. History of Pension Legislation

   By SMB, July 10, 2008
   • 5 replies
   • 1.7k views
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   • Guest
   • July 11, 2008

5. Secure Act 2 amendments: must stay in plan?

   By BG5150, October 7, 2024
   • 5 replies
   • 1.7k views
   • 
   • Gruegen
   • October 8, 2024

6. Rollover in service distribution

   By thepensionmaven, April 17, 2025
   • 5 replies
   • 4.3k views
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   • Lou S.
   • April 17, 2025

7. PBGC question on 5500 reports

   By Cynchbeast, October 12, 2018
   • 5 replies
   • 841 views
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   • Lou S.
   • October 15, 2018

8. Violation of Exclusive Benefit Rule?

   By lkpittman, July 13, 1999
   • 5 replies
   • 2.6k views
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   • lkpittman
   • July 19, 1999

9. What is the comp to use?

   By Jakyasar, January 9, 2023
   • 5 replies
   • 1.1k views
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   • Jakyasar
   • January 10, 2023

10. Aggregated Plans with exclusions

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

11. Over Contributed

    By Guest lindamichals, January 18, 2006
    • 5 replies
    • 1.7k views
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    • E as in ERISA
    • January 19, 2006

12. Shared Employees

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

13. 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

14. Fees being treated as a "forfeiture"

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

15. 5500 for Multiple Employer (other)

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

16. CARES Act Loan Refinance

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

17. Do I need to restate the DB plan?

    By Jakyasar, February 17, 2025
    • 5 replies
    • 1.8k views
    • 
    • CuseFan
    • February 18, 2025

18. Old plan troubles / New plan for individual

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

19. Advisor Referrals - New Fiduciary Rules

    By BeanCounterBlues, April 13, 2016
    • 4 replies
    • 1.8k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

20. Affiliated Service Group ?

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

21. Paying plan fees with plan assets

    By SSRRS, May 24, 2023
    • 4 replies
    • 1.1k views
    • 
    • SSRRS
    • June 8, 2023

22. Forfeitures and plan termination

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

23. Is this plan covered by PBGC?

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

24. Transferring Loans

    By katieinny, January 9, 2003
    • 4 replies
    • 1.6k views
    • 
    • mbozek
    • January 9, 2003

25. Plan covers entities with varying benefit formulas

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

26. Plan Limits

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

27. 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

28. 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

29. 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

30. What ownership is considered in determining 5% owner

    By Dougsbpc, February 9, 2022
    • 4 replies
    • 1.2k views
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    • ESOPMomma
    • February 9, 2022

31. 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

32. Enhanced SH Match

    By jkdoll2, December 10, 2025
    • 4 replies
    • 396 views
    • 
    • BG5150
    • December 15, 2025

33. Synopsis of Changes

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

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

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

35. 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

36. 5500 Filing on new plan

    By Guest MMorgan, September 11, 1998
    • 4 replies
    • 2.6k views
    • 
    • imchipbrown
    • September 17, 1998

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

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

38. PPA Quarterly Benefit Statement Requirement

    By MarZDoates, January 2, 2007
    • 4 replies
    • 2.2k views
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    • PLAN MAN
    • January 3, 2007

39. Controlled Group Question

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

40. Short initial plan year and Top Heavy

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

41. Can a management group establish a retirement plan?

    By Santo Gold, January 4, 2021
    • 4 replies
    • 1.2k views
    • 
    • C. B. Zeller
    • June 30, 2021

42. Recognizing predecessor employer

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

43. Participant Statements

    By Tom Poje, February 19, 2008
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • February 19, 2008

44. Participant Elects Eligibility/Vesting?

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

45. Constructive Ownership Problem?

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

46. Sole Proprietor

    By Guest nps, May 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • May 13, 2003

47. COLA 2020

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

48. Profit sharing contribution allowed?

    By TPAAdvisor, February 13, 2024
    • 4 replies
    • 1.3k views
    • 
    • Roycal
    • February 15, 2024

49. collectively bargained employees plan exclusion

    By Santo Gold, April 4, 2024
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • April 5, 2024

50. Need Sample of Written Policy for Interim Valuations

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