Retirement Plans in General

5,751 topics in this forum

1. Plan Term Lost Partic no SSN

   By BG5150, February 8, 2021
   • 21 replies
   • 1.8k views
   • 
   • Kyle - Berwyn Group
   • February 16, 2021

2. Keogh plan and 401(k)

   By Guest Trirod, December 12, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • December 12, 2001

3. Class Action Settlement

   By Guest NPS Darren, April 29, 2008
   • 3 replies
   • 1.8k views
   • 
   • PLAN MAN
   • April 30, 2008

4. Owner withdrew too much

   By Cynchbeast, August 28, 2013
   • 9 replies
   • 1.8k views
   • 
   • Kevin C
   • August 30, 2013

5. Multiple Plans for LLC's

   By Guest Thornton, May 5, 1999
   • 10 replies
   • 1.8k views
   • 
   • Guest
   • May 15, 1999

6. Benefits held 10 months w/no interest?

   By Guest Bob Mohar, February 27, 1999
   • 12 replies
   • 1.8k views
   • 
   • richard
   • March 15, 1999

7. Form 5500 Audit Count - With A Twist

   By RatherBeGolfing, November 21, 2024
   • 4 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • November 22, 2024

8. Counting hours for eligibility of part-time professionals

   By E as in ERISA, March 2, 2016   

   • eligbility hours years servic
   • 11 replies
   • 1.8k views
   • 
   • Mike Preston
   • March 3, 2016

9. Successor Trustees - Said NO

   By Guest cmckinney, December 21, 2008
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • March 17, 2009

10. 402g exceeded by HCE, testing and 415(c) question

    By Jakyasar, December 16, 2024
    • 3 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • December 16, 2024

11. Plan sponsor's obligation to provide individual with info regarding distributions after termination

    By Guest calcu, June 8, 2004
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • June 8, 2004

12. Fidelity Bond Requirements for a Retirement Plan

    By Guest Enda80, May 31, 2009
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • June 1, 2009

13. Reasonable NRA for a boxer for a DB plan

    By Jakyasar, July 29, 2024
    • 10 replies
    • 1.8k views
    • 
    • Gina Alsdorf
    • August 23, 2024

14. PBGC Opinion Letter Procedure

    By BTG, December 16, 2010
    • 3 replies
    • 1.8k views
    • 
    • BTG
    • December 16, 2010

15. Prefund Profit Sharing

    By Rai401k, May 7, 2014
    • 3 replies
    • 1.8k views
    • 
    • Rai401k
    • May 8, 2014

16. Sale of Employer Securities From Plan

    By mming, September 6, 2018
    • 9 replies
    • 1.8k views
    • 
    • mming
    • September 11, 2018

17. Roth IRAS and the State of MA

    By Guest Peterdes, January 2, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 1999

18. Replacement of pension plans with personal retirement accounts.

    By Guest cebrooks, January 3, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 4, 1999

19. Missing Spouse -- pension withdrawal

    By Guest JD698, August 6, 2003
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • August 6, 2003

20. Deduction limit

    By Guest BAR, June 27, 2001
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 28, 2001

21. OJSA

    By Guest bobolink, May 14, 2010
    • 3 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

22. Former employees and top-heavy tests

    By Guest Enda80, July 5, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 7, 2008

23. existing company joining a MEP... terminating current plan?

    By AlbanyConsultant, August 22, 2024
    • 8 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • August 27, 2024

24. Designation of Beneficiary Form

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

25. SPD provided to employees "eligible to participate" in plan

    By Ananda, October 18, 2021
    • 11 replies
    • 1.8k views
    • 
    • ESOP Guy
    • October 20, 2021

26. Forfeiture Reallocation

    By Chippy, October 21, 2014
    • 5 replies
    • 1.8k views
    • 
    • Chippy
    • October 21, 2014

27. TPA ethical question

    By Santo Gold, July 21, 2005
    • 5 replies
    • 1.8k views
    • 
    • JanetM
    • July 21, 2005

28. Investment Firm as FSO?

    By BTG, July 30, 2020
    • 10 replies
    • 1.8k views
    • 
    • Luke Bailey
    • August 2, 2020

29. IRS - User Fees

    By flosfur, August 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 22, 2001

30. 204(h) notice required for conversion from MP to 401(k) PS?

    By billfgrady, January 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • billfgrady
    • January 23, 2002

31. Responsibility for maintaining plan document after client leaves??

    By maverick, December 21, 2001
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • December 27, 2001

32. participant help

    By K2retire, December 14, 2017
    • 12 replies
    • 1.8k views
    • 
    • K2retire
    • December 19, 2017

33. TPA Consultant from Home

    By Guest JackiB, December 27, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2002

34. What is Going on at the IRS?

    By WDIK, May 11, 2010
    • 9 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

35. Controlled Group

    By Effen, November 16, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2005

36. davis bacon plans

    By MJ Hartman, January 11, 2002
    • 1 reply
    • 1.8k views
    • 
    • jaemmons
    • January 14, 2002

37. Participant Elects Eligibility/Vesting?

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

38. Merger and Partial Plan Termination

    By PMC, November 6, 2001
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • November 7, 2001

39. New Comparability without HCEs

    By ldr, June 15, 2018   

    • cross testing; discrimination testing; new comparability
    • 6 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • June 21, 2018

40. Partnership 401k

    By dmb, February 8, 2001
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • February 23, 2001

41. Missing Documents? Idea's?

    By Erik Read, January 3, 2002
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 8, 2002

42. 5500 or EZ for 1-man plan w/alternate payee?

    By mming, September 17, 2004
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 24, 2004

43. Deposit made before plan adopted

    By Jakyasar, August 22, 2022
    • 26 replies
    • 1.8k views
    • 
    • BG5150
    • August 30, 2022

44. Allocation and Deduction timing

    By Sully, September 7, 2007
    • 4 replies
    • 1.8k views
    • 
    • Santo Gold
    • September 19, 2007

45. Trustee RFP

    By alexa, March 16, 2006
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • March 23, 2006

46. Timing of Amendment's Adoption and Effective Dates

    By mming, January 10, 2001
    • 2 replies
    • 1.8k views
    • 
    • mming
    • January 11, 2001

47. S-Corp shareholder took a loan

    By Guest Boilerburm, July 11, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 27, 2001

48. How long can a one-participant Profit Sharing Plan Trust remain in effect after death

    By RayJJohnsonJr, October 16, 2024
    • 10 replies
    • 1.8k views
    • 
    • RayJJohnsonJr
    • October 21, 2024

49. Need to find software to help us write a benefits plan for a small bus

    By Guest smsdavis, July 22, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 22, 1999

50. Surety bonds question; who has to get covered?

    By Guest Enda80, January 14, 2008
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 20, 2008