Retirement Plans in General

5,751 topics in this forum

1. Prohibited Transaction?

   By eilano, November 30, 2005
   • 2 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • November 30, 2005

2. Laid Off Employees - Receive Allocation?

   By Guest Suanne, January 21, 2004
   • 8 replies
   • 1.8k views
   • 
   • Jed Macy
   • January 22, 2004

3. Force out amount upon plan termination

   By Jakyasar, August 4, 2024
   • 8 replies
   • 1.8k views
   • 
   • TheBoxMan
   • August 14, 2024

4. EBAR formula for permitted disparity

   By BG5150, December 13, 2021
   • 8 replies
   • 1.8k views
   • 
   • Mike Preston
   • December 24, 2021

5. One Participant Retirement Plan

   By Guest John Sample, November 13, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • November 13, 2001

6. Contribution to MPPP or PSP?

   By jkharvey, March 23, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • March 23, 2001

7. Directed Nondiscretionary Trustee Services - Help

   By Guest benbarnett, December 13, 2010
   • 1 reply
   • 1.8k views
   • 
   • Ron Snyder
   • December 13, 2010

8. Ah, welcome!

   By Cathy from Chicago, January 18, 2000
   • 0 replies
   • 1.8k views
   • 
   • Cathy from Chicago
   • January 18, 2000

9. revisiting life insurance in combo plans

   By Jakyasar, August 31, 2020
   • 12 replies
   • 1.8k views
   • 
   • Mike Preston
   • September 3, 2020

10. Management Company/Affiliated Service Group Rules

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 22, 1999

11. Rule of parity when using a 6 month requirement for eligibility and de

    By Guest LMalone, June 9, 2000
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 13, 2000

12. Top heavy contribution

    By Belgarath, October 14, 2010
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • October 15, 2010

13. LLC Taxed as Corporation - Recommended Retirement Plan

    By Guest Mickey, November 6, 2014   

    • Retirement
    • LLC
    • (and 1 more)

      Tagged with:

      • Retirement
      • LLC
      • Taxed as Corporation
    • 5 replies
    • 1.7k views
    • 
    • GBurns
    • November 8, 2014

14. Loan in default

    By Earl, November 29, 2008
    • 10 replies
    • 1.7k views
    • 
    • Earl
    • December 2, 2008

15. Use of forfeiture accounts

    By Santo Gold, May 27, 2009
    • 4 replies
    • 1.7k views
    • 
    • Fisher
    • May 29, 2009

16. 401(k) Participant Count for Audit Requirement

    By Tom, April 7, 2022
    • 9 replies
    • 1.7k views
    • 
    • Bri
    • April 13, 2022

17. About to Retire

    By Guest charlesperry, May 8, 2012
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • May 9, 2012

18. Controlled Group That Became Uncontrolled

    By Guest merlin, July 29, 2004
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • July 30, 2004

19. Sidecar IRA vs QVEC?

    By PensionNewbee, November 24, 2004
    • 0 replies
    • 1.7k views
    • 
    • PensionNewbee
    • November 24, 2004

20. Money Purchase Plan Contribution Deduction

    By eilano, December 22, 1999
    • 2 replies
    • 1.7k views
    • 
    • richard
    • December 27, 1999

21. PPA Optional Amendments

    By Guest lvegas, January 5, 2007
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • February 9, 2007

22. SPD Mailing Requirements

    By luissaha, July 29, 2016
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • August 1, 2016

23. Prohibited Transaction - Interplay of Tier One Tax and Tier 2 Tax

    By Guest Edward McElroy, October 25, 2005
    • 4 replies
    • 1.7k views
    • 
    • saabraa
    • October 27, 2005

24. Consultanting Firms for RFP Assistance

    By Guest cole stevenson, January 20, 2005
    • 7 replies
    • 1.7k views
    • 
    • GBurns
    • January 21, 2005

25. Controlled groups and separate plans

    By bzorc, February 21, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • February 21, 2002

26. ERISA Fiduciary Indemnification

    By Guest TroyRiley, March 8, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 9, 2003

27. Confirmation of Integrated Allocation knowledge

    By buckaroo, June 17, 2009
    • 5 replies
    • 1.7k views
    • 
    • buckaroo
    • June 17, 2009

28. Do Family Aggregation Rules Apply in Look Back Year Determination for

    By Guest Edward McElroy, January 19, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 1999

29. eligibility - 2 year wait

    By Chippy, August 24, 2016
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • August 24, 2016

30. Key employee

    By abanky, March 5, 2009
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • March 5, 2009

31. Over Contribution to Terminated Participants

    By DP, January 12, 2010
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • January 13, 2010

32. Change in valuation date

    By Guest tws, September 4, 2002
    • 6 replies
    • 1.7k views
    • 
    • QDROphile
    • September 6, 2002

33. ESOP rollover contributions

    By Guest RAM, October 22, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 1998

34. Change in Contributiion Formula--Money Purchase Plan

    By KJohnson, September 22, 1999
    • 0 replies
    • 1.7k views
    • 
    • KJohnson
    • September 22, 1999

35. Late document amender

    By Santo Gold, August 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • August 23, 2006

36. Amended PBGC Form 1 - Credit

    By Guest kpickart, February 11, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 11, 1999

37. The Secretary asserts fiduciary breaches for failing to "cash out" under-$5,000 accounts

    By Peter Gulia, September 25, 2017   

    • involuntary distribution; fiduciary breach; plan-administration expenses
    • 28 replies
    • 1.7k views
    • 
    • MoJo
    • September 26, 2017

38. Can the Form 5307 relating to Volume Submitter Plans be used to get a

    By Guest RMM, April 11, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 26, 2000

39. Mid Year Change in Entity (SP to S-Corp)

    By BrownTrout, February 10, 2020
    • 6 replies
    • 1.7k views
    • 
    • Larry Starr
    • February 11, 2020

40. Is pension plan vulnerable to lawsuit against corporation??

    By dmb, May 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • May 15, 2000

41. Rights and Features Disparity Question

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • September 21, 1999

42. PS plan sponsorship statistics

    By Guest TrustMe401k, February 2, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 2, 2000

43. mutual fund interfaces

    By Earl, March 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • Cathy from Chicago
    • March 28, 2000

44. 1.5 years eligibility requirement

    By ombskid, February 15, 2007
    • 7 replies
    • 1.7k views
    • 
    • Jim Chad
    • February 16, 2007

45. Fees paid from plan

    By dmb, March 18, 2003
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • March 18, 2003

46. Former employer won't distribute.

    By Guest Mabel, October 27, 2000
    • 1 reply
    • 1.7k views
    • 
    • Kristina
    • October 27, 2000

47. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds, April 22, 2024
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • April 22, 2024

48. Aggregating Rollover Amounts in a DB Plan in Determining Plan Loan Amount

    By Guest Edward McElroy, October 10, 2005
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2005

49. Taxable Wage Base

    By Tom Poje, October 23, 2002
    • 4 replies
    • 1.7k views
    • 
    • MGB
    • October 25, 2002

50. 15-Day Notice Regs Issued

    By Dave Baker, December 15, 1998
    • 0 replies
    • 1.7k views
    • 
    • Dave Baker
    • December 15, 1998