Retirement Plans in General

5,753 topics in this forum

1. 404 DC deduction limit "correction"

   By AndrewZ, February 12, 2019
   • 4 replies
   • 1.6k views
   • 
   • AndrewZ
   • February 14, 2019

2. If a plan excludes all HCEs, and also excludes some NHCEs, must covera

   By katieinny, February 11, 2003
   • 4 replies
   • 1.2k views
   • 
   • Mike Preston
   • February 11, 2003

3. Plan expenses

   By Guest JMN, October 12, 2011
   • 4 replies
   • 963 views
   • 
   • QDROphile
   • October 13, 2011

4. Controlled Group Rules - Attribution to IRA Owner?

   By BTG, October 15, 2024
   • 4 replies
   • 1.3k views
   • 
   • BTG
   • October 16, 2024

5. prohibited trasaction

   By Guest mringo, November 5, 2004
   • 4 replies
   • 1.3k views
   • 
   • SoCalActuary
   • November 10, 2004

6. plan limits for fiscal year plans

   By M Norton, September 10, 2009
   • 4 replies
   • 7.1k views
   • 
   • M Norton
   • September 10, 2009

7. Bank of America Fair Fund Distribution

   By BG5150, June 21, 2010
   • 4 replies
   • 3.8k views
   • 
   • movedon
   • June 22, 2010

8. 403(b)/401(k) aggregation REDUX!!! ? New rules?

   By scarabrad, March 28, 2018
   • 4 replies
   • 1.6k views
   • 
   • Bob the Swimmer
   • March 29, 2018

9. Just Another Senior Moment

   By thepensionmaven, August 18, 2023
   • 4 replies
   • 621 views
   • 
   • thepensionmaven
   • August 22, 2023

10. Where can a terminated plan purchase a deferred annuity for a lost par

    By KJohnson, September 25, 2000
    • 4 replies
    • 1.6k views
    • 
    • KJohnson
    • October 12, 2000

11. "grandfathered" insurance?

    By AlbanyConsultant, November 10, 2015
    • 4 replies
    • 1k views
    • 
    • AndyH
    • November 17, 2015

12. SECURE ACT-IRA for over 70 1/2 receiving RMD

    By rhb401, January 8, 2020
    • 4 replies
    • 775 views
    • 
    • rhb401
    • January 9, 2020

13. Fidelity Bond required?

    By perplexedbypensions, February 14, 2019
    • 4 replies
    • 1.3k views
    • 
    • perplexedbypensions
    • February 14, 2019

14. Date amendment must be signed on conversion of Money Purchase Plan to PS plan

    By Belgarath, October 18, 2021
    • 4 replies
    • 834 views
    • 
    • CuseFan
    • October 19, 2021

15. participant statements - vesting

    By k man, April 16, 2007
    • 4 replies
    • 1.9k views
    • 
    • k man
    • April 17, 2007

16. The Noninvolved Spouse Exception to Attribution

    By Oh so SIMPLE, May 1, 2011
    • 4 replies
    • 2.7k views
    • 
    • PensionPro
    • May 2, 2011

17. Fringe benefits

    By K2retire, February 7, 2017   

    • compensation definition
    • excluded compensation
    • 4 replies
    • 4.2k views
    • 
    • ERISADC
    • November 14, 2018

18. Advance contributions by HCE in participant-directed account plan.

    By David MacLennan, March 6, 2001
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • March 7, 2001

19. Multiple plans - with sole proprietors

    By Guest SteveHample, January 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 4, 2002

20. sole prop incorporates

    By betheeg, March 22, 2008
    • 4 replies
    • 1.2k views
    • 
    • betheeg
    • March 24, 2008

21. Same-Sex Marriage

    By Guest FLALADY, July 23, 2012
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2012

22. "Trader" income considered as income?

    By BG5150, December 12, 2014
    • 4 replies
    • 1.2k views
    • 
    • amcorson
    • December 17, 2014

23. Change in Eligibility

    By Dougsbpc, September 3, 2012
    • 4 replies
    • 947 views
    • 
    • Bird
    • September 4, 2012

24. Plan terminations; what do you have to do? Other than accelerated vesting and amending the plan? When you terminate a retirement plan, other than ac

    By Guest Enda80, November 2, 2008
    • 4 replies
    • 1k views
    • 
    • Guest
    • November 3, 2008

25. Mistake of Fact/Return of Excess Contribution

    By J Simmons, July 16, 2008
    • 4 replies
    • 3.3k views
    • 
    • J Simmons
    • July 16, 2008

26. Contribute to own retirement swhen office sharing

    By Guest booziboy, December 4, 2009
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • December 4, 2009

27. Eligibility condition

    By Tot, May 2, 2011
    • 4 replies
    • 949 views
    • 
    • QNPG
    • May 2, 2011

28. Schedule C of deceased: living or estate?

    By ldr, February 15, 2019   

    • schedule c
    • death
    • (and 1 more)

      Tagged with:

      • schedule c
      • death
      • compensation
    • 4 replies
    • 901 views
    • 
    • Mike Preston
    • February 22, 2019

29. There's always something...

    By bzorc, December 19, 2023
    • 4 replies
    • 813 views
    • 
    • Lois Baker
    • December 20, 2023

30. What is the weight of IRS proposed regulations?

    By Guest EBBeginner, September 23, 2004
    • 4 replies
    • 3.5k views
    • 
    • Lori Friedman
    • September 23, 2004

31. Service Organization

    By Earl, August 16, 2007
    • 4 replies
    • 1.3k views
    • 
    • Earl
    • August 16, 2007

32. Forfeitures in 403(b) and DC in general

    By Belgarath, September 4, 2014
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • September 5, 2014

33. Cycle 3 amendments for terminating plans

    By VeryOldMan, August 23, 2021
    • 4 replies
    • 1.2k views
    • 
    • Jakyasar
    • August 24, 2021

34. Should a plan’s fiduciary adopt auto-portability?

    By Peter Gulia, May 7
    • 4 replies
    • 3.5k views
    • 
    • blguest
    • May 10

35. some highlights from the ASPA conference

    By Tom Poje, October 30, 2002
    • 4 replies
    • 2k views
    • 
    • Appleby
    • December 10, 2002

36. Participant Loan

    By Guest DNH, July 16, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 17, 2008

37. Reporting excess deferrals with a loss in year of contribution

    By KaJay, December 17, 2018
    • 4 replies
    • 2.2k views
    • 
    • KaJay
    • December 19, 2018

38. Changing Normal Retirement Date

    By Guest ksumner, September 24, 1999
    • 4 replies
    • 3k views
    • 
    • david rigby
    • September 25, 1999

39. Depositing settlement proceeds from class action suits etc involving investments within the plan.

    By jevd, May 6, 2004
    • 4 replies
    • 1.3k views
    • 
    • jevd
    • May 10, 2004

40. Merging Money Purchase Plan into Profit Sharing Plan

    By Guest Ottrose, April 14, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • April 15, 2004

41. Guide to In-Plan Roth Conversions

    By AJC, September 20, 2022
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • September 23, 2022

42. Ap for Determination in Puerto Rico and Guam

    By Guest wendycatherine, August 3, 2001
    • 4 replies
    • 1.9k views
    • 
    • k man
    • July 9, 2004

43. Underage Employees

    By Dougsbpc, March 16, 2006
    • 4 replies
    • 2.2k views
    • 
    • Dougsbpc
    • March 17, 2006

44. 1,000-Hour Requirement

    By jpod, May 18, 2018
    • 4 replies
    • 3k views
    • 
    • Tom Poje
    • May 21, 2018

45. 415(c) limitation for terminating DC plan

    By Belgarath, October 23
    • 4 replies
    • 587 views
    • 
    • Belgarath
    • October 24

46. If only 401(k) deferrals, can keys defer without triggering Top Heavy minimums?

    By Guest jusducki, October 30, 2003
    • 4 replies
    • 1.1k views
    • 
    • R. Butler
    • October 31, 2003

47. Participant fee disclosures in SPD

    By Bird, September 21, 2022
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • September 23, 2022

48. MEP situation - one of the more bizarre situations I've encountered

    By Belgarath, September 4
    • 4 replies
    • 3.7k views
    • 
    • Artie M
    • September 4

49. QDRO payout dispute

    By Pension RC, October 26, 2016
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • October 26, 2016

50. H.R. 1000

    By Belgarath, May 15, 2003
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • May 15, 2003