Retirement Plans in General

5,781 topics in this forum

1. Excess assets in a cash balance plan

   By Jakyasar, November 21, 2022
   • 4 replies
   • 1.1k views
   • 
   • Jakyasar
   • November 22, 2022

2. Affilied Service Group question

   By Lou S., July 15, 2008
   • 4 replies
   • 1.3k views
   • 
   • Lou S.
   • July 16, 2008

3. MRD's- 98 Distribution received 9/99 - 1099 nightmare

   By Guest Laura Heinrich, September 8, 1999
   • 4 replies
   • 1.9k views
   • 
   • Alan Simpson
   • September 8, 1999

4. Foreign government entity as sponsor?

   By stainedglass80, March 21, 2023
   • 4 replies
   • 1.3k views
   • 
   • Nate S
   • March 28, 2023

5. Is this a distributable event?

   By David Peckham, August 16, 2024
   • 4 replies
   • 1.3k views
   • 
   • Peter Gulia
   • August 19, 2024

6. German resident living in USA on a work Visa (L1-A)

   By Guest belfers@langgroup.com, February 11, 2003
   • 4 replies
   • 1.6k views
   • 
   • jaemmons
   • February 13, 2003

7. Who owns it?

   By Guest just asking, June 3, 2003
   • 4 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • June 4, 2003

8. Fixed Contribution for Profit Sharing Plan

   By Guest pk1, February 10, 2011
   • 4 replies
   • 1.1k views
   • 
   • Bill Presson
   • February 11, 2011

9. Social Security Benefits and Retirement Assets

   By PensionPro, June 6, 2012
   • 4 replies
   • 965 views
   • 
   • PensionPro
   • June 6, 2012

10. 404 DC deduction limit "correction"

    By AndrewZ, February 12, 2019
    • 4 replies
    • 1.7k views
    • 
    • AndrewZ
    • February 14, 2019

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

    By katieinny, February 11, 2003
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 11, 2003

12. Plan expenses

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

13. Controlled Group Rules - Attribution to IRA Owner?

    By BTG, October 15, 2024
    • 4 replies
    • 1.4k views
    • 
    • BTG
    • October 16, 2024

14. prohibited trasaction

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

15. plan limits for fiscal year plans

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

16. Bank of America Fair Fund Distribution

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

17. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad, March 28, 2018
    • 4 replies
    • 1.7k views
    • 
    • Bob the Swimmer
    • March 29, 2018

18. Just Another Senior Moment

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

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

    By KJohnson, September 25, 2000
    • 4 replies
    • 1.7k views
    • 
    • KJohnson
    • October 12, 2000

20. "grandfathered" insurance?

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

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

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

22. Fidelity Bond required?

    By perplexedbypensions, February 14, 2019
    • 4 replies
    • 1.4k views
    • 
    • perplexedbypensions
    • February 14, 2019

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

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

24. participant statements - vesting

    By k man, April 16, 2007
    • 4 replies
    • 2k views
    • 
    • k man
    • April 17, 2007

25. The Noninvolved Spouse Exception to Attribution

    By Oh so SIMPLE, May 1, 2011
    • 4 replies
    • 2.8k views
    • 
    • PensionPro
    • May 2, 2011

26. Fringe benefits

    By K2retire, February 7, 2017   

    • compensation definition
    • excluded compensation
    • 4 replies
    • 4.3k views
    • 
    • ERISADC
    • November 14, 2018

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

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

28. Multiple plans - with sole proprietors

    By Guest SteveHample, January 2, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 4, 2002

29. sole prop incorporates

    By betheeg, March 22, 2008
    • 4 replies
    • 1.3k views
    • 
    • betheeg
    • March 24, 2008

30. Same-Sex Marriage

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

31. "Trader" income considered as income?

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

32. Change in Eligibility

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

33. 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
    • 1.1k views
    • 
    • Guest
    • November 3, 2008

34. Mistake of Fact/Return of Excess Contribution

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

35. Contribute to own retirement swhen office sharing

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

36. Eligibility condition

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

37. 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
    • 968 views
    • 
    • Mike Preston
    • February 22, 2019

38. There's always something...

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

39. What is the weight of IRS proposed regulations?

    By Guest EBBeginner, September 23, 2004
    • 4 replies
    • 3.6k views
    • 
    • Lori Friedman
    • September 23, 2004

40. Service Organization

    By Earl, August 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • Earl
    • August 16, 2007

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

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

42. Cycle 3 amendments for terminating plans

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

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

    By Peter Gulia, May 7, 2025
    • 4 replies
    • 3.7k views
    • 
    • blguest
    • May 10, 2025

44. some highlights from the ASPA conference

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

45. Participant Loan

    By Guest DNH, July 16, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 17, 2008

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

    By KaJay, December 17, 2018
    • 4 replies
    • 2.3k views
    • 
    • KaJay
    • December 19, 2018

47. Changing Normal Retirement Date

    By Guest ksumner, September 24, 1999
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • September 25, 1999

48. 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

49. Merging Money Purchase Plan into Profit Sharing Plan

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

50. Guide to In-Plan Roth Conversions

    By AJC, September 20, 2022
    • 4 replies
    • 1.3k views
    • 
    • Bri
    • September 23, 2022