Retirement Plans in General

5,781 topics in this forum

1. Ap for Determination in Puerto Rico and Guam

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

2. Underage Employees

   By Dougsbpc, March 16, 2006
   • 4 replies
   • 2.3k views
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   • Dougsbpc
   • March 17, 2006

3. 1,000-Hour Requirement

   By jpod, May 18, 2018
   • 4 replies
   • 3.1k views
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   • Tom Poje
   • May 21, 2018

4. 415(c) limitation for terminating DC plan

   By Belgarath, October 23, 2025
   • 4 replies
   • 1.2k views
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   • Belgarath
   • October 24, 2025

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

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

6. Participant fee disclosures in SPD

   By Bird, September 21, 2022
   • 4 replies
   • 1.2k views
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   • Bird
   • September 23, 2022

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

   By Belgarath, September 4, 2025
   • 4 replies
   • 4.3k views
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   • Artie M
   • September 4, 2025

8. QDRO payout dispute

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

9. H.R. 1000

   By Belgarath, May 15, 2003
   • 4 replies
   • 1.2k views
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   • Mike Preston
   • May 15, 2003

10. Independent Auditor's Report

    By thepensionmaven, May 25, 2017
    • 4 replies
    • 582 views
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    • My 2 cents
    • May 30, 2017

11. Is this a reasonable class to put in document as a category exclusion?

    By Jakyasar, June 24, 2021
    • 4 replies
    • 827 views
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    • RatherBeGolfing
    • June 28, 2021

12. Can years of employment, prior to plan's existence, be used to meet th

    By Moe Howard, April 18, 2001
    • 4 replies
    • 1.6k views
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    • Erik Read
    • April 19, 2001

13. Executives Voluntarily Taking Reduced Contribution

    By jukeboy56, August 5, 2019
    • 4 replies
    • 873 views
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    • Luke Bailey
    • August 6, 2019

14. Did anyone publish a book on SECURE 2022?

    By Peter Gulia, December 22, 2023
    • 4 replies
    • 1.2k views
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    • Belgarath
    • December 27, 2023

15. Has any service provider paid on a fiduciary warranty?

    By Peter Gulia, June 16, 2024
    • 4 replies
    • 1.1k views
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    • MoJo
    • August 23, 2024

16. Transfer of stock as a co. contribution???

    By David, December 12, 2000
    • 4 replies
    • 1.6k views
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    • BeckyMiller
    • December 20, 2000

17. DB plan combined with 403(b) in 2002

    By Belgarath, December 11, 2001
    • 4 replies
    • 1.5k views
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    • Belgarath
    • December 13, 2001

18. Takeover and deduction related

    By Jakyasar, September 4, 2025
    • 4 replies
    • 3.6k views
    • 
    • Calavera
    • September 8, 2025

19. Ownership/eligible compensation issues

    By Guest DVW, December 24, 2002
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • January 10, 2003

20. RAP beyond 9/30/03? How does that become possible?

    By Guest Enda80, June 18, 2008
    • 4 replies
    • 1.7k views
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    • Belgarath
    • July 1, 2008

21. Can standardized MP plan be amended towards end of year to add a last-

    By Guest MFuentes, July 13, 2000
    • 4 replies
    • 1.5k views
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    • actuarysmith
    • July 17, 2000

22. Money Purchase Plan Problem

    By John Feldt ERPA CPC QPA, September 15, 2008
    • 4 replies
    • 1.6k views
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    • ERISAnut
    • September 15, 2008

23. SEC Guidance on Paying For Filings With Plan Assets

    By Rafael, July 18, 2018
    • 4 replies
    • 835 views
    • 
    • Rafael
    • July 18, 2018

24. Form 5500 - Valuing Insurance Policies

    By Guest rkaplan, October 6, 1999
    • 4 replies
    • 2k views
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    • Guest
    • October 14, 1999

25. Plan fees

    By Guest taj32z, January 15, 2003
    • 4 replies
    • 1.2k views
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    • david rigby
    • January 16, 2003

26. Beneficiary and RMD rules

    By Cynchbeast, May 26, 2017
    • 4 replies
    • 910 views
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    • ETA Consulting LLC
    • May 27, 2017

27. Treatment of non-deductible contributions

    By SoCalActuary, May 22, 2018
    • 4 replies
    • 1k views
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    • SoCalActuary
    • May 24, 2018

28. Participant under threshold to get allocation in 2020; options?

    By AlbanyConsultant, January 14, 2021
    • 4 replies
    • 583 views
    • 
    • Mike Preston
    • January 28, 2021

29. Bonding Question

    By mming, June 12, 2012
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 12, 2012

30. required contribution & bankrupt plan sponsor

    By eilano, June 10, 2002
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • June 11, 2002

31. Eligibility cutoff point

    By John A, October 19, 1999
    • 4 replies
    • 1.9k views
    • 
    • John A
    • October 20, 1999

32. 415 exceeded

    By 52626, July 13, 2022
    • 4 replies
    • 1.4k views
    • 
    • jsample
    • July 14, 2022

33. When not an HCE

    By Jakyasar, September 24, 2020
    • 4 replies
    • 933 views
    • 
    • Jakyasar
    • November 11, 2020

34. Foreign investments in 401(k) Plan

    By Belgarath, June 28, 2021
    • 4 replies
    • 1.2k views
    • 
    • PeterN
    • July 9, 2021

35. ERISA Bond Coverage.... combine bonds?

    By K-t-F, May 2, 2022
    • 4 replies
    • 898 views
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    • K-t-F
    • May 3, 2022

36. Controlled Group Service

    By Guest CAM223, September 23, 2002
    • 4 replies
    • 1.4k views
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    • Everett Moreland
    • September 25, 2002

37. Accept R/O from Term'd Ee?

    By Guest Crystal, October 20, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 21, 1999

38. 404(c) Protection with only brokerage accounts?

    By BG5150, October 25, 2021
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • October 26, 2021

39. Plan number on document and 5500 do not match

    By AKconsult, July 27, 2020
    • 4 replies
    • 1.9k views
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    • Peter Gulia
    • July 28, 2020

40. 2004 ASPA annual conference

    By RLD513, September 2, 2004
    • 4 replies
    • 1.5k views
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    • RLD513
    • September 14, 2004

41. Enhanced Catch-up--discretionary or not?

    By BG5150, May 14, 2025
    • 4 replies
    • 3.6k views
    • 
    • BG5150
    • May 15, 2025

42. Want to start a TPA

    By Guest JimJ, September 17, 2001
    • 4 replies
    • 1.6k views
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    • Erik Read
    • September 21, 2001

43. Red Flags Rule

    By Guest Dune, May 21, 2009
    • 4 replies
    • 1.9k views
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    • rcline46
    • July 31, 2009

44. Tax credit for startup plans

    By AS TPA, January 15, 2020
    • 4 replies
    • 1.3k views
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    • AS TPA
    • January 23, 2020

45. Document fee for the first year of the plan

    By Jakyasar, November 19, 2020
    • 4 replies
    • 830 views
    • 
    • MWeddell
    • November 20, 2020

46. Code Section 401(a)(26) and One Paticipant DB Plan Maintained by One of Five Shareholders in a Medical Practice

    By Guest Edward McElroy, September 15, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 16, 2005

47. Single Member LLC Start Up

    By Guest nwr1972, February 3, 2007
    • 4 replies
    • 9.4k views
    • 
    • J Simmons
    • February 20, 2007

48. IRS Secure Message Portal Update?

    By justanotheradmin, October 25, 2024
    • 4 replies
    • 2.3k views
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    • thepensionmaven
    • October 29, 2024

49. Average Benefits Test - Multiple Plans

    By Guest Victoria Pelletiere, May 1, 2002
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 1, 2002

50. Controlled group without ownership?

    By Guest Christie Banks, May 1, 2002
    • 4 replies
    • 2.6k views
    • 
    • pjkoehler
    • May 2, 2002