Retirement Plans in General

5,753 topics in this forum

1. Independent Auditor's Report

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

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

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

3. 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
   • 
   • Erik Read
   • April 19, 2001

4. Executives Voluntarily Taking Reduced Contribution

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

5. Did anyone publish a book on SECURE 2022?

   By Peter Gulia, December 22, 2023
   • 4 replies
   • 1.1k views
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   • Belgarath
   • December 27, 2023

6. 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

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

   By David, December 12, 2000
   • 4 replies
   • 1.5k views
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   • BeckyMiller
   • December 20, 2000

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

   By Belgarath, December 11, 2001
   • 4 replies
   • 1.4k views
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   • Belgarath
   • December 13, 2001

9. Takeover and deduction related

   By Jakyasar, September 4
   • 4 replies
   • 3k views
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   • Calavera
   • September 8

10. Ownership/eligible compensation issues

    By Guest DVW, December 24, 2002
    • 4 replies
    • 1.1k views
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    • Guest
    • January 10, 2003

11. 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

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

    By Guest MFuentes, July 13, 2000
    • 4 replies
    • 1.4k views
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    • actuarysmith
    • July 17, 2000

13. 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

14. SEC Guidance on Paying For Filings With Plan Assets

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

15. Form 5500 - Valuing Insurance Policies

    By Guest rkaplan, October 6, 1999
    • 4 replies
    • 1.9k views
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    • Guest
    • October 14, 1999

16. Plan fees

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

17. Beneficiary and RMD rules

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

18. Treatment of non-deductible contributions

    By SoCalActuary, May 22, 2018
    • 4 replies
    • 992 views
    • 
    • SoCalActuary
    • May 24, 2018

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

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

20. Bonding Question

    By mming, June 12, 2012
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 12, 2012

21. required contribution & bankrupt plan sponsor

    By eilano, June 10, 2002
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • June 11, 2002

22. Eligibility cutoff point

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

23. 415 exceeded

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

24. When not an HCE

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

25. Foreign investments in 401(k) Plan

    By Belgarath, June 28, 2021
    • 4 replies
    • 1.1k views
    • 
    • PeterN
    • July 9, 2021

26. ERISA Bond Coverage.... combine bonds?

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

27. Controlled Group Service

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

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

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

29. 404(c) Protection with only brokerage accounts?

    By BG5150, October 25, 2021
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • October 26, 2021

30. Plan number on document and 5500 do not match

    By AKconsult, July 27, 2020
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • July 28, 2020

31. 2004 ASPA annual conference

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

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

    By BG5150, May 14
    • 4 replies
    • 3.5k views
    • 
    • BG5150
    • May 15

33. Want to start a TPA

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

34. Red Flags Rule

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

35. Tax credit for startup plans

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

36. Document fee for the first year of the plan

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

37. 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

38. Single Member LLC Start Up

    By Guest nwr1972, February 3, 2007
    • 4 replies
    • 9.3k views
    • 
    • J Simmons
    • February 20, 2007

39. IRS Secure Message Portal Update?

    By justanotheradmin, October 25, 2024
    • 4 replies
    • 2.1k views
    • 
    • thepensionmaven
    • October 29, 2024

40. Average Benefits Test - Multiple Plans

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

41. Controlled group without ownership?

    By Guest Christie Banks, May 1, 2002
    • 4 replies
    • 2.5k views
    • 
    • pjkoehler
    • May 2, 2002

42. K-1 Self Employment Earnings

    By Penman2006, February 27, 2008
    • 4 replies
    • 3.4k views
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    • Penman2006
    • February 28, 2008

43. TPG question--applies to HSA, too?

    By BG5150, September 27, 2022
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • September 28, 2022

44. Recurring and Substantial Contributions

    By MarZDoates, April 29, 2003
    • 4 replies
    • 4.7k views
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    • david rigby
    • April 30, 2003

45. next year's limits

    By Tom Poje, August 15, 2008
    • 4 replies
    • 1.3k views
    • 
    • XTitan
    • August 20, 2008

46. Roll outs being held hostage

    By Dave401kguy, October 26, 2023
    • 4 replies
    • 1.1k views
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    • Gadgetfreak
    • October 27, 2023

47. Opinion: Might Be Best Not to Save Too Much for Retirement

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 5.8k views
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    • Guest
    • August 29, 2007

48. Investment and Administration Advice

    By Guest wildcat, August 15, 2008
    • 4 replies
    • 1k views
    • 
    • K2retire
    • August 16, 2008

49. Plan sponsor changes name and plan name in middle of plan year

    By pgold, January 16, 2020
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • January 17, 2020

50. Partners' correct date of hire?

    By shERPA, March 2, 2021
    • 4 replies
    • 1.6k views
    • 
    • shERPA
    • March 4, 2021