Retirement Plans in General

5,753 topics in this forum

1. Defaulted loans - looming in the background if participant tries to bo

   By MR, September 15, 2000
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • September 18, 2000

2. Reinstating forfeitures for 0% vested participants - always or depende

   By John A, May 24, 2001
   • 0 replies
   • 1.7k views
   • 
   • John A
   • May 24, 2001

3. Recovering Large Overpayment

   By Guest bassman, March 7, 2003
   • 2 replies
   • 1.7k views
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   • mal
   • March 10, 2003

4. asg with age based allocation to sole props

   By Earl, April 19, 2000
   • 0 replies
   • 1.7k views
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   • Earl
   • April 19, 2000

5. Electronic Beneficiary Designations

   By Guest TrustMe401k, June 2, 2006
   • 1 reply
   • 1.7k views
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   • JanetM
   • June 2, 2006

6. What fees can be paid from the plan assets?

   By Jakyasar, January 15, 2021
   • 4 replies
   • 1.7k views
   • 
   • FORMER ESQ.
   • January 16, 2021

7. Do I need to restate the DB plan?

   By Jakyasar, February 17
   • 5 replies
   • 1.7k views
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   • CuseFan
   • February 18

8. New plan... no compensation... only rollover contributions

   By K-t-F, September 2, 2004
   • 11 replies
   • 1.7k views
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   • SoCalActuary
   • September 9, 2004

9. possible controlled group scenario

   By dmb, July 21, 2004
   • 10 replies
   • 1.7k views
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   • Archimage
   • July 22, 2004

10. Going Paperless

    By waid10, June 8, 2009
    • 5 replies
    • 1.7k views
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    • Monica Barnard
    • August 15, 2009

11. Davis Bacon Plans

    By Guest AHayhow, March 12, 2002
    • 0 replies
    • 1.7k views
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    • Guest
    • March 12, 2002

12. Participant Opts Out (waives out)

    By Basically, March 14, 2024
    • 9 replies
    • 1.7k views
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    • Bri
    • March 15, 2024

13. starting a new plan with PPP money?

    By AlbanyConsultant, June 3, 2020
    • 13 replies
    • 1.7k views
    • 
    • Larry Starr
    • June 8, 2020

14. Can Partner Opt Out of Plan

    By jane123, August 19, 2003
    • 13 replies
    • 1.7k views
    • 
    • chris
    • August 25, 2003

15. Is this a benefit, right or feature that must be tested for discrimina

    By jkharvey, May 26, 2002
    • 3 replies
    • 1.7k views
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    • actuarysmith
    • May 29, 2002

16. Spanish SARs and SPDs...

    By ESOP Guy, October 11, 2018
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 12, 2018

17. 2011 Required Amendment

    By Cynchbeast, September 20, 2013
    • 3 replies
    • 1.7k views
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    • Bird
    • September 21, 2013

18. Help with change in plan sponsor entity type.

    By jkharvey, March 21, 2001
    • 1 reply
    • 1.7k views
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    • David MacLennan
    • March 25, 2001

19. Pay with no hours

    By Cynchbeast, February 7, 2017
    • 8 replies
    • 1.7k views
    • 
    • BG5150
    • February 8, 2017

20. Question re allocation formula in money purchase plan

    By Guest Gibson, December 12, 2000
    • 2 replies
    • 1.7k views
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    • rcline46
    • December 13, 2000

21. How to allocate more than $34k in 2001?

    By Jed Macy, November 2, 2000
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • November 3, 2000

22. section 318 attribution

    By Guest gcrechale, March 4, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 5, 1999

23. Allocation

    By Guest msjudees, October 26, 2006
    • 6 replies
    • 1.7k views
    • 
    • Jim Norman
    • October 30, 2006

24. Traders' income for pension purposes

    By Guest IntPenDes, November 10, 1998
    • 2 replies
    • 1.7k views
    • 
    • imchipbrown
    • November 24, 1998

25. 1999 GUST Restatements - Status anyone?

    By mwyatt, February 3, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 6, 1999

26. Controlled Group- spousal

    By Guest jim williams, March 19, 2008
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • March 20, 2008

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

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

28. QDRO distributions & top heavy determination

    By Guest jim williams, January 31, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 1, 2006

29. Forfeitures

    By Belgarath, April 22, 2020
    • 5 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 22, 2020

30. Getting back a small overpayment that shouldn't have been deposited in the first place

    By AlbanyConsultant, August 12, 2022
    • 17 replies
    • 1.7k views
    • 
    • BG5150
    • August 18, 2022

31. Issues regarding lease employees

    By Guest Kellie Smith, April 27, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2000

32. Non Profit Entity as Plan Trustee

    By Christine Roberts, June 7, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 2000

33. Last Day Rule

    By DP, January 9, 2008
    • 4 replies
    • 1.7k views
    • 
    • Young Curmudgeon
    • January 24, 2008

34. Taxable Employer-Provided Vehicle & 3401(a) Compensation

    By EBECatty, October 6, 2023
    • 3 replies
    • 1.7k views
    • 
    • EBECatty
    • October 6, 2023

35. Electronic signatures

    By davef, July 11, 2000
    • 2 replies
    • 1.7k views
    • 
    • davef
    • July 24, 2000

36. 410(b) for controlled group

    By Trekker, August 13, 2012
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 13, 2012

37. vesting on contributions

    By Santo Gold, November 15, 2018
    • 12 replies
    • 1.7k views
    • 
    • Peter Gulia
    • November 16, 2018

38. Partial Plan Termination?

    By cheersmate, August 20, 2018   

    • partial plan termination
    • small employer
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • small employer
      • sale of a location
    • 13 replies
    • 1.7k views
    • 
    • Luke Bailey
    • August 24, 2018

39. Protection of plan assets accrued in non ERISA plans

    By mbozek, April 28, 2004
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • April 29, 2004

40. 401k Investment Choices

    By DP, November 12, 2002
    • 7 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • November 18, 2002

41. Design-based safe harbor allocation formula

    By Belgarath, November 11, 2014
    • 4 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • November 11, 2014

42. Partial termination in plan covering employees in more than one collec

    By Guest LMalone, February 9, 2001
    • 1 reply
    • 1.7k views
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    • david rigby
    • February 19, 2001

43. Plan coverage for leased employees

    By katieinny, July 12, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 15, 2007

44. 404(c) language in a Summary Plan Description

    By katieinny, February 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 4, 2005

45. Transition rule under 410(b)(6)(C)

    By buckaroo, April 26, 2018
    • 5 replies
    • 1.7k views
    • 
    • buckaroo
    • May 1, 2018

46. What is w-2 salary

    By Jakyasar, April 1, 2022
    • 16 replies
    • 1.7k views
    • 
    • Nate S
    • April 6, 2022

47. calculating earnings on missed contribution

    By Guest dlm, August 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 18, 1999

48. When do the provisions of a plan amendment changing eligibility and ve

    By Guest D. Neuhauser, December 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • December 8, 2001

49. Union Related Entity

    By Guest RS Vatalaro, July 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 14, 1999

50. Employee Leasing for very small company?

    By Guest FREE401k, August 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • GBurns
    • August 7, 2002