Retirement Plans in General

5,753 topics in this forum

1. 404 Deduction Limit

   By Gilmore, May 10, 2004
   • 4 replies
   • 2.7k views
   • 
   • Gilmore
   • May 11, 2004

2. Large plan audit

   By Cynchbeast, January 16, 2020
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • January 22, 2020

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

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

4. doctor owner who is not independent contractor

   By AKconsult, April 27, 2012
   • 4 replies
   • 1.2k views
   • 
   • PensionPro
   • May 2, 2012

5. TIN obtained before plan is set up

   By Jakyasar, November 20, 2020
   • 4 replies
   • 575 views
   • 
   • Jakyasar
   • November 20, 2020

6. Nondiscrimination Testing/5500 Required?

   By Guest Stacey Potts, February 16, 2011
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • February 16, 2011

7. Submission deadline

   By Trekker, January 9, 2007
   • 4 replies
   • 1.5k views
   • 
   • Trekker
   • January 11, 2007

8. Pension check

   By Guest Jill41402, January 14, 2011
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • January 24, 2011

9. Compensation for Advisory Committee Members

   By Medusa, September 18, 2001
   • 4 replies
   • 1.7k views
   • 
   • Medusa
   • September 18, 2001

10. Limits on a self-employed individuals integrated allocation

    By Guest Enda80, August 16, 2008
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 27, 2008

11. How does one decide whether a distribution happened (or didn’t) if neither side has evidence?

    By Peter Gulia, April 24, 2024
    • 4 replies
    • 3.2k views
    • 
    • Belgarath
    • February 26

12. Sched C and Medical Ins

    By Earl, September 12, 2018
    • 4 replies
    • 609 views
    • 
    • Earl
    • September 18, 2018

13. Bonding

    By Cynchbeast, March 6, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • March 9, 2020

14. Controlled Group

    By Belgarath, November 4, 2016
    • 4 replies
    • 808 views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2016

15. Type of business entity as factor in establishing PS Plan?

    By billfgrady, February 23, 2006
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • February 23, 2006

16. Using up an excess company contribution

    By Bird, May 4, 2010
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • May 4, 2010

17. Affiliated Service Group (B-org with multiple FSOs)

    By Guest TomB432, June 14, 2012
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2012

18. DB SAR

    By K2, September 18, 2017
    • 4 replies
    • 478 views
    • 
    • Mike Preston
    • September 19, 2017

19. Top 20 Election

    By Cloudy, October 27, 2017
    • 4 replies
    • 1.2k views
    • 
    • Bri
    • September 27, 2021

20. Presidentially declared disaster areas- Extended deadline to establish SEPs/SIMPLEs?

    By Appleby, October 19, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 19, 2004

21. Self Directed 401(k) Plan for Physicians

    By SwimmingInBowelsOfERISA, May 5, 2016
    • 4 replies
    • 883 views
    • 
    • Belgarath
    • May 6, 2016

22. Two Employers Same Owner

    By thepensionmaven, October 1, 2019
    • 4 replies
    • 879 views
    • 
    • Larry Starr
    • October 2, 2019

23. Closing 1 corp, starting new one - same ret plan?

    By TPApril, September 29, 2022
    • 4 replies
    • 954 views
    • 
    • Bill Presson
    • September 30, 2022

24. Can a "3(16)" service help if a business owner is barred from serving as a fiduciary?

    By Peter Gulia, June 2, 2014
    • 4 replies
    • 946 views
    • 
    • QDROphile
    • June 20, 2014

25. Former Client adopted plan and left

    By John Feldt ERPA CPC QPA, January 28, 2008
    • 4 replies
    • 975 views
    • 
    • david rigby
    • January 29, 2008

26. Does A Plan Need It's Own TIN?

    By metsfan026, September 3, 2021
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • September 7, 2021

27. NRA Definition and 100% Vesting

    By cheersmate, April 17, 2015   

    • Vesting
    • NRA defined
    • (and 2 more)

      Tagged with:

      • Vesting
      • NRA defined
      • Corbel Document
      • automatic vesting
    • 4 replies
    • 6.1k views
    • 
    • cheersmate
    • April 17, 2015

28. 410(b)(6) transition period

    By R. Butler, May 10, 2022
    • 4 replies
    • 2.3k views
    • 
    • Ilene Ferenczy
    • May 11, 2022

29. profit sharing contribution but no profits

    By Santo Gold, February 26, 2019
    • 4 replies
    • 762 views
    • 
    • Patricia Neal Jensen
    • February 28, 2019

30. Money Purchase Plan- Late Contribution

    By Coleboy1, September 16
    • 4 replies
    • 2.5k views
    • 
    • justanotheradmin
    • September 16

31. Handbook for Small Business

    By Guest Melanie, October 29, 1998
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 1999

32. Multiple Changes in Controlled Group Membership

    By Guest Grumpy456, April 18, 2006
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • April 27, 2006

33. D.R.O.P Plans

    By Guest John J, May 21, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 23, 2007

34. Large Plan to Small Plan

    By KateSmithPA, March 10, 2009
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 10, 2009

35. Last Day Requirement for Vesting?

    By Spencer, November 17, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 1999

36. Yet another good old "mistake of fact" question

    By Belgarath, October 2, 2019
    • 4 replies
    • 1k views
    • 
    • Belgarath
    • October 3, 2019

37. One participant plan if it used to cover none owned

    By CKocher, September 6, 2023
    • 4 replies
    • 533 views
    • 
    • CKocher
    • September 10, 2023

38. using 500 hours for eligibility & vesting

    By betheeg, May 20, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 21, 2003

39. Workers Compensation and Vesting

    By Guest amboyd, May 2, 2002
    • 4 replies
    • 5.1k views
    • 
    • Guest
    • May 3, 2002

40. Slam Dunk Control Group

    By K-t-F, May 2, 2012
    • 4 replies
    • 956 views
    • 
    • K-t-F
    • May 3, 2012

41. Top Heavy Testing - Inservice distributions

    By Guest Randy713, December 23, 2004
    • 4 replies
    • 3.4k views
    • 
    • Belgarath
    • December 27, 2004

42. Revisit the vesting on plan merger question

    By jkharvey, October 20, 2004
    • 4 replies
    • 1.2k views
    • 
    • Ron Snyder
    • October 22, 2004

43. switching from self directed to pooled assets

    By betheeg, July 24, 2007
    • 4 replies
    • 2k views
    • 
    • betheeg
    • July 25, 2007

44. Loan to owner

    By Bird, December 17, 2010
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • December 18, 2010

45. Pension Payout

    By Guest JD698, September 21, 2006
    • 4 replies
    • 1.4k views
    • 
    • rcline46
    • September 21, 2006

46. RMD and no liquid assets in plan

    By Earl, September 18, 2008
    • 4 replies
    • 2.3k views
    • 
    • ERISAnut
    • September 18, 2008

47. Excluded class definition

    By SMB, March 10, 2009
    • 4 replies
    • 3.3k views
    • 
    • rcline46
    • March 11, 2009

48. Limits on DB Plan Allocation Options

    By fmsinc, October 3, 2019
    • 4 replies
    • 888 views
    • 
    • fmsinc
    • October 3, 2019

49. RMD from profit sharing plan

    By thepensionmaven, April 29, 2024
    • 4 replies
    • 812 views
    • 
    • Paul I
    • April 30, 2024

50. vesting question

    By eilano, December 13, 2006
    • 4 replies
    • 1.9k views
    • 
    • eilano
    • December 14, 2006