Retirement Plans in General

5,751 topics in this forum

1. Employee Leasing for very small company?

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

2. PSP, no k or m features, 2 year in-service withdrawals

   By J Simmons, September 13, 2009
   • 8 replies
   • 1.7k views
   • 
   • J Simmons
   • September 15, 2009

3. Sole proprieter owns 2 separate entities

   By R. Butler, September 21, 2010
   • 10 replies
   • 1.7k views
   • 
   • Kevin C
   • September 22, 2010

4. Advisor Referrals - New Fiduciary Rules

   By BeanCounterBlues, April 13, 2016
   • 4 replies
   • 1.7k views
   • 
   • SwimmingInBowelsOfERISA
   • May 5, 2016

5. Payment of plan expenses

   By ErisaGooroo, January 12, 2018
   • 7 replies
   • 1.7k views
   • 
   • ErisaGooroo
   • January 19, 2018

6. Summary of Material Modification?

   By chris, March 22, 2002
   • 1 reply
   • 1.7k views
   • 
   • KJohnson
   • March 22, 2002

7. Failure to secure 412 Bond

   By mal, January 31, 2003
   • 1 reply
   • 1.7k views
   • 
   • jaemmons
   • February 14, 2003

8. Notice to Whom?

   By Just Me, October 25, 2010
   • 7 replies
   • 1.7k views
   • 
   • Just Me
   • October 28, 2010

9. Does 404 deduction limit Apply?

   By Guest WantsToLearn, January 29, 2007
   • 6 replies
   • 1.7k views
   • 
   • david rigby
   • January 30, 2007

10. need retirement benefits provider

    By Guest Diane D, November 4, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 9, 1998

11. Do we have to keep track of MP and PS assets separately when MP merges into PS? Even if PS plan specs are identical to MP plan specs?

    By Guest DIGMYDOG, September 23, 2004
    • 14 replies
    • 1.7k views
    • 
    • E as in ERISA
    • September 27, 2004

12. Mark Dray's letter to IRS about timing of CRA amendment

    By Dave Baker, September 24, 2002
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • September 25, 2002

13. Freezing MPPP

    By chris, September 2, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • September 3, 1999

14. Reasonable Classification and 410(b)

    By AndyH, May 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • May 13, 2002

15. PRIOR SERVICE CREDIT

    By Guest kkost, July 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • July 31, 2000

16. Valuation Date

    By Guest djsimonetti, November 23, 1998
    • 2 replies
    • 1.7k views
    • 
    • richard
    • November 24, 1998

17. Participant Compensation used in Deduction Limits for Combo Plans

    By jbrindisi77, February 20, 2015   

    • deductions
    • cash balance
    • (and 2 more)

      Tagged with:

      • deductions
      • cash balance
      • profit sharing
      • 401(k)
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2015

18. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80, June 3, 2008
    • 7 replies
    • 1.7k views
    • 
    • JanetM
    • June 4, 2008

19. does a new co joining a MEP get the auto-enrollment 3 year grace period?

    By AlbanyConsultant, December 3, 2024
    • 1 reply
    • 1.7k views
    • 
    • Peter Gulia
    • December 3, 2024

20. Counting prior service forever?

    By AlbanyConsultant, April 19, 2016
    • 8 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • April 22, 2016

21. Forms 1099-R and 945

    By imchipbrown, February 18, 2006
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 21, 2006

22. Demutualization

    By Guest wwest, January 28, 2000
    • 3 replies
    • 1.7k views
    • 
    • JWK
    • February 14, 2000

23. Keogh vs SEP - Asset Protection - Seeking Articles on Subject

    By Guest kprhok, September 25, 2009
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • September 25, 2009

24. UBTI- DOUBLE TAXATION

    By Guest AFRICA, August 8, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 8, 1999

25. the only stupid question is the one not asked

    By Guest pensiondoc, December 19, 1998
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • December 21, 1998

26. What are common pitfalls of administering Davis Bacon plans?

    By Guest Stacey L Miller, April 2, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 5, 2001

27. 404(c) compliant?

    By Guest TrustMe401k, June 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • June 18, 2002

28. Timing of deduction

    By ombskid, April 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • masteff
    • April 9, 2008

29. Are Loan Offsets Mandatory

    By Briandfox, August 8, 2016
    • 14 replies
    • 1.7k views
    • 
    • Briandfox
    • August 9, 2016

30. To revalue or not to revalue?

    By John A, September 21, 1999
    • 5 replies
    • 1.7k views
    • 
    • richard
    • September 24, 1999

31. Age weighted ps combined with 401(k)

    By Belgarath, July 30, 2004
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • August 12, 2004

32. Vesting Amendment

    By Oh so SIMPLE, April 8, 2010
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 13, 2010

33. Eligibility Computation Period other than 1 plan year

    By Guest Bill Mulkern, March 27, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 27, 1999

34. Employer Matching Vesting Schedule under EGTRRA

    By stephen, June 21, 2001
    • 2 replies
    • 1.7k views
    • 
    • stephen
    • June 21, 2001

35. Once a 5% owner, always a 5% owner?

    By Guest Kathleen Fouquet, October 25, 2001
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • October 25, 2001

36. Controlled and Affiliated entity

    By SheilaD, July 26, 2013   

    • controlled group
    • affiliated service group
    • 3 replies
    • 1.7k views
    • 
    • GMK
    • July 29, 2013

37. Self-Correction Program

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2008

38. New IRS Revenue Procedure 2019-19

    By Belgarath, May 8, 2019
    • 23 replies
    • 1.7k views
    • 
    • Belgarath
    • May 14, 2019

39. Roth 401(k)'s -- an FYI

    By dh003i, November 22, 2004
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 23, 2004

40. attribution and controlled group

    By Guest quinn the car fixer, August 9, 2004
    • 7 replies
    • 1.7k views
    • 
    • R. Butler
    • August 12, 2004

41. History of Pension Legislation

    By SMB, July 10, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • July 11, 2008

42. D/B Plan with some D/C Limits under IRC 414(k)(2).

    By Guest wjr, November 8, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 8, 2000

43. Incidental Limit calc on premium or just cost

    By Tina W, March 16, 2012
    • 6 replies
    • 1.7k views
    • 
    • Tina W
    • March 20, 2012

44. How do you determine the annual additions limit for paired retirement

    By Guest Joe Vasko, July 19, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 26, 2000

45. 8955-SSA on takeover plan

    By Dennis Povloski, February 10, 2016
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • August 10, 2016

46. Prototype documents

    By Guest TortoraG, March 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • kboyce
    • May 10, 1999

47. Profit-Sharing Contribution

    By imchipbrown, June 14, 1999
    • 2 replies
    • 1.7k views
    • 
    • Dave Baker
    • June 18, 1999

48. Treatment of MP plan's forfeitures when MP plan merges into PS plan

    By Guest Kelly Igel, February 6, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2002

49. 401(a)(9) ownership change after year of 70 1/2

    By JJRetirement, December 12, 2013   

    • 401(a)(9)
    • 5% owner
    • (and 1 more)

      Tagged with:

      • 401(a)(9)
      • 5% owner
      • required minimum distribution
    • 3 replies
    • 1.7k views
    • 
    • JJRetirement
    • December 12, 2013

50. Annual valuation for pooled funds

    By kwalified, December 15, 2014
    • 7 replies
    • 1.7k views
    • 
    • kwalified
    • December 16, 2014