Retirement Plans in General

5,751 topics in this forum

1. Can a plan purchase an insurance policy on a totally unrelated 3rd party?

   By Earl, May 25, 2004
   • 17 replies
   • 3.7k views
   • 
   • Belgarath
   • June 7, 2004

2. Terminated participant fees

   By Belgarath, June 15, 2021
   • 16 replies
   • 1.4k views
   • 
   • Luke Bailey
   • June 19, 2021

3. Plan Mergers

   By Madison71, August 18, 2016
   • 16 replies
   • 2k views
   • 
   • Madison71
   • August 19, 2016

4. Plan Trustee deceased

   By Cynchbeast, October 30, 2013
   • 16 replies
   • 4.6k views
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   • david rigby
   • November 6, 2013

5. Amending an adoption agreement...retroactive?

   By Lori Friedman, February 1, 2005
   • 16 replies
   • 5.2k views
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   • Blinky the 3-eyed Fish
   • February 2, 2005

6. Steep Penalty

   By SSRRS, February 17, 2022
   • 16 replies
   • 2k views
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   • ESOP Guy
   • February 18, 2022

7. Gold Investment... must it be held by a custodian?

   By K-t-F, April 8, 2020
   • 16 replies
   • 2.6k views
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   • Luke Bailey
   • May 11, 2020

8. Unreported rollover

   By Cynchbeast, May 10, 2013
   • 16 replies
   • 2.3k views
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   • Bill Presson
   • May 15, 2013

9. Retroactively Amend Plan to Make Allocation Requirement More Generous?

   By Lucky32, September 9
   • 16 replies
   • 3.1k views
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   • Lucky32
   • September 11

10. Employee included by mistake

    By Basically, March 1, 2022
    • 16 replies
    • 1.9k views
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    • Belgarath
    • March 16, 2022

11. Prohibited transaction?

    By R. Butler, July 1, 2002
    • 16 replies
    • 3.6k views
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    • Kirk Maldonado
    • July 2, 2002

12. What does "last day employment" mean?

    By Guest CharlieLaur, February 25, 2005
    • 16 replies
    • 23.1k views
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    • mbozek
    • March 8, 2005

13. DOMA Change and effect on retirement plans

    By Appleby, June 27, 2013
    • 16 replies
    • 2.6k views
    • 
    • masteff
    • July 2, 2013

14. Definition of HCE - plan uses lookback year - when does new $85,000 de

    By Dave Baker, October 25, 1999
    • 16 replies
    • 3.7k views
    • 
    • IRC401
    • December 16, 1999

15. For an age 60-63 catch-up, is 2026’s inflation adjusted amount $12,000 or $11,250?

    By Peter Gulia, November 7
    • 16 replies
    • 973 views
    • 
    • austin3515
    • Thursday at 08:01 PM

16. Establishing a new profit sharing plan (no CODA)....

    By Lori H, December 21, 2010
    • 16 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 29, 2010

17. projected limits for 2019

    By Tom Poje, June 12, 2018
    • 16 replies
    • 2.8k views
    • 
    • shERPA
    • October 26, 2018

18. Fidelity Bond required when only remaining participants are owners?

    By jukeboy56, March 4, 2005
    • 16 replies
    • 3.5k views
    • 
    • AndyH
    • March 22, 2005

19. TPA or Sponsor (client) to respond to employee requests

    By SSRRS, July 2, 2019
    • 16 replies
    • 2.2k views
    • 
    • jashendorf
    • July 9, 2019

20. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold, February 4, 2021
    • 16 replies
    • 4.5k views
    • 
    • mkaufman
    • January 30, 2022

21. Ancestral PIA Determination

    By Guest windwalker, September 12, 2002
    • 16 replies
    • 2.1k views
    • 
    • david rigby
    • September 15, 2002

22. What is w-2 salary

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

23. "Dual Eligibility" Issue

    By Guest Jeff Underwood, December 13, 2004
    • 16 replies
    • 2.7k views
    • 
    • rcline46
    • December 21, 2004

24. This is a clarification ?

    By jevd, September 29, 2009
    • 16 replies
    • 1.8k views
    • 
    • jevd
    • September 30, 2009

25. Consequences for not having Fidelity Bond?

    By jkharvey, August 9, 2005
    • 16 replies
    • 6.5k views
    • 
    • Guest
    • August 15, 2005

26. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia, January 10, 2023
    • 15 replies
    • 5.1k views
    • 
    • Peter Gulia
    • January 30, 2023

27. Company X owned by 2 separate S-Corps

    By K-t-F, December 7, 2021
    • 15 replies
    • 1.4k views
    • 
    • K-t-F
    • December 15, 2021

28. Why should retirement plans be organized around employers?

    By Peter Gulia, December 10, 2018
    • 15 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • December 14, 2018

29. Contributing to SEP and PSP in same year

    By mjf624, September 5, 2017
    • 15 replies
    • 2.2k views
    • 
    • austin3515
    • September 7, 2017

30. Exclude HCE by name even though non-key

    By Trekker, October 13, 2014
    • 15 replies
    • 2.1k views
    • 
    • Trekker
    • October 15, 2014

31. resident alien?

    By AlbanyConsultant, May 20, 2014
    • 15 replies
    • 3.6k views
    • 
    • imchipbrown
    • October 10, 2016

32. Cut-back question

    By J2D2, July 17, 2002
    • 15 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 18, 2002

33. Integrated allocation in profit sharing plan; don't understand how the document's "comp plus excess comp" formula works

    By Lori H, September 15, 2003
    • 15 replies
    • 4.6k views
    • 
    • Tom Poje
    • September 26, 2003

34. Trump executive order boosts MEPs (PEP? ARP?)

    By RatherBeGolfing, August 31, 2018
    • 15 replies
    • 1.1k views
    • 
    • ACK
    • September 10, 2018

35. Salary Deferral DB Plan?

    By Christine Roberts, March 21, 2002
    • 15 replies
    • 2.4k views
    • 
    • mbozek
    • September 17, 2002

36. Constructive Ownership/Controlled Group

    By MarZDoates, February 6, 2004
    • 15 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 11, 2004

37. Irrevocable Trust/ERISA Coverage

    By JWRB, October 18, 2017
    • 15 replies
    • 2.2k views
    • 
    • MoJo
    • October 19, 2017

38. What regulation says a plan doesn’t tax-qualify if not administered according to its written plan?

    By Peter Gulia, August 6, 2019   

    • internal revenue code § 401(a)
    • 15 replies
    • 2.5k views
    • 
    • loserson
    • August 8, 2019

39. Plan Merger after Asset Sale

    By K-t-F, March 9, 2020
    • 15 replies
    • 2.1k views
    • 
    • QP_Guy
    • March 19, 2020

40. Plan Termed, Partic is getting a divorce

    By BG5150, November 25, 2020
    • 15 replies
    • 1.2k views
    • 
    • Peter Gulia
    • November 30, 2020

41. your tax dollars hard at work running IRAs'

    By Tom Poje, July 28, 2017
    • 15 replies
    • 887 views
    • 
    • MoJo
    • August 4, 2017

42. PBGC covered or not

    By Jakyasar, March 9, 2022
    • 15 replies
    • 2.4k views
    • 
    • ktrombino
    • September 21, 2022

43. PPP Money

    By thepensionmaven, March 9, 2021
    • 15 replies
    • 1.7k views
    • 
    • shERPA
    • March 15, 2021

44. Sub S shareholder "wages"

    By thepensionmaven, April 11, 2018
    • 15 replies
    • 4.1k views
    • 
    • BG5150
    • April 13, 2018

45. Retirement plan puzzle for new Subchapter S

    By Guest GregT, April 13, 2005
    • 15 replies
    • 7.6k views
    • 
    • mbozek
    • April 16, 2005

46. DOL Investigation

    By Guest mrilao, December 8, 2004
    • 15 replies
    • 3.6k views
    • 
    • AndyH
    • December 9, 2004

47. Amend to change Profit Sharing Allocation method after year end

    By Old Reliable, July 8
    • 15 replies
    • 4k views
    • 
    • David D
    • August 14

48. Paying Expenses from Plan Assets

    By waid10, September 23, 2008
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • September 24, 2008

49. Can you QDRO an Alternate Payee Account

    By Molgilny89, October 13, 2020
    • 15 replies
    • 3.2k views
    • 
    • FormsRstillmylife
    • October 21, 2020

50. Company Stock as Plan Investment

    By Dougsbpc, September 30, 2002
    • 15 replies
    • 3k views
    • 
    • david rigby
    • October 9, 2002