Retirement Plans in General

5,751 topics in this forum

1. 2026 COLA Projection of Dollar Limits

   By John Feldt ERPA CPC QPA, August 12
   • 15 replies
   • 3.6k views
   • 
   • John Feldt ERPA CPC QPA
   • October 24

2. 204(h) Notice

   By luissaha, September 23, 2014
   • 8 replies
   • 2.3k views
   • 
   • luissaha
   • September 23, 2014

3. 204(h) Notice

   By chris, July 19, 1999
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • July 21, 1999

4. 204(h) notice required for conversion from MP to 401(k) PS?

   By billfgrady, January 23, 2002
   • 2 replies
   • 1.8k views
   • 
   • billfgrady
   • January 23, 2002

5. 204(h) Notice Twice??

   By Christine Roberts, June 21, 2000
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • June 21, 2000

6. 211 whistleblower process

   By drakecohen, March 26, 2024
   • 0 replies
   • 527 views
   • 
   • drakecohen
   • March 26, 2024

7. 25% and 15% calculations wrt ee deferrals

   By David, July 26, 2000
   • 4 replies
   • 2.4k views
   • 
   • pjkoehler
   • July 28, 2000

8. 25% Deduction limit in pro-rata allocation

   By Becky Schwing, August 21, 2018
   • 26 replies
   • 3.8k views
   • 
   • Belgarath
   • August 23, 2018

9. 25% IRC 404 limit for combo MPPP/PS Plan

   By Guest RS Vatalaro, May 27, 1999
   • 1 reply
   • 1.9k views
   • 
   • Kathy
   • May 27, 1999

10. 25% of eligible compensation deductible limit

    By dmb, November 30, 2017
    • 12 replies
    • 3.8k views
    • 
    • Belgarath
    • September 12, 2022

11. 267 attribution

    By R. Butler, September 29, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 30, 2011

12. 295 Free Recorded Webcasts About Retirement Plans

    By Dave Baker, June 29, 2017
    • 2 replies
    • 672 views
    • 
    • Gadgetfreak
    • June 30, 2017

13. 3 owners form an LLC, but want different benefits from the plan(s)

    By Santo Gold, March 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 11, 2007

14. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

    By Santo Gold, July 23, 2021
    • 1 reply
    • 677 views
    • 
    • Belgarath
    • July 23, 2021

15. 3 Small Businesses

    By Basically, October 6, 2021
    • 4 replies
    • 605 views
    • 
    • Belgarath
    • October 8, 2021

16. 3(16) administrator signing 5500 for client question

    By BG5150, December 2, 2021
    • 2 replies
    • 764 views
    • 
    • BG5150
    • December 3, 2021

17. 30% Limit On Passive Income Paid as Management Fee and Treated as Earned Income

    By Guest EMM118, April 8, 2009
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • April 9, 2009

18. 3401(a) exlcude sales commissions?

    By Guest Enda80, April 6, 2008
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2008

19. 4 Step Permitted Disparity - Maxing Out Two Owners

    By Kattdogg12, August 14
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • August 14

20. 401 Rollover --need advice asap

    By Guest charxyz, October 30, 2008
    • 7 replies
    • 1.3k views
    • 
    • masteff
    • November 20, 2008

21. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

    By Guest Enda80, May 15, 2008
    • 0 replies
    • 878 views
    • 
    • Guest
    • May 15, 2008

22. 401(a) or FICA / Social Security Alternative Plans

    By Guest sammyg, June 16, 2009
    • 1 reply
    • 8.7k views
    • 
    • eeyore
    • June 18, 2009

23. 401(a) Plans for Public Sector Employers in New York

    By Guest DAF, April 20, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 2007

24. 401(a)(17) & Plan Formula Change

    By wmyer, March 30, 2005
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • March 30, 2005

25. 401(a)(17) limit for quarterly allocations

    By Medusa, July 18, 2001
    • 0 replies
    • 1.3k views
    • 
    • Medusa
    • July 18, 2001

26. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80, June 10, 2008
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • June 10, 2008

27. 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

28. 401(a)(31), 401(a)(9) effective dates for a retirement plan questions; absolute or first day of the first plan year following the effective dates give

    By Guest Enda80, October 28, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 29, 2008

29. 401(a)(4)

    By thepensionmaven, February 6, 2009
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 9, 2009

30. 401(a)(4) nondiscrimination test required for int alloc

    By betheeg, October 10, 2007
    • 7 replies
    • 2.6k views
    • 
    • rcline46
    • October 11, 2007

31. 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

32. 401(a)(9) Regs

    By MarZDoates, December 23, 2003
    • 3 replies
    • 1.3k views
    • 
    • MarZDoates
    • December 23, 2003

33. 401(a)26

    By thepensionmaven, December 9, 2014
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • December 10, 2014

34. 401(h) Accounts

    By Ron Snyder, June 14, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • June 15, 2006

35. 401(h) and HIPAA

    By E as in ERISA, May 24, 2002
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • May 28, 2002

36. 401(h) Feature in Money Purchase Plan

    By VBSalas, March 9, 2015   

    • 401(h)
    • mpp
    • 4 replies
    • 2.2k views
    • 
    • VBSalas
    • March 10, 2015

37. 401(k) (non-union) and 403(b) (union)

    By waid10, February 2, 2010
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • February 3, 2010

38. 401(k) and Profit sharing in a Sub-S corporation for a single owner

    By Guest BruceCM, March 24, 2005
    • 17 replies
    • 16.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

39. 401(k) Company Matches and Loan Fees

    By Guest LCUtell, February 27, 1999
    • 5 replies
    • 1.6k views
    • 
    • Disco Stu
    • March 2, 1999

40. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro, February 16, 2017
    • 6 replies
    • 1.8k views
    • 
    • PensionPro
    • February 23, 2017

41. 401(k) for Owner of Union Shop

    By drakecohen, March 19, 2014
    • 4 replies
    • 1.1k views
    • 
    • movedon
    • March 21, 2014

42. 401(k) funds used to purchase lifetime annuity outside a 401(k) with payments used to satisfy owner's RMD - SECURE 2.0 Act

    By AJC, October 9, 2024
    • 10 replies
    • 1.6k views
    • 
    • AJC
    • October 11, 2024

43. 401(k) Loans

    By Guest smill014, August 27, 2008
    • 19 replies
    • 10.2k views
    • 
    • Kevin C
    • August 29, 2008

44. 401(k) Participant Count for Audit Requirement

    By Tom, April 7, 2022
    • 9 replies
    • 1.7k views
    • 
    • Bri
    • April 13, 2022

45. 401(k) Plan for Guam Based Corporation

    By Guest Sparky, July 9, 2004
    • 0 replies
    • 3k views
    • 
    • Guest
    • July 9, 2004

46. 401(k) Profit Share Plan Eligibility

    By Guest joe s, October 30, 2002
    • 2 replies
    • 1.3k views
    • 
    • wmyer
    • October 30, 2002

47. 401(k) rollover to 403(b) contains RMD

    By KaJay, July 24
    • 5 replies
    • 2.6k views
    • 
    • KaJay
    • November 7

48. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo, July 8, 2010
    • 26 replies
    • 7.8k views
    • 
    • buckaroo
    • July 15, 2010

49. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 9, 2001

50. 401(k) vs. 403(b)

    By Guest jaymiecook, January 26, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 26, 2001