Retirement Plans in General

5,781 topics in this forum

1. Revisit the vesting on plan merger question

   By jkharvey, October 20, 2004
   • 4 replies
   • 1.3k views
   • 
   • Ron Snyder
   • October 22, 2004

2. switching from self directed to pooled assets

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

3. Loan to owner

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

4. Pension Payout

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

5. RMD and no liquid assets in plan

   By Earl, September 18, 2008
   • 4 replies
   • 2.4k views
   • 
   • ERISAnut
   • September 18, 2008

6. Excluded class definition

   By SMB, March 10, 2009
   • 4 replies
   • 3.4k views
   • 
   • rcline46
   • March 11, 2009

7. Limits on DB Plan Allocation Options

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

8. RMD from profit sharing plan

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

9. vesting question

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

10. Employed On Last Day of Plan Year

    By Guest ElizabethERISA, November 8, 2008
    • 4 replies
    • 3.2k views
    • 
    • Jim Chad
    • November 9, 2008

11. Partner Comp, ASG and Other Animals

    By PensionPro, September 27, 2010
    • 4 replies
    • 1k views
    • 
    • PensionPro
    • September 30, 2010

12. 410(b) coverage test for DB

    By Cynchbeast, February 28, 2014
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 28, 2014

13. Exception to Antiassignment Rule

    By Guest merlin, July 23, 2002
    • 4 replies
    • 2.6k views
    • 
    • jpod
    • July 24, 2002

14. Employer made rollover distribution instead of RMD

    By Guest fcdeacy, June 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • July 1, 2004

15. profit sharing plan for self employed with employees

    By thepensionmaven, August 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • August 14, 2015

16. Death of sole trustee

    By Egold, October 1, 2020
    • 4 replies
    • 1.4k views
    • 
    • Egold
    • October 2, 2020

17. Deposit of Employer Contribution

    By Below Ground, January 30, 2008
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • January 31, 2008

18. Contributions deposited and not allocated

    By Guest mmc, April 28, 2008
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • April 29, 2008

19. A sub-S corporation as part of the Controlled Group

    By Guest Iwonder, September 18, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • September 19, 2008

20. DOL Audit

    By Belgarath, January 2, 2019
    • 4 replies
    • 787 views
    • 
    • Belgarath
    • January 7, 2019

21. best way to handle

    By FJR, April 12, 2005
    • 4 replies
    • 1.4k views
    • 
    • JanetM
    • April 12, 2005

22. Amendment and Restatement of Plans for GUST - What's the going rate?

    By chris, December 6, 1999
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • December 8, 1999

23. Restatement effective 1/1/21, signed in 2022--consequences?

    By BG5150, January 6, 2022
    • 4 replies
    • 1.1k views
    • 
    • rocknrolls2
    • January 7, 2022

24. Unpaid spouses service

    By Guest PAUL DUGAN, March 10, 2001
    • 4 replies
    • 1.6k views
    • 
    • Erik Read
    • March 15, 2001

25. Loans for sole proprietorship

    By Cynchbeast, July 27, 2014
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • July 30, 2014

26. Amended tax returns

    By Belgarath, July 1, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 1, 2004

27. Recent wall street turmoil

    By Santo Gold, September 19, 2008
    • 4 replies
    • 1.3k views
    • 
    • PensionPro
    • September 19, 2008

28. Use of forfeiture accounts

    By Santo Gold, May 27, 2009
    • 4 replies
    • 1.8k views
    • 
    • Fisher
    • May 29, 2009

29. Stock Sale vs. Asset Sale

    By Guest HarveyC, October 15, 2002
    • 4 replies
    • 4k views
    • 
    • Kirk Maldonado
    • October 21, 2002

30. §415(c) Contribution Limits for DC plans

    By Guest JJERS, February 11, 2002
    • 4 replies
    • 1.7k views
    • 
    • Belgarath
    • February 14, 2002

31. 2025 IRS form 5330 - paper filing?

    By Belgarath, November 7, 2025
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • November 7, 2025

32. Statutory Employees

    By Guest merlin, September 6, 2002
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • September 6, 2002

33. Statute of Limitations on 415 violations?

    By Guest Charlie Miller, December 15, 1999
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • December 20, 1999

34. Partial termination

    By Cynchbeast, September 21, 2017
    • 4 replies
    • 788 views
    • 
    • CuseFan
    • September 22, 2017

35. valuation of bonds

    By Guest deathbycashcall, June 26, 2006
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • June 27, 2006

36. Top Heavy

    By Guest Sieve, May 28, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 31, 2009

37. Eligibility using elapsed time method

    By Belgarath, February 27, 2013
    • 4 replies
    • 4k views
    • 
    • david rigby
    • February 27, 2013

38. Union and non-union: two separate plans, combined for Top Heavy?

    By BG5150, March 14, 2022
    • 4 replies
    • 1k views
    • 
    • justanotheradmin
    • March 30, 2022

39. Sandy

    By Belgarath, October 30, 2012
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • November 1, 2012

40. Ideal Salary calculation

    By Tom Poje, December 20, 2010
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • December 21, 2010

41. Required minimum distribution, death, and multiple beneficiaries

    By Guest lhinson, October 13, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • October 24, 2005

42. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    By Sue B, February 22, 2018   

    • simple
    • qualified
    • (and 1 more)

      Tagged with:

      • simple
      • qualified
      • fiscal year
    • 4 replies
    • 1.1k views
    • 
    • Sue B
    • February 28, 2018

43. Plan Trusts--and the doctrine of merger

    By J Simmons, November 12, 2009
    • 4 replies
    • 3.4k views
    • 
    • Everett Moreland
    • November 12, 2009

44. Partner in LLP wants to irrevocably elect out of qualified plan.

    By PJaeger, December 30, 1999
    • 4 replies
    • 1.5k views
    • 
    • PJaeger
    • December 30, 1999

45. Invoice on plan paid out of different plan

    By TaxLawyer1978, September 19, 2018
    • 4 replies
    • 920 views
    • 
    • Luke Bailey
    • September 20, 2018

46. Employee refusal to allow corrective contribution to 403(b)?

    By KaJay, August 21, 2019
    • 4 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • August 22, 2019

47. Company refuses to acknowledge beneficiary form because a confirmation form wasn't filed.

    By katieinny, August 20, 2013   

    • Plan assets go to estate.
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • August 20, 2013

48. Normal Retirement Age vs Early Retirement Age

    By imchipbrown, November 6, 2014   

    • Normal Retirement Age Early
    • 4 replies
    • 3.2k views
    • 
    • imchipbrown
    • November 7, 2014

49. Potential Participant SSN Issue

    By kmhaab, January 25, 2021
    • 4 replies
    • 1.5k views
    • 
    • EPCRSGuru
    • January 26, 2021

50. insurance value in retirement plan

    By Guest Elizabeth Gaskins, May 6, 2002
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • May 8, 2002