Retirement Plans in General

5,753 topics in this forum

1. Employed On Last Day of Plan Year

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

2. Partner Comp, ASG and Other Animals

   By PensionPro, September 27, 2010
   • 4 replies
   • 991 views
   • 
   • PensionPro
   • September 30, 2010

3. 410(b) coverage test for DB

   By Cynchbeast, February 28, 2014
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • February 28, 2014

4. Exception to Antiassignment Rule

   By Guest merlin, July 23, 2002
   • 4 replies
   • 2.5k views
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   • jpod
   • July 24, 2002

5. Employer made rollover distribution instead of RMD

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

6. profit sharing plan for self employed with employees

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

7. Death of sole trustee

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

8. Deposit of Employer Contribution

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

9. Contributions deposited and not allocated

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

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

    By Guest Iwonder, September 18, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • September 19, 2008

11. DOL Audit

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

12. best way to handle

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

13. 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

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

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

15. Unpaid spouses service

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

16. Loans for sole proprietorship

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

17. Amended tax returns

    By Belgarath, July 1, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2004

18. Recent wall street turmoil

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

19. Use of forfeiture accounts

    By Santo Gold, May 27, 2009
    • 4 replies
    • 1.7k views
    • 
    • Fisher
    • May 29, 2009

20. Stock Sale vs. Asset Sale

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

21. §415(c) Contribution Limits for DC plans

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

22. 2025 IRS form 5330 - paper filing?

    By Belgarath, November 7
    • 4 replies
    • 513 views
    • 
    • Belgarath
    • November 7

23. Statutory Employees

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

24. Statute of Limitations on 415 violations?

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

25. Partial termination

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

26. valuation of bonds

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

27. Top Heavy

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

28. Eligibility using elapsed time method

    By Belgarath, February 27, 2013
    • 4 replies
    • 3.9k views
    • 
    • david rigby
    • February 27, 2013

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

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

30. Sandy

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

31. Ideal Salary calculation

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

32. Required minimum distribution, death, and multiple beneficiaries

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

33. 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

34. Plan Trusts--and the doctrine of merger

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

35. 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

36. Invoice on plan paid out of different plan

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

37. 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

38. 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

39. Normal Retirement Age vs Early Retirement Age

    By imchipbrown, November 6, 2014   

    • Normal Retirement Age Early
    • 4 replies
    • 3.1k views
    • 
    • imchipbrown
    • November 7, 2014

40. Potential Participant SSN Issue

    By kmhaab, January 25, 2021
    • 4 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • January 26, 2021

41. insurance value in retirement plan

    By Guest Elizabeth Gaskins, May 6, 2002
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • May 8, 2002

42. Do plans’ fiduciaries accept a notary’s certificate of an audio-video witnessing?

    By Peter Gulia, March 18
    • 4 replies
    • 2.3k views
    • 
    • Peter Gulia
    • March 19

43. Plan provision requirement for 415 Regs

    By Guest L337pwner5, August 24, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 25, 2008

44. Need ERISA Attorney in New York

    By Guest AbbyP, July 29, 2009
    • 4 replies
    • 975 views
    • 
    • Guest
    • July 30, 2009

45. Question re: invalidating TDA non-ERISA status

    By TaxLawyer1978, September 19, 2018
    • 4 replies
    • 606 views
    • 
    • Patricia Neal Jensen
    • September 20, 2018

46. Controlled Group?

    By Guest RBlaine, September 9, 2004
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • September 14, 2004

47. dental layoffs due to Coronavirus - maybe rehiring?

    By AlbanyConsultant, March 17, 2020
    • 4 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • March 17, 2020

48. Tiered Profit Sharing - testing?

    By Tinman, June 12, 2020
    • 4 replies
    • 954 views
    • 
    • Larry Starr
    • June 12, 2020

49. Fidelity Investments - Contact Info

    By 415 Limit, July 6, 2023
    • 4 replies
    • 6.4k views
    • 
    • Paul I
    • July 20, 2023

50. Corporate Partner as a plan sponsor

    By B21, April 28, 2015
    • 4 replies
    • 943 views
    • 
    • jpod
    • April 28, 2015