Retirement Plans in General

5,753 topics in this forum

1. Risks to Individual Plan in Controlled Group

   By kmhaab, November 7, 2017
   • 4 replies
   • 650 views
   • 
   • kmhaab
   • November 14, 2017

2. Freeze/Merger/Termination?

   By chris, September 10, 2004
   • 4 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • September 10, 2004

3. Protection from creditors

   By ombskid, March 6, 2014
   • 4 replies
   • 828 views
   • 
   • Lou S.
   • March 6, 2014

4. S Corp plan

   By Bryan, March 11, 2024
   • 4 replies
   • 1.3k views
   • 
   • Paul I
   • March 12, 2024

5. schedule K1 income

   By eilano, February 3, 2006
   • 4 replies
   • 4.7k views
   • 
   • JAY21
   • February 7, 2006

6. Can we pay for GUST restatement out of plan assets?

   By KJohnson, February 22, 2000
   • 4 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • February 23, 2000

7. How to handle contributions to pension plan based on non-existent comp

   By k man, April 2, 2001
   • 4 replies
   • 1.5k views
   • 
   • QDROphile
   • April 3, 2001

8. Prevailing Wage Plan - Due Date of Deposits

   By Guest notapensiongeek, August 25, 2008
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • August 25, 2008

9. Owners of PC get w2 income and pass-through k1 income

   By ombskid, December 4, 2019
   • 4 replies
   • 1.2k views
   • 
   • ombskid
   • December 4, 2019

10. EIN for plan sponsor...

    By K-t-F, May 29, 2007
    • 4 replies
    • 2.1k views
    • 
    • K-t-F
    • June 4, 2007

11. Good contact # at DOL? (ERISA bonding question)

    By IhrtERISA, July 18, 2016
    • 4 replies
    • 660 views
    • 
    • hr for me
    • July 19, 2016

12. Multiple Employer Plans on Prototype

    By Guest jgordon, April 22, 2004
    • 4 replies
    • 2k views
    • 
    • KJohnson
    • April 22, 2004

13. Mandatory Withholding Requirement Floor

    By JOH, September 16, 2021
    • 4 replies
    • 987 views
    • 
    • BG5150
    • September 16, 2021

14. To Amend or Not to Amend

    By thepensionmaven, July 10, 2023
    • 4 replies
    • 658 views
    • 
    • Dare Johnson
    • July 10, 2023

15. S-Corp Income?

    By dmb, October 1, 2004
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • October 5, 2004

16. Do all owners of a C Corp have to participate in a 401K

    By tertue, September 22, 2011
    • 4 replies
    • 3.5k views
    • 
    • Bird
    • September 22, 2011

17. Blackout notice not sent--one participant

    By BG5150, June 25, 2019
    • 4 replies
    • 1k views
    • 
    • Peter Gulia
    • June 26, 2019

18. How to correct overstated compensation used to calculate allocations?

    By Guest Enda80, April 4, 2009
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • April 9, 2009

19. CONTROLLED/AFFILIATED GROUP

    By Cynchbeast, December 17, 2012
    • 4 replies
    • 929 views
    • 
    • Mark Whitelaw
    • December 18, 2012

20. Texas Municipal Retirement System

    By Guest rodneymm, March 13, 1999
    • 4 replies
    • 2.2k views
    • 
    • Dan
    • March 13, 1999

21. Nonunion work for union employees

    By Guest rgorman, February 5, 2008
    • 4 replies
    • 2.4k views
    • 
    • PLAN MAN
    • March 13, 2008

22. uncashed pension checks

    By Guest jigpsu100, April 13, 2005
    • 4 replies
    • 3.5k views
    • 
    • Erik Read
    • April 19, 2005

23. Testing for combo plans - fiscal year

    By Jakyasar, May 11, 2021
    • 4 replies
    • 687 views
    • 
    • Jakyasar
    • May 11, 2021

24. Bankruptcy and plan loans

    By katieinny, January 3, 2008
    • 4 replies
    • 1.1k views
    • 
    • katieinny
    • January 9, 2008

25. 2 Plans of same Employer - one SH and one Not

    By cpc0506, December 7, 2015
    • 4 replies
    • 699 views
    • 
    • cpc0506
    • December 7, 2015

26. Investment Education vs Participant Advice

    By TCM72, August 8, 2017   

    • dol fiduciary regulation
    • advisers
    • (and 3 more)

      Tagged with:

      • dol fiduciary regulation
      • advisers
      • plan sponsors
      • participant education
      • investment professionals
    • 4 replies
    • 930 views
    • 
    • TCM72
    • October 4, 2017

27. DOL Investigations

    By Guest bobolink, May 1, 2009
    • 4 replies
    • 4k views
    • 
    • A Shot in the Dark
    • May 4, 2009

28. Hardship for the Purchase of a Primary Residence

    By Barry Levy, May 26, 2022
    • 4 replies
    • 921 views
    • 
    • JustSayin
    • June 1, 2022

29. Life Insurnace in Plan; Ptp requests to insure spouse

    By buckaroo, June 1, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • June 1, 2009

30. Compensation under the new tax bill

    By Belgarath, July 8
    • 4 replies
    • 8.2k views
    • 
    • Bruce1
    • July 10

31. Salary deferrals in a Leveraged KSOP

    By Guest dwerntz, November 17, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 22, 2004

32. LLC earned income, IRS requirements

    By Guest forohonek, July 3, 2010
    • 4 replies
    • 2.6k views
    • 
    • Ron Snyder
    • July 7, 2010

33. Contribution Just Realized They Did Not Fund Safe Harbor Match for 2020

    By mjf06241972, January 18, 2022
    • 4 replies
    • 896 views
    • 
    • Luke Bailey
    • January 20, 2022

34. Can the 2021 tax return be amended for a new plan?

    By Jakyasar, March 21, 2022
    • 4 replies
    • 1k views
    • 
    • Jakyasar
    • March 22, 2022

35. 404(c) and brokerage accounts

    By AlbanyConsultant, November 10, 2005
    • 4 replies
    • 3.1k views
    • 
    • Erik Read
    • November 15, 2005

36. How to Claim a refund for taxes withheld from dividends

    By Appleby, March 2, 2006
    • 4 replies
    • 2k views
    • 
    • Appleby
    • March 7, 2006

37. missed March 16 deduction due date

    By B21, March 21, 2020
    • 4 replies
    • 925 views
    • 
    • Larry Starr
    • March 23, 2020

38. When are multiple vesting schedules in one plan considered discrimina

    By Guest michaelv, February 22, 2001
    • 4 replies
    • 2.8k views
    • 
    • Bill Berke
    • February 27, 2001

39. Self-employment tax on Pension distribution??

    By drunkewok, February 3, 2016
    • 4 replies
    • 3.1k views
    • 
    • masteff
    • February 3, 2016

40. Discriminatory Timing? No longer a controlled group

    By shERPA, October 12, 2020
    • 4 replies
    • 730 views
    • 
    • EMoney
    • October 14, 2020

41. Independent auditor report first year of plan

    By thepensionmaven, November 14, 2017
    • 4 replies
    • 993 views
    • 
    • thepensionmaven
    • November 15, 2017

42. Transition Period for Acqusitions

    By Guest LoloV, April 14, 2005
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 14, 2005

43. Design-based safe harbor allocation formula

    By Belgarath, November 11, 2014
    • 4 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • November 11, 2014

44. Life Insurance Premiums

    By Guest SPOT, July 7, 2004
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • July 9, 2004

45. No Social Security Numbers for lost participants

    By Santo Gold, March 31, 2007
    • 4 replies
    • 1.6k views
    • 
    • katieinny
    • April 16, 2007

46. Court cases upholding sanctions for taxpayers who attribute their plan's lack of compliance to negligent third-party administrators

    By Guest Enda80, December 8, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2008

47. Self-Directed Brokerage an option for Rollover Funds only?

    By mwyatt, December 8, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • December 9, 2004

48. COVID withdrawal

    By thepensionmaven, March 22, 2022
    • 4 replies
    • 649 views
    • 
    • Lou S.
    • March 24, 2022

49. LLCs paying other LLCs

    By Bri, August 28, 2019
    • 4 replies
    • 1k views
    • 
    • Luke Bailey
    • August 28, 2019

50. Trust ID, Form SS-4

    By John Feldt ERPA CPC QPA, February 12, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2007