Retirement Plans in General

5,781 topics in this forum

1. Transition Period for Acqusitions

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

2. Design-based safe harbor allocation formula

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

3. Life Insurance Premiums

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

4. No Social Security Numbers for lost participants

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

5. 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

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

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

7. COVID withdrawal

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

8. LLCs paying other LLCs

   By Bri, August 28, 2019
   • 4 replies
   • 1.1k views
   • 
   • Luke Bailey
   • August 28, 2019

9. 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

10. Life Insurance and BRFs

    By Dougsbpc, August 25, 2015
    • 4 replies
    • 789 views
    • 
    • Mike Preston
    • August 26, 2015

11. Beneficiary Question

    By KaJay, December 11, 2020
    • 4 replies
    • 815 views
    • 
    • Bob the Swimmer
    • December 14, 2020

12. 2018 Limits

    By Mike Preston, August 11, 2017
    • 4 replies
    • 914 views
    • 
    • NJ Mike
    • August 11, 2017

13. controlled group question

    By mariemonroe, October 16, 2019
    • 4 replies
    • 895 views
    • 
    • Luke Bailey
    • October 17, 2019

14. Offsetting Amendment Impact-204(h) Needed ?

    By JAY21, March 3, 2004
    • 4 replies
    • 1k views
    • 
    • Mike Preston
    • March 3, 2004

15. Controlled group -- spousal exception would apply except for minor children

    By katieinny, January 20, 2014   

    • Has it been enforced?
    • 4 replies
    • 1.8k views
    • 
    • 12AX7
    • January 21, 2014

16. Eligible Rollover Distribution or NonPeriodic Payment

    By tax & coffee, January 17, 2017
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • January 18, 2017

17. Do sabbaticals count for service?

    By Guest ddv, August 3, 2005
    • 4 replies
    • 2.5k views
    • 
    • JDuns
    • August 22, 2005

18. Controlled Group - Participating employer sold

    By Belgarath, May 23, 2016
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • May 24, 2016

19. Non ERISA plan and fund change notice

    By 30Rock, January 17, 2017
    • 4 replies
    • 952 views
    • 
    • 30Rock
    • January 18, 2017

20. Question re: Form 1099-R Interpretation

    By Guest Natalie, March 24, 1999
    • 4 replies
    • 3.7k views
    • 
    • david rigby
    • April 9, 1999

21. Do participants who terminate before a new valuation and paid out base

    By Guest Cliff Langwith, January 16, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2001

22. Providing a TPA quote when you are already the TPA

    By Santo Gold, August 30, 2005
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • August 31, 2005

23. Is a distribution that was made within the last 5 years to an employee

    By John A, March 31, 2000
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • April 1, 2000

24. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.2k views
    • 
    • JOH
    • August 26, 2020

25. IRS IRIS System

    By Gilmore, September 20, 2023
    • 4 replies
    • 1.1k views
    • 
    • mbvs
    • September 21, 2023

26. incapacitated participant

    By Guest Jon G., December 20, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 21, 2006

27. RMD's in 20o10

    By Guest, March 16, 2010
    • 4 replies
    • 1k views
    • 
    • jpod
    • March 17, 2010

28. Using the average benefits test for COVERAGE

    By Belgarath, May 3, 2019
    • 4 replies
    • 2.8k views
    • 
    • Tom Poje
    • May 20, 2019

29. Contributions Based on Comp. While Disabled?

    By Christine Roberts, August 22, 2000
    • 4 replies
    • 1.8k views
    • 
    • Christine Roberts
    • August 22, 2000

30. Top Heavy Minimum and Gateway

    By Dougsbpc, July 24, 2016
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 25, 2016

31. OK for profit sharing plan document to pay just half of participant's

    By Guest PALAWYER, April 14, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 15, 1999

32. Employer operating both a SIMPLE IRA and 403(b) concurrently?

    By KaJay, January 28, 2025
    • 4 replies
    • 2.1k views
    • 
    • Patricia Neal Jensen
    • January 29, 2025

33. Nondiscrimination testing on multiple plans of a controlled group

    By R. Butler, June 13, 2001
    • 4 replies
    • 4.1k views
    • 
    • R. Butler
    • June 14, 2001

34. Procedure when a business changes from sole proprietor to a corporation. What must one do ?

    By Guest DIGMYDOG, March 4, 2005
    • 4 replies
    • 1.2k views
    • 
    • wmyer
    • March 4, 2005

35. Portability after EGTRRA

    By wmyer, November 29, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2001

36. Change in plan sponsor

    By MoShawn, February 28, 2011
    • 4 replies
    • 3.9k views
    • 
    • david rigby
    • February 28, 2011

37. Deferred Compensation - Used for contributions or not?

    By ldr, December 10, 2019   

    • compensation
    • deduction
    • (and 1 more)

      Tagged with:

      • compensation
      • deduction
      • contribution
    • 4 replies
    • 1.5k views
    • 
    • ldr
    • December 13, 2019

38. Vesting from Effective Date of the Plan

    By thepensionmaven, January 21, 2022
    • 4 replies
    • 988 views
    • 
    • thepensionmaven
    • January 27, 2022

39. ASG Management Group

    By Will.I.Am, January 24, 2024
    • 4 replies
    • 1k views
    • 
    • Luke Bailey
    • February 9, 2024

40. Does anyone have a good source for finding historical values of LIBOR

    By stephen, February 5, 2001
    • 4 replies
    • 2.1k views
    • 
    • stephen
    • July 16, 2001

41. Joint Venture Question

    By Guest San Diego Benefits Guy, April 28, 2014
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • May 1, 2014

42. Disability Determination - 'Outsource' to Physician?

    By SadieJane, April 25, 2018
    • 4 replies
    • 767 views
    • 
    • JustMe
    • May 16, 2018

43. 2 trustees in DB plan

    By SSRRS, April 2, 2025
    • 4 replies
    • 2.7k views
    • 
    • Peter Gulia
    • April 2, 2025

44. Social Security - Who benefits?

    By Guest Learning, July 5, 2006
    • 4 replies
    • 4.5k views
    • 
    • Larry M
    • August 9, 2006

45. PTE 79-60 - commission for an insurance agent/broker who is the employer

    By Jakyasar, May 19, 2021
    • 4 replies
    • 2.1k views
    • 
    • Jakyasar
    • May 21, 2021

46. Is a post-retirement commission plan an ERISA plan?

    By HCE, May 8, 2023
    • 4 replies
    • 1.4k views
    • 
    • rocknrolls2
    • May 10, 2023

47. Calendar Year MEP Splits Mar-31 & the 5500 Considerations

    By AJC, July 30, 2025
    • 4 replies
    • 3k views
    • 
    • acm_acm
    • August 1, 2025

48. Puerto Rico Resident

    By Nassau, September 26, 2011
    • 4 replies
    • 1.9k views
    • 
    • PensionPro
    • March 1, 2012

49. 401(h) Feature in Money Purchase Plan

    By VBSalas, March 9, 2015   

    • 401(h)
    • mpp
    • 4 replies
    • 2.3k views
    • 
    • VBSalas
    • March 10, 2015

50. Owner/participant to take 67% of plan assets as a 59 1/2 w/d.

    By Guest le190, April 6, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 23, 1999