Retirement Plans in General

5,753 topics in this forum

1. Life Insurance and BRFs

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

2. Beneficiary Question

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

3. 2018 Limits

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

4. controlled group question

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

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

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

6. 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

7. Eligible Rollover Distribution or NonPeriodic Payment

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

8. Do sabbaticals count for service?

   By Guest ddv, August 3, 2005
   • 4 replies
   • 2.4k views
   • 
   • JDuns
   • August 22, 2005

9. Controlled Group - Participating employer sold

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

10. Non ERISA plan and fund change notice

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

11. Question re: Form 1099-R Interpretation

    By Guest Natalie, March 24, 1999
    • 4 replies
    • 3.6k views
    • 
    • david rigby
    • April 9, 1999

12. 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

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

    By Santo Gold, August 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • August 31, 2005

14. 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

15. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.1k views
    • 
    • JOH
    • August 26, 2020

16. IRS IRIS System

    By Gilmore, September 20, 2023
    • 4 replies
    • 1k views
    • 
    • mbvs
    • September 21, 2023

17. incapacitated participant

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

18. RMD's in 20o10

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

19. Using the average benefits test for COVERAGE

    By Belgarath, May 3, 2019
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 20, 2019

20. Contributions Based on Comp. While Disabled?

    By Christine Roberts, August 22, 2000
    • 4 replies
    • 1.7k views
    • 
    • Christine Roberts
    • August 22, 2000

21. Top Heavy Minimum and Gateway

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

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

    By Guest PALAWYER, April 14, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 1999

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

    By KaJay, January 28
    • 4 replies
    • 1.9k views
    • 
    • Patricia Neal Jensen
    • January 29

24. Nondiscrimination testing on multiple plans of a controlled group

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

25. 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

26. Portability after EGTRRA

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

27. Change in plan sponsor

    By MoShawn, February 28, 2011
    • 4 replies
    • 3.8k views
    • 
    • david rigby
    • February 28, 2011

28. Deferred Compensation - Used for contributions or not?

    By ldr, December 10, 2019   

    • compensation
    • deduction
    • (and 1 more)

      Tagged with:

      • compensation
      • deduction
      • contribution
    • 4 replies
    • 1.4k views
    • 
    • ldr
    • December 13, 2019

29. Vesting from Effective Date of the Plan

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

30. ASG Management Group

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

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

    By stephen, February 5, 2001
    • 4 replies
    • 2k views
    • 
    • stephen
    • July 16, 2001

32. Joint Venture Question

    By Guest San Diego Benefits Guy, April 28, 2014
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 1, 2014

33. Disability Determination - 'Outsource' to Physician?

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

34. 2 trustees in DB plan

    By SSRRS, April 2
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • April 2

35. Social Security - Who benefits?

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

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

    By Jakyasar, May 19, 2021
    • 4 replies
    • 1.9k views
    • 
    • Jakyasar
    • May 21, 2021

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

    By HCE, May 8, 2023
    • 4 replies
    • 1.2k views
    • 
    • rocknrolls2
    • May 10, 2023

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

    By AJC, July 30
    • 4 replies
    • 2.7k views
    • 
    • acm_acm
    • August 1

39. Puerto Rico Resident

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

40. 401(h) Feature in Money Purchase Plan

    By VBSalas, March 9, 2015   

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

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

    By Guest le190, April 6, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 23, 1999

42. My 3 bucket approach to retirement.

    By Zooey72, March 23, 2021
    • 4 replies
    • 902 views
    • 
    • QDROphile
    • March 24, 2021

43. Switching to top-paid group from lookback year for HCE determination

    By Jakyasar, November 18, 2021
    • 4 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 18, 2021

44. RMD Age Error

    By thepensionmaven, December 26, 2022
    • 4 replies
    • 844 views
    • 
    • thepensionmaven
    • December 27, 2022

45. "Earned Income" of a Partner

    By J Simmons, July 4, 2008
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • July 10, 2008

46. Can you tell me briefly about having an annuity as investment in the PSP

    By jkharvey, December 10, 2008
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • December 11, 2008

47. Rate Group Testing

    By jpod, November 28, 2016
    • 4 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 29, 2016

48. Am I Thinking Unreasonably? (IRS AUDIT)

    By Basically, March 18, 2024
    • 4 replies
    • 967 views
    • 
    • Basically
    • March 20, 2024

49. fiduciary bond required??

    By PensionNewbee, April 15, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2003

50. Locating Missing Participants

    By Guest Liz Mikkelson, April 20, 1999
    • 4 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • November 21, 2000