Retirement Plans in General

5,753 topics in this forum

1. Counting hours for non-hourly employees

   By Santo Gold, December 22, 2004
   • 10 replies
   • 1.6k views
   • 
   • Santo Gold
   • January 5, 2005

2. Retirement Plan Audits

   By bzorc, October 26, 1999
   • 3 replies
   • 1.6k views
   • 
   • BeckyMiller
   • November 8, 1999

3. Plan Adoption Timing

   By Guest rslagle224, December 8, 2005
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • December 9, 2005

4. Partnerships and K-1 Income

   By dmb, July 27, 2001
   • 5 replies
   • 1.6k views
   • 
   • Earl
   • February 22, 2002

5. Can a Mortgage Broker's Qualified Plan Invest in Mortgages They Sell?

   By mming, February 6, 2001
   • 0 replies
   • 1.6k views
   • 
   • mming
   • February 6, 2001

6. Do new small plan audit rules apply to plans that file a Form 5500-EZ?

   By John A, May 17, 2001
   • 3 replies
   • 1.6k views
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   • Belgarath
   • July 20, 2001

7. Sole Prop becomes LLC

   By richard, November 12, 1999
   • 5 replies
   • 1.6k views
   • 
   • davef
   • November 16, 1999

8. Leased Employee

   By Dougsbpc, December 12, 2008
   • 3 replies
   • 1.6k views
   • 
   • Dougsbpc
   • December 12, 2008

9. Participating Employer / Affiliated Service Group

   By mming, July 28, 2011
   • 2 replies
   • 1.6k views
   • 
   • mming
   • August 30, 2011

10. Notice to Interested Parties notice-Determination Ltr

    By Beltane, March 9, 2006
    • 1 reply
    • 1.6k views
    • 
    • saabraa
    • March 9, 2006

11. 5500 New Employer added to a Multiple Employer Plan

    By Guest Frank Jackson, October 7, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 8, 1999

12. What is "Retirement" for RMDs?

    By Guest lizano, May 4, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 5, 2010

13. Form 8955-SSA

    By Florence, December 29, 2018
    • 6 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 3, 2019

14. Settlement agreement does not mention plan

    By Guest JD698, March 30, 2004
    • 5 replies
    • 1.6k views
    • 
    • TBob
    • March 31, 2004

15. Uniform General Power of Attorney Act

    By J Simmons, September 22, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2008

16. Cost of Setting Up Profit Sharing Plan

    By chris, February 21, 2000
    • 6 replies
    • 1.6k views
    • 
    • richard
    • March 15, 2000

17. Northwestern Mutual Prototype Plan

    By chris, March 1, 2000
    • 1 reply
    • 1.6k views
    • 
    • thepensionmaven
    • March 12, 2000

18. When Must A Plan Be Executed?

    By Scott, February 16, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 16, 2006

19. "Missing" 401-k funds

    By LiteTouch, September 29, 2021
    • 8 replies
    • 1.6k views
    • 
    • ESOP Guy
    • October 14, 2021

20. Spouse Earned Income

    By David MacLennan, February 5, 2001
    • 0 replies
    • 1.6k views
    • 
    • David MacLennan
    • February 5, 2001

21. Eligibility to Adopt Retirement Plan

    By Guest sammy, October 30, 2001
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • November 7, 2001

22. Participant Directed Accounts; brokers want all kinds of indemnificati

    By chris, January 31, 2003
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • February 5, 2003

23. Controlled Group - vesting

    By Belgarath, February 26, 2021
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • March 3, 2021

24. after-tax employee contributions - timing

    By Santo Gold, November 28, 2023
    • 7 replies
    • 1.6k views
    • 
    • Bill Presson
    • January 26, 2024

25. Termination of Employment for Self-employed Owners

    By Alonzo Church, June 2, 2020
    • 5 replies
    • 1.6k views
    • 
    • Alonzo Church
    • June 2, 2020

26. Proposed Regulations under Section 411(d)(6)

    By Guest Tom Maloney, July 18, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 2, 2000

27. MRD amount when TEFRA election can not be produced - participant says

    By JanetM, December 19, 2000
    • 0 replies
    • 1.6k views
    • 
    • JanetM
    • December 19, 2000

28. Maximum Excess Allowance Greater than 5.7%

    By Guest gmag00, September 23, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 24, 2008

29. SS-4

    By Archimage, May 24, 2006
    • 3 replies
    • 1.6k views
    • 
    • wsp
    • June 17, 2006

30. Deductions under PPA

    By thepensionmaven, November 18, 2006
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • November 28, 2006

31. Pension Plan Merger

    By Guest kirsten, March 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 30, 1999

32. Can years of employment, prior to plan's existence, be used to meet th

    By Moe Howard, April 18, 2001
    • 4 replies
    • 1.6k views
    • 
    • Erik Read
    • April 19, 2001

33. Family Attribution - Controlled Group

    By dottie, November 3, 2017
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 7, 2017

34. Davis Bacon plans annualization

    By Just Tri, May 15, 2020
    • 6 replies
    • 1.6k views
    • 
    • Just Tri
    • May 15, 2020

35. Required Minimum Distributions

    By Guest Ken Newhouse, October 15, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 15, 1998

36. Must prior service be credited after spinoff?

    By John A, September 25, 2001
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • September 25, 2001

37. Sole Proprietor's Spouse

    By bzorc, October 3, 2005
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • October 4, 2005

38. UBTI?

    By Guest Jim Brennan, August 4, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 8, 1999

39. Money Purchase Plan Problem

    By John Feldt ERPA CPC QPA, September 15, 2008
    • 4 replies
    • 1.6k views
    • 
    • ERISAnut
    • September 15, 2008

40. Witholding 20% on "small" lump sum distribution.

    By Moe Howard, November 6, 2002
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 7, 2002

41. Davis Bacon Plans

    By PMC, June 11, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 2008

42. Establishing a new Safe Harbor

    By FJR, March 4, 2003
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 5, 2003

43. Rollover of Dividend Pass-through

    By MoJo, August 26, 1999
    • 0 replies
    • 1.6k views
    • 
    • MoJo
    • August 26, 1999

44. IRS fines material advisors YOU

    By Guest VEBAPLAN, November 23, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 23, 2010

45. Loan Processing Fee

    By chris, January 27, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bill Presson
    • January 29, 2011

46. Defined Contribution Pension Plan/Money Purchase Pension Plan

    By Nassau, March 27, 2014
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • March 27, 2014

47. Existence of Trust Beneficiary

    By DJL, February 25, 2020
    • 3 replies
    • 1.6k views
    • 
    • DJL
    • February 26, 2020

48. Combo plan - 401a4 testing - component testing related

    By Jakyasar, May 18, 2022
    • 9 replies
    • 1.6k views
    • 
    • Jakyasar
    • May 20, 2022

49. Anti-Cutback Rule re: plan with last day requirement

    By Spencer, July 27, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 28, 1999

50. Stock Attribution and Controlled Group Determination

    By Guest EMM118, February 16, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 16, 2006