Retirement Plans in General

5,753 topics in this forum

1. Can the Form 5307 relating to Volume Submitter Plans be used to get a

   By Guest RMM, April 11, 2000
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • April 26, 2000

2. Memory check - plans with both union and non-union employees

   By Belgarath, April 2
   • 4 replies
   • 2.8k views
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   • Belgarath
   • April 3

3. Drawbacks of Allowing In-Kind Distributions

   By chris, May 27, 2003
   • 4 replies
   • 1.9k views
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   • mbozek
   • May 27, 2003

4. Age weighted ps combined with 401(k)

   By Belgarath, July 30, 2004
   • 4 replies
   • 1.7k views
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   • AndyH
   • August 12, 2004

5. When is the prior custodian required to send money to new custodian?

   By Guest chris4013, September 14, 2004
   • 4 replies
   • 1.1k views
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   • SoCalActuary
   • September 14, 2004

6. How much bankruptcy protection for one-person plan?

   By Lynn Campbell, December 14, 2002
   • 4 replies
   • 1.6k views
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   • mbozek
   • December 19, 2002

7. Maryland Social Security Number Privacy Act

   By stephen, February 8, 2006
   • 4 replies
   • 3.9k views
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   • E as in ERISA
   • February 8, 2006

8. Contract work for a TPA

   By HarleyBabe, December 13, 2011
   • 4 replies
   • 2.5k views
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   • movedon
   • February 19, 2012

9. Refinance Loan

   By Guest tajcc, December 21, 2006
   • 4 replies
   • 1.5k views
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   • QDROphile
   • December 21, 2006

10. Benefit Valuation

    By Guest papillon, April 8, 2008
    • 4 replies
    • 2.3k views
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    • Guest
    • April 9, 2008

11. coverage/nondiscrimination testing

    By Belgarath, June 25, 2020
    • 4 replies
    • 1.1k views
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    • Belgarath
    • June 29, 2020

12. Partnership Profit Sharing Plan

    By thepensionmaven, July 19, 2024
    • 4 replies
    • 1k views
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    • thepensionmaven
    • July 20, 2024

13. Both a DC and DB plan exist

    By Guest Enda80, July 31, 2008
    • 4 replies
    • 2k views
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    • Blinky the 3-eyed Fish
    • August 5, 2008

14. Balance restored after repaying dist

    By ESOP Guy, March 2, 2012
    • 4 replies
    • 932 views
    • 
    • ESOP Guy
    • March 5, 2012

15. Can a mppp contribution be increased for a part of the plan year?

    By Guest, December 26, 2000
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 28, 2000

16. 25% and 15% calculations wrt ee deferrals

    By David, July 26, 2000
    • 4 replies
    • 2.4k views
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    • pjkoehler
    • July 28, 2000

17. IRS Audit...Usually conducted at TPA office..

    By jkharvey, August 16, 2012
    • 4 replies
    • 1.3k views
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    • david rigby
    • August 17, 2012

18. Multiple employers revisited.

    By scarabrad, December 23, 2012
    • 4 replies
    • 1k views
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    • Guest
    • December 24, 2012

19. Change in vesting schedule and affect on terminated participants

    By Guest dlm, May 4, 1999
    • 4 replies
    • 2.9k views
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    • imchipbrown
    • May 7, 1999

20. Qualified Termination Adminstrator

    By Santo Gold, April 3
    • 4 replies
    • 3.1k views
    • 
    • david rigby
    • April 5

21. Distributions

    By Guest perplexedbypensions, October 27, 2006
    • 4 replies
    • 1.9k views
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    • QDROphile
    • October 30, 2006

22. Leaving a Controlled Group

    By B21, January 25, 2022
    • 4 replies
    • 880 views
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    • Luke Bailey
    • January 27, 2022

23. A "Series LLC"

    By Belgarath, July 8, 2019
    • 4 replies
    • 883 views
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    • Belgarath
    • July 8, 2019

24. Corporation dissolved, plan continues

    By katieinny, March 30, 2006
    • 4 replies
    • 2.8k views
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    • Ron Snyder
    • March 31, 2006

25. Does a controlled group member need to adopt the group's plan if the plan document says that it includes controlled group members automatically?

    By Luke Bailey, August 2, 2021
    • 4 replies
    • 1.6k views
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    • Luke Bailey
    • August 2, 2021

26. Simple plan... new 401(k) plan... Cares Act

    By Basically, October 28, 2022
    • 4 replies
    • 788 views
    • 
    • Lou S.
    • October 28, 2022

27. Plan continuation when corp or partnership dissolves/splits

    By Belgarath, September 4, 2013
    • 4 replies
    • 863 views
    • 
    • Belgarath
    • September 4, 2013

28. Possible Conrolled Group - Shared Employees

    By thepensionmaven, March 8, 2018
    • 4 replies
    • 788 views
    • 
    • thepensionmaven
    • March 9, 2018

29. Paying property taxes for real eatate in PS

    By Jim Chad, August 1, 2008
    • 4 replies
    • 1.1k views
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    • jpod
    • August 1, 2008

30. exclusion of NHCE as a class

    By justanotheradmin, March 21, 2024
    • 4 replies
    • 1.3k views
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    • Luke Bailey
    • March 22, 2024

31. Pension Contributions

    By david rigby, June 1, 2000
    • 4 replies
    • 2.2k views
    • 
    • pjkoehler
    • June 1, 2000

32. SPD Mailing Requirements

    By luissaha, July 29, 2016
    • 4 replies
    • 1.7k views
    • 
    • My 2 cents
    • August 1, 2016

33. Plan Merger Law Update Amendment?

    By Purplemandinga, March 25, 2021
    • 4 replies
    • 1.2k views
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    • MoJo
    • March 25, 2021

34. whole life insurance

    By eilano, June 13, 2003
    • 4 replies
    • 1.5k views
    • 
    • ljr
    • June 16, 2003

35. Partnership splitting and want their own plans

    By Jakyasar, November 27, 2023
    • 4 replies
    • 937 views
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    • Bird
    • November 28, 2023

36. Privacy Issues

    By thepensionmaven, August 18, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2012

37. Contribution deduction to a qualified plan.

    By sjpalmeriii, July 8, 2015
    • 4 replies
    • 1.2k views
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    • ETA Consulting LLC
    • July 9, 2015

38. Defaulted loans - looming in the background if participant tries to bo

    By MR, September 15, 2000
    • 4 replies
    • 1.7k views
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    • Guest
    • September 18, 2000

39. Should an individual who receives only the top-heavy minimum contribut

    By John A, October 20, 2000
    • 4 replies
    • 3.8k views
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    • John A
    • October 20, 2000

40. Amending MPP for increased contribution after close of PY

    By Guest Rocky, February 12, 2008
    • 4 replies
    • 1.2k views
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    • QDROphile
    • February 12, 2008

41. Benefits for Non-Compensated Directors

    By waid10, July 12, 2004
    • 4 replies
    • 1.7k views
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    • 401 Chaos
    • July 16, 2004

42. SSN on Participant Statement Prohibited by HIPAA?

    By Guest Rider, August 6, 2007
    • 4 replies
    • 1.4k views
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    • david rigby
    • August 23, 2007

43. Are Retirement Plan Contributions Subject to FOIA

    By waid10, June 23, 2017
    • 4 replies
    • 929 views
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    • spiritrider
    • June 23, 2017

44. Form 5500 Audit Count - With A Twist

    By RatherBeGolfing, November 21, 2024
    • 4 replies
    • 1.8k views
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    • RatherBeGolfing
    • November 22, 2024

45. Is postmark date sufficient for deposit "due date"?

    By AlbanyConsultant, March 13, 2017
    • 4 replies
    • 2.8k views
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    • MoJo
    • March 13, 2017

46. 15 day benefit freeze notice

    By richard, December 30, 1998
    • 4 replies
    • 2k views
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    • Guest
    • May 27, 1999

47. Brain cramp - Employer has two 401(k) plans

    By Belgarath, January 3, 2023
    • 4 replies
    • 1.1k views
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    • Luke Bailey
    • January 4, 2023

48. Husband and wife IRA rollovers

    By Cynchbeast, August 2, 2016
    • 4 replies
    • 684 views
    • 
    • Cynchbeast
    • August 2, 2016

49. S-Corp Compensation

    By ERISAAPPLE, March 9, 2018   

    • definition
    • compensation
    • (and 1 more)

      Tagged with:

      • definition
      • compensation
      • s-corporation
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • March 12, 2018

50. Deving comp from W2's

    By BG5150, April 11, 2012
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • April 11, 2012