Retirement Plans in General

5,753 topics in this forum

1. Estimated Indexed Limits for 2000?

   By Alf, September 30, 1999
   • 0 replies
   • 1.4k views
   • 
   • Alf
   • September 30, 1999

2. Estimated TPA fee approved by client in engagement letter but time logged ends up being less

   By Tom, November 29, 2022
   • 9 replies
   • 1.3k views
   • 
   • chc93
   • December 2, 2022

3. Ethical Dilemma

   By Below Ground, January 20, 2023
   • 9 replies
   • 1.4k views
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   • Roycal
   • January 23, 2023

4. Everyone terminated prior to year-end - Allocation of Forfeitures

   By KateSmithPA, May 15, 2007
   • 1 reply
   • 1.2k views
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   • Guest
   • May 15, 2007

5. exceeding 415 limit and plan doc language

   By Tom Poje, December 22, 2008
   • 0 replies
   • 858 views
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   • Tom Poje
   • December 22, 2008

6. Exception to Antiassignment Rule

   By Guest merlin, July 23, 2002
   • 4 replies
   • 2.5k views
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   • jpod
   • July 24, 2002

7. Exception to spousal attribution

   By Sublime, November 11, 2024
   • 0 replies
   • 1.3k views
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   • Sublime
   • November 11, 2024

8. Excess assets in a cash balance plan

   By Jakyasar, November 21, 2022
   • 4 replies
   • 1.1k views
   • 
   • Jakyasar
   • November 22, 2022

9. excess contribution

   By Chippy, March 4, 2021
   • 10 replies
   • 788 views
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   • BG5150
   • March 4, 2021

10. Excess contribution to Money Purchase

    By Guest deathbycashcall, August 7, 2002
    • 5 replies
    • 2.3k views
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    • Guest
    • August 14, 2002

11. Excess Contributions to PSP

    By Guest cgriffin, October 7, 2004
    • 0 replies
    • 1k views
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    • Guest
    • October 7, 2004

12. Excess contributions to Target Benefit Plan

    By dmb, March 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • March 8, 2001

13. Excess DB Assets, seven years of transfers is up, but still funds remaining. Now what?

    By BG5150, August 10, 2021
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • August 11, 2021

14. Excise Tax

    By Dougsbpc, November 26, 2012
    • 5 replies
    • 1.3k views
    • 
    • Dougsbpc
    • November 29, 2012

15. Excise Tax on NonDeductible Contributions

    By PensionPro, December 24, 2019
    • 3 replies
    • 969 views
    • 
    • Luke Bailey
    • February 26, 2020

16. Excludable "Welfare Benefits" under 1.414(s)-1(c)3

    By Briandfox, September 1, 2015
    • 0 replies
    • 2.4k views
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    • Briandfox
    • September 1, 2015

17. Excludable class of employees

    By Santo Gold, December 10, 2018
    • 5 replies
    • 1.1k views
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    • JackS
    • December 13, 2018

18. Exclude class of HCE employees

    By eilano, April 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 10, 2003

19. Exclude HCE by name even though non-key

    By Trekker, October 13, 2014
    • 15 replies
    • 2.1k views
    • 
    • Trekker
    • October 15, 2014

20. Exclude independent contractor from plan

    By eilano, June 22, 2001
    • 5 replies
    • 2k views
    • 
    • Guest
    • July 2, 2001

21. Excluded class definition

    By SMB, March 10, 2009
    • 4 replies
    • 3.3k views
    • 
    • rcline46
    • March 11, 2009

22. Excluded classes and 401(a)(4) Testing

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • February 20, 2009

23. Excluded employees

    By John Feldt ERPA CPC QPA, March 10, 2011
    • 6 replies
    • 1.5k views
    • 
    • GMK
    • March 11, 2011

24. Excluded Stock in Controlled Group Determination

    By Guest lforesz, December 17, 2001
    • 3 replies
    • 3.2k views
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    • jaemmons
    • December 20, 2001

25. Excluding by income

    By Cynchbeast, May 21, 2013
    • 2 replies
    • 831 views
    • 
    • Jim Chad
    • May 22, 2013

26. excluding classes of employees

    By Santo Gold, September 15, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 15, 2006

27. Excluding employees

    By Guest BruceC, January 3, 2009
    • 14 replies
    • 2.9k views
    • 
    • Jim Chad
    • February 4, 2009

28. Excluding Employees by Name

    By Guest gaham, May 23, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 23, 2003

29. Excluding HCEs

    By EmpbAF, November 11, 2022
    • 8 replies
    • 2k views
    • 
    • EmpbAF
    • November 17, 2022

30. Excluding high paid NHCEs

    By TPAnnie, April 23, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • April 24, 2009

31. Excluding LPR's/Visa Holders From 401(k) Plan Eligibility

    By abccstucker, October 21, 2015   

    • Visas
    • Eligibility
    • (and 1 more)

      Tagged with:

      • Visas
      • Eligibility
      • LPR
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • October 21, 2015

32. Excluding older employee

    By MoShawn, November 20, 2008
    • 30 replies
    • 4.1k views
    • 
    • K2retire
    • December 12, 2008

33. excluding owner by attribution from ps allocation

    By betheeg, May 12, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • May 12, 2004

34. Excluding part-time hourly employees

    By truphao, June 22, 2023
    • 10 replies
    • 2.3k views
    • 
    • truphao
    • June 23, 2023

35. excluding statutory employees

    By eilano, January 14, 2004
    • 0 replies
    • 989 views
    • 
    • eilano
    • January 14, 2004

36. Excluding union employees

    By Guest JMN, May 26, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 26, 2010

37. Excluding vesting service

    By Jakyasar, November 1, 2024
    • 0 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 1, 2024

38. Exclusion from "coverage test"

    By Guest Moe Howard2, June 2, 2004
    • 1 reply
    • 981 views
    • 
    • E as in ERISA
    • June 2, 2004

39. Exclusion of Davis Bacon Employees

    By Guest rshrake, October 6, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 13, 1998

40. Exclusion of Interns

    By rocknrolls2, May 4, 2015
    • 9 replies
    • 5.2k views
    • 
    • Peter Gulia
    • May 7, 2015

41. Exclusion of Key Employee

    By retpc, July 9, 2018
    • 3 replies
    • 744 views
    • 
    • Larry Starr
    • July 9, 2018

42. exclusion of NHCE as a class

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

43. Exclusion of prior service for Vesting for one of the combo plans

    By MLML, December 8, 2016
    • 1 reply
    • 856 views
    • 
    • John Feldt ERPA CPC QPA
    • December 13, 2016

44. exclusion of seasonal employees

    By EGB, August 30, 1999
    • 1 reply
    • 1.7k views
    • 
    • M R Bernardin
    • August 31, 1999

45. Exclusion of Statutory Employees

    By mming, December 16, 2021
    • 7 replies
    • 2.1k views
    • 
    • rocknrolls2
    • December 16, 2021

46. Exclusions

    By Dinosaur, January 23, 2013
    • 5 replies
    • 956 views
    • 
    • Tom Poje
    • January 24, 2013

47. Exclusive Benefit Rule

    By Guest JSYATES, November 12, 1998
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • November 13, 1998

48. Exclusive Benefit Rule

    By Guest TroyRiley, June 2, 2005
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • June 3, 2005

49. Executive Benefits Specialist Needed IL, IN, MI, OH

    By Guest ryan.phillips, March 18, 2010
    • 1 reply
    • 830 views
    • 
    • david rigby
    • March 18, 2010

50. Executive Benefits/Internal Accounting CPA (Madison, WI)

    By Guest ryan.phillips, March 18, 2010
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 18, 2010