Retirement Plans in General

5,772 topics in this forum

1. Esop 5500 Audit requirements inquiry

   By Tax Cowboy, December 17, 2021   

   • audit
   • esop
   • 6 replies
   • 934 views
   • 
   • Peter Gulia
   • December 27, 2021

2. ESOP and 401(k)-and excluded family member

   By Lori Foresz, March 13, 2007
   • 2 replies
   • 1.4k views
   • 
   • Lori Foresz
   • March 14, 2007

3. ESOP Distribution installments after 5 years

   By O shack Hennesy, July 7, 2019   

   • distribution timing
   • distubution
   • (and 1 more)

     Tagged with:

     • distribution timing
     • distubution
     • timing
   • 2 replies
   • 1.1k views
   • 
   • Below Ground
   • July 9, 2019

4. ESOP rollover contributions

   By Guest RAM, October 22, 1998
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • October 22, 1998

5. ESOP shares

   By Bird, February 22, 2023
   • 14 replies
   • 2k views
   • 
   • Gilmore
   • February 28, 2023

6. ESOP Termination .... Eliminate Stock Distribution?

   By Guest Edward McElroy, October 23, 1998
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • October 23, 1998

7. Establishing a new profit sharing plan (no CODA)....

   By Lori H, December 21, 2010
   • 16 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • December 29, 2010

8. Establishing a new Safe Harbor

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

9. Estate administrator/executor duties

   By Belgarath, March 16, 2018
   • 6 replies
   • 840 views
   • 
   • jpod
   • March 16, 2018

10. estimated increases in the limits

    By Tom Poje, August 18, 2011
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • October 14, 2011

11. Estimated Indexed Limits for 2000?

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

12. 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

13. Ethical Dilemma

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

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

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

15. exceeding 415 limit and plan doc language

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

16. Exception to Antiassignment Rule

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

17. Exception to spousal attribution

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

18. Excess assets in a cash balance plan

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

19. excess contribution

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

20. Excess contribution to Money Purchase

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

21. Excess Contributions to PSP

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

22. Excess contributions to Target Benefit Plan

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

23. 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

24. Excise Tax

    By Dougsbpc, November 26, 2012
    • 5 replies
    • 1.4k views
    • 
    • Dougsbpc
    • November 29, 2012

25. Excise Tax on NonDeductible Contributions

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

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

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

27. Excludable class of employees

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

28. Exclude class of HCE employees

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

29. Exclude HCE by name even though non-key

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

30. Exclude independent contractor from plan

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

31. Excluded class definition

    By SMB, March 10, 2009
    • 4 replies
    • 3.4k views
    • 
    • rcline46
    • March 11, 2009

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

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

33. Excluded employees

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

34. Excluded Stock in Controlled Group Determination

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

35. Excluding by income

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

36. excluding classes of employees

    By Santo Gold, September 15, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 15, 2006

37. Excluding employees

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

38. Excluding Employees by Name

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

39. Excluding HCEs

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

40. Excluding high paid NHCEs

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

41. 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

42. Excluding older employee

    By MoShawn, November 20, 2008
    • 30 replies
    • 4.2k views
    • 
    • K2retire
    • December 12, 2008

43. excluding owner by attribution from ps allocation

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

44. Excluding part-time hourly employees

    By truphao, June 22, 2023
    • 10 replies
    • 2.5k views
    • 
    • truphao
    • June 23, 2023

45. excluding statutory employees

    By eilano, January 14, 2004
    • 0 replies
    • 1k views
    • 
    • eilano
    • January 14, 2004

46. Excluding union employees

    By Guest JMN, May 26, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 26, 2010

47. Excluding vesting service

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

48. Exclusion from "coverage test"

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

49. Exclusion of Davis Bacon Employees

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

50. Exclusion of Interns

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