Retirement Plans in General

5,772 topics in this forum

1. Exclusion of Key Employee

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

2. exclusion of NHCE as a class

   By justanotheradmin, March 21, 2024
   • 4 replies
   • 1.4k views
   • 
   • Luke Bailey
   • March 22, 2024

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

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

4. exclusion of seasonal employees

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

5. Exclusion of Statutory Employees

   By mming, December 16, 2021
   • 7 replies
   • 2.2k views
   • 
   • rocknrolls2
   • December 16, 2021

6. Exclusions

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

7. Exclusive Benefit Rule

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

8. Exclusive Benefit Rule

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

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

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

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

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

11. Executives Voluntarily Taking Reduced Contribution

    By jukeboy56, August 5, 2019
    • 4 replies
    • 854 views
    • 
    • Luke Bailey
    • August 6, 2019

12. Exempt Loan Status

    By Oh so SIMPLE, March 2, 2010
    • 1 reply
    • 904 views
    • 
    • rcline46
    • March 2, 2010

13. exemption from auto enroll in a 401k plan

    By Santo Gold, September 1, 2024
    • 5 replies
    • 1k views
    • 
    • Peter Gulia
    • September 4, 2024

14. Existence of Trust Beneficiary

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

15. existing company joining a MEP... terminating current plan?

    By AlbanyConsultant, August 22, 2024
    • 8 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • August 27, 2024

16. Existing plan joins a MEP.

    By Belgarath, November 6, 2024
    • 5 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • November 7, 2024

17. Existing PSP rules and regulations with Sister companies

    By PA.Trenton, September 9, 2016   

    • Keep plan? Terminate? Rules?
    • 2 replies
    • 748 views
    • 
    • ESOP Guy
    • September 9, 2016

18. expected plan limts for next year

    By Tom Poje, October 22, 2014
    • 1 reply
    • 795 views
    • 
    • Tom Poje
    • October 22, 2014

19. Exploiting IRC Subparagraphs 3121(a)(5)(A) and 3306(a)(5)(A)

    By Guest Brian Theismann, June 13, 2010
    • 13 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2010

20. EXPRO?

    By Guest CABatty, September 27, 2007
    • 1 reply
    • 2.3k views
    • 
    • Peter Gulia
    • September 27, 2007

21. extending tax return after already filing

    By Bri, April 14, 2014
    • 9 replies
    • 2.8k views
    • 
    • Trekker
    • April 22, 2014

22. Extension to 7/15 - Notice 2020-18

    By shERPA, March 21, 2020
    • 10 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 24, 2020

23. Extensions due to Terrorist attacks

    By dmb, September 14, 2001
    • 10 replies
    • 2.2k views
    • 
    • Belgarath
    • September 18, 2001

24. Extra plan for second business?

    By ldr, September 30, 2019   

    • two plans
    • sole proprietor
    • (and 2 more)

      Tagged with:

      • two plans
      • sole proprietor
      • s-corp retirement plan
      • sep
    • 11 replies
    • 1.6k views
    • 
    • Larry Starr
    • October 3, 2019

25. Faculty Early Retirement Plans

    By Guest Albert Lin, February 26, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 26, 1999

26. Failed 410(b) Test

    By mming, June 10, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 12, 2000

27. Failed ACP test

    By Cynchbeast, January 7, 2013
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 7, 2013

28. Failed ADP test

    By Cynchbeast, October 23, 2017
    • 11 replies
    • 2.3k views
    • 
    • Tom Poje
    • October 26, 2017

29. Failed coverage

    By Guest EPS2, February 12, 2009
    • 31 replies
    • 5.1k views
    • 
    • BG5150
    • March 16, 2009

30. Failure to Correct Top Heavy - TPA liability

    By Guest mcw, December 13, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • December 14, 2004

31. Failure to Deposit Profit Sharing Contribution

    By Guest Hartnett123, June 2, 2004
    • 8 replies
    • 4.9k views
    • 
    • AndyH
    • June 18, 2004

32. Failure to file 1099-R

    By Guest Cbanarer, November 24, 1998
    • 2 replies
    • 4k views
    • 
    • Guest
    • November 25, 1998

33. Failure to make discretionary profit sharing contribution for non HCE'

    By Guest tcunagin, March 10, 2000
    • 3 replies
    • 1.8k views
    • 
    • Dave Baker
    • March 13, 2000

34. Failure to Operate in Compliance with Terms of 401(a) Qualified Plan

    By Guest BenefitsAttyDC, May 5, 2010
    • 2 replies
    • 946 views
    • 
    • Guest
    • May 6, 2010

35. Failure to provide SPD and other disclosures

    By Ananda, March 29, 2022
    • 5 replies
    • 1.5k views
    • 
    • Ananda
    • March 30, 2022

36. Failure to satisfy fidelity bond requirements

    By Guest tm3333, September 2, 2011
    • 8 replies
    • 7.7k views
    • 
    • Peter Gulia
    • September 7, 2011

37. Failure to secure 412 Bond

    By mal, January 31, 2003
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • February 14, 2003

38. Failure to take required minimum distribution

    By Guest taj32z, September 29, 2003
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • September 29, 2003

39. False identity of participant

    By Guest BJW, October 22, 2002
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • October 23, 2002

40. Family Attribution

    By dan.jock, March 28, 2018
    • 1 reply
    • 751 views
    • 
    • Belgarath
    • March 29, 2018

41. Family Attribution - Terminated Key

    By jmartin, December 19, 2011
    • 5 replies
    • 2k views
    • 
    • jmartin
    • February 26, 2014

42. Family Attribution - Controlled Group

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

43. Family Attribution - counting service

    By jvajjm750, July 19, 2017
    • 20 replies
    • 1.4k views
    • 
    • david rigby
    • July 26, 2017

44. family attribution & controlled group woes

    By Guest dubya, March 31, 2004
    • 2 replies
    • 1.2k views
    • 
    • Lame Duck
    • March 31, 2004

45. family attribution example

    By k man, July 24, 2000
    • 7 replies
    • 3.5k views
    • 
    • k man
    • July 24, 2000

46. Family attribution father owns 100% of Company and daughters and grand

    By Guest ROB VIDOVICH, February 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 27, 2001

47. Family attribution question

    By Cynchbeast, September 3, 2016
    • 3 replies
    • 965 views
    • 
    • RatherBeGolfing
    • September 4, 2016

48. Family attribution rules and control group

    By TennesseeVeteran, November 12, 2025
    • 2 replies
    • 1.3k views
    • 
    • TennesseeVeteran
    • November 13, 2025

49. family limited partnerships

    By Guest lskin, December 7, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2005

50. Family member mortgage

    By ombskid, February 4, 2008
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • February 5, 2008