Retirement Plans in General

5,751 topics in this forum

1. Automated 5500 Processing

   By Guest Ken Newhouse, April 16, 1999
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • April 16, 1999

2. Can president of plan sponsor stop participating in the company's pens

   By DP, October 12, 2000
   • 2 replies
   • 1.6k views
   • 
   • KJohnson
   • October 12, 2000

3. 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

4. Is there any reason not to provide that each participant is a distinct allocation group?

   By Peter Gulia, October 22, 2020
   • 12 replies
   • 1.6k views
   • 
   • Patricia Neal Jensen
   • October 27, 2020

5. ADP - the company not the test...but the test too...

   By Bird, November 2, 2016
   • 14 replies
   • 1.6k views
   • 
   • Bird
   • November 16, 2016

6. Foreign language SPD requirement

   By Belgarath, March 23, 2004
   • 4 replies
   • 1.6k views
   • 
   • dmb
   • March 23, 2004

7. Disaster Relief and Remedial Amendment Period

   By PensionPro, January 15
   • 0 replies
   • 1.6k views
   • 
   • PensionPro
   • January 15

8. Orphan Plan?

   By Guest AFRICA6796, November 28, 2001
   • 3 replies
   • 1.6k views
   • 
   • Erik Read
   • December 10, 2001

9. Vesting error by Plan administrator - they want money returned

   By MJR, August 24, 2022
   • 8 replies
   • 1.6k views
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   • ESOP Guy
   • August 26, 2022

10. K1 income

    By alexa, October 9, 2003
    • 2 replies
    • 1.6k views
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    • R. Butler
    • October 10, 2003

11. Retired participant returning to work

    By Guest Jill B, May 14, 2010
    • 15 replies
    • 1.6k views
    • 
    • Guest
    • May 18, 2010

12. Insurance Policy on Terminated Employee in Plan

    By PensionPro, February 11, 2016
    • 9 replies
    • 1.6k views
    • 
    • Bird
    • February 25, 2016

13. Unpaid spouses service

    By Guest PAUL DUGAN, March 10, 2001
    • 4 replies
    • 1.6k views
    • 
    • Erik Read
    • March 15, 2001

14. Service crediting in successor plans - 1.411(a)-5(b)(3)(v)

    By katiejoseph, November 10, 2016
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • November 16, 2016

15. No Social Security Numbers for lost participants

    By Santo Gold, March 31, 2007
    • 4 replies
    • 1.6k views
    • 
    • katieinny
    • April 16, 2007

16. Impact of working after retirement on public pension systems

    By Guest PSRSGirl, March 3, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2004

17. Part-time employees

    By perkinsran, September 20, 2021
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • September 21, 2021

18. SECURE 2.0 - is there any source which incorporates all the changes in an updated document?

    By Belgarath, January 19, 2023
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • January 13, 2024

19. Distributions to active employees done without plan termination

    By Jakyasar, November 3, 2021
    • 12 replies
    • 1.6k views
    • 
    • Jakyasar
    • November 5, 2021

20. Amending a Plan Year End

    By Guest GG, March 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • March 12, 1999

21. Vesting in Combo DB/DC

    By Doghouse, November 2, 2011
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 3, 2011

22. Trust Accounting For Life Insurance Policy

    By mming, September 30, 2013
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • September 30, 2013

23. Prohibited Transaction Exemptions

    By tigerdallas, March 29, 2016
    • 2 replies
    • 1.6k views
    • 
    • tigerdallas
    • March 31, 2016

24. 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

25. Provision "integral" to one covered by Remdial Amendment?

    By Casey, March 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • Alf
    • March 21, 2001

26. Vesting question; you have to comply with PPA strictures on vesting even though the PPA restatement/amendment has not come due?

    By Guest PivotTable, August 29, 2010
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • August 30, 2010

27. RESOURCE FOR INFORMATION ON AVG PLAN EARNINGS

    By Guest KATHY TONEY, March 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 31, 2000

28. Entry date occurs while employee on medical leave

    By Belgarath, June 17, 2014
    • 12 replies
    • 1.6k views
    • 
    • QDROphile
    • June 20, 2014

29. Nondiscrimination Testing/5500 Required?

    By Guest Stacey Potts, February 16, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 16, 2011

30. Reasonable cause request to DOL with DFVC in reserve??

    By chris, May 23, 2001
    • 0 replies
    • 1.6k views
    • 
    • chris
    • May 23, 2001

31. Plans per administrator

    By Guest Jhagan, August 12, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 1999

32. Partners' correct date of hire?

    By shERPA, March 2, 2021
    • 4 replies
    • 1.6k views
    • 
    • shERPA
    • March 4, 2021

33. 404 DC deduction limit "correction"

    By AndrewZ, February 12, 2019
    • 4 replies
    • 1.6k views
    • 
    • AndrewZ
    • February 14, 2019

34. Union 204(h)

    By rcline46, July 23, 2003
    • 1 reply
    • 1.6k views
    • 
    • GBurns
    • July 23, 2003

35. Automatic Reparticipation Upon Reemployment?

    By Guest Edward McElroy, February 20, 1999
    • 1 reply
    • 1.6k views
    • 
    • Dave Baker
    • February 21, 1999

36. Penalty for not issuing a 1099R

    By thepensionmaven, February 2, 2013
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • February 4, 2013

37. Eligibility requirements for a new plan

    By Santo Gold, June 8, 2007
    • 7 replies
    • 1.6k views
    • 
    • Santo Gold
    • June 9, 2007

38. Certification question?

    By Guest ebyrd458, March 7, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2001

39. How do you calculating annual additions while merging plans?

    By stephen, January 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 23, 2002

40. Amendment and Restatement of Plans for GUST - What's the going rate?

    By chris, December 6, 1999
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • December 8, 1999

41. Revenue Procedure 2004-8

    By Belgarath, January 15, 2004
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 20, 2004

42. Plan Termination; If the Plan Terminates Effective Earlier to the Concluding Day of the Plan Year, Does Mutatis Mutandis Concluding Day of the Plan Year Allocation Condition Recalibrate to the Effective Date of the Plan Termination?

    By Kent Allard, December 29, 2023   

    • plan termination
    • defined contribution
    • (and 3 more)

      Tagged with:

      • plan termination
      • defined contribution
      • allocation condition
      • allocation eligibility
      • concluding day of the plan year
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • January 9, 2024

43. Davis Bacon & Coverage testing

    By Guest penfirn, January 9, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 9, 2006

44. 415 limit with 2 businesses

    By betheeg, March 6, 2006
    • 5 replies
    • 1.6k views
    • 
    • betheeg
    • March 7, 2006

45. Who to contact when IRS site is wrong?

    By BG5150, November 16, 2021
    • 14 replies
    • 1.6k views
    • 
    • BG5150
    • November 18, 2021

46. Tax court cases upholding the importance of an updated plan document

    By Guest Enda80, November 20, 2008
    • 5 replies
    • 1.6k views
    • 
    • J Simmons
    • November 20, 2008

47. Forfeitures and plan termination

    By Cynchbeast, May 12, 2017
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • May 26, 2017

48. PS plan vesting schedule amendment

    By dmb, December 6, 2017
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 7, 2017

49. Does anyone have a worksheet to calculate contributions for self-emplo

    By Guest MPITTS, October 27, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 28, 2000

50. 408b-2 disclosures

    By Belgarath, November 19, 2019
    • 9 replies
    • 1.6k views
    • 
    • TPApril
    • May 18, 2020