Retirement Plans in General

5,781 topics in this forum

1. DOL PT safe harbor

   By Guest Pennysaver, March 25, 2009
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • March 30, 2009

2. Hurricane Irma Tax Relief

   By RatherBeGolfing, September 12, 2017
   • 7 replies
   • 1.6k views
   • 
   • RayJJohnsonJr
   • October 19, 2017

3. After-tax distributions

   By Guest slt, December 14, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 14, 2001

4. Coverage testing, terminated participant with zero hours but has post severance comp

   By Belgarath, March 22, 2022
   • 12 replies
   • 1.6k views
   • 
   • Nate S
   • March 25, 2022

5. Attribution of Ownership to Minor Children

   By ERISA1, May 2, 2017   

   • controlled groups
   • attribution
   • (and 1 more)

     Tagged with:

     • controlled groups
     • attribution
     • affiliated service groups
   • 6 replies
   • 1.6k views
   • 
   • david rigby
   • May 4, 2017

6. IRS Plan Audits

   By Christine Roberts, December 14, 1998
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • December 15, 1998

7. In-Law Attribution

   By Guest karlin, May 10, 2004
   • 3 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • May 11, 2004

8. Prohibited Transaction - practical effect?

   By Belgarath, June 22, 2018
   • 17 replies
   • 1.6k views
   • 
   • Peter Gulia
   • July 3, 2018

9. Sole Proprietor Compensation

   By PensionPro, April 25, 2008
   • 1 reply
   • 1.6k views
   • 
   • mming
   • April 26, 2008

10. Irrevocable Life Insurance Trust

    By QNPG, May 6, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bird
    • May 13, 2011

11. Controlled Group Question When Husband Owns 100% of Company A and Wife Owns 100% of Professional Dental Corporation That Husband Is Not Involved With

    By Guest San Diego Benefits Guy, February 8, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 9, 2007

12. Plans per administrator

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

13. Special participation date

    By Cynchbeast, April 20, 2016
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • April 20, 2016

14. J&S provisions

    By Guest taj32z, December 4, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 2002

15. Orphan Plan?

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

16. RESOURCE FOR INFORMATION ON AVG PLAN EARNINGS

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

17. Top Heavy Minimum Allocations in 2 Plans

    By mming, October 2, 2001
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 2, 2001

18. Form 5300 for Multiple Employer Plan

    By Guest wendycatherine, August 27, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 26, 2002

19. 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

20. QSLOB's 50 employee rule.

    By katieinny, June 30, 2005
    • 0 replies
    • 1.6k views
    • 
    • katieinny
    • June 30, 2005

21. Forfeitures and plan termination

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

22. Is This Self- Dealing?

    By Guest cs006b, June 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • June 15, 2007

23. Transfer of stock as a co. contribution???

    By David, December 12, 2000
    • 4 replies
    • 1.6k views
    • 
    • BeckyMiller
    • December 20, 2000

24. Trust Accounting For Life Insurance Policy

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

25. PS plan vesting schedule amendment

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

26. Business dissolving

    By Belgarath, November 4, 2016
    • 14 replies
    • 1.6k views
    • 
    • K2retire
    • November 14, 2016

27. Question on retirement benefits

    By Guest DWest, February 26, 1999
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 3, 1999

28. Who owns it?

    By Guest just asking, June 3, 2003
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 4, 2003

29. Unpaid spouses service

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

30. Union 204(h)

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

31. 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

32. Impact of working after retirement on public pension systems

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

33. Prohibited Transaction Exemptions

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

34. Vesting in Combo DB/DC

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

35. Nondiscrimination testing

    By Guest MJ1, February 21, 2011
    • 3 replies
    • 1.6k views
    • 
    • PensionPro
    • February 21, 2011

36. No Social Security Numbers for lost participants

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

37. 1% Owner for Key Purposes - Clarification

    By BeanCounterBlues, May 25, 2016
    • 13 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 26, 2016

38. Retired participant returning to work

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

39. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.6k views
    • 
    • shERPA
    • June 14, 2016

40. Partners' correct date of hire?

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

41. Surviving spouse's options after death of IRA owner

    By Guest Edward McElroy, December 9, 1998
    • 3 replies
    • 1.6k views
    • 
    • Kathy
    • January 8, 1999

42. Loans and withdrawals

    By Cynchbeast, June 6, 2014
    • 11 replies
    • 1.6k views
    • 
    • ESOP Guy
    • June 10, 2014

43. Amending a Plan Year End

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

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

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

45. K1 income

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

46. Missing Participants

    By Archimage, December 19, 2003
    • 4 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 19, 2003

47. Attribution Rules For Top Heavy Determination

    By mming, July 9, 2009
    • 1 reply
    • 1.6k views
    • 
    • K2retire
    • July 9, 2009

48. Profit Sharing Plans for Credit unions and CUSOs

    By Guest ksumner, August 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • davef
    • August 5, 1999

49. 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

50. compensation and w-2

    By cpc0506, September 14, 2015
    • 12 replies
    • 1.6k views
    • 
    • hr for me
    • September 21, 2015