Retirement Plans in General

5,753 topics in this forum

1. Short Plan Year

   By Guest RBlaine, March 8, 2004
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • March 8, 2004

2. Pooled Employer Plans (PEP)

   By Belgarath, August 6, 2024
   • 3 replies
   • 1.2k views
   • 
   • jsample
   • August 7, 2024

3. Changing NRA assumption, is it a BRF issue?

   By Jakyasar, February 20
   • 3 replies
   • 2k views
   • 
   • Jakyasar
   • February 21

4. Combo plan - top heavy requirement

   By Jakyasar, April 23
   • 3 replies
   • 3.5k views
   • 
   • Jakyasar
   • April 24

5. Are Employees of Temp Agency Your Employees?

   By Lynn Campbell, August 2, 2000
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • August 9, 2000

6. Starting 401k plan with an existing DB Plan

   By coleboy, August 28, 2018
   • 3 replies
   • 514 views
   • 
   • Tom Poje
   • August 29, 2018

7. UBTI?

   By Guest Jim Brennan, August 4, 1999
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 8, 1999

8. Original amendment period to adopt ERISA

   By JanetM, January 19, 2006
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • January 20, 2006

9. after-tax contributions impact on sole prop calculation

   By Santo Gold, December 11, 2023
   • 3 replies
   • 835 views
   • 
   • Santo Gold
   • December 12, 2023

10. Defeating ASG and CG rules

    By Oh so SIMPLE, May 21, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 21, 2010

11. Trusts in Controlled Group situations

    By Purplemandinga, December 7, 2018
    • 3 replies
    • 4.5k views
    • 
    • Purplemandinga
    • December 10, 2018

12. Rollover of death benefit by beneficiary to Distributing Plan

    By michaelhughes, February 21, 2020
    • 3 replies
    • 849 views
    • 
    • justanotheradmin
    • February 21, 2020

13. New Company Starts Plan

    By Earl, October 17, 2016   

    • eligibility
    • 3 replies
    • 843 views
    • 
    • Bird
    • October 18, 2016

14. Bringing Back Termined EE to Pass Coverage

    By Guest Cyndy, September 15, 1998
    • 3 replies
    • 2.2k views
    • 
    • Dave Baker
    • September 29, 1998

15. D-letter or no D-letter?

    By Belgarath, June 18, 2010
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 6, 2010

16. What is the first day of the Plan year? New Plan effective 8/1/00, bu

    By Guest michaelv, December 8, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2000

17. Social Security Covered Compensation Table

    By Guest Teddie, May 1, 2013
    • 3 replies
    • 5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 2, 2013

18. Controlled and Affiliated entity

    By SheilaD, July 26, 2013   

    • controlled group
    • affiliated service group
    • 3 replies
    • 1.7k views
    • 
    • GMK
    • July 29, 2013

19. Another am I controlled group question

    By Jakyasar, August 8, 2024
    • 3 replies
    • 746 views
    • 
    • CuseFan
    • August 9, 2024

20. 401(a)(9) Regs

    By MarZDoates, December 23, 2003
    • 3 replies
    • 1.3k views
    • 
    • MarZDoates
    • December 23, 2003

21. communicating company profits

    By Monica Barnard, April 18, 2016
    • 3 replies
    • 661 views
    • 
    • ESOP Guy
    • April 18, 2016

22. PEOs

    By Madison71, January 31, 2018
    • 3 replies
    • 1.8k views
    • 
    • Madison71
    • February 1, 2018

23. Penalties issued for Late Flings even with Disaster Relief

    By Jon Switaj, February 24
    • 3 replies
    • 2.2k views
    • 
    • thepensionmaven
    • February 25

24. Integrated PS

    By Monica Barnard, June 12, 2008
    • 3 replies
    • 1.4k views
    • 
    • Monica Barnard
    • June 24, 2008

25. ERISA BOND vs Theft insurance?

    By Guest sugar daddy, February 8, 2011
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 2011

26. Plans per administrator

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

27. Designing a 2020 plan when adopted in 2021

    By Jakyasar, January 5, 2021
    • 3 replies
    • 797 views
    • 
    • Jakyasar
    • January 8, 2021

28. Is the following a related rollover?

    By John A, August 3, 2000
    • 3 replies
    • 1.5k views
    • 
    • R. Butler
    • August 3, 2000

29. IRC416 Top Heavy

    By Guest jusducki, July 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • Steve72
    • July 15, 2003

30. Rollover from deceased spouse's account under the plan & Top-heavy status

    By Guest terric, June 23, 2004
    • 3 replies
    • 995 views
    • 
    • Belgarath
    • June 23, 2004

31. Controlled Group - Affiliated Service Group

    By waid10, May 15, 2020
    • 3 replies
    • 887 views
    • 
    • Larry Starr
    • May 16, 2020

32. Selective vesting in NQDC plan

    By cathyw, September 14, 2020
    • 3 replies
    • 570 views
    • 
    • Luke Bailey
    • September 17, 2020

33. New Jersey Deductible Contributions

    By FT Retire, September 12, 2022
    • 3 replies
    • 786 views
    • 
    • joel
    • September 15, 2022

34. What to do with forfeitures that exceed contribution formula?

    By John A, September 12, 2001
    • 3 replies
    • 1.5k views
    • 
    • Erik Read
    • September 17, 2001

35. Plan Audit

    By Archimage, June 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • June 3, 2003

36. Can someone explain this to me?

    By Guest DenL, June 8, 2006
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • June 9, 2006

37. in-kind contributions

    By M Norton, October 2, 2009
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • October 5, 2009

38. Department of Labor investigation procedures?

    By Pension Panda, February 8, 2011
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 8, 2011

39. MP or TB Plans

    By Monica Barnard, December 27, 2011
    • 3 replies
    • 952 views
    • 
    • Monica Barnard
    • December 28, 2011

40. Need Input on Plan Design

    By Susan S., September 12, 2013
    • 3 replies
    • 869 views
    • 
    • Bill Presson
    • September 13, 2013

41. Defined Benefit Plan Diversification Requirements?

    By Fielding Mellish, April 18, 2016
    • 3 replies
    • 2.4k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

42. Retirement Plans Increase in Popularity

    By Guest hawadmin, June 21, 2001
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 21, 2001

43. IRS Audit

    By DP, February 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • February 8, 2012

44. Easy Question: Is This Plan Top Heavy?

    By PensionPro, March 22, 2013
    • 3 replies
    • 1.1k views
    • 
    • PensionPro
    • March 22, 2013

45. Ownership by Attribution -

    By thepensionmaven, December 13, 2021
    • 3 replies
    • 728 views
    • 
    • thepensionmaven
    • December 14, 2021

46. Supplemental Executive Retirement Plan IRS year-end reporting

    By irsiscrazy, May 14, 2018
    • 3 replies
    • 7.3k views
    • 
    • Luke Bailey
    • May 16, 2018

47. Exclusion of Key Employee

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

48. Setting Up A Successor Trustee for Plan

    By metsfan026, August 18, 2021
    • 3 replies
    • 970 views
    • 
    • Peter Gulia
    • August 18, 2021

49. RMD- owner deceased and so is primary beneficiary

    By Lou81, October 12, 2021   

    • rmd
    • 3 replies
    • 797 views
    • 
    • JOH
    • October 20, 2021

50. Control Group Contributions

    By Basically, August 13, 2024
    • 3 replies
    • 956 views
    • 
    • Basically
    • September 5, 2024