Retirement Plans in General

5,753 topics in this forum

1. Canadian Citizen Serving as Plan Trustee

   By Guest EMM118, January 6, 2006
   • 1 reply
   • 1.5k views
   • 
   • rcline46
   • January 6, 2006

2. Employer contribution due date

   By Guest Peggy806, May 14, 2010
   • 1 reply
   • 1.5k views
   • 
   • Mike Preston
   • May 14, 2010

3. Excluding union employees

   By Guest JMN, May 26, 2010
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • May 26, 2010

4. Mandatory Employee Contributions - MPP - opt out?

   By Trekker, February 26, 2014
   • 3 replies
   • 1.5k views
   • 
   • masteff
   • February 26, 2014

5. ERISA Outline Book

   By R. Butler, November 30, 2004
   • 4 replies
   • 1.5k views
   • 
   • E as in ERISA
   • November 30, 2004

6. Election to defer 100% leaves no money for medical deductions

   By ERISA-Bubs, December 30, 2016
   • 2 replies
   • 1.5k views
   • 
   • hr for me
   • December 30, 2016

7. Affiliated Service Group

   By Guest L TURNER, November 10, 1999
   • 2 replies
   • 1.5k views
   • 
   • Richard Anderson
   • November 14, 1999

8. Law firm and accounting firm controlled -- cannot have same plan?

   By SheilaD, January 11, 2014   

   • controlled group
   • lawfirm
   • (and 1 more)

     Tagged with:

     • controlled group
     • lawfirm
     • non-law firm
   • 3 replies
   • 1.5k views
   • 
   • SheilaD
   • January 13, 2014

9. Annuity Purchase Rates

   By imchipbrown, March 1, 2002
   • 2 replies
   • 1.5k views
   • 
   • imchipbrown
   • March 2, 2002

10. Top Heavy Minimum Allocations in 2 Plans

    By mming, October 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 2, 2001

11. Transferring Loans

    By katieinny, January 9, 2003
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • January 9, 2003

12. Use Co. Stock to Pay Off Participant Loan?

    By Christine Roberts, October 7, 2002
    • 7 replies
    • 1.5k views
    • 
    • Christine Roberts
    • October 14, 2002

13. Tax Treatment of Participant's Reimbursment of Employer Contribution

    By Floridaattorney, March 28, 2009
    • 11 replies
    • 1.5k views
    • 
    • masteff
    • April 1, 2009

14. Deduction of missed top heavy contribution for 1998 and 1999

    By eilano, May 11, 2001
    • 0 replies
    • 1.5k views
    • 
    • eilano
    • May 11, 2001

15. IRS Determination Letters

    By J Simmons, January 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • January 12, 2010

16. Asset Protection

    By Dougsbpc, November 4, 2021
    • 8 replies
    • 1.5k views
    • 
    • WDIK
    • November 11, 2021

17. Can one beneficiary form cover 2 retirement plans?

    By Cardscrazy, June 26, 2019   

    • esop
    • 401(k)
    • 8 replies
    • 1.5k views
    • 
    • ESOP Guy
    • July 8, 2019

18. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar, January 25, 2022
    • 10 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 25, 2022

19. Prohibited Transaction - practical effect?

    By Belgarath, June 22, 2018
    • 17 replies
    • 1.5k views
    • 
    • Peter Gulia
    • July 3, 2018

20. Form 5500 Question 22a, b, & c

    By pbarrett, September 23, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 1999

21. SE income & 401k

    By Monica Barnard, March 4, 2010
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • March 4, 2010

22. §401(a)(13) Issue

    By chris, February 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • chris
    • February 18, 2011

23. Best way to change name of employer

    By Guest esi-jht, January 5, 2006
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • January 9, 2006

24. Will This Fly?

    By DP, July 27, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2001

25. SPD update

    By Guest Tammy2006, January 15, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 2006

26. Life Insurance in Retirement Plans

    By bzorc, January 28, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 28, 2003

27. PYE Feb 28. Leap Year?

    By BG5150, March 9, 2017
    • 12 replies
    • 1.5k views
    • 
    • NJ Mike
    • March 10, 2017

28. Relius Government Forms 5500 SP2

    By Guest Robin.Wolf, May 19, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 22, 2008

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

    By David, December 12, 2000
    • 4 replies
    • 1.5k views
    • 
    • BeckyMiller
    • December 20, 2000

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

    By Belgarath, March 22, 2022
    • 12 replies
    • 1.5k views
    • 
    • Nate S
    • March 25, 2022

31. Another quarterly participant statement question

    By Guest fiddler, March 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 23, 2007

32. Discriminatory Compensation Question.

    By Guest Max Power, February 2, 2004
    • 11 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2004

33. Death benefits - protected?

    By Guest Sieve, June 28, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 28, 2008

34. OK for profit sharing plan document to pay just half of participant's

    By Guest PALAWYER, April 14, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 1999

35. 8955-ssa related

    By Jakyasar, June 10, 2021
    • 3 replies
    • 1.5k views
    • 
    • CarolC
    • June 11, 2021

36. Participating employer goes away, is it a plan termination?

    By Flyboyjohn, November 19, 2015
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • November 20, 2015

37. Overtime Excluded in 401K Deduction Calculations

    By Mrs V, July 23, 2017   

    • overtime
    • 401k deductions
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 24, 2017

38. PEO Question

    By Guest mab, November 5, 2003
    • 5 replies
    • 1.5k views
    • 
    • Ron Snyder
    • November 13, 2003

39. Top Heavy rules and EGTRA

    By stephen, June 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • stephen
    • June 20, 2001

40. Bonding Question

    By mming, June 12, 2012
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 12, 2012

41. The Universal Availability Rule

    By Guest Nabiyah1, September 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2001

42. compensation and w-2

    By cpc0506, September 14, 2015
    • 12 replies
    • 1.5k views
    • 
    • hr for me
    • September 21, 2015

43. Plan deposits and withdrawals - turnaround times

    By Guest bmurphy, February 4, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 4, 2002

44. Frozen Profit Sharing Plan

    By Catch22PGM, October 3, 2022   

    • form 5500
    • frozen plan
    • (and 1 more)

      Tagged with:

      • form 5500
      • frozen plan
      • profit sharing plan
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • October 5, 2022

45. Any requirement to change vesting period when plan year changes

    By John A, September 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • John A
    • September 28, 1999

46. Anyone Know When President Signing Consolidated Appropriations Act, 2023 (including SECURE 2.0)?

    By rocknrolls2, December 27, 2022
    • 15 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • December 30, 2022

47. PS Plan - top heavy

    By Belgarath, August 29, 2016
    • 12 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2016

48. 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
    • 1.5k views
    • 
    • Larry Starr
    • October 3, 2019

49. Sole Props

    By Earl, July 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • July 11, 2001

50. 404(c) Default

    By Guest PALAWYER, November 19, 1998
    • 3 replies
    • 1.5k views
    • 
    • LCARUSI
    • November 22, 1998