Retirement Plans in General

5,751 topics in this forum

1. Reimbursement of Investment Loss To Money Purcahase Pension Plan

   By Guest EB Administrator, June 5, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • June 5, 2001

2. Admin firms who do Davis-Bacon plans (government contracts)?

   By Guest CAM, July 17, 2000
   • 5 replies
   • 1.5k views
   • 
   • IRC401
   • July 18, 2000

3. Profit Sharing Plan Incidental Benefit Exception

   By jkharvey, September 16, 2002
   • 1 reply
   • 1.5k views
   • 
   • R. Butler
   • September 19, 2002

4. 100% of Plan Assets in Annuity Contract

   By chris, January 7, 2002
   • 2 replies
   • 1.5k views
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   • chris
   • January 7, 2002

5. Leased Employees

   By Guest Delite, August 31, 2001
   • 2 replies
   • 1.5k views
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   • Guest
   • September 4, 2001

6. Limited Partnership

   By Guest SPOT, October 23, 2001
   • 2 replies
   • 1.5k views
   • 
   • Erik Read
   • October 25, 2001

7. Unrelated Business Income Tax

   By bdeancpa, September 16, 2013   

   • UBTI
   • 4 replies
   • 1.5k views
   • 
   • jpod
   • September 18, 2013

8. In-Service Withdrawal in Self-Employed Pension Plan

   By Guest SueJ, April 8, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • April 8, 2002

9. 204(h) Notice Twice??

   By Christine Roberts, June 21, 2000
   • 1 reply
   • 1.5k views
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   • david rigby
   • June 21, 2000

10. Doctor and Affiliated Service Group

    By Guest EMM118, December 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2005

11. Link to technical explanation etc

    By Appleby, February 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 8, 2007

12. Controlled Group - which company gets the deduction

    By Pammie57, April 8, 2019
    • 3 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 9, 2019

13. Affiliated Service Group

    By Guest wlank, April 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • April 23, 2001

14. Retroactive plan amenmdents relating to elective/optional law changes

    By Guest Gibson, September 12, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2000

15. Money Purchase Minimum Funding

    By Guest ehayes, March 13, 2003
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • March 13, 2003

16. Deemed IRAs in Qualified Plans(Commingled Assets; separate trusts)

    By Guest RSNOW, October 6, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 7, 2003

17. Four-tier allocation formula

    By chris, December 9, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 9, 2002

18. Trust ID Numbers

    By Guest taj32z, November 8, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 8, 2002

19. Who is an HCE

    By Guest SDPension, April 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 20, 2006

20. $35,000 Limit for DC Plans

    By Guest John Sample, December 18, 2000
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • December 21, 2000

21. Plan design options covering just the owner

    By Guest R. Daestrom, July 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • July 8, 2004

22. Plan Loan

    By imchipbrown, May 5, 1999
    • 0 replies
    • 1.5k views
    • 
    • imchipbrown
    • May 5, 1999

23. Why should retirement plans be organized around employers?

    By Peter Gulia, December 10, 2018
    • 15 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • December 14, 2018

24. Can SAR reflect assumed name of sponsor?

    By chris, January 24, 2006
    • 6 replies
    • 1.5k views
    • 
    • chris
    • January 25, 2006

25. Leased Owners

    By Guest JACKWADE, January 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 1999

26. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.5k views
    • 
    • shERPA
    • June 14, 2016

27. Component Plans and ABT

    By Guest Inquiring Mind, June 23, 2009
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 24, 2009

28. New Form 2848

    By John Feldt ERPA CPC QPA, January 19, 2012
    • 2 replies
    • 1.5k views
    • 
    • Lou S.
    • January 23, 2012

29. Plan sponsor out of business

    By Guest art, April 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 23, 1999

30. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 21, 2001

31. Calculating required minimum distribution

    By Guest Enda80, May 17, 2008
    • 7 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 20, 2008

32. Parent Sub Controlled Group

    By Guest TPAStacey, January 19, 2009
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • January 20, 2009

33. payout without settlement agreement

    By Guest JD698, March 29, 2004
    • 2 replies
    • 1.5k views
    • 
    • Harwood
    • March 29, 2004

34. Can we pay for GUST restatement out of plan assets?

    By KJohnson, February 22, 2000
    • 4 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • February 23, 2000

35. Notification on payouts under $200

    By ldr, June 8, 2018   

    • automatic cashout
    • distribution
    • (and 1 more)

      Tagged with:

      • automatic cashout
      • distribution
      • small amounts
    • 6 replies
    • 1.5k views
    • 
    • Draper55
    • July 18, 2018

36. Former employee becomes independent contractor for the same company

    By katieinny, September 6, 2007
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • September 7, 2007

37. SECURE ACT First RMD already started prior to 72

    By MaryOKTPA, January 3, 2020
    • 4 replies
    • 1.5k views
    • 
    • Larry Starr
    • January 3, 2020

38. choosing which assets to distribute to HCE

    By M Norton, November 8, 2019
    • 7 replies
    • 1.5k views
    • 
    • Bird
    • November 11, 2019

39. Portability after EGTRRA

    By wmyer, November 29, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2001

40. Consequences of Election not to Participate....

    By chris, September 11, 2002
    • 5 replies
    • 1.5k views
    • 
    • chris
    • September 13, 2002

41. Submission deadline

    By Trekker, January 9, 2007
    • 4 replies
    • 1.5k views
    • 
    • Trekker
    • January 11, 2007

42. Amending Money Purchase Pension Plan - How frequent is too frequent?

    By Guest, December 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 1999

43. Legal opinions

    By Belgarath, May 22, 2024
    • 8 replies
    • 1.5k views
    • 
    • fmsinc
    • May 23, 2024

44. Controlled Group and 401(k) Features

    By Guest mookie23, July 14, 2014   

    • Controlled Group
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • July 15, 2014

45. Money Purchase Plan needed?

    By Guest TrustMe401k, November 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • November 21, 2001

46. 5500 forms filed by TPA with an esigner authorization

    By Jakyasar, September 9
    • 1 reply
    • 1.5k views
    • 
    • Paul I
    • September 10

47. Brother Sister Company and Family Attribution Rules

    By Ananda, February 15, 2023
    • 3 replies
    • 1.5k views
    • 
    • Draper55
    • February 24, 2023

48. Participation waived - do they get Top Heavy contributon?

    By GrammieMame, June 24, 2016
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 28, 2016

49. Attribution and HCE's

    By Guest carsonv, October 10, 2003
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • October 10, 2003

50. Controlled Group?

    By Guest ANON-MD, June 25, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 25, 2009