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Retirement Plans in General

5,753 topics in this forum

  1. Leased Employees from within a controlled group

    By Nate S,
    • 3 replies
    • 657 views

  2. 401(k) (non-union) and 403(b) (union)

    By waid10,
    • 3 replies
    • 1.9k views

  3. Multiple employer 401k plan terminates

    By Belgarath,
    • 3 replies
    • 1.2k views

  4. When Must A Plan Be Executed?

    By Scott,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  5. "last day of the Plan Year Ending on or after question"; so if the plan year ended on March 30, 2005, you have only five days?

    By Guest Enda80,
    • 3 replies
    • 1.1k views

  6. Resigning on non-responsive clients

    By Guest JHeller,
    • 3 replies
    • 1.9k views

  7. Outsourced CFO - affiliated service group

    By dan.jock,
    • 3 replies
    • 780 views

  8. one person plan... owner deceased, final 5500 never filed

    By AlbanyConsultant,
    • 3 replies
    • 775 views

  9. Changing plan name associated with EIN

    By Bird,
    • 3 replies
    • 728 views

  10. 402g exceeded by HCE, testing and 415(c) question

    By Jakyasar,
    • 3 replies
    • 1.8k views

  11. Eligibility/Vesting for Rehires

    By Guest Jeff Underwood,
    • 3 replies
    • 2k views

  12. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.5k views

  13. Secure 2.0 auto enroll exceptions - Church

    By Santo Gold,
    • 3 replies
    • 958 views

  14. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 898 views

  15. Hours attributable to spouse

    By Cynchbeast,
    • 3 replies
    • 840 views
    • Bird
    • Bird

  16. Repayment upon rehire

    By Guest Ken Newhouse,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  17. When determining who is an excludable employee under 410(b), which com

    By John A,
    • 3 replies
    • 2.3k views

  18. Denied eligibility after a certain age

    By Guest Ben S,
    • 3 replies
    • 1.4k views

  19. 5% owners

    By Guest Srobertson2,
    • 3 replies
    • 3.3k views

  20. Opposite-sex domestic partner - health insurance premium taxation

    By Belgarath,
    • 3 replies
    • 1.4k views

  21. Can a DB Plan Accept a rollover?

    By LCARUSI,
    • 3 replies
    • 2.2k views
    • JWK
    • JWK

  22. GUST Restatements - Anyone know current status?

    By mwyatt,
    • 3 replies
    • 1.5k views

  23. DC Plan with life insurance strategy /DOL PTE 92-6

    By Tax Cowboy,   
    • 3 replies
    • 1.3k views

  24. combo plan testing - gateway requirement

    By Jakyasar,
    • 3 replies
    • 1.1k views

  25. Key employee

    By abanky,
    • 3 replies
    • 1.7k views

  26. compensation question

    By K2retire,
    • 3 replies
    • 795 views

  27. Top Heavy Determination and Forfeiture Account

    By Gilmore,
    • 3 replies
    • 1k views

  28. Deduction

    By Jakyasar,
    • 3 replies
    • 1.3k views

  29. Is 2 year wait an issue for a new plan?

    By Jakyasar,
    • 3 replies
    • 448 views

  30. Notice Regarding Periodic Benefit Statement

    By Guest Jill B,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  31. How Do We Distinguish an (Early) Retirement From a Termination?

    By Guest Dash02,
    • 3 replies
    • 2.3k views

  32. Pooled Employer Plans

    By D.J. Simonetti,
    • 3 replies
    • 1.3k views

  33. Prohibited Transaction

    By still learning,
    • 3 replies
    • 728 views

  34. Terminating Plans-IRA Mandatory Rollover Amendments

    By JAY21,
    • 3 replies
    • 1.5k views

  35. Forfeiture reallocation

    By Guest Jodi S.,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  36. next year's limits

    By Tom Poje,
    • 3 replies
    • 1.1k views

  37. Constructive Ownership/Spousal attribution

    By TPApril,
    • 3 replies
    • 704 views

  38. Changing Fiscal and Plan year ends

    By Chippy,
    • 3 replies
    • 1.3k views

  39. Mandatory Roth catch-up in 2026

    By Belgarath,
    • 3 replies
    • 3.6k views

  40. Any way around this?

    By K-t-F,
    • 3 replies
    • 1.2k views

  41. SH NEC

    By Cynchbeast,
    • 3 replies
    • 1.8k views

  42. TPA lost (?) Beneficiary Designation, (Deceased Participant)

    By TCWalker,
    • 3 replies
    • 1.9k views

  43. J&S percentage limit with large age differences

    By dan.jock,
    • 3 replies
    • 3k views

  44. Buyback of vacation pay--subject to 401(k)? And New Comparability question.

    By BG5150,
    • 3 replies
    • 1.3k views

  45. Congress seems unlikely this week to legislate anything for retirement plans.

    By Peter Gulia,
    • 3 replies
    • 1.9k views

  46. Controlled Group Issue

    By R. Butler,
    • 3 replies
    • 1.3k views

  47. Plan of Association

    By Guest Sieve,
    • 3 replies
    • 980 views

  48. Change In Pension Plan Calculation

    By Guest slick1,
    • 3 replies
    • 1.5k views

  49. Form 712 needed for life insurance in plan?

    By Belgarath,
    • 3 replies
    • 11.8k views

  50. after-tax employee contributions

    By Santo Gold,
    • 3 replies
    • 878 views
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