Retirement Plans in General

5,751 topics in this forum

1. Controlled Group Issue

   By chris, April 18, 2005
   • 9 replies
   • 1.5k views
   • 
   • chris
   • April 18, 2005

2. fees paid by employer

   By Dawn Hafner, February 12, 1999
   • 0 replies
   • 1.5k views
   • 
   • Dawn Hafner
   • February 12, 1999

3. Partner in LLP wants to irrevocably elect out of qualified plan.

   By PJaeger, December 30, 1999
   • 4 replies
   • 1.5k views
   • 
   • PJaeger
   • December 30, 1999

4. ROBS

   By jpod, August 9, 2018
   • 14 replies
   • 1.5k views
   • 
   • Larry Starr
   • August 10, 2018

5. 1099-R question: 1 trust but more than one plan: is 1 1099-R okay or m

   By John A, January 18, 2001
   • 3 replies
   • 1.5k views
   • 
   • MJ Hartman
   • January 18, 2001

6. ERISA coverage for new plan for former employees only

   By EBspecialist, January 19, 2022
   • 9 replies
   • 1.5k views
   • 
   • david rigby
   • February 25, 2022

7. How does the initial eligibility computation period function when the required service period amounts to two years?

   By Guest Enda80, October 25, 2008
   • 1 reply
   • 1.5k views
   • 
   • J Simmons
   • October 25, 2008

8. Money Purchase Plan Termination and Distribution

   By Guest benefitstudent, May 19, 2008
   • 3 replies
   • 1.5k views
   • 
   • Bird
   • May 19, 2008

9. GUST 1999 Restatements - Current Status of IRS

   By mwyatt, December 7, 1998
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • December 8, 1998

10. top heavy question

    By Guest stanlipton, April 8, 2013
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • April 9, 2013

11. Annuity Starting Date

    By chris, May 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • david shipp
    • May 20, 1999

12. Proposed Conditions for Small Pension Plans to Continue to Avoid Annua

    By Dave Baker, December 1, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 1999

13. Safe Harbor Compensation

    By Scott, January 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • October 15, 2003

14. ERISA 404(c) - One Error Means No Protection?

    By Christine Roberts, April 24, 2001
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • April 27, 2001

15. How does an age nuetral comparability plan work?

    By Guest Geo Kovka, February 15, 1999
    • 3 replies
    • 1.5k views
    • 
    • richard
    • February 21, 1999

16. Vesting Service and last day

    By Guest Serena, June 15, 2010
    • 6 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 17, 2010

17. Excluded employees

    By John Feldt ERPA CPC QPA, March 10, 2011
    • 6 replies
    • 1.5k views
    • 
    • GMK
    • March 11, 2011

18. New MultiEmloyer Vesting Rules - Impact on W/drawal Liability

    By Guest David Danziger, December 2, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 2, 1998

19. TEFRA ELECTION

    By Guest, November 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 1999

20. Need advice on whether to return to work full-time

    By Guest, March 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • March 10, 2000

21. Davis-Bacon Contributions and 401k Safe Harbor

    By perkinsran, October 17, 2003
    • 0 replies
    • 1.5k views
    • 
    • perkinsran
    • October 17, 2003

22. 401(a)(4)

    By thepensionmaven, February 6, 2009
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 9, 2009

23. Is an investment advisor who gets no fee an ERISA plan’s fiduciary?

    By Peter Gulia, December 23, 2021
    • 13 replies
    • 1.5k views
    • 
    • Roycal
    • December 28, 2021

24. Loan Default

    By Doghouse, November 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 26, 2009

25. Is a former union employee immediately eligible to participate upon hi

    By Guest Tara Curran, July 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • July 5, 2000

26. Terminating Plans-IRA Mandatory Rollover Amendments

    By JAY21, October 6, 2005
    • 3 replies
    • 1.5k views
    • 
    • JAY21
    • October 7, 2005

27. Pooled Earnings for Terminated Participants

    By katdmin, March 2, 2021
    • 8 replies
    • 1.5k views
    • 
    • Bird
    • March 4, 2021

28. Contribution of appreciated property to retirement plan

    By bzorc, November 20, 2003
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • November 21, 2003

29. 415 Limits for Profit Sharing Plan plus Govt. Plan

    By DP, April 21, 2004
    • 2 replies
    • 1.5k views
    • 
    • DP
    • April 21, 2004

30. CRD from previous ER's Plan after layoff from current ER

    By CRBarnard, April 22, 2020
    • 8 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • April 23, 2020

31. What is the most efficent way to withhold Federal taxes and remit the withholding to the gov't?

    By RayJJohnsonJr, June 2, 2022
    • 15 replies
    • 1.5k views
    • 
    • RayJJohnsonJr
    • June 29, 2022

32. Vesting Years in two Plans

    By dmb, February 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 26, 2001

33. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.5k views
    • 
    • ldr
    • September 17, 2020

34. Affiliated Service Group (ASG) Rules

    By ALBailey, November 20, 2007
    • 1 reply
    • 1.5k views
    • 
    • buckaroo
    • November 30, 2007

35. Ideal Salary calculation

    By Tom Poje, December 20, 2010
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • December 21, 2010

36. Target Benefit Issue

    By chris, January 8, 2004
    • 7 replies
    • 1.5k views
    • 
    • mwyatt
    • January 9, 2004

37. Section 501(c)(2) Corporation

    By Guest John Nelson, January 8, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2003

38. Money Purchase merge into Profit Sharing

    By Guest DavidB, September 9, 1999
    • 1 reply
    • 1.5k views
    • 
    • davef
    • September 9, 1999

39. Snap-on or add-on amendments; when can those get used for amending a plan?

    By Guest Enda80, March 5, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • March 5, 2009

40. Trade Association Profit Sharing Plan

    By richard, December 23, 1999
    • 0 replies
    • 1.5k views
    • 
    • richard
    • December 23, 1999

41. 2016 IRS Benefits & Contributions Limits Announced

    By Carol V. Calhoun, October 21, 2015   

    • 415
    • 401(k)
    • (and 6 more)

      Tagged with:

      • 415
      • 401(k)
      • defined benefit
      • defined contribution
      • highly compensated employee
      • 403(b)
      • 457
      • section 415
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 5, 2016

42. Proposed Rule: Use of Forfeitures

    By RatherBeGolfing, October 2, 2023
    • 11 replies
    • 1.5k views
    • 
    • Paul I
    • October 3, 2023

43. Web Subscriber services for Retirement Plans (401k, 403b, 457,etc etc)

    By Guest CPeterson, December 7, 1998
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 8, 1998

44. RMD not completed by 12/31/12

    By Cynchbeast, January 10, 2013
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • January 11, 2013

45. Form W2

    By Guest tajcc, November 10, 2006
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • November 10, 2006

46. Status of Fee Disclosure Regs

    By Laura Harrington, April 27, 2009
    • 1 reply
    • 1.5k views
    • 
    • TPApril
    • April 22, 2011

47. Document Updates and Amendments

    By Guest DennisT, May 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 19, 1999

48. forgot to make profit sharing deposit

    By AlbanyConsultant, June 17, 2020
    • 3 replies
    • 1.5k views
    • 
    • Bill Presson
    • June 18, 2020

49. Two Sponsors In Same Plan Year

    By Christine Roberts, August 23, 2000
    • 1 reply
    • 1.5k views
    • 
    • Erik Read
    • September 1, 2000

50. Is the following a related rollover?

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