Retirement Plans in General

5,753 topics in this forum

1. Chapter 13 Bankruptcy Offices - What Type of Entity?

   By Guest YATPA, October 30, 2003
   • 3 replies
   • 2.2k views
   • 
   • Ron Snyder
   • November 11, 2003

2. URGENT - Can you pay UBTI tax with plan assets?

   By FundeK, April 15, 2004
   • 3 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • April 16, 2004

3. 414(s) compensation testing

   By AKconsult, September 7, 2018
   • 3 replies
   • 1.2k views
   • 
   • Tom Poje
   • September 10, 2018

4. Withdrawal of IRA rollover from profit sharing plan

   By Guest moosegirl, January 21, 2004
   • 3 replies
   • 1.2k views
   • 
   • QDROphile
   • April 19, 2004

5. is increasing normal retirement age in a 401(k) Plan subject to anti-cutback rule?

   By mariemonroe, August 3, 2015
   • 3 replies
   • 1.4k views
   • 
   • Doghouse
   • August 5, 2015

6. 404(c) Default

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

7. Monthly profit sharing allocations and last day provision

   By Guest Gibson, June 25, 2001
   • 3 replies
   • 2k views
   • 
   • AndyH
   • June 26, 2001

8. Leased employee and controlled group related

   By Jakyasar, September 4
   • 3 replies
   • 4.1k views
   • 
   • Jakyasar
   • September 5

9. 2011 Required Amendment

   By Cynchbeast, September 20, 2013
   • 3 replies
   • 1.7k views
   • 
   • Bird
   • September 21, 2013

10. contribution due or not - senior moment

    By thepensionmaven, April 6, 2019
    • 3 replies
    • 567 views
    • 
    • chc93
    • April 8, 2019

11. Waiver of PS due to SSI benefits?

    By BG5150, April 27, 2022
    • 3 replies
    • 575 views
    • 
    • Peter Gulia
    • May 1, 2022

12. Scope of DOL Audit

    By Guest Jill41402, April 6, 2011
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • April 19, 2011

13. profit sharing deposit timing

    By Santo Gold, April 18, 2024
    • 3 replies
    • 879 views
    • 
    • Santo Gold
    • April 18, 2024

14. Control Group Question

    By Madison71, March 4, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 5, 2010

15. In-service Roth rollovers--protected benefit?

    By BG5150, December 20, 2021
    • 3 replies
    • 1.1k views
    • 
    • Bri
    • December 21, 2021

16. Prohibited transactions

    By Guest lskin, May 11, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • May 11, 2006

17. Former LTPT vesting credit

    By Belgarath, September 5
    • 3 replies
    • 3k views
    • 
    • Peter Gulia
    • September 5

18. Is it permissable to have different vesting schedules dependant on an

    By R. Butler, November 18, 2002
    • 3 replies
    • 2k views
    • 
    • mbozek
    • November 20, 2002

19. Annual Vesting Statement

    By Guest DTromb, February 28, 2007
    • 3 replies
    • 2.2k views
    • 
    • Everett Moreland
    • March 4, 2007

20. 501(c)(3) forms?

    By Santo Gold, May 3, 2011
    • 3 replies
    • 1.4k views
    • 
    • Santo Gold
    • May 5, 2011

21. Controlled Group - which company gets the deduction

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

22. 414s safe harbor exclusions

    By Just Tri, May 28, 2020
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • May 28, 2020

23. Issues regarding lease employees

    By Guest Kellie Smith, April 27, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2000

24. Will the $ limit increase to $35,000 next year?

    By AndyH, October 11, 2000
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 25, 2000

25. Contribution exceeds 404 limit

    By Cynchbeast, December 4, 2012
    • 3 replies
    • 1.1k views
    • 
    • Cynchbeast
    • December 4, 2012

26. Treatment of MP plan's forfeitures when MP plan merges into PS plan

    By Guest Kelly Igel, February 6, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 8, 2002

27. Certification question?

    By Guest ebyrd458, March 7, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2001

28. ERISA rules

    By Guest REIL guy, August 6, 2003
    • 3 replies
    • 1.5k views
    • 
    • Erik Read
    • August 28, 2003

29. Participant statments

    By Jim Chad, March 22, 2007
    • 3 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 28, 2007

30. Profit Sharing Plan

    By jala, October 16, 2007
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • October 16, 2007

31. Pre-approved plan document amendment to permit rollovers

    By buckaroo, October 24, 2017
    • 3 replies
    • 804 views
    • 
    • Bird
    • October 30, 2017

32. Lump sum distribution of non-qualified pension plans

    By Brian Reynolds, April 22, 2024
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • April 22, 2024

33. Fiduciary Bond Not required for One-Participant Keogh Plan?

    By Guest SSCARO, November 21, 2000
    • 3 replies
    • 2.6k views
    • 
    • AndyH
    • November 23, 2000

34. Business establish after effective date of Plan?

    By jane123, October 31, 2005
    • 3 replies
    • 1.6k views
    • 
    • jane123
    • November 1, 2005

35. International Employee 401k

    By Guest padmin, August 14, 2008
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 22, 2008

36. Moving Deadline if it falls on weekend/holiday

    By Guest bobolink, May 21, 2009
    • 3 replies
    • 2.9k views
    • 
    • mming
    • May 21, 2009

37. Money purchase plan

    By Guest JM123, February 17, 2013   

    • QJSA explanation
    • 3 replies
    • 958 views
    • 
    • Guest
    • February 18, 2013

38. ASG and HCE

    By cathyw, March 29, 2023
    • 3 replies
    • 724 views
    • 
    • Belgarath
    • March 30, 2023

39. Does anyone have experience with paying legal fees (preparation for li

    By Guest mo again, September 27, 2000
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 29, 2000

40. Voya Vesting Update

    By TH 401k, October 27
    • 3 replies
    • 576 views
    • 
    • ratherbereading
    • October 29

41. Claiming Small Plan Audit Waiver on From 5500 & Preparing SAR / AFN

    By AdKu, May 26, 2017   

    • claiming small plan audit waiver on from 5500 & preparing sar / afn
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • May 30, 2017

42. Pension Question - Cessation of Employer Contributions

    By WR_Smith, December 2, 2022
    • 3 replies
    • 2.5k views
    • 
    • Luke Bailey
    • December 6, 2022

43. Short Plan Year and prorated limits

    By perplexedbypensions, January 15, 2020
    • 3 replies
    • 2k views
    • 
    • perplexedbypensions
    • January 15, 2020

44. Attribution Question

    By R. Butler, March 20, 2003
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • March 21, 2003

45. NON CASH CONTRIBUTION TO KEOUGH MPP

    By Guest GENE, October 22, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 1999

46. IRS Notice CP214

    By Gilmore, February 28, 2022
    • 3 replies
    • 959 views
    • 
    • Gilmore
    • February 28, 2022

47. Troubled about limitation of liability clause in proposed administrati

    By Dave Baker, October 26, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 27, 1999

48. Compensation Paid In Advance

    By EPCRSGuru, July 15, 2022
    • 3 replies
    • 910 views
    • 
    • Luke Bailey
    • July 18, 2022

49. Are Profit Sharing Plans Eligible for the Over 50 yrs. Additional Cont

    By Guest jhannifan, August 7, 2001
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • August 7, 2001

50. Parent Sub Controlled Group

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