Retirement Plans in General

5,751 topics in this forum

1. 401(M) and ACP test; what do you do if the plan does not pass muster?

   By Guest Enda80, June 10, 2008
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • June 11, 2008

2. 401/PS was contributed into the DB plan and more mess

   By Jakyasar, March 1, 2024
   • 3 replies
   • 908 views
   • 
   • Gina Alsdorf
   • August 22, 2024

3. 401a Questions

   By EBP Guy, March 17
   • 6 replies
   • 2.6k views
   • 
   • Artie M
   • March 18

4. 401a vs. WV TRS(teacher retirement system)

   By Guest Confused in WV, May 7, 2008
   • 11 replies
   • 6.4k views
   • 
   • Steelerfan
   • May 15, 2008

5. 401a4 testing age for a combo plan

   By Jakyasar, February 12, 2024
   • 2 replies
   • 725 views
   • 
   • Jakyasar
   • February 12, 2024

6. 401k Investment Choices

   By DP, November 12, 2002
   • 7 replies
   • 1.7k views
   • 
   • Kirk Maldonado
   • November 18, 2002

7. 401k moving to a 403b?

   By Santo Gold, September 25, 2024
   • 2 replies
   • 897 views
   • 
   • Patricia Neal Jensen
   • September 26, 2024

8. 401k or 403b for small (but growing) nfp

   By Guest spoon, November 12, 2008
   • 1 reply
   • 919 views
   • 
   • Guest
   • November 25, 2008

9. 401k plan termination after company's divisions split?

   By Guest JOEDOM1, June 19, 2000
   • 1 reply
   • 2.8k views
   • 
   • Guest
   • June 19, 2000

10. 401k plan wants incl independent contractors

    By Guest Robin A Spooner, October 29, 1998
    • 11 replies
    • 12.4k views
    • 
    • Guest
    • November 21, 1998

11. 401k provider's loan fee deducted from loan check

    By MJ Hartman, November 1, 2013
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • November 4, 2013

12. 402g exceeded by HCE, testing and 415(c) question

    By Jakyasar, December 16, 2024
    • 3 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • December 16, 2024

13. 403(a) Plan Document

    By Guest Statler, February 23, 2009
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

14. 403(b) and 401(k) Consultants

    By erturner22, February 11, 2016   

    • consultant; retirement
    • 0 replies
    • 642 views
    • 
    • erturner22
    • February 11, 2016

15. 403(b) Plan and Money Purchase Plan

    By Belgarath, January 20, 2016
    • 8 replies
    • 1.9k views
    • 
    • Belgarath
    • January 21, 2016

16. 403(b) vs. 401(k)

    By Guest Cyndi, March 14, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 31, 1999

17. 403(b)(9) church plan - VCP

    By KaJay, August 2, 2019   

    • vcp/epcrs correction
    • 6 replies
    • 1.5k views
    • 
    • KaJay
    • August 6, 2019

18. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad, March 28, 2018
    • 4 replies
    • 1.6k views
    • 
    • Bob the Swimmer
    • March 29, 2018

19. 404 Analysis in Affiliated Service Group Situation

    By Guest EMM118, February 19, 2009
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 26, 2009

20. 404 DC deduction limit "correction"

    By AndrewZ, February 12, 2019
    • 4 replies
    • 1.6k views
    • 
    • AndrewZ
    • February 14, 2019

21. 404 Deduction Limit

    By Gilmore, May 10, 2004
    • 4 replies
    • 2.7k views
    • 
    • Gilmore
    • May 11, 2004

22. 404 excess

    By Earl, January 31, 2006
    • 3 replies
    • 2.4k views
    • 
    • Belgarath
    • January 31, 2006

23. 404 Limit for Profit Sharing - does it include compensation for termin

    By Lynn Campbell, November 10, 2000
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • November 27, 2000

24. 404 Limits under EGTRA

    By stephen, July 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • July 5, 2001

25. 404(a) Deduction in Single Employer Plan

    By Dougsbpc, March 23, 2022
    • 3 replies
    • 832 views
    • 
    • Dougsbpc
    • March 30, 2022

26. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc, July 19, 2024
    • 1 reply
    • 728 views
    • 
    • Peter Gulia
    • July 19, 2024

27. 404(a)/408(b) required for pooled accounts?

    By kwalified, March 6, 2012
    • 5 replies
    • 1.4k views
    • 
    • kwalified
    • March 7, 2012

28. 404(a)5 Fund Chart needed

    By BG5150, March 24, 2015
    • 0 replies
    • 1k views
    • 
    • BG5150
    • March 24, 2015

29. 404(c) and brokerage accounts

    By AlbanyConsultant, November 10, 2005
    • 4 replies
    • 3.1k views
    • 
    • Erik Read
    • November 15, 2005

30. 404(c) compliant?

    By Guest TrustMe401k, June 18, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • June 18, 2002

31. 404(c) Default

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

32. 404(c) language in a Summary Plan Description

    By katieinny, February 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 4, 2005

33. 404(c) Protection with only brokerage accounts?

    By BG5150, October 25, 2021
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • October 26, 2021

34. 404(c) Risk in Recommending Annuity Provider?

    By Guest Kathleen Toth, February 5, 1999
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 1999

35. 404a-5 fee disclosures

    By Belgarath, August 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 30, 2012

36. 408 Service Provider Agreements for CD Investments

    By BeanCounterBlues, October 16, 2008
    • 0 replies
    • 867 views
    • 
    • BeanCounterBlues
    • October 16, 2008

37. 408(b)(2) disclosures

    By Belgarath, January 3, 2012
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • January 5, 2012

38. 408(b)(2) Reasonable Contract or Arrangement

    By J2D2, September 29, 2011
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • September 30, 2011

39. 408(b)(2) regs

    By Guest JM123, August 26, 2011
    • 0 replies
    • 809 views
    • 
    • Guest
    • August 26, 2011

40. 408(b)2 and 404(a) for Trusteed Pooled Plans

    By rfahey, April 20, 2012
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • April 20, 2012

41. 408(b)2 Reporting Period

    By kwalified, May 23, 2012
    • 18 replies
    • 2.9k views
    • 
    • Guest
    • July 2, 2012

42. 408b-2 disclosures

    By Belgarath, November 19, 2019
    • 9 replies
    • 1.6k views
    • 
    • TPApril
    • May 18, 2020

43. 410(a), ERISA 202(a), and the University Availablity Rule

    By Guest Nabiyah1, September 13, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • September 13, 2001

44. 410(b) and determination letters

    By AndyH, November 12, 2020
    • 2 replies
    • 535 views
    • 
    • AndyH
    • November 16, 2020

45. 410(B) Coverage Requirements and Controlled Groups

    By Guest Enda80, September 14, 2009
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • September 15, 2009

46. 410(b) coverage test for DB

    By Cynchbeast, February 28, 2014
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • February 28, 2014

47. 410(b) for controlled group

    By Trekker, August 13, 2012
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 13, 2012

48. 410(b) Problem Due to Participants w/$0 Compensation?

    By mming, February 19, 2009
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 19, 2009

49. 410(b) testing

    By lexi, May 10, 2007
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • May 11, 2007

50. 410(b) testing when one employee works for both members of controlled group

    By Floridaattorney, October 25, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 26, 2013