Retirement Plans in General

5,781 topics in this forum

1. Scrivener's Error?

   By Pammie57, April 16, 2018
   • 19 replies
   • 4.9k views
   • 
   • MoJo
   • August 23, 2018

2. Pre 1986 After-tax contributions in P/S plan

   By Biscuit13, June 22, 2015   

   • After-tax contributions
   • Pre 1986
   • 6 replies
   • 4.9k views
   • 
   • Biscuit13
   • June 23, 2015

3. Sobering lesson on importance of unambiguous forms for plan participan

   By Dave Baker, November 9, 2000
   • 27 replies
   • 4.9k views
   • 
   • Guest
   • November 17, 2000

4. Defined Benefit into Profit Sharing Plan

   By Below Ground, February 17, 2011
   • 26 replies
   • 4.9k views
   • 
   • figure 8
   • November 14, 2019

5. If a search for a missing participant finds a new address, what do you do with it?

   By Peter Gulia, April 16, 2025
   • 10 replies
   • 4.9k views
   • 
   • Belgarath
   • November 26, 2025

6. MP Merged in PS Plan

   By pbarrett, November 9, 2001
   • 28 replies
   • 4.9k views
   • 
   • KJohnson
   • December 31, 2001

7. Can litigation expenses be paid from plan assets?

   By Guest Grumpy455, November 1, 2005
   • 10 replies
   • 4.9k views
   • 
   • Belgarath
   • November 2, 2005

8. Is an ERISA fidelity bond needed?

   By mming, September 23, 2010
   • 3 replies
   • 4.9k views
   • 
   • Bird
   • January 29, 2015

9. Clarification on Definition of W-2 Compensation

   By Guest TPA4ADAY, May 17, 2006
   • 0 replies
   • 4.9k views
   • 
   • Guest
   • May 17, 2006

10. What's best retirement vehicle for this Schedule C participant: Uni-K or traditional profit sharing plan?

    By Lori H, September 24, 2003
    • 11 replies
    • 4.8k views
    • 
    • Mary Kay Foss
    • October 17, 2003

11. Post-severance compensation

    By Belgarath, January 29, 2024
    • 7 replies
    • 4.8k views
    • 
    • DDahl
    • July 16, 2025

12. Deferred Vested Notification

    By Guest slcampbell, April 3, 2003
    • 1 reply
    • 4.8k views
    • 
    • david rigby
    • April 4, 2003

13. Name Change of 401(k) Plan

    By Guest Wondering, March 26, 1999
    • 3 replies
    • 4.8k views
    • 
    • david rigby
    • March 31, 1999

14. update to SS-4 TIN website - SSN required?

    By justanotheradmin, January 2, 2018   

    • ss-4
    • tin
    • (and 1 more)

      Tagged with:

      • ss-4
      • tin
      • irs
    • 10 replies
    • 4.8k views
    • 
    • ERISAcpr
    • August 1, 2019

15. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 5 replies
    • 4.8k views
    • 
    • 401 Chaos
    • April 6, 2015

16. Disability Pay on a W-2 by the insurance company?

    By Belgarath, August 11, 2022
    • 5 replies
    • 4.8k views
    • 
    • Belgarath
    • August 15, 2022

17. Who is liable?

    By Belgarath, July 9, 2009
    • 7 replies
    • 4.8k views
    • 
    • Peter Gulia
    • July 18, 2009

18. Recurring and Substantial Contributions

    By MarZDoates, April 29, 2003
    • 4 replies
    • 4.8k views
    • 
    • david rigby
    • April 30, 2003

19. schedule K1 income

    By eilano, February 3, 2006
    • 4 replies
    • 4.7k views
    • 
    • JAY21
    • February 7, 2006

20. Is this an ASG?

    By Jakyasar, February 3, 2025
    • 7 replies
    • 4.7k views
    • 
    • SSRRS
    • April 17, 2025

21. Plan Trustee deceased

    By Cynchbeast, October 30, 2013
    • 16 replies
    • 4.7k views
    • 
    • david rigby
    • November 6, 2013

22. What does "true up transfer" mean ?

    By Moe Howard, March 8, 2001
    • 5 replies
    • 4.7k views
    • 
    • actuarysmith
    • March 12, 2001

23. KEOGH PLAN DOCUMENT - Where is it?

    By Guest Eagle Don, December 19, 2008
    • 8 replies
    • 4.7k views
    • 
    • J2D2
    • December 22, 2008

24. Pension Distribution Issued after Death

    By Guest mabrick, February 6, 2012
    • 6 replies
    • 4.7k views
    • 
    • Guest
    • February 6, 2012

25. Integrated allocation in profit sharing plan; don't understand how the document's "comp plus excess comp" formula works

    By Lori H, September 15, 2003
    • 15 replies
    • 4.7k views
    • 
    • Tom Poje
    • September 26, 2003

26. Trusts in Controlled Group situations

    By Purplemandinga, December 7, 2018
    • 3 replies
    • 4.7k views
    • 
    • Purplemandinga
    • December 10, 2018

27. custodian fiduciary status

    By Guest cac1134, January 18, 2007
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • January 18, 2007

28. participant damages from overdistribution

    By Guest carolyny, January 26, 2002
    • 21 replies
    • 4.7k views
    • 
    • mbozek
    • April 17, 2003

29. Can non-US citizen be trustee?

    By Monica Barnard, February 18, 2009
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • February 18, 2009

30. non-US trustee

    By Santo Gold, September 10, 2019
    • 7 replies
    • 4.7k views
    • 
    • Luke Bailey
    • September 13, 2019

31. Amend to change Profit Sharing Allocation method after year end

    By Old Reliable, July 8, 2025
    • 15 replies
    • 4.7k views
    • 
    • David D
    • August 14, 2025

32. PPA Quarterly Statements

    By Guest tas1, March 20, 2007
    • 7 replies
    • 4.7k views
    • 
    • Bird
    • March 29, 2007

33. Retroactive Amendment

    By R. Butler, May 15, 2002
    • 13 replies
    • 4.7k views
    • 
    • Mike Preston
    • May 17, 2002

34. Who is responsible for filing form 990T for qualified plans?

    By Guest Suzanne, September 10, 2004
    • 6 replies
    • 4.7k views
    • 
    • Mary Kay Foss
    • September 12, 2004

35. Can a 1 participant plan (or just the Trust) continue after the death of the sole participant? 1 2

    By RayJJohnsonJr, July 11, 2018
    • 53 replies
    • 4.6k views
    • 
    • Larry Starr
    • August 20, 2018

36. Prevailing wage plans

    By Guest Jane Freeman, June 24, 2002
    • 13 replies
    • 4.6k views
    • 
    • AndyH
    • December 24, 2002

37. Leased employee and controlled group related

    By Jakyasar, September 4, 2025
    • 3 replies
    • 4.6k views
    • 
    • Jakyasar
    • September 5, 2025

38. 2026 COLA Projection of Dollar Limits

    By John Feldt ERPA CPC QPA, August 12, 2025
    • 15 replies
    • 4.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24, 2025

39. 500 / 1000 hour rule

    By rfahey, March 29, 2012
    • 8 replies
    • 4.6k views
    • 
    • Tom Poje
    • April 3, 2012

40. accrual vs cash basis of accounting and reporting

    By Santo Gold, October 21, 2005
    • 3 replies
    • 4.6k views
    • 
    • Santo Gold
    • October 21, 2005

41. Need cite for why pre-funding HCE PS is wrong

    By AlbanyConsultant, September 14, 2005
    • 17 replies
    • 4.6k views
    • 
    • Guest
    • September 15, 2005

42. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 4.6k views
    • 
    • Kevin C
    • March 10, 2017

43. temp worker, initial eligibility

    By M Norton, November 2, 2018
    • 17 replies
    • 4.6k views
    • 
    • AKowalski
    • December 12, 2018

44. How about a blanket Amnesty and clean slate?

    By Belgarath, February 23, 2005
    • 32 replies
    • 4.6k views
    • 
    • Harwood
    • March 5, 2005

45. hour of service for on-call time

    By Guest kurt johansen, June 14, 2000
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • June 23, 2001

46. Social Security - Who benefits?

    By Guest Learning, July 5, 2006
    • 4 replies
    • 4.5k views
    • 
    • Larry M
    • August 9, 2006

47. Amendment to Change Plan/Trust Year

    By chris, December 3, 1998
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • December 5, 2001

48. PS58 Costs - Insurance in 401(k)

    By Cynchbeast, April 18, 2013
    • 2 replies
    • 4.5k views
    • 
    • DMcGovern
    • April 18, 2013

49. Sub S shareholder "wages"

    By thepensionmaven, April 11, 2018
    • 15 replies
    • 4.5k views
    • 
    • BG5150
    • April 13, 2018

50. Self-Directed Profit Sharing Accounts

    By DP, August 20, 2004
    • 10 replies
    • 4.5k views
    • 
    • Jon Chambers
    • August 25, 2004