Retirement Plans in General

5,768 topics in this forum

1. Counting service with a predecessor ER--what entry date

   By BG5150, March 22, 2019
   • 7 replies
   • 4.8k views
   • 
   • Kevin C
   • March 26, 2019

2. Deferred Vested Notification

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

3. Name Change of 401(k) Plan

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

4. Is an ERISA fidelity bond needed?

   By mming, September 23, 2010
   • 3 replies
   • 4.8k views
   • 
   • Bird
   • January 29, 2015

5. Scrivener's Error?

   By Pammie57, April 16, 2018
   • 19 replies
   • 4.8k views
   • 
   • MoJo
   • August 23, 2018

6. 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
   • 4.8k views
   • 
   • Belgarath
   • November 26, 2025

7. Who is liable?

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

8. Defined Benefit into Profit Sharing Plan

   By Below Ground, February 17, 2011
   • 26 replies
   • 4.8k views
   • 
   • figure 8
   • November 14, 2019

9. Recurring and Substantial Contributions

   By MarZDoates, April 29, 2003
   • 4 replies
   • 4.7k views
   • 
   • david rigby
   • April 30, 2003

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

    By Biscuit13, June 22, 2015   

    • After-tax contributions
    • Pre 1986
    • 6 replies
    • 4.7k views
    • 
    • Biscuit13
    • June 23, 2015

11. Does plan sponsor need EIN to create a 401k Plan?

    By Santo Gold, February 4, 2021
    • 16 replies
    • 4.7k views
    • 
    • mkaufman
    • January 30, 2022

12. schedule K1 income

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

13. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 5 replies
    • 4.7k views
    • 
    • 401 Chaos
    • April 6, 2015

14. Is this an ASG?

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

15. Post-severance compensation

    By Belgarath, January 29, 2024
    • 7 replies
    • 4.7k views
    • 
    • DDahl
    • July 16, 2025

16. KEOGH PLAN DOCUMENT - Where is it?

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

17. custodian fiduciary status

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

18. 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

19. What does "true up transfer" mean ?

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

20. Can non-US citizen be trustee?

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

21. Pension Distribution Issued after Death

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

22. PPA Quarterly Statements

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

23. Plan Trustee deceased

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

24. Retroactive Amendment

    By R. Butler, May 15, 2002
    • 13 replies
    • 4.6k views
    • 
    • Mike Preston
    • May 17, 2002

25. participant damages from overdistribution

    By Guest carolyny, January 26, 2002
    • 21 replies
    • 4.6k views
    • 
    • mbozek
    • April 17, 2003

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

    By Guest Suzanne, September 10, 2004
    • 6 replies
    • 4.6k views
    • 
    • Mary Kay Foss
    • September 12, 2004

27. Prevailing wage plans

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

28. Trusts in Controlled Group situations

    By Purplemandinga, December 7, 2018
    • 3 replies
    • 4.6k views
    • 
    • Purplemandinga
    • December 10, 2018

29. Rehired Participants

    By Connor, September 12, 2025
    • 10 replies
    • 4.6k views
    • 
    • ESOP Guy
    • October 6, 2025

30. 500 / 1000 hour rule

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

31. Leased employee and controlled group related

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

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

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

33. accrual vs cash basis of accounting and reporting

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

34. non-US trustee

    By Santo Gold, September 10, 2019
    • 7 replies
    • 4.6k views
    • 
    • Luke Bailey
    • September 13, 2019

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. How about a blanket Amnesty and clean slate?

    By Belgarath, February 23, 2005
    • 32 replies
    • 4.5k views
    • 
    • Harwood
    • March 5, 2005

37. Social Security - Who benefits?

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

38. Amendment to Change Plan/Trust Year

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

39. Self-Directed Profit Sharing Accounts

    By DP, August 20, 2004
    • 10 replies
    • 4.4k views
    • 
    • Jon Chambers
    • August 25, 2004

40. PS58 Costs - Insurance in 401(k)

    By Cynchbeast, April 18, 2013
    • 2 replies
    • 4.4k views
    • 
    • DMcGovern
    • April 18, 2013

41. temp worker, initial eligibility

    By M Norton, November 2, 2018
    • 17 replies
    • 4.4k views
    • 
    • AKowalski
    • December 12, 2018

42. This group....

    By Cathy from Chicago, September 6, 2007
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • February 18, 2009

43. 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
    • 4.4k views
    • 
    • ERISAcpr
    • August 1, 2019

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

    By Old Reliable, July 8, 2025
    • 15 replies
    • 4.4k views
    • 
    • David D
    • August 14, 2025

45. Top Heavy Testing-Controlled Group

    By Guest BAR, May 21, 2001
    • 6 replies
    • 4.4k views
    • 
    • Guest
    • May 22, 2001

46. hour of service for on-call time

    By Guest kurt johansen, June 14, 2000
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • June 23, 2001

47. Any arguments against using a corporate trustee?

    By Guest Fauxqui, July 19, 2002
    • 7 replies
    • 4.4k views
    • 
    • Fredman
    • September 24, 2002

48. Rehire of employee who elected out of plan

    By Guest Peggy806, May 31, 2011
    • 14 replies
    • 4.4k views
    • 
    • Belgarath
    • June 3, 2011

49. Late deposits on Form 5330

    By Cynchbeast, July 10, 2014
    • 6 replies
    • 4.4k views
    • 
    • Cynchbeast
    • July 11, 2014

50. Encourage DB plans

    By Guest ctobe, November 12, 1998
    • 17 replies
    • 4.4k views
    • 
    • joel
    • December 8, 1998