Retirement Plans in General

5,753 topics in this forum

1. Money Purchase to Profit Sharing Conversion

   By Fielding Mellish, August 30, 2016
   • 3 replies
   • 927 views
   • 
   • QDROphile
   • September 1, 2016

2. QDROs

   By Guest Enda80, March 27, 2008
   • 3 replies
   • 993 views
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   • oriecat
   • March 27, 2008

3. Not really retirement plan specific question. Need a copy of an old I

   By jkharvey, January 4, 2002
   • 3 replies
   • 1.4k views
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   • GBurns
   • January 9, 2002

4. Add-on DB for Union Employee

   By drakecohen, May 3, 2010
   • 3 replies
   • 1.9k views
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   • Mike Preston
   • May 6, 2010

5. Does anyone understand Vanguard's new small-plan package?

   By Peter Gulia, February 16, 2012
   • 3 replies
   • 1.7k views
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   • GMK
   • February 16, 2012

6. Controlled Group Question

   By Spencer, December 6, 2012
   • 3 replies
   • 982 views
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   • Lou S.
   • December 13, 2012

7. Affiliated service group?

   By Bird, November 19, 2015
   • 3 replies
   • 747 views
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   • Bird
   • November 20, 2015

8. Late document amender

   By Santo Gold, August 22, 2006
   • 3 replies
   • 1.7k views
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   • WDIK
   • August 23, 2006

9. Allocation of Contribution

   By Dougsbpc, April 23, 2024
   • 3 replies
   • 803 views
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   • Jakyasar
   • April 24, 2024

10. Death of Plan Administrator and Trustee

    By Guest tracys, February 11, 2004
    • 3 replies
    • 1.8k views
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    • Belgarath
    • February 12, 2004

11. Orphan Sole proprietor Plan-What to do?

    By jane123, July 24, 2005
    • 3 replies
    • 1.5k views
    • 
    • No Name
    • July 25, 2005

12. Top Heavy Testing

    By Guest coryjat, February 4, 2007
    • 3 replies
    • 2k views
    • 
    • J Simmons
    • February 10, 2007

13. deadline for making employee contriubtion

    By thepensionmaven, September 12, 2018
    • 3 replies
    • 671 views
    • 
    • thepensionmaven
    • September 12, 2018

14. No Payout

    By prjrrr, April 23, 2024
    • 3 replies
    • 1.2k views
    • 
    • TheBoxMan
    • April 24, 2024

15. Aggregating Rollover Amounts in a DB Plan in Determining Plan Loan Amount

    By Guest Edward McElroy, October 10, 2005
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2005

16. After-tax rollover into a qualified plan. Problem?

    By Santo Gold, July 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 27, 2005

17. 2002 profit sharing "pre-funded" during the plan year -- how

    By maverick, January 16, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 18, 2003

18. ROBS plans and UBTI

    By Belgarath, October 27, 2017
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • October 27, 2017

19. In-Law Attribution

    By Guest karlin, May 10, 2004
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 11, 2004

20. Form W2

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

21. Is an ERISA fidelity bond needed?

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

22. reimburse plan expense erroneously charged

    By Scuba 401, September 1, 2016
    • 3 replies
    • 775 views
    • 
    • BG5150
    • September 2, 2016

23. Retirement Plan Audits

    By bzorc, October 26, 1999
    • 3 replies
    • 1.6k views
    • 
    • BeckyMiller
    • November 8, 1999

24. Initial Short Plan Year

    By Guest LoloV, June 6, 2003
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 6, 2003

25. Rate Banding

    By wmyer, February 4, 2005
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • February 4, 2005

26. household employee of business owner

    By J Simmons, August 13, 2019
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • August 13, 2019

27. Integrated/Top Heavy with shmt and disc match

    By Lou81, January 17, 2020
    • 3 replies
    • 621 views
    • 
    • Lou S.
    • January 17, 2020

28. new comp. allocation in a terminating plan

    By Santo Gold, May 4, 2010
    • 3 replies
    • 864 views
    • 
    • Mike Preston
    • May 4, 2010

29. safe harbor plans joining PEPs mid year

    By mattmc82, November 23, 2020
    • 3 replies
    • 1.2k views
    • 
    • Alonzo Church
    • November 24, 2020

30. Small plans and Forbes August 10th issue

    By Guest BobParks, August 20, 1998
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • August 23, 1998

31. How to allocate more than $34k in 2001?

    By Jed Macy, November 2, 2000
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • November 3, 2000

32. Participation in either/or plans

    By msmith, January 20, 2009
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2009

33. Full time employment to part-time

    By thepensionmaven, January 21, 2016
    • 3 replies
    • 632 views
    • 
    • Tom Poje
    • January 21, 2016

34. Not stopping Match/SH when comp goes over limit

    By BG5150, August 28, 2024
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • September 4, 2024

35. Family attribution question

    By Cynchbeast, September 3, 2016
    • 3 replies
    • 948 views
    • 
    • RatherBeGolfing
    • September 4, 2016

36. Is an Employee on Workers' Compensation Treated as an Active Employee

    By Guest Edward McElroy, December 22, 1998
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • December 31, 1998

37. OK to name both a corporate co-trustee (e.g. a bank) and an employee of the plan sponsor as co-trustee?

    By Guest PensionPerson, August 8, 2003
    • 3 replies
    • 5.5k views
    • 
    • Guest
    • August 8, 2003

38. Controlled group/fish story

    By Belgarath, February 11, 2004
    • 3 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 29, 2004

39. Agricultural labor

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 23, 2012

40. Coverage question

    By BG5150, April 6, 2017
    • 3 replies
    • 479 views
    • 
    • Tom Poje
    • April 6, 2017

41. 2019 COLAs Released by IRS

    By Lois Baker, November 1, 2018
    • 3 replies
    • 713 views
    • 
    • Tom Poje
    • November 1, 2018

42. Self employed Integrated contribution calculation

    By Magill, March 3, 2022
    • 3 replies
    • 803 views
    • 
    • Tom Poje
    • March 5, 2022

43. Split plan to avoid audit

    By bzorc, April 7, 2023
    • 3 replies
    • 1.3k views
    • 
    • pmacduff
    • April 13, 2023

44. Terminated, severance through 12/31.

    By K-t-F, October 30, 2023
    • 3 replies
    • 909 views
    • 
    • Paul I
    • October 31, 2023

45. Money Purchase Plan needed?

    By Guest TrustMe401k, November 20, 2001
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • November 21, 2001

46. If the asset statements for a retirement plan do not have the assets in the name of the plan, what happens? What corrective actions must take place?

    By Guest Enda80, December 25, 2008
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • December 29, 2008

47. Over Contribution to Terminated Participants

    By DP, January 12, 2010
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • January 13, 2010

48. Eligibility for rehired participant

    By Chippy, March 9, 2016
    • 3 replies
    • 2.3k views
    • 
    • Lou S.
    • March 9, 2016

49. 404 excess

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

50. Surviving spouse's options after death of IRA owner

    By Guest Edward McElroy, December 9, 1998
    • 3 replies
    • 1.6k views
    • 
    • Kathy
    • January 8, 1999