Retirement Plans in General

5,772 topics in this forum

1. HCE and/or ownership determination

   By pmacduff, January 18, 2023
   • 3 replies
   • 1.6k views
   • 
   • FPGuy
   • January 19, 2023

2. HCE deferred in excess of 402g limit - does it affect ABPT testing?

   By Jakyasar, January 23, 2025
   • 1 reply
   • 2.3k views
   • 
   • Paul I
   • January 23, 2025

3. HCE definition when employers terminate ASG/CG relationship

   By Bird, December 8, 2004
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • December 8, 2004

4. HCE determination

   By Jakyasar, February 16, 2022
   • 2 replies
   • 792 views
   • 
   • Bill Presson
   • February 17, 2022

5. HCE Determination and 318 Stock Options

   By Guest rewarmus, March 1, 2001
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • March 1, 2001

6. HCE determination based on indexed salary

   By Jakyasar, June 26, 2020
   • 3 replies
   • 1.2k views
   • 
   • Jakyasar
   • June 28, 2020

7. HCE for 2017?

   By Earl, April 14, 2017
   • 2 replies
   • 899 views
   • 
   • duckthing
   • April 14, 2017

8. HCE related question

   By Jakyasar, March 10, 2024
   • 2 replies
   • 688 views
   • 
   • Jakyasar
   • March 10, 2024

9. HCE status determination by attribution

   By Jakyasar, December 15, 2021
   • 9 replies
   • 1.5k views
   • 
   • Luke Bailey
   • December 21, 2021

10. HCE waiver

    By Santo Gold, January 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • January 31, 2006

11. HCE's want to opt out of forfeiture reallocation

    By R. Butler, June 5, 2013
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • June 5, 2013

12. HCEs in First Year of Employer

    By dmb, June 10, 2010
    • 5 replies
    • 1.3k views
    • 
    • dmb
    • June 14, 2010

13. Health Insurance of a S corp Shareholder

    By caryn22359, December 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • caryn22359
    • December 12, 2011

14. Health premiums for sole proprietor

    By ombskid, October 6, 2010
    • 1 reply
    • 829 views
    • 
    • masteff
    • October 7, 2010

15. Health Savings Account - 415 Compensation

    By ErisaGooroo, June 26, 2017
    • 0 replies
    • 668 views
    • 
    • ErisaGooroo
    • June 26, 2017

16. HEART Act

    By Belgarath, January 6, 2010
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • January 6, 2010

17. help

    By Guest oleg, April 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 8, 2002

18. Help to clarify break in service rules

    By jkharvey, August 5, 2002
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 6, 2002

19. Help with change in plan sponsor entity type.

    By jkharvey, March 21, 2001
    • 1 reply
    • 1.7k views
    • 
    • David MacLennan
    • March 25, 2001

20. Helping Client Choose ERISA Bond Coverage

    By Basically, July 10, 2023
    • 6 replies
    • 1.1k views
    • 
    • Basically
    • July 17, 2023

21. Highlight of Western Pension & Benefits , ASPA conference.

    By jevd, September 15, 2004
    • 0 replies
    • 1.2k views
    • 
    • jevd
    • September 15, 2004

22. highly compensated determination

    By Guest lip, April 9, 2008
    • 1 reply
    • 995 views
    • 
    • Mike Preston
    • April 9, 2008

23. History of Pension Legislation

    By SMB, July 10, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • July 11, 2008

24. Holding of Pension Payments

    By Guest dkl2214, October 27, 2011
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2011

25. Hopskotch during the year

    By Mike Preston, November 13, 2019
    • 10 replies
    • 1.1k views
    • 
    • Mike Preston
    • November 25, 2019

26. hour of service for on-call time

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

27. Hours attributable to spouse

    By Cynchbeast, September 10, 2017
    • 3 replies
    • 853 views
    • 
    • Bird
    • September 11, 2017

28. Hours for "other than performance of duties" counted for all

    By Alonzo, March 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 28, 2000

29. Hours of Service

    By nancy, October 30, 2006
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • October 30, 2006

30. Hours of Service and Severance Pay

    By smm, February 10, 2004
    • 11 replies
    • 5.1k views
    • 
    • smm
    • February 11, 2004

31. Hours of Service for Eligibility

    By mming, February 17, 2006
    • 0 replies
    • 1.3k views
    • 
    • mming
    • February 17, 2006

32. hours requirement for contribution in a less than 12 month period

    By Santo Gold, May 31, 2007
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • June 1, 2007

33. household employee of business owner

    By J Simmons, August 13, 2019
    • 3 replies
    • 1.9k views
    • 
    • J Simmons
    • August 13, 2019

34. How about a blanket Amnesty and clean slate?

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

35. How are 401k plans handled when other companies are acquired?

    By Guest Louis Gray, February 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Lorraine Dorsa
    • February 21, 2000

36. How are years of service prior to age 18 disregarded?

    By John A, November 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • John A
    • November 9, 1999

37. How do deemed earnings figure into 415 limits?

    By Guest Enda80, January 10, 2009
    • 3 replies
    • 949 views
    • 
    • david rigby
    • January 10, 2009

38. How do franchises affect retirement plan coverage issues?

    By Guest Enda80, June 2, 2008
    • 2 replies
    • 1.1k views
    • 
    • Lori Friedman
    • June 2, 2008

39. How do I apply IRC 411(a)(11)(A) for MEPs

    By Purplemandinga, May 2, 2021
    • 1 reply
    • 534 views
    • 
    • C. B. Zeller
    • May 3, 2021

40. How do I know if SEP IRA is 5305

    By epinaustin, May 31, 2017   

    • 5305
    • sep ira
    • (and 1 more)

      Tagged with:

      • 5305
      • sep ira
      • solo 401 k
    • 1 reply
    • 1.3k views
    • 
    • spiritrider
    • June 1, 2017

41. How Do We Distinguish an (Early) Retirement From a Termination?

    By Guest Dash02, October 17, 2014
    • 3 replies
    • 2.5k views
    • 
    • david rigby
    • October 18, 2014

42. How do you anticipate the bailout affecting retirement plans?

    By Guest Enda80, October 18, 2008
    • 8 replies
    • 1.3k views
    • 
    • jpod
    • October 21, 2008

43. How do you calculate Compensaiton for the Doctors in the following scenario?

    By stephen, September 1, 2004
    • 1 reply
    • 1k views
    • 
    • alanm
    • September 1, 2004

44. How do you calculate interest for a 5330?

    By Guest Enda80, May 1, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 1, 2008

45. How do you calculate MPA (maximum payable amount)?

    By Guest Enda80, July 25, 2008
    • 0 replies
    • 993 views
    • 
    • Guest
    • July 25, 2008

46. How do you calculating annual additions while merging plans?

    By stephen, January 22, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 23, 2002

47. How do you check whether a beneficiary designation is real or a forgery?

    By Peter Gulia, January 10, 2023
    • 15 replies
    • 5.4k views
    • 
    • Peter Gulia
    • January 30, 2023

48. How do you convert a cash balance plan lump sum to an annuity commencing before normal retirement age.

    By Guest jbruggemanjb, October 21, 2005
    • 1 reply
    • 3.6k views
    • 
    • Effen
    • October 21, 2005

49. How do you correct filing duplicate 1099-Rs?

    By John A, March 31, 2000
    • 2 replies
    • 2.3k views
    • 
    • John A
    • April 11, 2000

50. How do you decide which topics to omit from a plan-design discussion?

    By Peter Gulia, April 12, 2018   

    • plan design; adoption agreement
    • 17 replies
    • 1.1k views
    • 
    • Bird
    • April 17, 2018