Retirement Plans in General

5,753 topics in this forum

1. Health Insurance of a S corp Shareholder

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

2. Health premiums for sole proprietor

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

3. Health Savings Account - 415 Compensation

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

4. HEART Act

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

5. help

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

6. 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

7. Help with change in plan sponsor entity type.

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

8. Helping Client Choose ERISA Bond Coverage

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

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

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

10. highly compensated determination

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

11. History of Pension Legislation

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

12. Holding of Pension Payments

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

13. Hopskotch during the year

    By Mike Preston, November 13, 2019
    • 10 replies
    • 1k views
    • 
    • Mike Preston
    • November 25, 2019

14. hour of service for on-call time

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

15. Hours attributable to spouse

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

16. 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

17. Hours of Service

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

18. Hours of Service and Severance Pay

    By smm, February 10, 2004
    • 11 replies
    • 5k views
    • 
    • smm
    • February 11, 2004

19. Hours of Service for Eligibility

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

20. 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

21. household employee of business owner

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

22. How about a blanket Amnesty and clean slate?

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

23. 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

24. 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

25. How do deemed earnings figure into 415 limits?

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

26. How do franchises affect retirement plan coverage issues?

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

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

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

28. 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
    • 1.2k views
    • 
    • spiritrider
    • June 1, 2017

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

    By Guest Dash02, October 17, 2014
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • October 18, 2014

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

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

31. 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

32. How do you calculate interest for a 5330?

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

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

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

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

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

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

    By Peter Gulia, January 10, 2023
    • 15 replies
    • 5.2k views
    • 
    • Peter Gulia
    • January 30, 2023

36. 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

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

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

38. 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

39. How do you determine the annual additions limit for paired retirement

    By Guest Joe Vasko, July 19, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 26, 2000

40. How Do You Exclude Employees from Participation?

    By Guest PensionNW, February 25, 2003
    • 15 replies
    • 6.2k views
    • 
    • AndyH
    • February 28, 2003

41. How do you monitor if pension recipients are alive of deceased?

    By Guest JIM Burke, June 1, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 10, 1999

42. How does a government shutdown affect the Internal Revenue Service and you?

    By Peter Gulia, March 1
    • 7 replies
    • 2.8k views
    • 
    • Peter Gulia
    • March 3

43. How does a Plan Administrator comply with a pre-REA domestic relations

    By Guest SCUDDESLER, April 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • April 11, 2001

44. How does a plan define disability if there is no Social Security determination?

    By Peter Gulia, October 3
    • 3 replies
    • 1.3k views
    • 
    • Artie M
    • October 6

45. How does a Profit Sharing Plan with Multiple Contribution Rates Satisf

    By Guest McElroy, June 15, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 15, 2000

46. How does an age nuetral comparability plan work?

    By Guest Geo Kovka, February 15, 1999
    • 3 replies
    • 1.5k views
    • 
    • richard
    • February 21, 1999

47. How Does IRC 404(a)(3) apply in an affiliated service group?

    By J Simmons, July 10, 2008
    • 13 replies
    • 4k views
    • 
    • Guest
    • December 4, 2008

48. How does one decide whether a distribution happened (or didn’t) if neither side has evidence?

    By Peter Gulia, April 24, 2024
    • 4 replies
    • 3.2k views
    • 
    • Belgarath
    • February 26

49. How does one find out the identity of the applicant in a private lette

    By Guest LMalone, March 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2000

50. How does one know whether a partner was employed on the last day of a year?

    By Peter Gulia, August 3, 2018   

    • self-employment
    • 13 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 8, 2018