Retirement Plans in General

5,753 topics in this forum

1. Am I a key employee?

   By Jakyasar, September 8, 2021
   • 3 replies
   • 999 views
   • 
   • Jakyasar
   • September 8, 2021

2. Keeping fiduciary insurance policy (because of QRP) after selling or closing a business

   By AJC, July 28, 2022
   • 3 replies
   • 767 views
   • 
   • RatherBeGolfing
   • July 28, 2022

3. Has the time come for a federally-funded pension policy agency that ad

   By Dave Baker, July 18, 2000
   • 3 replies
   • 2.1k views
   • 
   • david rigby
   • July 19, 2000

4. Comp Limit and Continued Benefits

   By Guest Retirement4Life, August 21, 2009
   • 3 replies
   • 1.2k views
   • 
   • Bird
   • August 22, 2009

5. Attribution/Controlled Group Clarification

   By Lucky32, February 7, 2023
   • 3 replies
   • 1.2k views
   • 
   • Lucky32
   • February 9, 2023

6. News Analysis -- Pension Reform: Making a Bad Situation Worse?

   By Dave Baker, September 7, 2000
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • September 8, 2000

7. Top-Heavy

   By Guest ChopperPilot, April 9, 2003
   • 3 replies
   • 1k views
   • 
   • Mike Preston
   • April 9, 2003

8. Reimbursement of Plan Sponsor by Plan for Plan Expenses

   By Guest SCUDDESLER, January 6, 2004
   • 3 replies
   • 8.2k views
   • 
   • Guest
   • January 6, 2004

9. Death, RMD & unresponsive beneficiary

   By SusanKD, November 25, 2019
   • 3 replies
   • 974 views
   • 
   • Lou S.
   • November 25, 2019

10. Links to Prior Years' Form 5500, Schedules and Instructions

    By Dave Baker, January 5, 2017   

    • 5500
    • 3 replies
    • 853 views
    • 
    • Lois Baker
    • January 8, 2017

11. Proposed Conditions for Small Pension Plans to Continue to Avoid Annua

    By Dave Baker, December 1, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 4, 1999

12. vesting in a PS only plan

    By Santo Gold, August 20, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2008

13. Prohibited Transaction?

    By Randy Watson, December 10, 2012
    • 3 replies
    • 1k views
    • 
    • jpod
    • December 11, 2012

14. Amended vesting schedule affect on terminated employees

    By Guest jsample, June 3, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 6, 2005

15. legal separation..spousal consent

    By Draper55, November 25, 2015
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • December 1, 2015

16. EIN for trust

    By Cynchbeast, September 17, 2018
    • 3 replies
    • 467 views
    • 
    • Larry Starr
    • September 19, 2018

17. Remedial Amendment Cycles

    By david rigby, January 12, 2007
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • January 12, 2007

18. Alternative Compensation Definitions

    By Tom Poje, January 26, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 2, 1999

19. Plan Document availability

    By Guest wlank, December 22, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 30, 2007

20. Plan "Contribution"?

    By J Simmons, December 4, 2008
    • 3 replies
    • 1.1k views
    • 
    • J Simmons
    • December 4, 2008

21. Contribution exceeds 404 limit

    By Guest malcpa, February 28, 2014
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 3, 2014

22. Distribution Notices

    By Guest Boilerburm1, February 8, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • February 9, 2007

23. Compensation: 401(a)(17) and 415

    By imchipbrown, April 1, 2009
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 2, 2009

24. Nondiscrimination testing

    By Guest MJ1, February 21, 2011
    • 3 replies
    • 1.6k views
    • 
    • PensionPro
    • February 21, 2011

25. Acquisitions and Testing

    By AndyH, July 30, 2018
    • 3 replies
    • 963 views
    • 
    • Kevin C
    • August 3, 2018

26. Abandoned Plan Distribution Rules

    By Guest mmacer, January 23, 2002
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 7, 2002

27. 2 Plans - 1 Document?

    By Guest PORTE, November 4, 2002
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • November 5, 2002

28. surviving spouse

    By Guest KLCarter, January 12, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • January 12, 2007

29. Service crediting in successor plans - 1.411(a)-5(b)(3)(v)

    By katiejoseph, November 10, 2016
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • November 16, 2016

30. PS plan allocation/deduction issues

    By Jakyasar, October 1, 2020
    • 3 replies
    • 757 views
    • 
    • Jakyasar
    • October 5, 2020

31. Annual additions crediting?

    By jaemmons, November 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • pmacduff
    • November 12, 2004

32. Another Plan Expense Issue

    By Guest djsimonetti, February 6, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 8, 1999

33. Davis Bacon Profit Sharing Plans

    By Guest gaham, February 2, 1999
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • February 8, 1999

34. Hurricane Irma - Outside Florida

    By Gruegen, September 21, 2017
    • 3 replies
    • 597 views
    • 
    • RatherBeGolfing
    • September 22, 2017

35. RMD related

    By Jakyasar, November 7
    • 3 replies
    • 437 views
    • 
    • Jakyasar
    • November 13

36. Withdrawn Regulations

    By smm, July 24, 2002
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 25, 2002

37. Corp deduction on 2002 contribution

    By imchipbrown, August 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • September 2, 2003

38. Voluntary employee contributions something of a misnomer

    By Guest Enda80, August 21, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • August 21, 2008

39. Normal Retirement Age and full vesting

    By Guest RACHELP, January 3, 2006
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 4, 2006

40. plan year not equal to fiscal year

    By Santo Gold, May 24, 2007
    • 3 replies
    • 1.3k views
    • 
    • J Simmons
    • May 24, 2007

41. Class Action Settlement

    By Guest NPS Darren, April 29, 2008
    • 3 replies
    • 1.8k views
    • 
    • PLAN MAN
    • April 30, 2008

42. Combo testing for plans with different nra

    By Tedterrific, December 3, 2020   

    • testing questions
    • 3 replies
    • 1.3k views
    • 
    • CuseFan
    • December 4, 2020

43. Unsure of Controlled Group Status

    By mming, June 27, 2006
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • June 27, 2006

44. A non profit can sponsor a Profit Sharing Plan.....

    By Lori H, November 19, 2010
    • 3 replies
    • 4k views
    • 
    • Lori H
    • November 19, 2010

45. Illegal Alien with false identification in profit sharing plan

    By UtahCPA-APA, January 16, 2012
    • 3 replies
    • 7.2k views
    • 
    • Guest
    • February 22, 2013

46. Law firm and accounting firm controlled -- cannot have same plan?

    By SheilaD, January 11, 2014   

    • controlled group
    • lawfirm
    • (and 1 more)

      Tagged with:

      • controlled group
      • lawfirm
      • non-law firm
    • 3 replies
    • 1.5k views
    • 
    • SheilaD
    • January 13, 2014

47. Family Attribution - Controlled Group

    By dottie, November 3, 2017
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • November 7, 2017

48. Standardized and Non-Standardized Prototype Documents

    By Guest RS Vatalaro, February 12, 1999
    • 3 replies
    • 1.9k views
    • 
    • Alan Simpson
    • February 15, 1999

49. breaks in service, forfeitures and years of service

    By eilano, April 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • eilano
    • April 22, 2004

50. Coverage Testing - Three Year Testing Cycle

    By buckaroo, May 28, 2008
    • 3 replies
    • 1.9k views
    • 
    • JanetM
    • June 6, 2008