Retirement Plans in General

5,781 topics in this forum

1. Controlled Group Question

   By Lou S., July 11, 2008
   • 4 replies
   • 1.5k views
   • 
   • Lou S.
   • July 15, 2008

2. Controlled Group for 415 limits

   By Young Curmudgeon, April 1, 2011
   • 1 reply
   • 1.5k views
   • 
   • QNPG
   • April 1, 2011

3. Annual Addition Limitation

   By Guest glhotdog, November 18, 1998
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • November 24, 1998

4. soc sec calculator (for fun, of course!)

   By Tom Poje, November 17, 2017
   • 10 replies
   • 1.5k views
   • 
   • Mike Preston
   • November 29, 2017

5. What to provide participants as part of a "full annual report&quo

   By jkharvey, May 10, 2000
   • 6 replies
   • 1.5k views
   • 
   • Kirk Maldonado
   • May 16, 2000

6. 2 incomes, k-1 and w2...what to do?

   By Guest carsonv, August 10, 2005
   • 3 replies
   • 1.5k views
   • 
   • Archimage
   • August 11, 2005

7. Corporate transactions

   By Belgarath, May 8, 2018
   • 7 replies
   • 1.5k views
   • 
   • QDROphile
   • May 8, 2018

8. fiduciary bond required??

   By PensionNewbee, April 15, 2003
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • April 16, 2003

9. Is an employer contribution deductible when a financial institution fa

   By Guest Barton Haag, September 20, 2000
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • September 20, 2000

10. When is the contribution actually made?

    By richard, March 15, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 1999

11. Life Insurance Premiums

    By Guest SPOT, July 7, 2004
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • July 9, 2004

12. Top Heavy Calculation with relationship to QDRO

    By stephen, August 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • August 16, 2001

13. Vesting Change

    By dmb, July 30, 2002
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • July 30, 2002

14. Plan without a Sponsor

    By dmb, August 29, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2001

15. Minimum Coverage

    By Guest Star Seeker, October 18, 2001
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 18, 2001

16. Distributions Based on Interim Valuation

    By Susan S., July 7, 2014
    • 4 replies
    • 1.5k views
    • 
    • Susan S.
    • July 8, 2014

17. GUST Filing - Employer maintains another plan

    By Jean, April 19, 2001
    • 1 reply
    • 1.5k views
    • 
    • David MacLennan
    • April 24, 2001

18. Immediate Annuity Quotes

    By Lynn Campbell, May 4, 2005
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • May 5, 2005

19. Franchised corporation exclusion???

    By jaemmons, June 19, 2002
    • 0 replies
    • 1.5k views
    • 
    • jaemmons
    • June 19, 2002

20. Deadline for Adopting DB Plan?

    By Scott, July 6, 2007
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • July 6, 2007

21. Owner's divorce

    By Cynchbeast, February 19, 2013
    • 2 replies
    • 1.5k views
    • 
    • Cynchbeast
    • February 19, 2013

22. proposed rule to decodify many Treasury regulations, including some about retirement plans

    By Peter Gulia, February 14, 2018   

    • rule; regulation
    • 11 replies
    • 1.5k views
    • 
    • shERPA
    • February 16, 2018

23. Disability Distributions-20% withholding

    By JAY21, September 21, 2005
    • 0 replies
    • 1.5k views
    • 
    • JAY21
    • September 21, 2005

24. Early Retirement

    By Guest CAM Cindy, January 21, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2003

25. Copy 1 of Form 1099-R

    By Guest PC, September 18, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 18, 2000

26. Are forfeiture restorations counted as employer contriubtions for any

    By John A, November 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • wmyer
    • November 2, 2001

27. Controlled Group / Different Profit Sharing Allocations

    By beartd, October 8, 2015   

    • Controlled Group
    • Profit Sharing
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • October 8, 2015

28. Plans for Corporate Directors

    By Guest JD Colville, April 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 13, 2000

29. Lost participants

    By Santo Gold, November 23, 2022
    • 10 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 2, 2022

30. FAS106 & Stop Loss Premiums

    By Guest EBW, May 16, 2003
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • May 17, 2003

31. Fidelity Bond

    By thepensionmaven, July 16, 2015
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 17, 2015

32. RMD to surviving spouse that is current employee

    By M_2015, August 28, 2023
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • August 30, 2023

33. Alternative Compensation Definitions

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

34. Updated Section 402(f) Notice

    By Guest Dave Peckham, April 23, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 23, 2008

35. What are plan sponsor's options if intended profit sharing contributio

    By John A, February 22, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 23, 2000

36. Lost participants - any obligation to find them just to provide SAR, S

    By AndyH, October 19, 2000
    • 0 replies
    • 1.5k views
    • 
    • AndyH
    • October 19, 2000

37. ADP and Catch-up

    By JHalligan, November 4, 2022
    • 3 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • November 8, 2022

38. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE, April 4, 2018
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • April 8, 2018

39. what if my company b(company b bought my company a) files for bankrupt

    By Guest nharpist, December 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 30, 2000

40. Change In Pension Plan Calculation

    By Guest slick1, June 8, 2002
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • June 16, 2002

41. Earned Income

    By TBob, February 25, 2011
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • March 25, 2011

42. Self Employed Paired Plan with After-tax Contribution

    By SM, February 16, 2022
    • 5 replies
    • 1.5k views
    • 
    • CuseFan
    • February 17, 2022

43. HCE status determination by attribution

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

44. Special Provisions for New Hire

    By Guest pension222, March 25, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2002

45. Controlled Group

    By dmb, July 23, 2003
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • July 28, 2003

46. Reallcocation of forfeitures to terminated participants

    By Guest clientmgr, October 4, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • October 5, 2004

47. $250K threshhold for owner only plan

    By thepensionmaven, September 10, 2019
    • 14 replies
    • 1.5k views
    • 
    • Belgarath
    • September 12, 2019

48. Defeating ASG and CG rules

    By Oh so SIMPLE, May 21, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 21, 2010

49. Orphan Sole proprietor Plan-What to do?

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

50. Remove life insurance as investment option?

    By Guest boberlander, December 20, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2000