Retirement Plans in General

5,753 topics in this forum

1. Is the DoL ok with self-directed brokerage accounts?

   By BG5150, August 19, 2013
   • 3 replies
   • 1.9k views
   • 
   • MoJo
   • August 20, 2013

2. Cash or Deferred Profit Sharing

   By Chippy, December 2, 2015
   • 3 replies
   • 1.3k views
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   • QDROphile
   • December 2, 2015

3. Determining Plan Eligibility with Multiple Periods of Service

   By AJC, March 14, 2020
   • 3 replies
   • 923 views
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   • AJC
   • March 24, 2020

4. Fixing Too Low of an NRA, at this late date

   By Oh so SIMPLE, March 17, 2011
   • 3 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • March 18, 2011

5. 404(c) Risk in Recommending Annuity Provider?

   By Guest Kathleen Toth, February 5, 1999
   • 3 replies
   • 1.3k views
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   • Guest
   • February 18, 1999

6. Prohibited transaction 2?

   By k man, November 29, 2000
   • 3 replies
   • 1.4k views
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   • KJohnson
   • December 7, 2000

7. 1099-Rs not filed

   By Cynchbeast, March 12, 2009
   • 3 replies
   • 1.2k views
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   • Appleby
   • March 14, 2009

8. How does an age nuetral comparability plan work?

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

9. Real Estate Professional

   By amcorson, December 4, 2008
   • 3 replies
   • 1.2k views
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   • jpod
   • December 5, 2008

10. Prohibited Transaction/ERISA Violation?

    By lkpittman, November 27, 2001
    • 3 replies
    • 1.8k views
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    • lkpittman
    • November 28, 2001

11. What documentation is required to amend Money Purchase to Profit Shari

    By Lynn Campbell, February 11, 2002
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • February 13, 2002

12. When Is A Business Entity Formally Recognized For Plan Purposes?

    By mming, June 21, 2019
    • 3 replies
    • 936 views
    • 
    • RatherBeGolfing
    • June 25, 2019

13. $100,000 Annual Limitation on ISOs under Code Section 422(d)

    By Guest Edward McElroy, February 8, 1999
    • 3 replies
    • 3.2k views
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    • Guest
    • February 22, 1999

14. Oh, Good Grief !

    By Andy the Actuary, June 8, 2011
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 10, 2011

15. Do you file VFCP after getting the letter

    By BG5150, October 9, 2019
    • 3 replies
    • 1.2k views
    • 
    • erisageek86
    • October 9, 2019

16. Spousal Consent to name a different beneficiary.

    By katieinny, December 11, 2002
    • 3 replies
    • 2k views
    • 
    • RTK
    • December 11, 2002

17. Sole prop and self employed health insurance deduction

    By Belgarath, March 18, 2011
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • March 22, 2011

18. Different eligibility requirements for different classes of employees

    By AKconsult, March 30, 2012
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 30, 2012

19. 415 Suspense Account / Rev. Rul. 2001-51

    By Guest lawkid, August 15, 2002
    • 3 replies
    • 5.7k views
    • 
    • Mike Preston
    • August 16, 2002

20. Assignment of Death Benefits

    By Dougsbpc, August 25, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 25, 2008

21. Vesting Amendment

    By Oh so SIMPLE, April 8, 2010
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 13, 2010

22. Name Change

    By SMB, August 30, 2006
    • 3 replies
    • 1.8k views
    • 
    • RTK
    • August 30, 2006

23. 945 withholding

    By thepensionmaven, February 11, 2023
    • 3 replies
    • 1k views
    • 
    • pmacduff
    • February 14, 2023

24. Plan administrator sent me my first annual 409A plan distribution a year too early

    By RayJJohnsonJr, April 21, 2023
    • 3 replies
    • 545 views
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    • RayJJohnsonJr
    • May 2, 2023

25. Can a canadian company establish a US retirement plan?

    By Guest skim3011, January 24, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 25, 2002

26. Loan info

    By Guest DazedAndConfused, June 26, 2007
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • June 27, 2007

27. LLC/Employee issue in PS Plan

    By dmb, August 8, 2012
    • 3 replies
    • 885 views
    • 
    • rcline46
    • August 9, 2012

28. Definition of "employer" in 4975(e)(2)(C)

    By shERPA, January 6, 2015   

    • Does 414 aggregation apply?
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • January 6, 2015

29. Demutualization

    By Guest wwest, January 28, 2000
    • 3 replies
    • 1.7k views
    • 
    • JWK
    • February 14, 2000

30. IDA relief for audit?

    By SSRRS, September 15, 2021
    • 3 replies
    • 682 views
    • 
    • SSRRS
    • September 17, 2021

31. Break in Service

    By Basically, September 13, 2023
    • 3 replies
    • 2.4k views
    • 
    • Basically
    • September 13, 2023

32. Money Purchase Plan

    By doombuggy, February 13, 2004
    • 3 replies
    • 1.1k views
    • 
    • doombuggy
    • February 23, 2004

33. Controlled Group

    By Blinky the 3-eyed Fish, February 4, 2008
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • February 5, 2008

34. Partnership suffered loss; what is comp for partner/employee

    By Trekker, October 16, 2009
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • October 17, 2009

35. Early Participation Rule

    By RDY2RTR, October 22, 2010
    • 3 replies
    • 2.8k views
    • 
    • PensionPro
    • October 22, 2010

36. 1099's for PS 58 Costs

    By Guest bmij, December 7, 2011
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • December 9, 2011

37. Controlled Group

    By Guest kam, September 7, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 11, 2002

38. Coping with FAS 106

    By Guest Noelle, December 7, 2004
    • 3 replies
    • 1.1k views
    • 
    • GBurns
    • December 8, 2004

39. Surrender Charge Reimbursement

    By Guest Rider, March 11, 2010
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 12, 2010

40. California incorporation conversion

    By pgold, August 22, 2019   

    • plan amendments?
    • 3 replies
    • 1k views
    • 
    • pgold
    • August 23, 2019

41. Small Controlled Group with PSP/DB plan

    By Lori H, April 17, 2017
    • 3 replies
    • 819 views
    • 
    • Lori H
    • April 19, 2017

42. Location Of IRS Notices

    By Chester, February 26, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 4, 1999

43. Orphan Plan?

    By Guest AFRICA6796, November 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • Erik Read
    • December 10, 2001

44. 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

45. insurance issues

    By thepensionmaven, September 26, 2017   

    • pension issues with insurance agent/investment guy
    • 3 replies
    • 491 views
    • 
    • Mike Preston
    • September 26, 2017

46. Is this a benefit, right or feature that must be tested for discrimina

    By jkharvey, May 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • actuarysmith
    • May 29, 2002

47. What's needed to document a change in plan trustee?

    By betheeg, January 31, 2003
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 2003

48. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve, February 13, 2023
    • 3 replies
    • 2.1k views
    • 
    • Lou S.
    • February 15, 2023

49. E-File authorizations for DFVC filings

    By Cynchbeast, July 9, 2023
    • 3 replies
    • 591 views
    • 
    • Paul I
    • July 12, 2023

50. How to get a copy of a Determination Letter from the IRS

    By Lynn Campbell, November 7, 2000
    • 3 replies
    • 25.4k views
    • 
    • Guest
    • May 13, 2009