Retirement Plans in General

5,753 topics in this forum

1. Timing of Deposits for employer with different fye

   By MarZDoates, April 13, 2005
   • 3 replies
   • 1.2k views
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   • mbozek
   • April 20, 2005

2. Does the sale of a division and associated transfer of plan assets and

   By John A, February 28, 2000
   • 3 replies
   • 1.8k views
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   • Dowist
   • March 8, 2000

3. Amend owner out of plan then back in--discrimination?

   By BG5150, March 18, 2022
   • 3 replies
   • 688 views
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   • BG5150
   • March 18, 2022

4. Do new small plan audit rules apply to plans that file a Form 5500-EZ?

   By John A, May 17, 2001
   • 3 replies
   • 1.6k views
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   • Belgarath
   • July 20, 2001

5. Plan Adoption Timing

   By Guest rslagle224, December 8, 2005
   • 3 replies
   • 1.6k views
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   • Guest
   • December 9, 2005

6. Beneficiary Designation

   By Dougsbpc, May 1, 2008
   • 3 replies
   • 1.2k views
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   • Dougsbpc
   • May 1, 2008

7. Controlled group, QSLOB plans and forfeitures

   By DMcGovern, September 13, 2023
   • 3 replies
   • 1.1k views
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   • DMcGovern
   • September 18, 2023

8. leased employees

   By PensionNewbee, July 24, 2003
   • 3 replies
   • 1.4k views
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   • Ron Snyder
   • July 25, 2003

9. IRS User Fees

   By Archimage, February 12, 2002
   • 3 replies
   • 1.9k views
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   • Guest
   • February 13, 2002

10. "Way out there" question re: life insurance in a QP

    By SMB, May 11, 2005
    • 3 replies
    • 1.3k views
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    • Guest
    • May 12, 2005

11. Document requirements when partnership incorporates

    By SMB, February 24, 2000
    • 3 replies
    • 1.4k views
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    • richard
    • March 13, 2000

12. Treatment of Alternate Payee for Top-Heavy Purposes?

    By John A, April 16, 2002
    • 3 replies
    • 2.9k views
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    • Belgarath
    • April 17, 2002

13. Different plans for different employees

    By Guest Neil D, January 23, 2011
    • 3 replies
    • 1.7k views
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    • Guest
    • January 24, 2011

14. Failure to make discretionary profit sharing contribution for non HCE'

    By Guest tcunagin, March 10, 2000
    • 3 replies
    • 1.8k views
    • 
    • Dave Baker
    • March 13, 2000

15. Correction on Missed Deferrals

    By CTCKOH, July 10, 2023
    • 3 replies
    • 830 views
    • 
    • Paul I
    • July 13, 2023

16. User fee waived?

    By R. Butler, July 26, 2002
    • 3 replies
    • 1.3k views
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    • actuarysmith
    • July 26, 2002

17. If a plan had a short plan year 9-1-03 to 12-31-03, what are the requirements/deadlines for making a profit sharing contribution.

    By Guest jhilliard, March 2, 2004
    • 3 replies
    • 973 views
    • 
    • E as in ERISA
    • March 3, 2004

18. Self directed 401k

    By Lori moore, June 26, 2019
    • 3 replies
    • 1k views
    • 
    • Pam Shoup
    • June 26, 2019

19. Not sure RMD year 1099

    By thepensionmaven, March 25
    • 3 replies
    • 2.4k views
    • 
    • Paul I
    • March 26

20. Can an individual elect to cash out his life insurance policy into the

    By John A, March 13, 2001
    • 3 replies
    • 1.4k views
    • 
    • Bill Berke
    • March 19, 2001

21. HCE definition when employers terminate ASG/CG relationship

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

22. vesting

    By Lori H, March 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • Lori H
    • March 30, 2007

23. 2024 Relius Plan Termination Amendment

    By Belgarath, January 19, 2024
    • 3 replies
    • 799 views
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    • Belgarath
    • January 29, 2024

24. Do I need to provide gateway for combo plan?

    By Jakyasar, July 7
    • 3 replies
    • 2.8k views
    • 
    • Jakyasar
    • July 7

25. Which ERISA plans, does the DOL require to be a trust ?

    By Guest ETodd, October 16, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2003

26. What is Compensation?

    By richard, March 16, 1999
    • 3 replies
    • 1.6k views
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    • Guest
    • March 18, 1999

27. Excluded Stock in Controlled Group Determination

    By Guest lforesz, December 17, 2001
    • 3 replies
    • 3.2k views
    • 
    • jaemmons
    • December 20, 2001

28. plan admin qt.

    By Guest mab, November 5, 2002
    • 3 replies
    • 1.3k views
    • 
    • IRC401
    • November 16, 2002

29. 410(b) for controlled group

    By Trekker, August 13, 2012
    • 3 replies
    • 1.7k views
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    • Tom Poje
    • August 13, 2012

30. Plan participant with commingled account balance has personal broker who wants breakdown of the investments in the commingled accounts

    By Guest mpark, December 30, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 30, 2004

31. Amended plan too soon

    By JARichardson, August 18, 2020
    • 3 replies
    • 834 views
    • 
    • JARichardson
    • August 18, 2020

32. Can inherited IRA be rolled into a PS plan?

    By Jakyasar, March 21, 2022
    • 3 replies
    • 838 views
    • 
    • Jakyasar
    • March 21, 2022

33. rollover to IRA while still employed

    By thepensionmaven, November 16, 2006
    • 3 replies
    • 1.6k views
    • 
    • SMB
    • November 18, 2006

34. New comp allocation - no HCE in plan

    By Jean, April 13, 2010
    • 3 replies
    • 987 views
    • 
    • Mike Preston
    • April 14, 2010

35. Is an employee who is receiving severance pay eligible for a contribut

    By stephen, June 12, 2001
    • 3 replies
    • 2.7k views
    • 
    • stephen
    • June 14, 2001

36. Top Heavy Dumb

    By thepensionmaven, June 26, 2019
    • 3 replies
    • 747 views
    • 
    • CuseFan
    • June 27, 2019

37. IRS approval of DC documents

    By Belgarath, August 27, 2019
    • 3 replies
    • 1.3k views
    • 
    • digger
    • December 2, 2019

38. Brother Sister Company and Family Attribution Rules

    By Ananda, February 15, 2023
    • 3 replies
    • 1.5k views
    • 
    • Draper55
    • February 24, 2023

39. Retirement Plan Vendor Requesting Information on All Employees

    By waid10, August 25, 2015
    • 3 replies
    • 911 views
    • 
    • david rigby
    • August 25, 2015

40. Options as Plan Investments????

    By Guest Phil L, March 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 31, 1999

41. forgot to make profit sharing deposit

    By AlbanyConsultant, June 17, 2020
    • 3 replies
    • 1.5k views
    • 
    • Bill Presson
    • June 18, 2020

42. Interesting situation - frozen plan?

    By Belgarath, July 9
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • July 10

43. "Non-trusteed" plan????

    By maverick, February 25, 2002
    • 3 replies
    • 2.2k views
    • 
    • jpod
    • February 25, 2002

44. status of in-service transfer balances when going public

    By Guest kimble46, June 30, 2009
    • 3 replies
    • 1.8k views
    • 
    • rcline46
    • July 1, 2009

45. The "Qualified Business Income" deduction

    By Belgarath, November 15, 2018
    • 3 replies
    • 913 views
    • 
    • Belgarath
    • November 16, 2018

46. Name Change of 401(k) Plan

    By Guest Wondering, March 26, 1999
    • 3 replies
    • 4.8k views
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    • david rigby
    • March 31, 1999

47. Former Spouse as Beneficiary of Life Insurance Policy Held by Plan

    By Christine Roberts, March 14, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • March 20, 2002

48. Maximum Excess Allowance Greater than 5.7%

    By Guest gmag00, September 23, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 24, 2008

49. If the Employer Never Makes Matching Contributions then take them out of the Document

    By KateSmithPA, February 20, 2009
    • 3 replies
    • 950 views
    • 
    • Sully
    • February 20, 2009

50. Can 2 companies who are controlled group maintain separate plan documents?

    By katieinny, November 17, 2009
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • November 17, 2009