Retirement Plans in General

5,781 topics in this forum

1. Controlled Group

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

2. Coping with FAS 106

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

3. Surrender Charge Reimbursement

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

4. California incorporation conversion

   By pgold, August 22, 2019   

   • plan amendments?
   • 3 replies
   • 1.1k views
   • 
   • pgold
   • August 23, 2019

5. Small Controlled Group with PSP/DB plan

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

6. Location Of IRS Notices

   By Chester, February 26, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • March 4, 1999

7. Orphan Plan?

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

8. 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

9. insurance issues

   By thepensionmaven, September 26, 2017   

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

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

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

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

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

12. In-Plan Roth Conversion of Employer SH Match

    By 401kSteve, February 13, 2023
    • 3 replies
    • 2.4k views
    • 
    • Lou S.
    • February 15, 2023

13. E-File authorizations for DFVC filings

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

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

    By Lynn Campbell, November 7, 2000
    • 3 replies
    • 25.6k views
    • 
    • Guest
    • May 13, 2009

15. Timing of Deposits for employer with different fye

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

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

    By John A, February 28, 2000
    • 3 replies
    • 1.9k views
    • 
    • Dowist
    • March 8, 2000

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

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

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

    By John A, May 17, 2001
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • July 20, 2001

19. Plan Adoption Timing

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

20. Beneficiary Designation

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

21. Controlled group, QSLOB plans and forfeitures

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

22. leased employees

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

23. IRS User Fees

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

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

    By SMB, May 11, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 12, 2005

25. Document requirements when partnership incorporates

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

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

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

27. Different plans for different employees

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

28. 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

29. Correction on Missed Deferrals

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

30. User fee waived?

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

31. 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
    • 991 views
    • 
    • E as in ERISA
    • March 3, 2004

32. Self directed 401k

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

33. Not sure RMD year 1099

    By thepensionmaven, March 25, 2025
    • 3 replies
    • 2.4k views
    • 
    • Paul I
    • March 26, 2025

34. 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

35. HCE definition when employers terminate ASG/CG relationship

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

36. vesting

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

37. 2024 Relius Plan Termination Amendment

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

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

    By Jakyasar, July 7, 2025
    • 3 replies
    • 2.9k views
    • 
    • Jakyasar
    • July 7, 2025

39. 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

40. What is Compensation?

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

41. Excluded Stock in Controlled Group Determination

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

42. plan admin qt.

    By Guest mab, November 5, 2002
    • 3 replies
    • 1.4k views
    • 
    • IRC401
    • November 16, 2002

43. 410(b) for controlled group

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

44. 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

45. Amended plan too soon

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

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

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

47. rollover to IRA while still employed

    By thepensionmaven, November 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • SMB
    • November 18, 2006

48. New comp allocation - no HCE in plan

    By Jean, April 13, 2010
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • April 14, 2010

49. 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

50. Top Heavy Dumb

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