Retirement Plans in General

5,753 topics in this forum

1. Late year amendment and vesting

   By MoShawn, May 11, 2011
   • 3 replies
   • 946 views
   • 
   • Guest
   • May 11, 2011

2. Newly Key - as of exactly when? and a death question

   By ldr, June 12, 2018   

   • key
   • top heavy
   • (and 2 more)

     Tagged with:

     • key
     • top heavy
     • officer
     • death
   • 3 replies
   • 586 views
   • 
   • ldr
   • June 12, 2018

3. Rollover from Governmental TSP

   By Belgarath, April 28, 2020
   • 3 replies
   • 1k views
   • 
   • Logan401
   • October 21, 2020

4. Follow-up to Erroneous 8955-SSA Penalties

   By ESOPMomma, November 16, 2023
   • 3 replies
   • 757 views
   • 
   • Lois Baker
   • November 16, 2023

5. Top Heavy to participants excluded from PS ?

   By Cynchbeast, February 4, 2016
   • 3 replies
   • 783 views
   • 
   • BG5150
   • February 4, 2016

6. VFCP - excise tax on ERISA 406(b)(2) transaction

   By TaxLawyer1978, September 26, 2018
   • 3 replies
   • 880 views
   • 
   • Luke Bailey
   • September 28, 2018

7. Are late deposits of deferrals considered an operational error?

   By BG5150, September 20, 2021
   • 3 replies
   • 1.4k views
   • 
   • D.J. Simonetti
   • September 21, 2021

8. Prohibited Transaction Question

   By Archimage, March 25, 2005
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • April 1, 2005

9. If a company's retirement plan only has one participant, but has other non-participant employees, does it still need a bond for its retirement plan?

   By Guest Enda80, August 27, 2008
   • 3 replies
   • 1k views
   • 
   • Guest
   • August 30, 2008

10. Missed RMD for 2018

    By Cynchbeast, January 15, 2019
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • January 16, 2019

11. "Sunset Clause"

    By Guest gkaley, July 5, 2001
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • July 5, 2001

12. plans subject to QJSA

    By Guest sritts, April 2, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • April 5, 2004

13. Maintaining Life Insurance for Terminated Participants

    By LANDO, December 21, 2022
    • 3 replies
    • 925 views
    • 
    • Bill Presson
    • December 27, 2022

14. Impact of working after retirement on public pension systems

    By Guest PSRSGirl, March 3, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2004

15. Compliance check not responded to

    By SSRRS, March 28
    • 3 replies
    • 2.5k views
    • 
    • Paul I
    • March 28

16. Full vesting for spinoff plan participants?

    By Guest Susan Keys, March 20, 2000
    • 3 replies
    • 3.4k views
    • 
    • John A
    • November 9, 2000

17. PPA effective date

    By Cynchbeast, August 7, 2014
    • 3 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • August 8, 2014

18. 70 1/2 and RMD orgination presentation

    By jmartin, August 26, 2015
    • 3 replies
    • 908 views
    • 
    • mbozek
    • August 28, 2015

19. Defined Contribution Plan

    By Eric Hanford, May 11, 2024
    • 3 replies
    • 823 views
    • 
    • Luke Bailey
    • May 14, 2024

20. Definition of NRA

    By david rigby, May 8, 2002
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • March 22, 2003

21. Affiliated Service Group

    By Dougsbpc, August 8, 2018
    • 3 replies
    • 541 views
    • 
    • Belgarath
    • August 10, 2018

22. Deemed IRAs; Required Trustee

    By Guest RSNOW, December 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • jstorch
    • May 10, 2004

23. Mandatory Employee Contributions

    By Guest long, July 8, 2004
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • July 9, 2004

24. Allocating Employer Contributions

    By Guest Grumpy455, April 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • April 15, 2005

25. DOL Advisory Opinion 2006-03A

    By Jim Norman, March 29, 2006
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • March 30, 2006

26. File under DFVCP without the required audit attached?

    By Janice F, November 16, 2021
    • 3 replies
    • 1.5k views
    • 
    • WCC
    • November 17, 2021

27. Simple & 401(k) for same year?

    By Basically, July 16
    • 3 replies
    • 2.6k views
    • 
    • Artie M
    • July 18

28. Plan audit information

    By rcline46, December 20, 2006
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • December 20, 2006

29. SS-4

    By Archimage, May 24, 2006
    • 3 replies
    • 1.6k views
    • 
    • wsp
    • June 17, 2006

30. affiliated service/controlled group

    By thepensionmaven, November 16, 2017
    • 3 replies
    • 515 views
    • 
    • Mike Preston
    • November 16, 2017

31. 404(a) Deduction in Single Employer Plan

    By Dougsbpc, March 23, 2022
    • 3 replies
    • 838 views
    • 
    • Dougsbpc
    • March 30, 2022

32. company in bankruptcy, plan administration assumed by PBGC, who files the final IRS Form 990?

    By erisageek1978, March 31
    • 3 replies
    • 2.4k views
    • 
    • Peter Gulia
    • April 1

33. Okay to make a profit sharing contribution of 4% for first 6 months an

    By John A, February 22, 2001
    • 3 replies
    • 1.5k views
    • 
    • John A
    • February 23, 2001

34. Document correction

    By Cynchbeast, August 14, 2017
    • 3 replies
    • 1.5k views
    • 
    • Luke Bailey
    • August 15, 2017

35. coverage testing with union employees

    By Guest terric, March 28, 2005
    • 3 replies
    • 3k views
    • 
    • AndyH
    • March 30, 2005

36. Minimum Coverage

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

37. After-tax contribution limitations

    By Guest Suanne, September 27, 2006
    • 3 replies
    • 1.7k views
    • 
    • FormsRstillmylife
    • September 27, 2006

38. The definition of plan compensation.

    By Lori H, January 15, 2015
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • January 16, 2015

39. Required minimum distribution

    By Rob, September 22, 2021
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • September 22, 2021

40. top heavy minimum

    By Guest rhp, July 29, 2002
    • 3 replies
    • 1.3k views
    • 
    • actuarysmith
    • July 30, 2002

41. Allowing Participants to Choose between Defined Benefit and Defined Contribution

    By tsrl01, August 27, 2015
    • 3 replies
    • 884 views
    • 
    • david rigby
    • August 27, 2015

42. Plans for Corporate Directors

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

43. Witholding 20% on "small" lump sum distribution.

    By Moe Howard, November 6, 2002
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 7, 2002

44. vesting question

    By puzzledbypensions, July 26, 2016
    • 3 replies
    • 784 views
    • 
    • ESOP Guy
    • July 26, 2016

45. Top Heavy Minimums and Excluded Classes of Employees

    By mwyatt, April 21, 1999
    • 3 replies
    • 2.9k views
    • 
    • mwyatt
    • December 20, 2001

46. 403(a) Plan Document

    By Guest Statler, February 23, 2009
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

47. Paperless office

    By eilano, April 20, 2000
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 20, 2000

48. Fiduciary liability when providing investment advice

    By Guest Tina Elders, April 19, 2000
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • April 20, 2000

49. What is the gross salary to be use for pension purposes?

    By Jakyasar, January 22, 2022
    • 3 replies
    • 1.3k views
    • 
    • Bri
    • February 4, 2022

50. wrong ein used

    By abanky, October 1, 2007
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • October 3, 2007