Retirement Plans in General

5,753 topics in this forum

1. Partnerships / Controlled Groups

   By BFree, September 26, 2002
   • 1 reply
   • 1.4k views
   • 
   • jaemmons
   • September 27, 2002

2. CG... mon, dad, son, wife

   By K-t-F, September 7, 2006
   • 1 reply
   • 1.4k views
   • 
   • K-t-F
   • September 7, 2006

3. Company X owned by 2 separate S-Corps

   By K-t-F, December 7, 2021
   • 15 replies
   • 1.4k views
   • 
   • K-t-F
   • December 15, 2021

4. 100% Joint and Survivor Pension, beneficiary DOB incorrect

   By LoriLeigh, January 28, 2021
   • 11 replies
   • 1.4k views
   • 
   • FPGuy
   • January 29, 2021

5. adding loans to safe harbor plan - mid year amendment allowed or not

   By cpc0506, February 9, 2016
   • 3 replies
   • 1.4k views
   • 
   • Belgarath
   • December 6, 2017

6. Need for Money Purchase Pension Plans

   By Guest jhannifan, August 1, 2001
   • 3 replies
   • 1.4k views
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   • david rigby
   • August 1, 2001

7. Denied eligibility after a certain age

   By Guest Ben S, December 10, 2001
   • 3 replies
   • 1.4k views
   • 
   • david rigby
   • December 10, 2001

8. fidelity bond provision

   By Guest rhp, January 24, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • January 24, 2001

9. How does a Profit Sharing Plan with Multiple Contribution Rates Satisf

   By Guest McElroy, June 15, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • June 15, 2000

10. Eligibility rules following change to covered status

    By AndyH, June 6, 2006
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • June 6, 2006

11. Last day to amend for 401(a)(31) for a fiscal year plan

    By Guest Enda80, February 12, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 12, 2009

12. D.R.O.P Plans

    By Guest John J, May 21, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 23, 2007

13. Prohibited Transactions

    By Scott, December 2, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 11, 1999

14. valuation of bonds

    By Guest deathbycashcall, June 26, 2006
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • June 27, 2006

15. Oh, Good Grief !

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

16. Trustee Issue

    By Guest light, May 26, 1999
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 27, 1999

17. Placing of Controlled Group HCEs on subsidiaries' payrolls to satisfy

    By Guest McElroy, June 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 12, 2000

18. ERISA Release for Claim Involving Group Health Plan

    By Guest McElroy, June 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 19, 2000

19. NJ and EGTRRA (not perfect together)

    By Guest GG, April 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • April 25, 2002

20. Foreign real property allowable in 1-person plan?

    By David MacLennan, August 10, 2001
    • 0 replies
    • 1.4k views
    • 
    • David MacLennan
    • August 10, 2001

21. Deferred Compensation - Used for contributions or not?

    By ldr, December 10, 2019   

    • compensation
    • deduction
    • (and 1 more)

      Tagged with:

      • compensation
      • deduction
      • contribution
    • 4 replies
    • 1.4k views
    • 
    • ldr
    • December 13, 2019

22. ESOP and 401(k)-and excluded family member

    By Lori Foresz, March 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • Lori Foresz
    • March 14, 2007

23. USERRA and State Law

    By Guest slt, November 7, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2001

24. key ee in 2 cos., $30,000 in 2 MP plan?

    By Earl, November 8, 2000
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • November 8, 2000

25. Is the salary included for 6% limit?

    By Jakyasar, September 23, 2023
    • 11 replies
    • 1.4k views
    • 
    • Bird
    • September 26, 2023

26. Timing of restating a money purchase plan to a ps plan-

    By pbarrett, December 28, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • December 28, 2001

27. 2% shareholder health insurance as wages

    By Guest Ron Sevcik, November 12, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 12, 2009

28. Shared Employees

    By thepensionmaven, August 24, 2014
    • 5 replies
    • 1.4k views
    • 
    • K2retire
    • August 26, 2014

29. Short Plan Year Implications

    By Guest JF, July 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

30. Truth In Lending

    By Guest merlin, October 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Alan Simpson
    • October 8, 2002

31. Vesting Cutback Conundrum

    By Christine Roberts, November 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • November 6, 2001

32. PPA Vesting

    By mming, November 3, 2006
    • 0 replies
    • 1.4k views
    • 
    • mming
    • November 3, 2006

33. 501(c)(3) forms?

    By Santo Gold, May 3, 2011
    • 3 replies
    • 1.4k views
    • 
    • Santo Gold
    • May 5, 2011

34. 2 DC Plans

    By mming, January 22, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • January 22, 2002

35. Secure Act passes House

    By Tom Poje, April 3, 2019
    • 10 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 22, 2019

36. Contributions deposited and not allocated

    By Guest mmc, April 28, 2008
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • April 29, 2008

37. Taking over 2 plans for the same sponsor - are the fees required to provide information warranted?

    By Jakyasar, January 27, 2020
    • 9 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • January 28, 2020

38. Planning Opportunities with Demise of Code Section 415(e)

    By Guest Edward McElroy, November 9, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 9, 1998

39. Ethical Dilemma

    By Below Ground, January 20, 2023
    • 9 replies
    • 1.4k views
    • 
    • Roycal
    • January 23, 2023

40. Foreign national profit sharing balance

    By Guest RS Vatalaro, October 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 29, 1999

41. 2002 profit sharing "pre-funded" during the plan year -- how

    By maverick, January 16, 2003
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 18, 2003

42. PS Allocations & Deductions in Control Group

    By CuseFan, February 12
    • 0 replies
    • 1.4k views
    • 
    • CuseFan
    • February 12

43. Vesting question on controlled group plan being separated into 2 plans

    By Guest nlmc18, November 4, 2004
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • November 5, 2004

44. Fiduciary Duty and Valuation of Stock in a Closely-Held Company

    By Guest Edward McElroy, April 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • April 10, 2002

45. Business Closing

    By Basically, November 3, 2023
    • 5 replies
    • 1.4k views
    • 
    • Paul I
    • November 3, 2023

46. Foreign Affiliate and Compensation

    By Guest friedbrain, March 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 18, 1999

47. New Comparability Plans

    By MarZDoates, May 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • May 30, 2002

48. Rehired EE matter gets complicated by prior document language

    By katieinny, September 30, 2011
    • 5 replies
    • 1.4k views
    • 
    • katieinny
    • October 3, 2011

49. 5.7 and full TWB deemed to pass?

    By betheeg, January 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • betheeg
    • January 10, 2003

50. UBIT or not to UBIT

    By JAY21, August 31, 2004
    • 5 replies
    • 1.4k views
    • 
    • JAY21
    • September 1, 2004