Retirement Plans in General

5,781 topics in this forum

1. After-tax contribution limitations

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

2. The definition of plan compensation.

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

3. Required minimum distribution

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

4. top heavy minimum

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

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

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

6. Plans for Corporate Directors

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

7. 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

8. vesting question

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

9. Top Heavy Minimums and Excluded Classes of Employees

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

10. 403(a) Plan Document

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

11. Paperless office

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

12. Fiduciary liability when providing investment advice

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

13. 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

14. wrong ein used

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

15. Integrated profit sharing contribution - lRM language

    By buckaroo, June 30, 2015
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • July 8, 2015

16. To be or not to be a Controlled Group

    By RatherBeGolfing, January 18, 2017
    • 3 replies
    • 460 views
    • 
    • RatherBeGolfing
    • January 18, 2017

17. Joint operating Company 403b

    By bmore1147, March 6, 2018   

    • 403b
    • 3 replies
    • 781 views
    • 
    • Patricia Neal Jensen
    • March 14, 2018

18. Qualified replacement plan related (QRP)

    By Jakyasar, August 1, 2025
    • 3 replies
    • 2.9k views
    • 
    • Jakyasar
    • August 1, 2025

19. Document Retention

    By Randy Watson, August 31, 2007
    • 3 replies
    • 2.6k views
    • 
    • jpod
    • September 25, 2007

20. Blaze SSI Proposal System

    By Tinman, October 21, 2009
    • 3 replies
    • 3.3k views
    • 
    • Bill Presson
    • November 4, 2010

21. 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

22. Incorrect SH match paid in terminating plan

    By Cynchbeast, March 25, 2020
    • 3 replies
    • 751 views
    • 
    • Larry Starr
    • March 25, 2020

23. Life Insurance - Question

    By caryn22359, November 29, 2016
    • 3 replies
    • 1.7k views
    • 
    • XTitan
    • December 1, 2016

24. coverage testing for a closed db pension plan - several questions

    By Guest GaryGaryGary, June 4, 2008
    • 3 replies
    • 2.1k views
    • 
    • ak2ary
    • June 7, 2008

25. Plan Term - New plan - successor issue?

    By jmartin, May 30, 2013
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • May 30, 2013

26. PEO's

    By Belgarath, November 8, 2001
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • November 13, 2001

27. Distribution as a contribution

    By Sully, March 15, 2002
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • March 15, 2002

28. Reasonable Classification and 410(b)

    By AndyH, May 9, 2002
    • 3 replies
    • 1.7k views
    • 
    • AndyH
    • May 13, 2002

29. Self-Correction Program

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2008

30. Qualified Plans Losing Ground to Annuities ?

    By JAY21, November 19, 2004
    • 3 replies
    • 1k views
    • 
    • JAY21
    • November 19, 2004

31. OJSA

    By Guest bobolink, May 14, 2010
    • 3 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

32. leased employees and compensation

    By M Norton, October 2, 2018   

    • leased
    • compensation
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • October 3, 2018

33. Use of Fractional Year

    By chris, May 5, 2000
    • 3 replies
    • 1.5k views
    • 
    • Bill Berke
    • May 8, 2000

34. Are Trust EIN's required?

    By Lori H, March 8, 2017   

    • one person db start up
    • 3 replies
    • 961 views
    • 
    • shERPA
    • March 8, 2017

35. 410(b)(6)(C) Transition Rule - Required in Plan Document?

    By KJ2, June 21, 2017
    • 3 replies
    • 1.9k views
    • 
    • KJ2
    • June 23, 2017

36. Locating Missing or Deceased Participants of a Plan - Locator Services

    By DMincevich, July 24, 2023
    • 3 replies
    • 1.4k views
    • 
    • Pam Shoup
    • July 26, 2023

37. Money Purchase Merger with Profit Sharing Plan

    By Guest KMP, March 19, 2004
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 22, 2004

38. Top-Heavy Minimums, how does that affect allocations calculations?

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 6, 2008

39. Plan year different from Tax Year of Corporation - Help !

    By Guest rffahey, June 16, 2004
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 17, 2004

40. DOL Notice of Rejection of the Form 5500

    By bevfair, August 13, 2014
    • 3 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • August 13, 2014

41. Merge Qual Replacement plan into new DB

    By shERPA, July 28, 2016
    • 3 replies
    • 811 views
    • 
    • shERPA
    • July 28, 2016

42. Prototype documents

    By Guest TortoraG, March 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • kboyce
    • May 10, 1999

43. Vesting in Combo DB/DC

    By Doghouse, November 2, 2011
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 3, 2011

44. Coverage Testing/Top Heavy Testing

    By Guest cherylb01, December 3, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • December 3, 2013

45. Can a plan sponsor terminate a source of the plan?

    By pensiongeek, February 5, 2021
    • 3 replies
    • 1k views
    • 
    • EBECatty
    • February 5, 2021

46. Master Trust vs. Comingled Trust

    By TPATC, July 27, 2001
    • 3 replies
    • 5.2k views
    • 
    • Guest
    • August 11, 2001

47. 415 excesses--why deferrals first?

    By BG5150, April 10, 2012
    • 3 replies
    • 992 views
    • 
    • Tom Poje
    • April 10, 2012

48. Discrimination

    By Oh so SIMPLE, November 13, 2012
    • 3 replies
    • 995 views
    • 
    • Bird
    • November 13, 2012

49. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 4.6k views
    • 
    • Kevin C
    • March 10, 2017

50. Sole Prop Profit Sharing Limit

    By richard, May 8, 1999
    • 3 replies
    • 1.9k views
    • 
    • Gary Lesser
    • May 13, 1999