Retirement Plans in General

5,753 topics in this forum

1. Integrated profit sharing contribution - lRM language

   By buckaroo, June 30, 2015
   • 3 replies
   • 1.3k views
   • 
   • austin3515
   • July 8, 2015

2. To be or not to be a Controlled Group

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

3. Joint operating Company 403b

   By bmore1147, March 6, 2018   

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

4. Qualified replacement plan related (QRP)

   By Jakyasar, August 1
   • 3 replies
   • 2.7k views
   • 
   • Jakyasar
   • August 1

5. Document Retention

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

6. Blaze SSI Proposal System

   By Tinman, October 21, 2009
   • 3 replies
   • 3.2k views
   • 
   • Bill Presson
   • November 4, 2010

7. 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

8. Incorrect SH match paid in terminating plan

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

9. Life Insurance - Question

   By caryn22359, November 29, 2016
   • 3 replies
   • 1.6k views
   • 
   • XTitan
   • December 1, 2016

10. 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

11. Plan Term - New plan - successor issue?

    By jmartin, May 30, 2013
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 30, 2013

12. PEO's

    By Belgarath, November 8, 2001
    • 3 replies
    • 1.8k views
    • 
    • MWeddell
    • November 13, 2001

13. Distribution as a contribution

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

14. Reasonable Classification and 410(b)

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

15. Self-Correction Program

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

16. Qualified Plans Losing Ground to Annuities ?

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

17. OJSA

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

18. leased employees and compensation

    By M Norton, October 2, 2018   

    • leased
    • compensation
    • 3 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 3, 2018

19. Use of Fractional Year

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

20. Are Trust EIN's required?

    By Lori H, March 8, 2017   

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

21. 410(b)(6)(C) Transition Rule - Required in Plan Document?

    By KJ2, June 21, 2017
    • 3 replies
    • 1.8k views
    • 
    • KJ2
    • June 23, 2017

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

    By DMincevich, July 24, 2023
    • 3 replies
    • 1.3k views
    • 
    • Pam Shoup
    • July 26, 2023

23. Money Purchase Merger with Profit Sharing Plan

    By Guest KMP, March 19, 2004
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • March 22, 2004

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

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

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

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

26. DOL Notice of Rejection of the Form 5500

    By bevfair, August 13, 2014
    • 3 replies
    • 1.6k views
    • 
    • Flyboyjohn
    • August 13, 2014

27. Merge Qual Replacement plan into new DB

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

28. Prototype documents

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

29. Vesting in Combo DB/DC

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

30. Coverage Testing/Top Heavy Testing

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

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

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

32. Master Trust vs. Comingled Trust

    By TPATC, July 27, 2001
    • 3 replies
    • 5.1k views
    • 
    • Guest
    • August 11, 2001

33. 415 excesses--why deferrals first?

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

34. Discrimination

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

35. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • March 10, 2017

36. Sole Prop Profit Sharing Limit

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

37. Trustee

    By Guest michaels4811, December 29, 2010
    • 3 replies
    • 1k views
    • 
    • mbozek
    • December 29, 2010

38. HCE determination based on indexed salary

    By Jakyasar, June 26, 2020
    • 3 replies
    • 1.2k views
    • 
    • Jakyasar
    • June 28, 2020

39. Diachronic Survey of Veteran Reemployment Conformity and Associated Impact on Vesting/Benefit Accrual Prior to USERRA

    By Kent Allard, September 25, 2024   

    • 414(u)
    • 401(a)(37)
    • (and 7 more)

      Tagged with:

      • 414(u)
      • 401(a)(37)
      • heart
      • vesting
      • benefit accrual
      • title 38
      • chapter 43
      • title 29
      • title 20
    • 3 replies
    • 728 views
    • 
    • Belgarath
    • September 26, 2024

40. Compensation from Date of Entry

    By thepensionmaven, May 8, 2019
    • 3 replies
    • 2k views
    • 
    • thepensionmaven
    • May 11, 2019

41. Another quarterly participant statement question

    By Guest fiddler, March 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 23, 2007

42. Does anyone know where the factors for figuring out required minimum distributions would be? Also, does anyone have an Excel file set up to figure out

    By Guest Enda80, June 6, 2008
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • June 6, 2008

43. controlled group - parent/subsidiary

    By k man, April 22, 2013
    • 3 replies
    • 1.2k views
    • 
    • MoShawn
    • April 23, 2013

44. Does it matter that a coronavirus loan gets no relief from the prohibited-transaction exemptions’ adequate-security condition?

    By Peter Gulia, March 27, 2020
    • 3 replies
    • 776 views
    • 
    • RPAS
    • March 30, 2020

45. Sort of Abandoned Plan

    By thepensionmaven, January 27, 2022
    • 3 replies
    • 620 views
    • 
    • imchipbrown
    • January 29, 2022

46. Control Group Determination

    By Guest M. Martin, April 6, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 6, 2004

47. Plan aggregation for coverage/non-discrimination

    By Guest Sieve, December 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 26, 2012

48. Applying for EIN

    By luissaha, June 20, 2014
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • June 23, 2014

49. Vesting Issue

    By buckaroo, November 21, 2017
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • November 22, 2017

50. 415 issue for employees of purchased company

    By dmb, May 22, 2001
    • 3 replies
    • 1.4k views
    • 
    • rcline46
    • May 23, 2001