Retirement Plans in General

5,781 topics in this forum

1. Trustee

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

2. HCE determination based on indexed salary

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

3. 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
   • 778 views
   • 
   • Belgarath
   • September 26, 2024

4. Compensation from Date of Entry

   By thepensionmaven, May 8, 2019
   • 3 replies
   • 2.1k views
   • 
   • thepensionmaven
   • May 11, 2019

5. Another quarterly participant statement question

   By Guest fiddler, March 13, 2007
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • March 23, 2007

6. 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

7. controlled group - parent/subsidiary

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

8. 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
   • 799 views
   • 
   • RPAS
   • March 30, 2020

9. Sort of Abandoned Plan

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

10. Control Group Determination

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

11. Plan aggregation for coverage/non-discrimination

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

12. Applying for EIN

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

13. Vesting Issue

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

14. 415 issue for employees of purchased company

    By dmb, May 22, 2001
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • May 23, 2001

15. top heavy status successor plan

    By R. Butler, March 7, 2006
    • 3 replies
    • 2.4k views
    • 
    • R. Butler
    • March 7, 2006

16. New plan vs keeping old plan

    By ombskid, September 5, 2013
    • 3 replies
    • 863 views
    • 
    • MoJo
    • September 5, 2013

17. Compensation

    By thepensionmaven, July 9, 2019
    • 3 replies
    • 1.2k views
    • 
    • Luke Bailey
    • July 11, 2019

18. Worthless Assets.... can they be donated?

    By K-t-F, November 23, 2021
    • 3 replies
    • 916 views
    • 
    • JOH
    • November 24, 2021

19. Profit Sharing Plan for One Employee

    By Guest inquiry2, October 21, 2003
    • 3 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 21, 2003

20. Merging two Profit Sharing Plans - one with union employees

    By Guest terric, February 14, 2005
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • February 14, 2005

21. Common Control?

    By Guest REDCFP, March 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • March 13, 2007

22. Compensation limit for short initial plan year

    By Sully, July 6, 2012
    • 3 replies
    • 2.7k views
    • 
    • Sully
    • July 9, 2012

23. participant terminates and rolls account before all contributions were made to her account

    By mariemonroe, May 1, 2018
    • 3 replies
    • 741 views
    • 
    • CuseFan
    • May 1, 2018

24. Probably an Affiliated Service Group

    By Dougsbpc, April 8, 2025
    • 3 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • April 9, 2025

25. Timing of Required Deposit and 415

    By buckaroo, September 5, 2007
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • September 7, 2007

26. Spousal Consent

    By Guest RS Vatalaro, May 6, 1999
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • May 26, 1999

27. IRS Audit Guide/Handbook

    By Archimage, January 5, 2005
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • January 5, 2005

28. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • February 6, 2011

29. Failed 410(b) Test

    By mming, June 10, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 12, 2000

30. Massachusetts new tax on employer contributions??

    By WCC, July 26, 2024
    • 3 replies
    • 2.5k views
    • 
    • WCC
    • July 26, 2024

31. Plan Retroactively Disqualified and IRC Code Section 402(B)(4)

    By Guest San Diego Benefits Guy, August 6, 2007
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • August 6, 2007

32. Trustee Issue

    By Guest light, May 26, 1999
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • May 27, 1999

33. Participant Record Updating?

    By Guest fcdeacy, April 20, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 2, 2005

34. Are ESOP shares counted for 5% owner determination?

    By jukeboy56, January 13, 2006
    • 3 replies
    • 2.2k views
    • 
    • E as in ERISA
    • January 13, 2006

35. Controlled group doesn't exist after all, but treated as one for several years

    By katieinny, March 2, 2011
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • March 21, 2011

36. 5500EZ and IRS agent

    By SoCalActuary, October 5, 2018   

    • rmd
    • 5500ez
    • 3 replies
    • 752 views
    • 
    • Mike Preston
    • October 5, 2018

37. Reg. §1.410(b)-8(b)

    By Dalai Pookah, November 1, 2022
    • 3 replies
    • 961 views
    • 
    • Dalai Pookah
    • November 2, 2022

38. Seeking guidance on Profit Sharing Plan with leased employees

    By Guest CaymanDM, January 30, 2002
    • 3 replies
    • 1.7k views
    • 
    • Archimage
    • January 30, 2002

39. EIN Required for Plan (not Trust)?

    By Guest Patrick Foley, July 12, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 13, 2004

40. Small Business Tax Credit

    By Guest LSULLIVAN, July 12, 2005
    • 3 replies
    • 2.7k views
    • 
    • WDIK
    • July 12, 2005

41. Plan Covering a Participant by Name

    By mming, August 20, 2012
    • 3 replies
    • 950 views
    • 
    • ETA Consulting LLC
    • August 22, 2012

42. When a rollover isn't a rollover

    By shERPA, March 17, 2014
    • 3 replies
    • 975 views
    • 
    • K2retire
    • March 18, 2014

43. Hurricane Irma - Due date of DC final deposit

    By ldr, October 4, 2017   

    • hurricane
    • contribution
    • (and 2 more)

      Tagged with:

      • hurricane
      • contribution
      • due date
      • extension
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 4, 2017

44. SAR for Final 5500 (Plan Merger)

    By Gilmore, August 31, 2020
    • 3 replies
    • 1.1k views
    • 
    • Alonzo Church
    • September 2, 2020

45. Prohibited transaction?

    By Bird, April 1, 2022
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • April 4, 2022

46. Spouse is Non-US citizen

    By Santo Gold, May 17, 2023
    • 3 replies
    • 1.6k views
    • 
    • fmsinc
    • May 17, 2023

47. 1099-R question: 1 trust but more than one plan: is 1 1099-R okay or m

    By John A, January 18, 2001
    • 3 replies
    • 1.5k views
    • 
    • MJ Hartman
    • January 18, 2001

48. Husband & Wife... 2 LLCs... one plan?

    By K-t-F, October 2, 2006
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 3, 2006

49. Was there a partial termination in 2020?

    By Peter Gulia, December 21, 2020   

    • partial termination
    • 3 replies
    • 673 views
    • 
    • EBECatty
    • December 21, 2020

50. Post-Severance Pay Correction

    By EPCRSGuru, March 29, 2021
    • 3 replies
    • 1.2k views
    • 
    • digger
    • April 9, 2021