Retirement Plans in General

5,753 topics in this forum

1. IRS memorandum on Otherwise excludable employees

   By Tom Poje, April 29, 2016
   • 5 replies
   • 976 views
   • 
   • Kevin C
   • May 4, 2016

2. IRS Notice 87-13

   By thepensionmaven, June 6, 2000
   • 1 reply
   • 6.3k views
   • 
   • Guest
   • June 9, 2000

3. IRS Notice CP214

   By Gilmore, February 28, 2022
   • 3 replies
   • 959 views
   • 
   • Gilmore
   • February 28, 2022

4. IRS Notice CP216F

   By Jakyasar, February 25, 2023
   • 9 replies
   • 1.3k views
   • 
   • Nate S
   • March 14, 2023

5. IRS on furlough

   By justanotheradmin, October 9
   • 7 replies
   • 4.6k views
   • 
   • Peter Gulia
   • October 21

6. IRS phone number

   By Guest ksumner, August 18, 1999
   • 2 replies
   • 2.3k views
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   • Dave Baker
   • February 9, 2001

7. IRS Plan Audits

   By Christine Roberts, December 14, 1998
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • December 15, 1998

8. IRS plan audits & agents

   By eilano, June 9, 2003
   • 1 reply
   • 965 views
   • 
   • GBurns
   • June 9, 2003

9. IRS Q&A at ASPPA Conf

   By Fully Vested, August 25, 2017
   • 2 replies
   • 678 views
   • 
   • Fully Vested
   • August 28, 2017

10. IRS Quality Assurance Bulletin 2006-3, Part-Time Employees Revisited

    By Everett Moreland, February 16, 2006
    • 3 replies
    • 5.1k views
    • 
    • BG5150
    • July 16, 2019

11. IRS Questionnaire

    By bzorc, April 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • April 9, 2010

12. IRS releases 2023 retirement plan limits

    By Lois Baker, October 21, 2022
    • 0 replies
    • 631 views
    • 
    • Lois Baker
    • October 21, 2022

13. IRS Releases 2026 Inflation-Adjusted Limits

    By Lois Baker, November 13
    • 0 replies
    • 316 views
    • 
    • Lois Baker
    • November 13

14. IRS Request for 2016 945

    By Gilmore, September 24, 2019
    • 2 replies
    • 733 views
    • 
    • Gilmore
    • September 26, 2019

15. IRS Secure Message Portal Update?

    By justanotheradmin, October 25, 2024
    • 4 replies
    • 2.1k views
    • 
    • thepensionmaven
    • October 29, 2024

16. IRS Survey 2024

    By LauraERPA, July 31, 2024
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • July 31, 2024

17. IRS User Fees

    By Archimage, February 12, 2002
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 13, 2002

18. IRS website survey

    By ombskid, March 27, 2019
    • 2 replies
    • 686 views
    • 
    • KaJay
    • April 1, 2019

19. Is $100 Per Day Penalty for Not Furnishing Info Indexed?

    By rocknrolls2, December 27, 2018
    • 1 reply
    • 486 views
    • 
    • card
    • January 5, 2019

20. Is 2 year wait an issue for a new plan?

    By Jakyasar, June 9, 2023
    • 3 replies
    • 448 views
    • 
    • Jakyasar
    • June 12, 2023

21. Is 20% withholding necessary on IRS levy?

    By Guest moosegirl, February 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • Harwood
    • February 28, 2005

22. Is 5330 needed for amounts returned due to 415 limits?

    By Guest dlm, August 26, 1999
    • 2 replies
    • 2.6k views
    • 
    • Disco Stu
    • August 27, 1999

23. Is a "Participating Employer" the same as a Multiple Employer?

    By Guest sugar daddy, January 31, 2011
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • February 1, 2011

24. Is a 5310-A filing required

    By dmb, November 3, 2000
    • 0 replies
    • 1.6k views
    • 
    • dmb
    • November 3, 2000

25. Is a change to requiring one-year of marriage before death benefits wi

    By Guest RMM, December 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Dowist
    • December 28, 1999

26. Is a Determination Letter application required for a retroactive amendment under VCP?

    By cpc0506, January 5, 2016
    • 4 replies
    • 1.2k views
    • 
    • JJRetirement
    • January 7, 2016

27. Is a distribution that was made within the last 5 years to an employee

    By John A, March 31, 2000
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • April 1, 2000

28. Is a former union employee immediately eligible to participate upon hi

    By Guest Tara Curran, July 5, 2000
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • July 5, 2000

29. Is a husband required to make a new 2nd wife his profit sharing beneficiary?

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 5.6k views
    • 
    • My 2 cents
    • October 19, 2017

30. Is a post-retirement commission plan an ERISA plan?

    By HCE, May 8, 2023
    • 4 replies
    • 1.2k views
    • 
    • rocknrolls2
    • May 10, 2023

31. IS a QDRO reversable?

    By Guest wiley111, September 3, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 3, 2004

32. Is a separate Plan Tax ID number a best practice regardless if assets are held by an investment platform/recorkeeper?

    By lisabroc, September 18, 2015
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • September 21, 2015

33. Is a Top Heavy contribution subject to coverage rules?

    By BG5150, December 7, 2022
    • 2 replies
    • 535 views
    • 
    • Bri
    • December 8, 2022

34. Is additional contribution required

    By Jakyasar, March 14
    • 6 replies
    • 2.8k views
    • 
    • Jakyasar
    • March 21

35. Is Amendment under HATFA for Section 436 Restriction Required?

    By rocknrolls2, December 1, 2016
    • 2 replies
    • 1.3k views
    • 
    • Trisports
    • December 21, 2016

36. Is an amendment to each plan document necessary to merge 2 DC plans in

    By John A, November 1, 2000
    • 0 replies
    • 1.6k views
    • 
    • John A
    • November 1, 2000

37. Is an employee entitled to a plan contribution based on disability pay that is not included on the Employer's W-2?

    By katieinny, January 21, 2004
    • 2 replies
    • 995 views
    • 
    • katieinny
    • January 21, 2004

38. Is an Employee on Workers' Compensation Treated as an Active Employee

    By Guest Edward McElroy, December 22, 1998
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • December 31, 1998

39. Is an employee who is receiving severance pay eligible for a contribut

    By stephen, June 12, 2001
    • 3 replies
    • 2.7k views
    • 
    • stephen
    • June 14, 2001

40. Is an employer contribution deductible when a financial institution fa

    By Guest Barton Haag, September 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 20, 2000

41. Is an ERISA fidelity bond needed?

    By mming, September 23, 2010
    • 3 replies
    • 4.8k views
    • 
    • Bird
    • January 29, 2015

42. Is an independent audit required here?

    By Guest Don J. Smith, August 1, 2000
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • August 3, 2000

43. Is an investment advisor who gets no fee an ERISA plan’s fiduciary?

    By Peter Gulia, December 23, 2021
    • 13 replies
    • 1.5k views
    • 
    • Roycal
    • December 28, 2021

44. Is Anyone Familar with a Product Called The Pension Transfer Trust Plan?

    By Guest Edward McElroy, November 11, 2004
    • 2 replies
    • 4.2k views
    • 
    • GBurns
    • November 12, 2004

45. Is anyone using force majeure to excuse not performing a contract?

    By Peter Gulia, March 25, 2020   

    • service agreement
    • 5 replies
    • 1.5k views
    • 
    • Larry Starr
    • March 25, 2020

46. Is auto-enroll an actual "feature"?

    By Bri, July 14
    • 10 replies
    • 3.3k views
    • 
    • Peter Gulia
    • July 16

47. Is Brother of HCE an HCE?

    By Lynn Campbell, November 3, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 3, 1998

48. Is distribution availability a protected benefit?

    By Santo Gold, January 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • January 14, 2005

49. Is early retirement a protected benefit?

    By Santo Gold, October 25, 2010
    • 7 replies
    • 6.2k views
    • 
    • Guest
    • December 31, 2010

50. Is Employee an HCE?

    By DLavigne, January 28, 2013
    • 1 reply
    • 859 views
    • 
    • ETA Consulting LLC
    • January 28, 2013