Retirement Plans in General

5,753 topics in this forum

1. new TPA for Money Purchase plan

   By M Norton, July 29, 2009
   • 5 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • July 30, 2009

2. What is TPA exposure for reporting late deferrals on 5500?

   By BG5150, September 23, 2021
   • 2 replies
   • 1.4k views
   • 
   • Barry Levy
   • September 27, 2021

3. Partnership Owner Issues

   By Lou S., December 1, 2009
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • December 1, 2009

4. ERISA - QERP - ARE 3 parcels always required?

   By fidu, October 26, 2001
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • October 26, 2001

5. Duty to Follow Plan Document

   By Guest lvegas, March 9, 2004
   • 6 replies
   • 1.4k views
   • 
   • david rigby
   • May 6, 2004

6. Missing Participants

   By katieinny, November 7, 2002
   • 5 replies
   • 1.4k views
   • 
   • mbozek
   • November 22, 2002

7. Lifetime Income Disclosures - Calculation Details

   By Leopurrd-401k, January 28, 2022
   • 5 replies
   • 1.4k views
   • 
   • Leopurrd-401k
   • January 31, 2022

8. rollover incorrectly titled

   By thepensionmaven, December 19, 2018
   • 13 replies
   • 1.4k views
   • 
   • Larry Starr
   • December 20, 2018

9. Missing Beneficiaries

   By Guest B Husani, November 30, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • November 30, 1999

10. 408(b)(2) Reasonable Contract or Arrangement

    By J2D2, September 29, 2011
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • September 30, 2011

11. Retirement Plans for employees who retire before age 65?

    By Guest Barb, May 28, 1999
    • 2 replies
    • 1.4k views
    • 
    • Larry M
    • May 29, 1999

12. Not sure we have a trust; using a prototype document

    By Guest TinaNewToPension, December 3, 2003
    • 8 replies
    • 1.4k views
    • 
    • E as in ERISA
    • December 5, 2003

13. Still a Non-ERISA plan?

    By J Simmons, November 21, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 22, 2008

14. 415 limit $35,000 or $40,000?

    By Lynn Campbell, December 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • December 12, 2001

15. legal separation..spousal consent

    By Draper55, November 25, 2015
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • December 1, 2015

16. Plan Termination

    By waid10, August 28, 2009
    • 0 replies
    • 1.4k views
    • 
    • waid10
    • August 28, 2009

17. Plan Submission?

    By Guest Robert Lees, April 26, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 26, 1999

18. Employer leaves a multiple Employer Plan

    By jkharvey, October 4, 2006
    • 0 replies
    • 1.4k views
    • 
    • jkharvey
    • October 4, 2006

19. 1999 Form 5500 Series

    By Alan Simpson, July 9, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 30, 1999

20. Curing coverage issue in Target Benefit plan

    By chris, May 15, 2001
    • 5 replies
    • 1.4k views
    • 
    • AndyH
    • May 16, 2001

21. EIN for Adopting Employer

    By Guest Roman, December 5, 2004
    • 14 replies
    • 1.4k views
    • 
    • GBurns
    • December 7, 2004

22. Pay expense from plan assets to replace stock certificates?

    By John A, December 1, 1999
    • 0 replies
    • 1.4k views
    • 
    • John A
    • December 1, 1999

23. When can (or should) the plan sponsor make benefit payments?

    By richard, May 26, 1999
    • 1 reply
    • 1.4k views
    • 
    • M R Bernardin
    • May 26, 1999

24. Obtaining Copy of Sponsor's Prototype Plan Document from the IRS

    By chris, January 18, 2001
    • 0 replies
    • 1.4k views
    • 
    • chris
    • January 18, 2001

25. Can a pre-1987 carryforward be used by a plan other than the plan that

    By John A, November 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • John A
    • November 16, 2000

26. NRA <65

    By Belgarath, June 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • BTG
    • June 15, 2007

27. Management Functions Definition

    By Floridaattorney, June 24, 2013
    • 5 replies
    • 1.4k views
    • 
    • K2retire
    • June 26, 2013

28. 401(a) Plans for Public Sector Employers in New York

    By Guest DAF, April 20, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 2007

29. Service provider and participant fee disclosures

    By Belgarath, October 26, 2011
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • October 28, 2011

30. Temporary Workers - Service Credit

    By Guest ircreader, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 11, 2005

31. Defined Contribion style plans in Canada.

    By Guest DCConsultant, October 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • October 9, 2002

32. Family Attribution - counting service

    By jvajjm750, July 19, 2017
    • 20 replies
    • 1.4k views
    • 
    • david rigby
    • July 26, 2017

33. Sourcebook on Contributory DB Plans?

    By Guest Patrick Foley, May 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2001

34. Permitted Disparity

    By chris, July 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • chris
    • July 2, 2002

35. Matz v Household

    By Belgarath, November 12, 2004
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • November 12, 2004

36. leased employees

    By PensionNewbee, July 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • Ron Snyder
    • July 25, 2003

37. Amendment timing

    By dmb, November 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 25, 2002

38. 5500 Question

    By Guest Frank Jackson, April 27, 1999
    • 1 reply
    • 1.4k views
    • 
    • imchipbrown
    • May 5, 1999

39. 5500 vs. 5500c/r

    By Guest cascigm, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Spencer
    • June 20, 1999

40. Large Plan to Small Plan

    By KateSmithPA, March 10, 2009
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 10, 2009

41. Income determination - multiple schedule c's

    By Jakyasar, February 3, 2023
    • 8 replies
    • 1.4k views
    • 
    • Jakyasar
    • February 6, 2023

42. PS Contribution in 401(k) Plan

    By msmith, August 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 2011

43. Penalty on distribution of income on after-tax contribution?

    By Guest Boilerburm, August 2, 2000
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • August 2, 2000

44. 411(d)(6) protected benefit?

    By jkharvey, October 30, 2002
    • 5 replies
    • 1.4k views
    • 
    • Archimage
    • October 30, 2002

45. Document requirements when partnership incorporates

    By SMB, February 24, 2000
    • 3 replies
    • 1.4k views
    • 
    • richard
    • March 13, 2000

46. QP participation and IRA

    By Cynchbeast, February 20, 2009
    • 7 replies
    • 1.4k views
    • 
    • J Simmons
    • February 21, 2009

47. Sick Pay/Short Term Disability

    By Guest CharlieLaur, April 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 27, 2004

48. DFVC Program (pre-1988 years)

    By Guest mbg76, October 30, 2006
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • October 31, 2006

49. USERRA - Accrual of Benefits for individuals who spend more than 5 yea

    By Guest S Terrill, June 17, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 1999

50. Terminee Distributions from Annual Valuated Plans

    By Gadgetfreak, December 4, 2014
    • 13 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 5, 2014