Retirement Plans in General

5,753 topics in this forum

1. CG / ASG?

   By Cloudy, October 25, 2019
   • 3 replies
   • 966 views
   • 
   • Cloudy
   • October 25, 2019

2. vesting schedule change

   By Lou81, February 13, 2020   

   • vesting
   • 3 replies
   • 1k views
   • 
   • ESOP Guy
   • February 13, 2020

3. Whose employee is this, whose 401k plan is this?

   By Santo Gold, September 27, 2023
   • 3 replies
   • 1.2k views
   • 
   • CuseFan
   • October 2, 2023

4. money purchase assets rolled into an existing profit sharing plan

   By Guest Donna Neuhauser, January 14, 2004
   • 3 replies
   • 1.2k views
   • 
   • chris
   • January 15, 2004

5. 1099-NEC for services rendered?

   By K-t-F, February 1, 2022
   • 3 replies
   • 680 views
   • 
   • Luke Bailey
   • February 2, 2022

6. Funding deadline for partner's employer contributions

   By R. Butler, November 30, 2023
   • 3 replies
   • 724 views
   • 
   • Luke Bailey
   • December 1, 2023

7. ADP and Catch-up

   By JHalligan, November 4, 2022
   • 3 replies
   • 1.4k views
   • 
   • Patricia Neal Jensen
   • November 8, 2022

8. What gets an employer (or plan trustee) sued?

   By Peter Gulia, April 23, 2013
   • 3 replies
   • 1.3k views
   • 
   • Peter Gulia
   • May 9, 2013

9. Benefit Rights and Features - controlled group

   By Uncle Jack, January 24, 2017
   • 3 replies
   • 1.9k views
   • 
   • Tom Poje
   • January 30, 2017

10. Liability signing on EFAST

    By Cynchbeast, August 1, 2023
    • 3 replies
    • 661 views
    • 
    • Peter Gulia
    • August 1, 2023

11. Bonding and Directed Trustees/Custodians

    By KJohnson, October 3, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 4, 2000

12. Restating to Pre-approved plan

    By Oh so SIMPLE, October 6, 2010
    • 3 replies
    • 973 views
    • 
    • John Feldt ERPA CPC QPA
    • October 6, 2010

13. Summary Plan Description/Plan Document

    By Jilliandiz, September 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2003

14. Would rollover from conduit IRA delay required minimum distribution?

    By Guest SSCARO, December 4, 2001
    • 3 replies
    • 2.1k views
    • 
    • Appleby
    • December 10, 2001

15. accrual vs cash basis of accounting and reporting

    By Santo Gold, October 21, 2005
    • 3 replies
    • 4.6k views
    • 
    • Santo Gold
    • October 21, 2005

16. non deductible contribution added to 401k

    By thepensionmaven, March 3, 2023
    • 3 replies
    • 907 views
    • 
    • Paul I
    • March 14, 2023

17. Multiple employer plans

    By Belgarath, June 16, 2003
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • June 17, 2003

18. 5500 or EZ for 1-man plan w/alternate payee?

    By mming, September 17, 2004
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 24, 2004

19. Prefund Profit Sharing

    By Rai401k, May 7, 2014
    • 3 replies
    • 1.8k views
    • 
    • Rai401k
    • May 8, 2014

20. Terminated Participant to pass 401(a)(4)- Vesting?

    By mefrancis1729, December 6, 2016   

    • terminated participant
    • vesting
    • (and 1 more)

      Tagged with:

      • terminated participant
      • vesting
      • 401(a)(4)
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • December 7, 2016

21. New 401(k) Plan and Eligibility

    By AJC, October 28, 2019
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 7, 2020

22. Terminating Profit Sharing Plan

    By thepensionmaven, March 31, 2020
    • 3 replies
    • 892 views
    • 
    • ratherbereading
    • March 31, 2020

23. Employer withdrawal of profit sharing contribuiton?

    By Anonymoose, March 28, 2011
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 21, 2012

24. Contribution Deadline for a C Corporation

    By bzorc, August 21, 2018   

    • change in due date
    • 3 replies
    • 768 views
    • 
    • bzorc
    • August 21, 2018

25. Permitted Disparity used in the general test of 401(a)(4) for a DC pla

    By Guest WBrown, June 14, 1999
    • 3 replies
    • 3.3k views
    • 
    • Wessex
    • June 17, 1999

26. Forfeiture Restoration

    By Brenda Wren, June 20, 2000
    • 3 replies
    • 2.5k views
    • 
    • Richard Anderson
    • June 29, 2000

27. How does a plan define disability if there is no Social Security determination?

    By Peter Gulia, October 3
    • 3 replies
    • 1.3k views
    • 
    • Artie M
    • October 6

28. Just curious...

    By Lori Friedman, October 8, 2004
    • 3 replies
    • 2.5k views
    • 
    • JanetM
    • October 11, 2004

29. Determination letter and can't find 1st doc from the 80's

    By Jim Chad, March 20, 2009
    • 3 replies
    • 897 views
    • 
    • rcline46
    • March 20, 2009

30. Not an ASG, but what is it?

    By shERPA, March 14, 2018
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 16, 2018

31. Happy holidays

    By Jakyasar, December 24, 2020
    • 3 replies
    • 825 views
    • 
    • JustSayin
    • December 29, 2020

32. Sharing of Pension Fund Information with Affiliated Union

    By Robert B, August 2, 2023
    • 3 replies
    • 632 views
    • 
    • david rigby
    • August 2, 2023

33. Trust Agreements in Prototype Plans

    By Guest LLandau, February 18, 2002
    • 3 replies
    • 4k views
    • 
    • Guest
    • May 6, 2002

34. contribution deduction - off calendar fiscal client

    By pmacduff, January 29, 2014
    • 3 replies
    • 6.9k views
    • 
    • TPApril
    • June 20, 2016

35. valuation date or calendar year for calculation?

    By thepensionmaven, November 30, 2017
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • November 30, 2017

36. IRC 414(d) Governmental instrumentality

    By Purplemandinga, August 22, 2018
    • 3 replies
    • 989 views
    • 
    • Susan L
    • August 23, 2018

37. IRS Survey 2024

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

38. Former employee becomes independent contractor for the same company

    By katieinny, September 6, 2007
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • September 7, 2007

39. Union hours - eligibility and vesting

    By AMarie, January 26, 2017
    • 3 replies
    • 2k views
    • 
    • AMarie
    • January 27, 2017

40. Adding a DB plan for 2021 to an existing PS plan

    By Jakyasar, February 3, 2022
    • 3 replies
    • 992 views
    • 
    • Jakyasar
    • February 3, 2022

41. Back-pay--to defer or not

    By BG5150, July 31, 2024
    • 3 replies
    • 1.5k views
    • 
    • Paul I
    • August 5, 2024

42. 2 incomes, k-1 and w2...what to do?

    By Guest carsonv, August 10, 2005
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • August 11, 2005

43. How do deemed earnings figure into 415 limits?

    By Guest Enda80, January 10, 2009
    • 3 replies
    • 937 views
    • 
    • david rigby
    • January 10, 2009

44. 1099R for cash distribution and defaulted loan

    By Pammie57, January 26, 2017
    • 3 replies
    • 920 views
    • 
    • Kevin C
    • January 27, 2017

45. Transitional management of retirement plans due to acquisition

    By Guest keep it simple, March 9, 2005
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • March 10, 2005

46. Eligible Employee Opt Out of Retirement Benefits

    By waid10, November 8, 2011
    • 3 replies
    • 2.6k views
    • 
    • Kevin C
    • November 9, 2011

47. Tax WH on Required Minimum Distributions required ?

    By rfahey, November 19, 2012
    • 3 replies
    • 969 views
    • 
    • david rigby
    • November 19, 2012

48. Best way to designate a beneficiary so as to divide among several charities?

    By Chippy, October 6, 2017
    • 3 replies
    • 504 views
    • 
    • jpod
    • October 6, 2017

49. new ideas on appeal in 2nd circuit

    By Guest lawgirl2004, July 13, 2004
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 22, 2004

50. PPA disclosure statement in a pooled plan

    By AlbanyConsultant, August 22, 2012
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • August 24, 2012