Retirement Plans in General

5,781 topics in this forum

1. CG, right?

   By truphao, April 10, 2025
   • 3 replies
   • 2.8k views
   • 
   • Belgarath
   • April 10, 2025

2. Controlled Group

   By cpc0506, November 22, 2009
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • November 24, 2009

3. Defined Benefit contributions for Sole Prop

   By Cynchbeast, October 3, 2014
   • 3 replies
   • 902 views
   • 
   • Calavera
   • October 3, 2014

4. K-1 income & losses from several participating employers

   By dmb, August 23, 2002
   • 3 replies
   • 1.3k views
   • 
   • jaemmons
   • September 5, 2002

5. Surviving Spouse RMD - HELP

   By Guest jvgatty, May 5, 2014
   • 3 replies
   • 1.2k views
   • 
   • masteff
   • May 6, 2014

6. New Comparability - Can you use integration

   By cpc0506, April 5, 2016
   • 3 replies
   • 999 views
   • 
   • Jim Chad
   • April 6, 2016

7. Shared Employees

   By Tom, November 27, 2017   

   • shared employees
   • 3 replies
   • 945 views
   • 
   • Bird
   • November 29, 2017

8. "Transaction Privelege, Use, and Severance Tax Return - (TPT-EZ)

   By Belgarath, May 8, 2020
   • 3 replies
   • 1.4k views
   • 
   • Larry Starr
   • May 9, 2020

9. Affiliated Service Group?

   By Dawn Hafner, May 23, 2001
   • 3 replies
   • 2.1k views
   • 
   • Dawn Hafner
   • May 24, 2001

10. ERISA Bond Required?

    By Guest RBeck, February 5, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2003

11. Leased Employee

    By Dougsbpc, December 12, 2008
    • 3 replies
    • 1.7k views
    • 
    • Dougsbpc
    • December 12, 2008

12. Who can be a trustee

    By rcline46, February 4, 2009
    • 3 replies
    • 3k views
    • 
    • rcline46
    • February 4, 2009

13. Top Heavy and Changes in Controlled Group

    By PensionPro, March 13, 2017
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 16, 2017

14. Controlled group - two separate plans

    By Belgarath, August 24, 2017
    • 3 replies
    • 773 views
    • 
    • CuseFan
    • August 24, 2017

15. CG / ASG?

    By Cloudy, October 25, 2019
    • 3 replies
    • 1k views
    • 
    • Cloudy
    • October 25, 2019

16. vesting schedule change

    By Lou81, February 13, 2020   

    • vesting
    • 3 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 13, 2020

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

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

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

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 1.3k views
    • 
    • chris
    • January 15, 2004

19. 1099-NEC for services rendered?

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

20. Funding deadline for partner's employer contributions

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

21. ADP and Catch-up

    By JHalligan, November 4, 2022
    • 3 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • November 8, 2022

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

    By Peter Gulia, April 23, 2013
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 9, 2013

23. Benefit Rights and Features - controlled group

    By Uncle Jack, January 24, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • January 30, 2017

24. Liability signing on EFAST

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

25. Bonding and Directed Trustees/Custodians

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

26. Restating to Pre-approved plan

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

27. Summary Plan Description/Plan Document

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

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

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

29. accrual vs cash basis of accounting and reporting

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

30. non deductible contribution added to 401k

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

31. Multiple employer plans

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

32. 5500 or EZ for 1-man plan w/alternate payee?

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

33. Prefund Profit Sharing

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

34. 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

35. New 401(k) Plan and Eligibility

    By AJC, October 28, 2019
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 7, 2020

36. Terminating Profit Sharing Plan

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

37. Employer withdrawal of profit sharing contribuiton?

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

38. Contribution Deadline for a C Corporation

    By bzorc, August 21, 2018   

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

39. 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

40. Forfeiture Restoration

    By Brenda Wren, June 20, 2000
    • 3 replies
    • 2.6k views
    • 
    • Richard Anderson
    • June 29, 2000

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

    By Peter Gulia, October 3, 2025
    • 3 replies
    • 1.9k views
    • 
    • Artie M
    • October 6, 2025

42. Just curious...

    By Lori Friedman, October 8, 2004
    • 3 replies
    • 2.6k views
    • 
    • JanetM
    • October 11, 2004

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

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

44. Not an ASG, but what is it?

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

45. Happy holidays

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

46. Sharing of Pension Fund Information with Affiliated Union

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

47. Trust Agreements in Prototype Plans

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

48. contribution deduction - off calendar fiscal client

    By pmacduff, January 29, 2014
    • 3 replies
    • 7k views
    • 
    • TPApril
    • June 20, 2016

49. valuation date or calendar year for calculation?

    By thepensionmaven, November 30, 2017
    • 3 replies
    • 2.2k views
    • 
    • Bird
    • November 30, 2017

50. IRC 414(d) Governmental instrumentality

    By Purplemandinga, August 22, 2018
    • 3 replies
    • 1k views
    • 
    • Susan L
    • August 23, 2018