Retirement Plans in General

5,753 topics in this forum

1. Disaster Relief other than 5500's

   By TPApril, October 29, 2019
   • 3 replies
   • 588 views
   • 
   • Larry Starr
   • October 31, 2019

2. Excess DB Assets, seven years of transfers is up, but still funds remaining. Now what?

   By BG5150, August 10, 2021
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • August 11, 2021

3. When did the law change on Money Purchase Plans, allowing plans to reallocate forfeitures (instead of using them to offset the employer contribution)?

   By bzorc, December 19, 2003
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • December 22, 2003

4. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

   By Guest Enda80, June 10, 2008
   • 3 replies
   • 1.7k views
   • 
   • WDIK
   • June 10, 2008

5. new plan and vesting

   By John Feldt ERPA CPC QPA, September 1, 2011
   • 3 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • September 2, 2011

6. ASPPA conference

   By Tom Poje, October 24, 2005
   • 3 replies
   • 1.9k views
   • 
   • Leopurrd
   • October 24, 2005

7. contribution for owner with split comp at 2 companies

   By Tom Poje, December 29, 2015
   • 3 replies
   • 682 views
   • 
   • Tom Poje
   • December 30, 2015

8. Controlled Group?

   By Zoey, January 27, 2017
   • 3 replies
   • 487 views
   • 
   • RatherBeGolfing
   • January 27, 2017

9. Affiliated Service

   By thepensionmaven, March 19, 2018   

   • affiliated service
   • 3 replies
   • 593 views
   • 
   • austin3515
   • March 19, 2018

10. Termination of services fee from plan assets

    By Bird, October 6, 2021
    • 3 replies
    • 2.7k views
    • 
    • Kac1214
    • October 6, 2021

11. Missing Participant

    By Archimage, May 30, 2003
    • 3 replies
    • 1.2k views
    • 
    • Harwood
    • June 9, 2003

12. changing def of plan compensation

    By Earl, November 23, 2004
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • November 23, 2004

13. Coverage Requirements

    By Guest wlank, December 6, 2007
    • 3 replies
    • 1.2k views
    • 
    • Jim Chad
    • December 6, 2007

14. Tax "gross up" on taxable fringe benefits

    By Belgarath, January 9, 2023
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 9, 2023

15. Surety bonds question; who has to get covered?

    By Guest Enda80, January 14, 2008
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 20, 2008

16. Controlled Group - change in ownership / mgmt function?

    By jmartin, December 21, 2011
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • December 21, 2011

17. New plan, owner only?

    By DMcGovern, April 7, 2022
    • 3 replies
    • 799 views
    • 
    • BG5150
    • April 7, 2022

18. Step-Child of Owner: HCE or NHCE?

    By John Feldt ERPA CPC QPA, December 6, 2010
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • December 7, 2010

19. Multiple employer plan

    By AKconsult, May 17, 2011
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • May 18, 2011

20. SE income above comp limits

    By Guest EBC, September 8, 2001
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • September 10, 2001

21. Spanish SARs and SPDs...

    By ESOP Guy, October 11, 2018
    • 3 replies
    • 1.7k views
    • 
    • ESOP Guy
    • October 12, 2018

22. Excise Tax on NonDeductible Contributions

    By PensionPro, December 24, 2019
    • 3 replies
    • 969 views
    • 
    • Luke Bailey
    • February 26, 2020

23. Need help with controlled group questions since the purchase of a company's assets

    By katieinny, February 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • February 3, 2012

24. Irrevocable Life Insurance Trust

    By Guest Peacy, July 24, 2013
    • 3 replies
    • 929 views
    • 
    • Belgarath
    • July 24, 2013

25. Adding 1099 contractors to plan

    By Bird, August 30, 2017
    • 3 replies
    • 669 views
    • 
    • Bird
    • September 1, 2017

26. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

    • withholding
    • 3 replies
    • 540 views
    • 
    • DPSRich
    • January 31, 2017

27. 8955-ssa related

    By Jakyasar, June 10, 2021
    • 3 replies
    • 1.5k views
    • 
    • CarolC
    • June 11, 2021

28. Funds overpaid in participant rollover returned to Plan. How is it reported?

    By AJC, November 9, 2022
    • 3 replies
    • 1k views
    • 
    • AJC
    • November 18, 2022

29. Effective Dates for SPD and claims procedure regulations

    By Guest wendycatherine, August 26, 2002
    • 3 replies
    • 2.1k views
    • 
    • E as in ERISA
    • August 27, 2002

30. Compensation from partnership

    By ombskid, June 11, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 1, 2008

31. ASPPA website down

    By movedon, April 14, 2012
    • 3 replies
    • 934 views
    • 
    • movedon
    • April 16, 2012

32. 204(h) Notice

    By chris, July 19, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 21, 1999

33. Is it a partial termination?

    By jkharvey, September 20, 2000
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • September 21, 2000

34. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 1.8k views
    • 
    • jaemmons
    • April 28, 2005

35. Blank pages required when filing 5330 form?

    By Beltane, July 16, 2005
    • 3 replies
    • 1.3k views
    • 
    • No Name
    • July 19, 2005

36. An "other right or feature" for BRF testing

    By Belgarath, February 1, 2019
    • 3 replies
    • 954 views
    • 
    • Belgarath
    • February 6, 2019

37. Private Company Stock in PS Plan

    By Guest vgallo, May 29, 2012
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • May 29, 2012

38. IRA RMD included in rollover to 403(b) - Distribute as excess?

    By KaJay, October 31, 2019
    • 3 replies
    • 607 views
    • 
    • KaJay
    • October 31, 2019

39. Controlled Group Considerations

    By SMB, December 4, 2003
    • 3 replies
    • 1.1k views
    • 
    • SRM
    • December 5, 2003

40. Limits for Two Plans- Is this information correct?

    By Guest WantsToLearn, November 1, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2006

41. Restating to a Standardized Regional Prototype

    By Guest Thornton, July 9, 1999
    • 2 replies
    • 1.3k views
    • 
    • richard
    • July 27, 1999

42. Understanding Affiliated Service Groups

    By Carrie, August 12, 2021
    • 2 replies
    • 1.1k views
    • 
    • Carrie
    • August 13, 2021

43. Plan Restatement Date - implication on short plan year?

    By TPApril, June 27, 2022
    • 2 replies
    • 498 views
    • 
    • TPApril
    • June 27, 2022

44. Benefits

    By Guest GinGinR, April 21, 2003
    • 2 replies
    • 1.1k views
    • 
    • Erik Read
    • April 24, 2003

45. Temporary employee on W2 not eligible for participating in the company's 401k. What are my retirement savings options ?

    By Guest RPurswani, December 22, 2003
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 22, 2003

46. Plan Eligibility

    By mjf06241972, May 21, 2019
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 21, 2019

47. franchise retirement plans

    By Guest pdiam, August 28, 1998
    • 2 replies
    • 2.8k views
    • 
    • imchipbrown
    • August 30, 1998

48. Bonding Nonqualifying Assets

    By Ed S., November 3, 2020
    • 2 replies
    • 426 views
    • 
    • ConnieStorer
    • November 5, 2020

49. after-tax employee contributions more than 1 plan

    By Santo Gold, October 6, 2023
    • 2 replies
    • 754 views
    • 
    • C. B. Zeller
    • October 6, 2023

50. Combo plan testing with otherewise excludable employees

    By Jakyasar, February 12, 2024
    • 2 replies
    • 539 views
    • 
    • Jakyasar
    • February 12, 2024