Retirement Plans in General

5,781 topics in this forum

1. IRS Survey 2024

   By LauraERPA, July 31, 2024
   • 3 replies
   • 1.3k views
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   • CuseFan
   • July 31, 2024

2. Former employee becomes independent contractor for the same company

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

3. Union hours - eligibility and vesting

   By AMarie, January 26, 2017
   • 3 replies
   • 2.1k views
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   • AMarie
   • January 27, 2017

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

   By Jakyasar, February 3, 2022
   • 3 replies
   • 1k views
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   • Jakyasar
   • February 3, 2022

5. Back-pay--to defer or not

   By BG5150, July 31, 2024
   • 3 replies
   • 1.6k views
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   • Paul I
   • August 5, 2024

6. 2 incomes, k-1 and w2...what to do?

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

7. How do deemed earnings figure into 415 limits?

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

8. 1099R for cash distribution and defaulted loan

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

9. Transitional management of retirement plans due to acquisition

   By Guest keep it simple, March 9, 2005
   • 3 replies
   • 1.3k views
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   • SoCalActuary
   • March 10, 2005

10. Eligible Employee Opt Out of Retirement Benefits

    By waid10, November 8, 2011
    • 3 replies
    • 2.7k views
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    • Kevin C
    • November 9, 2011

11. Tax WH on Required Minimum Distributions required ?

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

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

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

13. new ideas on appeal in 2nd circuit

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

14. PPA disclosure statement in a pooled plan

    By AlbanyConsultant, August 22, 2012
    • 3 replies
    • 1.3k views
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    • ESOP Guy
    • August 24, 2012

15. Disaster Relief other than 5500's

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

16. 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
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    • Mike Preston
    • August 11, 2021

17. 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
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    • Mike Preston
    • December 22, 2003

18. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

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

19. new plan and vesting

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

20. ASPPA conference

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

21. contribution for owner with split comp at 2 companies

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

22. Controlled Group?

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

23. Affiliated Service

    By thepensionmaven, March 19, 2018   

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

24. Termination of services fee from plan assets

    By Bird, October 6, 2021
    • 3 replies
    • 3.2k views
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    • Kac1214
    • October 6, 2021

25. Missing Participant

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

26. changing def of plan compensation

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

27. Coverage Requirements

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

28. Tax "gross up" on taxable fringe benefits

    By Belgarath, January 9, 2023
    • 3 replies
    • 1.6k views
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    • Peter Gulia
    • January 9, 2023

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

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

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

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

31. New plan, owner only?

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

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

    By John Feldt ERPA CPC QPA, December 6, 2010
    • 3 replies
    • 1.9k views
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    • Belgarath
    • December 7, 2010

33. Multiple employer plan

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

34. SE income above comp limits

    By Guest EBC, September 8, 2001
    • 3 replies
    • 1.9k views
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    • Belgarath
    • September 10, 2001

35. Spanish SARs and SPDs...

    By ESOP Guy, October 11, 2018
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • October 12, 2018

36. Excise Tax on NonDeductible Contributions

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

37. 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

38. Irrevocable Life Insurance Trust

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

39. Adding 1099 contractors to plan

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

40. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

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

41. 8955-ssa related

    By Jakyasar, June 10, 2021
    • 3 replies
    • 1.8k views
    • 
    • CarolC
    • June 11, 2021

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

    By AJC, November 9, 2022
    • 3 replies
    • 1.1k views
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    • AJC
    • November 18, 2022

43. Effective Dates for SPD and claims procedure regulations

    By Guest wendycatherine, August 26, 2002
    • 3 replies
    • 2.2k views
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    • E as in ERISA
    • August 27, 2002

44. Compensation from partnership

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

45. ASPPA website down

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

46. 204(h) Notice

    By chris, July 19, 1999
    • 3 replies
    • 1.5k views
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    • Guest
    • July 21, 1999

47. Is it a partial termination?

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

48. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 1.9k views
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    • jaemmons
    • April 28, 2005

49. Blank pages required when filing 5330 form?

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

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

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