Retirement Plans in General

5,751 topics in this forum

1. changing eligibility

   By Bird, December 1, 2016
   • 14 replies
   • 2.6k views
   • 
   • coleboy
   • December 7, 2016

2. Merger and Acquisitions and the Bad Apple Rule

   By SEM, October 22, 2020
   • 14 replies
   • 2.4k views
   • 
   • Luke Bailey
   • October 28, 2020

3. No investments allowed by religion in plan--allowed?

   By BG5150, November 28, 2023
   • 14 replies
   • 2.4k views
   • 
   • BruceM
   • December 1, 2023

4. What documents needed to replace Recordkeeper/Trustee?

   By TaxLawyer1978, October 8, 2018
   • 14 replies
   • 3.4k views
   • 
   • imchipbrown
   • October 10, 2018

5. Initial eligibility in 401(k) plan

   By MoShawn, July 9, 2009
   • 14 replies
   • 6.2k views
   • 
   • MoShawn
   • July 15, 2009

6. Are Loan Offsets Mandatory

   By Briandfox, August 8, 2016
   • 14 replies
   • 1.7k views
   • 
   • Briandfox
   • August 9, 2016

7. $250K threshhold for owner only plan

   By thepensionmaven, September 10, 2019
   • 14 replies
   • 1.4k views
   • 
   • Belgarath
   • September 12, 2019

8. Definitely Determinable Allocation Formula

   By LANDO, October 30, 2015   

   • Allocation Formula
   • Definitely Determinable
   • (and 2 more)

     Tagged with:

     • Allocation Formula
     • Definitely Determinable
     • Profit Sharing Formula
     • Integration
   • 14 replies
   • 3.3k views
   • 
   • Mike Preston
   • November 3, 2015

9. Proving a participant has been paid out long ago

   By ldr, March 26, 2019   

   • distribution
   • 8955-ssa
   • (and 2 more)

     Tagged with:

     • distribution
     • 8955-ssa
     • claim
     • benefits
   • 13 replies
   • 2.9k views
   • 
   • Gadgetfreak
   • July 16, 2024

10. Are J-1 Visa Interns and Trainees "Employees" for Retirement Plan purposes?

    By cheersmate, May 9, 2018   

    • student visa
    • interns
    • (and 4 more)

      Tagged with:

      • student visa
      • interns
      • trainees
      • j-1
      • j1
      • j-1 visa
    • 13 replies
    • 10.2k views
    • 
    • Luke Bailey
    • July 24, 2024

11. New regs on QJSA/QPSA explanations

    By Belgarath, December 22, 2003
    • 13 replies
    • 3.6k views
    • 
    • Mike Preston
    • December 26, 2003

12. Party in interest

    By Guest Buzzman, July 11, 2008
    • 13 replies
    • 2.9k views
    • 
    • KJohnson
    • July 28, 2008

13. Profit sharing plan. Beneficiary does not want to take pension contriibution.

    By caryn22359, June 13, 2016
    • 13 replies
    • 3.2k views
    • 
    • Bird
    • June 15, 2016

14. Terminee Distributions from Annual Valuated Plans

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

15. Retroactive Amendment

    By R. Butler, May 15, 2002
    • 13 replies
    • 4.6k views
    • 
    • Mike Preston
    • May 17, 2002

16. Multiple Retirement Plans

    By Guest Benny Guy, February 7, 2012
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • April 2, 2012

17. Profit Sharing Plan Real Estate Distribution Option

    By LMK TPA, February 24
    • 13 replies
    • 2.8k views
    • 
    • LMK TPA
    • February 26

18. What should be done when a profit sharing contribution exceeds the fix

    By John A, September 22, 2000
    • 13 replies
    • 6k views
    • 
    • actuarysmith
    • October 11, 2000

19. Form 1120-S Schedule K-1

    By coleboy, February 25, 2020
    • 13 replies
    • 2.5k views
    • 
    • Larry Starr
    • March 23, 2020

20. Duty of Care in Responding to Request for Forms?

    By Guest newtobenefits, October 7, 2008
    • 13 replies
    • 2.2k views
    • 
    • GBurns
    • October 9, 2008

21. Pension Bill Signed By President

    By Appleby, August 17, 2006
    • 13 replies
    • 2.9k views
    • 
    • Appleby
    • December 1, 2006

22. Counting hours for salaried employees

    By katieinny, June 24, 2004
    • 13 replies
    • 9.3k views
    • 
    • AndyH
    • June 30, 2004

23. Participation & Top Heavy Requirements

    By Guest jgordon, July 20, 2004
    • 13 replies
    • 4.1k views
    • 
    • Guest
    • July 27, 2004

24. rollover incorrectly titled

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

25. Is an investment advisor who gets no fee an ERISA plan’s fiduciary?

    By Peter Gulia, December 23, 2021
    • 13 replies
    • 1.5k views
    • 
    • Roycal
    • December 28, 2021

26. "Unenrolled Participant" Annual Reminder Notice

    By Belgarath, June 19, 2023
    • 13 replies
    • 1.9k views
    • 
    • TPABob
    • June 20, 2023

27. starting a new plan with PPP money?

    By AlbanyConsultant, June 3, 2020
    • 13 replies
    • 1.7k views
    • 
    • Larry Starr
    • June 8, 2020

28. Dental practice with 3 plans

    By thepensionmaven, January 5, 2022
    • 13 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • January 24, 2022

29. Amendment to reduce MPP %

    By Guest saiyer, January 30, 2001
    • 13 replies
    • 2.9k views
    • 
    • richard
    • February 2, 2001

30. S Corp dividends paid to Profit Sharing Trust

    By dmb, March 26, 2002
    • 13 replies
    • 3.7k views
    • 
    • Kirk Maldonado
    • March 29, 2002

31. Pension calculation for two Schedule C's

    By Vinny, May 4, 2021
    • 13 replies
    • 2.1k views
    • 
    • Vinny
    • April 16, 2023

32. Just an EASY control group question

    By K-t-F, June 1, 2018
    • 13 replies
    • 1.3k views
    • 
    • Larry Starr
    • June 6, 2018

33. Can someone get a copy of a Plan Document from Fed Govt

    By AndyH, February 7, 2005
    • 13 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 11, 2005

34. John Doe MD SC

    By Belgarath, January 20, 2005
    • 13 replies
    • 11.8k views
    • 
    • AndyH
    • January 20, 2005

35. Plan Termination and SECURE 2.0 Amendments

    By Belgarath, February 13, 2023
    • 13 replies
    • 2.2k views
    • 
    • Peter Gulia
    • February 14, 2023

36. Affiliated Service Group

    By 12AX7, September 25, 2006
    • 13 replies
    • 3.2k views
    • 
    • Belgarath
    • September 29, 2006

37. How does one know whether a partner was employed on the last day of a year?

    By Peter Gulia, August 3, 2018   

    • self-employment
    • 13 replies
    • 1.1k views
    • 
    • Luke Bailey
    • August 8, 2018

38. Withholding at option of participant allowed?

    By Belgarath, October 26, 2004
    • 13 replies
    • 2.9k views
    • 
    • Harwood
    • October 26, 2004

39. If a recordkeeper asks for gender, what do they use it for?

    By Peter Gulia, March 31
    • 13 replies
    • 3.4k views
    • 
    • BG5150
    • April 4

40. Abolishment of 401(k) Plans

    By A Shot in the Dark, October 21, 2008
    • 13 replies
    • 1.4k views
    • 
    • GBurns
    • October 23, 2008

41. 1% Owner for Key Purposes - Clarification

    By BeanCounterBlues, May 25, 2016
    • 13 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 26, 2016

42. Exploiting IRC Subparagraphs 3121(a)(5)(A) and 3306(a)(5)(A)

    By Guest Brian Theismann, June 13, 2010
    • 13 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2010

43. Coordination of IRC 415, 412, 404

    By Guest mo again, August 23, 2000
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • September 8, 2000

44. Anniversary date entry when hired on the 2nd day of a month

    By ESOP Guy, August 6
    • 13 replies
    • 3.3k views
    • 
    • david rigby
    • August 7

45. PS contributions to be "recurring & substansial"-what if they're not?

    By doombuggy, January 5, 2005
    • 13 replies
    • 1.9k views
    • 
    • Guest
    • January 7, 2005

46. Partial Plan Termination?

    By cheersmate, August 20, 2018   

    • partial plan termination
    • small employer
    • (and 1 more)

      Tagged with:

      • partial plan termination
      • small employer
      • sale of a location
    • 13 replies
    • 1.7k views
    • 
    • Luke Bailey
    • August 24, 2018

47. Can Partner Opt Out of Plan

    By jane123, August 19, 2003
    • 13 replies
    • 1.7k views
    • 
    • chris
    • August 25, 2003

48. Prevailing wage plans

    By Guest Jane Freeman, June 24, 2002
    • 13 replies
    • 4.6k views
    • 
    • AndyH
    • December 24, 2002

49. How Does IRC 404(a)(3) apply in an affiliated service group?

    By J Simmons, July 10, 2008
    • 13 replies
    • 4k views
    • 
    • Guest
    • December 4, 2008

50. PBGC question

    By Guest Art Tepfer, August 19, 1998
    • 12 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 16, 2004