Retirement Plans in General

5,751 topics in this forum

1. 410(b)-6(C) transition period - does it apply?

   By Belgarath, March 21, 2014
   • 1 reply
   • 2.3k views
   • 
   • PensionPro
   • March 21, 2014

2. 410(b)(6) transition period

   By R. Butler, May 10, 2022
   • 4 replies
   • 2.3k views
   • 
   • Ilene Ferenczy
   • May 11, 2022

3. 410(b)(6)(C) Transition Rule - Required in Plan Document?

   By KJ2, June 21, 2017
   • 3 replies
   • 1.8k views
   • 
   • KJ2
   • June 23, 2017

4. 410(b)(6)(C), SIMPLE, and Controlled Group

   By Belgarath, July 27, 2004
   • 1 reply
   • 1.5k views
   • 
   • Belgarath
   • July 27, 2004

5. 410b Failure... huh?

   By Basically, September 23, 2022
   • 5 replies
   • 1k views
   • 
   • Basically
   • October 4, 2022

6. 410b PS with 401k Safe Harbor Match - coverage

   By imchipbrown, January 24, 2019   

   • 410b
   • profit-sharing
   • (and 3 more)

     Tagged with:

     • 410b
     • profit-sharing
     • 401k
     • safe harbor match
     • coverage
   • 11 replies
   • 1k views
   • 
   • Tom Poje
   • January 29, 2019

7. 411(d)(6) - Ee Voluntary Contributions

   By lkpittman, September 27, 1999
   • 1 reply
   • 1.6k views
   • 
   • lkpittman
   • September 27, 1999

8. 411(d)(6) and Alternative Forms of Benefit

   By Guest NPWA, August 12, 2003
   • 0 replies
   • 1k views
   • 
   • Guest
   • August 12, 2003

9. 411(d)(6) protected benefit?

   By jkharvey, October 30, 2002
   • 5 replies
   • 1.4k views
   • 
   • Archimage
   • October 30, 2002

10. 411(d)(6)--Option to purchase annuity

    By Dalai Pookah, November 6, 2018   

    • distribution options
    • 411(d)(6)
    • (and 1 more)

      Tagged with:

      • distribution options
      • 411(d)(6)
      • document
    • 2 replies
    • 862 views
    • 
    • Kevin C
    • November 7, 2018

11. 412 (i) DB plan and Aggregation with DC plan

    By Guest shtoo, December 4, 2003
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • December 5, 2003

12. 412(e)(3) Plan 5500 filing

    By Jakyasar, September 25, 2024
    • 7 replies
    • 1.1k views
    • 
    • Jakyasar
    • September 27, 2024

13. 412(i) Plan Administration

    By Guest Rick Baker, July 25, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 25, 2003

14. 412i Plan with only life insurance

    By Guest NPaleveda, October 10, 2001
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • October 10, 2001

15. 414 Limit

    By Guest WantsToLearn, February 7, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 7, 2007

16. 414(s) compensation

    By Guest ENT, December 13, 2011
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2011

17. 414(s) compensation test

    By Guest H.J., March 12, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 12, 2002

18. 414(s) Compensation Test

    By Guest Transeth, January 21, 2014
    • 6 replies
    • 4.2k views
    • 
    • My 2 cents
    • February 3, 2014

19. 414(s) compensation testing

    By AKconsult, September 7, 2018
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 10, 2018

20. 414(s) related and bonuses being tested

    By Jakyasar, November 9, 2021
    • 2 replies
    • 1.2k views
    • 
    • DMcGovern
    • November 10, 2021

21. 414(s) testing questions

    By BG5150, August 7, 2019
    • 9 replies
    • 3.5k views
    • 
    • BG5150
    • August 8, 2019

22. 414s exclusions, 2% S-corp owner health insurance

    By Just Tri, February 5, 2020
    • 1 reply
    • 1k views
    • 
    • Larry Starr
    • February 5, 2020

23. 414S Nondiscrimation test

    By Guest kangerooster, November 19, 2004
    • 1 reply
    • 2.5k views
    • 
    • AndyH
    • November 19, 2004

24. 414s safe harbor exclusions

    By Just Tri, May 28, 2020
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • May 28, 2020

25. 415 amounts calculated incorrectly

    By Guest Lisak, February 26, 2008
    • 0 replies
    • 788 views
    • 
    • Guest
    • February 26, 2008

26. 415 and aggregation with 403(b)

    By Belgarath, April 8, 2008
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • April 8, 2008

27. 415 annual additions limit

    By Santo Gold, February 9, 2011
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 9, 2011

28. 415 compensation

    By Santo Gold, February 14, 2005
    • 1 reply
    • 1.8k views
    • 
    • jquazza
    • February 15, 2005

29. 415 Compensation Question

    By MarZDoates, January 13, 2016
    • 2 replies
    • 1.7k views
    • 
    • MarZDoates
    • January 14, 2016

30. 415 exceeded

    By 52626, July 13, 2022
    • 4 replies
    • 1.4k views
    • 
    • jsample
    • July 14, 2022

31. 415 excess in pooled account

    By BG5150, October 2, 2020
    • 2 replies
    • 846 views
    • 
    • BG5150
    • October 2, 2020

32. 415 excesses--why deferrals first?

    By BG5150, April 10, 2012
    • 3 replies
    • 974 views
    • 
    • Tom Poje
    • April 10, 2012

33. 415 issue for employees of purchased company

    By dmb, May 22, 2001
    • 3 replies
    • 1.4k views
    • 
    • rcline46
    • May 23, 2001

34. 415 language for multiple DC plans

    By Belgarath, September 18, 2012
    • 0 replies
    • 787 views
    • 
    • Belgarath
    • September 18, 2012

35. 415 limit $35,000 or $40,000?

    By Lynn Campbell, December 12, 2001
    • 1 reply
    • 1.4k views
    • 
    • MGB
    • December 12, 2001

36. 415 limit default

    By Tom Poje, July 8, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 8, 2008

37. 415 limit for profit sharing plan with 3/31/2005 year end

    By Lynn Campbell, March 30, 2005
    • 6 replies
    • 1.3k views
    • 
    • Lori Friedman
    • March 30, 2005

38. 415 Limit in Controlled Group

    By Lynn Campbell, March 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Disco Stu
    • March 1, 1999

39. 415 Limit Non-Calendar Year Plans

    By Guest dyoder, December 14, 2004
    • 2 replies
    • 2.7k views
    • 
    • SoCalActuary
    • December 14, 2004

40. 415 limit with 2 businesses

    By betheeg, March 6, 2006
    • 5 replies
    • 1.6k views
    • 
    • betheeg
    • March 7, 2006

41. 415 Limits

    By Guest Hartnett123, June 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • June 23, 2004

42. 415 Limits for Profit Sharing Plan plus Govt. Plan

    By DP, April 21, 2004
    • 2 replies
    • 1.5k views
    • 
    • DP
    • April 21, 2004

43. 415 limits for short initial plan year.

    By Jeff Kirtner, October 11, 1999
    • 6 replies
    • 7.7k views
    • 
    • Richard Anderson
    • March 1, 2001

44. 415 limits in DC plans

    By Santo Gold, February 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • himt4
    • February 14, 2007

45. 415 limits, SEP and 403b contributions and control requirements

    By Guest ithprof, January 6, 2011
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • January 21, 2011

46. 415 reduction for overlapping plan years

    By AlbanyConsultant, November 19, 2020
    • 8 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 24, 2020

47. 415 regs

    By Tom Poje, April 16, 2007
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • April 16, 2007

48. 415 Self Employed

    By Guest mcw, May 24, 2006
    • 9 replies
    • 1.6k views
    • 
    • saabraa
    • May 24, 2006

49. 415 Suspense Account / Rev. Rul. 2001-51

    By Guest lawkid, August 15, 2002
    • 3 replies
    • 5.7k views
    • 
    • Mike Preston
    • August 16, 2002

50. 415(c) limitation for terminating DC plan

    By Belgarath, October 23
    • 4 replies
    • 545 views
    • 
    • Belgarath
    • October 24