Retirement Plans in General

5,768 topics in this forum

1. Controlled Group

   By mming, August 11, 2006
   • 22 replies
   • 4.3k views
   • 
   • Moe Howard
   • August 29, 2006

2. "Special Trustee" responsible for contribution deposits

   By AndrewZ, September 1, 2015
   • 11 replies
   • 4.3k views
   • 
   • Peter Gulia
   • September 4, 2015

3. Replacing market value adjustment on conversion

   By Guest Sieve, August 14, 2008
   • 7 replies
   • 4.3k views
   • 
   • Guest
   • December 5, 2008

4. Top Heavy Vesting

   By nancy, September 7, 2004
   • 18 replies
   • 4.3k views
   • 
   • AndyH
   • September 10, 2004

5. 2026 COLA Projection of Dollar Limits

   By John Feldt ERPA CPC QPA, August 12, 2025
   • 15 replies
   • 4.3k views
   • 
   • John Feldt ERPA CPC QPA
   • October 24, 2025

6. IRS Audit question

   By Dalai Pookah, June 10, 2025
   • 8 replies
   • 4.3k views
   • 
   • david rigby
   • June 12, 2025

7. Retirement Plans for Independent Contractors; I understand there are s

   By richard, November 19, 1998
   • 9 replies
   • 4.3k views
   • 
   • alanm
   • December 4, 2000

8. Guaranteed payments to a partner

   By Belgarath, March 9, 2017
   • 3 replies
   • 4.3k views
   • 
   • Kevin C
   • March 10, 2017

9. Vesting for New Hires

   By Guest Cbanarer, July 10, 2002
   • 5 replies
   • 4.3k views
   • 
   • Tom Poje
   • July 16, 2002

10. Retirement Plan Expenses

    By Egold, August 30, 2025
    • 1 reply
    • 4.3k views
    • 
    • Bill Presson
    • August 30, 2025

11. Sub S shareholder "wages"

    By thepensionmaven, April 11, 2018
    • 15 replies
    • 4.3k views
    • 
    • BG5150
    • April 13, 2018

12. Fringe benefits

    By K2retire, February 7, 2017   

    • compensation definition
    • excluded compensation
    • 4 replies
    • 4.2k views
    • 
    • ERISADC
    • November 14, 2018

13. TEFRA 242(b)(2) Election

    By LCARUSI, April 7, 1999
    • 1 reply
    • 4.2k views
    • 
    • Guest
    • April 7, 1999

14. MEP situation - one of the more bizarre situations I've encountered

    By Belgarath, September 4, 2025
    • 4 replies
    • 4.2k views
    • 
    • Artie M
    • September 4, 2025

15. Reporting 402(g) Excess of Designated Roth Deferrals After April 15

    By KaJay, May 15, 2025
    • 14 replies
    • 4.2k views
    • 
    • KaJay
    • May 22, 2025

16. Sole Proprietor Profit Sharing Plan

    By Guest Joe Rak, March 11, 2009
    • 7 replies
    • 4.2k views
    • 
    • J Simmons
    • March 16, 2009

17. retirement distribution after divorce and remarriage

    By mxc, September 5, 2016
    • 2 replies
    • 4.2k views
    • 
    • Alex Jhon
    • May 29, 2025

18. Employer Entity Type APDLLC?

    By Susan S., September 24, 2013
    • 2 replies
    • 4.2k views
    • 
    • Lou S.
    • September 24, 2013

19. Allocation of forfeitures in frozen MPP plan???

    By chris, May 13, 2002
    • 12 replies
    • 4.2k views
    • 
    • Tom Poje
    • May 20, 2002

20. Is Anyone Familar with a Product Called The Pension Transfer Trust Plan?

    By Guest Edward McElroy, November 11, 2004
    • 2 replies
    • 4.2k views
    • 
    • GBurns
    • November 12, 2004

21. SECURE Act related

    By Jakyasar, December 31, 2019
    • 25 replies
    • 4.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 23, 2020

22. 414(s) Compensation Test

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

23. Rollover in service distribution

    By thepensionmaven, April 17, 2025
    • 5 replies
    • 4.2k views
    • 
    • Lou S.
    • April 17, 2025

24. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.2k views
    • 
    • Mike Preston
    • July 26, 2016

25. Excluding older employee

    By MoShawn, November 20, 2008
    • 30 replies
    • 4.2k views
    • 
    • K2retire
    • December 12, 2008

26. Participation & Top Heavy Requirements

    By Guest jgordon, July 20, 2004
    • 13 replies
    • 4.2k views
    • 
    • Guest
    • July 27, 2004

27. Is this a prohibited transaction? Is there an exemption?

    By Guest Iwonder, March 10, 2009
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • March 18, 2009

28. Missed RMD's - IRS waiver of penalties

    By Belgarath, October 28, 2015
    • 9 replies
    • 4.1k views
    • 
    • Tom Poje
    • November 4, 2015

29. Carry forward non-deductible PS contributions

    By Guest sritts, April 23, 2004
    • 10 replies
    • 4.1k views
    • 
    • Guest
    • April 27, 2004

30. ROBS Plans

    By Belgarath, March 10, 2017
    • 23 replies
    • 4.1k views
    • 
    • Peter Gulia
    • March 30, 2017

31. DB valuations as of first day of plan year

    By Cynchbeast, July 23, 2014
    • 9 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

32. Wasting Trust

    By Guest taj32z, November 19, 2002
    • 9 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • November 20, 2002

33. Who's got my retirement plan?

    By Guest MaryKJSM, December 1, 1998
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • December 19, 1998

34. Whatever became of Ira Cohen?

    By Guest 401der, November 19, 2004
    • 6 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • November 19, 2004

35. DOL Investigations

    By Guest bobolink, May 1, 2009
    • 4 replies
    • 4.1k views
    • 
    • A Shot in the Dark
    • May 4, 2009

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

    By J Simmons, July 10, 2008
    • 13 replies
    • 4.1k views
    • 
    • Guest
    • December 4, 2008

37. Master Custodian Request for Proposal

    By Guest Jhagan, November 6, 2002
    • 0 replies
    • 4.1k views
    • 
    • Guest
    • November 6, 2002

38. Trust income received after plan termination

    By imchipbrown, May 6, 2025
    • 14 replies
    • 4k views
    • 
    • Peter Gulia
    • May 9, 2025

39. Disability Pay on a W-2 by the insurance company?

    By Belgarath, August 11, 2022
    • 5 replies
    • 4k views
    • 
    • Belgarath
    • August 15, 2022

40. davis bacon prevailing wage plan

    By Guest pensiondoc, September 25, 1998
    • 7 replies
    • 4k views
    • 
    • Guest
    • July 27, 1999

41. Is Severance Pay always considered compensation?

    By Lynn Campbell, March 30, 2000
    • 6 replies
    • 4k views
    • 
    • Guest
    • April 16, 2001

42. Nondiscrimination testing on multiple plans of a controlled group

    By R. Butler, June 13, 2001
    • 4 replies
    • 4k views
    • 
    • R. Butler
    • June 14, 2001

43. Stock Sale vs. Asset Sale

    By Guest HarveyC, October 15, 2002
    • 4 replies
    • 4k views
    • 
    • Kirk Maldonado
    • October 21, 2002

44. Failure to file 1099-R

    By Guest Cbanarer, November 24, 1998
    • 2 replies
    • 4k views
    • 
    • Guest
    • November 25, 1998

45. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 4k views
    • 
    • NJ Mike
    • June 28, 2019

46. Owner opting out of employer contribution. Can he do that?

    By Guest EPS, May 7, 2002
    • 18 replies
    • 4k views
    • 
    • Mike Preston
    • May 16, 2002

47. A non profit can sponsor a Profit Sharing Plan.....

    By Lori H, November 19, 2010
    • 3 replies
    • 4k views
    • 
    • Lori H
    • November 19, 2010

48. Trust Agreements in Prototype Plans

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

49. vesting in short year

    By Guest m.n.ouellette, January 28, 2008
    • 11 replies
    • 4k views
    • 
    • mming
    • March 12, 2008

50. Eligibility using elapsed time method

    By Belgarath, February 27, 2013
    • 4 replies
    • 3.9k views
    • 
    • david rigby
    • February 27, 2013