Retirement Plans in General

5,750 topics in this forum

1. Vesting for New Hires

   By Guest Cbanarer, July 10, 2002
   • 5 replies
   • 4.2k views
   • 
   • Tom Poje
   • July 16, 2002

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

   By richard, November 19, 1998
   • 9 replies
   • 4.2k views
   • 
   • alanm
   • December 4, 2000

3. IRS Audit question

   By Dalai Pookah, June 10
   • 8 replies
   • 4.2k views
   • 
   • david rigby
   • June 12

4. Sole Proprietor Profit Sharing Plan

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

5. TEFRA 242(b)(2) Election

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

6. Employer Entity Type APDLLC?

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

7. 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

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

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

9. Fringe benefits

   By K2retire, February 7, 2017   

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

10. 414(s) Compensation Test

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

11. SECURE Act related

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

12. update to SS-4 TIN website - SSN required?

    By justanotheradmin, January 2, 2018   

    • ss-4
    • tin
    • (and 1 more)

      Tagged with:

      • ss-4
      • tin
      • irs
    • 10 replies
    • 4.2k views
    • 
    • ERISAcpr
    • August 1, 2019

13. retirement distribution after divorce and remarriage

    By mxc, September 5, 2016
    • 2 replies
    • 4.1k views
    • 
    • Alex Jhon
    • May 29

14. Participation & Top Heavy Requirements

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

15. Excluding older employee

    By MoShawn, November 20, 2008
    • 30 replies
    • 4.1k views
    • 
    • K2retire
    • December 12, 2008

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

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

17. Sub S shareholder "wages"

    By thepensionmaven, April 11, 2018
    • 15 replies
    • 4.1k views
    • 
    • BG5150
    • April 13, 2018

18. Missed RMD's - IRS waiver of penalties

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

19. Wasting Trust

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

20. Carry forward non-deductible PS contributions

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

21. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.1k views
    • 
    • Mike Preston
    • July 26, 2016

22. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • March 10, 2017

23. Who's got my retirement plan?

    By Guest MaryKJSM, December 1, 1998
    • 2 replies
    • 4k views
    • 
    • Guest
    • December 19, 1998

24. Whatever became of Ira Cohen?

    By Guest 401der, November 19, 2004
    • 6 replies
    • 4k views
    • 
    • Kirk Maldonado
    • November 19, 2004

25. Master Custodian Request for Proposal

    By Guest Jhagan, November 6, 2002
    • 0 replies
    • 4k views
    • 
    • Guest
    • November 6, 2002

26. Rollover in service distribution

    By thepensionmaven, April 17
    • 5 replies
    • 4k views
    • 
    • Lou S.
    • April 17

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

    By KaJay, May 15
    • 14 replies
    • 4k views
    • 
    • KaJay
    • May 22

28. DOL Investigations

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

29. Is Severance Pay always considered compensation?

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

30. 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

31. Stock Sale vs. Asset Sale

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

32. DB valuations as of first day of plan year

    By Cynchbeast, July 23, 2014
    • 9 replies
    • 4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

33. davis bacon prevailing wage plan

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

34. Leased employee and controlled group related

    By Jakyasar, September 4
    • 3 replies
    • 4k views
    • 
    • Jakyasar
    • September 5

35. Nondiscrimination testing on multiple plans of a controlled group

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

36. Trust income received after plan termination

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

37. Failure to file 1099-R

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

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

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

39. Trust Agreements in Prototype Plans

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

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

    By Guest EPS, May 7, 2002
    • 18 replies
    • 3.9k views
    • 
    • Mike Preston
    • May 16, 2002

41. vesting in short year

    By Guest m.n.ouellette, January 28, 2008
    • 11 replies
    • 3.9k views
    • 
    • mming
    • March 12, 2008

42. Eligibility using elapsed time method

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

43. Amend to change Profit Sharing Allocation method after year end

    By Old Reliable, July 8
    • 15 replies
    • 3.9k views
    • 
    • David D
    • August 14

44. ROBS Plans

    By Belgarath, March 10, 2017
    • 23 replies
    • 3.9k views
    • 
    • Peter Gulia
    • March 30, 2017

45. Top heavy balance question, what do you include?

    By Guest Enda80, March 22, 2008
    • 12 replies
    • 3.9k views
    • 
    • Mike Preston
    • March 27, 2008

46. Brother-Sister Controlled Group

    By Guest Enda80, January 20, 2008
    • 3 replies
    • 3.9k views
    • 
    • Jim Chad
    • April 3, 2008

47. Must a fiduciary do something about a plan that in form is tax-disqualified?

    By Peter Gulia, June 21, 2013   

    • ERISA
    • fiduciary
    • 11 replies
    • 3.9k views
    • 
    • Peter Gulia
    • June 21, 2013

48. Davis-Bacon/Prevailing Wage plan vesting

    By rcline46, June 3, 2005
    • 10 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • June 10, 2005

49. Maryland Social Security Number Privacy Act

    By stephen, February 8, 2006
    • 4 replies
    • 3.9k views
    • 
    • E as in ERISA
    • February 8, 2006

50. Controlled group - private equity platform

    By Belgarath, May 15
    • 6 replies
    • 3.9k views
    • 
    • Belgarath
    • May 16