Retirement Plans in General

5,753 topics in this forum

1. KEOGH PLAN DOCUMENT - Where is it?

   By Guest Eagle Don, December 19, 2008
   • 8 replies
   • 4.7k views
   • 
   • J2D2
   • December 22, 2008

2. KEOGH Plan information

   By Guest MAP, December 13, 2000
   • 6 replies
   • 2.5k views
   • 
   • Guest
   • December 16, 2000

3. Keogh rollover doc requirements

   By perrybo, December 24, 2023
   • 1 reply
   • 864 views
   • 
   • Bird
   • December 26, 2023

4. Keogh vs SEP - Asset Protection - Seeking Articles on Subject

   By Guest kprhok, September 25, 2009
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • September 25, 2009

5. key ee in 2 cos., $30,000 in 2 MP plan?

   By Earl, November 8, 2000
   • 1 reply
   • 1.4k views
   • 
   • Richard Anderson
   • November 8, 2000

6. Key employee

   By abanky, March 5, 2009
   • 3 replies
   • 1.7k views
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   • Kevin C
   • March 5, 2009

7. Key Employee definition

   By Santo Gold, June 2, 2006
   • 1 reply
   • 1.3k views
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   • WDIK
   • June 2, 2006

8. Key Employee Determination

   By Gilmore, March 3, 2016
   • 11 replies
   • 3.4k views
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   • Gilmore
   • March 8, 2016

9. Key Employee Determination

   By Guest DTromb, May 17, 2006
   • 5 replies
   • 2.8k views
   • 
   • Guest
   • May 18, 2006

10. Key Employee in Association Plan

    By KCA, July 24, 2015
    • 0 replies
    • 750 views
    • 
    • KCA
    • July 24, 2015

11. Key Employee Question

    By Dougsbpc, October 28, 2023
    • 2 replies
    • 537 views
    • 
    • Luke Bailey
    • November 2, 2023

12. Key Employee Questions

    By buckaroo, April 4, 2008
    • 1 reply
    • 1.2k views
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    • J Simmons
    • April 5, 2008

13. Key employee who terminates employment

    By Guest DeePA, March 5, 2004
    • 4 replies
    • 2.7k views
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    • Mike Preston
    • March 6, 2004

14. Key employees and stock held in an ESOP

    By KJohnson, June 27, 2000
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • June 28, 2000

15. Key or Former Key?

    By perplexedbypensions, September 27, 2019
    • 2 replies
    • 1.1k views
    • 
    • perplexedbypensions
    • September 27, 2019

16. Key/top heavy

    By Belgarath, July 14, 2023
    • 2 replies
    • 442 views
    • 
    • Belgarath
    • July 14, 2023

17. KSOPs

    By Guest mickiemurphy, April 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • April 15, 2007

18. Lack of documentation; what code references or other official literature addresses this situation?

    By Guest Enda80, November 28, 2008
    • 2 replies
    • 851 views
    • 
    • J Simmons
    • November 28, 2008

19. Laid Off Employees - Receive Allocation?

    By Guest Suanne, January 21, 2004
    • 8 replies
    • 1.8k views
    • 
    • Jed Macy
    • January 22, 2004

20. Large Bank Merger.... Take the $ and run?

    By K-t-F, December 14, 2006
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • December 14, 2006

21. Large loss/worthless asset

    By Chippy, March 28, 2017
    • 5 replies
    • 590 views
    • 
    • Flyboyjohn
    • March 30, 2017

22. Large plan audit

    By Cynchbeast, January 16, 2020
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • January 22, 2020

23. large plan audits

    By Guest SPOT, May 10, 2004
    • 1 reply
    • 1k views
    • 
    • BFree
    • May 10, 2004

24. Large Plan to Small Plan

    By KateSmithPA, March 10, 2009
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 10, 2009

25. Large plan, no auditor's opinion

    By Cynchbeast, October 10, 2013
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • October 10, 2013

26. Last Day (of quarter) Requirement

    By dmb, May 18, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 19, 2007

27. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE, April 4, 2018
    • 5 replies
    • 1.4k views
    • 
    • Larry Starr
    • April 8, 2018

28. Last Day of Plan Year is Plan Entry Date

    By Guest, May 5, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2000

29. Last Day Requirement for Vesting?

    By Spencer, November 17, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 1999

30. Last Day Rule

    By DP, January 9, 2008
    • 4 replies
    • 1.7k views
    • 
    • Young Curmudgeon
    • January 24, 2008

31. Last day to amend for 401(a)(31) for a fiscal year plan

    By Guest Enda80, February 12, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 12, 2009

32. last minute abrupt request

    By SSRRS, March 31, 2022
    • 8 replies
    • 1.3k views
    • 
    • SSRRS
    • April 6, 2022

33. Last-day requirement in standardized m&p plans

    By Guest Hilarion, November 1, 2004
    • 10 replies
    • 2.3k views
    • 
    • Archimage
    • November 4, 2004

34. Late adopter - SB attachment

    By Jakyasar, September 23, 2024
    • 1 reply
    • 516 views
    • 
    • Calavera
    • September 23, 2024

35. Late Adoption of Cycle 3 Restatement

    By Lauren0507, October 14, 2022
    • 1 reply
    • 1.1k views
    • 
    • Cassopy
    • October 17, 2022

36. Late deposits on Form 5330

    By Cynchbeast, July 10, 2014
    • 6 replies
    • 4.4k views
    • 
    • Cynchbeast
    • July 11, 2014

37. late discretionary contributions

    By Tom Poje, August 10, 2009
    • 1 reply
    • 868 views
    • 
    • movedon
    • August 10, 2009

38. Late document amender

    By Santo Gold, August 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • August 23, 2006

39. Late Filing Penalty for Late Deposit Form 5330

    By jw721, March 30, 2023
    • 2 replies
    • 2.5k views
    • 
    • EBP
    • April 1, 2023

40. Late profit sharing contribution

    By Cynchbeast, August 13, 2020
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • August 14, 2020

41. late profit sharing contribution deposits

    By eilano, October 30, 2002
    • 0 replies
    • 1.7k views
    • 
    • eilano
    • October 30, 2002

42. Late Profit Sharing Contributions

    By Guest lerieleech, November 4, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2006

43. Late profit sharing contributions

    By Guest terric, October 8, 2004
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 22, 2004

44. Late reported deaths - tax reporting

    By Brian, July 27, 2017   

    • death
    • tax reporting
    • 6 replies
    • 1.8k views
    • 
    • JamesK
    • July 29, 2017

45. Late year amendment and vesting

    By MoShawn, May 11, 2011
    • 3 replies
    • 946 views
    • 
    • Guest
    • May 11, 2011

46. Law firm and accounting firm controlled -- cannot have same plan?

    By SheilaD, January 11, 2014   

    • controlled group
    • lawfirm
    • (and 1 more)

      Tagged with:

      • controlled group
      • lawfirm
      • non-law firm
    • 3 replies
    • 1.5k views
    • 
    • SheilaD
    • January 13, 2014

47. Law Firm ASG Question

    By Guest EMM118, March 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 24, 2009

48. Laws on benefits for wholly owned subsidiaries

    By Guest Maggie Atwood, October 11, 1999
    • 2 replies
    • 5.1k views
    • 
    • Guest
    • October 13, 1999

49. Lawsuits (class action or otherwise) where taxpayer sues third party administrator who did not maintain an updated retirement plan? If so, how have

    By Guest Enda80, November 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 20, 2008

50. Layed off employees - when do they enter a plan that has a 6 month ser

    By Guest michaelv, April 20, 2001
    • 1 reply
    • 1.3k views
    • 
    • David MacLennan
    • April 24, 2001