Retirement Plans in General

5,753 topics in this forum

1. Controlled Groups and SEP's

   By Guest, May 6, 2000
   • 2 replies
   • 1.4k views
   • 
   • richard
   • May 9, 2000

2. Plan year different from Tax Year of Corporation - Help !

   By Guest rffahey, June 16, 2004
   • 3 replies
   • 1.4k views
   • 
   • mbozek
   • June 17, 2004

3. Fee Study

   By Guest Jhagan, May 6, 1999
   • 1 reply
   • 1.4k views
   • 
   • Lorraine Dorsa
   • May 17, 1999

4. Affiliated Service Group

   By JAY21, June 6, 2006
   • 4 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • June 16, 2006

5. Controlled Group and Coverage

   By perkinsran, July 9, 2011
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • July 11, 2011

6. Revenue Ruling 99-51

   By John A, December 14, 1999
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • December 14, 1999

7. County Money rolling into a 401(k) Plan?

   By Guest KarenLS, January 5, 2000
   • 1 reply
   • 1.4k views
   • 
   • Alonzo
   • January 6, 2000

8. New SEP Limit?

   By Guest Andy Mayo, June 14, 2001
   • 1 reply
   • 1.4k views
   • 
   • davef
   • June 14, 2001

9. Appointing a Trustee

   By mming, July 13, 2001
   • 0 replies
   • 1.4k views
   • 
   • mming
   • July 13, 2001

10. "Simplified" GUST Determination Letter Procedures

    By davef, July 9, 2001
    • 0 replies
    • 1.4k views
    • 
    • davef
    • July 9, 2001

11. household employee of business owner

    By J Simmons, August 13, 2019
    • 3 replies
    • 1.4k views
    • 
    • J Simmons
    • August 13, 2019

12. Can a 401(k) plan pay fees to a "registered investment advisor (R

    By Moe Howard, April 25, 2001
    • 1 reply
    • 1.4k views
    • 
    • IRC401
    • April 29, 2001

13. MP conversion to profit sharing

    By k man, May 15, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 15, 2002

14. Amended Schedule C Effect on PST Contr.

    By Guest K Thompson, May 11, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 11, 1999

15. Amount of after-tax basis not available

    By Guest Sieve, April 27, 2010
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • April 30, 2010

16. Required minimum distribution

    By Rob, September 22, 2021
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • September 22, 2021

17. Privacy Issues

    By thepensionmaven, August 18, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 28, 2012

18. Predecessor plan

    By Cynchbeast, September 8, 2013
    • 2 replies
    • 1.4k views
    • 
    • GMK
    • September 9, 2013

19. Safe Harbor or General Nondiscrimination Test

    By Guest mhicks, October 6, 2006
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 6, 2006

20. compensation questions

    By AKconsult, May 13, 2009
    • 0 replies
    • 1.4k views
    • 
    • AKconsult
    • May 13, 2009

21. Estimated Indexed Limits for 2000?

    By Alf, September 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Alf
    • September 30, 1999

22. QDRO payout dispute

    By Pension RC, October 26, 2016
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • October 26, 2016

23. Forfeitures

    By ALBailey, May 25, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • May 25, 2007

24. SSN on Participant Statement Prohibited by HIPAA?

    By Guest Rider, August 6, 2007
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • August 23, 2007

25. Freeze MPPP

    By chris, August 12, 2002
    • 5 replies
    • 1.4k views
    • 
    • jaemmons
    • August 13, 2002

26. Katrina amendments

    By MarZDoates, December 28, 2005
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • December 28, 2005

27. profit sharing plan contribution limits

    By GrammieMame, December 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • December 7, 2011

28. vesting

    By Lori H, March 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • Lori H
    • March 30, 2007

29. Coverage Testing/Top Heavy Testing

    By Guest cherylb01, December 3, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • December 3, 2013

30. 2005 Profit Sharing Max

    By Guest steve55, December 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2005

31. IRC416 Top Heavy

    By Guest jusducki, July 14, 2003
    • 3 replies
    • 1.4k views
    • 
    • Steve72
    • July 15, 2003

32. Terminated Employee in DC plan - 410(b)

    By cohendrake, June 16, 2016   

    • 410(b) top-heavy
    • 4 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 17, 2016

33. nonqualified money in a qualified plan

    By Guest jrose, June 7, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 1999

34. QSERP Benefits for Former HCEs

    By Guest HarveyC, January 11, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 11, 2002

35. 404(a)/408(b) required for pooled accounts?

    By kwalified, March 6, 2012
    • 5 replies
    • 1.4k views
    • 
    • kwalified
    • March 7, 2012

36. Amending MPPP to have different allocation percentages.

    By jkharvey, January 22, 2001
    • 0 replies
    • 1.4k views
    • 
    • jkharvey
    • January 22, 2001

37. Transit/parking plans

    By Guest EDD, February 27, 2003
    • 9 replies
    • 1.4k views
    • 
    • GBurns
    • March 6, 2003

38. How to Choose Best Retirement Plan for Small Business

    By Guest Deborah, June 2, 1999
    • 4 replies
    • 1.4k views
    • 
    • Larry M
    • June 4, 1999

39. DB plan - RMD related

    By Jakyasar, November 16, 2022
    • 6 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • November 21, 2022

40. QSLOBs

    By J. Bringhurst, July 27, 2006
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • July 27, 2006

41. 415 limit for profit sharing plan with 3/31/2005 year end

    By Lynn Campbell, March 30, 2005
    • 6 replies
    • 1.4k views
    • 
    • Lori Friedman
    • March 30, 2005

42. Target Benefit Plan

    By Guest GMec, July 8, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • July 8, 2009

43. TOPHEAVY INTEGRATED PLAN

    By Guest dlm, January 3, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 3, 2007

44. When must bond for "non-qualifying plan assets" be effective

    By John A, April 26, 2001
    • 0 replies
    • 1.4k views
    • 
    • John A
    • April 26, 2001

45. Can an RMD based on an IRA balance be satisfied by taking the required

    By Guest Kathleen Fouquet, November 30, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 7, 2001

46. Excise Tax

    By Dougsbpc, November 26, 2012
    • 5 replies
    • 1.3k views
    • 
    • Dougsbpc
    • November 29, 2012

47. Self Employed

    By R. Butler, September 18, 2002
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • September 19, 2002

48. Orphan Plan question

    By mariemonroe, January 9, 2013
    • 1 reply
    • 1.3k views
    • 
    • MoJo
    • January 9, 2013

49. 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

50. Combo plan testing related

    By Jakyasar, November 1, 2024
    • 1 reply
    • 1.3k views
    • 
    • CuseFan
    • November 1, 2024