Retirement Plans in General

5,781 topics in this forum

1. Self-Employed Deferrals

   By Guest rhector12, September 12, 2005
   • 2 replies
   • 3.3k views
   • 
   • Guest
   • September 13, 2005

2. Compensation in Top-Heavy PS Plan

   By Guest notapensiongeek, June 12, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • June 14, 2006

3. Income to plan as a result of Revenue Sharing Agreement

   By katieinny, November 17, 2011
   • 2 replies
   • 987 views
   • 
   • katieinny
   • November 17, 2011

4. Plan for a FA's company... PTE if the owner is the advisor?

   By AlbanyConsultant, December 14, 2016
   • 2 replies
   • 601 views
   • 
   • Peter Gulia
   • December 14, 2016

5. RMD postponement for CARES

   By Dennis G., April 6, 2020
   • 2 replies
   • 1.1k views
   • 
   • RAH401(k)
   • April 7, 2020

6. Prohibited Transaction Exemption

   By Archimage, October 12, 2004
   • 2 replies
   • 1.1k views
   • 
   • JAY21
   • October 12, 2004

7. Penalty for Missing SSA

   By richard, October 22, 1998
   • 2 replies
   • 1.8k views
   • 
   • Dawn Hafner
   • October 22, 1998

8. Is 5330 needed for amounts returned due to 415 limits?

   By Guest dlm, August 26, 1999
   • 2 replies
   • 2.6k views
   • 
   • Disco Stu
   • August 27, 1999

9. 5500SF related

   By Jakyasar, September 13, 2022
   • 2 replies
   • 767 views
   • 
   • Jakyasar
   • September 13, 2022

10. What type of retirement plan can be set up?

    By Jeannine, January 16, 2023
    • 2 replies
    • 1.2k views
    • 
    • Jakyasar
    • January 17, 2023

11. Phased Retirement

    By Guest Phased, August 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • August 9, 2004

12. Pension Protection Act; some key effects

    By Guest Enda80, October 4, 2008
    • 2 replies
    • 881 views
    • 
    • Guest
    • October 4, 2008

13. Does everyone perform a full administration for their Solo K clients?

    By BTPA, December 14, 2023
    • 2 replies
    • 826 views
    • 
    • Dare Johnson
    • December 15, 2023

14. Job hopping in a Controlled Group

    By KateSmithPA, November 14, 2001
    • 2 replies
    • 2k views
    • 
    • jaemmons
    • November 15, 2001

15. Truth In Lending

    By Guest merlin, October 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • October 8, 2002

16. Rollover from foreign plan?

    By Guest draper, October 28, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2003

17. 404a-5 fee disclosures

    By Belgarath, August 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 30, 2012

18. Electronic signatures

    By davef, July 11, 2000
    • 2 replies
    • 1.7k views
    • 
    • davef
    • July 24, 2000

19. Can a qualified plan (profit sharing) be custodied in trust account?

    By Guest LaurenG, October 11, 2011
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • October 12, 2011

20. Withholding rules for Canadian's annuity directly deposited to US banking institution

    By KaJay, October 19, 2018
    • 2 replies
    • 668 views
    • 
    • KaJay
    • October 19, 2018

21. Amendment timing

    By dmb, April 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 5, 2002

22. Controlled Group - 410(b) transitional rule

    By dmb, August 31, 2004
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • August 31, 2004

23. Freezing MPPP

    By chris, September 2, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • September 3, 1999

24. Changing MPP Contribution Mid-Year

    By DP, June 22, 2001
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • June 22, 2001

25. Plan document issues when sponsoring finan. insti. is bought by anothe

    By Guest Kathleen Fouquet, September 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • September 13, 2001

26. Six months for period of service requirement for entry into a retirement plan, must you use elapsed time?

    By Guest Enda80, May 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 16, 2008

27. Employees of foreign subsidiary and coverage testing

    By Guest Jim Debs, October 26, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 28, 1998

28. Union members

    By pbarrett, September 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 7, 1999

29. HCE determination

    By Jakyasar, February 16, 2022
    • 2 replies
    • 808 views
    • 
    • Bill Presson
    • February 17, 2022

30. Target Benefit Plans

    By Guest 91smithie, May 17, 2002
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • May 17, 2002

31. 501(c)(18)

    By Guest lskin, August 16, 2006
    • 2 replies
    • 12.1k views
    • 
    • saabraa
    • August 19, 2006

32. Translation into common English please

    By Tom Poje, November 29, 2012
    • 2 replies
    • 903 views
    • 
    • Tom Poje
    • November 29, 2012

33. Foreign Entity wanting a US plan

    By Hojo, September 17, 2013
    • 2 replies
    • 905 views
    • 
    • Hojo
    • September 17, 2013

34. Top 20% election - employees who have irrevocably waived

    By Belgarath, September 21, 2015
    • 2 replies
    • 839 views
    • 
    • ESOP Guy
    • September 22, 2015

35. Three Partners, one wants a 401(k) Plan

    By pjbaer, February 6, 2017   

    • simple plan
    • 401(k) plan
    • 2 replies
    • 623 views
    • 
    • pjbaer
    • February 8, 2017

36. Date for late refunds: process or check date?

    By BG5150, April 19, 2022
    • 2 replies
    • 679 views
    • 
    • Nate S
    • April 21, 2022

37. Who can establish a solo 401(k)?

    By Francis, April 10, 2024
    • 2 replies
    • 806 views
    • 
    • Francis
    • April 10, 2024

38. Combo plan, CG, deduction related

    By Jakyasar, December 19, 2025
    • 2 replies
    • 355 views
    • 
    • Jakyasar
    • December 19, 2025

39. Vesting Service going from SIMPLE to 401(k)

    By dmb, October 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • October 13, 2004

40. Allowable Plan Administrative Expenses

    By Guest Leigh, October 29, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • November 2, 1998

41. HAPPY HOLIDAYS!

    By CuseFan, December 19, 2025
    • 2 replies
    • 345 views
    • 
    • RatherBeGolfing
    • December 24, 2025

42. Multiple Employer Plan Contributions

    By Guest Callan, August 6, 2002
    • 2 replies
    • 2.1k views
    • 
    • alanm
    • August 12, 2002

43. HEART Act

    By Belgarath, January 6, 2010
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • January 6, 2010

44. 408(b)(2) disclosures

    By Belgarath, January 3, 2012
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • January 5, 2012

45. Profit sharing allocation requirement - anti-cutback

    By Belgarath, February 18, 2022
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • February 18, 2022

46. I was gaslit during the divorce about a large annuity

    By Gaslit, August 17, 2024
    • 2 replies
    • 902 views
    • 
    • Peter Gulia
    • August 18, 2024

47. Restoration of forfeited benefits...

    By jaemmons, May 5, 2004
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 18, 2004

48. New Controlled Group Determination

    By Guest PCS Inc, January 4, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 4, 2007

49. Contributions by LLC

    By Randy Watson, August 15, 2007
    • 2 replies
    • 1.1k views
    • 
    • Kimberly S
    • August 15, 2007

50. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.6k views
    • 
    • ldr
    • September 17, 2020