Retirement Plans in General

5,753 topics in this forum

1. 404a-5 fee disclosures

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

2. Electronic signatures

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

3. 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

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

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

5. Amendment timing

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

6. Controlled Group - 410(b) transitional rule

   By dmb, August 31, 2004
   • 2 replies
   • 1k views
   • 
   • dmb
   • August 31, 2004

7. Freezing MPPP

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

8. Changing MPP Contribution Mid-Year

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

9. 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

10. 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

11. Employees of foreign subsidiary and coverage testing

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

12. Union members

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

13. HCE determination

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

14. Target Benefit Plans

    By Guest 91smithie, May 17, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 17, 2002

15. 501(c)(18)

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

16. Translation into common English please

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

17. Foreign Entity wanting a US plan

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

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

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

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

    By pjbaer, February 6, 2017   

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

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

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

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

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

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

    By dmb, October 13, 2004
    • 2 replies
    • 1k views
    • 
    • dmb
    • October 13, 2004

23. Allowable Plan Administrative Expenses

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

24. Multiple Employer Plan Contributions

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

25. HEART Act

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

26. 408(b)(2) disclosures

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

27. Profit sharing allocation requirement - anti-cutback

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

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

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

29. Restoration of forfeited benefits...

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

30. New Controlled Group Determination

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

31. Contributions by LLC

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

32. Wrong EIN on 5500 filing - how to correct

    By ldr, September 17, 2020
    • 2 replies
    • 1.5k views
    • 
    • ldr
    • September 17, 2020

33. When do the provisions of a plan amendment changing eligibility and ve

    By Guest D. Neuhauser, December 7, 2001
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • December 8, 2001

34. UBIT Tax Rates (brackets)

    By JAY21, June 24, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • June 24, 2004

35. Asset Management Fees

    By MoShawn, October 6, 2009
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • October 6, 2009

36. 50/50 ownership where one person owns 100% of the stock?

    By Belgarath, May 5, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • May 5, 2004

37. Coverage Testing (410(b) ) Query

    By Guest D_NITSCHE, November 6, 1998
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 6, 1998

38. 410(b) and determination letters

    By AndyH, November 12, 2020
    • 2 replies
    • 536 views
    • 
    • AndyH
    • November 16, 2020

39. 5330 - Electronic Filing

    By Leopurrd-401k, March 22, 2023
    • 2 replies
    • 912 views
    • 
    • Lauren0507
    • December 7, 2023

40. ROBS 401(k)

    By still learning, January 9, 2021   

    • business financing
    • rollover
    • 2 replies
    • 962 views
    • 
    • still learning
    • January 21, 2021

41. Relius Government Forms 5500 SP2

    By Guest Robin.Wolf, May 19, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 22, 2008

42. simple ira

    By Guest lip, November 25, 2008
    • 2 replies
    • 981 views
    • 
    • Guest
    • November 26, 2008

43. Creditor protection IRA vs. Plan

    By Craig Schiller, March 27, 2013   

    • Creditor protection
    • 2 replies
    • 2.4k views
    • 
    • Craig Schiller
    • April 1, 2013

44. What type of notice when changing from integrated discretionary profit sharing plan to a cross-tested formula?

    By Guest tcunagin, December 8, 2003
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • December 9, 2003

45. Credit Service for former NonResident Alien?

    By Gilmore, August 20, 2021
    • 2 replies
    • 587 views
    • 
    • Gilmore
    • August 23, 2021

46. Automatic waiver of 60 - day rollover rule. Definition of a financial

    By Guest Factster, March 19, 2003
    • 2 replies
    • 2k views
    • 
    • Appleby
    • March 29, 2003

47. Profit Sharing Plan - Sole Proprietor to LLC

    By Guest tgraham, October 7, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 7, 2003

48. Form 5308

    By cpc0506, July 13, 2017
    • 2 replies
    • 627 views
    • 
    • cpc0506
    • July 13, 2017

49. Contolled group consequences

    By Guest djsimonetti, September 17, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 1999

50. Senior Fog

    By thepensionmaven, October 21
    • 2 replies
    • 684 views
    • 
    • Gilmore
    • October 22