Retirement Plans in General

5,753 topics in this forum

1. controlled groups and attribution

   By Guest Bob Monte, September 4, 2001
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 5, 2001

2. How does a plan define disability if there is no Social Security determination?

   By Peter Gulia, October 3
   • 3 replies
   • 1.3k views
   • 
   • Artie M
   • October 6

3. Change Top Heavy from all to Non Key only during RAP?

   By SRM, April 26, 2002
   • 3 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • April 26, 2002

4. Change in Vesting Schedule

   By chris, September 20, 2001
   • 0 replies
   • 1.3k views
   • 
   • chris
   • September 20, 2001

5. Controlled group issues, related employers

   By dan.jock, January 10, 2017
   • 6 replies
   • 1.3k views
   • 
   • dan.jock
   • January 10, 2017

6. Removing Participant Directed Investments

   By kmciver, May 23, 2003
   • 5 replies
   • 1.3k views
   • 
   • Guest
   • May 28, 2003

7. LIP Plan

   By Guest Jim Brennan, May 25, 2000
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 25, 2000

8. "Way out there" question re: life insurance in a QP

   By SMB, May 11, 2005
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • May 12, 2005

9. Amendments restricting in-kind distributions: 1) same effective date r

   By John A, November 8, 2000
   • 0 replies
   • 1.3k views
   • 
   • John A
   • November 8, 2000

10. New Comparability Plans for Sole Props

    By Guest brunkcb, March 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 11, 2002

11. Compensation for Benefits

    By rcline46, April 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • April 26, 2007

12. OBRA 93 Amendment

    By rcline46, March 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • rcline46
    • March 1, 2011

13. "Omnibus" account for tax withholdings

    By Guest Doug Johnston, October 20, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 20, 2001

14. Purchasing unmarketable assets of a plan

    By eilano, June 21, 2001
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 21, 2001

15. Making up fees assessed to participants

    By jquazza, November 16, 2010
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • November 18, 2010

16. PPA Vesting

    By mming, March 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • Peanut Butter Man
    • March 30, 2007

17. $64,000 question -- it this a top heavy plan

    By maverick, May 3, 2002
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • May 3, 2002

18. Transferring assets

    By k man, June 18, 2001
    • 0 replies
    • 1.3k views
    • 
    • k man
    • June 18, 2001

19. How often should Plan Trustees meet?

    By TPAnnie, April 13, 2016
    • 6 replies
    • 1.3k views
    • 
    • ESOP Guy
    • April 19, 2016

20. Allocating earnings on pooled acct Money Purchase

    By kwalified, December 22, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 22, 2011

21. Contribution due date for 501(c) organization

    By Guest MEWilson, April 13, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • April 16, 2004

22. Loan info

    By Guest DazedAndConfused, June 26, 2007
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • June 27, 2007

23. Eligibility Question

    By bzorc, January 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • January 5, 2002

24. Top Heavy DC & DB Plans for Mid-Size Physicians Group

    By Guest Jaym32, July 30, 2009
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • July 31, 2009

25. using IRA funds to purchase a business

    By Guest jigpsu, February 8, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 9, 2006

26. Insurance Incidental Limits

    By Craig Schiller, November 30, 2001
    • 0 replies
    • 1.3k views
    • 
    • Craig Schiller
    • November 30, 2001

27. New 5329 allows request for waiver of underdistribution penalty

    By jevd, January 16, 2008
    • 0 replies
    • 1.3k views
    • 
    • jevd
    • January 16, 2008

28. reasonable business classification

    By imchipbrown, February 13, 2018
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 14, 2018

29. "Transaction Privelege, Use, and Severance Tax Return - (TPT-EZ)

    By Belgarath, May 8, 2020
    • 3 replies
    • 1.3k views
    • 
    • Larry Starr
    • May 9, 2020

30. Top Heavy & Multiple Employer Plan

    By dcoderre, April 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • dcoderre
    • April 5, 2003

31. 414 Limit

    By Guest WantsToLearn, February 7, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 7, 2007

32. DC plan did not restate for Cycle 3

    By Jakyasar, February 1, 2024
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • February 1, 2024

33. Target Benefit Plans

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

34. Top-paid group election question; it does not overrule the ownership or more than 5% of a company, correct?

    By Guest Enda80, March 23, 2008
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 23, 2008

35. Late profit sharing contribution

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

36. Top Heavy minimum contribution in a DC plan

    By dmb, June 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 6, 2000

37. LLC "Compensation" Strategies

    By Christine Roberts, September 10, 1999
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • September 10, 1999

38. help

    By Guest oleg, April 7, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 8, 2002

39. 401 Rollover --need advice asap

    By Guest charxyz, October 30, 2008
    • 7 replies
    • 1.3k views
    • 
    • masteff
    • November 20, 2008

40. Compensation and Termination

    By imchipbrown, September 13, 1999
    • 0 replies
    • 1.3k views
    • 
    • imchipbrown
    • September 13, 1999

41. Pooled Employer Plans

    By D.J. Simonetti, May 23, 2020
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 26, 2020

42. Coverage

    By Guest Sieve, February 3, 2009
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • February 3, 2009

43. Non-rollover IRA money rolled into qualified plan; treated like a deem

    By katieinny, January 27, 2003
    • 7 replies
    • 1.3k views
    • 
    • katieinny
    • January 28, 2003

44. Privacy

    By Guest wendycatherine, March 19, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2002

45. Withdrawn Regulations

    By smm, July 24, 2002
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • July 25, 2002

46. limiting compensation in a profit sharing plan

    By Guest Elizabeth Gaskins, February 22, 2002
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 22, 2002

47. plan admin qt.

    By Guest mab, November 5, 2002
    • 3 replies
    • 1.3k views
    • 
    • IRC401
    • November 16, 2002

48. removing in-service distributions

    By Guest mringo, July 7, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • July 7, 2003

49. What gets an employer (or plan trustee) sued?

    By Peter Gulia, April 23, 2013
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 9, 2013

50. Garnishment of CHURCH PLAN pension benefits

    By Guest krijowri, April 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 20, 2009