Retirement Plans in General

5,781 topics in this forum

1. 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

2. UBIT Tax Rates (brackets)

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

3. Asset Management Fees

   By MoShawn, October 6, 2009
   • 2 replies
   • 1.1k views
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   • Peter Gulia
   • October 6, 2009

4. 50/50 ownership where one person owns 100% of the stock?

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

5. Coverage Testing (410(b) ) Query

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

6. 410(b) and determination letters

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

7. 5330 - Electronic Filing

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

8. ROBS 401(k)

   By still learning, January 9, 2021   

   • business financing
   • rollover
   • 2 replies
   • 1k views
   • 
   • still learning
   • January 21, 2021

9. Relius Government Forms 5500 SP2

   By Guest Robin.Wolf, May 19, 2008
   • 2 replies
   • 1.6k views
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   • Guest
   • May 22, 2008

10. simple ira

    By Guest lip, November 25, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 26, 2008

11. Creditor protection IRA vs. Plan

    By Craig Schiller, March 27, 2013   

    • Creditor protection
    • 2 replies
    • 2.5k views
    • 
    • Craig Schiller
    • April 1, 2013

12. 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
    • 2.7k views
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    • david rigby
    • December 9, 2003

13. Credit Service for former NonResident Alien?

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

14. 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

15. Profit Sharing Plan - Sole Proprietor to LLC

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

16. Form 5308

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

17. Contolled group consequences

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

18. Senior Fog

    By thepensionmaven, October 21, 2025
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • October 22, 2025

19. QDRO - retiree is re-employed

    By RGALVIN64, May 17, 2018   

    • i was awarded a qdro when me and my ex were divorcing 5 years ago. he now decided to go back to his former job. my ex cannot double dip and collect retirement while being a full-time employee. his retirement benefits will stop and he said so will my qdro.
    • can a qdro be cancelled or postponed?
    • 2 replies
    • 704 views
    • 
    • QDROphile
    • May 17, 2018

20. IRS Request for 2016 945

    By Gilmore, September 24, 2019
    • 2 replies
    • 760 views
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    • Gilmore
    • September 26, 2019

21. Rights and Features Disparity Question

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 21, 1999

22. required minimum distribution

    By Egold, January 9, 2021
    • 2 replies
    • 598 views
    • 
    • BG5150
    • January 11, 2021

23. 401k provider's loan fee deducted from loan check

    By MJ Hartman, November 1, 2013
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • November 4, 2013

24. Can a defined benefit plan be merged into a 401(k) plan?

    By rocknrolls2, September 22, 2015
    • 2 replies
    • 2.8k views
    • 
    • Tom Poje
    • September 25, 2015

25. 415 Compensation Question

    By MarZDoates, January 13, 2016
    • 2 replies
    • 1.8k views
    • 
    • MarZDoates
    • January 14, 2016

26. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown, November 12, 2019
    • 2 replies
    • 3.4k views
    • 
    • FPGuy
    • November 14, 2019

27. required minimum distributions

    By Egold, January 9, 2021
    • 2 replies
    • 576 views
    • 
    • pensiongeek
    • January 28, 2021

28. Top Heavy Plan

    By Guest BAR, October 8, 2001
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • October 8, 2001

29. Required Minimum Distribution?

    By Jilliandiz, December 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • December 8, 2003

30. splitting one plan into two... in the same asset contract?

    By AlbanyConsultant, July 31, 2019
    • 2 replies
    • 806 views
    • 
    • chc93
    • July 31, 2019

31. MPP minimum funding req. vs max annual addition

    By Guest dinkin1973, April 24, 2003
    • 2 replies
    • 996 views
    • 
    • david rigby
    • April 24, 2003

32. Controlled Group Change - New Company - New Plan timing

    By Lou S., December 11, 2017
    • 2 replies
    • 818 views
    • 
    • Lou S.
    • December 13, 2017

33. Can I start filing a 5500EZ?

    By RayJJohnsonJr, October 19, 2017
    • 2 replies
    • 469 views
    • 
    • RayJJohnsonJr
    • November 9, 2017

34. Employee in Two Plans

    By DP, December 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 29, 2003

35. Records retention

    By dmwe, August 16, 2007
    • 2 replies
    • 1k views
    • 
    • dmwe
    • August 16, 2007

36. Participant 404a fee disclosures

    By Belgarath, July 24, 2012
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • July 24, 2012

37. SAR for one-participant plans

    By cpc0506, September 23, 2015
    • 2 replies
    • 2k views
    • 
    • david rigby
    • September 24, 2015

38. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 2 replies
    • 1k views
    • 
    • scarabrad
    • January 5, 2012

39. Fees to terminated participants

    By KateSmithPA, June 25, 2001
    • 2 replies
    • 1.4k views
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    • Kirk Maldonado
    • June 26, 2001

40. Top Heavy Contribution to Frozen DC Plan

    By chris, April 24, 2003
    • 2 replies
    • 1.9k views
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    • Mike Preston
    • April 29, 2003

41. Is an employee entitled to a plan contribution based on disability pay that is not included on the Employer's W-2?

    By katieinny, January 21, 2004
    • 2 replies
    • 1k views
    • 
    • katieinny
    • January 21, 2004

42. ISA Party-in-Interest ?

    By lupacexi, October 20, 2017
    • 2 replies
    • 673 views
    • 
    • david rigby
    • October 20, 2017

43. Form 5500 Question 22a, b, & c

    By pbarrett, September 23, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • September 26, 1999

44. May vesting service (with 1,000 hours) be granted on the date of termi

    By John A, July 18, 2002
    • 2 replies
    • 2.1k views
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    • E as in ERISA
    • July 23, 2002

45. NRA <65

    By Belgarath, June 15, 2007
    • 2 replies
    • 1.4k views
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    • BTG
    • June 15, 2007

46. sub s as comp

    By ombskid, August 2, 2013
    • 2 replies
    • 1.1k views
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    • ombskid
    • August 2, 2013

47. Loan-Out Company

    By §#$%!, October 25, 2016
    • 2 replies
    • 962 views
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    • K2retire
    • October 26, 2016

48. 2020 Annual Limitation Exceeded but PS deposited in 2021

    By K Erica Miller, June 23, 2021
    • 2 replies
    • 745 views
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    • BG5150
    • June 24, 2021

49. Successor Trustees - Said NO

    By Guest cmckinney, December 21, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 17, 2009

50. Timing for Irs Audits of 401k Plans-your experience

    By Floridaattorney, May 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 9, 2013