Retirement Plans in General

5,781 topics in this forum

1. 5500 Filing Exemption

   By Guest JROSSITTER, November 6, 1998
   • 2 replies
   • 2k views
   • 
   • Guest
   • November 14, 1998

2. Guild Plan Adjustments

   By Dougsbpc, June 13, 2024
   • 2 replies
   • 832 views
   • 
   • Dougsbpc
   • June 14, 2024

3. 401(k) Profit Share Plan Eligibility

   By Guest joe s, October 30, 2002
   • 2 replies
   • 1.3k views
   • 
   • wmyer
   • October 30, 2002

4. UBTI

   By B21, March 21, 2012
   • 2 replies
   • 1.4k views
   • 
   • Draper55
   • April 4, 2012

5. ERISA Penalty under 511- who gets paid

   By CassandraS, August 2, 2013
   • 2 replies
   • 1.5k views
   • 
   • CassandraS
   • August 2, 2013

6. Differing opinion on Q about vesting computation period for short plan

   By John A, September 28, 1999
   • 2 replies
   • 2.5k views
   • 
   • John A
   • September 28, 1999

7. Excluding union employees

   By Guest JMN, May 26, 2010
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • May 26, 2010

8. Fees payable by the Plan?

   By Guest Lorne Dauenhauer, November 17, 1998
   • 2 replies
   • 2.1k views
   • 
   • david shipp
   • November 19, 1998

9. Question re allocation formula in money purchase plan

   By Guest Gibson, December 12, 2000
   • 2 replies
   • 1.7k views
   • 
   • rcline46
   • December 13, 2000

10. Vesting schedule that starts at 20% in the third year still acceptable?

    By Guest Enda80, March 5, 2009
    • 2 replies
    • 919 views
    • 
    • J Simmons
    • March 5, 2009

11. Multiple Employer Plans - need the quick low down

    By HarleyBabe, October 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • October 17, 2012

12. Looking for list of factors other than cost that a plan sponsor should

    By Richard Anderson, July 12, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 13, 2000

13. Money Purchase amendmed to PS w/ 401(k)

    By R. Butler, July 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • July 21, 2005

14. Alternative payments to single life annuity

    By Guest Donald L, April 29, 2010
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2010

15. Controlled Group - Offer of Benefits

    By waid10, August 23, 2023
    • 2 replies
    • 1.4k views
    • 
    • Roycal
    • August 25, 2023

16. Asset Sale

    By Guest jetfaninmn, January 25, 2006
    • 2 replies
    • 1.4k views
    • 
    • Locust
    • January 26, 2006

17. Using Non Recourse Loans to buy assets in a IRA account

    By Guest Presbyterian, July 17, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 18, 2007

18. 8955-SSAs for defaulted loans

    By Cynchbeast, August 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Cynchbeast
    • August 5, 2013

19. Is this employee a participant?

    By Jakyasar, October 20, 2021
    • 2 replies
    • 575 views
    • 
    • Jakyasar
    • October 21, 2021

20. Lack of documentation; what code references or other official literature addresses this situation?

    By Guest Enda80, November 28, 2008
    • 2 replies
    • 866 views
    • 
    • J Simmons
    • November 28, 2008

21. Fiduciary Duty and Valuation of Stock in a Closely-Held Company

    By Guest Edward McElroy, April 8, 2002
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • April 10, 2002

22. Sitting on the horns of a dilemma

    By Guest Dash02, October 7, 2009
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • October 10, 2009

23. Valuation Date

    By Guest djsimonetti, November 23, 1998
    • 2 replies
    • 1.7k views
    • 
    • richard
    • November 24, 1998

24. Aggregation of fees/Prohibted Transactions

    By MoJo, October 5, 1999
    • 2 replies
    • 2.6k views
    • 
    • Dowist
    • October 12, 1999

25. Who signs a Plan Doc when multiple owners are not all Ind. Trustees?

    By TPApril, July 12, 2022
    • 2 replies
    • 820 views
    • 
    • Ilene Ferenczy
    • July 13, 2022

26. DoL audit comments - Robert Doyle

    By Guest Brad Brewer, November 11, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 1998

27. Partial Termination of Plan

    By Guest budman, March 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • March 20, 2003

28. S-Corp Distributions As Plan Compensation

    By Guest merlin, April 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 7, 2003

29. Controlled Group & 2018 contributions

    By Pammie57, April 8, 2019
    • 2 replies
    • 628 views
    • 
    • Luke Bailey
    • April 9, 2019

30. Amendment deadline for changing plan year

    By John A, October 12, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 12, 1999

31. Calculating Partner Contribution/Compensation

    By Guest LauraH, March 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • David MacLennan
    • April 1, 2003

32. Traders' income for pension purposes

    By Guest IntPenDes, November 10, 1998
    • 2 replies
    • 1.7k views
    • 
    • imchipbrown
    • November 24, 1998

33. Erroneous Deposit of Money Owed to Plan

    By Christine Roberts, July 13, 2000
    • 2 replies
    • 2k views
    • 
    • pjkoehler
    • July 14, 2000

34. Davis Bacon Plans. I need bundled provider

    By Guest brettlopez, December 12, 2000
    • 2 replies
    • 1.8k views
    • 
    • MR
    • December 19, 2000

35. Fees for locator services paid by plan

    By Guest Rae, May 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 28, 2004

36. Prohibited Transaction?

    By eilano, November 30, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 30, 2005

37. Failure to file 1099-R

    By Guest Cbanarer, November 24, 1998
    • 2 replies
    • 4k views
    • 
    • Guest
    • November 25, 1998

38. Retroactive Plan Amendment

    By Guest bogart126, October 30, 2001
    • 2 replies
    • 1.5k views
    • 
    • Medusa
    • October 30, 2001

39. Particiption in Multiple Plans Simultaneously

    By flosfur, April 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 29, 2003

40. Is this a Control Group/Affiliated Service Group?

    By himt4, December 21, 2004
    • 2 replies
    • 1.2k views
    • 
    • himt4
    • December 22, 2004

41. Would a March 8 government shutdown affect your work?

    By Peter Gulia, February 26, 2024
    • 2 replies
    • 633 views
    • 
    • Peter Gulia
    • February 26, 2024

42. Timing of Recognition of Amendments for Valuation Purposes

    By Guest HarveyC, August 30, 2002
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 30, 2002

43. Minimum Gateway Contribution

    By MarZDoates, December 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • December 2, 2004

44. Combo plan - union employee gateway

    By Jakyasar, February 26, 2024
    • 2 replies
    • 941 views
    • 
    • david rigby
    • February 26, 2024

45. different allocation by location... if it's not in the plan document

    By AlbanyConsultant, April 22, 2024
    • 2 replies
    • 751 views
    • 
    • AlbanyConsultant
    • April 23, 2024

46. Company sold division - year end profit share question

    By pmacduff, February 9, 2017
    • 2 replies
    • 654 views
    • 
    • K2
    • February 10, 2017

47. 12/31 PYE Plans getting 5558 denials for 02/28 PYE?

    By PMZJohn, November 15, 2019
    • 2 replies
    • 955 views
    • 
    • PMZJohn
    • November 19, 2019

48. Can plan assets be used to pay real estate taxes?

    By John A, November 21, 2000
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 21, 2000

49. Coverable Employees?

    By Gilmore, May 14, 2004
    • 2 replies
    • 1.1k views
    • 
    • Gilmore
    • May 20, 2004

50. Summary Annual Report & Employee-Directed

    By Lynn Campbell, October 6, 1999
    • 2 replies
    • 1.4k views
    • 
    • richard
    • October 19, 1999