Retirement Plans in General

5,753 topics in this forum

1. Owner's divorce

   By Cynchbeast, February 19, 2013
   • 2 replies
   • 1.5k views
   • 
   • Cynchbeast
   • February 19, 2013

2. Late Filing Penalty for Late Deposit Form 5330

   By jw721, March 30, 2023
   • 2 replies
   • 2.5k views
   • 
   • EBP
   • April 1, 2023

3. Submission of Vol. Submitter Adopter

   By chris, November 30, 2005
   • 2 replies
   • 1.7k views
   • 
   • WDIK
   • November 30, 2005

4. The latest EPCRS

   By Tom Poje, August 15, 2008
   • 2 replies
   • 923 views
   • 
   • Guest
   • August 15, 2008

5. DB valuation and mid-year entrants

   By Cynchbeast, February 13, 2015
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • February 13, 2015

6. Plan term--is this person 100% vested?

   By BG5150, September 25, 2020
   • 2 replies
   • 1k views
   • 
   • BG5150
   • September 25, 2020

7. PTE 77-4

   By Guest psgross, November 1, 2005
   • 2 replies
   • 6.2k views
   • 
   • Guest
   • November 2, 2005

8. Small Plan or Big Plan?

   By mming, April 23, 2009
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • April 24, 2009

9. Key or Former Key?

   By perplexedbypensions, September 27, 2019
   • 2 replies
   • 1.1k views
   • 
   • perplexedbypensions
   • September 27, 2019

10. CalSavers

    By Cynchbeast, June 29, 2021
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • July 1, 2021

11. What is a "de minimis" difference in compensation inclusion percentage

    By JButtrick, October 10, 2003
    • 2 replies
    • 1.9k views
    • 
    • g8r
    • October 10, 2003

12. Top Heavy Aggregation of plans

    By Tom, October 26, 2017
    • 2 replies
    • 816 views
    • 
    • Mike Preston
    • October 26, 2017

13. next year projected limit already

    By Tom Poje, April 10, 2019
    • 2 replies
    • 733 views
    • 
    • Tom Poje
    • April 11, 2019

14. Seeking business brokers for medical bill review

    By Guest Diamond Dave, August 22, 2006
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • August 23, 2006

15. Unintentional Control Group Consequences

    By SwimmingInBowelsOfERISA, October 26, 2021   

    • 401k
    • 2 replies
    • 598 views
    • 
    • Luke Bailey
    • October 27, 2021

16. Employer has agreed to give each "field" employee an annual

    By MWeddell, October 29, 1999
    • 2 replies
    • 1.6k views
    • 
    • Dowist
    • November 1, 1999

17. Comprehensive Pension Reform Bill

    By Guest Barney Byrd, July 14, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 15, 2000

18. Immediate Annuity Quotes

    By Lynn Campbell, May 4, 2005
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • May 5, 2005

19. Plan year change - compensation

    By Jakyasar, November 19, 2019
    • 2 replies
    • 810 views
    • 
    • Jakyasar
    • November 21, 2019

20. Sourcebook on Contributory DB Plans?

    By Guest Patrick Foley, May 12, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 14, 2001

21. Coverage testing required for top-heavy contribution allocation?

    By John A, September 18, 2001
    • 2 replies
    • 2.2k views
    • 
    • John A
    • September 18, 2001

22. Foreign Income for Qualified plan

    By rcline46, April 3, 2013
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • April 4, 2013

23. Who's got my retirement plan?

    By Guest MaryKJSM, December 1, 1998
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • December 19, 1998

24. Employer Entity Type APDLLC?

    By Susan S., September 24, 2013
    • 2 replies
    • 4.2k views
    • 
    • Lou S.
    • September 24, 2013

25. Eligibility

    By Belgarath, May 4, 2016
    • 2 replies
    • 581 views
    • 
    • Belgarath
    • May 4, 2016

26. Annuity versus Life Insurance

    By cpc0506, August 31, 2016
    • 2 replies
    • 915 views
    • 
    • Bird
    • September 2, 2016

27. TEFRA ELECTION

    By Guest, November 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 1999

28. Can president of plan sponsor stop participating in the company's pens

    By DP, October 12, 2000
    • 2 replies
    • 1.6k views
    • 
    • KJohnson
    • October 12, 2000

29. Election to defer 100% leaves no money for medical deductions

    By ERISA-Bubs, December 30, 2016
    • 2 replies
    • 1.5k views
    • 
    • hr for me
    • December 30, 2016

30. Otherwise excludable when YOS is elapsed time?

    By BG5150, March 1, 2022
    • 2 replies
    • 1.1k views
    • 
    • bito'money
    • March 3, 2022

31. Prohibited Transaction Excise Tax

    By Scott, December 13, 2000
    • 2 replies
    • 2k views
    • 
    • david rigby
    • December 13, 2000

32. Tardy amender for part of a year, tardy amender for all of a year?

    By Guest Enda80, February 14, 2009
    • 2 replies
    • 926 views
    • 
    • Guest
    • February 16, 2009

33. Overtime Excluded in 401K Deduction Calculations

    By Mrs V, July 23, 2017   

    • overtime
    • 401k deductions
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 24, 2017

34. Chart of different types of Retirement Plans?

    By BG5150, January 15, 2021
    • 2 replies
    • 683 views
    • 
    • digger
    • January 18, 2021

35. Contribution of appreciated property to retirement plan

    By bzorc, November 20, 2003
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • November 21, 2003

36. Rainmaker Plan

    By Just Me, February 4, 2005
    • 2 replies
    • 2.6k views
    • 
    • Just Me
    • February 7, 2005

37. Investment no longer offered to staff, but HCE contributes; BRF issue?

    By BG5150, February 15, 2018
    • 2 replies
    • 608 views
    • 
    • Peter Gulia
    • February 15, 2018

38. Key Employee Question

    By Dougsbpc, October 28, 2023
    • 2 replies
    • 537 views
    • 
    • Luke Bailey
    • November 2, 2023

39. allocated vs unallocated insurance contracts

    By Guest m thom, November 4, 1999
    • 2 replies
    • 11.8k views
    • 
    • BeckyMiller
    • November 8, 1999

40. SMART Pension Plan Update?

    By Guest Peg H, August 19, 1998
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 20, 1998

41. Can I have a closed MEP inside an open MEP?

    By BG5150, September 28, 2022
    • 2 replies
    • 580 views
    • 
    • BG5150
    • September 28, 2022

42. Pension Plan for Sole Prop and Corporation

    By richard, December 22, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 1998

43. Lifetime income illustrations

    By Belgarath, July 20, 2022
    • 2 replies
    • 601 views
    • 
    • Belgarath
    • July 20, 2022

44. Discretionary 401(a) Contribution

    By Cathy from Chicago, October 31, 2002
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 1, 2002

45. Changing a model SEP plan to a plain SEP plain; how does one do that? What variations in eligiblity requirements occur between the two?

    By Guest Enda80, April 25, 2009
    • 2 replies
    • 970 views
    • 
    • GBurns
    • April 27, 2009

46. How are years of service prior to age 18 disregarded?

    By John A, November 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • John A
    • November 9, 1999

47. "Valid" extension for contribution deadline

    By Jim Norman, March 15, 2011
    • 2 replies
    • 3.6k views
    • 
    • Belgarath
    • March 15, 2011

48. Surviving divorced spouse of Railroad imployee

    By Jo. Hastings-Bineault, April 6, 2017
    • 2 replies
    • 459 views
    • 
    • david rigby
    • April 6, 2017

49. Consent Requirements for $15 Distribution/No Exception to Rules?

    By Lynn Campbell, February 28, 2004
    • 2 replies
    • 922 views
    • 
    • david rigby
    • February 28, 2004

50. indexed rates

    By Tom Poje, October 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 20, 2004