Retirement Plans in General

5,753 topics in this forum

1. annual contribution - but no SECA tax paid?

   By Guest forohonek, August 24, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • August 24, 2010

2. Years of Service for allocation purposes

   By Gudgergirl, September 16, 2011
   • 2 replies
   • 1k views
   • 
   • Bird
   • September 16, 2011

3. Weird ER request re: PS contribution-NEED HELP!

   By t.haley, December 2, 2011
   • 2 replies
   • 967 views
   • 
   • Effen
   • December 5, 2011

4. definition of partial plan termination

   By Guest username1, January 13, 1999
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • January 14, 1999

5. power of attorney signature

   By Zorro1k, May 9, 2016   

   • power
   • attorney
   • (and 1 more)

     Tagged with:

     • power
     • attorney
     • signature
   • 2 replies
   • 1.2k views
   • 
   • MoJo
   • May 9, 2016

6. 1999 Form 5500 Series

   By Alan Simpson, July 9, 1999
   • 2 replies
   • 1.4k views
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   • Guest
   • November 30, 1999

7. Section 415 limit for commonly controlled businesses.

   By Guest Kim Saunders, April 1, 1999
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 23, 1999

8. Deductible Compensation

   By Lori Foresz, December 11, 2003
   • 2 replies
   • 1.3k views
   • 
   • Lori Foresz
   • December 11, 2003

9. Plan sponsor's obligation to provide individual with info regarding distributions after termination

   By Guest calcu, June 8, 2004
   • 2 replies
   • 1.8k views
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   • david rigby
   • June 8, 2004

10. Accelerated PPA Vesting for DC Plans

    By mming, September 17, 2008
    • 2 replies
    • 1.5k views
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    • mming
    • September 17, 2008

11. US citizen, foreign income, foreign pension

    By ombskid, August 12, 2015
    • 2 replies
    • 1k views
    • 
    • mbozek
    • August 18, 2015

12. Vesting For Rehires

    By mming, August 12, 2015
    • 2 replies
    • 1.5k views
    • 
    • mming
    • August 13, 2015

13. Taxable Wage Base

    By chris, December 1, 1999
    • 2 replies
    • 1.6k views
    • 
    • Chester
    • December 1, 1999

14. Short Plan Year BIS

    By ESOP Guy, July 9, 2021
    • 2 replies
    • 802 views
    • 
    • ESOP Guy
    • July 9, 2021

15. New OneMan Corp - comp from previous entity?

    By Guest MLL, January 22, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2009

16. Document errors

    By Cynchbeast, November 24, 2019
    • 2 replies
    • 705 views
    • 
    • Luke Bailey
    • November 25, 2019

17. Is this a reasonable class to put in document as a category exclusion?

    By Jakyasar, July 9, 2021
    • 2 replies
    • 754 views
    • 
    • Jakyasar
    • July 9, 2021

18. change of beneficiary desingnation form via power of attorney

    By Guest jigpsu100, June 3, 2005
    • 2 replies
    • 2k views
    • 
    • chris
    • June 3, 2005

19. Benefits for Federal Credit Unions

    By Christine Roberts, December 1, 1999
    • 2 replies
    • 1.4k views
    • 
    • davef
    • December 2, 1999

20. Document Production

    By ccassetty, November 2, 2001
    • 2 replies
    • 1.5k views
    • 
    • ccassetty
    • November 5, 2001

21. Controlled group and brain cramp

    By Belgarath, December 23, 2004
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • December 29, 2004

22. Some Kind of PT

    By Medusa, October 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • Medusa
    • October 19, 2006

23. What is the correct board for questions on profit sharing plans?

    By Guest tschotland, July 23, 2008
    • 2 replies
    • 881 views
    • 
    • Guest
    • July 24, 2008

24. 411(d)(6)--Option to purchase annuity

    By Dalai Pookah, November 6, 2018   

    • distribution options
    • 411(d)(6)
    • (and 1 more)

      Tagged with:

      • distribution options
      • 411(d)(6)
      • document
    • 2 replies
    • 862 views
    • 
    • Kevin C
    • November 7, 2018

25. Do Family Aggregation Rules Apply in Look Back Year Determination for

    By Guest Edward McElroy, January 19, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 1999

26. Partnership allocation of safe harbor contribution

    By Guest KMP, June 13, 2002
    • 2 replies
    • 2.5k views
    • 
    • Mary Kay Foss
    • June 14, 2002

27. TEFRA/DEFRA/REA

    By waid10, December 5, 2005
    • 2 replies
    • 3.2k views
    • 
    • saabraa
    • December 6, 2005

28. Top Heavy Minimum

    By Archimage, November 25, 2015
    • 2 replies
    • 694 views
    • 
    • Archimage
    • November 25, 2015

29. Terminating plan with J&S - missing participants

    By LMD1, September 20, 2017
    • 2 replies
    • 714 views
    • 
    • Mike Preston
    • September 20, 2017

30. Reimburse Trustee For Expenses Incurred

    By Earl, March 1, 2019
    • 2 replies
    • 680 views
    • 
    • Earl
    • March 1, 2019

31. Instruction for ERISA Compliance

    By Guest Robert Engle, August 6, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • August 6, 1999

32. 100% of Plan Assets in Annuity Contract

    By chris, January 7, 2002
    • 2 replies
    • 1.5k views
    • 
    • chris
    • January 7, 2002

33. 415 Limits for Profit Sharing Plan plus Govt. Plan

    By DP, April 21, 2004
    • 2 replies
    • 1.5k views
    • 
    • DP
    • April 21, 2004

34. Who Technically Sponsors Orphan Plan -

    By namealreadyinuse, May 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • Ron Snyder
    • May 19, 2006

35. Rollover employer stock to IRA

    By Guest JM123, December 10, 2009
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 12, 2011

36. Existing PSP rules and regulations with Sister companies

    By PA.Trenton, September 9, 2016   

    • Keep plan? Terminate? Rules?
    • 2 replies
    • 734 views
    • 
    • ESOP Guy
    • September 9, 2016

37. Laws on benefits for wholly owned subsidiaries

    By Guest Maggie Atwood, October 11, 1999
    • 2 replies
    • 5.1k views
    • 
    • Guest
    • October 13, 1999

38. Permitted Disparity Language on Statements--New Comp?

    By BG5150, January 6, 2022
    • 2 replies
    • 539 views
    • 
    • BG5150
    • January 6, 2022

39. anti-cut back rule and employer discretion

    By Guest Smokin, August 17, 2004
    • 2 replies
    • 2.4k views
    • 
    • MGB
    • August 17, 2004

40. What to count as compensation in a controlled groutp

    By Santo Gold, March 4, 2007
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2007

41. Target Benefit Allocation Question

    By Guest jc1457, July 28, 2009
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • July 28, 2009

42. Beneficiary Designation of Trust

    By buckaroo, May 5, 2010
    • 2 replies
    • 1k views
    • 
    • buckaroo
    • May 6, 2010

43. Safe Harbor Compensation

    By Scott, January 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • October 15, 2003

44. Contribution deadline extensions for disasters

    By Belgarath, September 7, 2023
    • 2 replies
    • 603 views
    • 
    • Belgarath
    • September 12, 2023

45. H.r. 10

    By Guest RPSS, June 6, 2001
    • 2 replies
    • 1.4k views
    • 
    • MGB
    • June 7, 2001

46. 204(h) notice required for conversion from MP to 401(k) PS?

    By billfgrady, January 23, 2002
    • 2 replies
    • 1.8k views
    • 
    • billfgrady
    • January 23, 2002

47. Death Benefits

    By Guest CHIEFS, November 20, 2002
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • November 21, 2002

48. Is there a Short Plan Year in Year of Term?

    By jkharvey, July 23, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • July 23, 2003

49. Is Anyone Familar with a Product Called The Pension Transfer Trust Plan?

    By Guest Edward McElroy, November 11, 2004
    • 2 replies
    • 4.2k views
    • 
    • GBurns
    • November 12, 2004

50. pre-retirement survivor annuity for MPP

    By Guest cculhane, December 5, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dowist
    • December 6, 1999