Retirement Plans in General

5,781 topics in this forum

1. PPA Vesting

   By mming, March 26, 2007
   • 2 replies
   • 1.4k views
   • 
   • Peanut Butter Man
   • March 30, 2007

2. After-Tax Employee Contributions Money Purchase

   By Madison71, January 12, 2010
   • 2 replies
   • 1.6k views
   • 
   • Madison71
   • January 12, 2010

3. Quick Controlled Group Question

   By Guest Beavis, January 9, 1999
   • 2 replies
   • 1.5k views
   • 
   • Dave Baker
   • January 9, 1999

4. Timing of Amendment's Adoption and Effective Dates

   By mming, January 10, 2001
   • 2 replies
   • 1.8k views
   • 
   • mming
   • January 11, 2001

5. Exclusive Benefit Rule

   By Guest TroyRiley, June 2, 2005
   • 2 replies
   • 1.9k views
   • 
   • R. Butler
   • June 3, 2005

6. HCE waiver

   By Santo Gold, January 31, 2006
   • 2 replies
   • 1.5k views
   • 
   • Effen
   • January 31, 2006

7. FIDUCIARY BONDING

   By Guest elizabeth, January 11, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 12, 1999

8. RMD start date

   By Cynchbeast, March 10, 2020
   • 2 replies
   • 739 views
   • 
   • Larry Starr
   • March 10, 2020

9. 1065 Schedule K-1

   By Belgarath, January 4, 2022
   • 2 replies
   • 478 views
   • 
   • Belgarath
   • January 5, 2022

10. Beneficiary Designation Form - does it have to be notarized?

    By truphao, September 1, 2024
    • 2 replies
    • 2k views
    • 
    • truphao
    • September 1, 2024

11. Notice of intent to levy

    By Guest lustig, November 2, 2005
    • 2 replies
    • 2.2k views
    • 
    • WDIK
    • November 2, 2005

12. GUST Deadline

    By ljr, August 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 28, 2003

13. QDRO distributions & top heavy determination

    By Guest jim williams, January 31, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 1, 2006

14. DOL investigations

    By K2retire, March 10, 2016
    • 2 replies
    • 940 views
    • 
    • K2retire
    • March 10, 2016

15. Transfer to Qualified Replacement Plan (QRP) - subject to QJSA?

    By Jakyasar, September 6, 2021
    • 2 replies
    • 1.4k views
    • 
    • Jakyasar
    • September 6, 2021

16. one person money purchase

    By Guest Toni Sorenson, November 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • November 18, 1999

17. How to handle fee changes with the change of TPA?

    By JustMe, January 20, 2021
    • 2 replies
    • 730 views
    • 
    • RatherBeGolfing
    • January 21, 2021

18. Failure to Operate in Compliance with Terms of 401(a) Qualified Plan

    By Guest BenefitsAttyDC, May 5, 2010
    • 2 replies
    • 950 views
    • 
    • Guest
    • May 6, 2010

19. annual contribution - but no SECA tax paid?

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

20. Years of Service for allocation purposes

    By Gudgergirl, September 16, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 16, 2011

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

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

22. definition of partial plan termination

    By Guest username1, January 13, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 14, 1999

23. power of attorney signature

    By Zorro1k, May 9, 2016   

    • power
    • attorney
    • (and 1 more)

      Tagged with:

      • power
      • attorney
      • signature
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • May 9, 2016

24. 1999 Form 5500 Series

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

25. Section 415 limit for commonly controlled businesses.

    By Guest Kim Saunders, April 1, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 23, 1999

26. Deductible Compensation

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

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

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

28. Accelerated PPA Vesting for DC Plans

    By mming, September 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • mming
    • September 17, 2008

29. US citizen, foreign income, foreign pension

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

30. Vesting For Rehires

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

31. Taxable Wage Base

    By chris, December 1, 1999
    • 2 replies
    • 1.7k views
    • 
    • Chester
    • December 1, 1999

32. Short Plan Year BIS

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

33. New OneMan Corp - comp from previous entity?

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

34. Document errors

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

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

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

36. change of beneficiary desingnation form via power of attorney

    By Guest jigpsu100, June 3, 2005
    • 2 replies
    • 2.1k views
    • 
    • chris
    • June 3, 2005

37. Benefits for Federal Credit Unions

    By Christine Roberts, December 1, 1999
    • 2 replies
    • 1.5k views
    • 
    • davef
    • December 2, 1999

38. Document Production

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

39. Controlled group and brain cramp

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

40. Some Kind of PT

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

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

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

42. 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
    • 888 views
    • 
    • Kevin C
    • November 7, 2018

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

    By Guest Edward McElroy, January 19, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 1999

44. Partnership allocation of safe harbor contribution

    By Guest KMP, June 13, 2002
    • 2 replies
    • 2.6k views
    • 
    • Mary Kay Foss
    • June 14, 2002

45. TEFRA/DEFRA/REA

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

46. Top Heavy Minimum

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

47. Terminating plan with J&S - missing participants

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

48. Reimburse Trustee For Expenses Incurred

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

49. Instruction for ERISA Compliance

    By Guest Robert Engle, August 6, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 6, 1999

50. 100% of Plan Assets in Annuity Contract

    By chris, January 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • chris
    • January 7, 2002