Retirement Plans in General

5,753 topics in this forum

1. Including Prior Employer Compensation in Defined Contribution Plans

   By Guest smithee, April 2, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 2, 2001

2. ERISA and Binding arbitration

   By Guest pbayl10, March 9, 2003
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • March 23, 2003

3. Pensionable remuneration

   By Guest mcemory, August 23, 2002
   • 1 reply
   • 1.3k views
   • 
   • Ron Snyder
   • August 23, 2002

4. No Employees in Plan - No ERISA Coverage?

   By Christine Roberts, March 6, 2001
   • 0 replies
   • 1.3k views
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   • Christine Roberts
   • March 6, 2001

5. qualifying trusts

   By Guest sabecker, March 25, 2002
   • 0 replies
   • 1.3k views
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   • Guest
   • March 25, 2002

6. Automatic/Forced IRA Rollovers

   By ljr, August 26, 2005
   • 1 reply
   • 1.3k views
   • 
   • Alf
   • August 26, 2005

7. Chicken vs. Egg and 415 Limits

   By Towanda, May 1, 2020
   • 11 replies
   • 1.3k views
   • 
   • Belgarath
   • May 4, 2020

8. Locating Missing or Deceased Participants of a Plan - Locator Services

   By DMincevich, July 24, 2023
   • 3 replies
   • 1.3k views
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   • Pam Shoup
   • July 26, 2023

9. Acquisition, Affiliated Employer Exclusion and 410(b), 401(a)(4)

   By cheersmate, December 3, 2016   

   • Controlled Group
   • Affiliated Employers
   • (and 7 more)

     Tagged with:

     • Controlled Group
     • Affiliated Employers
     • Eligibility Exclusions
     • 410(b)
     • 401(a)(4)
     • Counting Employees
     • Eligible Compensation
     • Service Credits
     • Acquisitions
   • 5 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 27, 2017

10. Increasing the 5k to 7k for immediate distribution

    By Jakyasar, August 14, 2024
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • August 16, 2024

11. Annuity Plan under Section 401(a)

    By joel, August 19, 2015
    • 18 replies
    • 1.3k views
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    • david rigby
    • August 21, 2015

12. Prohibited transaction issue with DOL

    By Guest borderline, November 27, 2013
    • 2 replies
    • 1.3k views
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    • Guest
    • November 27, 2013

13. Amendment to avoid audit

    By jmartin, December 22, 2016
    • 5 replies
    • 1.3k views
    • 
    • ESOP Guy
    • December 22, 2016

14. Conversion process, trades and overdrafts

    By MoJo, December 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • December 3, 2004

15. Sub- S "bonus" used for contribution

    By thepensionmaven, December 1, 2001
    • 0 replies
    • 1.3k views
    • 
    • thepensionmaven
    • December 1, 2001

16. Possible Prohibited Transaction?

    By mming, January 6, 2010
    • 4 replies
    • 1.3k views
    • 
    • jpod
    • January 6, 2010

17. Changing Fiscal and Plan year ends

    By Chippy, January 11, 2021
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 11, 2021

18. Controlled group attribution

    By Belgarath, May 15, 2003
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • May 15, 2003

19. Pension check

    By Guest Jill41402, January 14, 2011
    • 4 replies
    • 1.3k views
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    • Guest
    • January 24, 2011

20. This smells bad.

    By No Name, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 8, 2005

21. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • July 7, 2008

22. Deposit of Employer Contribution

    By Below Ground, January 30, 2008
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • January 31, 2008

23. Now a controlled group

    By Guest RBlaine, July 5, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 6, 2005

24. Benficries of trust considered owners of corp and therefore HC

    By SSRRS, October 13, 2024
    • 7 replies
    • 1.3k views
    • 
    • SSRRS
    • October 14, 2024

25. Depositing settlement proceeds from class action suits etc involving investments within the plan.

    By jevd, May 6, 2004
    • 4 replies
    • 1.3k views
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    • jevd
    • May 10, 2004

26. Controlled group/fish story

    By Belgarath, February 11, 2004
    • 3 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 29, 2004

27. IRS Notice CP216F

    By Jakyasar, February 25, 2023
    • 9 replies
    • 1.3k views
    • 
    • Nate S
    • March 14, 2023

28. Rollovers to a profit sharing plan that does not allow rollovers

    By Guest Pat Metallic, July 5, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • July 5, 2000

29. Controlled Group or not?

    By Guest Phil L, January 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • richard
    • January 15, 1999

30. Sponsorship of Prototype Plan

    By Guest dobsonlaw, October 12, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 12, 2005

31. Top heavy vs gateway in a combo plan

    By Jakyasar, May 24, 2022
    • 6 replies
    • 1.3k views
    • 
    • Jakyasar
    • May 24, 2022

32. coverage testing in a DC plan

    By Belgarath, January 28, 2010
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • February 10, 2010

33. How to treat reimbursement of management fees in PS trust

    By Beltane, June 8, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 11, 2006

34. Leased Employees w/401k

    By DP, September 18, 2001
    • 0 replies
    • 1.3k views
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    • DP
    • September 18, 2001

35. Affiliate Service Group and Independent Contractor

    By Guest MarcA, July 31, 2009
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 12, 2009

36. Service Agreement (trustee and employer)

    By Guest MNR, December 5, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 5, 2001

37. Rate group testing

    By Belgarath, December 5, 2017
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 5, 2017

38. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!!

    By jlf, August 30, 1999
    • 0 replies
    • 1.3k views
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    • jlf
    • August 30, 1999

39. Balance and 401k Loans

    By JOH, May 29, 2020
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • June 1, 2020

40. Discretionary 401(a) Contribution

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

41. How is a 401(k) plan affected and how does one determine ownership whe

    By John A, December 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • John A
    • December 8, 1999

42. QSLOBs

    By katieinny, June 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 11, 2003

43. Blank pages required when filing 5330 form?

    By Beltane, July 16, 2005
    • 3 replies
    • 1.3k views
    • 
    • No Name
    • July 19, 2005

44. Trust accounting for a pooled plan

    By Bird, April 24, 2023
    • 6 replies
    • 1.3k views
    • 
    • Nate S
    • April 26, 2023

45. Prohibited Transaction Question

    By Archimage, March 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2005

46. Sole Prop. Maintained a SEP-IRA; Incorporates and Establishes a DBPP in December

    By Guest EMM118, January 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

47. Common Law Employees?

    By Gilmore, April 6, 2004
    • 2 replies
    • 1.3k views
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    • Gilmore
    • April 7, 2004

48. vesting hours

    By Guest npsa, May 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • May 15, 2003

49. new comp allocation groups

    By Santo Gold, January 13, 2010
    • 3 replies
    • 1.3k views
    • 
    • Below Ground
    • January 14, 2010

50. S Corp plan

    By Bryan, March 11, 2024
    • 4 replies
    • 1.3k views
    • 
    • Paul I
    • March 12, 2024