Retirement Plans in General

5,753 topics in this forum

1. nonstandardized plans

   By Guest lskin, May 18, 2006
   • 2 replies
   • 1.3k views
   • 
   • Belgarath
   • May 18, 2006

2. After-tax distributions

   By Guest slt, December 14, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • December 14, 2001

3. two year eligibility / rehire

   By Tom Poje, March 27, 2002
   • 2 replies
   • 1.8k views
   • 
   • R. Butler
   • March 27, 2002

4. How do you determine the annual additions limit for paired retirement

   By Guest Joe Vasko, July 19, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • July 26, 2000

5. Corp/plan sponsor is owned by 2 individuals; becomes partnership owned by the two individuals' corps; can corporations participate in the partnership's retirement plan?

   By Gilmore, September 23, 2003
   • 2 replies
   • 2.2k views
   • 
   • Gilmore
   • September 23, 2003

6. Payable from Plan Assets: Seminar and Trade Association Fees?

   By Guest dsilver, February 11, 2002
   • 2 replies
   • 1.5k views
   • 
   • KJohnson
   • February 13, 2002

7. profit sharing plan contribution limits

   By GrammieMame, December 5, 2011
   • 2 replies
   • 1.4k views
   • 
   • Belgarath
   • December 7, 2011

8. self employment earnings/contribution calc

   By Chippy, March 14, 2016
   • 2 replies
   • 731 views
   • 
   • mphs77
   • March 14, 2016

9. 1999 GUST Restatements - Status anyone?

   By mwyatt, February 3, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 6, 1999

10. Details of Company Pension Plans

    By Guest Cinadams, August 15, 2000
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2000

11. "Plan Year Compensation" under 1.401(a)(4)-12 for safe harbor dc plan - inconsistent results

    By AndyH, November 4, 2005
    • 2 replies
    • 2.7k views
    • 
    • AndyH
    • November 4, 2005

12. W-2 issued with no pre-tax deferrals

    By katdmin, March 10, 2021
    • 2 replies
    • 816 views
    • 
    • katdmin
    • March 10, 2021

13. Plan Entry Date Question

    By BG5150, February 8, 2023
    • 2 replies
    • 690 views
    • 
    • Paul I
    • February 10, 2023

14. Is my daughter an HCE?

    By Jakyasar, March 14
    • 2 replies
    • 2.4k views
    • 
    • CuseFan
    • March 14

15. Is this 11(g) amendment discriminatory?

    By cathyw, March 5, 2024
    • 2 replies
    • 749 views
    • 
    • cathyw
    • March 5, 2024

16. 5500 filing for 2 shareholders of S-Corp

    By Jakyasar, May 29
    • 2 replies
    • 3.6k views
    • 
    • Jakyasar
    • May 29

17. eligibility question

    By thepensionmaven, December 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 20, 1999

18. 415 excess in pooled account

    By BG5150, October 2, 2020
    • 2 replies
    • 847 views
    • 
    • BG5150
    • October 2, 2020

19. Is this a partial termination

    By Jakyasar, December 3, 2020
    • 2 replies
    • 466 views
    • 
    • Jakyasar
    • December 6, 2020

20. Plan with 100+ employees IQPA audit requirement rules

    By Basically, January 10, 2024
    • 2 replies
    • 709 views
    • 
    • RatherBeGolfing
    • January 12, 2024

21. Are forfeitures counted for top heavy testing?

    By Guest TGM, February 10, 1999
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 10, 1999

22. Missed Employer Contribution Allocation

    By Dougsbpc, October 10, 2022
    • 2 replies
    • 730 views
    • 
    • Lou S.
    • October 10, 2022

23. QRP - qualified replacement plans and fees paid from plan assets

    By Jakyasar, April 22, 2020
    • 2 replies
    • 993 views
    • 
    • Mike Preston
    • April 23, 2020

24. Deductibility - change in corporate tax year

    By Guest bill parks, September 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 25, 2003

25. Who is an HCE

    By Guest SDPension, April 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 20, 2006

26. full vesting when company is sold

    By Santo Gold, October 20, 2006
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • October 20, 2006

27. Two Plans and Two Top Heavy Vesting Schedules

    By Guest Holly Foster, April 29, 2009
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • April 29, 2009

28. Canadian Trustee of a US plan?

    By AlbanyConsultant, April 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 14, 2011

29. None PBGC PLAN filing for StandRd termination?

    By CKocher, September 10, 2023
    • 2 replies
    • 442 views
    • 
    • david rigby
    • September 11, 2023

30. ERISA 404(c) - One Error Means No Protection?

    By Christine Roberts, April 24, 2001
    • 2 replies
    • 1.5k views
    • 
    • Erik Read
    • April 27, 2001

31. Notice to Interested Party Question

    By ERISAatty, January 7, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • February 26, 2004

32. Money Purchase Plan Contribution Deduction

    By eilano, December 22, 1999
    • 2 replies
    • 1.7k views
    • 
    • richard
    • December 27, 1999

33. family attribution & controlled group woes

    By Guest dubya, March 31, 2004
    • 2 replies
    • 1.2k views
    • 
    • Lame Duck
    • March 31, 2004

34. Large Bank Merger.... Take the $ and run?

    By K-t-F, December 14, 2006
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • December 14, 2006

35. Permitted Dispairy

    By Guest RSpecht, October 22, 2010
    • 2 replies
    • 1k views
    • 
    • david rigby
    • October 22, 2010

36. $35,000 Limit for DC Plans

    By Guest John Sample, December 18, 2000
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • December 21, 2000

37. disqualified person/party in interest?

    By k man, November 15, 2006
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • November 17, 2006

38. S Corps own a Practice as a partnership

    By HMCTPA, August 2, 2017   

    • s corps
    • partnership
    • (and 2 more)

      Tagged with:

      • s corps
      • partnership
      • k-1
      • w2
    • 2 replies
    • 499 views
    • 
    • HMCTPA
    • August 9, 2017

39. Amending Money Purchase Pension Plan - How frequent is too frequent?

    By Guest, December 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 1999

40. Working for a municipality, can an employee have a 457 TSA and also a

    By Guest Curtis L. Walsh, July 19, 2000
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 20, 2000

41. Exclude class of HCE employees

    By eilano, April 9, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 10, 2003

42. Is a change to requiring one-year of marriage before death benefits wi

    By Guest RMM, December 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Dowist
    • December 28, 1999

43. Spousal signature witnessing

    By Jakyasar, October 6, 2020
    • 2 replies
    • 752 views
    • 
    • Jakyasar
    • October 7, 2020

44. new plan eligibility

    By Guest R. Daestrom, March 31, 2004
    • 2 replies
    • 929 views
    • 
    • Guest
    • March 31, 2004

45. Forfeitures

    By ALBailey, May 25, 2007
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • May 25, 2007

46. Class-based Alloc vs. Cross Testing

    By AlbanyConsultant, September 18, 2012
    • 2 replies
    • 982 views
    • 
    • ESOP Guy
    • September 18, 2012

47. HCE for 2017?

    By Earl, April 14, 2017
    • 2 replies
    • 891 views
    • 
    • duckthing
    • April 14, 2017

48. corrective amendment

    By eilano, June 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 18, 2004

49. Compensation for Benefits

    By rcline46, April 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • April 26, 2007

50. Beneficiary Designation

    By Guest Retirement4Life, July 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 24, 2008