Retirement Plans in General

5,753 topics in this forum

1. Need help with controlled group questions since the purchase of a company's assets

   By katieinny, February 3, 2012
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • February 3, 2012

2. Need Input on Plan Design

   By Susan S., September 12, 2013
   • 3 replies
   • 868 views
   • 
   • Bill Presson
   • September 13, 2013

3. need retirement benefits provider

   By Guest Diane D, November 4, 1998
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • November 9, 1998

4. Need Sample of Written Policy for Interim Valuations

   By Susan S., August 28, 2012
   • 4 replies
   • 2.2k views
   • 
   • ESOP Guy
   • August 29, 2012

5. Need to Change Plan Sponsor

   By waid10, January 12, 2010
   • 3 replies
   • 2k views
   • 
   • WDIK
   • January 13, 2010

6. Need to find software to help us write a benefits plan for a small bus

   By Guest smsdavis, July 22, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • July 22, 1999

7. Need TPA info.

   By chris, June 21, 2002
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • July 1, 2002

8. Needs enlightenment

   By Mermaid, November 17, 2020
   • 1 reply
   • 404 views
   • 
   • Lou S.
   • November 17, 2020

9. Net c is lower than expected for a new 401k plan

   By Jakyasar, July 20, 2023
   • 5 replies
   • 512 views
   • 
   • Lou S.
   • July 20, 2023

10. nevermind

    By Spencer, February 5, 2010
    • 1 reply
    • 966 views
    • 
    • david rigby
    • February 5, 2010

11. New (old?) Planning concept

    By bzorc, November 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • bzorc
    • November 30, 2001

12. New 401(k) Plan and Eligibility

    By AJC, October 28, 2019
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 7, 2020

13. New 5329 allows request for waiver of underdistribution penalty

    By jevd, January 16, 2008
    • 0 replies
    • 1.3k views
    • 
    • jevd
    • January 16, 2008

14. New ASG Member

    By Gilmore, December 4, 2020
    • 5 replies
    • 507 views
    • 
    • FORMER ESQ.
    • December 24, 2020

15. New Audit feature?

    By rcline46, September 21, 2011
    • 0 replies
    • 1k views
    • 
    • rcline46
    • September 21, 2011

16. New client has 1 participant MP Plan since 1999 but has treated it like a PS Plan

    By RayJJohnsonJr, February 2, 2018
    • 4 replies
    • 850 views
    • 
    • RayJJohnsonJr
    • February 6, 2018

17. New comp allocation - no HCE in plan

    By Jean, April 13, 2010
    • 3 replies
    • 987 views
    • 
    • Mike Preston
    • April 14, 2010

18. new comp allocation groups

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

19. new comp. allocation in a terminating plan

    By Santo Gold, May 4, 2010
    • 3 replies
    • 864 views
    • 
    • Mike Preston
    • May 4, 2010

20. New company being formed

    By Belgarath, January 11, 2012
    • 5 replies
    • 1.1k views
    • 
    • masteff
    • January 12, 2012

21. New company formed mid-year - effective date of January 1 for plan?

    By Belgarath, June 27, 2024
    • 3 replies
    • 692 views
    • 
    • CuseFan
    • June 27, 2024

22. New Company Starts Plan

    By Earl, October 17, 2016   

    • eligibility
    • 3 replies
    • 843 views
    • 
    • Bird
    • October 18, 2016

23. New Comparability - Can you use integration

    By cpc0506, April 5, 2016
    • 3 replies
    • 973 views
    • 
    • Jim Chad
    • April 6, 2016

24. New Comparability Plans

    By MarZDoates, May 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • May 30, 2002

25. New Comparability Plans for Sole Props

    By Guest brunkcb, March 11, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 11, 2002

26. New Comparability without HCEs

    By ldr, June 15, 2018   

    • cross testing; discrimination testing; new comparability
    • 6 replies
    • 1.8k views
    • 
    • C. B. Zeller
    • June 21, 2018

27. New Controlled Group Determination

    By Guest PCS Inc, January 4, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 4, 2007

28. New DC Plan - lump sum payments

    By richard, November 30, 2000
    • 0 replies
    • 1.3k views
    • 
    • richard
    • November 30, 2000

29. New Determination Letter

    By Guest ebailey, September 4, 2009
    • 0 replies
    • 999 views
    • 
    • Guest
    • September 4, 2009

30. New Disabilty regulations

    By Belgarath, February 22, 2018
    • 7 replies
    • 935 views
    • 
    • Larry Starr
    • February 26, 2018

31. new DOL & AICPA website

    By DMcGovern, October 22, 2010
    • 2 replies
    • 971 views
    • 
    • masteff
    • October 22, 2010

32. New Eligibility

    By thepensionmaven, February 6, 2013
    • 2 replies
    • 798 views
    • 
    • Tom Poje
    • February 6, 2013

33. new EPCRS

    By Tom Poje, January 2, 2013
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • January 2, 2013

34. New firm, same ee's as old firm - controlled group issue?

    By TPApril, December 5, 2021
    • 4 replies
    • 1.1k views
    • 
    • TPApril
    • December 6, 2021

35. New Form 1065 K-1 split box 4

    By Earl, January 10, 2020
    • 1 reply
    • 703 views
    • 
    • Luke Bailey
    • February 27, 2020

36. New Form 2848

    By John Feldt ERPA CPC QPA, January 19, 2012
    • 2 replies
    • 1.5k views
    • 
    • Lou S.
    • January 23, 2012

37. New Form 5307

    By wmyer, October 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • wmyer
    • October 26, 2001

38. New Form 5307 (3/08)

    By J Simmons, April 5, 2008
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • May 15, 2008

39. New Form 5307 (June 2014) - confusing

    By Trekker, July 16, 2014
    • 8 replies
    • 1.9k views
    • 
    • Trekker
    • July 28, 2014

40. New Form W-4P and Flat Dollar/Percentage Withholding

    By mal, January 17, 2023
    • 0 replies
    • 1k views
    • 
    • mal
    • January 17, 2023

41. New Holding Company to Become Plan Sponsor of Multiple Company Plans

    By 401kSteve, December 11, 2023
    • 3 replies
    • 912 views
    • 
    • 401kSteve
    • December 11, 2023

42. new ideas on appeal in 2nd circuit

    By Guest lawgirl2004, July 13, 2004
    • 3 replies
    • 1.2k views
    • 
    • SoCalActuary
    • July 22, 2004

43. New IRS Revenue Procedure 2019-19

    By Belgarath, May 8, 2019
    • 23 replies
    • 1.7k views
    • 
    • Belgarath
    • May 14, 2019

44. New IRS User Fees for 5307 Filings Effective After 2/1 or 7/1?

    By Guest EMM118, March 20, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • March 28, 2006

45. New Jersey Deductible Contributions

    By FT Retire, September 12, 2022
    • 3 replies
    • 786 views
    • 
    • joel
    • September 15, 2022

46. New Jersey deduction for self employed individuals

    By Bird, June 14, 2023
    • 7 replies
    • 9.1k views
    • 
    • Bird
    • September 11, 2023

47. New Jersey-Supplemental Annuity Collective Trust

    By joel, January 29, 2018
    • 2 replies
    • 1.6k views
    • 
    • joel
    • January 30, 2018

48. New Limits

    By Randy Watson, October 17, 2006
    • 11 replies
    • 3k views
    • 
    • Guest
    • October 18, 2006

49. new limits

    By Tom Poje, September 16, 2016
    • 11 replies
    • 1.8k views
    • 
    • XTitan
    • October 27, 2016

50. New MultiEmloyer Vesting Rules - Impact on W/drawal Liability

    By Guest David Danziger, December 2, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 2, 1998