Retirement Plans in General

5,751 topics in this forum

1. compensation and w-2

   By cpc0506, September 14, 2015
   • 12 replies
   • 1.5k views
   • 
   • hr for me
   • September 21, 2015

2. Opening the Federal Thrift Savings Plan to everyone?

   By Peter Gulia, May 14, 2014
   • 12 replies
   • 1.5k views
   • 
   • Tom Poje
   • May 19, 2014

3. illegal immigrant & benefits

   By Guest BarryK, June 23, 2004
   • 12 replies
   • 5.9k views
   • 
   • Guest
   • July 26, 2004

4. Different Eligibility for Plan Participants

   By suzeq4ever, April 29, 2011
   • 12 replies
   • 10.2k views
   • 
   • Kevin C
   • August 3, 2011

5. What's the best way to remove the "discretionary profit sharing" accounts from a 401k Plan?

   By Lynn Campbell, January 20, 2004
   • 12 replies
   • 2.3k views
   • 
   • Lynn Campbell
   • February 3, 2004

6. Joinder Agreement

   By Cynchbeast, September 6, 2017
   • 12 replies
   • 3.1k views
   • 
   • Cynchbeast
   • September 10, 2017

7. Application of TAM 9735001

   By Guest merlin, September 19, 2002
   • 12 replies
   • 3k views
   • 
   • Belgarath
   • September 20, 2002

8. Translation Services

   By EBECatty, April 20, 2021
   • 12 replies
   • 1.6k views
   • 
   • Ricardo Ochoa
   • April 22, 2021

9. Misrepresentation of marital status-what are the sponsor's responsibilities?

   By AndyH, October 13, 2004
   • 12 replies
   • 5.6k views
   • 
   • david rigby
   • October 14, 2004

10. Top heavy balance question, what do you include?

    By Guest Enda80, March 22, 2008
    • 12 replies
    • 3.9k views
    • 
    • Mike Preston
    • March 27, 2008

11. Plan limits

    By Tom Poje, September 20, 2010
    • 12 replies
    • 2k views
    • 
    • Guest
    • October 28, 2010

12. Do recordkeepers differ in what they offer for cybersecurity?

    By Peter Gulia, August 23, 2021   

    • cybersecurity
    • 12 replies
    • 1.4k views
    • 
    • Peter Gulia
    • August 24, 2021

13. Participant died & has living trust

    By Cynchbeast, June 18, 2013
    • 12 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2013

14. Eligiblity & Vesting in a short plan year

    By Guest siegek, March 6, 1999
    • 12 replies
    • 10.6k views
    • 
    • Dowist
    • October 1, 1999

15. "Retirement Loan Eraser??!!" - How/what?

    By SFSD, November 16, 2015
    • 12 replies
    • 3k views
    • 
    • MoJo
    • September 27, 2016

16. Prohibited Transaction

    By Randy Watson, April 22, 2008
    • 12 replies
    • 1.9k views
    • 
    • Belgarath
    • May 13, 2008

17. participant help

    By K2retire, December 14, 2017
    • 12 replies
    • 1.8k views
    • 
    • K2retire
    • December 19, 2017

18. Subject to FICA

    By Santo Gold, April 28, 2022
    • 12 replies
    • 4.9k views
    • 
    • Peter Gulia
    • May 3, 2022

19. Widowed spouse does not want to be the beneficiary

    By BG5150, October 22, 2021
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • October 25, 2021

20. Cross Tested Plan Deposits -- Testing Each Deposit

    By AlbanyConsultant, July 14, 2022
    • 12 replies
    • 1.2k views
    • 
    • BG5150
    • July 27, 2022

21. Controlling plan provision: plan at time of death or time of correction?

    By t.haley, February 26, 2024
    • 12 replies
    • 1.4k views
    • 
    • MoJo
    • March 1, 2024

22. Database to keep track of plans?

    By EBP, March 6
    • 12 replies
    • 2.8k views
    • 
    • BG5150
    • March 10

23. PS Plan - top heavy

    By Belgarath, August 29, 2016
    • 12 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2016

24. 2003 415 Limits

    By DP, August 27, 2003
    • 12 replies
    • 2.2k views
    • 
    • DP
    • August 28, 2003

25. Employee terminated as W-2 and rehired as 1099

    By Jakyasar, March 1, 2022
    • 12 replies
    • 2.6k views
    • 
    • ERISA1
    • March 8, 2022

26. Required Minimum distributions

    By Chippy, April 5, 2018
    • 12 replies
    • 1.9k views
    • 
    • Lou S.
    • April 6, 2018

27. Bankruptcy Protection - Sole Proprietor

    By ConnieStorer, August 13, 2019
    • 12 replies
    • 1.6k views
    • 
    • Luke Bailey
    • August 15, 2019

28. lump Sum distributions - switching from the 30 yr treasury to a (higher)corporate bond rate. Could this happen suddenly if passed by Congress? Or faze in?

    By Guest Scorpionpenn, October 10, 2003
    • 12 replies
    • 1.8k views
    • 
    • mwyatt
    • October 17, 2003

29. Affiliated Service Group between hospital and Corporation employing anesthesiologists?

    By Trekker, August 19, 2008
    • 12 replies
    • 3.2k views
    • 
    • Trekker
    • August 22, 2008

30. One-Man 401k

    By Guest Karen H. Meyer, October 12, 2001
    • 12 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 19, 2001

31. What action should be taken when it is discovered that participants ar

    By John A, May 15, 2001
    • 12 replies
    • 2.4k views
    • 
    • Mary Kay Foss
    • May 18, 2001

32. SARs (get masks to cover your mouth from the germs)

    By Bri, August 16, 2019
    • 12 replies
    • 2k views
    • 
    • Bri
    • August 21, 2019

33. IR-2021-179 Tax Relief for Ida victims

    By Jakyasar, September 8, 2021
    • 12 replies
    • 2.1k views
    • 
    • Jakyasar
    • September 15, 2021

34. Foreign Entity & Plan Trustee

    By JMP, April 20, 2020
    • 12 replies
    • 2.2k views
    • 
    • Larry Starr
    • April 23, 2020

35. Distributions to active employees done without plan termination

    By Jakyasar, November 3, 2021
    • 12 replies
    • 1.6k views
    • 
    • Jakyasar
    • November 5, 2021

36. Partial Plan Termination

    By 401(k)athryn, April 22, 2019
    • 12 replies
    • 2.4k views
    • 
    • Mike Preston
    • April 25, 2019

37. Owner's Kid Shortchanged

    By Lucky32, March 12, 2021
    • 12 replies
    • 1.1k views
    • 
    • Lucky32
    • March 13, 2021

38. Target Benefit and EGTRRA Limits

    By mwyatt, January 8, 2004
    • 12 replies
    • 2.4k views
    • 
    • mwyatt
    • January 9, 2004

39. Two Planners conflicting information on Controlled Groups

    By Guest Wesmon, May 11, 2012
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • May 16, 2012

40. Form 2848 - IRS rep asking for practitioner's SSN

    By katiejoseph, January 8, 2018
    • 12 replies
    • 5.6k views
    • 
    • pmacduff
    • January 10, 2018

41. missing participants

    By Peter Gulia, January 11, 2019
    • 12 replies
    • 2.6k views
    • 
    • TheBoxMan
    • December 21, 2020

42. Benefits held 10 months w/no interest?

    By Guest Bob Mohar, February 27, 1999
    • 12 replies
    • 1.8k views
    • 
    • richard
    • March 15, 1999

43. Coverage testing, terminated participant with zero hours but has post severance comp

    By Belgarath, March 22, 2022
    • 12 replies
    • 1.5k views
    • 
    • Nate S
    • March 25, 2022

44. Recommendation to provide TPA services

    By ITCONSTRUCTS, February 4, 2016
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • May 6, 2016

45. Eligibility not protected--cite?

    By BG5150, March 1, 2018
    • 12 replies
    • 2.9k views
    • 
    • CJ Allen
    • March 6, 2018

46. vesting on contributions

    By Santo Gold, November 15, 2018
    • 12 replies
    • 1.7k views
    • 
    • Peter Gulia
    • November 16, 2018

47. RMDs and CARES Act

    By waid10, April 28, 2020
    • 12 replies
    • 1.9k views
    • 
    • Larry Starr
    • April 29, 2020

48. Entry date occurs while employee on medical leave

    By Belgarath, June 17, 2014
    • 12 replies
    • 1.6k views
    • 
    • QDROphile
    • June 20, 2014

49. Life Insurance in DC Plan

    By MarZDoates, September 27, 2011
    • 12 replies
    • 2k views
    • 
    • Bill Presson
    • September 29, 2011

50. PYE Feb 28. Leap Year?

    By BG5150, March 9, 2017
    • 12 replies
    • 1.5k views
    • 
    • NJ Mike
    • March 10, 2017