Retirement Plans in General

5,750 topics in this forum

1. Top Heavy Plan - Former Key - attribution

   By Guest Holly Foster, January 10, 2011
   • 1 reply
   • 3.8k views
   • 
   • Lou S.
   • January 10, 2011

2. Vesting using elapsed time

   By Belgarath, June 6
   • 5 replies
   • 3.8k views
   • 
   • Belgarath
   • June 6

3. What is DOL form EBS-1

   By Guest Fishchick, March 14, 2000
   • 2 replies
   • 3.8k views
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   • Kirk Maldonado
   • March 14, 2000

4. 25% Deduction limit in pro-rata allocation

   By Becky Schwing, August 21, 2018
   • 26 replies
   • 3.8k views
   • 
   • Belgarath
   • August 23, 2018

5. early withdrawal

   By Guest OngM, January 28, 2001
   • 2 replies
   • 3.8k views
   • 
   • Guest
   • April 19, 2002

6. 25% of eligible compensation deductible limit

   By dmb, November 30, 2017
   • 12 replies
   • 3.8k views
   • 
   • Belgarath
   • September 12, 2022

7. Should an individual who receives only the top-heavy minimum contribut

   By John A, October 20, 2000
   • 4 replies
   • 3.8k views
   • 
   • John A
   • October 20, 2000

8. Davis Bacon Profit Sharing Plans

   By Guest gaham, February 2, 1999
   • 3 replies
   • 3.8k views
   • 
   • Guest
   • February 8, 1999

9. Top Heavy Permissive Aggregation

   By Guest lforesz, April 9, 2003
   • 20 replies
   • 3.8k views
   • 
   • AndyH
   • April 17, 2003

10. Catch-up contributions

    By Guest slt, November 7, 2001
    • 20 replies
    • 3.8k views
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    • BeckyMiller
    • January 7, 2002

11. Normal Retirement Age

    By katieinny, January 21, 2003
    • 22 replies
    • 3.8k views
    • 
    • katieinny
    • January 28, 2003

12. Change in plan sponsor

    By MoShawn, February 28, 2011
    • 4 replies
    • 3.8k views
    • 
    • david rigby
    • February 28, 2011

13. Bank of America Fair Fund Distribution

    By BG5150, June 21, 2010
    • 4 replies
    • 3.8k views
    • 
    • movedon
    • June 22, 2010

14. Disability Pay on a W-2 by the insurance company?

    By Belgarath, August 11, 2022
    • 5 replies
    • 3.8k views
    • 
    • Belgarath
    • August 15, 2022

15. Who takes deduction for controlled group contribution

    By Guest jgordon, October 14, 2003
    • 5 replies
    • 3.8k views
    • 
    • GBurns
    • October 15, 2003

16. What are the difficulties of a brokerage window?

    By Peter Gulia, April 14
    • 9 replies
    • 3.8k views
    • 
    • Peter Gulia
    • April 16

17. Returned from ASPPA

    By Tom Poje, November 9, 2005
    • 18 replies
    • 3.8k views
    • 
    • Guest
    • November 11, 2005

18. RMD 60 day rollover waiver

    By Guest DeeBee, January 6, 2009
    • 1 reply
    • 3.8k views
    • 
    • david rigby
    • January 6, 2009

19. Refund due date

    By Guest Jeff Weber, March 10, 2009
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • March 10, 2009

20. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26, 2019
    • 6 replies
    • 3.8k views
    • 
    • NJ Mike
    • June 28, 2019

21. Partners want Solo 401(k) Plans Separate from Partnership's Plan

    By AJC, May 14
    • 6 replies
    • 3.8k views
    • 
    • RELUCTANT_LAWYER
    • May 23

22. December 31 is a Sunday

    By Below Ground, January 29, 2018   

    • last day rule
    • 39 replies
    • 3.8k views
    • 
    • Larry Starr
    • February 10, 2018

23. Contribution made after tax deadline

    By Jakyasar, June 26
    • 6 replies
    • 3.8k views
    • 
    • Jakyasar
    • July 7

24. QNECs used in top heavy determination

    By Trekker, January 8, 2009
    • 20 replies
    • 3.7k views
    • 
    • Bird
    • January 13, 2009

25. Rehired Participants

    By Connor, September 12
    • 10 replies
    • 3.7k views
    • 
    • ESOP Guy
    • October 6

26. Control Group Definition

    By Guest Kerry, September 25, 1998
    • 1 reply
    • 3.7k views
    • 
    • Dawn Hafner
    • September 25, 1998

27. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 3.7k views
    • 
    • Gadgetfreak
    • March 17, 2017

28. Retirement Plan Expenses

    By Egold, August 30
    • 1 reply
    • 3.7k views
    • 
    • Bill Presson
    • August 30

29. IRS Announces Pension Plan Limitations for 2009

    By J Simmons, October 3, 2008
    • 19 replies
    • 3.7k views
    • 
    • jevd
    • October 17, 2008

30. FICA on profit sharing contribution

    By Santo Gold, December 18, 2009
    • 1 reply
    • 3.7k views
    • 
    • jpod
    • December 18, 2009

31. S Corp dividends paid to Profit Sharing Trust

    By dmb, March 26, 2002
    • 13 replies
    • 3.7k views
    • 
    • Kirk Maldonado
    • March 29, 2002

32. PTE 79-41 Need e-copy

    By Guest ak, May 8, 2007
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • May 8, 2007

33. Will 2025 end without legislation about retirement plans?

    By Peter Gulia, May 27
    • 1 reply
    • 3.7k views
    • 
    • Paul I
    • May 28

34. Directed TTEE vs. Named Fiduciary

    By Guest Ephesian431, February 3, 2000
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • February 9, 2000

35. Irrevocable Election between Plans

    By Guest AEA, March 16, 2001
    • 8 replies
    • 3.7k views
    • 
    • Bob R
    • March 31, 2001

36. Can a plan purchase an insurance policy on a totally unrelated 3rd party?

    By Earl, May 25, 2004
    • 17 replies
    • 3.7k views
    • 
    • Belgarath
    • June 7, 2004

37. Who's the beneficiary?

    By Belgarath, April 9, 2019
    • 18 replies
    • 3.7k views
    • 
    • rocknrolls2
    • October 15, 2019

38. Eligibility service less than statutory minimum

    By Guest Dave Peckham, May 29, 2013
    • 9 replies
    • 3.7k views
    • 
    • Guest
    • June 4, 2013

39. Plan Document vs. Collective Bargaining Agreement

    By CuseFan, September 6, 2017
    • 5 replies
    • 3.7k views
    • 
    • Luke Bailey
    • September 14, 2017

40. Do I have to continue filing 5500-EZ?

    By Jakyasar, April 14
    • 4 replies
    • 3.7k views
    • 
    • Bruce1
    • April 16

41. Deductibility of 2 Years of Contributions in One Year

    By mwyatt, March 28, 2018
    • 10 replies
    • 3.7k views
    • 
    • Mike Preston
    • April 11, 2019

42. Definition of HCE - plan uses lookback year - when does new $85,000 de

    By Dave Baker, October 25, 1999
    • 16 replies
    • 3.7k views
    • 
    • IRC401
    • December 16, 1999

43. Links to text of Internal Revenue Code and Treasury Regulations

    By justanotheradmin, July 30
    • 10 replies
    • 3.7k views
    • 
    • Peter Gulia
    • August 1

44. MEP situation - one of the more bizarre situations I've encountered

    By Belgarath, September 4
    • 4 replies
    • 3.7k views
    • 
    • Artie M
    • September 4

45. Pooled Profit Sharing

    By Nic, May 22, 2019
    • 20 replies
    • 3.6k views
    • 
    • Gilmore
    • May 30, 2019

46. DOL Investigation

    By Guest mrilao, December 8, 2004
    • 15 replies
    • 3.6k views
    • 
    • AndyH
    • December 9, 2004

47. Prohibited transaction?

    By R. Butler, July 1, 2002
    • 16 replies
    • 3.6k views
    • 
    • Kirk Maldonado
    • July 2, 2002

48. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 3.6k views
    • 
    • masteff
    • June 18, 2007

49. "Bad Boy" clause authority - where is it?

    By kboyce, December 4, 2000
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • December 14, 2000

50. New regs on QJSA/QPSA explanations

    By Belgarath, December 22, 2003
    • 13 replies
    • 3.6k views
    • 
    • Mike Preston
    • December 26, 2003