Retirement Plans in General

5,768 topics in this forum

1. Controlled group - private equity platform

   By Belgarath, May 15, 2025
   • 6 replies
   • 3.9k views
   • 
   • Belgarath
   • May 16, 2025

2. What are the difficulties of a brokerage window?

   By Peter Gulia, April 14, 2025
   • 9 replies
   • 3.9k views
   • 
   • Peter Gulia
   • April 16, 2025

3. Must a fiduciary do something about a plan that in form is tax-disqualified?

   By Peter Gulia, June 21, 2013   

   • ERISA
   • fiduciary
   • 11 replies
   • 3.9k views
   • 
   • Peter Gulia
   • June 21, 2013

4. Brother-Sister Controlled Group

   By Guest Enda80, January 20, 2008
   • 3 replies
   • 3.9k views
   • 
   • Jim Chad
   • April 3, 2008

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

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

6. Vesting using elapsed time

   By Belgarath, June 6, 2025
   • 5 replies
   • 3.9k views
   • 
   • Belgarath
   • June 6, 2025

7. Davis-Bacon/Prevailing Wage plan vesting

   By rcline46, June 3, 2005
   • 10 replies
   • 3.9k views
   • 
   • Kirk Maldonado
   • June 10, 2005

8. 25% of eligible compensation deductible limit

   By dmb, November 30, 2017
   • 12 replies
   • 3.9k views
   • 
   • Belgarath
   • September 12, 2022

9. 25% Deduction limit in pro-rata allocation

   By Becky Schwing, August 21, 2018
   • 26 replies
   • 3.9k views
   • 
   • Belgarath
   • August 23, 2018

10. What is DOL form EBS-1

    By Guest Fishchick, March 14, 2000
    • 2 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • March 14, 2000

11. Top Heavy Plan - Former Key - attribution

    By Guest Holly Foster, January 10, 2011
    • 1 reply
    • 3.9k views
    • 
    • Lou S.
    • January 10, 2011

12. Maryland Social Security Number Privacy Act

    By stephen, February 8, 2006
    • 4 replies
    • 3.9k views
    • 
    • E as in ERISA
    • February 8, 2006

13. Normal Retirement Age

    By katieinny, January 21, 2003
    • 22 replies
    • 3.9k views
    • 
    • katieinny
    • January 28, 2003

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

    By justanotheradmin, July 30, 2025
    • 10 replies
    • 3.9k views
    • 
    • Peter Gulia
    • August 1, 2025

15. early withdrawal

    By Guest OngM, January 28, 2001
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • April 19, 2002

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

    By John A, October 20, 2000
    • 4 replies
    • 3.9k views
    • 
    • John A
    • October 20, 2000

17. Top Heavy Permissive Aggregation

    By Guest lforesz, April 9, 2003
    • 20 replies
    • 3.9k views
    • 
    • AndyH
    • April 17, 2003

18. Catch-up contributions

    By Guest slt, November 7, 2001
    • 20 replies
    • 3.9k views
    • 
    • BeckyMiller
    • January 7, 2002

19. Who takes deduction for controlled group contribution

    By Guest jgordon, October 14, 2003
    • 5 replies
    • 3.9k views
    • 
    • GBurns
    • October 15, 2003

20. Davis Bacon Profit Sharing Plans

    By Guest gaham, February 2, 1999
    • 3 replies
    • 3.9k views
    • 
    • Guest
    • February 8, 1999

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

    By AJC, May 14, 2025
    • 6 replies
    • 3.8k views
    • 
    • RELUCTANT_LAWYER
    • May 23, 2025

22. Contribution made after tax deadline

    By Jakyasar, June 26, 2025
    • 6 replies
    • 3.8k views
    • 
    • Jakyasar
    • July 7, 2025

23. Change in plan sponsor

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

24. Bank of America Fair Fund Distribution

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

25. Refund due date

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

26. Returned from ASPPA

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

27. December 31 is a Sunday

    By Below Ground, January 29, 2018   

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

28. Who's the beneficiary?

    By Belgarath, April 9, 2019
    • 18 replies
    • 3.8k views
    • 
    • rocknrolls2
    • October 15, 2019

29. RMD 60 day rollover waiver

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

30. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 3.8k views
    • 
    • Gadgetfreak
    • March 17, 2017

31. QNECs used in top heavy determination

    By Trekker, January 8, 2009
    • 20 replies
    • 3.8k views
    • 
    • Bird
    • January 13, 2009

32. Control Group Definition

    By Guest Kerry, September 25, 1998
    • 1 reply
    • 3.8k views
    • 
    • Dawn Hafner
    • September 25, 1998

33. FICA on profit sharing contribution

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

34. S Corp dividends paid to Profit Sharing Trust

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

35. Will 2025 end without legislation about retirement plans?

    By Peter Gulia, May 27, 2025
    • 1 reply
    • 3.7k views
    • 
    • Paul I
    • May 28, 2025

36. Deductibility of 2 Years of Contributions in One Year

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

37. IRS Announces Pension Plan Limitations for 2009

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

38. Irrevocable Election between Plans

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

39. Retroactively Amend Plan to Make Allocation Requirement More Generous?

    By Lucky32, September 9, 2025
    • 16 replies
    • 3.7k views
    • 
    • Lucky32
    • September 11, 2025

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

    By Jakyasar, April 14, 2025
    • 4 replies
    • 3.7k views
    • 
    • Bruce1
    • April 16, 2025

41. PTE 79-41 Need e-copy

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

42. Does a participant/decedent’s creditor go after her retirement plan account?

    By Peter Gulia, May 9, 2022
    • 14 replies
    • 3.7k views
    • 
    • Nate S
    • May 13, 2022

43. Plan Document vs. Collective Bargaining Agreement

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

44. Pooled Profit Sharing

    By Nic, May 22, 2019
    • 20 replies
    • 3.7k views
    • 
    • Gilmore
    • May 30, 2019

45. Contribution funding and tax return extensions

    By JPIngold, April 20, 2023
    • 9 replies
    • 3.7k views
    • 
    • Paul I
    • May 1, 2023

46. 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

47. Directed TTEE vs. Named Fiduciary

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

48. Eligibility service less than statutory minimum

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

49. DOL Investigation

    By Guest mrilao, December 8, 2004
    • 15 replies
    • 3.7k views
    • 
    • AndyH
    • December 9, 2004

50. Anniversary date entry when hired on the 2nd day of a month

    By ESOP Guy, August 6, 2025
    • 13 replies
    • 3.7k views
    • 
    • david rigby
    • August 7, 2025