Retirement Plans in General

5,781 topics in this forum

1. Setting up a SIMPLE IRA plan after a 401(k) plan is terminated.

   By katieinny, August 16, 2002
   • 2 replies
   • 1.3k views
   • 
   • mbozek
   • August 16, 2002

2. Forms and Notices for Participants

   By Pammie57, August 23, 2019
   • 2 replies
   • 832 views
   • 
   • Pammie57
   • August 26, 2019

3. Controlled Group?

   By richard, March 5, 1999
   • 2 replies
   • 1.6k views
   • 
   • Dave Baker
   • March 6, 1999

4. Uniform General Power of Attorney Act

   By J Simmons, September 22, 2008
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 22, 2008

5. Related Rollover or not?

   By cpc0506, March 19, 2016
   • 2 replies
   • 2.1k views
   • 
   • Kevin C
   • March 22, 2016

6. Need advice on whether to return to work full-time

   By Guest, March 10, 2000
   • 2 replies
   • 1.5k views
   • 
   • Disco Stu
   • March 10, 2000

7. Is there a controlled group-Another tough question!

   By Guest m.n.ouellette, November 12, 2008
   • 2 replies
   • 933 views
   • 
   • Guest
   • November 13, 2008

8. Fidelity Bond Requirements for a Retirement Plan

   By Guest Enda80, May 31, 2009
   • 2 replies
   • 1.8k views
   • 
   • WDIK
   • June 1, 2009

9. New sponsor

   By ombskid, February 24, 2011
   • 2 replies
   • 944 views
   • 
   • ombskid
   • February 24, 2011

10. PS Contribution in 401(k) Plan

    By msmith, August 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 2011

11. Participant statements

    By BG5150, August 9, 2012
    • 2 replies
    • 886 views
    • 
    • BG5150
    • August 10, 2012

12. Deduction where FY is different than PY

    By Jakyasar, June 16, 2020
    • 2 replies
    • 1.2k views
    • 
    • Larry Starr
    • June 16, 2020

13. Remove life insurance as investment option?

    By Guest boberlander, December 20, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2000

14. Self-Employment Earned Income and Permitted Disparity

    By Guest Enda80, April 4, 2009
    • 2 replies
    • 961 views
    • 
    • Guest
    • April 6, 2009

15. Is it ever imprudent to get rid of a service provider that can't meet an information request?

    By Peter Gulia, April 2, 2012
    • 2 replies
    • 900 views
    • 
    • Peter Gulia
    • April 3, 2012

16. 1099 R Question

    By Pammie57, January 11, 2017
    • 2 replies
    • 569 views
    • 
    • Lou S.
    • January 11, 2017

17. Final Rule - PBGC Missing Participants Program

    By Madison71, January 9, 2018
    • 2 replies
    • 668 views
    • 
    • Madison71
    • January 10, 2018

18. What is DOL form EBS-1

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

19. Recovering Large Overpayment

    By Guest bassman, March 7, 2003
    • 2 replies
    • 1.7k views
    • 
    • mal
    • March 10, 2003

20. Old Eligibility Requirements

    By ConnieStorer, June 26, 2019   

    • old rules.. age 25
    • 2 replies
    • 620 views
    • 
    • ConnieStorer
    • June 26, 2019

21. When is the contribution actually made?

    By richard, March 15, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 1999

22. Controlled Group?

    By Gilmore, June 16, 2020
    • 2 replies
    • 957 views
    • 
    • Gilmore
    • June 16, 2020

23. Successor plan technicality

    By Bri, July 11, 2023
    • 2 replies
    • 452 views
    • 
    • Bri
    • July 11, 2023

24. When Does This Become A Prohibited Transaction?

    By mming, March 6, 2008
    • 2 replies
    • 2.2k views
    • 
    • Jim Norman
    • March 6, 2008

25. Trust Accounting - Life Insurance

    By Guest Stephanie Tapp, March 30, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 30, 2007

26. How do franchises affect retirement plan coverage issues?

    By Guest Enda80, June 2, 2008
    • 2 replies
    • 1.1k views
    • 
    • Lori Friedman
    • June 2, 2008

27. Matching Contribution Timing

    By mjf06241972, December 9, 2020
    • 2 replies
    • 547 views
    • 
    • MWeddell
    • December 14, 2020

28. Indexed Limits and latest CPI factor

    By Tom Poje, April 23, 2014
    • 2 replies
    • 831 views
    • 
    • K2retire
    • April 24, 2014

29. Plan Sponsor named as Participant's beneficiary

    By Guest Andy, March 22, 1999
    • 2 replies
    • 1.4k views
    • 
    • Larry M
    • March 25, 1999

30. no plan sponsor

    By Guest BonnieG, April 21, 2006
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • April 21, 2006

31. What to do with missing participants - California style. (Does Califor

    By John A, March 15, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • March 15, 2000

32. IRS fines material advisors YOU

    By Guest VEBAPLAN, November 23, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 23, 2010

33. GayleAkrai Wrote....

    By Guest ERead, March 26, 1999
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 27, 1999

34. Can a depletion of assets cause a partial termination?

    By John A, March 15, 2000
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 16, 2000

35. ERISA Fiduciary Indemnification

    By Guest TroyRiley, March 8, 2003
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 9, 2003

36. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 2 replies
    • 977 views
    • 
    • PensionPro
    • February 21, 2009

37. Amend Plan to Eliminate Involuntary Distribution

    By Guest erc, December 8, 2004
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • December 17, 2004

38. Re-Hired Employee Question

    By Dougsbpc, September 17, 2021
    • 2 replies
    • 820 views
    • 
    • Mike Preston
    • September 17, 2021

39. temp employees hired full time

    By eilano, September 4, 2003
    • 2 replies
    • 2.2k views
    • 
    • KJohnson
    • September 4, 2003

40. Prohibited Transaction

    By k man, September 23, 2008
    • 2 replies
    • 1k views
    • 
    • K2retire
    • September 23, 2008

41. Multiple Employer Plan & Top heavy test

    By Guest Amy Marie, June 14, 2011
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • June 20, 2011

42. Prohibited transaction question

    By CassandraS, January 17, 2014   

    • Prohibited transaction
    • construction
    • (and 2 more)

      Tagged with:

      • Prohibited transaction
      • construction
      • self-directed IRAs
      • Management company
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 17, 2014

43. FIS - Relius Indemnification Clauses

    By D.J. Simonetti, December 6, 2019
    • 2 replies
    • 784 views
    • 
    • D.J. Simonetti
    • December 7, 2019

44. employee census data mishap

    By Guest Jon G., November 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 2006

45. PBGC proposed rules

    By Belgarath, January 23, 2013   

    • DC plans
    • Fiduciary liability
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • January 23, 2013

46. RTS, Report 1, ADP test

    By Cathy from Chicago, January 25, 2000
    • 2 replies
    • 2.1k views
    • 
    • Cathy from Chicago
    • January 26, 2000

47. Statutory employee issue

    By Guest brewbren, March 14, 2001
    • 2 replies
    • 7.3k views
    • 
    • David MacLennan
    • March 25, 2001

48. Sponsor did not fully fund the profit sharing contribution deduction shown on 2001 tax return; how to handle 2001 allocation report?

    By eilano, September 25, 2003
    • 2 replies
    • 1.3k views
    • 
    • eilano
    • September 26, 2003

49. Corporate acquisition/plan termination/415

    By Carol V. Calhoun, June 11, 2025
    • 2 replies
    • 3.5k views
    • 
    • Paul I
    • June 11, 2025

50. Notice Requirements Applicable When Money Purchase Plan is Merged into

    By Guest Edward McElroy, November 28, 2001
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • November 29, 2001