Retirement Plans in General

5,753 topics in this forum

1. Recovering Large Overpayment

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

2. Old Eligibility Requirements

   By ConnieStorer, June 26, 2019   

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

3. When is the contribution actually made?

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

4. Controlled Group?

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

5. Successor plan technicality

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

6. When Does This Become A Prohibited Transaction?

   By mming, March 6, 2008
   • 2 replies
   • 2.1k views
   • 
   • Jim Norman
   • March 6, 2008

7. Trust Accounting - Life Insurance

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

8. How do franchises affect retirement plan coverage issues?

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

9. Matching Contribution Timing

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

10. Indexed Limits and latest CPI factor

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

11. Plan Sponsor named as Participant's beneficiary

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

12. no plan sponsor

    By Guest BonnieG, April 21, 2006
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 21, 2006

13. 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

14. IRS fines material advisors YOU

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

15. GayleAkrai Wrote....

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

16. 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

17. ERISA Fiduciary Indemnification

    By Guest TroyRiley, March 8, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 9, 2003

18. PS-Deferrals-Catchup in 2 plans

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

19. Amend Plan to Eliminate Involuntary Distribution

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

20. Re-Hired Employee Question

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

21. temp employees hired full time

    By eilano, September 4, 2003
    • 2 replies
    • 2.1k views
    • 
    • KJohnson
    • September 4, 2003

22. Prohibited Transaction

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

23. Multiple Employer Plan & Top heavy test

    By Guest Amy Marie, June 14, 2011
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 20, 2011

24. 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

25. FIS - Relius Indemnification Clauses

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

26. employee census data mishap

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

27. PBGC proposed rules

    By Belgarath, January 23, 2013   

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

28. RTS, Report 1, ADP test

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

29. Statutory employee issue

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

30. 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

31. Corporate acquisition/plan termination/415

    By Carol V. Calhoun, June 11
    • 2 replies
    • 3.4k views
    • 
    • Paul I
    • June 11

32. 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

33. charging participants for the plan audit

    By Santo Gold, September 30, 2010
    • 2 replies
    • 882 views
    • 
    • david rigby
    • September 30, 2010

34. May a military make-up deferral be a Roth deferral?

    By Peter Gulia, February 16, 2023   

    • userra
    • 2 replies
    • 643 views
    • 
    • Peter Gulia
    • February 17, 2023

35. Retirment Plan Options for Small Businesses

    By Guest Bobclp, September 4, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 7, 2001

36. Affiliated Svc Group, Etc... Issue?

    By chris, March 8, 2007
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 17, 2007

37. 403(b) vs. 401(k)

    By Guest Cyndi, March 14, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 31, 1999

38. Key/top heavy

    By Belgarath, July 14, 2023
    • 2 replies
    • 442 views
    • 
    • Belgarath
    • July 14, 2023

39. Compensation Definition

    By Archimage, December 12, 2002
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • December 12, 2002

40. Contribution to an owner's individual account

    By Guest terric, April 23, 2004
    • 2 replies
    • 921 views
    • 
    • david rigby
    • April 23, 2004

41. Ownership %-ages in Affiliated Service Group

    By J Simmons, October 25, 2007
    • 2 replies
    • 948 views
    • 
    • J Simmons
    • October 26, 2007

42. Reciprocity Issue Under California Public Entity Retirement Law

    By Guest marykd, April 16, 2013   

    • reciprocity
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 17, 2013

43. Compensation question

    By BG5150, January 16, 2017
    • 2 replies
    • 489 views
    • 
    • rocknrolls2
    • January 30, 2017

44. Benefit levels for non-union, hourly EEs

    By Guest GregSelf, March 23, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 24, 2000

45. RMD Taken Too Early

    By RCK13, May 14, 2021   

    • rmd
    • 2 replies
    • 775 views
    • 
    • RCK13
    • May 14, 2021

46. Deadline for Determination Letter Application for Initial Qualification

    By casey72, October 18, 2022
    • 2 replies
    • 1k views
    • 
    • EBP
    • October 21, 2022

47. Does the type of ownership shares matter when determining if someone i

    By Guest michaelv, April 26, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 8, 2001

48. 412(i) Plan Administration

    By Guest Rick Baker, July 25, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 25, 2003

49. excluding owner by attribution from ps allocation

    By betheeg, May 12, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • May 12, 2004

50. Investment options

    By Guest bba, December 30, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2005