Retirement Plans in General

5,753 topics in this forum

1. New OneMan Corp - comp from previous entity?

   By Guest MLL, January 22, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 23, 2009

2. New owner of plan sponsor is a sovereign nation

   By K2retire, February 24, 2017
   • 1 reply
   • 439 views
   • 
   • Bill Presson
   • February 24, 2017

3. New Pension Plan for Mexican Employees

   By Guest HarveyC, May 21, 2002
   • 5 replies
   • 1.6k views
   • 
   • david rigby
   • May 23, 2002

4. New Plan - SPY-Limits on Compensatin and contributions

   By Pammie57, September 10, 2015
   • 1 reply
   • 839 views
   • 
   • Tom Poje
   • September 10, 2015

5. New plan after sponsor emerges from bankruptcy; does sponsor have to count years of service before plan establishment for purposes of vesting?

   By Guest CJS, September 26, 2003
   • 2 replies
   • 906 views
   • 
   • Guest
   • September 29, 2003

6. new plan and eligibility

   By Tom Poje, March 15, 2011
   • 2 replies
   • 868 views
   • 
   • Tom Poje
   • March 15, 2011

7. new plan and vesting

   By John Feldt ERPA CPC QPA, September 1, 2011
   • 3 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • September 2, 2011

8. new plan eligibility

   By Guest R. Daestrom, March 31, 2004
   • 2 replies
   • 929 views
   • 
   • Guest
   • March 31, 2004

9. New Plan Just for Loans

   By Young Curmudgeon, January 28, 2016
   • 1 reply
   • 628 views
   • 
   • Belgarath
   • January 28, 2016

10. new plan limits

    By Tom Poje, October 16, 2013
    • 2 replies
    • 876 views
    • 
    • joel
    • October 16, 2013

11. New Plan to me -> Business has Fiscal Year, Plan has Calendar Year

    By Basically, April 11
    • 5 replies
    • 3.4k views
    • 
    • david rigby
    • April 14

12. New plan trust funded before year end?

    By Purplemandinga, September 5, 2018
    • 9 replies
    • 779 views
    • 
    • shERPA
    • September 5, 2018

13. New plan vs keeping old plan

    By ombskid, September 5, 2013
    • 3 replies
    • 849 views
    • 
    • MoJo
    • September 5, 2013

14. New plan, owner only?

    By DMcGovern, April 7, 2022
    • 3 replies
    • 800 views
    • 
    • BG5150
    • April 7, 2022

15. New plan... no compensation... only rollover contributions

    By K-t-F, September 2, 2004
    • 11 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 9, 2004

16. New QJSA/QPSA requirements for a defined contribution plan.

    By FundeK, December 31, 2003
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • December 31, 2003

17. New regs on QJSA/QPSA explanations

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

18. New Requirements for Plans???

    By Below Ground, October 21, 2016   

    • Benchmarking and 404(c)
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • October 21, 2016

19. New rollover rules under EGTRRA.

    By katieinny, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • September 23, 2002

20. New SEP Limit?

    By Guest Andy Mayo, June 14, 2001
    • 1 reply
    • 1.4k views
    • 
    • davef
    • June 14, 2001

21. New Sole-prop SEP IRA after terminated Solo 401k from S-corp?

    By Derek K, October 9, 2019   

    • two plans
    • sep ira
    • (and 1 more)

      Tagged with:

      • two plans
      • sep ira
      • solo 401k
    • 2 replies
    • 2.3k views
    • 
    • Derek K
    • October 10, 2019

22. New sponsor

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

23. new TPA for Money Purchase plan

    By M Norton, July 29, 2009
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 30, 2009

24. New Vendor - Rollover

    By waid10, June 8, 2005
    • 0 replies
    • 1.1k views
    • 
    • waid10
    • June 8, 2005

25. New version of "Inte-Greater"

    By Dave Baker, March 26, 2003
    • 0 replies
    • 1.5k views
    • 
    • Dave Baker
    • March 26, 2003

26. New W-4P for pension systems grace period - any other issues?

    By Ryan, July 25, 2022
    • 0 replies
    • 415 views
    • 
    • Ryan
    • July 25, 2022

27. Newly Key - as of exactly when? and a death question

    By ldr, June 12, 2018   

    • key
    • top heavy
    • (and 2 more)

      Tagged with:

      • key
      • top heavy
      • officer
      • death
    • 3 replies
    • 586 views
    • 
    • ldr
    • June 12, 2018

28. News Analysis -- Pension Reform: Making a Bad Situation Worse?

    By Dave Baker, September 7, 2000
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • September 8, 2000

29. next year plan limits

    By Tom Poje, October 15, 2015
    • 7 replies
    • 1.1k views
    • 
    • david rigby
    • October 21, 2015

30. next year projected limit already

    By Tom Poje, April 10, 2019
    • 2 replies
    • 733 views
    • 
    • Tom Poje
    • April 11, 2019

31. next year's limits

    By Tom Poje, May 15, 2018
    • 4 replies
    • 772 views
    • 
    • XTitan
    • May 15, 2018

32. next year's limits

    By Tom Poje, October 16, 2012
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 16, 2012

33. next year's limits

    By Tom Poje, August 15, 2008
    • 4 replies
    • 1.3k views
    • 
    • XTitan
    • August 20, 2008

34. NHCE moving to excluded class

    By Cynchbeast, May 22, 2015
    • 5 replies
    • 1.3k views
    • 
    • Cynchbeast
    • May 26, 2015

35. NHCE Opting out of Profit Sharing Plan

    By Guest Hartnett123, June 2, 2004
    • 11 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004

36. Nice trust officers' portal site found

    By Dave Baker, February 2, 2000
    • 2 replies
    • 5.3k views
    • 
    • Dave Baker
    • July 8, 2003

37. NJ and EGTRRA (not perfect together)

    By Guest GG, April 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • April 25, 2002

38. NJ State Disability included in W-2 compensation

    By Guest mpark, February 18, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 18, 2004

39. No address, 1099-R

    By No Name, December 17, 2004
    • 5 replies
    • 2k views
    • 
    • No Name
    • December 18, 2004

40. No annual notice requirement in January 2001 for sponsors of regional

    By John A, January 2, 2001
    • 2 replies
    • 1.4k views
    • 
    • Dawn Hafner
    • January 29, 2001

41. No document but deposits are made and deducted for a CB plan

    By Jakyasar, February 25
    • 4 replies
    • 2.1k views
    • 
    • CuseFan
    • February 26

42. No earnings or contributions included in final distribution amounts.

    By Guest Mabel, September 22, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 25, 2000

43. No Employees in Plan - No ERISA Coverage?

    By Christine Roberts, March 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • March 6, 2001

44. No fail safe language but too late for -11(g)

    By BG5150, August 4, 2021
    • 1 reply
    • 851 views
    • 
    • C. B. Zeller
    • August 4, 2021

45. No investments allowed by religion in plan--allowed?

    By BG5150, November 28, 2023
    • 14 replies
    • 2.4k views
    • 
    • BruceM
    • December 1, 2023

46. No longer common control

    By Guest gbialikcpa, September 29, 2010
    • 0 replies
    • 880 views
    • 
    • Guest
    • September 29, 2010

47. No Payout

    By prjrrr, April 23, 2024
    • 3 replies
    • 1.2k views
    • 
    • TheBoxMan
    • April 24, 2024

48. No Plan Assets in 2020 - CARES Act Amendment still required?

    By L. S., August 26, 2022
    • 5 replies
    • 555 views
    • 
    • L. S.
    • September 6, 2022

49. no plan sponsor

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

50. No PSP contributions in 8 years--ramifications?

    By BG5150, August 1, 2017
    • 17 replies
    • 2.3k views
    • 
    • My 2 cents
    • August 3, 2017