Retirement Plans in General

5,753 topics in this forum

1. If a plan excludes all HCEs, and also excludes some NHCEs, must covera

   By katieinny, February 11, 2003
   • 4 replies
   • 1.2k views
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   • Mike Preston
   • February 11, 2003

2. Deving comp from W2's

   By BG5150, April 11, 2012
   • 4 replies
   • 1.2k views
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   • david rigby
   • April 11, 2012

3. IFR - Lifetime Income Illustrations

   By Madison71, September 3, 2020
   • 7 replies
   • 1.2k views
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   • C. B. Zeller
   • September 24, 2020

4. Prior Service Credit

   By Scott, February 24, 2006
   • 0 replies
   • 1.2k views
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   • Scott
   • February 24, 2006

5. Introductory Textbook about Retirement Plans??

   By SFSD, August 17, 2015
   • 7 replies
   • 1.2k views
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   • Doghouse
   • August 18, 2015

6. Merging two Profit Sharing Plans - one with union employees

   By Guest terric, February 14, 2005
   • 3 replies
   • 1.2k views
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   • Effen
   • February 14, 2005

7. "Partial" plan termination

   By thepensionmaven, October 31, 2018
   • 6 replies
   • 1.2k views
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   • thepensionmaven
   • November 5, 2018

8. Plan Design Question Regarding Vesting

   By Archimage, March 1, 2005
   • 5 replies
   • 1.2k views
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   • Archimage
   • March 1, 2005

9. Controlled group doesn't exist after all, but treated as one for several years

   By katieinny, March 2, 2011
   • 3 replies
   • 1.2k views
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   • PensionPro
   • March 21, 2011

10. Deadline for GUST SPD

    By Lynn Campbell, February 20, 2004
    • 1 reply
    • 1.2k views
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    • mming
    • February 23, 2004

11. Prohibited Transaction?

    By Connor, June 7, 2024
    • 4 replies
    • 1.2k views
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    • Ilene Ferenczy
    • June 10, 2024

12. Multiple employer 401k plan terminates

    By Belgarath, July 30, 2015
    • 3 replies
    • 1.2k views
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    • austin3515
    • August 10, 2015

13. Company-paid pension and profit-sharing distributions

    By Guest Carma Christensen, September 20, 2002
    • 1 reply
    • 1.2k views
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    • E as in ERISA
    • September 20, 2002

14. Vesting when merging plans

    By Guest Thornton, June 8, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 8, 2001

15. Qualifying Plan Asset

    By WDIK, July 7, 2003
    • 5 replies
    • 1.2k views
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    • ljr
    • July 11, 2003

16. In-plan Roth rollovers/conversions

    By Belgarath, December 13, 2021
    • 4 replies
    • 1.2k views
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    • Belgarath
    • December 14, 2021

17. Annual additions crediting?

    By jaemmons, November 12, 2004
    • 3 replies
    • 1.2k views
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    • pmacduff
    • November 12, 2004

18. PCs within an LLP

    By nancy, September 24, 2001
    • 0 replies
    • 1.2k views
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    • nancy
    • September 24, 2001

19. Trustee Directed DC Plan Statements

    By zimbo, April 9, 2008
    • 0 replies
    • 1.2k views
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    • zimbo
    • April 9, 2008

20. Controlled Group

    By cpc0506, November 22, 2009
    • 3 replies
    • 1.2k views
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    • Guest
    • November 24, 2009

21. doctor owner who is not independent contractor

    By AKconsult, April 27, 2012
    • 4 replies
    • 1.2k views
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    • PensionPro
    • May 2, 2012

22. Plan to Plan transfers for a union population

    By Jpagano, January 20, 2021
    • 5 replies
    • 1.2k views
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    • Luke Bailey
    • January 22, 2021

23. Was the song’s 64 a retirement age in England?

    By Peter Gulia, March 29, 2021   

    • normal retirement age
    • 9 replies
    • 1.2k views
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    • MoJo
    • March 30, 2021

24. DB/DC terminating during the year

    By Jakyasar, July 11, 2022
    • 6 replies
    • 1.2k views
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    • Nate S
    • July 13, 2022

25. Same Desk Rule, Spinoff?

    By Guest chris4013, October 8, 2004
    • 0 replies
    • 1.2k views
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    • Guest
    • October 8, 2004

26. Order of disqualification

    By rcline46, May 17, 2011
    • 4 replies
    • 1.2k views
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    • rcline46
    • May 18, 2011

27. Sole Proprietor

    By Guest nps, May 12, 2003
    • 4 replies
    • 1.2k views
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    • rcline46
    • May 13, 2003

28. Partial Termination of Plan

    By Guest budman, March 20, 2003
    • 2 replies
    • 1.2k views
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    • david rigby
    • March 20, 2003

29. Will self-correction almost entirely replace the IRS’s Voluntary Correction Program?

    By Peter Gulia, January 4, 2023
    • 6 replies
    • 1.2k views
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    • Luke Bailey
    • January 15, 2023

30. Plan Compensation

    By perkinsran, November 30, 2009
    • 2 replies
    • 1.2k views
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    • K2retire
    • December 1, 2009

31. What to count for top heavy

    By Santo Gold, March 17, 2006
    • 1 reply
    • 1.2k views
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    • Kirk Maldonado
    • March 18, 2006

32. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 9, 2001

33. Can sole prop delay contrib until 10/15?

    By Guest rickw, August 15, 2003
    • 7 replies
    • 1.2k views
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    • mwyatt
    • August 16, 2003

34. New (old?) Planning concept

    By bzorc, November 30, 2001
    • 0 replies
    • 1.2k views
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    • bzorc
    • November 30, 2001

35. money purchase assets rolled into an existing profit sharing plan

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 1.2k views
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    • chris
    • January 15, 2004

36. Which is better: a State-run IRA program, or a 401(k) plan?

    By Peter Gulia, December 26, 2020   

    • state-run ira program
    • 10 replies
    • 1.2k views
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    • Peter Gulia
    • December 29, 2020

37. Copy of PLR

    By Appleby, May 7, 2007
    • 2 replies
    • 1.2k views
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    • Appleby
    • May 9, 2007

38. Transitional management of retirement plans due to acquisition

    By Guest keep it simple, March 9, 2005
    • 3 replies
    • 1.2k views
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    • SoCalActuary
    • March 10, 2005

39. Rehired former participants & beginning of the year participant co

    By R. Butler, July 9, 2002
    • 1 reply
    • 1.2k views
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    • Richard Anderson
    • July 9, 2002

40. Deduction split between 2 entities

    By Jakyasar, July 13, 2020
    • 4 replies
    • 1.2k views
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    • Larry Starr
    • July 13, 2020

41. Particiption in Multiple Plans Simultaneously

    By flosfur, April 28, 2003
    • 2 replies
    • 1.2k views
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    • Mike Preston
    • April 29, 2003

42. Who is Not an Interested Party Not entitled to Notice?

    By Briandfox, April 15, 2014
    • 1 reply
    • 1.2k views
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    • KED
    • April 15, 2014

43. Insurance death benefit

    By AlbanyConsultant, March 4, 2008
    • 1 reply
    • 1.2k views
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    • Belgarath
    • March 4, 2008

44. Real Estate Professional

    By amcorson, December 4, 2008
    • 3 replies
    • 1.2k views
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    • jpod
    • December 5, 2008

45. H.R. 1779 and it's potential effects on Defined Benefit Plans?

    By Guest fcdeacy, April 26, 2004
    • 8 replies
    • 1.2k views
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    • Guest
    • April 27, 2004

46. Taxation of Restoration Payments to Have Forfeitures Restored

    By rocknrolls2, April 22, 2024
    • 6 replies
    • 1.2k views
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    • Paul I
    • April 24, 2024

47. Top Heavy - Employee Transferring from Non-union to Union status

    By dcoderre, February 16, 2003
    • 0 replies
    • 1.2k views
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    • dcoderre
    • February 16, 2003

48. Allocating Employer Contributions

    By Guest Grumpy455, April 14, 2005
    • 3 replies
    • 1.2k views
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    • david rigby
    • April 15, 2005

49. ERISA anti-alienation

    By Ian, August 24, 2020
    • 5 replies
    • 1.2k views
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    • Ian
    • August 24, 2020

50. No Payout

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