Retirement Plans in General

5,781 topics in this forum

1. charging participants for the plan audit

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

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

   By Peter Gulia, February 16, 2023   

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

3. Retirment Plan Options for Small Businesses

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

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

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

5. 403(b) vs. 401(k)

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

6. Key/top heavy

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

7. Compensation Definition

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

8. Contribution to an owner's individual account

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

9. Ownership %-ages in Affiliated Service Group

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

10. Reciprocity Issue Under California Public Entity Retirement Law

    By Guest marykd, April 16, 2013   

    • reciprocity
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2013

11. Compensation question

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

12. Benefit levels for non-union, hourly EEs

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

13. RMD Taken Too Early

    By RCK13, May 14, 2021   

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

14. Deadline for Determination Letter Application for Initial Qualification

    By casey72, October 18, 2022
    • 2 replies
    • 1.1k views
    • 
    • EBP
    • October 21, 2022

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

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

16. 412(i) Plan Administration

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

17. excluding owner by attribution from ps allocation

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

18. Investment options

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

19. State needs to receive 5500?

    By Dennis Povloski, April 3, 2008
    • 2 replies
    • 932 views
    • 
    • Dennis Povloski
    • April 3, 2008

20. Investment Mistake/Additional Assets After Part Made Whole

    By Zorro1k, October 19, 2015   

    • investment
    • plan asset
    • (and 2 more)

      Tagged with:

      • investment
      • plan asset
      • plan assets
      • mistake
    • 2 replies
    • 918 views
    • 
    • Zorro1k
    • October 19, 2015

21. Where do the terms "ER" and "EE" come from?

    By ESOP Guy, February 1, 2021
    • 2 replies
    • 850 views
    • 
    • BG5150
    • December 29, 2021

22. ODBC vs. RTS versions

    By Guest TrustMe401k, January 27, 2000
    • 2 replies
    • 2k views
    • 
    • Earl
    • January 29, 2001

23. Prenuptial agreements and separation

    By Guest kandria72, February 1, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • February 3, 2003

24. Death Audits

    By Guest toddlok, March 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 16, 2009

25. Plan documents & Docusign

    By doombuggy, September 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • October 1, 2009

26. Roth Rollover as RMD

    By rcline46, December 23, 2010
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 23, 2010

27. Early 5500 Filing

    By Cynchbeast, May 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • SMB
    • May 12, 2011

28. Can they deduct 2017 contrib on 2018 taxes?

    By BG5150, August 8, 2018
    • 2 replies
    • 489 views
    • 
    • Larry Starr
    • August 8, 2018

29. SIMPLE IRA

    By Jeannine, February 17, 2023
    • 2 replies
    • 722 views
    • 
    • Jeannine
    • February 17, 2023

30. Affiliated Service Group Question/Sanity Check

    By CuseFan, May 2, 2019
    • 2 replies
    • 711 views
    • 
    • CuseFan
    • May 2, 2019

31. ERISA Bond

    By Dan, April 5, 1999
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • November 1, 2002

32. Death Benefit Payout Periods under SECURE Act

    By Belgarath, October 14, 2020
    • 2 replies
    • 542 views
    • 
    • cathyw
    • October 14, 2020

33. Part-time employees

    By perkinsran, September 20, 2021
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • September 21, 2021

34. Nice trust officers' portal site found

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

35. No response from IRS

    By Basically, March 15, 2024
    • 2 replies
    • 949 views
    • 
    • Jaded
    • March 18, 2024

36. SIMPLE IRA into DB Plan - 2024

    By Jakyasar, July 15, 2024
    • 2 replies
    • 629 views
    • 
    • Kac1214
    • July 17, 2024

37. FreeERISA.com

    By JanetM, August 20, 2002
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • August 20, 2002

38. Affiliate Service Group and Independent Contractor

    By Guest MarcA, July 31, 2009
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 12, 2009

39. controlled groups and attribution

    By Guest Bob Monte, September 4, 2001
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 5, 2001

40. Form 5500, Schedule I, Question 4k

    By Guest taj32z, February 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 20, 2003

41. Under Age Children in plan

    By Guest tajcc, February 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 13, 2007

42. VCP Submission Backlog? 11 months and counting?

    By Jaeded, May 2, 2023
    • 2 replies
    • 768 views
    • 
    • Barbara
    • May 4, 2023

43. pro rating the SSTWB integration limit in a short year (plan term)

    By AlbanyConsultant, January 24, 2024
    • 2 replies
    • 794 views
    • 
    • AlbanyConsultant
    • January 24, 2024

44. FRS 17 - new UK accounting standard

    By JanetM, May 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • May 9, 2002

45. Embezzled funds

    By Guest RMPension, October 25, 2006
    • 2 replies
    • 3.2k views
    • 
    • Belgarath
    • October 26, 2006

46. New Form 5307 (3/08)

    By J Simmons, April 5, 2008
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • May 15, 2008

47. PS58 Costs - Insurance in 401(k)

    By Cynchbeast, April 18, 2013
    • 2 replies
    • 4.5k views
    • 
    • DMcGovern
    • April 18, 2013

48. Calculating Partership Compensation

    By Guest Hartnett123, March 18, 2004
    • 2 replies
    • 946 views
    • 
    • Guest
    • March 18, 2004

49. Amendment timing

    By dmb, November 25, 2002
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • November 25, 2002

50. Cash-out rules

    By Guest Patkelley007, January 18, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 19, 2007