Retirement Plans in General

5,753 topics in this forum

1. DC - 1 Exam.

   By Manish, June 17, 2017
   • 2 replies
   • 898 views
   • 
   • Manish
   • June 19, 2017

2. Money Purchase post-tax employee contributions

   By Guest Kathleen Toth, April 12, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • April 13, 2000

3. Required Minimum Contribution Deadline extension to 1/1/2021

   By NQS, April 30, 2020
   • 2 replies
   • 937 views
   • 
   • NQS
   • May 1, 2020

4. Multiple schedule c's

   By Jakyasar, March 27, 2022
   • 2 replies
   • 748 views
   • 
   • Mike Preston
   • March 29, 2022

5. Which regulations might the next President put on hold?

   By Peter Gulia, November 14, 2024
   • 2 replies
   • 1.9k views
   • 
   • Peter Gulia
   • November 19, 2024

6. I'm filling out a new adoption agreement (PSP)... for GUST. Can I sw

   By Moe Howard, October 18, 2002
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • October 21, 2002

7. limits for 2015

   By Tom Poje, June 18, 2014
   • 2 replies
   • 995 views
   • 
   • Tom Poje
   • June 19, 2014

8. Aggregation of Plans Required?

   By Dougsbpc, June 5, 2022
   • 2 replies
   • 571 views
   • 
   • CuseFan
   • June 6, 2022

9. Partnership calculation - capital percentage or profits percentage

   By Belgarath, June 18, 2014
   • 2 replies
   • 1.3k views
   • 
   • Lou S.
   • June 18, 2014

10. Age on Uniform Lifetime Table for RMD

    By Pension RC, November 17, 2017
    • 2 replies
    • 714 views
    • 
    • ETA Consulting LLC
    • November 18, 2017

11. operational compliance versus controlled group testing?

    By Draper55, July 2, 2019
    • 2 replies
    • 597 views
    • 
    • CuseFan
    • July 3, 2019

12. Is purchase of annuity by plan a prohibited transaction where particip

    By chris, April 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • chris
    • April 19, 2000

13. "LEO" Plan??

    By Guest CJK, January 28, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • January 30, 2002

14. Davis Bacon

    By Belgarath, May 7, 2015
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • May 7, 2015

15. changes to EPCRS - VCP filings

    By Tom Poje, October 1, 2018
    • 2 replies
    • 821 views
    • 
    • Carol V. Calhoun
    • October 22, 2018

16. Partners Funding Contributions

    By Dougsbpc, November 21, 2023
    • 2 replies
    • 555 views
    • 
    • Luke Bailey
    • November 22, 2023

17. Affiilated Service Group (ASG) & top heavy allocation

    By Jakyasar, April 2
    • 2 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 2

18. Do you need to adjust compensation for family members of HCE to calcul

    By Guest Suzanne Bernhardt, November 8, 2001
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • November 8, 2001

19. 20% Tax withholding on distributions

    By KevinMc, August 28, 2015
    • 2 replies
    • 970 views
    • 
    • david rigby
    • August 28, 2015

20. Leased Employee hired

    By Dougsbpc, December 14, 2015
    • 2 replies
    • 926 views
    • 
    • mariemonroe
    • November 28, 2017

21. TPA Adding Plan Sponsor to E&O Policy as Add'l Insured

    By IhrtERISA, January 21, 2019
    • 2 replies
    • 683 views
    • 
    • hr for me
    • January 21, 2019

22. Allocation Formula Choice

    By Guest R Snyder, September 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • actuarysmith
    • September 12, 2002

23. 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
    • 904 views
    • 
    • Guest
    • September 29, 2003

24. Prohibited transaction issue with DOL

    By Guest borderline, November 27, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 27, 2013

25. Combo plan deduction - 404a7 - non PBGC

    By Jakyasar, March 23, 2021
    • 2 replies
    • 638 views
    • 
    • Jakyasar
    • March 24, 2021

26. Cash balance definition of compensation 2% shareholder medical S-Corp

    By LMK TPA, July 17, 2024
    • 2 replies
    • 611 views
    • 
    • Bri
    • July 18, 2024

27. IRS Determination letter - reviewer request

    By Belgarath, August 16, 2012
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 16, 2012

28. Plan Sponsor changes from Sole Proprietor to Corporation

    By rodin011, January 24, 2022
    • 2 replies
    • 567 views
    • 
    • rodin011
    • January 25, 2022

29. plan #'s

    By Guest beckyhummer, June 13, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 18, 2001

30. Self Employment Income calc

    By buckaroo, June 18, 2014
    • 2 replies
    • 935 views
    • 
    • buckaroo
    • June 19, 2014

31. Prohibited Transaction Exemptions

    By tigerdallas, March 29, 2016
    • 2 replies
    • 1.6k views
    • 
    • tigerdallas
    • March 31, 2016

32. Alternative Methods for Determining Fees in Lieu of Revenue Sharing

    By rocknrolls2, September 28, 2016
    • 2 replies
    • 691 views
    • 
    • Mr Bagwell
    • September 28, 2016

33. Return of non-deductible contributions

    By dan.jock, March 7, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • March 8, 2017

34. Merging two plans

    By Guest cascigm, April 30, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • May 2, 1999

35. Change in vesting rules

    By pbarrett, May 2, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 3, 2000

36. 415 limits in DC plans

    By Santo Gold, February 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • himt4
    • February 14, 2007

37. Purchase of Real Estate in a Qualified Plan

    By Guest lthorne11, May 12, 2011
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • May 12, 2011

38. 2016 IRS Benefits & Contributions Limits Announced

    By Carol V. Calhoun, October 21, 2015   

    • 415
    • 401(k)
    • (and 6 more)

      Tagged with:

      • 415
      • 401(k)
      • defined benefit
      • defined contribution
      • highly compensated employee
      • 403(b)
      • 457
      • section 415
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 5, 2016

39. What is TPA exposure for reporting late deferrals on 5500?

    By BG5150, September 23, 2021
    • 2 replies
    • 1.4k views
    • 
    • Barry Levy
    • September 27, 2021

40. If a company had only one owner-operator, who administers its retirement plan after her death?

    By Peter Gulia, August 19, 2022
    • 2 replies
    • 662 views
    • 
    • Peter Gulia
    • August 19, 2022

41. using IRA funds to purchase a business

    By Guest jigpsu, February 8, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 9, 2006

42. Employer contribution paid on time but not allocated timely

    By Tom, May 17, 2024
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • May 17, 2024

43. EGTRRA Changes to Involuntary Cash-out Rules - Effective Date?

    By Guest sgb, May 30, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 30, 2002

44. Protecting Plan Assets upon plan termination

    By dmb, August 15, 2003
    • 2 replies
    • 948 views
    • 
    • david rigby
    • August 15, 2003

45. Very confusing item on form 5307

    By Trekker, October 21, 2015
    • 2 replies
    • 1.3k views
    • 
    • Trekker
    • April 14, 2016

46. Amendment to "unfreeze" a previously frozen money purchase p

    By davef, April 28, 2000
    • 2 replies
    • 1.8k views
    • 
    • Bill Berke
    • May 8, 2000

47. 401k moving to a 403b?

    By Santo Gold, September 25, 2024
    • 2 replies
    • 900 views
    • 
    • Patricia Neal Jensen
    • September 26, 2024

48. Former employees and top-heavy tests

    By Guest Enda80, July 5, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 7, 2008

49. Balance Forward PS Plan and Interim Valuation

    By Susan S., May 31, 2013
    • 2 replies
    • 2k views
    • 
    • Bird
    • June 3, 2013

50. Last Day of Plan Year is Plan Entry Date

    By Guest, May 5, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2000