Retirement Plans in General

5,781 topics in this forum

1. 3401(a) exlcude sales commissions?

   By Guest Enda80, April 6, 2008
   • 2 replies
   • 1.3k views
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   • Mike Preston
   • April 7, 2008

2. Date of Plan Adoption

   By thepensionmaven, December 22, 2022
   • 2 replies
   • 660 views
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   • CuseFan
   • December 23, 2022

3. Reasonable Compensation Guidance

   By youngbenefitslawyer, June 16, 2025
   • 2 replies
   • 3.3k views
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   • Artie M
   • June 17, 2025

4. Sole Owner and ERISA Plan

   By SRM, July 29, 2004
   • 2 replies
   • 2.3k views
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   • SRM
   • July 29, 2004

5. 3 owners form an LLC, but want different benefits from the plan(s)

   By Santo Gold, March 9, 2007
   • 2 replies
   • 1.3k views
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   • Mike Preston
   • March 11, 2007

6. Deduction for short plan year

   By Guest Sieve, July 29, 2008
   • 2 replies
   • 1.7k views
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   • Guest
   • July 29, 2008

7. Distributions for person difficult to locate; purely hypothetical case

   By Guest Enda80, June 3, 2009
   • 2 replies
   • 1.1k views
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   • masteff
   • June 3, 2009

8. Related group rules for non-profits

   By R. Butler, May 23, 2016
   • 2 replies
   • 741 views
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   • rcline46
   • May 24, 2016

9. EGTRRA and rollovers into a 401(a) plan.

   By Belgarath, May 9, 2002
   • 2 replies
   • 1.9k views
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   • Appleby
   • May 9, 2002

10. retirement plans through the years

    By Guest nynaeve, May 4, 2009
    • 2 replies
    • 1.2k views
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    • david rigby
    • May 4, 2009

11. Year of Service and Part-time Participants

    By Guest jgordon, April 14, 2003
    • 2 replies
    • 1.2k views
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    • david rigby
    • April 14, 2003

12. What's the difference between a "common" trust and a "collective" trust?

    By Guest rpreston, May 26, 2003
    • 2 replies
    • 12.3k views
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    • Harwood
    • May 28, 2003

13. Timing of Deductible Employer Contribution Deposit

    By Buckoosier, March 11, 2014
    • 2 replies
    • 900 views
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    • Buckoosier
    • March 12, 2014

14. Match and locations

    By S- Milwaukee, May 24, 2016   

    • match
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • May 24, 2016

15. SMM Requirements as to content

    By Belgarath, January 17, 2019
    • 2 replies
    • 779 views
    • 
    • Belgarath
    • January 17, 2019

16. How do you correct filing duplicate 1099-Rs?

    By John A, March 31, 2000
    • 2 replies
    • 2.3k views
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    • John A
    • April 11, 2000

17. 414(s) compensation

    By Guest ENT, December 13, 2011
    • 2 replies
    • 1.5k views
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    • Tom Poje
    • December 13, 2011

18. Non-Profit Interested in 401(k) Plan

    By Dougsbpc, October 20, 2015
    • 2 replies
    • 710 views
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    • QDROphile
    • October 21, 2015

19. DC - 1 Exam.

    By Manish, June 17, 2017
    • 2 replies
    • 1.1k views
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    • Manish
    • June 19, 2017

20. Money Purchase post-tax employee contributions

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

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

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

22. Multiple schedule c's

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

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

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

24. 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
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    • Guest
    • October 21, 2002

25. limits for 2015

    By Tom Poje, June 18, 2014
    • 2 replies
    • 1k views
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    • Tom Poje
    • June 19, 2014

26. Aggregation of Plans Required?

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

27. Partnership calculation - capital percentage or profits percentage

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

28. Age on Uniform Lifetime Table for RMD

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

29. operational compliance versus controlled group testing?

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

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

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

31. "LEO" Plan??

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

32. Davis Bacon

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

33. changes to EPCRS - VCP filings

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

34. Partners Funding Contributions

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

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

    By Jakyasar, April 2, 2025
    • 2 replies
    • 2.5k views
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    • John Feldt ERPA CPC QPA
    • April 2, 2025

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

    By Guest Suzanne Bernhardt, November 8, 2001
    • 2 replies
    • 1.9k views
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    • Tom Poje
    • November 8, 2001

37. Controlled Group Question

    By kimso, November 21, 2025
    • 2 replies
    • 797 views
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    • austin3515
    • November 25, 2025

38. 20% Tax withholding on distributions

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

39. Leased Employee hired

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

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

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

41. Allocation Formula Choice

    By Guest R Snyder, September 11, 2002
    • 2 replies
    • 1.5k views
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    • actuarysmith
    • September 12, 2002

42. 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
    • 920 views
    • 
    • Guest
    • September 29, 2003

43. Prohibited transaction issue with DOL

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

44. Combo plan deduction - 404a7 - non PBGC

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

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

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

46. IRS Determination letter - reviewer request

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

47. Plan Sponsor changes from Sole Proprietor to Corporation

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

48. plan #'s

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

49. Self Employment Income calc

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

50. Prohibited Transaction Exemptions

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