Retirement Plans in General

5,753 topics in this forum

1. W2 compensation - child support

   By perplexedbypensions, June 25, 2020
   • 2 replies
   • 2.1k views
   • 
   • david rigby
   • June 26, 2020

2. Lifetime income illustrations - when annual statement was previously sent

   By Belgarath, March 29, 2022
   • 2 replies
   • 632 views
   • 
   • Belgarath
   • March 30, 2022

3. confused about compensation for determining benefits & top heavy

   By Jakyasar, January 29, 2024
   • 2 replies
   • 649 views
   • 
   • CuseFan
   • January 29, 2024

4. Eligibility--Counting hours worked as student in work-study program

   By Guest MAK13, July 8, 2010
   • 2 replies
   • 890 views
   • 
   • Guest
   • July 8, 2010

5. Controlled Groups and SEP's

   By Guest, May 6, 2000
   • 2 replies
   • 1.4k views
   • 
   • richard
   • May 9, 2000

6. ERISA Bond question

   By Scuba 401, February 4, 2021
   • 2 replies
   • 909 views
   • 
   • Luke Bailey
   • February 6, 2021

7. SE Income Calculation

   By Dawn Hafner, May 22, 2001
   • 2 replies
   • 3k views
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   • Moe Howard
   • June 22, 2001

8. Using Surplus DB Assets

   By DP, November 7, 2002
   • 2 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • November 7, 2002

9. Must unallocated forfeitures (suspense account) be reallocated among participants pursuant to a spin-off from a 401(k)/PSP?

   By smm, July 9, 2004
   • 2 replies
   • 6.1k views
   • 
   • E as in ERISA
   • July 9, 2004

10. Small 501(c)3 looking to establish Benefit Program

    By Guest Nicholas, December 13, 2005
    • 2 replies
    • 3.3k views
    • 
    • Larry M
    • December 13, 2005

11. Combined 401(k) and DB Trust

    By Guest Spock, May 14, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 14, 2010

12. Can you be subject to PBGC (Title IV) when not subject to Title I of ERISA

    By mrchappers, May 26, 2016
    • 2 replies
    • 720 views
    • 
    • jpod
    • May 26, 2016

13. ESOP Distribution installments after 5 years

    By O shack Hennesy, July 7, 2019   

    • distribution timing
    • distubution
    • (and 1 more)

      Tagged with:

      • distribution timing
      • distubution
      • timing
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • July 9, 2019

14. Setting up a Money Purchase Plan

    By Guest localname, May 7, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 1999

15. Same sex marriage

    By dmb, March 19, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 19, 2004

16. Charging expenses to terminated participants' accounts

    By Guest terric, January 12, 2006
    • 2 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 12, 2006

17. Top Heavy and Key employees

    By Lori H, March 11, 2015
    • 2 replies
    • 1k views
    • 
    • Lori H
    • March 11, 2015

18. Is pension plan vulnerable to lawsuit against corporation??

    By dmb, May 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • May 15, 2000

19. Can an RMD based on an IRA balance be satisfied by taking the required

    By Guest Kathleen Fouquet, November 30, 2001
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • December 7, 2001

20. Controlled Group/Multiple Employer Question

    By Archimage, January 30, 2004
    • 2 replies
    • 1k views
    • 
    • Archimage
    • February 2, 2004

21. Settlor Fees?

    By Dougsbpc, May 1, 2007
    • 2 replies
    • 2.5k views
    • 
    • Effen
    • May 2, 2007

22. IRS Levy

    By Brenda Wren, August 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • August 18, 2012

23. Short Plan Year

    By pam@bbm, March 24, 2021
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 25, 2021

24. controlled group with attribution

    By Santo Gold, January 30, 2024
    • 2 replies
    • 728 views
    • 
    • Santo Gold
    • January 30, 2024

25. Spinoff Unrelated entity

    By 52626, July 28, 2016
    • 2 replies
    • 887 views
    • 
    • Kevin C
    • July 29, 2016

26. MEP and Real Estate Firms

    By Below Ground, April 4
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • April 7

27. ESOP and 401(k)-and excluded family member

    By Lori Foresz, March 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • Lori Foresz
    • March 14, 2007

28. Combined 415 limits for an individual who is a participant (partner) i

    By Moe Howard, May 19, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 2000

29. Qualified replacement plan related - QRP - excess assets for charitable organizations

    By Jakyasar, December 29, 2022
    • 2 replies
    • 689 views
    • 
    • C. B. Zeller
    • December 29, 2022

30. Proxy Statements- a repeat question

    By Guest meggie, April 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2001

31. Davis-Bacon Plan Design

    By Guest SDR, August 4, 2009
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • August 7, 2009

32. Contribution Amount for a Single Member LLC

    By Archimage, December 2, 2003
    • 2 replies
    • 1.3k views
    • 
    • jevd
    • December 2, 2003

33. Verifying whether an employer exists

    By Guest R. Daestrom, April 6, 2004
    • 2 replies
    • 996 views
    • 
    • Appleby
    • April 7, 2004

34. Is Amendment under HATFA for Section 436 Restriction Required?

    By rocknrolls2, December 1, 2016
    • 2 replies
    • 1.3k views
    • 
    • Trisports
    • December 21, 2016

35. Coverage Testing for Frozen DC Plan

    By chris, July 9, 2003
    • 2 replies
    • 2.3k views
    • 
    • chris
    • July 9, 2003

36. Plan Audit of Money Purchase and Profit sharing Plans

    By thepensionmaven, January 4, 2005
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 4, 2005

37. Retirement Income Replacement Ratios

    By JButtrick, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • tuni88
    • February 4, 2007

38. Can the 100% owner of an LLC have Schedule C income, or because it's a

    By dmb, July 27, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 2, 2000

39. Sensitivity analysis of pension plan liability

    By Brad Jacobs, October 1, 2016
    • 2 replies
    • 1k views
    • 
    • david rigby
    • October 3, 2016

40. Code 410(a)

    By Julie, January 23, 2019
    • 2 replies
    • 619 views
    • 
    • Luke Bailey
    • January 23, 2019

41. Death of Spouse and rollovers

    By thepensionmaven, October 23, 2019
    • 2 replies
    • 725 views
    • 
    • thepensionmaven
    • October 23, 2019

42. Divorced Railroad Spouse - former spouse still works for Railroad

    By Guest rxvstang, March 16, 2014   

    • minor child
    • 2 replies
    • 920 views
    • 
    • My 2 cents
    • March 17, 2014

43. supplemental contribution requiring 5 yrs. of service

    By Guest Cal, June 3, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 5, 2000

44. Will This Fly?

    By DP, July 27, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 2001

45. SAR - Information required to be given to participant

    By Guest terric, February 9, 2006
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • February 24, 2006

46. Safe Harbor for deposit of EE salary deferrals

    By Guest BruceC, October 22, 2008
    • 2 replies
    • 1k views
    • 
    • four01kman
    • October 23, 2008

47. real estate

    By Draper55, January 29, 2013   

    • use of the asset
    • 2 replies
    • 1.1k views
    • 
    • Draper55
    • February 1, 2013

48. Qualified Replacement Plan, allocate earnings?

    By BG5150, May 1, 2014
    • 2 replies
    • 1.9k views
    • 
    • BG5150
    • May 2, 2014

49. Common Law Employees?

    By Gilmore, April 6, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • April 7, 2004

50. Unrealized receivable for partner - plan pay?

    By AKconsult, April 9, 2008
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • April 15, 2008