Retirement Plans in General

5,753 topics in this forum

1. Once a 5% owner, always a 5% owner?

   By Guest Kathleen Fouquet, October 25, 2001
   • 3 replies
   • 1.7k views
   • 
   • R. Butler
   • October 25, 2001

2. One or two VCP applications/fees?

   By J Simmons, December 15, 2020
   • 1 reply
   • 619 views
   • 
   • EBECatty
   • December 16, 2020

3. One owner, multiple companies - single or multiple employer plan?

   By TPApril, August 5, 2021
   • 1 reply
   • 649 views
   • 
   • C. B. Zeller
   • August 5, 2021

4. One participant plan if it used to cover none owned

   By CKocher, September 6, 2023
   • 4 replies
   • 533 views
   • 
   • CKocher
   • September 10, 2023

5. one participant plans and 404a5 and PPA periodic notice

   By cpc0506, March 27, 2014
   • 2 replies
   • 1.1k views
   • 
   • cpc0506
   • March 27, 2014

6. One Participant Retirement Plan

   By Guest John Sample, November 13, 2001
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • November 13, 2001

7. one partner in partnership wants only alternative investments in 401(k)

   By AJC, February 22, 2021
   • 10 replies
   • 867 views
   • 
   • Luke Bailey
   • March 3, 2021

8. one person money purchase

   By Guest Toni Sorenson, November 16, 1999
   • 2 replies
   • 1.4k views
   • 
   • Dave Baker
   • November 18, 1999

9. one person plan... owner deceased, final 5500 never filed

   By AlbanyConsultant, October 18, 2021
   • 3 replies
   • 775 views
   • 
   • Peter Gulia
   • October 20, 2021

10. One plan purchasing an investment from another

    By Dougsbpc, February 26, 2003
    • 5 replies
    • 1.4k views
    • 
    • Dougsbpc
    • February 28, 2003

11. One shareholder has a right of first refusal before other shareholder

    By Guest Kim C, July 7, 2000
    • 19 replies
    • 7.6k views
    • 
    • Guest
    • August 2, 2000

12. one time irrevocable election

    By Guest Brenda Schachle, May 22, 2003
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • May 22, 2003

13. One Time Irrevocable Elections

    By Guest Edward McElroy, April 25, 2002
    • 6 replies
    • 2.6k views
    • 
    • AndyH
    • April 30, 2002

14. One-Man 401k

    By Guest Karen H. Meyer, October 12, 2001
    • 12 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 19, 2001

15. Online EIN letter requiring IRS Form 945

    By maverick, February 13, 2008
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • February 13, 2008

16. Only Non-HCE excluded from coverage?

    By Gilmore, April 27, 2022
    • 8 replies
    • 833 views
    • 
    • C. B. Zeller
    • April 29, 2022

17. Only owner deferred

    By Cynchbeast, January 20, 2016
    • 8 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 9, 2017

18. Open Enrollment?

    By Guest, April 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Erik Read
    • May 2, 2000

19. Opening the Federal Thrift Savings Plan to everyone?

    By Peter Gulia, May 14, 2014
    • 12 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 19, 2014

20. operational compliance versus controlled group testing?

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

21. Opinion: Might Be Best Not to Save Too Much for Retirement

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 5.8k views
    • 
    • Guest
    • August 29, 2007

22. Opinions needed on Employer/Employee relationship

    By No Name, June 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • June 9, 2004

23. Opinions on "The Pension Answer Book"

    By Guest mrjones, February 27, 2005
    • 45 replies
    • 9.5k views
    • 
    • Effen
    • October 11, 2005

24. Opposite-sex domestic partner - health insurance premium taxation

    By Belgarath, February 9, 2015
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • February 11, 2015

25. Optional Reference Lists DL applications

    By JJRetirement, January 7, 2016   

    • determination letter
    • form 5300
    • (and 5 more)

      Tagged with:

      • determination letter
      • form 5300
      • individually designed plan
      • cycle E
      • Defined benefit
      • defined contribution
      • plan amendment
    • 0 replies
    • 586 views
    • 
    • JJRetirement
    • January 7, 2016

26. Options as Plan Investments????

    By Guest Phil L, March 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 31, 1999

27. Order of disqualification

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

28. Order of Withholding

    By Randy Watson, November 2, 2007
    • 2 replies
    • 1.1k views
    • 
    • Randy Watson
    • November 2, 2007

29. Original amendment period to adopt ERISA

    By JanetM, January 19, 2006
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • January 20, 2006

30. ORP - College plan

    By K-t-F, October 3, 2012
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • October 9, 2012

31. Orphan Plan question

    By mariemonroe, January 9, 2013
    • 1 reply
    • 1.3k views
    • 
    • MoJo
    • January 9, 2013

32. Orphan Plan?

    By Guest AFRICA6796, November 28, 2001
    • 3 replies
    • 1.6k views
    • 
    • Erik Read
    • December 10, 2001

33. Orphan Sole proprietor Plan-What to do?

    By jane123, July 24, 2005
    • 3 replies
    • 1.5k views
    • 
    • No Name
    • July 25, 2005

34. OT - Judy Diamond marketing

    By Tax Cowboy, January 21   

    • marketing
    • retirement plans
    • 2 replies
    • 2.7k views
    • 
    • Bantais
    • October 6

35. Otherwise excluable employees

    By jpod, June 19, 2014
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • June 23, 2014

36. Otherwise excludable when YOS is elapsed time?

    By BG5150, March 1, 2022
    • 2 replies
    • 1.1k views
    • 
    • bito'money
    • March 3, 2022

37. Outsourced CFO - affiliated service group

    By dan.jock, February 6, 2018
    • 3 replies
    • 780 views
    • 
    • Luke Bailey
    • February 8, 2018

38. outsourcing pensions work - pros and cons

    By Guest student_actuary, January 2, 2006
    • 9 replies
    • 5.9k views
    • 
    • Guest
    • February 3, 2006

39. Over 415 Limit

    By Guest GordonJ, March 11, 2009
    • 10 replies
    • 1.8k views
    • 
    • Appleby
    • March 14, 2009

40. Over Contributed

    By Guest lindamichals, January 18, 2006
    • 5 replies
    • 1.6k views
    • 
    • E as in ERISA
    • January 19, 2006

41. Over Contribution to Terminated Participants

    By DP, January 12, 2010
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • January 13, 2010

42. Over-contributions / Forfeitures

    By Guest Jhagan, June 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 5, 1999

43. overfunded DB and new PSP - senior moments

    By thepensionmaven, May 14, 2020
    • 2 replies
    • 732 views
    • 
    • thepensionmaven
    • May 14, 2020

44. Overlapping CG and ASGs?

    By Gilmore, December 9, 2016
    • 1 reply
    • 751 views
    • 
    • John Feldt ERPA CPC QPA
    • December 14, 2016

45. Overlappping Related Employer Groups

    By Gilmore, November 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • Gilmore
    • November 15, 2013

46. Overtime Excluded in 401K Deduction Calculations

    By Mrs V, July 23, 2017   

    • overtime
    • 401k deductions
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 24, 2017

47. Own Business with SIMPLE IRA, Options for additional self employment income

    By Thomas Jefferson, February 2, 2024
    • 4 replies
    • 830 views
    • 
    • Georgegip
    • February 20, 2024

48. Owner and one non eligible EE

    By K-t-F, July 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • July 26, 2004

49. Owner Comp Mid-year Plan Termination

    By BG5150, July 23, 2020
    • 27 replies
    • 3.2k views
    • 
    • Larry Starr
    • July 29, 2020

50. Owner compensation in short plan year

    By BG5150, October 28, 2020
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • November 6, 2020