Retirement Plans in General

5,753 topics in this forum

1. Are the proposed regs on deemed IRAs issued 5/20/2003 the latest guidance we have?

   By Guest RSNOW, September 30, 2003
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • September 30, 2003

2. SPD update

   By Guest Tammy2006, January 15, 2006
   • 2 replies
   • 1.5k views
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   • Guest
   • January 16, 2006

3. Returning Employer Contributoin

   By Chey1999, March 18, 2015
   • 2 replies
   • 1.5k views
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   • Mike Preston
   • March 19, 2015

4. Restate document from Individually designed to pre-approve

   By Soundbc1, June 2, 2016
   • 2 replies
   • 791 views
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   • Soundbc1
   • June 2, 2016

5. Prevailing Wage Distribution

   By mjf06241972, March 20, 2019
   • 2 replies
   • 1.6k views
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   • Amyrmaid
   • March 21, 2019

6. Disaster relief - 404(a)(6) deadline

   By Belgarath, October 1, 2024
   • 2 replies
   • 784 views
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   • Belgarath
   • October 1, 2024

7. SECURE 2.0 amendment deadlines for "applicable collectively bargained plans"

   By Belgarath, August 8
   • 2 replies
   • 2.1k views
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   • Belgarath
   • August 8

8. 415 Limit Non-Calendar Year Plans

   By Guest dyoder, December 14, 2004
   • 2 replies
   • 2.7k views
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   • SoCalActuary
   • December 14, 2004

9. Employee contributions

   By Guest pepe100, September 6, 2005
   • 2 replies
   • 1.4k views
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   • Lori Friedman
   • September 6, 2005

10. This group....

    By Cathy from Chicago, September 6, 2007
    • 2 replies
    • 4.4k views
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    • Guest
    • February 18, 2009

11. "Of counsel"--are they employees?

    By Laura Harrington, December 19, 2011
    • 2 replies
    • 1.1k views
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    • jpod
    • December 19, 2011

12. Under funded retirement plans -- No death benefit

    By Guest Insuror, June 8, 1999
    • 2 replies
    • 1.4k views
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    • Larry M
    • June 9, 1999

13. Gramm-Leach-Bliley application to retirement plans

    By Guest Darrell, September 6, 2001
    • 2 replies
    • 1.7k views
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    • JWK
    • November 13, 2001

14. Effect of Cessation of Controlled Group?

    By chris, June 16, 2003
    • 2 replies
    • 1.1k views
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    • chris
    • June 16, 2003

15. Elimination of optional form of benefit

    By mariemonroe, April 6, 2007
    • 2 replies
    • 1.3k views
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    • Effen
    • April 27, 2007

16. mortality table amendment necessary?

    By jlea, June 8, 2008
    • 2 replies
    • 1.8k views
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    • jlea
    • June 13, 2008

17. Vesting Question

    By mming, November 16, 2012
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • November 16, 2012

18. Funding Deadline -Sole Proprietor Money Purchase Plan

    By Lou81, September 10, 2019   

    • money purchase
    • sole proprietor
    • 2 replies
    • 902 views
    • 
    • Lou81
    • September 10, 2019

19. Is Normal Retirement Age a Protected Benefit?

    By Scott, October 3, 2002
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • October 3, 2002

20. DFVC Program (pre-1988 years)

    By Guest mbg76, October 30, 2006
    • 2 replies
    • 1.4k views
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    • jpod
    • October 31, 2006

21. new EPCRS

    By Tom Poje, January 2, 2013
    • 2 replies
    • 1k views
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    • Tom Poje
    • January 2, 2013

22. Profit Sharing Only Plan (adding 401k)

    By PainPA, November 26, 2024
    • 2 replies
    • 2.1k views
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    • C. B. Zeller
    • November 27, 2024

23. Participating Employer / Affiliated Service Group

    By mming, July 28, 2011
    • 2 replies
    • 1.6k views
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    • mming
    • August 30, 2011

24. Start 401(k) same year as SIMPLE IRA?

    By BG5150, March 19, 2014
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 19, 2014

25. How do you monitor if pension recipients are alive of deceased?

    By Guest JIM Burke, June 1, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 10, 1999

26. Eligibility requirements for participation and top-heavy rules

    By Guest Hilarion, November 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 1, 2004

27. Doctor and Affiliated Service Group

    By Guest EMM118, December 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2005

28. Loan Terms

    By zimbo, August 5, 2008
    • 2 replies
    • 964 views
    • 
    • zimbo
    • August 6, 2008

29. Can't find code section

    By BG5150, January 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 26, 2010

30. Predecessor plan

    By Cynchbeast, September 8, 2013
    • 2 replies
    • 1.4k views
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    • GMK
    • September 9, 2013

31. Key employees and stock held in an ESOP

    By KJohnson, June 27, 2000
    • 2 replies
    • 2k views
    • 
    • Kirk Maldonado
    • June 28, 2000

32. In-plan Roth Conversion ... clarificatioin

    By Basically, March 28, 2024
    • 2 replies
    • 957 views
    • 
    • R Griffith
    • March 29, 2024

33. Control Groups

    By Guest terric, December 19, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 31, 2003

34. Plan and fiscal year don't match

    By Belgarath, November 30, 2018
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • December 3, 2018

35. Protection of plan assets accrued in non ERISA plans

    By mbozek, April 28, 2004
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • April 29, 2004

36. contributions

    By Felicia, July 14, 2005
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • July 14, 2005

37. Rule of Parity / BIS Question

    By KCA, May 24, 2012
    • 2 replies
    • 3.2k views
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    • KCA
    • May 24, 2012

38. Plan options for a self employed, 58 year old sole employee

    By kwalified, August 21, 2012
    • 2 replies
    • 897 views
    • 
    • ETA Consulting LLC
    • August 22, 2012

39. Loans and IRS audit

    By Cynchbeast, October 21, 2013
    • 2 replies
    • 1.1k views
    • 
    • shERPA
    • October 21, 2013

40. Using prior income for DB Plan

    By Earl, August 25, 2017
    • 2 replies
    • 698 views
    • 
    • Larry Starr
    • August 30, 2017

41. Two year entry

    By Karen McIver, April 1, 2021
    • 2 replies
    • 1.9k views
    • 
    • Karen McIver
    • April 1, 2021

42. Controlled Group - Two Plans to Avoid Audit and Permissive Aggregation Question

    By Will.I.Am, August 26, 2022
    • 2 replies
    • 764 views
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    • Will.I.Am
    • August 30, 2022

43. Yet another SECURE 2.0 provision - Auto-Portability

    By Belgarath, August 2, 2023
    • 2 replies
    • 627 views
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    • Roycal
    • August 3, 2023

44. Incorrect Vesting % on Annual Statements

    By chris, June 3, 2002
    • 2 replies
    • 1.9k views
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    • chris
    • June 4, 2002

45. False identity of participant

    By Guest BJW, October 22, 2002
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • October 23, 2002

46. Money Purchase Minimum Funding

    By Guest ehayes, March 13, 2003
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • March 13, 2003

47. Direct rollover to Roth - some pre-tax and some post-tax

    By Belgarath, July 12, 2010
    • 2 replies
    • 965 views
    • 
    • Belgarath
    • July 13, 2010

48. K-1 comp question

    By BG5150, September 8, 2015
    • 2 replies
    • 796 views
    • 
    • Belgarath
    • September 8, 2015

49. Wrong Form 5500

    By randy, August 25, 2017
    • 2 replies
    • 1.3k views
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    • stephen
    • September 1, 2017

50. Link to technical explanation etc

    By Appleby, February 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 8, 2007