Retirement Plans in General

5,781 topics in this forum

1. Deductibility of Contributions

   By 401_noob, May 2, 2017   

   • 404a3
   • 2 replies
   • 537 views
   • 
   • 401_noob
   • May 2, 2017

2. Bond requirements for Key HCEs only

   By Cynchbeast, October 24, 2019
   • 2 replies
   • 1k views
   • 
   • Larry Starr
   • October 25, 2019

3. Retirement Plans for employees who retire before age 65?

   By Guest Barb, May 28, 1999
   • 2 replies
   • 1.4k views
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   • Larry M
   • May 29, 1999

4. Rule of parity when using a 6 month requirement for eligibility and de

   By Guest LMalone, June 9, 2000
   • 2 replies
   • 1.8k views
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   • Kirk Maldonado
   • June 13, 2000

5. Sole Props

   By Earl, July 10, 2001
   • 2 replies
   • 1.6k views
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   • Earl
   • July 11, 2001

6. financial planning after age 50

   By Guest Dayle, July 29, 2001
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • August 3, 2001

7. Any Relief Granted by IRS to Disaster Area Victims?

   By jevd, September 2, 2005
   • 2 replies
   • 1.2k views
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   • jevd
   • September 2, 2005

8. Controlled Group

   By Effen, November 16, 2005
   • 2 replies
   • 1.8k views
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   • Blinky the 3-eyed Fish
   • November 22, 2005

9. Deductibility of Accrued Profit Sharing

   By Nassau, March 14, 2013
   • 2 replies
   • 8.2k views
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   • QDROphile
   • March 14, 2013

10. PLR's as Precedent?

    By Guest JD Colville, May 17, 1999
    • 2 replies
    • 2.6k views
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    • Guest
    • May 29, 1999

11. Participation by non-resident aliens

    By Guest DonnaD, October 7, 2004
    • 2 replies
    • 1.2k views
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    • mbozek
    • October 11, 2004

12. Timely Mailing Treated as Timely Filing

    By Kevin C, August 31, 2011
    • 2 replies
    • 1.3k views
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    • Kevin C
    • August 31, 2011

13. Definition of Non-Deductible contribution

    By Cynchbeast, September 6, 2013
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 6, 2013

14. Rollover within plan from mutual fund family to insurance company? can

    By Guest kmamka, June 15, 2000
    • 2 replies
    • 1.5k views
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    • Bill Berke
    • June 16, 2000

15. Participant Statements

    By betheeg, March 22, 2004
    • 2 replies
    • 1.3k views
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    • betheeg
    • March 22, 2004

16. Partnership deposit deadline

    By B21, September 6, 2013
    • 2 replies
    • 2.1k views
    • 
    • PensionPro
    • September 6, 2013

17. IRC 404 Deduction limit

    By jkharvey, June 15, 2000
    • 2 replies
    • 2.6k views
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    • jkharvey
    • June 16, 2000

18. pooled plan - showing fees (or not) on participant statements

    By AlbanyConsultant, July 29, 2024
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • July 29, 2024

19. What are the differences between the "non-traditional" OBRA

    By Guest Brandi King, October 3, 2000
    • 2 replies
    • 1.5k views
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    • david rigby
    • October 7, 2000

20. 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

21. SPD update

    By Guest Tammy2006, January 15, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 16, 2006

22. Returning Employer Contributoin

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

23. Restate document from Individually designed to pre-approve

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

24. Prevailing Wage Distribution

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

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

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

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

    By Belgarath, August 8, 2025
    • 2 replies
    • 2.5k views
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    • Belgarath
    • August 8, 2025

27. 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

28. Employee contributions

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

29. This group....

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

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

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

31. Under funded retirement plans -- No death benefit

    By Guest Insuror, June 8, 1999
    • 2 replies
    • 1.5k views
    • 
    • Larry M
    • June 9, 1999

32. Gramm-Leach-Bliley application to retirement plans

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

33. Effect of Cessation of Controlled Group?

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

34. Elimination of optional form of benefit

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

35. mortality table amendment necessary?

    By jlea, June 8, 2008
    • 2 replies
    • 1.9k views
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    • jlea
    • June 13, 2008

36. Vesting Question

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

37. Funding Deadline -Sole Proprietor Money Purchase Plan

    By Lou81, September 10, 2019   

    • money purchase
    • sole proprietor
    • 2 replies
    • 1.1k views
    • 
    • Lou81
    • September 10, 2019

38. Is Normal Retirement Age a Protected Benefit?

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

39. DFVC Program (pre-1988 years)

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

40. new EPCRS

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

41. Profit Sharing Only Plan (adding 401k)

    By PainPA, November 26, 2024
    • 2 replies
    • 2.2k views
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    • C. B. Zeller
    • November 27, 2024

42. Participating Employer / Affiliated Service Group

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

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

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

44. 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

45. Eligibility requirements for participation and top-heavy rules

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

46. Doctor and Affiliated Service Group

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

47. Loan Terms

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

48. Can't find code section

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

49. Predecessor plan

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

50. Key employees and stock held in an ESOP

    By KJohnson, June 27, 2000
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • June 28, 2000