Retirement Plans in General

5,753 topics in this forum

1. Participant fee disclosures in SPD

   By Bird, September 21, 2022
   • 4 replies
   • 1.1k views
   • 
   • Bird
   • September 23, 2022

2. Participant force out

   By Guest jhilliard, August 12, 2003
   • 17 replies
   • 5.6k views
   • 
   • Guest
   • August 19, 2003

3. participant help

   By K2retire, December 14, 2017
   • 12 replies
   • 1.8k views
   • 
   • K2retire
   • December 19, 2017

4. Participant in more than one plan issues...

   By chris, October 22, 2003
   • 15 replies
   • 3.4k views
   • 
   • david rigby
   • October 25, 2003

5. Participant in tax treaty countries

   By Susans, November 6, 2018
   • 1 reply
   • 648 views
   • 
   • Luke Bailey
   • November 7, 2018

6. Participant Loan

   By Guest DNH, July 16, 2008
   • 4 replies
   • 2k views
   • 
   • Guest
   • July 17, 2008

7. Participant loan exceeds $50,000.00

   By Guest terric, October 11, 2005
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 11, 2005

8. Participant loans from Roth, 401(a)(4) testing, and PT issues

   By Belgarath, January 13, 2014
   • 5 replies
   • 1.4k views
   • 
   • Kevin C
   • January 17, 2014

9. Participant mistakenly got distribution during merger of MP into PS; how to correct?

   By dmb, September 22, 2003
   • 1 reply
   • 1.1k views
   • 
   • ljr
   • September 22, 2003

10. Participant Opts Out (waives out)

    By Basically, March 14, 2024
    • 9 replies
    • 1.7k views
    • 
    • Bri
    • March 15, 2024

11. Participant overpaid in plan termination/how to recover funds from ove

    By Lynn Campbell, January 5, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 1999

12. Participant Record Updating?

    By Guest fcdeacy, April 20, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 2, 2005

13. Participant Request

    By chris, January 15, 2004
    • 5 replies
    • 1.2k views
    • 
    • chris
    • January 15, 2004

14. Participant Statements

    By Tom Poje, February 19, 2008
    • 4 replies
    • 1k views
    • 
    • Bird
    • February 19, 2008

15. Participant statements

    By BG5150, August 9, 2012
    • 2 replies
    • 871 views
    • 
    • BG5150
    • August 10, 2012

16. Participant Statements

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

17. Participant Statements

    By Nassau, May 17, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • May 18, 2011

18. participant statements - vesting

    By k man, April 16, 2007
    • 4 replies
    • 1.9k views
    • 
    • k man
    • April 17, 2007

19. Participant statments

    By Jim Chad, March 22, 2007
    • 3 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 28, 2007

20. participant terminates and rolls account before all contributions were made to her account

    By mariemonroe, May 1, 2018
    • 3 replies
    • 715 views
    • 
    • CuseFan
    • May 1, 2018

21. Participant under threshold to get allocation in 2020; options?

    By AlbanyConsultant, January 14, 2021
    • 4 replies
    • 546 views
    • 
    • Mike Preston
    • January 28, 2021

22. Participants never vest due to nature of jobs

    By AndrewZ, November 3, 2020
    • 0 replies
    • 447 views
    • 
    • AndrewZ
    • November 3, 2020

23. Participate in two plans

    By Guest cascigm, October 8, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 2001

24. Participating Employer / Affiliated Service Group

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

25. Participating employer goes away, is it a plan termination?

    By Flyboyjohn, November 19, 2015
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • November 20, 2015

26. Participating Employer Setting up Own Plan

    By chris, September 26, 2014
    • 10 replies
    • 3.6k views
    • 
    • QDROphile
    • September 30, 2014

27. Participation & Top Heavy Requirements

    By Guest jgordon, July 20, 2004
    • 13 replies
    • 4.1k views
    • 
    • Guest
    • July 27, 2004

28. Participation by non-resident aliens

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

29. Participation Date of Rehired Employee Who Had Received Involuntary Ca

    By KJohnson, July 14, 2000
    • 1 reply
    • 1.6k views
    • 
    • Erik Read
    • July 24, 2000

30. Participation in either/or plans

    By msmith, January 20, 2009
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2009

31. Participation waived - do they get Top Heavy contributon?

    By GrammieMame, June 24, 2016
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 28, 2016

32. Particiption in Multiple Plans Simultaneously

    By flosfur, April 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • April 29, 2003

33. Partner Always an "Employer" In Regards to Plan?

    By Christine Roberts, February 9, 2004
    • 0 replies
    • 833 views
    • 
    • Christine Roberts
    • February 9, 2004

34. Partner and sole proprietor and same client

    By ombskid, December 21, 2017
    • 6 replies
    • 1.1k views
    • 
    • Luke Bailey
    • December 27, 2017

35. Partner Comp, ASG and Other Animals

    By PensionPro, September 27, 2010
    • 4 replies
    • 991 views
    • 
    • PensionPro
    • September 30, 2010

36. Partner has negative K1 and a W2--combine?

    By BG5150, February 11, 2022
    • 17 replies
    • 2.6k views
    • 
    • BG5150
    • February 17, 2022

37. Partner in LLP wants to irrevocably elect out of qualified plan.

    By PJaeger, December 30, 1999
    • 4 replies
    • 1.5k views
    • 
    • PJaeger
    • December 30, 1999

38. Partner's negative basis & pension deduction

    By B21, July 15, 2020
    • 9 replies
    • 1.3k views
    • 
    • B21
    • July 16, 2020

39. partners & leasing organization

    By eilano, February 18, 2002
    • 0 replies
    • 1.5k views
    • 
    • eilano
    • February 18, 2002

40. Partners Funding Contributions

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

41. Partners want Solo 401(k) Plans Separate from Partnership's Plan

    By AJC, May 14
    • 6 replies
    • 3.8k views
    • 
    • RELUCTANT_LAWYER
    • May 23

42. Partners' correct date of hire?

    By shERPA, March 2, 2021
    • 4 replies
    • 1.6k views
    • 
    • shERPA
    • March 4, 2021

43. Partnership 401k

    By dmb, February 8, 2001
    • 1 reply
    • 1.8k views
    • 
    • AndyH
    • February 23, 2001

44. Partnership allocation of safe harbor contribution

    By Guest KMP, June 13, 2002
    • 2 replies
    • 2.5k views
    • 
    • Mary Kay Foss
    • June 14, 2002

45. Partnership calculation - capital percentage or profits percentage

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

46. Partnership deposit deadline

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

47. Partnership Earnings

    By Oh so SIMPLE, August 11, 2008
    • 1 reply
    • 1k views
    • 
    • K2retire
    • August 12, 2008

48. Partnership income for entry date compensation?

    By Guest esi-jht, February 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 17, 2006

49. partnership income on Form 1065

    By Santo Gold, June 22, 2007
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • June 22, 2007

50. Partnership Owner Issues

    By Lou S., December 1, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • December 1, 2009