Retirement Plans in General

5,781 topics in this forum

1. Massachusetts Schools Pension Plan for non teacher employees

   By Egold, April 6, 2022
   • 2 replies
   • 719 views
   • 
   • Peter Gulia
   • April 6, 2022

2. Top Heavy Minimum Allocations in 2 Plans

   By mming, October 2, 2001
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • October 2, 2001

3. what if my company b(company b bought my company a) files for bankrupt

   By Guest nharpist, December 29, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 30, 2000

4. Various questions in Affiliated Service Group situation; interlocking law firms

   By R. Butler, September 10, 2003
   • 2 replies
   • 1.3k views
   • 
   • Mike Preston
   • September 26, 2003

5. Revenue Procedure 2004-8

   By Belgarath, January 15, 2004
   • 2 replies
   • 1.6k views
   • 
   • Mike Preston
   • January 20, 2004

6. Fidelity Bond Question for retirement plans; any special exceptions for plans with separate accounts as opposed to a pooled account?

   By Guest Enda80, August 8, 2009
   • 2 replies
   • 1.4k views
   • 
   • Jim Chad
   • August 8, 2009

7. Benefits, Rights and Features

   By Doghouse, March 18, 2013   

   • Eligibility
   • 2 replies
   • 2.1k views
   • 
   • Doghouse
   • March 20, 2013

8. State play-or-pay laws to urge employers to facilitate retirement savings

   By Peter Gulia, December 29, 2015
   • 2 replies
   • 774 views
   • 
   • Peter Gulia
   • December 30, 2015

9. Is Participant Investment Direction a protected BR&F?

   By mgcpension, February 19, 2016
   • 2 replies
   • 1.2k views
   • 
   • Bird
   • February 22, 2016

10. 295 Free Recorded Webcasts About Retirement Plans

    By Dave Baker, June 29, 2017
    • 2 replies
    • 691 views
    • 
    • Gadgetfreak
    • June 30, 2017

11. 1099R Questions

    By Pammie57, January 25, 2018
    • 2 replies
    • 625 views
    • 
    • Pammie57
    • January 25, 2018

12. Statutory Exclusions

    By Guest RS Vatalaro, June 30, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • July 12, 1999

13. leasing organizations and retirement plans - top heavy issue

    By eilano, January 19, 2001
    • 2 replies
    • 1.5k views
    • 
    • dmb
    • January 19, 2001

14. GUST Deadline - New Plan

    By Guest Rand, September 8, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 17, 2001

15. Multiple Employer Plan - Another Question

    By Guest cease, June 17, 2003
    • 2 replies
    • 1.9k views
    • 
    • RTK
    • June 27, 2003

16. Contributions--timing of

    By Felicia, May 20, 2005
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • May 20, 2005

17. Davis Bacon Plans

    By PMC, June 11, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 2008

18. Garnishment of CHURCH PLAN pension benefits

    By Guest krijowri, April 14, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 2009

19. Penalty for not issuing a 1099R

    By thepensionmaven, February 2, 2013
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • February 4, 2013

20. 3(16) administrator signing 5500 for client question

    By BG5150, December 2, 2021
    • 2 replies
    • 790 views
    • 
    • BG5150
    • December 3, 2021

21. Combo plan deduction issues

    By Jakyasar, May 23, 2023
    • 2 replies
    • 437 views
    • 
    • Lou S.
    • June 2, 2023

22. Prohibited Transaction Question

    By Guest annabelle, April 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • April 26, 2005

23. emploer reimbursing plan

    By Santo Gold, May 25, 2012
    • 2 replies
    • 815 views
    • 
    • mbozek
    • May 26, 2012

24. Are money purchase pension plans subject to 408(b)(2)?

    By Lori H, January 27, 2017
    • 2 replies
    • 561 views
    • 
    • Lori H
    • January 31, 2017

25. Canadian Related Entity

    By Guest RS Vatalaro, July 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 14, 1999

26. Regs vs Proposed Regs vs IRC?

    By Guest saber, August 26, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • August 27, 2004

27. 2 CGs and staffing company

    By shERPA, February 5, 2022
    • 2 replies
    • 610 views
    • 
    • shERPA
    • February 5, 2022

28. Need help w/ coverage in a controlled group

    By jkharvey, March 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • jkharvey
    • March 16, 2007

29. Lump Sum Availability

    By Guest Scorpionpenn, April 19, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 21, 2003

30. Directed Investment Policy Issues

    By chris, November 13, 2003
    • 2 replies
    • 1k views
    • 
    • chris
    • November 19, 2003

31. Prefunded profit sharing contribution

    By Guest HeatherS, July 14, 2004
    • 2 replies
    • 3k views
    • 
    • rcline46
    • July 14, 2004

32. Notice 2007-7 Question

    By jevd, February 20, 2007
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • February 21, 2007

33. Retirement benefits

    By Don Levit, December 15, 2008
    • 2 replies
    • 1.1k views
    • 
    • Don Levit
    • December 15, 2008

34. Controlled Group Question

    By John Feldt ERPA CPC QPA, September 2, 2011
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • September 3, 2011

35. Per diem exclusion and top heavy

    By pmacduff, January 26, 2018
    • 2 replies
    • 768 views
    • 
    • Larry Starr
    • January 30, 2018

36. Pension Investment in Surgery Center, C-Shares

    By JKY, January 30, 2015   

    • investment
    • c-shares
    • (and 1 more)

      Tagged with:

      • investment
      • c-shares
      • prohibited transaction
    • 2 replies
    • 1.5k views
    • 
    • JKY
    • February 2, 2015

37. Unrelated Employers and Code Section 415

    By buckaroo, December 5, 2018
    • 2 replies
    • 1.6k views
    • 
    • Larry Starr
    • December 5, 2018

38. Cutback of Accrued Benefit

    By Christine Roberts, July 20, 1999
    • 2 replies
    • 1.5k views
    • 
    • Christine Roberts
    • July 21, 1999

39. Additional employer adopting after the year end and deduction issues

    By Jakyasar, February 9, 2024
    • 2 replies
    • 741 views
    • 
    • Jakyasar
    • February 9, 2024

40. Entry "immediately" upon meeting service requirements - day of or day after?

    By kmhaab, August 15, 2025
    • 2 replies
    • 2.6k views
    • 
    • Paul I
    • August 15, 2025

41. Mistake in Fact

    By Guest Hartnett123, April 30, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • May 1, 2004

42. PTE 79-41 Need e-copy

    By Guest ak, May 8, 2007
    • 2 replies
    • 3.8k views
    • 
    • Guest
    • May 8, 2007

43. Gateway Minimum Test and $0 contribution

    By Cynchbeast, February 22, 2016
    • 2 replies
    • 881 views
    • 
    • Mike Preston
    • February 22, 2016

44. Vesting in second plan

    By Richard Anderson, February 28, 2001
    • 2 replies
    • 1.6k views
    • 
    • Richard Anderson
    • March 1, 2001

45. The Universal Availability Rule

    By Guest Nabiyah1, September 10, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 12, 2001

46. NJ and EGTRRA (not perfect together)

    By Guest GG, April 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • April 25, 2002

47. Life insurance

    By SMB, May 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • May 5, 2006

48. Order of Withholding

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

49. Plan Compensation

    By perkinsran, November 30, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • December 1, 2009

50. DB / DC Plan Dedcution Limit

    By Below Ground, January 5, 2011
    • 2 replies
    • 897 views
    • 
    • Below Ground
    • January 5, 2011