Retirement Plans in General

5,753 topics in this forum

1. 3(16) administrator signing 5500 for client question

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

2. Combo plan deduction issues

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

3. Prohibited Transaction Question

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

4. emploer reimbursing plan

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

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

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

6. Canadian Related Entity

   By Guest RS Vatalaro, July 13, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 14, 1999

7. Regs vs Proposed Regs vs IRC?

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

8. 2 CGs and staffing company

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

9. Need help w/ coverage in a controlled group

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

10. Lump Sum Availability

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

11. Directed Investment Policy Issues

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

12. Prefunded profit sharing contribution

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

13. Notice 2007-7 Question

    By jevd, February 20, 2007
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • February 21, 2007

14. Retirement benefits

    By Don Levit, December 15, 2008
    • 2 replies
    • 1k views
    • 
    • Don Levit
    • December 15, 2008

15. Controlled Group Question

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

16. Per diem exclusion and top heavy

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

17. 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

18. Unrelated Employers and Code Section 415

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

19. Cutback of Accrued Benefit

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

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

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

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

    By kmhaab, August 15
    • 2 replies
    • 2.2k views
    • 
    • Paul I
    • August 15

22. Mistake in Fact

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

23. PTE 79-41 Need e-copy

    By Guest ak, May 8, 2007
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • May 8, 2007

24. Gateway Minimum Test and $0 contribution

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

25. Vesting in second plan

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

26. The Universal Availability Rule

    By Guest Nabiyah1, September 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 12, 2001

27. NJ and EGTRRA (not perfect together)

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

28. Life insurance

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

29. Order of Withholding

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

30. Plan Compensation

    By perkinsran, November 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • December 1, 2009

31. DB / DC Plan Dedcution Limit

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

32. Form 5330 Signatures

    By Pension RC, October 11, 2017
    • 2 replies
    • 2k views
    • 
    • Bill Presson
    • October 13, 2017

33. sole prop becomes an LLC during plan start up...

    By AlbanyConsultant, December 5, 2024
    • 1 reply
    • 2k views
    • 
    • Lou S.
    • December 5, 2024

34. USERRA and Eligibility?

    By Guest ERISA Anononymous, November 2, 2010
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • November 2, 2010

35. Overlapping CG and ASGs?

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

36. Trouble with the IRS forms and publications page

    By Belgarath, October 9
    • 1 reply
    • 1.1k views
    • 
    • Lois Baker
    • October 9

37. Sole Proprietor comp with forfeitures

    By Guest Cbanarer, July 15, 2002
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • July 16, 2002

38. Forfeitures and money-purchase pension plan contributions

    By Guest sampat, February 9, 2001
    • 1 reply
    • 2.7k views
    • 
    • wmyer
    • February 9, 2001

39. S-corporation deductions

    By Belgarath, August 27, 2004
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 30, 2004

40. Safe Harbor or General Nondiscrimination Test

    By Guest mhicks, October 6, 2006
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 6, 2006

41. 401(a)(31), 401(a)(9) effective dates for a retirement plan questions; absolute or first day of the first plan year following the effective dates give

    By Guest Enda80, October 28, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 29, 2008

42. retirement plans in mergers and acquisitions

    By Guest Deborah Grace, August 28, 1998
    • 1 reply
    • 2.9k views
    • 
    • Ervin Barham
    • August 31, 1998

43. Seniority and Retirement Package Offers

    By Guest Cathy, July 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • KIP KRAUS
    • July 28, 1999

44. Granting service credit to acquired employees for service with prior a

    By SMB, August 2, 2000
    • 1 reply
    • 1.7k views
    • 
    • M R Bernardin
    • August 3, 2000

45. Claiming tax credit for new plans

    By Santo Gold, April 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • April 1, 2005

46. UCA and OBRA, required effective dates? Distinct from required execution dates

    By Guest Enda80, October 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 28, 2008

47. "maintained by"

    By BTG, July 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 15, 2010

48. Immediate Eligibility Date before Plan Effective Date?

    By Guest PCS Inc, October 7, 2011
    • 1 reply
    • 945 views
    • 
    • Guest
    • October 7, 2011

49. GUST Amendments

    By Guest Toby P London, August 31, 1998
    • 1 reply
    • 2.6k views
    • 
    • Dave Baker
    • September 1, 1998

50. Partnership Owner Issues

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