Retirement Plans in General

5,753 topics in this forum

1. Personnel Manual and Plan Document differ in eligibility criteria for 403(b)(9) non-electing church plan

   By KaJay, August 20, 2019
   • 7 replies
   • 1k views
   • 
   • KaJay
   • August 23, 2019

2. Pet Insurance

   By JackS, July 5, 2018   

   • compensation
   • fringe benefits
   • 1 reply
   • 762 views
   • 
   • Larry Starr
   • July 5, 2018

3. Phased Retirement

   By Guest Phased, August 9, 2004
   • 2 replies
   • 1.1k views
   • 
   • MGB
   • August 9, 2004

4. Phased Retirement - Ideas?

   By waid10, August 12, 2005
   • 9 replies
   • 1.9k views
   • 
   • Erik Read
   • September 1, 2005

5. Phased Retirement Plan - Employer Discretion

   By Carol V. Calhoun, August 2, 2017
   • 2 replies
   • 707 views
   • 
   • Luke Bailey
   • August 3, 2017

6. Phased Retirement Plans

   By Guest Steven N, November 10, 2004
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • November 10, 2004

7. Phone number or address to obtain a new copy of lost favorable determi

   By John A, April 3, 2000
   • 1 reply
   • 1.3k views
   • 
   • Alf
   • April 4, 2000

8. Physician with ownership in Dialysis Center

   By Dougsbpc, March 30, 2022
   • 1 reply
   • 529 views
   • 
   • Nate S
   • March 30, 2022

9. Physicians Group contracted by National Group ASG? PEO?

   By Guest Born2Run, August 11, 2009
   • 0 replies
   • 946 views
   • 
   • Guest
   • August 11, 2009

10. place for it not to stand as considered ongoing

    By Guest Enda80, October 15, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 16, 2009

11. Places to look for new job?

    By BG5150, May 14, 2015
    • 4 replies
    • 1k views
    • 
    • Hojo
    • June 10, 2015

12. Placing of Controlled Group HCEs on subsidiaries' payrolls to satisfy

    By Guest McElroy, June 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 12, 2000

13. Plan "Contribution"?

    By J Simmons, December 4, 2008
    • 3 replies
    • 1.1k views
    • 
    • J Simmons
    • December 4, 2008

14. plan #'s

    By Guest beckyhummer, June 13, 2001
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 18, 2001

15. plan admin qt.

    By Guest mab, November 5, 2002
    • 3 replies
    • 1.3k views
    • 
    • IRC401
    • November 16, 2002

16. Plan Administrator EIN

    By Marty, November 21, 2023
    • 7 replies
    • 2.3k views
    • 
    • Gilmore
    • November 22, 2023

17. Plan administrator sent me my first annual 409A plan distribution a year too early

    By RayJJohnsonJr, April 21, 2023
    • 3 replies
    • 545 views
    • 
    • RayJJohnsonJr
    • May 2, 2023

18. Plan Adoption Timing

    By Guest rslagle224, December 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2005

19. Plan aggregation for coverage/non-discrimination

    By Guest Sieve, December 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 26, 2012

20. Plan amendment - nondiscrimination issue?

    By Belgarath, September 12, 2013
    • 10 replies
    • 1.2k views
    • 
    • Calavera
    • September 13, 2013

21. Plan Amendment and Entry Date

    By DP, April 25, 2005
    • 10 replies
    • 2.4k views
    • 
    • DP
    • April 26, 2005

22. Plan Amendment re Forfeitures

    By chris, September 10, 2004
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • September 13, 2004

23. Plan Amendments

    By Guest JPAdmin, December 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 27, 2001

24. Plan and fiscal year don't match

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

25. Plan Asset Written Off Years Ago Now Recovered

    By DP, September 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • September 21, 2000

26. Plan assets discovered long after plan terminated.

    By Belgarath, May 22, 2002
    • 7 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • May 23, 2002

27. Plan assets invested in partnership

    By eml691, August 21, 2020
    • 4 replies
    • 1.1k views
    • 
    • JOH
    • August 26, 2020

28. Plan Audit

    By Archimage, June 2, 2003
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • June 3, 2003

29. Plan audit information

    By rcline46, December 20, 2006
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • December 20, 2006

30. Plan Audit No Longer Required

    By 401kSteve, March 14, 2024
    • 6 replies
    • 3.2k views
    • 
    • Peter Gulia
    • March 22, 2024

31. Plan Audit of Money Purchase and Profit sharing Plans

    By thepensionmaven, January 4, 2005
    • 2 replies
    • 1.1k views
    • 
    • SoCalActuary
    • January 4, 2005

32. plan but no employer

    By Earl, September 20, 2016
    • 28 replies
    • 2k views
    • 
    • Earl
    • September 22, 2016

33. Plan Comp Limit when accrual period < 12 months

    By Guest KennyH, April 3, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2012

34. Plan Comp. excl/incl salary redux???

    By chris, September 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • September 24, 2002

35. Plan Compensation

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

36. Plan Compensation for Self Employed Individual

    By LMD1, August 18, 2016
    • 2 replies
    • 849 views
    • 
    • LMD1
    • August 19, 2016

37. Plan Continuation

    By Guest lifeweb, November 13, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 13, 1998

38. Plan continuation when corp or partnership dissolves/splits

    By Belgarath, September 4, 2013
    • 4 replies
    • 862 views
    • 
    • Belgarath
    • September 4, 2013

39. plan correction and 5500 - HELP!

    By Chippy, June 13, 2013
    • 3 replies
    • 849 views
    • 
    • Chippy
    • June 13, 2013

40. Plan coverage for leased employees

    By katieinny, July 12, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 15, 2007

41. Plan Covering a Participant by Name

    By mming, August 20, 2012
    • 3 replies
    • 929 views
    • 
    • ETA Consulting LLC
    • August 22, 2012

42. Plan covers employees of several members of controlled group, includin

    By Guest djsimonetti, November 9, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 10, 1999

43. Plan covers entities with varying benefit formulas

    By Guest cosmo01, May 26, 2004
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 28, 2004

44. Plan deposits and withdrawals - turnaround times

    By Guest bmurphy, February 4, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 4, 2002

45. Plan Design for Younger Owner of Small Firm

    By Lynn Campbell, December 10, 1998
    • 1 reply
    • 1.4k views
    • 
    • Lorraine Dorsa
    • December 10, 1998

46. Plan design options covering just the owner

    By Guest R. Daestrom, July 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • July 8, 2004

47. Plan design question

    By arthurkagan, January 6, 2023
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 17, 2023

48. Plan Design Question Regarding Vesting

    By Archimage, March 1, 2005
    • 5 replies
    • 1.2k views
    • 
    • Archimage
    • March 1, 2005

49. Plan Disqualification (Statute of Limitations)

    By Scuba 401, August 4, 2020
    • 7 replies
    • 4.9k views
    • 
    • Peter Gulia
    • August 6, 2020

50. Plan Disqualification due to failure to make top heavy contribution.

    By katieinny, December 8, 2003
    • 6 replies
    • 2k views
    • 
    • Everett Moreland
    • December 9, 2003