Retirement Plans in General

5,772 topics in this forum

1. Plan Compensation

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

2. Plan Compensation for Self Employed Individual

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

3. Plan Continuation

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

4. Plan continuation when corp or partnership dissolves/splits

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

5. plan correction and 5500 - HELP!

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

6. Plan coverage for leased employees

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

7. Plan Covering a Participant by Name

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

8. 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

9. Plan covers entities with varying benefit formulas

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

10. Plan deposits and withdrawals - turnaround times

    By Guest bmurphy, February 4, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2002

11. Plan Design for Younger Owner of Small Firm

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

12. Plan design options covering just the owner

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

13. Plan design question

    By arthurkagan, January 6, 2023
    • 8 replies
    • 1.7k views
    • 
    • Luke Bailey
    • January 17, 2023

14. Plan Design Question Regarding Vesting

    By Archimage, March 1, 2005
    • 5 replies
    • 1.3k views
    • 
    • Archimage
    • March 1, 2005

15. Plan Disqualification (Statute of Limitations)

    By Scuba 401, August 4, 2020
    • 7 replies
    • 5.1k views
    • 
    • Peter Gulia
    • August 6, 2020

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

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

17. Plan Disqualification?

    By katieinny, March 22, 2017   

    • one-person plan with loan problems
    • 1 reply
    • 493 views
    • 
    • My 2 cents
    • March 22, 2017

18. Plan Distributions and Workman's Comp

    By Guest merlin, April 11, 2003
    • 0 replies
    • 978 views
    • 
    • Guest
    • April 11, 2003

19. Plan document 401(h) accoounts

    By PowerCPA, December 15, 2017
    • 1 reply
    • 1k views
    • 
    • JamesK
    • December 20, 2017

20. Plan document and SPD disagree

    By J Simmons, February 14, 2009
    • 6 replies
    • 1.8k views
    • 
    • J Simmons
    • February 16, 2009

21. Plan Document availability

    By Guest wlank, December 22, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 30, 2007

22. Plan document doesn't address 410(b) test

    By eilano, March 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 20, 2003

23. Plan document issues when sponsoring finan. insti. is bought by anothe

    By Guest Kathleen Fouquet, September 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • September 13, 2001

24. Plan Document vs. Collective Bargaining Agreement

    By CuseFan, September 6, 2017
    • 5 replies
    • 3.7k views
    • 
    • Luke Bailey
    • September 14, 2017

25. Plan Documents

    By pbarrett, August 28, 2001
    • 0 replies
    • 1.3k views
    • 
    • pbarrett
    • August 28, 2001

26. Plan documents & Docusign

    By doombuggy, September 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • October 1, 2009

27. Plan Eligibility

    By mjf06241972, May 21, 2019
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 21, 2019

28. Plan Eligibility

    By coleboy, January 10, 2017
    • 7 replies
    • 1.1k views
    • 
    • My 2 cents
    • January 10, 2017

29. Plan eligibility again

    By ombskid, January 18, 2017
    • 5 replies
    • 595 views
    • 
    • ombskid
    • January 18, 2017

30. Plan eligibility mis-amendment

    By MoShawn, August 9, 2010
    • 0 replies
    • 824 views
    • 
    • MoShawn
    • August 9, 2010

31. Plan Entry Date

    By Guest CharlieLaur, April 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2006

32. Plan Entry Date Question

    By BG5150, February 8, 2023
    • 2 replies
    • 706 views
    • 
    • Paul I
    • February 10, 2023

33. Plan Entry Dates

    By BG5150, March 5, 2013
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • March 5, 2013

34. Plan Entry w/18 month Year's of Service

    By Jean, May 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • May 13, 2003

35. Plan expense reimbursement question

    By Guest newbenefitsguy, December 15, 2011
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • December 15, 2011

36. Plan expenses

    By Guest JMN, October 12, 2011
    • 4 replies
    • 971 views
    • 
    • QDROphile
    • October 13, 2011

37. Plan fees

    By Guest taj32z, January 15, 2003
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • January 16, 2003

38. Plan fees

    By PJaeger, August 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 10, 2001

39. Plan fees paid by employer - is this a problem?

    By Santo Gold, April 2, 2007
    • 9 replies
    • 3.6k views
    • 
    • KJohnson
    • April 3, 2007

40. Plan for a FA's company... PTE if the owner is the advisor?

    By AlbanyConsultant, December 14, 2016
    • 2 replies
    • 598 views
    • 
    • Peter Gulia
    • December 14, 2016

41. Plan for Union Employees

    By SMB, August 1, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 1, 2008

42. Plan had corporate title, now a sole proprietor

    By katieinny, September 15, 2015   

    • What to do about EIN?
    • 2 replies
    • 798 views
    • 
    • katieinny
    • September 16, 2015

43. Plan has no Designated Investment Alternatives, now what?

    By BG5150, July 9, 2020
    • 5 replies
    • 1.2k views
    • 
    • Gilmore
    • July 10, 2020

44. Plan integration .... 2.7% vs 2.4%

    By Guest Moe Howard2, October 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • October 13, 2004

45. Plan Investment option/restriction

    By Earl, October 13, 2017   

    • foreign ordinaries
    • 0 replies
    • 414 views
    • 
    • Earl
    • October 13, 2017

46. Plan Language Limiting Alternate Payee's Access to Benefits...

    By Fielding Mellish, June 10, 2014   

    • Plan Operation
    • Plan Language
    • (and 1 more)

      Tagged with:

      • Plan Operation
      • Plan Language
      • QDRO
    • 5 replies
    • 1.9k views
    • 
    • Fielding Mellish
    • June 11, 2014

47. Plan Limits

    By Tom Poje, December 16, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 16, 2008

48. Plan Limits

    By MoShawn, October 5, 2009
    • 30 replies
    • 5.8k views
    • 
    • XTitan
    • October 20, 2009

49. Plan limits

    By Tom Poje, September 20, 2010
    • 12 replies
    • 2k views
    • 
    • Guest
    • October 28, 2010

50. plan limits

    By Tom Poje, September 18, 2014
    • 8 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 19, 2014