Retirement Plans in General

5,751 topics in this forum

1. Employee paid per mile

   By Monica Barnard, January 21, 2015
   • 12 replies
   • 1.8k views
   • 
   • Belgarath
   • January 26, 2015

2. revisiting life insurance in combo plans

   By Jakyasar, August 31, 2020
   • 12 replies
   • 1.7k views
   • 
   • Mike Preston
   • September 3, 2020

3. Is there any reason not to provide that each participant is a distinct allocation group?

   By Peter Gulia, October 22, 2020
   • 12 replies
   • 1.6k views
   • 
   • Patricia Neal Jensen
   • October 27, 2020

4. Client desires to retroactively amend plan to lower the service requirement for plan entry; plan year ended 6 months ago

   By Guest wlank, December 3, 2003
   • 12 replies
   • 1.9k views
   • 
   • Guest
   • December 7, 2003

5. Allocation of forfeitures in frozen MPP plan???

   By chris, May 13, 2002
   • 12 replies
   • 4.2k views
   • 
   • Tom Poje
   • May 20, 2002

6. Hardship request and power of attorney

   By cpc0506, June 6, 2016
   • 12 replies
   • 2.3k views
   • 
   • Peter Gulia
   • June 7, 2016

7. third party admin software programs

   By jeanh, January 24, 2018
   • 12 replies
   • 2.8k views
   • 
   • YogaTPA
   • February 28, 2018

8. 25% of eligible compensation deductible limit

   By dmb, November 30, 2017
   • 12 replies
   • 3.8k views
   • 
   • Belgarath
   • September 12, 2022

9. Paying contribution in "kind"

   By K-t-F, August 11, 2005
   • 12 replies
   • 1.8k views
   • 
   • Erik Read
   • September 1, 2005

10. Adjustments to "Total Compensation".

    By Below Ground, August 6, 2008
    • 12 replies
    • 2.1k views
    • 
    • GBurns
    • August 7, 2008

11. PT/Disqualified person

    By Scuba 401, December 29, 2020
    • 12 replies
    • 1.9k views
    • 
    • Peter Gulia
    • December 30, 2020

12. How many times has ERISA been amended?

    By Guest mab, August 5, 2004
    • 11 replies
    • 12.7k views
    • 
    • AndyH
    • September 1, 2004

13. "Annual" 401(a)(5) Notices

    By BG5150, August 28, 2012
    • 11 replies
    • 2.6k views
    • 
    • Belgarath
    • August 29, 2012

14. How far does the IRS's reach extend?

    By Oh so SIMPLE, May 21, 2010
    • 11 replies
    • 1.9k views
    • 
    • masteff
    • May 21, 2010

15. Terminated plan - money remaining

    By Cynchbeast, July 25, 2019
    • 11 replies
    • 2.1k views
    • 
    • Bird
    • July 29, 2019

16. Doesn't anyone understand insurable interest anymore?

    By david rigby, January 20, 2004
    • 11 replies
    • 10.7k views
    • 
    • Kirk Maldonado
    • January 21, 2004

17. Self Directed Accounts in 401k Plan

    By DP, April 20, 2016
    • 11 replies
    • 2k views
    • 
    • QDROphile
    • April 21, 2016

18. Leased Employee? Affiliated Service Group? Unrelated?

    By Phillip, September 19, 2019
    • 11 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • September 25, 2019

19. Anybody who has taken DC courses for ASPPA deignations

    By Guest mrjones, March 14, 2005
    • 11 replies
    • 5.3k views
    • 
    • AndyH
    • March 15, 2005

20. SECURE Act - Withdrawals for Birth or Adoption

    By Gilmore, January 6, 2020
    • 11 replies
    • 2.5k views
    • 
    • Dobber
    • January 9, 2020

21. Controlled group vs multiple employer group

    By Jakyasar, December 15, 2023
    • 11 replies
    • 1.2k views
    • 
    • CuseFan
    • December 18, 2023

22. NHCE Opting out of Profit Sharing Plan

    By Guest Hartnett123, June 2, 2004
    • 11 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004

23. Controlled group plan splitting to avoid audit

    By Belgarath, June 2, 2015
    • 11 replies
    • 3.2k views
    • 
    • Gadgetfreak
    • June 3, 2015

24. trustee paid from the plan?

    By Santo Gold, June 14, 2007
    • 11 replies
    • 2.2k views
    • 
    • four01kman
    • June 15, 2007

25. SPD provided to employees "eligible to participate" in plan

    By Ananda, October 18, 2021
    • 11 replies
    • 1.8k views
    • 
    • ESOP Guy
    • October 20, 2021

26. 1.401(a)(4)-11(g) retroactive amendment

    By Belgarath, March 19, 2003
    • 11 replies
    • 3.4k views
    • 
    • Mike Preston
    • March 19, 2003

27. Counting hours for eligibility of part-time professionals

    By E as in ERISA, March 2, 2016   

    • eligbility hours years servic
    • 11 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 3, 2016

28. Tying bank services to receipt of qualified plan

    By Guest philc, October 29, 2003
    • 11 replies
    • 2.9k views
    • 
    • jpod
    • May 19, 2014

29. PS funding deadline - not 12 months?

    By AlbanyConsultant, September 6, 2018
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 12, 2018

30. 2-year eligibility and coverage

    By Guest Bandb, October 9, 2001
    • 11 replies
    • 3.1k views
    • 
    • Guest
    • October 24, 2001

31. Top Heavy Plans

    By Guest DIGMYDOG, June 4, 2003
    • 11 replies
    • 3k views
    • 
    • QDROphile
    • June 8, 2003

32. Key Employee Determination

    By Gilmore, March 3, 2016
    • 11 replies
    • 3.3k views
    • 
    • Gilmore
    • March 8, 2016

33. Failed ADP test

    By Cynchbeast, October 23, 2017
    • 11 replies
    • 2.2k views
    • 
    • Tom Poje
    • October 26, 2017

34. 401k plan wants incl independent contractors

    By Guest Robin A Spooner, October 29, 1998
    • 11 replies
    • 12.4k views
    • 
    • Guest
    • November 21, 1998

35. Tax Treatment of Participant's Reimbursment of Employer Contribution

    By Floridaattorney, March 28, 2009
    • 11 replies
    • 1.5k views
    • 
    • masteff
    • April 1, 2009

36. New plan... no compensation... only rollover contributions

    By K-t-F, September 2, 2004
    • 11 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 9, 2004

37. Hours of Service and Severance Pay

    By smm, February 10, 2004
    • 11 replies
    • 5k views
    • 
    • smm
    • February 11, 2004

38. Form 8822-B Poll

    By RatherBeGolfing, January 14, 2020   

    • 8822-b
    • 11 replies
    • 5.8k views
    • 
    • Belgarath
    • May 29

39. Must a fiduciary do something about a plan that in form is tax-disqualified?

    By Peter Gulia, June 21, 2013   

    • ERISA
    • fiduciary
    • 11 replies
    • 3.9k views
    • 
    • Peter Gulia
    • June 21, 2013

40. Employer over-deposited PS to holding account--now what

    By BG5150, August 31, 2021
    • 11 replies
    • 1.3k views
    • 
    • CuseFan
    • September 2, 2021

41. proposed rule to decodify many Treasury regulations, including some about retirement plans

    By Peter Gulia, February 14, 2018   

    • rule; regulation
    • 11 replies
    • 1.5k views
    • 
    • shERPA
    • February 16, 2018

42. Prohibited Transaction Question

    By J Simmons, October 19, 2010
    • 11 replies
    • 2k views
    • 
    • Guest
    • October 20, 2010

43. Extra plan for second business?

    By ldr, September 30, 2019   

    • two plans
    • sole proprietor
    • (and 2 more)

      Tagged with:

      • two plans
      • sole proprietor
      • s-corp retirement plan
      • sep
    • 11 replies
    • 1.5k views
    • 
    • Larry Starr
    • October 3, 2019

44. vesting in short year

    By Guest m.n.ouellette, January 28, 2008
    • 11 replies
    • 3.9k views
    • 
    • mming
    • March 12, 2008

45. Another Hardship Question

    By Oh so SIMPLE, September 23, 2010
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • August 11, 2011

46. New Limits

    By Randy Watson, October 17, 2006
    • 11 replies
    • 3k views
    • 
    • Guest
    • October 18, 2006

47. Loans and withdrawals

    By Cynchbeast, June 6, 2014
    • 11 replies
    • 1.6k views
    • 
    • ESOP Guy
    • June 10, 2014

48. Where to send the final 1099-R for deceased participant

    By KaJay, March 5, 2019
    • 11 replies
    • 3.3k views
    • 
    • rocknrolls2
    • March 6, 2019

49. Amend DC Plan to Restrict Eligible Participants

    By Caroline, March 17
    • 11 replies
    • 2.4k views
    • 
    • CuseFan
    • March 18

50. new limits

    By Tom Poje, September 16, 2016
    • 11 replies
    • 1.8k views
    • 
    • XTitan
    • October 27, 2016