Retirement Plans in General

5,768 topics in this forum

1. Definition of HCE - plan uses lookback year - when does new $85,000 de

   By Dave Baker, October 25, 1999
   • 16 replies
   • 3.7k views
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   • IRC401
   • December 16, 1999

2. Prohibited transaction?

   By R. Butler, July 1, 2002
   • 16 replies
   • 3.7k views
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   • Kirk Maldonado
   • July 2, 2002

3. Mandatory Roth catch-up in 2026

   By Belgarath, May 8, 2025
   • 3 replies
   • 3.7k views
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   • Belgarath
   • May 8, 2025

4. Irrevocable Rollovers

   By jevd, June 13, 2007
   • 7 replies
   • 3.6k views
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   • masteff
   • June 18, 2007

5. How do you convert a cash balance plan lump sum to an annuity commencing before normal retirement age.

   By Guest jbruggemanjb, October 21, 2005
   • 1 reply
   • 3.6k views
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   • Effen
   • October 21, 2005

6. Retired or not retired?

   By Peter Gulia, March 19, 2019   

   • minimum distribution; severance from employment
   • 41 replies
   • 3.6k views
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   • Tom Poje
   • June 13, 2019

7. "Bad Boy" clause authority - where is it?

   By kboyce, December 4, 2000
   • 7 replies
   • 3.6k views
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   • Guest
   • December 14, 2000

8. Affiliated Service Group Issue

   By Guest JeffDixon, August 9, 2002
   • 9 replies
   • 3.6k views
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   • Guest
   • August 9, 2002

9. resident alien?

   By AlbanyConsultant, May 20, 2014
   • 15 replies
   • 3.6k views
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   • imchipbrown
   • October 10, 2016

10. 5500 filing for 2 shareholders of S-Corp

    By Jakyasar, May 29, 2025
    • 2 replies
    • 3.6k views
    • 
    • Jakyasar
    • May 29, 2025

11. New regs on QJSA/QPSA explanations

    By Belgarath, December 22, 2003
    • 13 replies
    • 3.6k views
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    • Mike Preston
    • December 26, 2003

12. Should a plan’s fiduciary adopt auto-portability?

    By Peter Gulia, May 7, 2025
    • 4 replies
    • 3.6k views
    • 
    • blguest
    • May 10, 2025

13. Record Retention

    By Pension RC, February 28, 2018
    • 8 replies
    • 3.6k views
    • 
    • rhb401
    • March 2, 2018

14. Trustee Liability

    By Guest wwest, February 28, 2000
    • 1 reply
    • 3.6k views
    • 
    • Guest
    • February 29, 2000

15. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath, August 23, 2023
    • 6 replies
    • 3.6k views
    • 
    • MoJo
    • August 31, 2023

16. Participating Employer Setting up Own Plan

    By chris, September 26, 2014
    • 10 replies
    • 3.6k views
    • 
    • QDROphile
    • September 30, 2014

17. Question re: Form 1099-R Interpretation

    By Guest Natalie, March 24, 1999
    • 4 replies
    • 3.6k views
    • 
    • david rigby
    • April 9, 1999

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

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

19. Enhanced Catch-up--discretionary or not?

    By BG5150, May 14, 2025
    • 4 replies
    • 3.6k views
    • 
    • BG5150
    • May 15, 2025

20. Do all owners of a C Corp have to participate in a 401K

    By tertue, September 22, 2011
    • 4 replies
    • 3.6k views
    • 
    • Bird
    • September 22, 2011

21. Controlled group

    By Belgarath, July 22, 2016
    • 15 replies
    • 3.6k views
    • 
    • Bill Presson
    • October 27, 2017

22. "Valid" extension for contribution deadline

    By Jim Norman, March 15, 2011
    • 2 replies
    • 3.6k views
    • 
    • Belgarath
    • March 15, 2011

23. Is jury duty pay a fringe benefit or regular pay?

    By PensionPro, January 19, 2024
    • 8 replies
    • 3.6k views
    • 
    • Luke Bailey
    • February 7, 2024

24. Fidelity Bond required when only remaining participants are owners?

    By jukeboy56, March 4, 2005
    • 16 replies
    • 3.6k views
    • 
    • AndyH
    • March 22, 2005

25. Union Arrangement?

    By WDIK, February 16, 2005
    • 20 replies
    • 3.6k views
    • 
    • Bird
    • February 18, 2005

26. 414(s) testing questions

    By BG5150, August 7, 2019
    • 9 replies
    • 3.6k views
    • 
    • BG5150
    • August 8, 2019

27. QPSA and QJSA for domestic partners in a civil union -- now required i

    By Guest Ernie Guerriero, May 2, 2000
    • 8 replies
    • 3.6k views
    • 
    • Guest
    • May 7, 2000

28. What is the weight of IRS proposed regulations?

    By Guest EBBeginner, September 23, 2004
    • 4 replies
    • 3.6k views
    • 
    • Lori Friedman
    • September 23, 2004

29. Valuation Date for Quarterly Benefit Statements

    By J Simmons, February 9, 2007
    • 14 replies
    • 3.6k views
    • 
    • Guest
    • April 19, 2012

30. Form 5330 related for DB plans

    By Jakyasar, September 15, 2025
    • 3 replies
    • 3.5k views
    • 
    • thepensionmaven
    • September 24, 2025

31. Does a plan tax-report payments on Form 1099-MISC?

    By Peter Gulia, April 15, 2016   

    • 1099-MISC
    • 7 replies
    • 3.5k views
    • 
    • aGordeno
    • November 7, 2018

32. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978, October 8, 2018
    • 14 replies
    • 3.5k views
    • 
    • imchipbrown
    • October 10, 2018

33. Combo plan - top heavy requirement

    By Jakyasar, April 23, 2025
    • 3 replies
    • 3.5k views
    • 
    • Jakyasar
    • April 24, 2025

34. Life Expectancy Death payments under a Keogh

    By mwyatt, July 1, 2003
    • 8 replies
    • 3.5k views
    • 
    • mbozek
    • July 3, 2003

35. Contingent beneficiary question

    By BG5150, September 1, 2022
    • 29 replies
    • 3.5k views
    • 
    • Peter Gulia
    • September 9, 2022

36. Affiliated Service Group and 5% owner determination

    By Trekker, May 17, 2010
    • 2 replies
    • 3.5k views
    • 
    • Trekker
    • May 21, 2010

37. change plan sponsor

    By M Norton, December 27, 2017   

    • plan sponsor
    • change plan sponsor
    • 1 reply
    • 3.5k views
    • 
    • card
    • December 28, 2017

38. Waiver of Participation

    By Lynn Campbell, August 6, 2003
    • 5 replies
    • 3.5k views
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    • Tom Poje
    • October 25, 2018

39. If a recordkeeper asks for gender, what do they use it for?

    By Peter Gulia, March 31, 2025
    • 13 replies
    • 3.5k views
    • 
    • BG5150
    • April 4, 2025

40. 1099's for PS 58 Costs

    By Guest bmij, December 7, 2011
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • December 9, 2011

41. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn, August 7, 2025
    • 10 replies
    • 3.5k views
    • 
    • truphao
    • August 9, 2025

42. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16, October 7, 2016   

    • SIMPLE 401K SIMPLE IRA
    • Controlled Group
    • 5 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2016

43. Reasonable Classification - ABT

    By EBECatty, September 10, 2018
    • 26 replies
    • 3.5k views
    • 
    • EBECatty
    • September 11, 2018

44. ERISA OUTLINE BOOK is Fabulous!

    By ERISAatty, February 4, 2004
    • 10 replies
    • 3.5k views
    • 
    • Tom Poje
    • February 25, 2004

45. Is RMD required?

    By Jakyasar, September 10, 2025
    • 9 replies
    • 3.5k views
    • 
    • Jakyasar
    • December 16, 2025

46. family attribution example

    By k man, July 24, 2000
    • 7 replies
    • 3.5k views
    • 
    • k man
    • July 24, 2000

47. Online EIN letter requiring IRS Form 945

    By maverick, February 13, 2008
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • February 13, 2008

48. PPA Quarterly Statement Requirements

    By MarZDoates, November 29, 2006
    • 10 replies
    • 3.5k views
    • 
    • DLavigne
    • December 7, 2006

49. vesting credit

    By Guest gwj57, October 20, 2005
    • 10 replies
    • 3.5k views
    • 
    • My 2 cents
    • September 26, 2016

50. Profit Sharing Contribution 2 years late

    By Craig Schiller, March 24, 2014
    • 5 replies
    • 3.5k views
    • 
    • Craig Schiller
    • March 27, 2014