Retirement Plans in General

5,781 topics in this forum

1. Record Retention

   By Pension RC, February 28, 2018
   • 8 replies
   • 3.8k views
   • 
   • rhb401
   • March 2, 2018

2. PTE 79-41 Need e-copy

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

3. IRS Announces Pension Plan Limitations for 2009

   By J Simmons, October 3, 2008
   • 19 replies
   • 3.7k views
   • 
   • jevd
   • October 17, 2008

4. Mandatory Roth catch-up in 2026

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

5. Prohibited transaction?

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

6. Can a plan purchase an insurance policy on a totally unrelated 3rd party?

   By Earl, May 25, 2004
   • 17 replies
   • 3.7k views
   • 
   • Belgarath
   • June 7, 2004

7. Eligibility service less than statutory minimum

   By Guest Dave Peckham, May 29, 2013
   • 9 replies
   • 3.7k views
   • 
   • Guest
   • June 4, 2013

8. Directed TTEE vs. Named Fiduciary

   By Guest Ephesian431, February 3, 2000
   • 1 reply
   • 3.7k views
   • 
   • Guest
   • February 9, 2000

9. DOL Investigation

   By Guest mrilao, December 8, 2004
   • 15 replies
   • 3.7k views
   • 
   • AndyH
   • December 9, 2004

10. What documents needed to replace Recordkeeper/Trustee?

    By TaxLawyer1978, October 8, 2018
    • 14 replies
    • 3.7k views
    • 
    • imchipbrown
    • October 10, 2018

11. 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
    • 3.7k views
    • 
    • Effen
    • October 21, 2005

12. resident alien?

    By AlbanyConsultant, May 20, 2014
    • 15 replies
    • 3.7k views
    • 
    • imchipbrown
    • October 10, 2016

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

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

14. How does the 415 limit work with 401a and 457 plans?

    By waid10, March 11, 2020
    • 6 replies
    • 3.7k views
    • 
    • JonC
    • March 16, 2020

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

    By Peter Gulia, May 7, 2025
    • 4 replies
    • 3.7k views
    • 
    • blguest
    • May 10, 2025

16. 5500 filing for 2 shareholders of S-Corp

    By Jakyasar, May 29, 2025
    • 2 replies
    • 3.7k views
    • 
    • Jakyasar
    • May 29, 2025

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

    By Peter Gulia, April 15, 2016   

    • 1099-MISC
    • 7 replies
    • 3.7k views
    • 
    • aGordeno
    • November 7, 2018

18. Affiliated Service Group Issue

    By Guest JeffDixon, August 9, 2002
    • 9 replies
    • 3.7k views
    • 
    • Guest
    • August 9, 2002

19. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 3.7k views
    • 
    • masteff
    • June 18, 2007

20. Contingent beneficiary question

    By BG5150, September 1, 2022
    • 29 replies
    • 3.7k views
    • 
    • Peter Gulia
    • September 9, 2022

21. New regs on QJSA/QPSA explanations

    By Belgarath, December 22, 2003
    • 13 replies
    • 3.7k views
    • 
    • Mike Preston
    • December 26, 2003

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

    By kboyce, December 4, 2000
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • December 14, 2000

23. Question re: Form 1099-R Interpretation

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

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

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

25. 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

26. Participating Employer Setting up Own Plan

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

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

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

28. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn, August 7, 2025
    • 10 replies
    • 3.6k views
    • 
    • truphao
    • August 9, 2025

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

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

30. Controlled group

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

31. Trustee Liability

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

32. Takeover and deduction related

    By Jakyasar, September 4, 2025
    • 4 replies
    • 3.6k views
    • 
    • Calavera
    • September 8, 2025

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

    By Peter Gulia, March 31, 2025
    • 13 replies
    • 3.6k views
    • 
    • BG5150
    • April 4, 2025

34. Combo plan - top heavy requirement

    By Jakyasar, April 23, 2025
    • 3 replies
    • 3.6k views
    • 
    • Jakyasar
    • April 24, 2025

35. Form 5330 related for DB plans

    By Jakyasar, September 15, 2025
    • 3 replies
    • 3.6k views
    • 
    • thepensionmaven
    • September 24, 2025

36. What is the weight of IRS proposed regulations?

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

37. "Valid" extension for contribution deadline

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

38. 414(s) testing questions

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

39. Life Expectancy Death payments under a Keogh

    By mwyatt, July 1, 2003
    • 8 replies
    • 3.6k views
    • 
    • mbozek
    • July 3, 2003

40. New Plan to me -> Business has Fiscal Year, Plan has Calendar Year

    By Basically, April 11, 2025
    • 5 replies
    • 3.6k views
    • 
    • david rigby
    • April 14, 2025

41. 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

42. Union Arrangement?

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

43. Valuation Date for Quarterly Benefit Statements

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

44. Is RMD required?

    By Jakyasar, September 10, 2025
    • 9 replies
    • 3.6k views
    • 
    • Jakyasar
    • December 16, 2025

45. Reasonable Classification - ABT

    By EBECatty, September 10, 2018
    • 26 replies
    • 3.6k views
    • 
    • EBECatty
    • September 11, 2018

46. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16, October 7, 2016   

    • SIMPLE 401K SIMPLE IRA
    • Controlled Group
    • 5 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2016

47. change plan sponsor

    By M Norton, December 27, 2017   

    • plan sponsor
    • change plan sponsor
    • 1 reply
    • 3.6k views
    • 
    • card
    • December 28, 2017

48. Waiver of Participation

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

49. Affiliated Service Group and 5% owner determination

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

50. Usage Of AI/LLM In Benefits Practices

    By RatherBeGolfing, July 7, 2025
    • 5 replies
    • 3.5k views
    • 
    • LPHR
    • July 11, 2025