Retirement Plans in General

5,772 topics in this forum

1. plan vs plan sponsor

   By thepensionmaven, January 22, 2021
   • 6 replies
   • 822 views
   • 
   • Peter Gulia
   • January 22, 2021

2. Plan was a MEP, but no one knew it...

   By Belgarath, July 8, 2024
   • 6 replies
   • 787 views
   • 
   • Belgarath
   • July 9, 2024

3. Plan with 100+ employees IQPA audit requirement rules

   By Basically, January 10, 2024
   • 2 replies
   • 731 views
   • 
   • RatherBeGolfing
   • January 12, 2024

4. plan with only hce's

   By Guest Elizabeth Gaskins, October 8, 2002
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 9, 2002

5. Plan without a Sponsor

   By dmb, August 29, 2001
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • August 30, 2001

6. Plan year change - compensation

   By Jakyasar, November 19, 2019
   • 2 replies
   • 819 views
   • 
   • Jakyasar
   • November 21, 2019

7. Plan year different from Tax Year of Corporation - Help !

   By Guest rffahey, June 16, 2004
   • 3 replies
   • 1.4k views
   • 
   • mbozek
   • June 17, 2004

8. plan year not equal to fiscal year

   By Santo Gold, May 24, 2007
   • 3 replies
   • 1.3k views
   • 
   • J Simmons
   • May 24, 2007

9. Plan Year vs. Fiscal Year

   By MjInvestments, August 10, 2016
   • 7 replies
   • 5.9k views
   • 
   • Bill Presson
   • August 12, 2016

10. Plan Year/Limitation Year

    By Guest JROSSITTER, July 24, 2003
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • July 24, 2003

11. Planning Opportunities with Demise of Code Section 415(e)

    By Guest Edward McElroy, November 9, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 9, 1998

12. Plans for Corporate Directors

    By Guest JD Colville, April 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 13, 2000

13. Plans moving to a MEP--compliance testing and contributions

    By BG5150, November 14, 2019
    • 0 replies
    • 593 views
    • 
    • BG5150
    • November 14, 2019

14. Plans per administrator

    By Guest Jhagan, August 12, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 1999

15. plans subject to QJSA

    By Guest sritts, April 2, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • April 5, 2004

16. Please Recommend your Job Search Method or Headhunter

    By Guest RosemaryK, September 13, 2014
    • 0 replies
    • 682 views
    • 
    • Guest
    • September 13, 2014

17. PLR 9437042- Need a Copy

    By Appleby, December 7, 2005
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • December 7, 2005

18. PLR's as Precedent?

    By Guest JD Colville, May 17, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • May 29, 1999

19. Points Allocation

    By Santo Gold, August 14, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 14, 2006

20. Pooled Acct Amend to Allow Dist in Year of Term?

    By AmyETPA, June 13, 2022
    • 6 replies
    • 708 views
    • 
    • Nate S
    • June 16, 2022

21. Pooled acct in Partic-directed plan

    By BG5150, September 29, 2020
    • 2 replies
    • 494 views
    • 
    • ESOP Guy
    • September 29, 2020

22. Pooled Earnings for Terminated Participants

    By katdmin, March 2, 2021
    • 8 replies
    • 1.5k views
    • 
    • Bird
    • March 4, 2021

23. Pooled Employer Plans

    By D.J. Simonetti, May 23, 2020
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 26, 2020

24. Pooled Employer Plans (PEP)

    By Belgarath, August 6, 2024
    • 3 replies
    • 1.2k views
    • 
    • jsample
    • August 7, 2024

25. pooled plan - showing fees (or not) on participant statements

    By AlbanyConsultant, July 29, 2024
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • July 29, 2024

26. pooled plan sponsor wants to reimburse the trust for fees

    By AlbanyConsultant, April 15, 2021
    • 6 replies
    • 943 views
    • 
    • AlbanyConsultant
    • April 16, 2021

27. Pooled plan sued for declaring special val

    By Bird, June 19, 2020
    • 8 replies
    • 1.5k views
    • 
    • Luke Bailey
    • June 22, 2020

28. Pooled Profit Sharing

    By Nic, May 22, 2019
    • 20 replies
    • 3.7k views
    • 
    • Gilmore
    • May 30, 2019

29. Portability after EGTRRA

    By wmyer, November 29, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 21, 2001

30. Portman-Cardin Ways & Means Mark Up

    By MGB, July 18, 2003
    • 8 replies
    • 1.5k views
    • 
    • mbozek
    • July 21, 2003

31. Possible Conrolled Group - Shared Employees

    By thepensionmaven, March 8, 2018
    • 4 replies
    • 805 views
    • 
    • thepensionmaven
    • March 9, 2018

32. Possible Controlled Group and PT Issues

    By mming, January 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • February 6, 2009

33. possible controlled group scenario

    By dmb, July 21, 2004
    • 10 replies
    • 1.7k views
    • 
    • Archimage
    • July 22, 2004

34. Possible Prohibited Transaction?

    By mming, January 6, 2010
    • 4 replies
    • 1.3k views
    • 
    • jpod
    • January 6, 2010

35. Post tax rollover monies

    By Guest Penny40, July 3, 2002
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • September 18, 2002

36. post-death spousal consent

    By jpod, June 26, 2017
    • 17 replies
    • 2.5k views
    • 
    • MoJo
    • June 27, 2017

37. post-severance comp a few years later

    By AlbanyConsultant, February 25, 2014
    • 0 replies
    • 825 views
    • 
    • AlbanyConsultant
    • February 25, 2014

38. Post-severance compensation

    By Belgarath, January 29, 2024
    • 7 replies
    • 4.7k views
    • 
    • DDahl
    • July 16, 2025

39. Post-Severance Pay Correction

    By EPCRSGuru, March 29, 2021
    • 3 replies
    • 1.2k views
    • 
    • digger
    • April 9, 2021

40. Potential ASG between Doc and Billing office

    By jmartin, October 18, 2012
    • 0 replies
    • 753 views
    • 
    • jmartin
    • October 18, 2012

41. Potential Participant SSN Issue

    By kmhaab, January 25, 2021
    • 4 replies
    • 1.4k views
    • 
    • EPCRSGuru
    • January 26, 2021

42. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.2k views
    • 
    • Ron Snyder
    • April 15, 2010

43. power of attorney signature

    By Zorro1k, May 9, 2016   

    • power
    • attorney
    • (and 1 more)

      Tagged with:

      • power
      • attorney
      • signature
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • May 9, 2016

44. PPA disclosure statement in a pooled plan

    By AlbanyConsultant, August 22, 2012
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • August 24, 2012

45. PPA effective date

    By Cynchbeast, August 7, 2014
    • 3 replies
    • 1.5k views
    • 
    • Flyboyjohn
    • August 8, 2014

46. PPA Optional Amendments

    By Guest lvegas, January 5, 2007
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • February 9, 2007

47. PPA Quarterly Benefit Statement Requirement

    By MarZDoates, January 2, 2007
    • 4 replies
    • 2.2k views
    • 
    • PLAN MAN
    • January 3, 2007

48. PPA Quarterly Statement Requirements

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

49. PPA Quarterly Statements

    By Guest tas1, March 20, 2007
    • 7 replies
    • 4.7k views
    • 
    • Bird
    • March 29, 2007

50. PPA Restatement Effective Date

    By Cynchbeast, May 26, 2015
    • 7 replies
    • 5.9k views
    • 
    • Bird
    • June 16, 2015