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Retirement Plans in General

5,753 topics in this forum

  1. Union company, can owner have his own?

    By ombskid,
    • 1 reply
    • 525 views

  2. Forfeitures Used to Pay Administrative Expenses

    By Guest Edward McElroy,
    • 1 reply
    • 2k views

  3. 5500 New Employer added to a Multiple Employer Plan

    By Guest Frank Jackson,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  4. Needs enlightenment

    By Mermaid,
    • 1 reply
    • 404 views

  5. Think Tank Says Proposed Pension Changes Would 'Overwhelmingly' Benefi

    By Dave Baker,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  6. Beneficiary Forms

    By DP,
    • 1 reply
    • 1k views

  7. Contingency to contingent beneficiary?

    By MoShawn,
    • 1 reply
    • 1.4k views

  8. § 416 Minimum Contribution Amounts and § 404(a)(3); § 404(a)(3) Limits Perhaps Waived for § 416 Minimum Contributions

    By Kent Allard,
    • 1 reply
    • 618 views

  9. Are all purchases of plan assets by a party-in-interest prohibited tra

    By John A,
    • 1 reply
    • 1.4k views

  10. What to count for top heavy

    By Santo Gold,
    • 1 reply
    • 1.2k views

  11. Plan Entry Date

    By Guest CharlieLaur,
    • 1 reply
    • 1.5k views

  12. Retirement Plan Start-up tax credits - Qualifying start-up costs - New Small Employer

    By Kris G,
    • 1 reply
    • 691 views

  13. Audit of Retirement Plan?

    By Guest newtobenefits,
    • 1 reply
    • 1.8k views

  14. Annual Addition Limitation

    By Guest glhotdog,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  15. Miscellaneous Changes Under the SECURE 2.0 Act of 2022

    By Paul I,
    • 1 reply
    • 664 views

  16. Missing Spouse -- pension withdrawal

    By Guest JD698,
    • 1 reply
    • 1.8k views

  17. When to forfeit?

    By R. Butler,
    • 1 reply
    • 1.3k views

  18. Compensation, ABPT, and multiple divs

    By buckaroo,
    • 1 reply
    • 1.1k views

  19. Grantor trusts, do they ever figure into retirement plans?

    By Guest Enda80,
    • 1 reply
    • 910 views

  20. Aggregation of two Safe-Harbor Match 401(k) Plans with Different Matching Formulas

    By FORMER ESQ.,
    • 1 reply
    • 461 views

  21. Choice of whether or not to self direct.

    By R. Butler,
    • 1 reply
    • 1.4k views

  22. Company Defined Contribution and Defined Benefit Plan

    By Guest dhoefer,
    • 1 reply
    • 1.4k views

  23. Split DB/DC plan

    By dmb,
    • 1 reply
    • 1.4k views

  24. Solo 401(k) for sole proprietor w/multiple interests

    By Guest CjinSF,
    • 1 reply
    • 1.5k views

  25. Lump Sum Distribution - Employer Securities

    By Buckoosier,
    • 1 reply
    • 481 views

  26. Trustee Voting of Stock Held as General Investment in Plan

    By Guest Edward McElroy,
    • 1 reply
    • 1.5k views

  27. Keogh rollover doc requirements

    By perrybo,
    • 1 reply
    • 863 views

  28. Sole P to Corp

    By No Name,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  29. TRA-86 Remedial Amendment Period for Tax-Exempts

    By davef,
    • 1 reply
    • 2.6k views

  30. Prior terminated plan for vesting purposes under 5 year rule.

    By Jakyasar,
    • 1 reply
    • 610 views

  31. What are the issues when a company would like to include non-U.S. citi

    By John A,
    • 1 reply
    • 1.4k views

  32. Prohibited transaction?

    By k man,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  33. How to inflation-adjust amounts not designed in Tom Poje’s spreadsheet

    By Peter Gulia,
    • 1 reply
    • 551 views

  34. New rollover rules under EGTRRA.

    By katieinny,
    • 1 reply
    • 1.2k views

  35. How to answer investment application question

    By K-t-F,
    • 1 reply
    • 1.1k views

  36. Amendment to change timing of distribution - permissible?

    By Lynn Campbell,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  37. Combo SEP/MPPP For Small Employer

    By Guest RS Vatalaro,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  38. Combo plans - gateway issues

    By Jakyasar,
    • 1 reply
    • 909 views

  39. 412i Plan with only life insurance

    By Guest NPaleveda,
    • 1 reply
    • 1.3k views

  40. 410(B) Coverage Requirements and Controlled Groups

    By Guest Enda80,
    • 1 reply
    • 1.9k views

  41. Top-Heavy contribution due date when plan year and tax year are differ

    By John A,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  42. Can a trust be the sponsor of a plan

    By Guest PaulL,
    • 1 reply
    • 1.2k views

  43. Top Heavy in Multiple Employer Plans

    By rcline46,
    • 1 reply
    • 2k views

  44. expected plan limts for next year

    By Tom Poje,
    • 1 reply
    • 787 views

  45. Termination of a Nonqualfied Retirement Plan...Must you fully vest?

    By Guest PALAWYER,
    • 1 reply
    • 1.5k views

  46. Due date for a profit sharing contribution for a non-profit organizati

    By AndyH,
    • 1 reply
    • 1.8k views

  47. ERISA 204(h) notice

    By thepensionmaven,
    • 1 reply
    • 3.2k views

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

    By eilano,
    • 1 reply
    • 1.1k views

  49. Trustee in personal bankruptcy

    By Oh so SIMPLE,
    • 1 reply
    • 927 views

  50. IRS Issues Guidance on Effect of Windsor Decision and Rev. Rul. 2013-17 on Retirement Plans, Including Required Amendments

    By Dave Baker,   
    • 1 reply
    • 1.3k views
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