Retirement Plans in General

5,751 topics in this forum

1. 1-person plan retires - keep plan or terminate?

   By TPApril, September 13, 2024
   • 11 replies
   • 1.6k views
   • 
   • Draper55
   • October 2, 2024

2. Changing compensation definition retroactively

   By Jakyasar, March 23
   • 11 replies
   • 3k views
   • 
   • Tom Veal
   • March 25

3. 100% Joint and Survivor Pension, beneficiary DOB incorrect

   By LoriLeigh, January 28, 2021
   • 11 replies
   • 1.4k views
   • 
   • FPGuy
   • January 29, 2021

4. What's best retirement vehicle for this Schedule C participant: Uni-K or traditional profit sharing plan?

   By Lori H, September 24, 2003
   • 11 replies
   • 4.8k views
   • 
   • Mary Kay Foss
   • October 17, 2003

5. Status of IRS determination letter processing?

   By jstorch, September 23, 2008
   • 11 replies
   • 2.5k views
   • 
   • jstorch
   • September 25, 2008

6. Where can I find ERISA?

   By BG5150, March 26
   • 11 replies
   • 3.2k views
   • 
   • Paul I
   • March 31

7. ER say no late deferrals but there were--TPA responsibility?

   By BG5150, April 20, 2017
   • 11 replies
   • 929 views
   • 
   • RatherBeGolfing
   • April 21, 2017

8. Declined for coverage

   By Guest parrot87, August 27, 2008
   • 11 replies
   • 2k views
   • 
   • Don Levit
   • August 29, 2008

9. Mandatory Employee contributions to Money Purchase Plan

   By Belgarath, June 19, 2017
   • 11 replies
   • 4.9k views
   • 
   • Ben Jensen
   • October 31, 2024

10. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV, May 7, 2008
    • 11 replies
    • 6.4k views
    • 
    • Steelerfan
    • May 15, 2008

11. Chicken vs. Egg and 415 Limits

    By Towanda, May 1, 2020
    • 11 replies
    • 1.3k views
    • 
    • Belgarath
    • May 4, 2020

12. "Special Trustee" responsible for contribution deposits

    By AndrewZ, September 1, 2015
    • 11 replies
    • 4.3k views
    • 
    • Peter Gulia
    • September 4, 2015

13. Is the salary included for 6% limit?

    By Jakyasar, September 23, 2023
    • 11 replies
    • 1.4k views
    • 
    • Bird
    • September 26, 2023

14. Annual Additions and dual Employment

    By Guest dobsonlaw, March 12, 2008
    • 11 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

15. Preemption re: state tax withholding

    By Guest, May 22, 2000
    • 11 replies
    • 3k views
    • 
    • pjkoehler
    • June 7, 2000

16. Employer is refusing to make the 3% NESH

    By Jakyasar, July 23, 2024
    • 11 replies
    • 1.4k views
    • 
    • Madison71
    • July 25, 2024

17. Must a plan’s administrator reevaluate the employer’s decision about who is or isn’t an employee?

    By Peter Gulia, May 2, 2017   

    • fiduciary; severance-from-employment
    • 3(16)
    • 11 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 3, 2017

18. Discriminatory Compensation Question.

    By Guest Max Power, February 2, 2004
    • 11 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2004

19. 410b PS with 401k Safe Harbor Match - coverage

    By imchipbrown, January 24, 2019   

    • 410b
    • profit-sharing
    • (and 3 more)

      Tagged with:

      • 410b
      • profit-sharing
      • 401k
      • safe harbor match
      • coverage
    • 11 replies
    • 1k views
    • 
    • Tom Poje
    • January 29, 2019

20. payment of real estate tax

    By betheeg, December 26, 2006
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • December 27, 2006

21. Forfeiture of account balance of missing participant

    By Guest Sieve, July 9, 2008
    • 11 replies
    • 6.6k views
    • 
    • AKowalski
    • December 13, 2018

22. Startup DB plan; OK to exclude service prior to the effective date for

    By Guest lisbetf, January 27, 2003
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • February 4, 2003

23. Questionable Date of Employment

    By Susan S., January 29, 2014
    • 11 replies
    • 1.4k views
    • 
    • K2retire
    • January 31, 2014

24. Client overstepped their bounds

    By Basically, August 2, 2023
    • 11 replies
    • 887 views
    • 
    • Basically
    • August 4, 2023

25. substantial and recurring contributions

    By Scuba 401, March 16, 2018
    • 11 replies
    • 2.7k views
    • 
    • Belgarath
    • November 24, 2020

26. Proposed Rule: Use of Forfeitures

    By RatherBeGolfing, October 2, 2023
    • 11 replies
    • 1.5k views
    • 
    • Paul I
    • October 3, 2023

27. Document & 5500 software

    By Santo Gold, October 2, 2005
    • 11 replies
    • 2.7k views
    • 
    • RTK
    • October 5, 2005

28. Valuing real estate in retirement plans

    By Draper55, December 30, 2020
    • 10 replies
    • 2.2k views
    • 
    • Luke Bailey
    • January 7, 2021

29. 401(k) funds used to purchase lifetime annuity outside a 401(k) with payments used to satisfy owner's RMD - SECURE 2.0 Act

    By AJC, October 9, 2024
    • 10 replies
    • 1.6k views
    • 
    • AJC
    • October 11, 2024

30. SAS 70 report

    By Guest mpark, August 30, 2004
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • September 1, 2004

31. Closing 401k plan for bankrupt company

    By Guest erkwol, May 9, 2007
    • 10 replies
    • 6.9k views
    • 
    • J Simmons
    • May 11, 2007

32. Plan amendment - nondiscrimination issue?

    By Belgarath, September 12, 2013
    • 10 replies
    • 1.2k views
    • 
    • Calavera
    • September 13, 2013

33. DC Eliminate Early Ret.?

    By John A, July 13, 2001
    • 10 replies
    • 2k views
    • 
    • AndrewZ
    • June 3, 2002

34. Amendment to Eligibility/Vesting Provisions

    By Medusa, October 10, 2007
    • 10 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 15, 2007

35. Cash Balance Plan - Self-directed?

    By Dougsbpc, April 19, 2016
    • 10 replies
    • 3.1k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

36. Commercially Unreasonable Interest Rate and Participant Loans

    By AbsolutelyOkayPossibly, December 10, 2024
    • 10 replies
    • 2.4k views
    • 
    • AbsolutelyOkayPossibly
    • December 13, 2024

37. Updated Limits, COLAs

    By John Feldt ERPA CPC QPA, October 12, 2023   

    • cost of living adjustment
    • dollar limits
    • (and 1 more)

      Tagged with:

      • cost of living adjustment
      • dollar limits
      • cola
    • 10 replies
    • 2.1k views
    • 
    • Peter Gulia
    • October 15, 2024

38. OK to amend plan to count "predecessor" service of new physician?

    By Archimage, December 5, 2003
    • 10 replies
    • 2.4k views
    • 
    • KJohnson
    • December 11, 2003

39. Affiliation??

    By Jakyasar, September 16, 2020
    • 10 replies
    • 1.2k views
    • 
    • Jakyasar
    • September 17, 2020

40. one partner in partnership wants only alternative investments in 401(k)

    By AJC, February 22, 2021
    • 10 replies
    • 865 views
    • 
    • Luke Bailey
    • March 3, 2021

41. Force self-direction of investments

    By Trekker, August 22, 2016
    • 10 replies
    • 1.3k views
    • 
    • Trekker
    • August 23, 2016

42. Secure Act passes House

    By Tom Poje, April 3, 2019
    • 10 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 22, 2019

43. Control Group ... confirmation

    By K-t-F, November 12, 2020
    • 10 replies
    • 1.2k views
    • 
    • CuseFan
    • November 13, 2020

44. How long can a one-participant Profit Sharing Plan Trust remain in effect after death

    By RayJJohnsonJr, October 16, 2024
    • 10 replies
    • 1.8k views
    • 
    • RayJJohnsonJr
    • October 21, 2024

45. Deductibility of 2 Years of Contributions in One Year

    By mwyatt, March 28, 2018
    • 10 replies
    • 3.7k views
    • 
    • Mike Preston
    • April 11, 2019

46. SECURE 2.0 - is there any source which incorporates all the changes in an updated document?

    By Belgarath, January 19, 2023
    • 10 replies
    • 1.6k views
    • 
    • Peter Gulia
    • January 13, 2024

47. Mandatory Employee Contributions under section 401(m)

    By buckaroo, June 17, 2009
    • 10 replies
    • 3.2k views
    • 
    • J Simmons
    • June 18, 2009

48. Lost participants

    By Santo Gold, November 23, 2022
    • 10 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 2, 2022

49. Non-employee spouse wants to roll money into participant spouse account

    By Belgarath, April 3, 2015
    • 10 replies
    • 1.1k views
    • 
    • Belgarath
    • April 7, 2015

50. Real Estate Limited Partnership Investments by retirement plans

    By ldr, October 19, 2017   

    • valuation; trust accounting
    • 10 replies
    • 646 views
    • 
    • My 2 cents
    • October 20, 2017