Retirement Plans in General

5,781 topics in this forum

1. Additional employer adopting after the year end and deduction issues

   By Jakyasar, February 9, 2024
   • 2 replies
   • 740 views
   • 
   • Jakyasar
   • February 9, 2024

2. Additional Medicare Tax and SE Calcs

   By JackS, May 14, 2021
   • 1 reply
   • 861 views
   • 
   • CuseFan
   • May 17, 2021

3. adjustable loan interest rate

   By jeff mandell, November 17, 2024
   • 1 reply
   • 1.3k views
   • 
   • Lois Baker
   • November 17, 2024

4. Adjustments to "Total Compensation".

   By Below Ground, August 6, 2008
   • 12 replies
   • 2.1k views
   • 
   • GBurns
   • August 7, 2008

5. Admin fees passed onto participants

   By Santo Gold, June 14, 2006
   • 7 replies
   • 1.8k views
   • 
   • Nate X
   • June 27, 2006

6. Admin firms who do Davis-Bacon plans (government contracts)?

   By Guest CAM, July 17, 2000
   • 5 replies
   • 1.6k views
   • 
   • IRC401
   • July 18, 2000

7. Administration Forms

   By Guest darkhorse11, March 16, 2006
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • March 16, 2006

8. Administrative Policy Document

   By Guest clch, August 15, 2008
   • 1 reply
   • 805 views
   • 
   • JanetM
   • August 15, 2008

9. Administrative Software

   By Guest Joost Revis, February 26, 2002
   • 7 replies
   • 2.8k views
   • 
   • maverick
   • December 17, 2002

10. Administrators: Exempt Employees?

    By Guest Corrections Questions, February 13, 2012
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • February 13, 2012

11. Adopting 2020 Plan under the SECURE Act

    By ConnieStorer, April 29, 2021
    • 5 replies
    • 1k views
    • 
    • ConnieStorer
    • April 30, 2021

12. Adopting Employer

    By 401(k)athryn, October 25, 2017
    • 5 replies
    • 1.3k views
    • 
    • 401(k)athryn
    • October 27, 2017

13. Adopting Employer

    By dan.jock, September 14, 2017
    • 1 reply
    • 326 views
    • 
    • Bird
    • September 14, 2017

14. Adopting Employer

    By Rai401k, January 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 27, 2005

15. adopting ER - are the owners HCE/Key?

    By Santo Gold, April 13, 2012
    • 1 reply
    • 848 views
    • 
    • Sully
    • April 13, 2012

16. Adopting new profit sharing formula - is there a cutback?

    By PensionPro, August 12, 2025
    • 6 replies
    • 3.4k views
    • 
    • Ilene Ferenczy
    • August 14, 2025

17. Adoption Agreement Request

    By pmacduff, January 18, 2017
    • 1 reply
    • 444 views
    • 
    • hr for me
    • January 18, 2017

18. Adoption of New Plan for 2023

    By Basically, February 2, 2024
    • 1 reply
    • 649 views
    • 
    • CuseFan
    • February 2, 2024

19. ADP - the company not the test...but the test too...

    By Bird, November 2, 2016
    • 14 replies
    • 1.7k views
    • 
    • Bird
    • November 16, 2016

20. ADP and Catch-up

    By JHalligan, November 4, 2022
    • 3 replies
    • 1.5k views
    • 
    • Patricia Neal Jensen
    • November 8, 2022

21. ADP Compensation

    By Guest United pension, February 2, 2011
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • February 2, 2011

22. Advance contributions by HCE in participant-directed account plan.

    By David MacLennan, March 6, 2001
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • March 7, 2001

23. Advice for my buisness

    By Guest Cody75, March 4, 2002
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • March 8, 2002

24. Advice needed for growing TPA firm.

    By MR, August 27, 2000
    • 0 replies
    • 1.4k views
    • 
    • MR
    • August 27, 2000

25. Advisor Referrals - New Fiduciary Rules

    By BeanCounterBlues, April 13, 2016
    • 4 replies
    • 1.8k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

26. Advisory Opinions

    By ERISAAPPLE, September 17, 2017
    • 0 replies
    • 469 views
    • 
    • ERISAAPPLE
    • September 17, 2017

27. Affiilated Service Group (ASG) & top heavy allocation

    By Jakyasar, April 2, 2025
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • April 2, 2025

28. Affiliate Service Group and Independent Contractor

    By Guest MarcA, July 31, 2009
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 12, 2009

29. Affiliated Group?

    By Guest J Samuelson, October 26, 1999
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • November 10, 1999

30. affiliated service

    By thepensionmaven, June 16, 2016
    • 1 reply
    • 539 views
    • 
    • Mike Preston
    • June 16, 2016

31. Affiliated Service

    By thepensionmaven, June 22, 2022
    • 8 replies
    • 1.2k views
    • 
    • thepensionmaven
    • June 28, 2022

32. Affiliated Service

    By thepensionmaven, March 19, 2018   

    • affiliated service
    • 3 replies
    • 618 views
    • 
    • austin3515
    • March 19, 2018

33. Affiliated Service Group

    By Madison71, December 9, 2016
    • 3 replies
    • 856 views
    • 
    • K2retire
    • December 14, 2016

34. Affiliated Service Group

    By Susan S., December 14, 2016
    • 1 reply
    • 584 views
    • 
    • SoCalActuary
    • December 14, 2016

35. Affiliated Service group

    By Guest Sieve, April 21, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • April 23, 2009

36. Affiliated Service Group

    By Guest tcallow, May 15, 2003
    • 0 replies
    • 931 views
    • 
    • Guest
    • May 15, 2003

37. Affiliated Service Group

    By Below Ground, April 9, 2019   

    • coverage concern
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • April 15, 2019

38. Affiliated Service Group

    By Guest wlank, April 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • Alf
    • April 23, 2001

39. Affiliated Service Group

    By Guest L TURNER, November 10, 1999
    • 2 replies
    • 1.6k views
    • 
    • Richard Anderson
    • November 14, 1999

40. Affiliated Service Group

    By ERISAAPPLE, July 31, 2018
    • 8 replies
    • 2k views
    • 
    • ERISAAPPLE
    • August 7, 2018

41. Affiliated Service Group

    By Belgarath, March 8, 2024
    • 5 replies
    • 681 views
    • 
    • CuseFan
    • March 12, 2024

42. Affiliated Service Group

    By 12AX7, September 25, 2006
    • 13 replies
    • 3.2k views
    • 
    • Belgarath
    • September 29, 2006

43. Affiliated Service Group

    By Dougsbpc, August 8, 2018
    • 3 replies
    • 573 views
    • 
    • Belgarath
    • August 10, 2018

44. Affiliated Service Group

    By RJM5FF, November 16, 2017   

    • affiliated service group
    • b-organization
    • (and 4 more)

      Tagged with:

      • affiliated service group
      • b-organization
      • irc 414
      • first service organization
      • fso
      • irc 414(m)
    • 1 reply
    • 616 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

45. Affiliated Service Group

    By JAY21, June 6, 2006
    • 4 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 16, 2006

46. Affiliated Service Group

    By thepensionmaven, June 9, 2016
    • 1 reply
    • 644 views
    • 
    • rcline46
    • June 9, 2016

47. Affiliated Service Group - A-org, B-org

    By MGOAdmin, November 17, 2015   

    • ASG
    • B-Org
    • (and 2 more)

      Tagged with:

      • ASG
      • B-Org
      • controlled
      • affiliated service group
    • 0 replies
    • 964 views
    • 
    • MGOAdmin
    • November 17, 2015

48. Affiliated Service Group - Earned Income

    By CupidMe, March 13, 2019   

    • affiliated service group
    • earned income
    • 1 reply
    • 876 views
    • 
    • Kevin C
    • March 21, 2019

49. Affiliated Service Group ?

    By Guest merlin, November 12, 2001
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • November 13, 2001

50. Affiliated Service Group (ASG) Rules

    By ALBailey, November 20, 2007
    • 1 reply
    • 1.5k views
    • 
    • buckaroo
    • November 30, 2007