Retirement Plans in General

5,750 topics in this forum

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

   By Peter Gulia, March 31
   • 13 replies
   • 3.4k views
   • 
   • BG5150
   • April 4

2. What documents needed to replace Recordkeeper/Trustee?

   By TaxLawyer1978, October 8, 2018
   • 14 replies
   • 3.4k views
   • 
   • imchipbrown
   • October 10, 2018

3. Q about vesting computation period for short plan year 10/1/98 - 12/31

   By Guest Kelly R, April 3, 1999
   • 6 replies
   • 3.4k views
   • 
   • My 2 cents
   • May 30, 2017

4. Corporate acquisition/plan termination/415

   By Carol V. Calhoun, June 11
   • 2 replies
   • 3.4k views
   • 
   • Paul I
   • June 11

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

   By Basically, April 11
   • 5 replies
   • 3.4k views
   • 
   • david rigby
   • April 14

6. Top Heavy Testing - Inservice distributions

   By Guest Randy713, December 23, 2004
   • 4 replies
   • 3.4k views
   • 
   • Belgarath
   • December 27, 2004

7. Participant in more than one plan issues...

   By chris, October 22, 2003
   • 15 replies
   • 3.4k views
   • 
   • david rigby
   • October 25, 2003

8. Non-profit controlled group rules - common control question

   By AndrewZ, February 6, 2015
   • 0 replies
   • 3.4k views
   • 
   • AndrewZ
   • February 6, 2015

9. Coverage Testing on Controlled Group

   By Hokielady, August 4, 2015
   • 9 replies
   • 3.4k views
   • 
   • Hokielady
   • August 5, 2015

10. K-1 Self Employment Earnings

    By Penman2006, February 27, 2008
    • 4 replies
    • 3.4k views
    • 
    • Penman2006
    • February 28, 2008

11. Interesting situation - frozen plan?

    By Belgarath, July 9
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • July 10

12. "Private" Pension Plans Good Idea or Not?

    By Guest BobParks, September 3, 1998
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • September 12, 1998

13. 1.401(a)(4)-11(g) retroactive amendment

    By Belgarath, March 19, 2003
    • 11 replies
    • 3.4k views
    • 
    • Mike Preston
    • March 19, 2003

14. Usage Of AI/LLM In Benefits Practices

    By RatherBeGolfing, July 7
    • 5 replies
    • 3.4k views
    • 
    • LPHR
    • July 11

15. Full vesting for spinoff plan participants?

    By Guest Susan Keys, March 20, 2000
    • 3 replies
    • 3.4k views
    • 
    • John A
    • November 9, 2000

16. Distribution of vested benefit, directly from employer checking accoun

    By Moe Howard, October 31, 2002
    • 23 replies
    • 3.4k views
    • 
    • KJohnson
    • July 5, 2005

17. Plan Trusts--and the doctrine of merger

    By J Simmons, November 12, 2009
    • 4 replies
    • 3.3k views
    • 
    • Everett Moreland
    • November 12, 2009

18. Key Employee Determination

    By Gilmore, March 3, 2016
    • 11 replies
    • 3.3k views
    • 
    • Gilmore
    • March 8, 2016

19. Years of Service for Amended Vesting Schedule; Periods of Service Seem Barred for the Metric of Service Provided to Allow Participants to Retain the Antecedent Schedule

    By Kent Allard, May 15   

    • vesting
    • years of service
    • (and 3 more)

      Tagged with:

      • vesting
      • years of service
      • period of service
      • vesting schedule
      • protected benefit
    • 1 reply
    • 3.3k views
    • 
    • Artie M
    • May 16

20. Bad Boy Clause

    By Guest taj32z, September 3, 2003
    • 5 replies
    • 3.3k views
    • 
    • Medusa
    • September 5, 2003

21. Small 501(c)3 looking to establish Benefit Program

    By Guest Nicholas, December 13, 2005
    • 2 replies
    • 3.3k views
    • 
    • Larry M
    • December 13, 2005

22. Required Minimum Distribution Table - 2021 in Excel format

    By imchipbrown, November 12, 2019
    • 2 replies
    • 3.3k views
    • 
    • FPGuy
    • November 14, 2019

23. Where to send the final 1099-R for deceased participant

    By KaJay, March 5, 2019
    • 11 replies
    • 3.3k views
    • 
    • rocknrolls2
    • March 6, 2019

24. Definition of Non-Key Employee & required TH minimum

    By Guest M. Martin, August 2, 2004
    • 8 replies
    • 3.3k views
    • 
    • jquazza
    • August 3, 2004

25. Excluded class definition

    By SMB, March 10, 2009
    • 4 replies
    • 3.3k views
    • 
    • rcline46
    • March 11, 2009

26. Controlled group with company owned 100% by ESOP?

    By Belgarath, June 1, 2018
    • 5 replies
    • 3.3k views
    • 
    • Larry Starr
    • June 6, 2018

27. Can Employer Pay Plan Fees for One Participant

    By Guest msxtrme, January 31, 2005
    • 20 replies
    • 3.3k views
    • 
    • alanm
    • February 22, 2005

28. 1979 PBGC Disabled Mortality Table

    By Guest HarveyC, June 3, 2003
    • 4 replies
    • 3.3k views
    • 
    • WDIK
    • October 12, 2005

29. SECURE 2.0 increase to cashout limit for forced distributions

    By Belgarath, August 23, 2023
    • 6 replies
    • 3.3k views
    • 
    • MoJo
    • August 31, 2023

30. "Sunset Clause"

    By Guest gkaley, July 5, 2001
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • July 5, 2001

31. Eliminating benefit options.

    By Guest Kathleen Fouquet, January 31, 2002
    • 17 replies
    • 3.3k views
    • 
    • katieinny
    • January 22, 2003

32. Discretionary Profit Sharing Contribution - Resolution

    By MarZDoates, November 20, 2013
    • 6 replies
    • 3.3k views
    • 
    • BG5150
    • November 21, 2013

33. ERPA EXAM

    By Rai401k, March 18, 2009
    • 6 replies
    • 3.3k views
    • 
    • Kevin C
    • April 23, 2009

34. Joint DOL Treasury RFI - DC Plan Annuities

    By Guest Tom:, February 21, 2010
    • 9 replies
    • 3.3k views
    • 
    • david rigby
    • February 25, 2010

35. Remote notarization

    By Ian, June 10, 2020
    • 27 replies
    • 3.3k views
    • 
    • Luke Bailey
    • June 18, 2020

36. 412 (i) DB plan and Aggregation with DC plan

    By Guest shtoo, December 4, 2003
    • 8 replies
    • 3.3k views
    • 
    • Guest
    • December 5, 2003

37. Are there some plans for which no 3(16) service is available?

    By Peter Gulia, May 26
    • 0 replies
    • 3.3k views
    • 
    • Peter Gulia
    • May 26

38. Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath, February 13, 2024
    • 6 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • February 14, 2024

39. Reasonable Compensation Guidance

    By youngbenefitslawyer, June 16
    • 2 replies
    • 3.3k views
    • 
    • Artie M
    • June 17

40. Include ONE union employee in PS/401k Plan

    By imchipbrown, August 9, 2018
    • 9 replies
    • 3.3k views
    • 
    • Larry Starr
    • August 23, 2018

41. 5% owners

    By Guest Srobertson2, May 8, 2013
    • 3 replies
    • 3.3k views
    • 
    • Belgarath
    • May 13, 2013

42. Mistake of Fact/Return of Excess Contribution

    By J Simmons, July 16, 2008
    • 4 replies
    • 3.3k views
    • 
    • J Simmons
    • July 16, 2008

43. Self-Employed Deferrals

    By Guest rhector12, September 12, 2005
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • September 13, 2005

44. Anniversary date entry when hired on the 2nd day of a month

    By ESOP Guy, August 6
    • 13 replies
    • 3.3k views
    • 
    • david rigby
    • August 7

45. Definitely Determinable Allocation Formula

    By LANDO, October 30, 2015   

    • Allocation Formula
    • Definitely Determinable
    • (and 2 more)

      Tagged with:

      • Allocation Formula
      • Definitely Determinable
      • Profit Sharing Formula
      • Integration
    • 14 replies
    • 3.3k views
    • 
    • Mike Preston
    • November 3, 2015

46. Cost of FIS

    By 401kay, April 16
    • 0 replies
    • 3.3k views
    • 
    • 401kay
    • April 16

47. Must a fiduciary provide a social security number?

    By Belgarath, February 6, 2013   

    • Plan investments
    • Dodd-Frank
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • February 7, 2013

48. Permitted Disparity used in the general test of 401(a)(4) for a DC pla

    By Guest WBrown, June 14, 1999
    • 3 replies
    • 3.3k views
    • 
    • Wessex
    • June 17, 1999

49. Is auto-enroll an actual "feature"?

    By Bri, July 14
    • 10 replies
    • 3.2k views
    • 
    • Peter Gulia
    • July 16

50. Contribution on behalf of a deceased owner.

    By katieinny, October 11, 2004
    • 7 replies
    • 3.2k views
    • 
    • Bird
    • June 1, 2016