Retirement Plans in General

5,781 topics in this forum

1. 3 plan sponsors part of a controlled group, each wants to sponsor a separate plan

   By Santo Gold, July 23, 2021
   • 1 reply
   • 707 views
   • 
   • Belgarath
   • July 23, 2021

2. 404(c) compliant?

   By Guest TrustMe401k, June 18, 2002
   • 1 reply
   • 1.7k views
   • 
   • E as in ERISA
   • June 18, 2002

3. Employer sold part of business and wants to establish new plan effective mid-year for just the remaining three employees. How to test for 410(b) etc.?

   By Guest tkay, October 16, 2003
   • 1 reply
   • 894 views
   • 
   • Guest
   • October 17, 2003

4. tax credit for small businesses

   By Guest dubya, June 15, 2004
   • 1 reply
   • 1.1k views
   • 
   • Lame Duck
   • June 15, 2004

5. "Amended" Prototype: When to file for a determination letter?

   By Scott, January 17, 2007
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 24, 2007

6. Are Rollover Contributions Eligible for an n-plan Roth Rollover?

   By Briandfox, June 12, 2014
   • 1 reply
   • 768 views
   • 
   • masteff
   • June 13, 2014

7. Pension Payment of Retiree Medical Premiums

   By Just Me, January 9, 2015
   • 1 reply
   • 938 views
   • 
   • jpod
   • January 9, 2015

8. Sole Prop to C-corp - amend or terminate plan?

   By Guest haydenks, March 29, 1999
   • 1 reply
   • 1.8k views
   • 
   • Ervin Barham
   • March 30, 1999

9. Does SECURE apply to plans after they terminate?

   By roy819, September 18, 2024
   • 1 reply
   • 802 views
   • 
   • david rigby
   • September 18, 2024

10. key ee in 2 cos., $30,000 in 2 MP plan?

    By Earl, November 8, 2000
    • 1 reply
    • 1.4k views
    • 
    • Richard Anderson
    • November 8, 2000

11. Employee rehired after 11 years

    By katieinny, September 22, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • September 23, 2011

12. Pension Plan Merger

    By Guest kirsten, March 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 30, 1999

13. Can partner participant write a personal check for discretionary PSP c

    By Moe Howard, November 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Erik Read
    • November 7, 2001

14. Excluded classes and 401(a)(4) Testing

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • February 20, 2009

15. controlled group coverage exception

    By Santo Gold, March 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • Santo Gold
    • March 17, 2009

16. Nondiscrimination - amounts testing

    By Guest JM123, November 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 24, 2010

17. Has Anyone Seen a Copy of Legislative Text of New Coronavirus Relief Bill?

    By rocknrolls2, December 11, 2020
    • 1 reply
    • 462 views
    • 
    • MoJo
    • December 11, 2020

18. ERISA and Binding arbitration

    By Guest pbayl10, March 9, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 23, 2003

19. top heavy or not top heavy?

    By Santo Gold, January 24, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 25, 2005

20. Defining Compensation

    By Guest Dash02, March 15, 2010
    • 1 reply
    • 1.1k views
    • 
    • britoski
    • March 15, 2010

21. Money Purchase Pension Plan

    By Nassau, May 19, 2016
    • 1 reply
    • 1k views
    • 
    • david rigby
    • May 19, 2016

22. Adding SHMatch to plan with existing traditional match funds

    By Cathy from Chicago, January 27, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 27, 2000

23. Plan Entry Dates

    By BG5150, March 5, 2013
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • March 5, 2013

24. What is the extent of a qualified plan's responsibility to pursue survivors and beneficiaries?

    By MMMBENE2000, August 25, 2015   

    • survivors
    • beneficiaries
    • 1 reply
    • 805 views
    • 
    • GMK
    • August 25, 2015

25. life insurance in profit sharing plan

    By Scuba 401, November 22, 2016
    • 1 reply
    • 637 views
    • 
    • Bill Presson
    • November 22, 2016

26. Can a CBA reduce retirement or disability benefits already accrued?

    By AFFIS, March 22, 2020   

    • erisa
    • cba
    • (and 2 more)

      Tagged with:

      • erisa
      • cba
      • accrual rules
      • accrued benefit
    • 1 reply
    • 674 views
    • 
    • Larry Starr
    • March 23, 2020

27. Beneficiary Rollover

    By JOH, October 13, 2020
    • 1 reply
    • 798 views
    • 
    • ESOP Guy
    • October 13, 2020

28. Cancel print jobs

    By Cathy from Chicago, February 22, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • February 22, 2000

29. coverage testing two plans in a controlled group

    By AlbanyConsultant, January 27
    • 1 reply
    • 271 views
    • 
    • CuseFan
    • January 28

30. Puerto Rico plans

    By Guest tajcc, September 1, 2006
    • 1 reply
    • 2k views
    • 
    • davef
    • September 21, 2006

31. W-2's for union employees

    By Guest JPIngold, January 25, 2011
    • 1 reply
    • 3.1k views
    • 
    • masteff
    • January 25, 2011

32. FREE benefits benchmarking study opportunity

    By Guest Greg Melia, June 12, 2001
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 19, 2001

33. New Comparability Plans

    By MarZDoates, May 29, 2002
    • 1 reply
    • 1.4k views
    • 
    • AndyH
    • May 30, 2002

34. QSLOBs

    By katieinny, June 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 11, 2003

35. RMD for spouse's estate

    By Guest terric, September 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mary Kay Foss
    • September 14, 2004

36. Top Heavy DB plans

    By Guest GaryGaryGary, August 25, 2011
    • 1 reply
    • 861 views
    • 
    • Lou S.
    • August 25, 2011

37. DOL Phone Calls regarding Late contributions

    By stormoj1, December 18, 2012
    • 1 reply
    • 879 views
    • 
    • BG5150
    • December 19, 2012

38. Demutualizing of Annuity Provider

    By Christine Roberts, April 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • April 1, 1999

39. mutual fund interfaces

    By Earl, March 28, 2000
    • 1 reply
    • 1.8k views
    • 
    • Cathy from Chicago
    • March 28, 2000

40. Prohibited Transaction Question

    By Christine Roberts, May 8, 2002
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 8, 2002

41. Profit Sharing/401(k) Plan - Initial Plan Year

    By Guest Donaldson, November 6, 2002
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 8, 2002

42. Checklist to determine Controlled Group Status

    By MarZDoates, December 12, 2002
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • December 12, 2002

43. Excluding Employees by Name

    By Guest gaham, May 23, 2003
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 23, 2003

44. credit-card question asked for a friend

    By dh003i, November 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 18, 2004

45. custodian fiduciary status

    By Guest cac1134, January 18, 2007
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • January 18, 2007

46. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 871 views
    • 
    • J Simmons
    • October 20, 2008

47. RMD 60 day rollover waiver

    By Guest DeeBee, January 6, 2009
    • 1 reply
    • 3.8k views
    • 
    • david rigby
    • January 6, 2009

48. Owner wants to pay his SDBA fees through Personal Acct

    By KateSmithPA, March 22, 2011
    • 1 reply
    • 973 views
    • 
    • QDROphile
    • March 22, 2011

49. Mis-reporting deductions on tax return

    By Cynchbeast, May 28, 2013
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • May 28, 2013

50. sole proprietor incoorporated

    By Guest AAASIMON, April 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • April 2, 1999