Retirement Plans in General

5,781 topics in this forum

1. Short Initial Plan Year for PS plan

   By dmb, December 9, 2004
   • 8 replies
   • 1.5k views
   • 
   • No Name
   • December 17, 2004

2. Short limitation period in 2002 - pre-EGTRRA or post-EGTRRA?

   By John A, January 15, 2002
   • 0 replies
   • 1.3k views
   • 
   • John A
   • January 15, 2002

3. Short limitation period when plan year is changed - am I reading reg c

   By John A, January 15, 2002
   • 0 replies
   • 1.4k views
   • 
   • John A
   • January 15, 2002

4. Short Plan Year

   By Guest RBlaine, March 8, 2004
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • March 8, 2004

5. Short plan year

   By Moe Howard, October 30, 2002
   • 8 replies
   • 2.8k views
   • 
   • Blinky the 3-eyed Fish
   • November 11, 2003

6. short plan year

   By thepensionmaven, May 10, 2016
   • 5 replies
   • 836 views
   • 
   • My 2 cents
   • May 10, 2016

7. Short Plan Year

   By pam@bbm, March 24, 2021
   • 2 replies
   • 1.2k views
   • 
   • Mike Preston
   • March 25, 2021

8. Short Plan Year - Excludable Employees?

   By John A, April 18, 2002
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • April 19, 2002

9. Short Plan Year and prorated limits

   By perplexedbypensions, January 15, 2020
   • 3 replies
   • 2.1k views
   • 
   • perplexedbypensions
   • January 15, 2020

10. Short Plan Year BIS

    By ESOP Guy, July 9, 2021
    • 2 replies
    • 856 views
    • 
    • ESOP Guy
    • July 9, 2021

11. Short Plan Year Implications

    By Guest JF, July 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

12. Short plan year w/ self employed--comp issue

    By BG5150, April 7, 2022
    • 1 reply
    • 557 views
    • 
    • Nate S
    • April 7, 2022

13. Short plan/company year - first year

    By Jakyasar, August 17, 2021
    • 2 replies
    • 627 views
    • 
    • Jakyasar
    • August 18, 2021

14. Should a non-ERISA and non-EACA automatic-contribution arrangement send annual notices?

    By Peter Gulia, September 24, 2015
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2015

15. Should a plan allow self-certifications for before-retirement payouts?

    By Peter Gulia, December 20, 2022
    • 5 replies
    • 860 views
    • 
    • Peter Gulia
    • December 23, 2022

16. Should a plan’s fiduciary adopt auto-portability?

    By Peter Gulia, May 7, 2025
    • 4 replies
    • 3.7k views
    • 
    • blguest
    • May 10, 2025

17. Should a retirement plan volunteer information to EBSA’s lost-and-found database?

    By Peter Gulia, December 5, 2024
    • 6 replies
    • 2.8k views
    • 
    • Peter Gulia
    • December 10, 2024

18. Should a retirement-services provider be its customers’ super-fiduciary?

    By Peter Gulia, July 30, 2022   

    • erisa; fiduciary; prudence
    • 35 replies
    • 7.3k views
    • 
    • Bird
    • June 12, 2024

19. Should an individual who receives only the top-heavy minimum contribut

    By John A, October 20, 2000
    • 4 replies
    • 3.9k views
    • 
    • John A
    • October 20, 2000

20. Should be an easy controlled group determination

    By Santo Gold, December 15, 2006
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

21. Should be an easy eligibility question, but not really

    By Santo Gold, March 28, 2014
    • 7 replies
    • 2k views
    • 
    • jpod
    • April 1, 2014

22. Should form SF be filed after divorce with a owner and spouse plan?

    By CKocher, September 10, 2023
    • 5 replies
    • 754 views
    • 
    • Peter Gulia
    • September 11, 2023

23. Should service providers ask plan sponsors whether one wants to change the required beginning date applicable age?

    By Peter Gulia, June 23, 2023
    • 6 replies
    • 929 views
    • 
    • Peter Gulia
    • June 24, 2023

24. Should you always get a tax identification number for a retirement plan?

    By Will.I.Am, July 12, 2022
    • 5 replies
    • 3k views
    • 
    • AlbanyConsultant
    • July 14, 2022

25. Sick Pay/Short Term Disability

    By Guest CharlieLaur, April 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 27, 2004

26. Sidecar IRA vs QVEC?

    By PensionNewbee, November 24, 2004
    • 0 replies
    • 1.8k views
    • 
    • PensionNewbee
    • November 24, 2004

27. Sign-Off for Completed Testing

    By buckaroo, August 7, 2008
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • August 8, 2008

28. Simple & 401(k) for same year?

    By Basically, July 16, 2025
    • 3 replies
    • 2.7k views
    • 
    • Artie M
    • July 18, 2025

29. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16, October 7, 2016   

    • SIMPLE 401K SIMPLE IRA
    • Controlled Group
    • 5 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2016

30. simple ira

    By Guest lip, November 25, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 26, 2008

31. SIMPLE IRA

    By Jeannine, February 17, 2023
    • 2 replies
    • 720 views
    • 
    • Jeannine
    • February 17, 2023

32. SIMPLE IRA 3-digit plan number

    By PensionPro, April 14, 2020
    • 2 replies
    • 1.2k views
    • 
    • PensionPro
    • April 14, 2020

33. SIMPLE IRA into DB Plan - 2024

    By Jakyasar, July 15, 2024
    • 2 replies
    • 629 views
    • 
    • Kac1214
    • July 17, 2024

34. Simple IRA's and Control Groups

    By Guest itrade4u2, May 10, 2002
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 10, 2002

35. Simple plan... new 401(k) plan... Cares Act

    By Basically, October 28, 2022
    • 4 replies
    • 819 views
    • 
    • Lou S.
    • October 28, 2022

36. Simple, SEP, Solo - Education

    By MjInvestments, October 18, 2017
    • 1 reply
    • 618 views
    • 
    • Bob the Swimmer
    • October 21, 2017

37. Simplify to just 70 1/2 for all employees

    By Oh so SIMPLE, October 6, 2010
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • October 6, 2010

38. Single Employer - Controlled Group/Tiered Partnership

    By Guest RS1, November 23, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 23, 2009

39. Single Member 401(k) - Excess Contribution Solution

    By K-t-F, July 20, 2021
    • 1 reply
    • 706 views
    • 
    • CuseFan
    • July 20, 2021

40. Single Member LLC

    By SMB, November 8, 2006
    • 0 replies
    • 1.5k views
    • 
    • SMB
    • November 8, 2006

41. Single member LLC also owner of partnership

    By Guest Peter Buck, April 12, 2005
    • 9 replies
    • 2.7k views
    • 
    • JAY21
    • April 13, 2005

42. Single Member LLC Start Up

    By Guest nwr1972, February 3, 2007
    • 4 replies
    • 9.4k views
    • 
    • J Simmons
    • February 20, 2007

43. Single member, 2 businesses - SEP IRA... 401(k)

    By Basically, August 11, 2023
    • 8 replies
    • 1.9k views
    • 
    • Paul I
    • August 16, 2023

44. Single participant MPPP

    By Moe Howard, July 8, 2010
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • July 8, 2010

45. Single person plan

    By Guest Boilerburm, December 17, 2002
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • December 18, 2002

46. Single Trust for Multiple Plans??

    By Guest halka, June 8, 1999
    • 1 reply
    • 2k views
    • 
    • Ervin Barham
    • June 9, 1999

47. Site to track Fed Legislation

    By jevd, February 2, 2004
    • 0 replies
    • 990 views
    • 
    • jevd
    • February 2, 2004

48. Sitting on the horns of a dilemma

    By Guest Dash02, October 7, 2009
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • October 10, 2009

49. Six months for period of service requirement for entry into a retirement plan, must you use elapsed time?

    By Guest Enda80, May 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 16, 2008

50. Slam Dunk Control Group

    By K-t-F, May 2, 2012
    • 4 replies
    • 972 views
    • 
    • K-t-F
    • May 3, 2012