Retirement Plans in General

5,753 topics in this forum

1. Sidecar IRA vs QVEC?

   By PensionNewbee, November 24, 2004
   • 0 replies
   • 1.7k views
   • 
   • PensionNewbee
   • November 24, 2004

2. Sign-Off for Completed Testing

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

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

   By Basically, July 16
   • 3 replies
   • 2.6k views
   • 
   • Artie M
   • July 18

4. SIMPLE 401K and SIMPLE IRA Controlled Group

   By delmar16, October 7, 2016   

   • SIMPLE 401K SIMPLE IRA
   • Controlled Group
   • 5 replies
   • 3.5k views
   • 
   • John Feldt ERPA CPC QPA
   • October 10, 2016

5. simple ira

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

6. SIMPLE IRA

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

7. SIMPLE IRA 3-digit plan number

   By PensionPro, April 14, 2020
   • 2 replies
   • 1.1k views
   • 
   • PensionPro
   • April 14, 2020

8. SIMPLE IRA into DB Plan - 2024

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

9. Simple IRA's and Control Groups

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

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

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

11. Simple, SEP, Solo - Education

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

12. 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

13. Single Employer - Controlled Group/Tiered Partnership

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

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

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

15. Single Member LLC

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

16. Single member LLC also owner of partnership

    By Guest Peter Buck, April 12, 2005
    • 9 replies
    • 2.6k views
    • 
    • JAY21
    • April 13, 2005

17. Single Member LLC Start Up

    By Guest nwr1972, February 3, 2007
    • 4 replies
    • 9.3k views
    • 
    • J Simmons
    • February 20, 2007

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

    By Basically, August 11, 2023
    • 8 replies
    • 1.6k views
    • 
    • Paul I
    • August 16, 2023

19. Single participant MPPP

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

20. Single person plan

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

21. Single Trust for Multiple Plans??

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

22. Site to track Fed Legislation

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

23. Sitting on the horns of a dilemma

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

24. 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

25. Slam Dunk Control Group

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

26. 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

27. Small business exemption from having a fidelity bond for the retirement plan? Small business exemption from having a fidelity bond for the retirement

    By Guest Enda80, April 9, 2009
    • 5 replies
    • 3.1k views
    • 
    • jpod
    • April 14, 2009

28. Small Business has not filed 5500 for five years - What should they do

    By Guest PLHart, June 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 1999

29. Small Business Tax Credit

    By Guest LSULLIVAN, July 12, 2005
    • 3 replies
    • 2.7k views
    • 
    • WDIK
    • July 12, 2005

30. Small Controlled Group with PSP/DB plan

    By Lori H, April 17, 2017
    • 3 replies
    • 819 views
    • 
    • Lori H
    • April 19, 2017

31. Small Employer Startup Tax Credits

    By perkinsran, July 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 8, 2002

32. Small Plan Audit

    By WDIK, July 7, 2003
    • 1 reply
    • 983 views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2003

33. Small Plan Audit Waiver

    By Belgarath, August 2, 2001
    • 5 replies
    • 1.8k views
    • 
    • AndyH
    • August 4, 2001

34. Small Plan or Big Plan?

    By mming, April 23, 2009
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • April 24, 2009

35. Small Plan Start Up Cost Credit

    By BeanCounterBlues, June 22, 2007
    • 1 reply
    • 2.5k views
    • 
    • Bird
    • June 22, 2007

36. Small plans and Forbes August 10th issue

    By Guest BobParks, August 20, 1998
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • August 23, 1998

37. Small s.h. 401(k) going to arbitration, former employee requesting money

    By kwalified, December 13, 2016   

    • Distribution not processed
    • 2 replies
    • 747 views
    • 
    • kwalified
    • December 13, 2016

38. SMART Pension Plan Update?

    By Guest Peg H, August 19, 1998
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 20, 1998

39. SMM Requirements as to content

    By Belgarath, January 17, 2019
    • 2 replies
    • 753 views
    • 
    • Belgarath
    • January 17, 2019

40. Snap-on or add-on amendments; when can those get used for amending a plan?

    By Guest Enda80, March 5, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • March 5, 2009

41. Sobering lesson on importance of unambiguous forms for plan participan

    By Dave Baker, November 9, 2000
    • 27 replies
    • 4.8k views
    • 
    • Guest
    • November 17, 2000

42. soc sec calculator (for fun, of course!)

    By Tom Poje, November 17, 2017
    • 10 replies
    • 1.5k views
    • 
    • Mike Preston
    • November 29, 2017

43. Social Security - Who benefits?

    By Guest Learning, July 5, 2006
    • 4 replies
    • 4.5k views
    • 
    • Larry M
    • August 9, 2006

44. Social Security becoming an oxymoron?

    By Guest Franklin Evans, December 8, 1998
    • 7 replies
    • 2.7k views
    • 
    • Larry M
    • December 22, 1998

45. Social Security Benefits and Retirement Assets

    By PensionPro, June 6, 2012
    • 4 replies
    • 949 views
    • 
    • PensionPro
    • June 6, 2012

46. Social Security Covered Compensation Table

    By Guest Teddie, May 1, 2013
    • 3 replies
    • 5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 2, 2013

47. Social Security full retirement age mid-year

    By shERPA, April 12, 2021
    • 2 replies
    • 794 views
    • 
    • shERPA
    • April 12, 2021

48. Social Security Level Income and 417(e)

    By Guest Phil, October 7, 1998
    • 6 replies
    • 5k views
    • 
    • Wessex
    • October 16, 1998

49. SOCIAL SECURITY REPLACEMENT PLAN

    By Guest BTCISP1969, January 5, 2001
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • January 5, 2001

50. Social Security Wage Base

    By david rigby, December 12, 2001
    • 0 replies
    • 2.9k views
    • 
    • david rigby
    • December 12, 2001