Retirement Plans in General

5,781 topics in this forum

1. Failure to Correct Top Heavy - TPA liability

   By Guest mcw, December 13, 2004
   • 1 reply
   • 1.4k views
   • 
   • stephen
   • December 14, 2004

2. Distributions in top heavy determination

   By Guest jim williams, February 14, 2005
   • 1 reply
   • 1.1k views
   • 
   • jquazza
   • February 15, 2005

3. Affiliated Service Group A-Org Test - FSO Corporation Exception

   By ERISA11, May 2, 2018   

   • a-org
   • asg
   • (and 4 more)

     Tagged with:

     • a-org
     • asg
     • affiliated service group
     • professional service corporation
     • corporation
     • llc
   • 1 reply
   • 967 views
   • 
   • Luke Bailey
   • May 3, 2018

4. Over-contributions / Forfeitures

   By Guest Jhagan, June 3, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 5, 1999

5. Disclaim Benefits form?

   By BG5150, November 29, 2021
   • 1 reply
   • 465 views
   • 
   • BG5150
   • November 29, 2021

6. Is a former union employee immediately eligible to participate upon hi

   By Guest Tara Curran, July 5, 2000
   • 1 reply
   • 1.5k views
   • 
   • KJohnson
   • July 5, 2000

7. USERRA for Voluntary Service?

   By Christine Roberts, April 20, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • June 8, 1999

8. Does an employer need to make the contribution to a dc plan before the

   By Guest Donna Lee, June 16, 2000
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • June 16, 2000

9. Deadline for GUST SPD

   By Lynn Campbell, February 20, 2004
   • 1 reply
   • 1.3k views
   • 
   • mming
   • February 23, 2004

10. consultant SEP limitatiions due to employer CB plan

    By Guest rmse46, June 6, 2007
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • June 6, 2007

11. Can an employee of Plan Sponsor be the Broker on the Plan?

    By Guest SWH, January 26, 2010
    • 1 reply
    • 946 views
    • 
    • Guest
    • January 27, 2010

12. ADP Compensation

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

13. Am I a Partner?

    By rcline46, October 27, 2015
    • 1 reply
    • 670 views
    • 
    • Lou S.
    • October 27, 2015

14. 401k plan termination after company's divisions split?

    By Guest JOEDOM1, June 19, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • June 19, 2000

15. Testing age

    By Jakyasar, July 29, 2024
    • 1 reply
    • 598 views
    • 
    • CuseFan
    • July 30, 2024

16. Interim amendments needed now to terminate

    By J Simmons, November 26, 2024
    • 1 reply
    • 1.8k views
    • 
    • Peter Gulia
    • November 26, 2024

17. IRS Online Application for EIN (Form SS-4) Issues

    By WDIK, December 2, 2025
    • 1 reply
    • 2k views
    • 
    • Kattdogg12
    • January 20

18. Single person plan

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

19. Predecessor Employers

    By Guest Hilarion, November 22, 2004
    • 1 reply
    • 6k views
    • 
    • mbozek
    • November 22, 2004

20. PS plan merged into MPP plan

    By Guest mrobinson, March 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • March 17, 2007

21. Plan merger and life insurance

    By R. Butler, November 21, 2014
    • 1 reply
    • 938 views
    • 
    • My 2 cents
    • November 21, 2014

22. Single Trust for Multiple Plans??

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

23. Surgicenter/Affiliated Med. Practices & ASGs

    By Christine Roberts, November 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • November 12, 2003

24. the compromise pension bill and vesting

    By Tom Poje, September 29, 2005
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • September 29, 2005

25. How do you convert a cash balance plan lump sum to an annuity commencing before normal retirement age.

    By Guest jbruggemanjb, October 21, 2005
    • 1 reply
    • 3.7k views
    • 
    • Effen
    • October 21, 2005

26. Form 1099-R: Distribution to a minor

    By Lori Friedman, January 16, 2006
    • 1 reply
    • 2.5k views
    • 
    • JanetM
    • January 16, 2006

27. 204(h) Notice Twice??

    By Christine Roberts, June 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 21, 2000

28. 2 year eligibility

    By Belgarath, September 2, 2020
    • 1 reply
    • 631 views
    • 
    • Bird
    • September 2, 2020

29. PEO and 401(k) Plan

    By eilano, January 31, 2002
    • 1 reply
    • 2.1k views
    • 
    • BFree
    • January 31, 2002

30. Pension Plan Features

    By flosfur, November 30, 2002
    • 1 reply
    • 1.2k views
    • 
    • kocak
    • December 2, 2002

31. Form 1040 Sch F - 100% Earned Income?

    By David MacLennan, December 18, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • December 18, 2002

32. Online EIN letter requiring IRS Form 945

    By maverick, February 13, 2008
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • February 13, 2008

33. Lawsuits (class action or otherwise) where taxpayer sues third party administrator who did not maintain an updated retirement plan? If so, how have

    By Guest Enda80, November 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • November 20, 2008

34. Attribution Rules For Top Heavy Determination

    By mming, July 9, 2009
    • 1 reply
    • 1.6k views
    • 
    • K2retire
    • July 9, 2009

35. Top Paid Group Election

    By dmb, February 25, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2003

36. SAR

    By K-t-F, July 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • July 13, 2004

37. Who's the "payer" for Form 1099?

    By Lori Friedman, September 17, 2004
    • 1 reply
    • 2.3k views
    • 
    • SoCalActuary
    • September 17, 2004

38. Controlled Group

    By DP, January 27, 2005
    • 1 reply
    • 984 views
    • 
    • smm
    • January 27, 2005

39. Electronic Beneficiary Designations

    By Guest TrustMe401k, June 2, 2006
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • June 2, 2006

40. Multiple Employer Plan or Affiliated Service Group.

    By Guest Thornton, February 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 2, 2011

41. Self Correction - THM and Gateway Allocations

    By 52626, August 24, 2017
    • 1 reply
    • 528 views
    • 
    • Mike Preston
    • August 24, 2017

42. Louisiana Disaster Relief (Francine)

    By roy819, October 1, 2024
    • 1 reply
    • 841 views
    • 
    • xabana
    • October 3, 2024

43. Assets in USA Qualified Plans

    By Guest kmohre, June 19, 2001
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 19, 2001

44. Assigning plan numbers

    By Guest Judy S, December 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • December 14, 2004

45. Hours of Service

    By nancy, October 30, 2006
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • October 30, 2006

46. Controlled Group Issue

    By dmb, August 23, 2002
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • August 23, 2002

47. Rollover Between Plans Maintained By Former Employer

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 908 views
    • 
    • E as in ERISA
    • February 4, 2004

48. Self-correction if you made an allocation based on an incorrect compensation figure?

    By Guest Enda80, February 4, 2009
    • 1 reply
    • 860 views
    • 
    • QDROphile
    • February 5, 2009

49. ERISA code online

    By BG5150, May 8, 2009
    • 1 reply
    • 2.1k views
    • 
    • david rigby
    • May 8, 2009

50. Health premiums for sole proprietor

    By ombskid, October 6, 2010
    • 1 reply
    • 836 views
    • 
    • masteff
    • October 7, 2010