Retirement Plans in General

5,751 topics in this forum

1. plan correction and 5500 - HELP!

   By Chippy, June 13, 2013
   • 3 replies
   • 849 views
   • 
   • Chippy
   • June 13, 2013

2. PEO changes providers

   By Guest Sieve, September 21, 2011
   • 1 reply
   • 849 views
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   • Bird
   • September 22, 2011

3. Bonding Requirements

   By Guest DuChamp, December 18, 2012
   • 1 reply
   • 849 views
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   • BG5150
   • December 18, 2012

4. No fail safe language but too late for -11(g)

   By BG5150, August 4, 2021
   • 1 reply
   • 849 views
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   • C. B. Zeller
   • August 4, 2021

5. Plan Compensation for Self Employed Individual

   By LMD1, August 18, 2016
   • 2 replies
   • 848 views
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   • LMD1
   • August 19, 2016

6. New client has 1 participant MP Plan since 1999 but has treated it like a PS Plan

   By RayJJohnsonJr, February 2, 2018
   • 4 replies
   • 848 views
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   • RayJJohnsonJr
   • February 6, 2018

7. Former participant sort of never received distributions after attaining NRA

   By Tedterrific, January 11, 2021
   • 8 replies
   • 848 views
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   • Alonzo Church
   • January 14, 2021

8. New plan vs keeping old plan

   By ombskid, September 5, 2013
   • 3 replies
   • 848 views
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   • MoJo
   • September 5, 2013

9. Gateway Minimum Test and $0 contribution

   By Cynchbeast, February 22, 2016
   • 2 replies
   • 848 views
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   • Mike Preston
   • February 22, 2016

10. Rollover of death benefit by beneficiary to Distributing Plan

    By michaelhughes, February 21, 2020
    • 3 replies
    • 847 views
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    • justanotheradmin
    • February 21, 2020

11. Sole prop changes to LLC taxed as unincorporated partnership

    By Belgarath, February 7, 2019
    • 6 replies
    • 847 views
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    • Below Ground
    • February 8, 2019

12. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus, June 22, 2010
    • 0 replies
    • 847 views
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    • Guest
    • June 22, 2010

13. COLA_Rollover Chart (2008-2009)

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

14. Lack of documentation; what code references or other official literature addresses this situation?

    By Guest Enda80, November 28, 2008
    • 2 replies
    • 846 views
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    • J Simmons
    • November 28, 2008

15. 415 excess in pooled account

    By BG5150, October 2, 2020
    • 2 replies
    • 846 views
    • 
    • BG5150
    • October 2, 2020

16. What happens if you do not timely amend?

    By Guest Enda80, March 29, 2008
    • 1 reply
    • 845 views
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    • Everett Moreland
    • March 29, 2008

17. Purchase Real Estate

    By Cynchbeast, February 27, 2013
    • 1 reply
    • 845 views
    • 
    • rcline46
    • February 27, 2013

18. Top Heavy DB plans

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

19. On July 1, 2022, must spouses’ consents resume physical presence before a notary?

    By Peter Gulia, April 23, 2022
    • 6 replies
    • 843 views
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    • Peter Gulia
    • May 13, 2022

20. Your name in front of 100,000

    By Guest lawallach, April 7, 2009
    • 0 replies
    • 843 views
    • 
    • Guest
    • April 7, 2009

21. New Company Starts Plan

    By Earl, October 17, 2016   

    • eligibility
    • 3 replies
    • 841 views
    • 
    • Bird
    • October 18, 2016

22. Top Heavy Vesting

    By mming, October 16, 2012
    • 0 replies
    • 841 views
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    • mming
    • October 16, 2012

23. RMD Age Error

    By thepensionmaven, December 26, 2022
    • 4 replies
    • 841 views
    • 
    • thepensionmaven
    • December 27, 2022

24. QROPS Pension transfers

    By Guest expatworld, June 20, 2011
    • 0 replies
    • 841 views
    • 
    • Guest
    • June 20, 2011

25. CARES Act Loan Refinance

    By Madison71, April 8, 2021
    • 5 replies
    • 841 views
    • 
    • thepensionmaven
    • April 13, 2021

26. Fee for management

    By Guest chick, February 27, 2009
    • 1 reply
    • 840 views
    • 
    • Guest
    • March 5, 2009

27. Lost participants and sending SPD, SAR, etc...

    By BG5150, December 1, 2021
    • 4 replies
    • 840 views
    • 
    • Peter Gulia
    • December 3, 2021

28. Which code section states that a non-qualified plan must file according to the regular calendar year?

    By Guest Enda80, February 6, 2009
    • 1 reply
    • 840 views
    • 
    • J Simmons
    • February 6, 2009

29. unvested participant is rehired

    By cpc0506, March 4, 2016
    • 5 replies
    • 839 views
    • 
    • cpc0506
    • March 4, 2016

30. Foreign Corporations Retirement Plan

    By Guest Ed F., December 22, 2010
    • 0 replies
    • 838 views
    • 
    • Guest
    • December 22, 2010

31. DOL Plan audits

    By Belgarath, July 8, 2019
    • 1 reply
    • 838 views
    • 
    • rr_sphr
    • July 8, 2019

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

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

33. Hours attributable to spouse

    By Cynchbeast, September 10, 2017
    • 3 replies
    • 837 views
    • 
    • Bird
    • September 11, 2017

34. New Plan - SPY-Limits on Compensatin and contributions

    By Pammie57, September 10, 2015
    • 1 reply
    • 837 views
    • 
    • Tom Poje
    • September 10, 2015

35. Affiliated Service Group

    By Madison71, December 9, 2016
    • 3 replies
    • 835 views
    • 
    • K2retire
    • December 14, 2016

36. Can inherited IRA be rolled into a PS plan?

    By Jakyasar, March 21, 2022
    • 3 replies
    • 834 views
    • 
    • Jakyasar
    • March 21, 2022

37. Money purchase contribution dependent upon deferral to 403(b)

    By Belgarath, January 18, 2018
    • 6 replies
    • 834 views
    • 
    • Belgarath
    • January 19, 2018

38. after-tax contributions impact on sole prop calculation

    By Santo Gold, December 11, 2023
    • 3 replies
    • 833 views
    • 
    • Santo Gold
    • December 12, 2023

39. Partner Always an "Employer" In Regards to Plan?

    By Christine Roberts, February 9, 2004
    • 0 replies
    • 833 views
    • 
    • Christine Roberts
    • February 9, 2004

40. Brother Sister Controlled Group Question

    By Briandfox, November 18, 2015
    • 1 reply
    • 833 views
    • 
    • ETA Consulting LLC
    • November 19, 2015

41. Accelerated Amendment Requirements due to plan termination?

    By Guest Enda80, January 24, 2009
    • 1 reply
    • 833 views
    • 
    • J Simmons
    • January 24, 2009

42. 404(a) Deduction in Single Employer Plan

    By Dougsbpc, March 23, 2022
    • 3 replies
    • 833 views
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    • Dougsbpc
    • March 30, 2022

43. 1099-R question

    By Cynchbeast, April 30, 2018
    • 6 replies
    • 833 views
    • 
    • Bird
    • May 2, 2018

44. Participant fee disclosures

    By Guest Jennyb473, April 24, 2012
    • 0 replies
    • 832 views
    • 
    • Guest
    • April 24, 2012

45. Forgot User Fee/timely filed

    By SadieJane, February 21, 2014   

    • determination letters; user f
    • 1 reply
    • 832 views
    • 
    • Kevin C
    • February 21, 2014

46. Seperate vesting on each year's PS contrib?

    By BG5150, January 3, 2019
    • 5 replies
    • 832 views
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    • BG5150
    • January 3, 2019

47. Amendment or resolution

    By thepensionmaven, October 29, 2015
    • 1 reply
    • 832 views
    • 
    • ETA Consulting LLC
    • October 29, 2015

48. Allocation of Costs to Specific Plan Asset

    By Guest Smokin, September 7, 2011
    • 2 replies
    • 831 views
    • 
    • Guest
    • September 8, 2011

49. Amended plan too soon

    By JARichardson, August 18, 2020
    • 3 replies
    • 831 views
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    • JARichardson
    • August 18, 2020

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

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