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  1. Employment on last day requirement-what if the business closes in the winter? (14 replies)
  2. Death of Participant - not will, etc. (5 replies)
  3. Fee for management (1 reply)
  4. Eligibility Requirements of age 21 and 2 years of service...requires dual entry dates? (5 replies)
  5. Which code section and/or treasury regulation calls for a definitely determinable allocation; which section calls for a complete plan document? (4 replies)
  6. QROPS Anyone (22 replies)
  7. 404 Analysis in Affiliated Service Group Situation (8 replies)
  8. audit required? (5 replies)
  9. 403(a) Plan Document (3 replies)
  10. Multiple Employer Plan (1 reply)
  11. When may one use an EGTRRA RAC clarifying amendment? (0 replies)
  12. PS-Deferrals-Catchup in 2 plans (2 replies)
  13. QP participation and IRA (7 replies)
  14. If the Employer Never Makes Matching Contributions then take them out of the Document (3 replies)
  15. Excluded classes and 401(a)(4) Testing (1 reply)
  16. 410(b) Problem Due to Participants w/$0 Compensation? (1 reply)
  17. Plan document and SPD disagree (6 replies)
  18. Tardy amender for part of a year, tardy amender for all of a year? (2 replies)
  19. Interference with ERISA rights (9 replies)
  20. Amended Eligibility (5 replies)
  21. Last day to amend for 401(a)(31) for a fiscal year plan (1 reply)
  22. 401(a)(4) (3 replies)
  23. Possible Controlled Group and PT Issues (1 reply)
  24. Which code section states that a non-qualified plan must file according to the regular calendar year? (1 reply)
  25. Self-correction if you made an allocation based on an incorrect compensation figure? (1 reply)
  26. Who can be a trustee (3 replies)
  27. Excluding employees (14 replies)
  28. Retirement Asset Allocation (4 replies)
  29. Coverage (1 reply)
  30. Participation in either/or plans (3 replies)
  31. Faulty plan or adoption agreement language where "nobody got hurt" (1 reply)
  32. Accelerated Amendment Requirements due to plan termination? (1 reply)
  33. Parent Sub Controlled Group (3 replies)
  34. When does a partial termination take place in a controlled group? (1 reply)
  35. When can someone use a snap on amendment to amend a retirement plan document? (1 reply)
  36. When would a retirement plan not need to amend for 401(a)(31)? (1 reply)
  37. beneficiary on father's retirement (2 replies)
  38. QNECs used in top heavy determination (20 replies)
  39. Which code section requires amending the plan for GUST, EGTRRA, 401(a)(9) and 401(a)(31)? (2 replies)
  40. How do deemed earnings figure into 415 limits? (3 replies)
  41. Terminating a retirement plan; what must one do? (2 replies)
  42. Madoff (8 replies)
  43. When Prototype Sponsor no longer sponsors client's plan (0 replies)
  44. 945 - paid preparer (0 replies)
  45. Paying sanction penalties with plan assets (2 replies)
  46. If the asset statements for a retirement plan do not have the assets in the name of the plan, what happens? What corrective actions must take place? (3 replies)
  47. If an employer has different plans (the same employer, I must specify); say for example, a (2 replies)
  48. "Posthumously" amending and restating a retirement plan; hypothetically possible? (0 replies)
  49. Forfeitures (1 reply)
  50. What type of plan? (1 reply)
  51. Setting up an Excel file to automatically determine date of entry for an employee (1 reply)
  52. exceeding 415 limit and plan doc language (0 replies)
  53. 2009 covered comp (0 replies)
  54. Non-equity partner (10 replies)
  55. Plan Limits (4 replies)
  56. Retirement benefits (2 replies)
  57. If someone files a 1040 with a schedule C, when discerning the limit of annual additions for the owner, must this person reduce earned income by half (2 replies)
  58. Paired plans; if you have a profit-sharing plan and a money purchase plan, even if you do not make any contributions to the profit-sharing plan, does (1 reply)
  59. Leased Employee (3 replies)
  60. Excluding older employee (30 replies)
  61. EGTRRA Document -- Required Adoption Date? (0 replies)
  62. Can you tell me briefly about having an annuity as investment in the PSP (4 replies)
  63. Court cases upholding sanctions for taxpayers who attribute their plan's lack of compliance to negligent third-party administrators (4 replies)
  64. Benefit application prior to certified critical (1 reply)
  65. Real Estate Professional (3 replies)
  66. Replacing market value adjustment on conversion (7 replies)
  67. Plan "Contribution"? (3 replies)
  68. How Does IRC 404(a)(3) apply in an affiliated service group? (13 replies)
  69. Loan in default (10 replies)
  70. Lack of documentation; what code references or other official literature addresses this situation? (2 replies)
  71. Can anyone think of a helpful preliminary description of the amounts involved in the closing agreement program? Also, the relationship between the max (0 replies)
  72. Coverage Testing and the ABT when employer has DC and DB plans (0 replies)
  73. simple ira (2 replies)
  74. schedule I (3 replies)
  75. 401k or 403b for small (but growing) nfp (1 reply)
  76. Still a Non-ERISA plan? (4 replies)
  77. Tax court cases upholding the importance of an updated plan document (5 replies)
  78. 401 Rollover --need advice asap (7 replies)
  79. Ratio Percentage Determination (1 reply)
  80. Lawsuits (class action or otherwise) where taxpayer sues third party administrator who did not maintain an updated retirement plan? If so, how have (1 reply)
  81. Is there a controlled group-Another tough question! (2 replies)
  82. Multiple employer plan-controlled group? (8 replies)
  83. When someone has a money purchase plan, when must they include leased employees? (5 replies)
  84. "last day of the Plan Year Ending on or after question"; so if the plan year ended on March 30, 2005, you have only five days? (3 replies)
  85. Plan terminations; what do you have to do? Other than accelerated vesting and amending the plan? When you terminate a retirement plan, other than ac (4 replies)
  86. Amending plan for EGTRRA, GUST, 401(a)(9) and 401(a)(31); what circumstances allow one to go beyond the usual due dates for execution and what serve (0 replies)
  87. Effective date for respective provisions of TRA '86? Not the execution date, the effective date, as execution date and effective date remain different (3 replies)
  88. Disqualified plan losing deduction for form 1120, 1120S, schedule C on form 1040, etc.; absolutely or to the degree non-vested? Please provide referen (1 reply)
  89. S corporation and a disqualifed plan or CAP (Closing Agreement program); how does the flow through nature affect either the loss of deduction on the (0 replies)
  90. 401(a)(31), 401(a)(9) effective dates for a retirement plan questions; absolute or first day of the first plan year following the effective dates give (1 reply)
  91. UCA and OBRA, required effective dates? Distinct from required execution dates (1 reply)
  92. Recommendations for speaker for Retirement Professionals group in Milwaukee (0 replies)
  93. Form 5330 (5 replies)
  94. vested account balance after in-service withdrawal (5 replies)
  95. Minimum wage questions; Minimum wage questions; what age does a person have to reach to get covered by minimum wage, and do some states have mandatory (1 reply)
  96. How does the initial eligibility computation period function when the required service period amounts to two years? (1 reply)
  97. Safe Harbor for deposit of EE salary deferrals (2 replies)
  98. Abolishment of 401(k) Plans (13 replies)
  99. How do you anticipate the bailout affecting retirement plans? (8 replies)
  100. COLA_Rollover Chart (2008-2009) (1 reply)
  101. IRS Announces Pension Plan Limitations for 2009 (19 replies)
  102. 408 Service Provider Agreements for CD Investments (0 replies)
  103. Prevailing Wage Money Purchase Plan (1 reply)
  104. In-Service Transfers (8 replies)
  105. RETIREMENT FUND LOSSES (5 replies)
  106. Audit of Retirement Plan? (1 reply)
  107. Duty of Care in Responding to Request for Forms? (13 replies)
  108. Non resident aliens (8 replies)
  109. Prevailing wage Corbel prototype (1 reply)
  110. Pension Protection Act; some key effects (2 replies)
  111. Profit Sharing Plan with no contributions for three years (5 replies)
  112. PEO & Leasing Company (6 replies)
  113. Prohibited Transaction (1 reply)
  114. Status of IRS determination letter processing? (11 replies)
  115. Paying Expenses from Plan Assets (15 replies)
  116. Controlled Group (9 replies)
  117. Maximum Excess Allowance Greater than 5.7% (3 replies)
  118. Prohibited Transaction (2 replies)
  119. Uniform General Power of Attorney Act (2 replies)
  120. Recent wall street turmoil (4 replies)
  121. A sub-S corporation as part of the Controlled Group (4 replies)
  122. RMD and no liquid assets in plan (4 replies)
  123. Accelerated PPA Vesting for DC Plans (2 replies)
  124. Reinstatement of Forfeitures (6 replies)
  125. Waiver of 4980F excise tax for 204(h) notice (1 reply)
  126. Money Purchase Plan Problem (4 replies)
  127. Rehired after 12 year absence (with 15 years prior participation) (1 reply)
  128. DB deduction (5 replies)
  129. Life Insurance & Incidental Benefit Rule (1 reply)
  130. Does anyone have any insights on the process of an unagreed 5500 retirement plan cases? (1 reply)
  131. If a company's retirement plan only has one participant, but has other non-participant employees, does it still need a bond for its retirement plan? (3 replies)
  132. Limits on a self-employed individuals integrated allocation (4 replies)
  133. Plan provision requirement for 415 Regs (4 replies)
  134. Assignment of Death Benefits (3 replies)
  135. Prevailing Wage Plan - Due Date of Deposits (4 replies)
  136. International Employee 401k (3 replies)
  137. Affiliated Service Group between hospital and Corporation employing anesthesiologists? (12 replies)
  138. Voluntary employee contributions something of a misnomer (3 replies)
  139. vesting in a PS only plan (3 replies)
  140. Rollover from a designated Roth account (8 replies)
  141. next year's limits (4 replies)
  142. Investment and Administration Advice (4 replies)
  143. Reasonable Dist fees for multiple payments (8 replies)
  144. Administrative Policy Document (1 reply)
  145. multiple employer plans and design options (9 replies)
  146. The latest EPCRS (2 replies)
  147. Union benefits non union ee (9 replies)
  148. Partnerships are evil (14 replies)
  149. Partnership Earnings (1 reply)
  150. Short initial plan year and Top Heavy (4 replies)
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