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  1. Trust with no sponsor (1 reply)
  2. Past service at merger (8 replies)
  3. Sign-Off for Completed Testing (3 replies)
  4. Adjustments to "Total Compensation". (12 replies)
  5. MPP Question (4 replies)
  6. Prohibited Transaction (15 replies)
  7. Loan Terms (2 replies)
  8. Both a DC and DB plan exist (4 replies)
  9. Eligibility - hourly and month requirement (4 replies)
  10. Paying property taxes for real eatate in PS (4 replies)
  11. Plan for Union Employees (1 reply)
  12. Initial eligiblity computation period question (1 reply)
  13. Deduction for short plan year (2 replies)
  14. Party in interest (13 replies)
  15. Changing the definition of compensation (6 replies)
  16. How do you calculate MPA (maximum payable amount)? (0 replies)
  17. Beneficiary Designation (2 replies)
  18. Profit Sharing Plan to Roth IRA (0 replies)
  19. Reimbursement of legal fees related to real estate note transactions (0 replies)
  20. What is the correct board for questions on profit sharing plans? (2 replies)
  21. Mistake of Fact/Return of Excess Contribution (4 replies)
  22. Affilied Service Group question (4 replies)
  23. Controlled Group Question (4 replies)
  24. Employer doesn't make required contributions (9 replies)
  25. In relation to pension information, what is "the blue book" (2 replies)
  26. History of Pension Legislation (5 replies)
  27. "Earned Income" of a Partner (4 replies)
  28. Self-Correction Program (3 replies)
  29. Forfeiture of account balance of missing participant (4 replies)
  30. Does giving someone a 3% top-heavy minimum help you pass 410(b) coverage issues? (4 replies)
  31. 415 limit default (1 reply)
  32. Former employees and top-heavy tests (2 replies)
  33. Closing agreement, when must you pursue this as opposed (1 reply)
  34. Employee Embezzlement (1 reply)
  35. Form 5330 (1 reply)
  36. father and childern ownership (9 replies)
  37. Top-Heavy Minimums, how does that affect allocations calculations? (3 replies)
  38. Moved to another message board: Donald R. Levy (passed away on June 29) (-- replies)
  39. Compensation from partnership (3 replies)
  40. RAP beyond 9/30/03? How does that become possible? (4 replies)
  41. Death benefits - protected? (0 replies)
  42. Integrated PS (3 replies)
  43. Allocation based on participant's classification? (1 reply)
  44. Grantor trusts, do they ever figure into retirement plans? (1 reply)
  45. Top-Heavy related questions; how does that impact coverage testing? I know that the people who do not work enough hours who would normally not get an (1 reply)
  46. Friday the 13th style question (6 replies)
  47. mortality table amendment necessary? (2 replies)
  48. Davis Bacon Plans (2 replies)
  49. 401(M) and ACP test; what do you do if the plan does not pass muster? (1 reply)
  50. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps? (3 replies)
  51. Recommended magazines about retirement plans (6 replies)
  52. coverage testing for a closed db pension plan - several questions (3 replies)
  53. Does anyone know where the factors for figuring out required minimum distributions would be? Also, does anyone have an Excel file set up to figure out (3 replies)
  54. Coverage Testing - Three Year Testing Cycle (3 replies)
  55. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc. (7 replies)
  56. How do franchises affect retirement plan coverage issues? (2 replies)
  57. Determination of Otherwise Escludable Emplyees (OEEs) (5 replies)
  58. Retirement plan's asset/trust statements; what official regulations dictate that the statements must be in the name of the plan? (1 reply)
  59. Converting money purchase plan to 401(k) (0 replies)
  60. If the beneficiary is a trust, where do you look for distribution schedule in uniform life table? (1 reply)
  61. Relius Government Forms 5500 SP2 (2 replies)
  62. Prohibited Transaction Exemption (0 replies)
  63. COLA and Rollover Chart for 2007 and 2008 (8 replies)
  64. Calculating required minimum distribution (7 replies)
  65. Money Purchase Plan Termination and Distribution (3 replies)
  66. Six months for period of service requirement for entry into a retirement plan, must you use elapsed time? (2 replies)
  67. If a retirement plan only has the owner as a participant, does the plan need a fidelity bond? (1 reply)
  68. 401(31)(a) what does this new law entail? Does it primarily affect rollovers? (0 replies)
  69. New Form 5307 (3/08) (2 replies)
  70. Removal of in-service provision (5 replies)
  71. Canadian income US schedule C, Pension? (0 replies)
  72. Prohibited Transaction (12 replies)
  73. Can my client take 1 RMD even though he has an IRA and a DB Plan? (1 reply)
  74. The purchased company's plan and coverage (1 reply)
  75. 100% of employees are "leased employees" (1 reply)
  76. How do you calculate interest for a 5330? (2 replies)
  77. Beneficiary Designation (3 replies)
  78. Class Action Settlement (3 replies)
  79. Multiple Employer Plan (0 replies)
  80. Contributions deposited and not allocated (4 replies)
  81. Sole Proprietor Compensation (1 reply)
  82. Work Release Inmates Eligible to participate (3 replies)
  83. Can a trust be the sponsor of a plan (1 reply)
  84. Updated Section 402(f) Notice (0 replies)
  85. independent CPA audit (6 replies)
  86. Merging money purchase plans into 401(k) or profit-sharing plans (1 reply)
  87. Valuation for a balance forward plan (5 replies)
  88. EGTRRA Remedial Amendment Period (1 reply)
  89. Unrealized receivable for partner - plan pay? (2 replies)
  90. Purchase of Foreign Company (0 replies)
  91. Timing of deduction (7 replies)
  92. highly compensated determination (1 reply)
  93. Trustee Directed DC Plan Statements (0 replies)
  94. Benefit Valuation (4 replies)
  95. 415 and aggregation with 403(b) (5 replies)
  96. 3401(a) exlcude sales commissions? (2 replies)
  97. Key Employee Questions (1 reply)
  98. State needs to receive 5500? (2 replies)
  99. Per Stirpes (23 replies)
  100. What happens if you do not timely amend? (1 reply)
  101. If someone has both a profit-sharing plan and a money purchase plan, how do the limits on contributions and deductions apply? (1 reply)
  102. Bank of America serving as a plan sponsor (0 replies)
  103. QDROs (3 replies)
  104. Top heavy balance question, what do you include? (12 replies)
  105. Are aftertax contribs. allowed & what is the authority? (4 replies)
  106. sole prop incorporates (4 replies)
  107. Top-paid group election question; it does not overrule the ownership or more than 5% of a company, correct? (1 reply)
  108. Controlled Group- spousal (4 replies)
  109. Brother-Sister Controlled Group Question (2 replies)
  110. must a plan meet qualification requirements every year? (4 replies)
  111. Annual Additions and dual Employment (11 replies)
  112. Nonunion work for union employees (4 replies)
  113. Deductions From Pay For Employer Contribution (1 reply)
  114. vesting in short year (11 replies)
  115. Top Heavy Defined Contribution PLan (1 reply)
  116. When Does This Become A Prohibited Transaction? (2 replies)
  117. Insurance death benefit (1 reply)
  118. Reallocation of forfeitures in QACA auto enroll plan (1 reply)
  119. K-1 Self Employment Earnings (4 replies)
  120. Can a Prepaid PSP cont be deducted when deposited? (14 replies)
  121. 415 amounts calculated incorrectly (0 replies)
  122. Common Ownership (7 replies)
  123. IRS Audit Triggers (0 replies)
  124. Participant Statements (4 replies)
  125. Always get EIN for Plan? (1 reply)
  126. Online EIN letter requiring IRS Form 945 (1 reply)
  127. Amending MPP for increased contribution after close of PY (4 replies)
  128. former key due to EGTRRA changes (0 replies)
  129. Family member mortgage (2 replies)
  130. Controlled Group (3 replies)
  131. Money Purchase Funding Waiver (1 reply)
  132. Deposit of Employer Contribution (4 replies)
  133. Former Client adopted plan and left (4 replies)
  134. Controlled Group Determination (6 replies)
  135. Employee would like no 401(k) taken from overtime check only (17 replies)
  136. Last Day Rule (4 replies)
  137. Salary continuation (1 reply)
  138. controlled group (7 replies)
  139. Form 940 and W-2 (1 reply)
  140. New 5329 allows request for waiver of underdistribution penalty (0 replies)
  141. Contribution Recovery (0 replies)
  142. Bankruptcy and plan loans (4 replies)
  143. Early Retirement Window in 401(k) Plan (0 replies)
  144. Plan Document availability (3 replies)
  145. Employee Theft (20 replies)
  146. PEO Spinoff (1 reply)
  147. Limitation Year For DB/DC Combo (0 replies)
  148. Coverage Requirements (3 replies)
  149. Top Heavy Ratio and rounding (10 replies)
  150. Affiliated Service Group (ASG) Rules (1 reply)
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