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  1. Puerto Rico Plan Reference Book (0 replies)
  2. terminating a PS plan to start a 401k (8 replies)
  3. Is there a spouse? (5 replies)
  4. Discontinue a RMD (0 replies)
  5. Order of Withholding (2 replies)
  6. Year of service (24 replies)
  7. MPP and 204(h) Notice (1 reply)
  8. Multiple Employer deduction allocation? (6 replies)
  9. Controlled Group - What's the plan income? (0 replies)
  10. Ownership %-ages in Affiliated Service Group (2 replies)
  11. Benefit restoration under USERRA (0 replies)
  12. Where can I deduct this contribution? (1 reply)
  13. Required Minimum Distribution (7 replies)
  14. Controlled Group? I am getting confused. (1 reply)
  15. Profit Sharing Plan (3 replies)
  16. Amendment to Eligibility/Vesting Provisions (10 replies)
  17. required participant statements under PPA (0 replies)
  18. 401(a)(4) nondiscrimination test required for int alloc (7 replies)
  19. Elective transfers and leased employees (0 replies)
  20. Unpaid Leave of Absence (0 replies)
  21. wrong ein used (3 replies)
  22. EXPRO? (1 reply)
  23. Document Retention (3 replies)
  24. Disqualified Person / Prohibited Transaction? (3 replies)
  25. EARNED INCOME CALCULATOR (0 replies)
  26. Allocation and Deduction timing (4 replies)
  27. Compensation, ABPT, and multiple divs (1 reply)
  28. Eligibility Upon Rehire (2 replies)
  29. rolling 401(a) money to avoid post 70.5 rmd (1 reply)
  30. Crediting Service for Eligibility (5 replies)
  31. SPD requirement - the 5 year issue (9 replies)
  32. Former employee becomes independent contractor for the same company (3 replies)
  33. Timing of Required Deposit and 415 (3 replies)
  34. Prevailing Wage Plan - Accrual Requirement Allowed? (1 reply)
  35. Part-timer request for SPD (2 replies)
  36. SSN on Participant Statement Prohibited by HIPAA? (4 replies)
  37. 2006 PS Contribution (1 reply)
  38. Service Organization (4 replies)
  39. Records retention (2 replies)
  40. Contributions by LLC (2 replies)
  41. ah, ya gotta love PPA (1 reply)
  42. Plan Retroactively Disqualified and IRC Code Section 402(B)(4) (3 replies)
  43. 100% owner in two companies (1 reply)
  44. switching from self directed to pooled assets (4 replies)
  45. Moved to another message board: $100,000 Adjusted Gross Income Restriction Applies to Roth 401(k) to Roth IRA Rollovers in 2008 and 2009 (-- replies)
  46. Non-ESOP plans borrowing money for investments? (10 replies)
  47. Using Non Recourse Loans to buy assets in a IRA account (2 replies)
  48. "Conversion" of Passive Income into Earned Income (0 replies)
  49. Indexed Annuity in DC Plan (0 replies)
  50. Plan coverage for leased employees (2 replies)
  51. Amending vesting computation method (1 reply)
  52. Retroactive Vesting (22 replies)
  53. Deadline for Adopting DB Plan? (5 replies)
  54. U.S. Virgin Islands Retirement plans (1 reply)
  55. Controlled Groups issues (14 replies)
  56. Loan info (3 replies)
  57. partnership income on Form 1065 (1 reply)
  58. Contributio Made After Corporate 1120S Filed (2 replies)
  59. Top Heavy Minimum or Not? (1 reply)
  60. Irrevocable Rollovers (7 replies)
  61. trustee paid from the plan? (11 replies)
  62. NRA <65 (2 replies)
  63. Is This Self- Dealing? (1 reply)
  64. Controlled Group Issue (1 reply)
  65. Section 415(c) limits (5 replies)
  66. Loan Refinance (10 replies)
  67. Eligibility requirements for a new plan (7 replies)
  68. Spousal Consent for Loan? (8 replies)
  69. EIN for plan sponsor... (4 replies)
  70. Related Rollover in top heavy testing (1 reply)
  71. hours requirement for contribution in a less than 12 month period (1 reply)
  72. Forfeitures (2 replies)
  73. plan year not equal to fiscal year (3 replies)
  74. D.R.O.P Plans (4 replies)
  75. D.R.O.P Plans (0 replies)
  76. Last Day (of quarter) Requirement (1 reply)
  77. Everyone terminated prior to year-end - Allocation of Forfeitures (1 reply)
  78. 410(b) testing (1 reply)
  79. Eligibility Requirement (5 replies)
  80. Emailing Social Security Numbers (2 replies)
  81. Copy of PLR (2 replies)
  82. PTE 79-41 Need e-copy (2 replies)
  83. DC Pension Benefit Statements - Permitted Disparity (8 replies)
  84. Settlor Fees? (2 replies)
  85. Unlicensed practice of law issue; web site of org of "legal document preparers" (7 replies)
  86. Elimination of optional form of benefit (2 replies)
  87. LLC Compensation (8 replies)
  88. Compensation for Benefits (2 replies)
  89. Quarterly Statements - Investment Limitations (1 reply)
  90. 401(a) Plans for Public Sector Employers in New York (0 replies)
  91. Applicability of Code Section 1563(e)(6) in a Community Property State (0 replies)
  92. participant statements - vesting (4 replies)
  93. No Social Security Numbers for lost participants (4 replies)
  94. 415 regs (0 replies)
  95. KSOPs (1 reply)
  96. 100% vested accounts - quarterly statements (1 reply)
  97. Vesting schedule amendment - affect on non-participants (1 reply)
  98. Plan fees paid by employer - is this a problem? (9 replies)
  99. Spinoff scenario (1 reply)
  100. Trust Accounting - Life Insurance (2 replies)
  101. vesting (3 replies)
  102. Controlled group one year but not the next (0 replies)
  103. PPA Vesting (2 replies)
  104. PPA Quarterly Statements (7 replies)
  105. Conversion to Lump-Sum payout- Calculation (1 reply)
  106. Moved to another message board: Conversion to Lump-Sum payout- Calculation (-- replies)
  107. Participant statments (3 replies)
  108. amended corp tax return with increased PS deduction (5 replies)
  109. DOL ERISA audit looming (1 reply)
  110. Another quarterly participant statement question (3 replies)
  111. Automatic Enrollment (0 replies)
  112. PS plan merged into MPP plan (1 reply)
  113. Affiliated Svc Group, Etc... Issue? (2 replies)
  114. Guide To Making PS Coontributions (1 reply)
  115. Need help w/ coverage in a controlled group (2 replies)
  116. Form 990-T (0 replies)
  117. ESOP and 401(k)-and excluded family member (2 replies)
  118. Common Control? (3 replies)
  119. 3 owners form an LLC, but want different benefits from the plan(s) (2 replies)
  120. Link to technical explanation etc (2 replies)
  121. Change in Sponsor's Fiscal Year (0 replies)
  122. What to count as compensation in a controlled groutp (2 replies)
  123. Annual Vesting Statement (3 replies)
  124. Taxable Year for Contribution (1 reply)
  125. controlled group inclusion, with a twist (2 replies)
  126. Average annual compensation (1 reply)
  127. Calculation of Compensation for one payroll period (4 replies)
  128. Transfer of non-vested money to another plan (5 replies)
  129. Employment Contract (0 replies)
  130. Notice 2007-7 Question (2 replies)
  131. Link to techincal explanation etc (0 replies)
  132. How to Correct a failed conversin from a Qualified Plan in 2008 and beyond? (1 reply)
  133. Combined plan deduction limit (1 reply)
  134. fidelity bonds in 403b plans (0 replies)
  135. 1.5 years eligibility requirement (7 replies)
  136. Trust ID, Form SS-4 (4 replies)
  137. Valuation Date for Quarterly Benefit Statements (13 replies)
  138. The High Price of Bondage (8 replies)
  139. Fiduciary Liability Insurance (0 replies)
  140. 415 limits in DC plans (2 replies)
  141. Some direction, please! (1 reply)
  142. Under Age Children in plan (2 replies)
  143. Top Heavy Testing (3 replies)
  144. PPA Optional Amendments (1 reply)
  145. Distribution Notices (3 replies)
  146. Controlled Group Question When Husband Owns 100% of Company A and Wife Owns 100% of Professional Dental Corporation That Husband Is Not Involved With (1 reply)
  147. 414 Limit (0 replies)
  148. Retirement Income Replacement Ratios (2 replies)
  149. DB LRM's (0 replies)
  150. Another Controlled Group Question (3 replies)
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