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Retirement Plans in General

5,781 topics in this forum

  1. Retirement Plan entry file

    By Guest Enda80,
    • 1 reply
    • 908 views

  2. adopting ER - are the owners HCE/Key?

    By Santo Gold,
    • 1 reply
    • 850 views

  3. Leased Employees and Small or Large Plan

    By KateSmithPA,
    • 1 reply
    • 849 views

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

    By Pammie57,
    • 1 reply
    • 855 views

  5. Amendment or resolution

    By thepensionmaven,
    • 1 reply
    • 853 views

  6. Exclusion of prior service for Vesting for one of the combo plans

    By MLML,
    • 1 reply
    • 878 views

  7. Partial Termination

    By Scott,
    • 1 reply
    • 2.9k views

  8. State Pension Plan

    By SaraJames,   
    • 1 reply
    • 667 views

  9. Life Insurance question

    By Guest VAP,
    • 1 reply
    • 1.5k views

  10. Retirement Plan Roles and Industry Compensation Study

    By mlp0816,
    • 1 reply
    • 571 views

  11. Short plan year w/ self employed--comp issue

    By BG5150,
    • 1 reply
    • 558 views

  12. Profit Sharing Plan Incidental Benefit Exception

    By jkharvey,
    • 1 reply
    • 1.6k views

  13. ERISA Bond for non-qualified assets

    By dmb,
    • 1 reply
    • 2.4k views

  14. Forfeiture Allocation

    By Guest perplexedbypensions,
    • 1 reply
    • 1.4k views

  15. Can my client take 1 RMD even though he has an IRA and a DB Plan?

    By RayJJohnsonJr,
    • 1 reply
    • 931 views

  16. 4 Step Permitted Disparity - Maxing Out Two Owners

    By Kattdogg12,
    • 1 reply
    • 2.3k views

  17. EOB 2010 Online & books for sale

    By Guest Atticus,
    • 1 reply
    • 1.2k views

  18. After-tax Contributions

    By Nassau,
    • 1 reply
    • 775 views

  19. ORP - College plan

    By K-t-F,
    • 1 reply
    • 1k views

  20. davis bacon plan but without the davis bacon wages

    By Santo Gold,
    • 1 reply
    • 717 views

  21. Partial termination in plan covering employees in more than one collec

    By Guest LMalone,
    • 1 reply
    • 1.7k views

  22. Pension Payout Questions

    By Guest Llama,
    • 1 reply
    • 1.4k views

  23. Always get EIN for Plan?

    By Jim Chad,
    • 1 reply
    • 1.1k views

  24. 410(b)-6(C) transition period - does it apply?

    By Belgarath,
    • 1 reply
    • 2.3k views

  25. Discretion to make Profit Sharing Contributions

    By Newbie,
    • 1 reply
    • 457 views

  26. IRS - User Fees

    By flosfur,
    • 1 reply
    • 1.8k views

  27. NEED HELP IN UNDERSTANDING THE BEST WAY TO GO!

    By Guest cash,
    • 1 reply
    • 1.1k views

  28. Compensation from a second entity

    By dmb,
    • 1 reply
    • 921 views

  29. Elapsed time vesting

    By rcline46,
    • 1 reply
    • 2.7k views

  30. rolling 401(a) money to avoid post 70.5 rmd

    By Guest kprhok,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  31. Freezing Money Purchase Pension Plan

    By chris,
    • 1 reply
    • 2k views

  32. Controlled Group Status Changes

    By Below Ground,   
    • 1 reply
    • 1.2k views

  33. Affiliated Service Group

    By thepensionmaven,
    • 1 reply
    • 644 views

  34. Alternate Payee Allocation

    By Irmat,
    • 1 reply
    • 574 views

  35. controlled group

    By eilano,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  36. late discretionary contributions

    By Tom Poje,
    • 1 reply
    • 885 views

  37. Old plan not amended

    By Cynchbeast,
    • 1 reply
    • 1k views

  38. Gateway minimum for terminated participants

    By Cynchbeast,   
    • 1 reply
    • 2.9k views

  39. Rule of Parity

    By ESOP Guy,
    • 1 reply
    • 2.6k views

  40. Is an employer contribution deductible when a financial institution fa

    By Guest Barton Haag,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  41. Terminate a plan in phases.

    By david rigby,
    • 1 reply
    • 1.4k views

  42. Disregardable Vesting Service

    By dmb,
    • 1 reply
    • 1k views

  43. Amending vesting computation method

    By Guest Epictetus,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  44. Scrivener's errors

    By Guest Sieve,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  45. Top-Heavy, Loan form unrelated rollover source

    By R. Butler,
    • 1 reply
    • 775 views

  46. Adding Hardship Withdrawal to Plan..

    By Fielding Mellish,
    • 1 reply
    • 605 views

  47. former owner still in plan

    By Santo Gold,
    • 1 reply
    • 710 views

  48. Combo plans - testing age

    By Jakyasar,
    • 1 reply
    • 749 views

  49. Earned Income for Partner in Multiple Partnerships

    By SMB,
    • 1 reply
    • 1.2k views

  50. Need help with an oldie but a goodie. 401(a)(17) and Rollover amendments...

    By jkharvey,
    • 1 reply
    • 1.1k views
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