Retirement Plans in General

5,753 topics in this forum

1. Amending MPPP to have different allocation percentages.

   By jkharvey, January 22, 2001
   • 0 replies
   • 1.4k views
   • 
   • jkharvey
   • January 22, 2001

2. prohibited transactions

   By Guest scr, July 30, 1999
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 30, 1999

3. Is it or isn't it an ASG???

   By dmb, April 4, 2002
   • 0 replies
   • 1.2k views
   • 
   • dmb
   • April 4, 2002

4. Bush's email address

   By AndyH, February 7, 2003
   • 0 replies
   • 2k views
   • 
   • AndyH
   • February 7, 2003

5. ASG and multiple plan issues

   By SRM, December 4, 2003
   • 0 replies
   • 980 views
   • 
   • SRM
   • December 4, 2003

6. Employment Contract

   By BTG, February 21, 2007
   • 0 replies
   • 922 views
   • 
   • BTG
   • February 21, 2007

7. Starting a Pension Consulting Business

   By Guest AJM 34, August 12, 2007
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • August 12, 2007

8. HCE Determination and 318 Stock Options

   By Guest rewarmus, March 1, 2001
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • March 1, 2001

9. GUST Determination Letter Deadline

   By Jeff Kirtner, June 21, 2001
   • 0 replies
   • 1.4k views
   • 
   • Jeff Kirtner
   • June 21, 2001

10. Multiple Employer Involuntary Spin-Off

    By Guest TBick, February 26, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 26, 2010

11. Earnings Calculations for missed deferrals

    By Nassau, February 6, 2012
    • 0 replies
    • 1k views
    • 
    • Nassau
    • February 6, 2012

12. Redemption fees

    By Guest cgodfrey, April 26, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 26, 2005

13. IRS AUDIT

    By Guest kp, September 17, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 17, 1998

14. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2001

15. Short limitation period when plan year is changed - am I reading reg c

    By John A, January 15, 2002
    • 0 replies
    • 1.4k views
    • 
    • John A
    • January 15, 2002

16. New 5329 allows request for waiver of underdistribution penalty

    By jevd, January 16, 2008
    • 0 replies
    • 1.3k views
    • 
    • jevd
    • January 16, 2008

17. Law Firm ASG Question

    By Guest EMM118, March 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 24, 2009

18. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 21, 2001

19. Related Employer Issue

    By bdeancpa, April 4, 2002
    • 0 replies
    • 1.3k views
    • 
    • bdeancpa
    • April 4, 2002

20. Year of Service definition

    By Guest mpark, October 27, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 27, 2003

21. Divorce Calculations

    By Guest BPS, September 24, 1998
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • September 24, 1998

22. Cash-outs under $5,000 after annuity starting date.

    By smm, September 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • smm
    • September 21, 2000

23. UBTI- DOUBLE TAXATION

    By Guest AFRICA, August 8, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 8, 1999

24. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2005

25. "Controlled group" and coverage (dis-)aggregation

    By AlbanyConsultant, February 15, 2006
    • 0 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • February 15, 2006

26. compensation questions

    By AKconsult, May 13, 2009
    • 0 replies
    • 1.4k views
    • 
    • AKconsult
    • May 13, 2009

27. Plan Investment option/restriction

    By Earl, October 13, 2017   

    • foreign ordinaries
    • 0 replies
    • 403 views
    • 
    • Earl
    • October 13, 2017

28. TIN Application Question

    By LMK TPA, April 4, 2024
    • 0 replies
    • 438 views
    • 
    • LMK TPA
    • April 4, 2024

29. Canadian income US schedule C, Pension?

    By SheilaD, May 14, 2008
    • 0 replies
    • 1.1k views
    • 
    • SheilaD
    • May 14, 2008

30. Affiliated Service Group???

    By jaemmons, November 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • jaemmons
    • November 13, 2001

31. Physicians Group contracted by National Group ASG? PEO?

    By Guest Born2Run, August 11, 2009
    • 0 replies
    • 944 views
    • 
    • Guest
    • August 11, 2009

32. Retroactive Cafeteria Plan Amendment

    By Madison71, March 25, 2010
    • 0 replies
    • 1.9k views
    • 
    • Madison71
    • March 25, 2010

33. EBSA Audit

    By Guest Jill41402, May 19, 2011
    • 0 replies
    • 935 views
    • 
    • Guest
    • May 19, 2011

34. Restorative Payments

    By Guest kveldenator, February 7, 2012
    • 0 replies
    • 965 views
    • 
    • Guest
    • February 7, 2012

35. Annuity rollover into IRA correction

    By Kudos26, March 23, 2017
    • 0 replies
    • 419 views
    • 
    • Kudos26
    • March 23, 2017

36. Coverage for Collectively Bargained

    By Guest mo, August 11, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 11, 1999

37. Calculating (or not calculating) lost earnings on late discretionary c

    By MR, September 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • MR
    • September 21, 2000

38. May the cost to file for the plan's INITIAL IRS determination letter b

    By Guest Donna Lee, May 27, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 27, 2001

39. Listing of TPA's in MA and NH

    By valmcclendon78@comcast.net, August 16, 2016
    • 0 replies
    • 888 views
    • 
    • valmcclendon78@comcast.net
    • August 16, 2016

40. Substantiation guidelines under Rev Proc 93-42

    By Guest Stacey L Miller, August 12, 1999
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • August 12, 1999

41. corbel volume submitter

    By Guest quinn the car fixer, December 16, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 16, 2004

42. Missing Beneficiary

    By chris, July 19, 2005
    • 0 replies
    • 1.1k views
    • 
    • chris
    • July 19, 2005

43. IRC 432

    By benpat3, January 4, 2010
    • 0 replies
    • 2k views
    • 
    • benpat3
    • January 4, 2010

44. Profit Sharing Plan - Takeover

    By 52626, November 5, 2015
    • 0 replies
    • 640 views
    • 
    • 52626
    • November 5, 2015

45. Indexed limits

    By Tom Poje, May 16, 2017
    • 0 replies
    • 368 views
    • 
    • Tom Poje
    • May 16, 2017

46. Can a Trust Adopt a Qualified Plan?

    By namealreadyinuse, January 20, 2006
    • 0 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • January 20, 2006

47. Automatic Enrollment

    By Guest Stacy1002, March 19, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 19, 2007

48. Compensation question

    By k man, February 6, 2014
    • 0 replies
    • 933 views
    • 
    • k man
    • February 6, 2014

49. Controlled Group SH401k w Cross Testing, All Employers Covered

    By cheersmate, December 13, 2016   

    • Safe harbor
    • Controlled Group
    • (and 3 more)

      Tagged with:

      • Safe harbor
      • Controlled Group
      • General Testing
      • Compensation
      • Aggregation
    • 0 replies
    • 797 views
    • 
    • cheersmate
    • December 13, 2016

50. Appointing a Trustee

    By mming, July 13, 2001
    • 0 replies
    • 1.4k views
    • 
    • mming
    • July 13, 2001