Retirement Plans in General

5,781 topics in this forum

1. TIN Application Question

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

2. Canadian income US schedule C, Pension?

   By SheilaD, May 14, 2008
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   • SheilaD
   • May 14, 2008

3. Affiliated Service Group???

   By jaemmons, November 13, 2001
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   • jaemmons
   • November 13, 2001

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

   By Guest Born2Run, August 11, 2009
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   • Guest
   • August 11, 2009

5. Retroactive Cafeteria Plan Amendment

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

6. EBSA Audit

   By Guest Jill41402, May 19, 2011
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   • Guest
   • May 19, 2011

7. Restorative Payments

   By Guest kveldenator, February 7, 2012
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   • Guest
   • February 7, 2012

8. Annuity rollover into IRA correction

   By Kudos26, March 23, 2017
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   • Kudos26
   • March 23, 2017

9. Coverage for Collectively Bargained

   By Guest mo, August 11, 1999
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   • Guest
   • August 11, 1999

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

    By MR, September 21, 2000
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    • MR
    • September 21, 2000

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

    By Guest Donna Lee, May 27, 2001
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    • Guest
    • May 27, 2001

12. Listing of TPA's in MA and NH

    By valmcclendon78@comcast.net, August 16, 2016
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    • 901 views
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    • valmcclendon78@comcast.net
    • August 16, 2016

13. Substantiation guidelines under Rev Proc 93-42

    By Guest Stacey L Miller, August 12, 1999
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    • Guest
    • August 12, 1999

14. corbel volume submitter

    By Guest quinn the car fixer, December 16, 2004
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    • Guest
    • December 16, 2004

15. Missing Beneficiary

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

16. IRC 432

    By benpat3, January 4, 2010
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    • benpat3
    • January 4, 2010

17. Profit Sharing Plan - Takeover

    By 52626, November 5, 2015
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    • 52626
    • November 5, 2015

18. Indexed limits

    By Tom Poje, May 16, 2017
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    • 386 views
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    • Tom Poje
    • May 16, 2017

19. Can a Trust Adopt a Qualified Plan?

    By namealreadyinuse, January 20, 2006
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    • namealreadyinuse
    • January 20, 2006

20. Automatic Enrollment

    By Guest Stacy1002, March 19, 2007
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    • Guest
    • March 19, 2007

21. Compensation question

    By k man, February 6, 2014
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    • 951 views
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    • k man
    • February 6, 2014

22. 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
    • 820 views
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    • cheersmate
    • December 13, 2016

23. Appointing a Trustee

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

24. 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

    By Guest Enda80, October 29, 2008
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    • Guest
    • October 29, 2008

25. Reliance on opinion letter

    By Guest JMN, May 23, 2010
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    • Guest
    • May 23, 2010

26. Key Employee in Association Plan

    By KCA, July 24, 2015
    • 0 replies
    • 766 views
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    • KCA
    • July 24, 2015

27. Optional Reference Lists DL applications

    By JJRetirement, January 7, 2016   

    • determination letter
    • form 5300
    • (and 5 more)

      Tagged with:

      • determination letter
      • form 5300
      • individually designed plan
      • cycle E
      • Defined benefit
      • defined contribution
      • plan amendment
    • 0 replies
    • 611 views
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    • JJRetirement
    • January 7, 2016

28. Volume Submitter Document question

    By imchipbrown, December 9, 2000
    • 0 replies
    • 1.2k views
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    • imchipbrown
    • December 9, 2000

29. Related Employers (Coverage and Non-discrimination testing) Looking at

    By James Matt Ullakko, April 15, 2001
    • 0 replies
    • 2k views
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    • James Matt Ullakko
    • April 15, 2001

30. Elective transfers and leased employees

    By Guest DIY, October 11, 2007
    • 0 replies
    • 884 views
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    • Guest
    • October 11, 2007

31. ASG Rules

    By jpod, December 8, 2014
    • 0 replies
    • 951 views
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    • jpod
    • December 8, 2014

32. Required Minimum Distributions

    By Guest Ken Newhouse, October 15, 1998
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    • Guest
    • October 15, 1998

33. 50% owner of LLC also works for self employed wife

    By ombskid, August 18, 2021
    • 0 replies
    • 503 views
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    • ombskid
    • August 18, 2021

34. Converting MP plan to DB plan

    By dmb, December 4, 2002
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    • 1k views
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    • dmb
    • December 4, 2002

35. PPA Vesting

    By mming, November 3, 2006
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    • mming
    • November 3, 2006

36. Timing of Employer Partnership Contributions

    By Guest Janiele, March 26, 2010
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    • 2k views
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    • Guest
    • March 26, 2010

37. Compensation paid to Foreign Employee

    By msmith, June 12, 2013
    • 0 replies
    • 816 views
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    • msmith
    • June 12, 2013

38. Boring question on Workmen's Compensation & Employee Status

    By Craig Schiller, May 20, 2014
    • 0 replies
    • 716 views
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    • Craig Schiller
    • May 20, 2014

39. inflation linked increases to pension payments

    By Guest numeroiano, August 26, 1999
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    • Guest
    • August 26, 1999

40. New Form 5307

    By wmyer, October 26, 2001
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    • 1.3k views
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    • wmyer
    • October 26, 2001

41. Looking for a sample ERISA 101(d) notice

    By Lynn Campbell, May 4, 2004
    • 0 replies
    • 1.9k views
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    • Lynn Campbell
    • May 4, 2004

42. Focus Group for new entrepreneurial TPA's

    By chuTzPA, March 15, 2012
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    • 1.4k views
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    • chuTzPA
    • March 15, 2012

43. Control Group question

    By cpc0506, November 6, 2015
    • 0 replies
    • 585 views
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    • cpc0506
    • November 6, 2015

44. ESOP rollover contributions

    By Guest RAM, October 22, 1998
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    • 1.8k views
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    • Guest
    • October 22, 1998

45. Rollover of Dividend Pass-through

    By MoJo, August 26, 1999
    • 0 replies
    • 1.6k views
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    • MoJo
    • August 26, 1999

46. What happens with the MRD rules where a 5% owner ceases to be a 5% own

    By Guest Rooster, March 2, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • March 2, 2001

47. UBIT on Debt-Finance Property

    By JAY21, March 24, 2004
    • 0 replies
    • 992 views
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    • JAY21
    • March 24, 2004

48. 1000 Hours Requirement

    By J2D2, May 4, 2004
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    • 1.9k views
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    • J2D2
    • May 4, 2004

49. Invalid beneficiary designation?

    By Georgegip, February 14, 2024
    • 0 replies
    • 481 views
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    • Georgegip
    • February 14, 2024

50. Musmeci v. Schwegmann Giant Super Markets

    By Theresa Lynn, June 20, 2003
    • 0 replies
    • 1.7k views
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    • Theresa Lynn
    • June 20, 2003