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Retirement Plans in General

5,772 topics in this forum

  1. Blaze SSi- RTS system- ee field 61 and subgroups

    By Guest Denismh,
    • 6 replies
    • 2.5k views

  2. KEOGH Plan information

    By Guest MAP,
    • 6 replies
    • 2.5k views
    • Guest
    • Guest

  3. Prohibited Transaction Excise Tax

    By Scott,
    • 2 replies
    • 2k views

  4. Is there an exception that is "done all the time" to the gen

    By John A,
    • 1 reply
    • 1.4k views

  5. Davis Bacon Plans. I need bundled provider

    By Guest brettlopez,
    • 2 replies
    • 1.8k views
    • MR
    • MR

  6. Transfer of stock as a co. contribution???

    By David,
    • 4 replies
    • 1.6k views

  7. Question re allocation formula in money purchase plan

    By Guest Gibson,
    • 2 replies
    • 1.7k views

  8. Anyone heard of Doc Man?

    By R. Butler,
    • 8 replies
    • 2.7k views
    • Guest
    • Guest

  9. Volume Submitter Document question

    By imchipbrown,
    • 0 replies
    • 1.2k views

  10. What is the first day of the Plan year? New Plan effective 8/1/00, bu

    By Guest michaelv,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  11. Terminate a plan in phases.

    By david rigby,
    • 1 reply
    • 1.4k views

  12. Contributions for Leased Employees

    By Guest ANNEBV,
    • 1 reply
    • 1.6k views

  13. Ownership interests of members of an LLC?

    By SMB,
    • 1 reply
    • 1.4k views

  14. "Bad Boy" clause authority - where is it?

    By kboyce,
    • 7 replies
    • 3.6k views
    • Guest
    • Guest

  15. New DC Plan - lump sum payments

    By richard,
    • 0 replies
    • 1.3k views

  16. Definitely Determinable Allocation?

    By jkharvey,
    • 10 replies
    • 2.8k views

  17. Prohibited transaction 2?

    By k man,
    • 3 replies
    • 1.5k views

  18. Schedule C earnings in year of plan termination.

    By AndyH,
    • 0 replies
    • 1.3k views

  19. Employer contributes to profit-sharing plan before year-end; plan has

    By DP,
    • 5 replies
    • 2.2k views

  20. Is severance pay included or excluded under each safe-harbor definitio

    By John A,
    • 1 reply
    • 2.6k views
    • Alf
    • Alf

  21. Fiduciary Bond Not required for One-Participant Keogh Plan?

    By Guest SSCARO,
    • 3 replies
    • 2.6k views

  22. Can plan assets be used to pay real estate taxes?

    By John A,
    • 2 replies
    • 1.4k views

  23. Prohibited transaction?

    By k man,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  24. Cato makes a joke about Social Security, but I'm not laughing.

    By Guest Franklin Evans,
    • 0 replies
    • 2.8k views
    • Guest
    • Guest

  25. Information to share on rule of parity application to employees

    By Guest LMalone,
    • 1 reply
    • 3.5k views
    • Guest
    • Guest

  26. May a foreign entity establish a 401(k) plan for its USC employees emp

    By Guest W J Parks,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  27. Can a pre-1987 carryforward be used by a plan other than the plan that

    By John A,
    • 2 replies
    • 1.4k views

  28. Vesting required to be shown on annual benefit statement?

    By John A,
    • 4 replies
    • 1.7k views

  29. 404 Limit for Profit Sharing - does it include compensation for termin

    By Lynn Campbell,
    • 8 replies
    • 2.9k views
    • Guest
    • Guest

  30. Partnerships-gross and net comp allocations-what to request?

    By AndyH,
    • 10 replies
    • 2.4k views

  31. Sobering lesson on importance of unambiguous forms for plan participan

    By Dave Baker,
    • 27 replies
    • 4.9k views
    • Guest
    • Guest

  32. Any actual difference between a 411(d)(6) protected benefit that can b

    By John A,
    • 1 reply
    • 1.6k views

  33. Amendments restricting in-kind distributions: 1) same effective date r

    By John A,
    • 0 replies
    • 1.4k views

  34. Do we have a controlled group for 2000 if controlled group for part of

    By Guest PAUL DUGAN,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  35. D/B Plan with some D/C Limits under IRC 414(k)(2).

    By Guest wjr,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  36. key ee in 2 cos., $30,000 in 2 MP plan?

    By Earl,
    • 1 reply
    • 1.4k views

  37. Does anyone know a good source for benchmarking retirement plan fees,

    By Guest JEC,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  38. Can client retroactively amend DC money purchase pension plan?

    By Guest Charles Griffin,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  39. How to get a copy of a Determination Letter from the IRS

    By Lynn Campbell,
    • 3 replies
    • 25.5k views
    • Guest
    • Guest

  40. Has any TPA had any experience dealing with John Hancock? If so, what

    By eilano,
    • 0 replies
    • 1.4k views

  41. Can I put life insurance inside of a defined contribution plan? Need a

    By Guest david roberts,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  42. Is a 5310-A filing required

    By dmb,
    • 0 replies
    • 1.7k views
    • dmb
    • dmb

  43. How to allocate more than $34k in 2001?

    By Jed Macy,
    • 3 replies
    • 1.7k views

  44. Is an amendment to each plan document necessary to merge 2 DC plans in

    By John A,
    • 0 replies
    • 1.6k views

  45. Controlled group - attribution of stock owned by trust to individual b

    By Guest Mary Mlock,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  46. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the

    By Guest michaelv,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  47. Does anyone have a worksheet to calculate contributions for self-emplo

    By Guest MPITTS,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  48. Former employer won't distribute.

    By Guest Mabel,
    • 1 reply
    • 1.8k views

  49. Non-U.S. Citizens As Plan Trustees?

    By mming,
    • 3 replies
    • 2.8k views
    • Guest
    • Guest

  50. Statistical Request

    By Guest Paul Vickers,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest
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