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Retirement Plans in General

5,752 topics in this forum

  1. Apparent "Catch-22" in money purchase pension plan funding:

    By Guest Patrick Foley,
    • 5 replies
    • 2.1k views

  2. Does anyone have experience with paying legal fees (preparation for li

    By Guest mo again,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  3. Where can a terminated plan purchase a deferred annuity for a lost par

    By KJohnson,
    • 4 replies
    • 1.6k views

  4. No earnings or contributions included in final distribution amounts.

    By Guest Mabel,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  5. What should be done when a profit sharing contribution exceeds the fix

    By John A,
    • 13 replies
    • 6k views

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

    By MR,
    • 0 replies
    • 1.5k views
    • MR
    • MR

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

    By smm,
    • 0 replies
    • 1.3k views
    • smm
    • smm

  8. Plan Asset Written Off Years Ago Now Recovered

    By DP,
    • 1 reply
    • 1.4k views

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

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

  10. Is it a partial termination?

    By jkharvey,
    • 3 replies
    • 2.9k views
    • Guest
    • Guest

  11. Copy 1 of Form 1099-R

    By Guest PC,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  12. Defaulted loans - looming in the background if participant tries to bo

    By MR,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  13. Age Discrimination

    By Guest dmorrison,
    • 1 reply
    • 3.2k views

  14. Are parking spaces a good plan investment?

    By bzorc,
    • 0 replies
    • 1.5k views

  15. ERISA 204(h) Notice Due to Merger of MPP/PSP?

    By Christine Roberts,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  16. Retroactive plan amenmdents relating to elective/optional law changes

    By Guest Gibson,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  17. Enrollment gifts and giveaways/prizes - Prohibited transaction?

    By MoJo,
    • 17 replies
    • 5.5k views

  18. News Analysis -- Pension Reform: Making a Bad Situation Worse?

    By Dave Baker,
    • 3 replies
    • 2.6k views
    • Guest
    • Guest

  19. Fidelity Bond in excess of $500,000

    By jkharvey,
    • 0 replies
    • 1.8k views

  20. Sole Prop. w/ Sep and also participant in LLC plan where he is 1/3 par

    By Guest cascigm,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  21. Prohibited transaction if employees are allowed to "link" wi

    By KJohnson,
    • 7 replies
    • 1.7k views

  22. Advice needed for growing TPA firm.

    By MR,
    • 0 replies
    • 1.4k views
    • MR
    • MR

  23. Electronic Pension Deposite.

    By Guest tomseguin,
    • 1 reply
    • 1.3k views

  24. must beneficiaries who elect to leave their balances in the plan compl

    By MR,
    • 2 replies
    • 1.4k views

  25. Amending a plan to forfeit immediately instead of holding forfeited ba

    By AndyT,
    • 7 replies
    • 2.2k views

  26. Can a profit sharing distribution be rolled over to a new employer's

    By Moe Howard,
    • 2 replies
    • 1.7k views

  27. Two Sponsors In Same Plan Year

    By Christine Roberts,
    • 1 reply
    • 1.5k views

  28. Coordination of IRC 415, 412, 404

    By Guest mo again,
    • 13 replies
    • 2.7k views
    • Guest
    • Guest

  29. Non-standardized plan with no exclusions

    By wmyer,
    • 0 replies
    • 1.4k views

  30. Contributions Based on Comp. While Disabled?

    By Christine Roberts,
    • 4 replies
    • 1.7k views

  31. Internal Rate of Return

    By Guest TrustMe401k,
    • 1 reply
    • 2.3k views

  32. Details of Company Pension Plans

    By Guest Cinadams,
    • 2 replies
    • 1.8k views

  33. DOL Audit of Service Provider

    By Guest JB2,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  34. Fixed $ P.S. contribution OK?

    By Guest KBU,
    • 7 replies
    • 2.1k views

  35. Party in interest as broker for plan

    By SMB,
    • 7 replies
    • 2.1k views

  36. Is the following a related rollover?

    By John A,
    • 3 replies
    • 1.5k views

  37. Are Employees of Temp Agency Your Employees?

    By Lynn Campbell,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  38. Penalty on distribution of income on after-tax contribution?

    By Guest Boilerburm,
    • 1 reply
    • 1.4k views

  39. Granting service credit to acquired employees for service with prior a

    By SMB,
    • 1 reply
    • 1.7k views

  40. Affiliated Service Group?

    By Guest bdb,
    • 6 replies
    • 2.1k views
    • Guest
    • Guest

  41. Is an independent audit required here?

    By Guest Don J. Smith,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  42. PRIOR SERVICE CREDIT

    By Guest kkost,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  43. Can the 100% owner of an LLC have Schedule C income, or because it's a

    By dmb,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  44. Is the city's matching deferred comp in a 457 plan part of the total 8

    By Guest Curtis L. Walsh,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  45. 25% and 15% calculations wrt ee deferrals

    By David,
    • 4 replies
    • 2.4k views

  46. Tip income

    By Guest EdShill,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  47. family attribution example

    By k man,
    • 7 replies
    • 3.5k views

  48. Working for a municipality, can an employee have a 457 TSA and also a

    By Guest Curtis L. Walsh,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  49. How do you determine the annual additions limit for paired retirement

    By Guest Joe Vasko,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  50. Breaks in service and 5 year vesting.

    By Guest Joseph OConnor,
    • 1 reply
    • 2.2k views
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