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Retirement Plans in General

5,771 topics in this forum

  1. Problems with having the two plans invested in a single group annuity

    By Guest,
    • 1 reply
    • 1.6k views

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

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

  3. Retirement program (DROP)

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

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

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

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

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

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

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

  7. Plan Asset Written Off Years Ago Now Recovered

    By DP,
    • 1 reply
    • 1.4k views

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

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

  9. Is it a partial termination?

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

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

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

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

    By MoJo,
    • 17 replies
    • 5.6k views

  12. GUST Amendment for Terminating Plans

    By Christine Roberts,
    • 7 replies
    • 1.9k views

  13. Copy 1 of Form 1099-R

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

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

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

  15. Age Discrimination

    By Guest dmorrison,
    • 1 reply
    • 3.2k views

  16. 5500 required if new profit sharing plan is not funded after all?

    By Guest wlank,
    • 8 replies
    • 2.9k views

  17. Are parking spaces a good plan investment?

    By bzorc,
    • 0 replies
    • 1.5k views

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

    By Christine Roberts,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

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

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

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

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

  21. Coordination of IRC 415, 412, 404

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

  22. Fidelity Bond in excess of $500,000

    By jkharvey,
    • 0 replies
    • 1.8k views

  23. 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

  24. Two Sponsors In Same Plan Year

    By Christine Roberts,
    • 1 reply
    • 1.5k views

  25. Electronic Pension Deposite.

    By Guest tomseguin,
    • 1 reply
    • 1.3k views

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

    By Moe Howard,
    • 2 replies
    • 1.7k views

  27. Advice needed for growing TPA firm.

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

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

    By MR,
    • 2 replies
    • 1.4k views

  29. Internal Rate of Return

    By Guest TrustMe401k,
    • 1 reply
    • 2.3k views

  30. Non-standardized plan with no exclusions

    By wmyer,
    • 0 replies
    • 1.4k views

  31. Contributions Based on Comp. While Disabled?

    By Christine Roberts,
    • 4 replies
    • 1.7k views

  32. Average Benefit Percentage Test Questions

    By John A,
    • 7 replies
    • 2.7k views
    • Guest
    • Guest

  33. Details of Company Pension Plans

    By Guest Cinadams,
    • 2 replies
    • 1.8k views

  34. DOL Audit of Service Provider

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

  35. Fixed $ P.S. contribution OK?

    By Guest KBU,
    • 7 replies
    • 2.1k views

  36. Would it be a significant advantage for the key employee/owner of a sm

    By Guest EBC,
    • 7 replies
    • 2.1k views
    • Guest
    • Guest

  37. When calculating the 15% contribution limit, can forfeitures first be

    By DP,
    • 7 replies
    • 2.3k views

  38. Party in interest as broker for plan

    By SMB,
    • 7 replies
    • 2.1k views

  39. Are Employees of Temp Agency Your Employees?

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

  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. Is the following a related rollover?

    By John A,
    • 3 replies
    • 1.5k views

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

    By SMB,
    • 1 reply
    • 1.7k views

  44. One shareholder has a right of first refusal before other shareholder

    By Guest Kim C,
    • 19 replies
    • 7.7k views
    • Guest
    • Guest

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

    By Guest Boilerburm,
    • 1 reply
    • 1.4k views

  46. Proposed Regulations under Section 411(d)(6)

    By Guest Tom Maloney,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  47. 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

  48. Collectibles as investments

    By jkharvey,
    • 7 replies
    • 3.2k views

  49. 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

  50. PRIOR SERVICE CREDIT

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