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Retirement Plans in General

5,761 topics in this forum

  1. QPSA and QJSA for domestic partners in a civil union -- now required i

    By Guest Ernie Guerriero,
    • 8 replies
    • 3.5k views
    • Guest
    • Guest

  2. Any word on GUST Amendment deadlines for individually designed plans?

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

  3. Change in vesting rules

    By pbarrett,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  4. Open Enrollment?

    By Guest,
    • 1 reply
    • 1.3k views

  5. Can the Form 5307 relating to Volume Submitter Plans be used to get a

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

  6. How long does an employer have to pay out a pension plan (under $5000)

    By Guest Daniel Grams,
    • 1 reply
    • 2.1k views

  7. Fiduciary liability when providing investment advice

    By Guest Tina Elders,
    • 3 replies
    • 1.5k views

  8. Paperless office

    By eilano,
    • 3 replies
    • 1.4k views

  9. Is purchase of annuity by plan a prohibited transaction where particip

    By chris,
    • 2 replies
    • 1.4k views

  10. asg with age based allocation to sole props

    By Earl,
    • 0 replies
    • 1.7k views

  11. Defined Benefit Calculation Systems

    By Guest julianne brown,
    • 1 reply
    • 1.4k views

  12. Plans for Corporate Directors

    By Guest JD Colville,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  13. Money Purchase post-tax employee contributions

    By Guest Kathleen Toth,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  14. How do you correct filing duplicate 1099-Rs?

    By John A,
    • 2 replies
    • 2.3k views

  15. Phone number or address to obtain a new copy of lost favorable determi

    By John A,
    • 1 reply
    • 1.3k views

  16. Is a distribution that was made within the last 5 years to an employee

    By John A,
    • 4 replies
    • 1.4k views

  17. RESOURCE FOR INFORMATION ON AVG PLAN EARNINGS

    By Guest KATHY TONEY,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  18. Money Purchase Formula -> 100% of 401(k) Plan contributions?

    By KJohnson,
    • 8 replies
    • 3.2k views

  19. Pension Plan Compliance with the Department of Labor

    By Guest Dennis Martin,
    • 1 reply
    • 1.4k views

  20. Top heavy determination for short plan year

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

  21. Hours for "other than performance of duties" counted for all

    By Alonzo,
    • 1 reply
    • 1.7k views

  22. mutual fund interfaces

    By Earl,
    • 1 reply
    • 1.7k views

  23. Discretionary PS contribution allocated but not made. What are options

    By Guest Doreen Barrett,
    • 1 reply
    • 1.7k views

  24. Missing 5500 Forms - waiver of penalty - what is IRS typical response?

    By Lynn Campbell,
    • 1 reply
    • 1.8k views

  25. Benefit levels for non-union, hourly EEs

    By Guest GregSelf,
    • 2 replies
    • 1.4k views

  26. Commonly asked questions

    By Guest Parker,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  27. Does including otherwise excludable employees require a plan amendment

    By John A,
    • 0 replies
    • 1.3k views

  28. Franchise and effects

    By Guest fusiuser,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  29. Plan provision re disregard of service for vesting purposes

    By chris,
    • 10 replies
    • 2.7k views
    • Guest
    • Guest

  30. How to Increase employee participation in 401-k plan

    By Guest Louis Gray,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  31. How does one find out the identity of the applicant in a private lette

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

  32. Can a depletion of assets cause a partial termination?

    By John A,
    • 2 replies
    • 1.5k views

  33. Remedial Amendment Period

    By Guest Robert F. Elgidely,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  34. What to do with missing participants - California style. (Does Califor

    By John A,
    • 2 replies
    • 2.5k views
    • Guest
    • Guest

  35. Cost of Setting Up Profit Sharing Plan

    By chris,
    • 6 replies
    • 1.6k views

  36. Termination of an Abandoned Plan by a third-party bank as custodian???

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

  37. Pre-ERISA service issue

    By chris,
    • 0 replies
    • 1.6k views

  38. What is DOL form EBS-1

    By Guest Fishchick,
    • 2 replies
    • 3.9k views

  39. Failure to make discretionary profit sharing contribution for non HCE'

    By Guest tcunagin,
    • 3 replies
    • 1.8k views

  40. Document requirements when partnership incorporates

    By SMB,
    • 3 replies
    • 1.4k views

  41. Northwestern Mutual Prototype Plan

    By chris,
    • 1 reply
    • 1.6k views

  42. Need advice on whether to return to work full-time

    By Guest,
    • 2 replies
    • 1.5k views

  43. Manulife or Hartford Interface

    By Guest TrustMe401k,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  44. Does the sale of a division and associated transfer of plan assets and

    By John A,
    • 3 replies
    • 1.8k views

  45. Does Dr's contribution to a TSA affect 415 limit in practice's PS Plan

    By SMB,
    • 1 reply
    • 1.4k views

  46. Trustee Liability

    By Guest wwest,
    • 1 reply
    • 3.6k views
    • Guest
    • Guest

  47. would they have an interest in assisting their clients in removing the

    By Guest lawallach,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  48. Real Estate Transaction

    By eilano,
    • 0 replies
    • 1.3k views

  49. What are plan sponsor's options if intended profit sharing contributio

    By John A,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  50. Can we pay for GUST restatement out of plan assets?

    By KJohnson,
    • 4 replies
    • 1.5k views
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