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Retirement Plans in General

5,751 topics in this forum

  1. What qualifies a distribution for rollover treatment?

    By Guest Joel Frank,
    • 10 replies
    • 5.1k views
    • Guest
    • Guest

  2. Employee Does not Want Money Purchase Benefit

    By Benefits Vet,
    • 10 replies
    • 1.1k views

  3. SAR deadline fun

    By Bri,
    • 10 replies
    • 1.1k views

  4. ASPA conference

    By pmacduff,
    • 10 replies
    • 1.8k views

  5. Profit Sharing Only Plan (no 401(k))

    By Sue B,
    • 10 replies
    • 1.4k views

  6. Is auto-enroll an actual "feature"?

    By Bri,
    • 10 replies
    • 3.2k views

  7. Controlled Group Question

    By MarZDoates,
    • 10 replies
    • 1.3k views
    • Guest
    • Guest

  8. Top Heavy Ratio and rounding

    By buckaroo,
    • 10 replies
    • 2.7k views

  9. When eligible becomes ineligible?

    By dougmal,
    • 10 replies
    • 2.1k views

  10. Giving the financial advisor a "heads-up" - OK or not OK?

    By Santo Gold,
    • 10 replies
    • 1.5k views

  11. Participating Employer Setting up Own Plan

    By chris,
    • 10 replies
    • 3.6k views

  12. Links to text of Internal Revenue Code and Treasury Regulations

    By justanotheradmin,
    • 10 replies
    • 3.7k views

  13. soc sec calculator (for fun, of course!)

    By Tom Poje,
    • 10 replies
    • 1.5k views

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

    By AndyH,
    • 10 replies
    • 2.4k views

  15. Providing benefit for HCE worked under 1000 requirement

    By Jakyasar,
    • 10 replies
    • 1.5k views

  16. Parent adopting on behalf of a subsidiary

    By Carol V. Calhoun,
    • 10 replies
    • 2.5k views

  17. Invalid Beneficiary Designation?

    By Dougsbpc,
    • 10 replies
    • 2.1k views

  18. Traditional IRA transfer to Solo 401k

    By nkaufman,   
    • 10 replies
    • 1.8k views

  19. Multiple Plans for LLC's

    By Guest Thornton,
    • 10 replies
    • 1.8k views
    • Guest
    • Guest

  20. Combined trust for multiple plans of single employer.

    By David MacLennan,
    • 10 replies
    • 3.2k views

  21. vesting credit

    By Guest gwj57,
    • 10 replies
    • 3.5k views

  22. Ability to look outside the plan document

    By smm,
    • 10 replies
    • 1.9k views
    • g8r
    • g8r

  23. Plan Termination / Merger

    By PainPA,
    • 10 replies
    • 1.4k views

  24. Incidental Limits for Life Insurance in Profit Sharing Plan Exceeded. What to do?

    By PRS5500!,   
    • 10 replies
    • 2.9k views

  25. Which unnamed retirement plan gets this tax law?

    By Peter Gulia,   
    • 10 replies
    • 1.1k views

  26. Testing of 15 Separate Plans in a Controlled Group

    By Flyboyjohn,
    • 10 replies
    • 3.2k views

  27. Reasonable NRA for a boxer for a DB plan

    By Jakyasar,
    • 10 replies
    • 1.8k views

  28. Loan Refinance

    By Guest tajcc,
    • 10 replies
    • 3k views

  29. Who can get the deduction?

    By Jakyasar,
    • 10 replies
    • 1.2k views

  30. Last-day requirement in standardized m&p plans

    By Guest Hilarion,
    • 10 replies
    • 2.3k views

  31. conflicting definition of HCEs

    By truphao,
    • 10 replies
    • 1.3k views
    • Bri
    • Bri

  32. Timing of Profit Sharing Contribution/Deductibility

    By Pammie57,
    • 10 replies
    • 1.9k views

  33. Which is better: a State-run IRA program, or a 401(k) plan?

    By Peter Gulia,   
    • 10 replies
    • 1.2k views

  34. PPA Quarterly Statement Requirements

    By MarZDoates,
    • 10 replies
    • 3.5k views

  35. Non-equity partner

    By Earl,
    • 10 replies
    • 6.4k views

  36. Plan Amendment and Entry Date

    By DP,
    • 10 replies
    • 2.4k views
    • DP
    • DP

  37. Successor employer adopts plan

    By Flyboyjohn,
    • 10 replies
    • 2k views

  38. Designation of Beneficiary form

    By K-t-F,
    • 10 replies
    • 1.5k views

  39. Start up 401k wants to include sub contractors

    By Santo Gold,
    • 10 replies
    • 2.1k views

  40. ERISA OUTLINE BOOK is Fabulous!

    By ERISAatty,
    • 10 replies
    • 3.5k views

  41. Phased Retirement - Ideas?

    By waid10,
    • 9 replies
    • 1.9k views

  42. Normal Retirement Age Accelerated Vesting; Anniversary Contrasted to Years of Service as the Impetus

    By Kent Allard,   
    • 9 replies
    • 2.3k views

  43. Takeover Amendments and Anti-Cutback Rules

    By ldr,   
    • 9 replies
    • 2.1k views

  44. Must a fiduciary provide a social security number?

    By Belgarath,   
    • 9 replies
    • 3.3k views

  45. Controlled Group

    By Guest karlin,
    • 9 replies
    • 2k views

  46. Credit for prior service within controlled group

    By Cynchbeast,
    • 9 replies
    • 7.6k views

  47. PS plan vesting schedule amendment

    By dmb,
    • 9 replies
    • 1.6k views

  48. Paying fees from plan

    By Cynchbeast,
    • 9 replies
    • 1.4k views

  49. Vesting question on controlled group plan being separated into 2 plans

    By Guest nlmc18,
    • 9 replies
    • 1.4k views
    • Guest
    • Guest

  50. Amount of after-tax basis not available

    By Guest Sieve,
    • 9 replies
    • 1.4k views
    • Guest
    • Guest
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