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Retirement Plans in General

5,761 topics in this forum

  1. Controlled group with company owned 100% by ESOP?

    By Belgarath,
    • 5 replies
    • 3.3k views

  2. Just an EASY control group question

    By K-t-F,
    • 13 replies
    • 1.3k views

  3. Controlled group, two sole props; what's the 25% limit

    By BG5150,
    • 1 reply
    • 2.4k views

  4. Treatment of non-deductible contributions

    By SoCalActuary,
    • 4 replies
    • 1k views

  5. 1,000-Hour Requirement

    By jpod,
    • 4 replies
    • 3k views

  6. QDRO - retiree is re-employed

    By RGALVIN64,   
    • 2 replies
    • 690 views

  7. Supplemental Executive Retirement Plan IRS year-end reporting

    By irsiscrazy,
    • 3 replies
    • 7.4k views

  8. Disability Determination - 'Outsource' to Physician?

    By SadieJane,
    • 4 replies
    • 743 views

  9. next year's limits

    By Tom Poje,
    • 4 replies
    • 777 views

  10. Split 401k to avoid audit retro to first day

    By B21,
    • 3 replies
    • 772 views

  11. Corporate transactions

    By Belgarath,
    • 7 replies
    • 1.5k views

  12. Affiliated Service Group A-Org Test - FSO Corporation Exception

    By ERISA11,   
    • 1 reply
    • 939 views

  13. 1099-R question

    By Cynchbeast,
    • 6 replies
    • 844 views

  14. Does anyone test whether a recordkeeper’s information about compensation from investment funds is correct?

    By Peter Gulia,   
    • 1 reply
    • 608 views

  15. participant terminates and rolls account before all contributions were made to her account

    By mariemonroe,
    • 3 replies
    • 720 views

  16. Transition rule under 410(b)(6)(C)

    By buckaroo,
    • 5 replies
    • 1.7k views

  17. BRF

    By cs771,
    • 1 reply
    • 1k views

  18. Is this individual an employee?

    By Santo Gold,
    • 18 replies
    • 1.9k views

  19. How do you decide which topics to omit from a plan-design discussion?

    By Peter Gulia,   
    • 17 replies
    • 1.1k views

  20. Forfeitures - timing?

    By Chippy,
    • 2 replies
    • 1.1k views

  21. Sub S shareholder "wages"

    By thepensionmaven,
    • 15 replies
    • 4.2k views

  22. That a retirement plan required no spouse's consent for a distribution before the participant's death meant a surviving spouse gets no portion of a $2.7 million benefit.

    By Peter Gulia,   
    • 48 replies
    • 5.5k views

  23. Form 5330 - Notice CP-220

    By ERISAAPPLE,
    • 0 replies
    • 732 views

  24. 11-g amendment for one person--SMM required?

    By BG5150,
    • 1 reply
    • 800 views

  25. K1 with outside W2

    By ombskid,
    • 5 replies
    • 705 views

  26. Split plans to avoid audit - with a twist

    By RatherBeGolfing,
    • 5 replies
    • 938 views

  27. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE,
    • 5 replies
    • 1.4k views

  28. Required Minimum distributions

    By Chippy,
    • 12 replies
    • 1.9k views

  29. Benefits, Rights and Features

    By thepensionmaven,
    • 7 replies
    • 1.6k views

  30. Def'n of beneficiary and spousal waiver - in ERISA?

    By AlbanyConsultant,
    • 25 replies
    • 12.6k views

  31. Bonding

    By Young Curmudgeon,
    • 7 replies
    • 1.5k views

  32. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE,
    • 6 replies
    • 2k views

  33. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad,
    • 4 replies
    • 1.7k views

  34. Family Attribution

    By dan.jock,
    • 1 reply
    • 746 views

  35. Refusal to participate in DC plan (maybe religous reasons?)

    By BG5150,
    • 34 replies
    • 5.6k views

  36. Self employed - IRA transfers funds to plan for employer contribution

    By Belgarath,
    • 14 replies
    • 745 views

  37. Affiliated Service

    By thepensionmaven,   
    • 3 replies
    • 605 views

  38. Not an ASG, but what is it?

    By shERPA,
    • 3 replies
    • 1.1k views

  39. Estate administrator/executor duties

    By Belgarath,
    • 6 replies
    • 836 views

  40. Death of participant

    By Cynchbeast,
    • 20 replies
    • 3k views

  41. Joint operating Company 403b

    By bmore1147,   
    • 3 replies
    • 757 views

  42. When is a Year of Vesting Service Credited

    By ERISAAPPLE,
    • 5 replies
    • 2.4k views

  43. S-Corp Compensation

    By ERISAAPPLE,   
    • 4 replies
    • 1.2k views

  44. Possible Conrolled Group - Shared Employees

    By thepensionmaven,
    • 4 replies
    • 799 views

  45. profit sharing deposit deadline

    By gregburst,
    • 7 replies
    • 7.1k views

  46. IS this a Controlled Group

    By Pammie57,
    • 5 replies
    • 888 views

  47. Eligibility not protected--cite?

    By BG5150,
    • 12 replies
    • 2.9k views

  48. Record Retention

    By Pension RC,
    • 8 replies
    • 3.5k views

  49. Question: SIMPLE and Profit Sharing, off-calendar fiscal year

    By Sue B,   
    • 4 replies
    • 1.1k views

  50. third party admin software programs

    By jeanh,
    • 12 replies
    • 2.8k views
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