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Retirement Plans in General

5,770 topics in this forum

  1. Exclusion of Key Employee

    By retpc,
    • 3 replies
    • 755 views

  2. Pet Insurance

    By JackS,   
    • 1 reply
    • 787 views

  3. Prohibited Transaction - practical effect?

    By Belgarath,
    • 17 replies
    • 1.6k views

  4. Private Employer & Government Plan

    By shERPA,
    • 7 replies
    • 1.9k views

  5. New Comparability without HCEs

    By ldr,   
    • 6 replies
    • 1.8k views

  6. Newly Key - as of exactly when? and a death question

    By ldr,   
    • 3 replies
    • 597 views

  7. Calculating earnings--fees?

    By BG5150,
    • 1 reply
    • 412 views

  8. Partial Plan Termination and de minimis distributions

    By ldr,   
    • 10 replies
    • 2.4k views

  9. ARA files objection to DOL threats of "alternative enforcement measures" for failing to file VFCP

    By RatherBeGolfing,
    • 0 replies
    • 486 views

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

    By Belgarath,
    • 5 replies
    • 3.3k views

  11. Just an EASY control group question

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

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

    By BG5150,
    • 1 reply
    • 2.4k views

  13. Treatment of non-deductible contributions

    By SoCalActuary,
    • 4 replies
    • 1k views

  14. 1,000-Hour Requirement

    By jpod,
    • 4 replies
    • 3k views

  15. QDRO - retiree is re-employed

    By RGALVIN64,   
    • 2 replies
    • 693 views

  16. Supplemental Executive Retirement Plan IRS year-end reporting

    By irsiscrazy,
    • 3 replies
    • 7.5k views

  17. Disability Determination - 'Outsource' to Physician?

    By SadieJane,
    • 4 replies
    • 749 views

  18. next year's limits

    By Tom Poje,
    • 4 replies
    • 781 views

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

    By B21,
    • 3 replies
    • 775 views

  20. Corporate transactions

    By Belgarath,
    • 7 replies
    • 1.5k views

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

    By ERISA11,   
    • 1 reply
    • 948 views

  22. 1099-R question

    By Cynchbeast,
    • 6 replies
    • 847 views

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

    By Peter Gulia,   
    • 1 reply
    • 616 views

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

    By mariemonroe,
    • 3 replies
    • 729 views

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

    By buckaroo,
    • 5 replies
    • 1.7k views

  26. BRF

    By cs771,
    • 1 reply
    • 1k views

  27. Is this individual an employee?

    By Santo Gold,
    • 18 replies
    • 1.9k views

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

    By Peter Gulia,   
    • 17 replies
    • 1.1k views

  29. Forfeitures - timing?

    By Chippy,
    • 2 replies
    • 1.1k views

  30. Sub S shareholder "wages"

    By thepensionmaven,
    • 15 replies
    • 4.3k views

  31. 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

  32. Form 5330 - Notice CP-220

    By ERISAAPPLE,
    • 0 replies
    • 737 views

  33. 11-g amendment for one person--SMM required?

    By BG5150,
    • 1 reply
    • 806 views

  34. K1 with outside W2

    By ombskid,
    • 5 replies
    • 708 views

  35. Split plans to avoid audit - with a twist

    By RatherBeGolfing,
    • 5 replies
    • 942 views

  36. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE,
    • 5 replies
    • 1.5k views

  37. Required Minimum distributions

    By Chippy,
    • 12 replies
    • 1.9k views

  38. Benefits, Rights and Features

    By thepensionmaven,
    • 7 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 25 replies
    • 13.1k views

  40. Bonding

    By Young Curmudgeon,
    • 7 replies
    • 1.5k views

  41. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE,
    • 6 replies
    • 2k views

  42. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad,
    • 4 replies
    • 1.7k views

  43. Family Attribution

    By dan.jock,
    • 1 reply
    • 750 views

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

    By BG5150,
    • 34 replies
    • 5.7k views

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

    By Belgarath,
    • 14 replies
    • 752 views

  46. Affiliated Service

    By thepensionmaven,   
    • 3 replies
    • 607 views

  47. Not an ASG, but what is it?

    By shERPA,
    • 3 replies
    • 1.1k views

  48. Estate administrator/executor duties

    By Belgarath,
    • 6 replies
    • 839 views

  49. Death of participant

    By Cynchbeast,
    • 20 replies
    • 3k views

  50. Joint operating Company 403b

    By bmore1147,   
    • 3 replies
    • 760 views
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