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Retirement Plans in General

5,781 topics in this forum

  1. How does one know whether a partner was employed on the last day of a year?

    By Peter Gulia,   
    • 13 replies
    • 1.1k views

  2. Affiliated Service Group

    By ERISAAPPLE,
    • 8 replies
    • 2k views

  3. asset sale of company

    By thepensionmaven,
    • 7 replies
    • 1.1k views

  4. Acquisitions and Testing

    By AndyH,
    • 3 replies
    • 994 views

  5. Reimbursing Fees

    By RosemaryCR,   
    • 10 replies
    • 1.9k views

  6. Controlled group issue

    By Nood1e,   
    • 5 replies
    • 929 views

  7. QSLOB Question

    By calexbraska,
    • 1 reply
    • 673 views

  8. Money Purchase Plan - restrictions on investments?

    By TaxLawyer1978,
    • 1 reply
    • 540 views

  9. SEC Guidance on Paying For Filings With Plan Assets

    By Rafael,
    • 4 replies
    • 836 views

  10. Notification on payouts under $200

    By ldr,   
    • 6 replies
    • 1.6k views

  11. First wives club

    By lori.neal14@gmail.com,
    • 1 reply
    • 744 views

  12. Exclusion of Key Employee

    By retpc,
    • 3 replies
    • 771 views

  13. Pet Insurance

    By JackS,   
    • 1 reply
    • 818 views

  14. Prohibited Transaction - practical effect?

    By Belgarath,
    • 17 replies
    • 1.6k views

  15. Private Employer & Government Plan

    By shERPA,
    • 7 replies
    • 1.9k views

  16. New Comparability without HCEs

    By ldr,   
    • 6 replies
    • 1.8k views

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

    By ldr,   
    • 3 replies
    • 617 views

  18. Calculating earnings--fees?

    By BG5150,
    • 1 reply
    • 423 views

  19. Partial Plan Termination and de minimis distributions

    By ldr,   
    • 10 replies
    • 2.5k views

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

    By RatherBeGolfing,
    • 0 replies
    • 502 views

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

    By Belgarath,
    • 5 replies
    • 3.4k views

  22. Just an EASY control group question

    By K-t-F,
    • 13 replies
    • 1.4k views

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

    By BG5150,
    • 1 reply
    • 2.4k views

  24. Treatment of non-deductible contributions

    By SoCalActuary,
    • 4 replies
    • 1k views

  25. 1,000-Hour Requirement

    By jpod,
    • 4 replies
    • 3.1k views

  26. QDRO - retiree is re-employed

    By RGALVIN64,   
    • 2 replies
    • 711 views

  27. Supplemental Executive Retirement Plan IRS year-end reporting

    By irsiscrazy,
    • 3 replies
    • 7.7k views

  28. Disability Determination - 'Outsource' to Physician?

    By SadieJane,
    • 4 replies
    • 767 views

  29. next year's limits

    By Tom Poje,
    • 4 replies
    • 802 views

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

    By B21,
    • 3 replies
    • 793 views

  31. Corporate transactions

    By Belgarath,
    • 7 replies
    • 1.5k views

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

    By ERISA11,   
    • 1 reply
    • 967 views

  33. 1099-R question

    By Cynchbeast,
    • 6 replies
    • 868 views

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

    By Peter Gulia,   
    • 1 reply
    • 629 views

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

    By mariemonroe,
    • 3 replies
    • 741 views

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

    By buckaroo,
    • 5 replies
    • 1.7k views

  37. BRF

    By cs771,
    • 1 reply
    • 1.1k views

  38. Is this individual an employee?

    By Santo Gold,
    • 18 replies
    • 2k views

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

    By Peter Gulia,   
    • 17 replies
    • 1.1k views

  40. Forfeitures - timing?

    By Chippy,
    • 2 replies
    • 1.1k views

  41. Sub S shareholder "wages"

    By thepensionmaven,
    • 15 replies
    • 4.5k views

  42. 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
    • 5.6k views

  43. Form 5330 - Notice CP-220

    By ERISAAPPLE,
    • 0 replies
    • 752 views

  44. 11-g amendment for one person--SMM required?

    By BG5150,
    • 1 reply
    • 820 views

  45. K1 with outside W2

    By ombskid,
    • 5 replies
    • 726 views

  46. Split plans to avoid audit - with a twist

    By RatherBeGolfing,
    • 5 replies
    • 963 views

  47. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE,
    • 5 replies
    • 1.5k views

  48. Required Minimum distributions

    By Chippy,
    • 12 replies
    • 2k views

  49. Benefits, Rights and Features

    By thepensionmaven,
    • 7 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 25 replies
    • 13.9k views
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