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Retirement Plans in General

5,772 topics in this forum

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

    By B21,
    • 3 replies
    • 776 views

  2. Are J-1 Visa Interns and Trainees "Employees" for Retirement Plan purposes?

    By cheersmate,   
    • 13 replies
    • 10.6k views

  3. Corporate transactions

    By Belgarath,
    • 7 replies
    • 1.5k views

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

    By ERISA11,   
    • 1 reply
    • 949 views

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

    By Peter Gulia,   
    • 1 reply
    • 617 views

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

    By mariemonroe,
    • 3 replies
    • 730 views

  7. 1099-R question

    By Cynchbeast,
    • 6 replies
    • 848 views

  8. BRF

    By cs771,
    • 1 reply
    • 1k views

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

    By buckaroo,
    • 5 replies
    • 1.7k views

  10. Disability Determination - 'Outsource' to Physician?

    By SadieJane,
    • 4 replies
    • 752 views

  11. Is this individual an employee?

    By Santo Gold,
    • 18 replies
    • 1.9k views

  12. Scrivener's Error?

    By Pammie57,
    • 19 replies
    • 4.8k views

  13. Forfeitures - timing?

    By Chippy,
    • 2 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 17 replies
    • 1.1k views

  15. Sub S shareholder "wages"

    By thepensionmaven,
    • 15 replies
    • 4.3k views

  16. Form 5330 - Notice CP-220

    By ERISAAPPLE,
    • 0 replies
    • 741 views

  17. 11-g amendment for one person--SMM required?

    By BG5150,
    • 1 reply
    • 808 views

  18. Split plans to avoid audit - with a twist

    By RatherBeGolfing,
    • 5 replies
    • 946 views

  19. K1 with outside W2

    By ombskid,
    • 5 replies
    • 709 views

  20. Required Minimum distributions

    By Chippy,
    • 12 replies
    • 1.9k views

  21. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE,
    • 5 replies
    • 1.5k 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. Benefits, Rights and Features

    By thepensionmaven,
    • 7 replies
    • 1.7k views

  24. Deductibility of 2 Years of Contributions in One Year

    By mwyatt,
    • 10 replies
    • 3.7k views

  25. Family Attribution

    By dan.jock,
    • 1 reply
    • 751 views

  26. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad,
    • 4 replies
    • 1.7k views

  27. Bonding

    By Young Curmudgeon,
    • 7 replies
    • 1.5k views

  28. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE,
    • 6 replies
    • 2k views

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

    By AlbanyConsultant,
    • 25 replies
    • 13.2k views

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

    By Belgarath,
    • 14 replies
    • 753 views

  31. Affiliated Service

    By thepensionmaven,   
    • 3 replies
    • 608 views

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

    By BG5150,
    • 34 replies
    • 5.7k views

  33. substantial and recurring contributions

    By Scuba 401,
    • 11 replies
    • 2.7k views

  34. Estate administrator/executor duties

    By Belgarath,
    • 6 replies
    • 840 views

  35. Not an ASG, but what is it?

    By shERPA,
    • 3 replies
    • 1.1k views

  36. When is a Year of Vesting Service Credited

    By ERISAAPPLE,
    • 5 replies
    • 2.4k views

  37. S-Corp Compensation

    By ERISAAPPLE,   
    • 4 replies
    • 1.3k views

  38. Death of participant

    By Cynchbeast,
    • 20 replies
    • 3k views

  39. Possible Conrolled Group - Shared Employees

    By thepensionmaven,
    • 4 replies
    • 805 views

  40. IS this a Controlled Group

    By Pammie57,
    • 5 replies
    • 893 views

  41. Joint operating Company 403b

    By bmore1147,   
    • 3 replies
    • 762 views

  42. Eligibility not protected--cite?

    By BG5150,
    • 12 replies
    • 2.9k views

  43. Record Retention

    By Pension RC,
    • 8 replies
    • 3.7k views

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

    By Sue B,   
    • 4 replies
    • 1.1k views

  45. Transamerica to Require Use of TPAs for New Retirement Plan Business with Less Than $3M in Assets

    By Dave Baker,
    • 0 replies
    • 738 views

  46. New Disabilty regulations

    By Belgarath,
    • 7 replies
    • 949 views

  47. Investment no longer offered to staff, but HCE contributes; BRF issue?

    By BG5150,
    • 2 replies
    • 624 views

  48. proposed rule to decodify many Treasury regulations, including some about retirement plans

    By Peter Gulia,   
    • 11 replies
    • 1.5k views

  49. reasonable business classification

    By imchipbrown,
    • 1 reply
    • 1.4k views

  50. Can we count K-1 earnings....2 companies

    By ldr,   
    • 6 replies
    • 1.1k views
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