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Retirement Plans in General

5,796 topics in this forum

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

    By buckaroo,
    • 5 replies
    • 1.8k views

  2. BRF

    By cs771,
    • 1 reply
    • 1.1k views

  3. Is this individual an employee?

    By Santo Gold,
    • 18 replies
    • 2k views

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

    By Peter Gulia,   
    • 17 replies
    • 1.2k views

  5. Forfeitures - timing?

    By Chippy,
    • 2 replies
    • 1.1k views

  6. Sub S shareholder "wages"

    By thepensionmaven,
    • 15 replies
    • 4.7k views

  7. 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
    • 5.9k views

  8. Form 5330 - Notice CP-220

    By ERISAAPPLE,
    • 0 replies
    • 773 views

  9. 11-g amendment for one person--SMM required?

    By BG5150,
    • 1 reply
    • 843 views

  10. K1 with outside W2

    By ombskid,
    • 5 replies
    • 763 views

  11. Split plans to avoid audit - with a twist

    By RatherBeGolfing,
    • 5 replies
    • 1k views

  12. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE,
    • 5 replies
    • 1.5k views

  13. Required Minimum distributions

    By Chippy,
    • 12 replies
    • 2.1k views

  14. Benefits, Rights and Features

    By thepensionmaven,
    • 7 replies
    • 1.7k views

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

    By AlbanyConsultant,
    • 25 replies
    • 15k views

  16. Bonding

    By Young Curmudgeon,
    • 7 replies
    • 1.6k views

  17. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE,
    • 6 replies
    • 2.1k views

  18. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad,
    • 4 replies
    • 1.8k views

  19. Family Attribution

    By dan.jock,
    • 1 reply
    • 781 views

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

    By BG5150,
    • 34 replies
    • 5.8k views

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

    By Belgarath,
    • 14 replies
    • 817 views

  22. Affiliated Service

    By thepensionmaven,   
    • 3 replies
    • 638 views

  23. Not an ASG, but what is it?

    By shERPA,
    • 3 replies
    • 1.1k views

  24. Estate administrator/executor duties

    By Belgarath,
    • 6 replies
    • 889 views

  25. Death of participant

    By Cynchbeast,
    • 20 replies
    • 3.2k views

  26. Joint operating Company 403b

    By bmore1147,   
    • 3 replies
    • 822 views

  27. When is a Year of Vesting Service Credited

    By ERISAAPPLE,
    • 5 replies
    • 2.6k views

  28. S-Corp Compensation

    By ERISAAPPLE,   
    • 4 replies
    • 1.3k views

  29. Possible Conrolled Group - Shared Employees

    By thepensionmaven,
    • 4 replies
    • 844 views

  30. profit sharing deposit deadline

    By gregburst,
    • 7 replies
    • 7.3k views

  31. IS this a Controlled Group

    By Pammie57,
    • 5 replies
    • 926 views

  32. Eligibility not protected--cite?

    By BG5150,
    • 12 replies
    • 3.1k views

  33. Record Retention

    By Pension RC,
    • 8 replies
    • 4.1k views

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

    By Sue B,   
    • 4 replies
    • 1.1k views

  35. third party admin software programs

    By jeanh,
    • 12 replies
    • 3.1k views

  36. New Disabilty regulations

    By Belgarath,
    • 7 replies
    • 991 views

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

    By Dave Baker,
    • 0 replies
    • 769 views

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

    By Peter Gulia,   
    • 11 replies
    • 1.5k views

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

    By BG5150,
    • 2 replies
    • 655 views

  40. reasonable business classification

    By imchipbrown,
    • 1 reply
    • 1.4k views

  41. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978,
    • 8 replies
    • 1.7k views

  42. December 31 is a Sunday

    By Below Ground,   
    • 39 replies
    • 3.9k views

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

    By ldr,   
    • 6 replies
    • 1.2k views

  44. Outsourced CFO - affiliated service group

    By dan.jock,
    • 3 replies
    • 846 views

  45. New client has 1 participant MP Plan since 1999 but has treated it like a PS Plan

    By RayJJohnsonJr,
    • 4 replies
    • 894 views

  46. PEOs

    By Madison71,
    • 3 replies
    • 1.9k views

  47. New Jersey-Supplemental Annuity Collective Trust

    By joel,
    • 2 replies
    • 1.7k views

  48. Per diem exclusion and top heavy

    By pmacduff,
    • 2 replies
    • 791 views

  49. Rule of Parity

    By ESOP Guy,
    • 1 reply
    • 2.6k views

  50. 1099R Questions

    By Pammie57,
    • 2 replies
    • 641 views
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