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Retirement Plans in General

5,824 topics in this forum

  1. QSLOB Question

    By calexbraska,
    • 1 reply
    • 780 views

  2. Money Purchase Plan - restrictions on investments?

    By TaxLawyer1978,
    • 1 reply
    • 696 views

  3. SEC Guidance on Paying For Filings With Plan Assets

    By Rafael,
    • 4 replies
    • 1.2k views

  4. Notification on payouts under $200

    By ldr,   
    • 6 replies
    • 1.9k views

  5. First wives club

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

  6. Exclusion of Key Employee

    By retpc,
    • 3 replies
    • 967 views

  7. Pet Insurance

    By JackS,   
    • 1 reply
    • 1.1k views

  8. Prohibited Transaction - practical effect?

    By Belgarath,
    • 17 replies
    • 2k views

  9. Private Employer & Government Plan

    By shERPA,
    • 7 replies
    • 2.6k views

  10. New Comparability without HCEs

    By ldr,   
    • 6 replies
    • 2.2k views

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

    By ldr,   
    • 3 replies
    • 930 views

  12. Calculating earnings--fees?

    By BG5150,
    • 1 reply
    • 548 views

  13. Partial Plan Termination and de minimis distributions

    By ldr,   
    • 10 replies
    • 3k views

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

    By RatherBeGolfing,
    • 0 replies
    • 585 views

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

    By Belgarath,
    • 5 replies
    • 3.7k views

  16. Just an EASY control group question

    By Basically,
    • 13 replies
    • 1.8k views

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

    By BG5150,
    • 1 reply
    • 2.7k views

  18. Treatment of non-deductible contributions

    By SoCalActuary,
    • 4 replies
    • 1.3k views

  19. 1,000-Hour Requirement

    By jpod,
    • 4 replies
    • 3.8k views

  20. QDRO - retiree is re-employed

    By RGALVIN64,   
    • 2 replies
    • 969 views

  21. Supplemental Executive Retirement Plan IRS year-end reporting

    By irsiscrazy,
    • 3 replies
    • 8.5k views

  22. Disability Determination - 'Outsource' to Physician?

    By SadieJane,
    • 4 replies
    • 1k views

  23. next year's limits

    By Tom Poje,
    • 4 replies
    • 1.1k views

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

    By B21,
    • 3 replies
    • 947 views

  25. Corporate transactions

    By Belgarath,
    • 7 replies
    • 1.7k views

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

    By ERISA11,   
    • 1 reply
    • 1.2k views

  27. 1099-R question

    By Cynchbeast,
    • 6 replies
    • 1.1k views

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

    By Peter Gulia,   
    • 1 reply
    • 803 views

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

    By mariemonroe,
    • 3 replies
    • 917 views

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

    By buckaroo,
    • 5 replies
    • 2.1k views

  31. BRF

    By cs771,
    • 1 reply
    • 1.3k views

  32. Is this individual an employee?

    By Santo Gold,
    • 18 replies
    • 2.4k views

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

    By Peter Gulia,   
    • 17 replies
    • 1.5k views

  34. Forfeitures - timing?

    By Chippy,
    • 2 replies
    • 1.2k views

  35. Sub S shareholder "wages"

    By thepensionmaven,
    • 15 replies
    • 5.4k views

  36. 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
    • 6.8k views

  37. Form 5330 - Notice CP-220

    By ERISAAPPLE,
    • 0 replies
    • 925 views

  38. 11-g amendment for one person--SMM required?

    By BG5150,
    • 1 reply
    • 950 views

  39. K1 with outside W2

    By ombskid,
    • 5 replies
    • 933 views

  40. Split plans to avoid audit - with a twist

    By RatherBeGolfing,
    • 5 replies
    • 1.2k views

  41. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE,
    • 5 replies
    • 1.8k views

  42. Required Minimum distributions

    By Chippy,
    • 12 replies
    • 2.7k views

  43. Benefits, Rights and Features

    By thepensionmaven,
    • 7 replies
    • 1.9k views

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

    By AlbanyConsultant,
    • 25 replies
    • 19k views

  45. Bonding

    By Young Curmudgeon,
    • 7 replies
    • 1.8k views

  46. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE,
    • 6 replies
    • 2.5k views

  47. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad,
    • 4 replies
    • 1.9k views

  48. Family Attribution

    By dan.jock,
    • 1 reply
    • 972 views

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

    By BG5150,
    • 34 replies
    • 6.4k views

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

    By Belgarath,
    • 14 replies
    • 1k views
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