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Retirement Plans in General

5,817 topics in this forum

  1. Prohibited Transaction - practical effect?

    By Belgarath,
    • 17 replies
    • 1.9k views

  2. Private Employer & Government Plan

    By shERPA,
    • 7 replies
    • 2.5k views

  3. New Comparability without HCEs

    By ldr,   
    • 6 replies
    • 2k views

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

    By ldr,   
    • 3 replies
    • 760 views

  5. Calculating earnings--fees?

    By BG5150,
    • 1 reply
    • 502 views

  6. Partial Plan Termination and de minimis distributions

    By ldr,   
    • 10 replies
    • 2.8k views

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

    By RatherBeGolfing,
    • 0 replies
    • 566 views

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

    By Belgarath,
    • 5 replies
    • 3.6k views

  9. Just an EASY control group question

    By K-t-F,
    • 13 replies
    • 1.7k views

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

    By BG5150,
    • 1 reply
    • 2.6k views

  11. Treatment of non-deductible contributions

    By SoCalActuary,
    • 4 replies
    • 1.2k views

  12. 1,000-Hour Requirement

    By jpod,
    • 4 replies
    • 3.6k views

  13. QDRO - retiree is re-employed

    By RGALVIN64,   
    • 2 replies
    • 800 views

  14. Supplemental Executive Retirement Plan IRS year-end reporting

    By irsiscrazy,
    • 3 replies
    • 8.4k views

  15. Disability Determination - 'Outsource' to Physician?

    By SadieJane,
    • 4 replies
    • 893 views

  16. next year's limits

    By Tom Poje,
    • 4 replies
    • 918 views

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

    By B21,
    • 3 replies
    • 895 views

  18. Corporate transactions

    By Belgarath,
    • 7 replies
    • 1.6k views

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

    By ERISA11,   
    • 1 reply
    • 1.1k views

  20. 1099-R question

    By Cynchbeast,
    • 6 replies
    • 999 views

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

    By Peter Gulia,   
    • 1 reply
    • 733 views

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

    By mariemonroe,
    • 3 replies
    • 830 views

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

    By buckaroo,
    • 5 replies
    • 1.9k views

  24. BRF

    By cs771,
    • 1 reply
    • 1.2k views

  25. Is this individual an employee?

    By Santo Gold,
    • 18 replies
    • 2.2k views

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

    By Peter Gulia,   
    • 17 replies
    • 1.3k views

  27. Forfeitures - timing?

    By Chippy,
    • 2 replies
    • 1.2k views

  28. Sub S shareholder "wages"

    By thepensionmaven,
    • 15 replies
    • 5.1k views

  29. 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
    • 6.5k views

  30. Form 5330 - Notice CP-220

    By ERISAAPPLE,
    • 0 replies
    • 825 views

  31. 11-g amendment for one person--SMM required?

    By BG5150,
    • 1 reply
    • 904 views

  32. K1 with outside W2

    By ombskid,
    • 5 replies
    • 839 views

  33. Split plans to avoid audit - with a twist

    By RatherBeGolfing,
    • 5 replies
    • 1.1k views

  34. Last Day of Plan Year - Eligibility or Employment

    By ERISAAPPLE,
    • 5 replies
    • 1.6k views

  35. Required Minimum distributions

    By Chippy,
    • 12 replies
    • 2.5k views

  36. Benefits, Rights and Features

    By thepensionmaven,
    • 7 replies
    • 1.8k views

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

    By AlbanyConsultant,
    • 25 replies
    • 18k views

  38. Bonding

    By Young Curmudgeon,
    • 7 replies
    • 1.7k views

  39. Cross Testing with 2-Year Eligibility

    By ERISAAPPLE,
    • 6 replies
    • 2.3k views

  40. 403(b)/401(k) aggregation REDUX!!! ? New rules?

    By scarabrad,
    • 4 replies
    • 1.9k views

  41. Family Attribution

    By dan.jock,
    • 1 reply
    • 854 views

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

    By BG5150,
    • 34 replies
    • 6.2k views

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

    By Belgarath,
    • 14 replies
    • 957 views

  44. Affiliated Service

    By thepensionmaven,   
    • 3 replies
    • 713 views

  45. Not an ASG, but what is it?

    By shERPA,
    • 3 replies
    • 1.2k views

  46. Estate administrator/executor duties

    By Belgarath,
    • 6 replies
    • 968 views

  47. Death of participant

    By Cynchbeast,
    • 20 replies
    • 3.5k views

  48. Joint operating Company 403b

    By bmore1147,   
    • 3 replies
    • 904 views

  49. When is a Year of Vesting Service Credited

    By ERISAAPPLE,
    • 5 replies
    • 2.8k views

  50. S-Corp Compensation

    By ERISAAPPLE,   
    • 4 replies
    • 1.4k views
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