Retirement Plans in General

5,824 topics in this forum

1. valuation date or calendar year for calculation?

   By thepensionmaven, November 30, 2017
   • 3 replies
   • 2.5k views
   • 
   • Bird
   • November 30, 2017

2. 2018 taxable wage base reduced

   By Tom Poje, November 29, 2017
   • 9 replies
   • 1.2k views
   • 
   • austin3515
   • November 30, 2017

3. soc sec calculator (for fun, of course!)

   By Tom Poje, November 17, 2017
   • 10 replies
   • 1.7k views
   • 
   • Mike Preston
   • November 29, 2017

4. Do I need PTIN to do 5330?

   By BG5150, March 20, 2014
   • 2 replies
   • 1.9k views
   • 
   • Belgarath
   • November 29, 2017

5. Shared Employees

   By Tom, November 27, 2017   

   • shared employees
   • 3 replies
   • 1.2k views
   • 
   • Bird
   • November 29, 2017

6. Leased Employee hired

   By Dougsbpc, December 14, 2015
   • 2 replies
   • 1.1k views
   • 
   • mariemonroe
   • November 28, 2017

7. Vesting Issue

   By buckaroo, November 21, 2017
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • November 22, 2017

8. Age on Uniform Lifetime Table for RMD

   By Pension RC, November 17, 2017
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • November 18, 2017

9. affiliated service/controlled group

   By thepensionmaven, November 16, 2017
   • 3 replies
   • 703 views
   • 
   • Mike Preston
   • November 16, 2017

10. Affiliated Service Group

    By RJM5FF, November 16, 2017   

    • affiliated service group
    • b-organization
    • (and 4 more)

      Tagged with:

      • affiliated service group
      • b-organization
      • irc 414
      • first service organization
      • fso
      • irc 414(m)
    • 1 reply
    • 762 views
    • 
    • ETA Consulting LLC
    • November 16, 2017

11. Independent auditor report first year of plan

    By thepensionmaven, November 14, 2017
    • 4 replies
    • 1.3k views
    • 
    • thepensionmaven
    • November 15, 2017

12. Risks to Individual Plan in Controlled Group

    By kmhaab, November 7, 2017
    • 4 replies
    • 902 views
    • 
    • kmhaab
    • November 14, 2017

13. annual "plan ahead" your filings as FIRE shuts down

    By Tom Poje, November 13, 2017
    • 0 replies
    • 742 views
    • 
    • Tom Poje
    • November 13, 2017

14. Can I start filing a 5500EZ?

    By RayJJohnsonJr, October 19, 2017
    • 2 replies
    • 670 views
    • 
    • RayJJohnsonJr
    • November 9, 2017

15. Family Attribution - Controlled Group

    By dottie, November 3, 2017
    • 3 replies
    • 1.9k views
    • 
    • Luke Bailey
    • November 7, 2017

16. ASG / A-Org

    By JPIngold, October 31, 2017
    • 9 replies
    • 2.3k views
    • 
    • Christine Roberts
    • November 2, 2017

17. Changing Recordkeepers

    By coleboy, October 31, 2017
    • 6 replies
    • 1.2k views
    • 
    • hr for me
    • November 1, 2017

18. Pre-approved plan document amendment to permit rollovers

    By buckaroo, October 24, 2017
    • 3 replies
    • 1k views
    • 
    • Bird
    • October 30, 2017

19. ROBS plans and UBTI

    By Belgarath, October 27, 2017
    • 3 replies
    • 2.4k views
    • 
    • Belgarath
    • October 27, 2017

20. Controlled group

    By Belgarath, July 22, 2016
    • 15 replies
    • 4.3k views
    • 
    • Bill Presson
    • October 27, 2017

21. Adopting Employer

    By 401(k)athryn, October 25, 2017
    • 5 replies
    • 1.6k views
    • 
    • 401(k)athryn
    • October 27, 2017

22. Top Heavy Aggregation of plans

    By Tom, October 26, 2017
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • October 26, 2017

23. Failed ADP test

    By Cynchbeast, October 23, 2017
    • 11 replies
    • 2.6k views
    • 
    • Tom Poje
    • October 26, 2017

24. SH NEC

    By Cynchbeast, October 20, 2017
    • 3 replies
    • 2k views
    • 
    • stephen
    • October 24, 2017

25. Simple, SEP, Solo - Education

    By MjInvestments, October 18, 2017
    • 1 reply
    • 748 views
    • 
    • Bob the Swimmer
    • October 21, 2017

26. Real Estate Limited Partnership Investments by retirement plans

    By ldr, October 19, 2017   

    • valuation; trust accounting
    • 10 replies
    • 1k views
    • 
    • My 2 cents
    • October 20, 2017

27. ISA Party-in-Interest ?

    By lupacexi, October 20, 2017
    • 2 replies
    • 897 views
    • 
    • david rigby
    • October 20, 2017

28. Irrevocable Trust/ERISA Coverage

    By JWRB, October 18, 2017
    • 15 replies
    • 3k views
    • 
    • MoJo
    • October 19, 2017

29. Is a husband required to make a new 2nd wife his profit sharing beneficiary?

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 7.1k views
    • 
    • My 2 cents
    • October 19, 2017

30. Hurricane Irma Tax Relief

    By RatherBeGolfing, September 12, 2017
    • 7 replies
    • 1.8k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

31. IRS Announces 2018 Retirement Plan Limits

    By Lois Baker, October 19, 2017
    • 0 replies
    • 672 views
    • 
    • Lois Baker
    • October 19, 2017

32. taxable wage base

    By Tom Poje, October 16, 2017
    • 2 replies
    • 514 views
    • 
    • stephen
    • October 16, 2017

33. indexed limits

    By Tom Poje, October 13, 2017
    • 2 replies
    • 734 views
    • 
    • Tom Poje
    • October 16, 2017

34. Form 5330 Signatures

    By Pension RC, October 11, 2017
    • 2 replies
    • 2.3k views
    • 
    • Bill Presson
    • October 13, 2017

35. Plan Investment option/restriction

    By Earl, October 13, 2017   

    • foreign ordinaries
    • 0 replies
    • 597 views
    • 
    • Earl
    • October 13, 2017

36. Self Employed with Profit Sharing Plan

    By thepensionmaven, August 19, 2015
    • 18 replies
    • 2.2k views
    • 
    • thepensionmaven
    • October 11, 2017

37. Benefits Reading - Best Places to Go

    By Madison71, October 4, 2017
    • 5 replies
    • 819 views
    • 
    • Lois Baker
    • October 10, 2017

38. Corporation Versus Partnership Ownership

    By ETA Consulting LLC, October 9, 2017
    • 4 replies
    • 1k views
    • 
    • RatherBeGolfing
    • October 10, 2017

39. Some Participants Didn't Get Allocation of Profit Sharing Contribution

    By Madison71, October 6, 2017
    • 4 replies
    • 2.6k views
    • 
    • Luke Bailey
    • October 9, 2017

40. Best way to designate a beneficiary so as to divide among several charities?

    By Chippy, October 6, 2017
    • 3 replies
    • 652 views
    • 
    • jpod
    • October 6, 2017

41. American Benefits Council suggestion about missing or unresponsive participants

    By Peter Gulia, October 3, 2017   

    • missing; unresponsive; ebsa; fiduciary
    • 18 replies
    • 2.3k views
    • 
    • Peter Gulia
    • October 5, 2017

42. Hurricane Irma - Due date of DC final deposit

    By ldr, October 4, 2017   

    • hurricane
    • contribution
    • (and 2 more)

      Tagged with:

      • hurricane
      • contribution
      • due date
      • extension
    • 3 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • October 4, 2017

43. Partial Plan Termination

    By bzorc, September 29, 2017
    • 8 replies
    • 2.9k views
    • 
    • ESOP Guy
    • October 4, 2017

44. Investment Education vs Participant Advice

    By TCM72, August 8, 2017   

    • dol fiduciary regulation
    • advisers
    • (and 3 more)

      Tagged with:

      • dol fiduciary regulation
      • advisers
      • plan sponsors
      • participant education
      • investment professionals
    • 4 replies
    • 1.3k views
    • 
    • TCM72
    • October 4, 2017

45. Settlor Function?

    By 401(k)athryn, October 3, 2017   

    • forfeitures
    • settlor
    • 8 replies
    • 3.2k views
    • 
    • MoJo
    • October 3, 2017

46. Congress Approves Hurricane Relief Bill

    By RatherBeGolfing, September 29, 2017
    • 0 replies
    • 560 views
    • 
    • RatherBeGolfing
    • September 29, 2017

47. Safe Harbor for past service credits limited to five years

    By 401_noob, September 26, 2017
    • 5 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 26, 2017

48. Severance Pay Plans

    By Emily1991, September 22, 2017   

    • severance
    • pension
    • (and 8 more)

      Tagged with:

      • severance
      • pension
      • erisa
      • exempt
      • benefit plan
      • benefit
      • tmv
      • severance pay plan
      • plan
      • payment
    • 9 replies
    • 1.8k views
    • 
    • Emily1991
    • September 26, 2017

49. The Secretary asserts fiduciary breaches for failing to "cash out" under-$5,000 accounts

    By Peter Gulia, September 25, 2017   

    • involuntary distribution; fiduciary breach; plan-administration expenses
    • 28 replies
    • 2.4k views
    • 
    • MoJo
    • September 26, 2017

50. insurance issues

    By thepensionmaven, September 26, 2017   

    • pension issues with insurance agent/investment guy
    • 3 replies
    • 676 views
    • 
    • Mike Preston
    • September 26, 2017