Retirement Plans in General

5,811 topics in this forum

1. Family Attribution - Controlled Group

   By dottie, November 3, 2017
   • 3 replies
   • 1.8k views
   • 
   • Luke Bailey
   • November 7, 2017

2. ASG / A-Org

   By JPIngold, October 31, 2017
   • 9 replies
   • 2.2k views
   • 
   • Christine Roberts
   • November 2, 2017

3. Changing Recordkeepers

   By coleboy, October 31, 2017
   • 6 replies
   • 1.1k views
   • 
   • hr for me
   • November 1, 2017

4. Pre-approved plan document amendment to permit rollovers

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

5. ROBS plans and UBTI

   By Belgarath, October 27, 2017
   • 3 replies
   • 2.3k views
   • 
   • Belgarath
   • October 27, 2017

6. Controlled group

   By Belgarath, July 22, 2016
   • 15 replies
   • 4k views
   • 
   • Bill Presson
   • October 27, 2017

7. Adopting Employer

   By 401(k)athryn, October 25, 2017
   • 5 replies
   • 1.3k views
   • 
   • 401(k)athryn
   • October 27, 2017

8. Top Heavy Aggregation of plans

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

9. Failed ADP test

   By Cynchbeast, October 23, 2017
   • 11 replies
   • 2.4k views
   • 
   • Tom Poje
   • October 26, 2017

10. SH NEC

    By Cynchbeast, October 20, 2017
    • 3 replies
    • 1.9k views
    • 
    • stephen
    • October 24, 2017

11. Simple, SEP, Solo - Education

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

12. Real Estate Limited Partnership Investments by retirement plans

    By ldr, October 19, 2017   

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

13. ISA Party-in-Interest ?

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

14. Irrevocable Trust/ERISA Coverage

    By JWRB, October 18, 2017
    • 15 replies
    • 2.6k views
    • 
    • MoJo
    • October 19, 2017

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

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 6.7k views
    • 
    • My 2 cents
    • October 19, 2017

16. Hurricane Irma Tax Relief

    By RatherBeGolfing, September 12, 2017
    • 7 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

17. IRS Announces 2018 Retirement Plan Limits

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

18. taxable wage base

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

19. indexed limits

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

20. Form 5330 Signatures

    By Pension RC, October 11, 2017
    • 2 replies
    • 2.1k views
    • 
    • Bill Presson
    • October 13, 2017

21. Plan Investment option/restriction

    By Earl, October 13, 2017   

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

22. Self Employed with Profit Sharing Plan

    By thepensionmaven, August 19, 2015
    • 18 replies
    • 2.1k views
    • 
    • thepensionmaven
    • October 11, 2017

23. Benefits Reading - Best Places to Go

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

24. Corporation Versus Partnership Ownership

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

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

    By Madison71, October 6, 2017
    • 4 replies
    • 2.5k views
    • 
    • Luke Bailey
    • October 9, 2017

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

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

27. American Benefits Council suggestion about missing or unresponsive participants

    By Peter Gulia, October 3, 2017   

    • missing; unresponsive; ebsa; fiduciary
    • 18 replies
    • 2.1k views
    • 
    • Peter Gulia
    • October 5, 2017

28. 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
    • 1.2k views
    • 
    • RatherBeGolfing
    • October 4, 2017

29. Partial Plan Termination

    By bzorc, September 29, 2017
    • 8 replies
    • 2.6k views
    • 
    • ESOP Guy
    • October 4, 2017

30. 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
    • 1.2k views
    • 
    • TCM72
    • October 4, 2017

31. Settlor Function?

    By 401(k)athryn, October 3, 2017   

    • forfeitures
    • settlor
    • 8 replies
    • 2.9k views
    • 
    • MoJo
    • October 3, 2017

32. Congress Approves Hurricane Relief Bill

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

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

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

34. 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
    • 1.5k views
    • 
    • Emily1991
    • September 26, 2017

35. 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
    • 2.1k views
    • 
    • MoJo
    • September 26, 2017

36. insurance issues

    By thepensionmaven, September 26, 2017   

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

37. Partial termination

    By Cynchbeast, September 21, 2017
    • 4 replies
    • 848 views
    • 
    • CuseFan
    • September 22, 2017

38. Hurricane Irma - Outside Florida

    By Gruegen, September 21, 2017
    • 3 replies
    • 668 views
    • 
    • RatherBeGolfing
    • September 22, 2017

39. Fees eligible to be paid from plan assets

    By CuseFan, September 18, 2017
    • 10 replies
    • 2.9k views
    • 
    • 401_noob
    • September 20, 2017

40. Terminating plan with J&S - missing participants

    By LMD1, September 20, 2017
    • 2 replies
    • 786 views
    • 
    • Mike Preston
    • September 20, 2017

41. DB SAR

    By K2, September 18, 2017
    • 4 replies
    • 549 views
    • 
    • Mike Preston
    • September 19, 2017

42. Advisory Opinions

    By ERISAAPPLE, September 17, 2017
    • 0 replies
    • 510 views
    • 
    • ERISAAPPLE
    • September 17, 2017

43. Required Minimum Distributions

    By thepensionmaven, September 16, 2017   

    • rmd
    • 1 reply
    • 497 views
    • 
    • RatherBeGolfing
    • September 16, 2017

44. plan limits next year

    By Tom Poje, September 14, 2017
    • 1 reply
    • 393 views
    • 
    • XTitan
    • September 14, 2017

45. Plan Document vs. Collective Bargaining Agreement

    By CuseFan, September 6, 2017
    • 5 replies
    • 4k views
    • 
    • Luke Bailey
    • September 14, 2017

46. Adopting Employer

    By dan.jock, September 14, 2017
    • 1 reply
    • 359 views
    • 
    • Bird
    • September 14, 2017

47. Hurricane Irma - Client concerns

    By rblum50, September 13, 2017   

    • designated disaster county and loan/hardship distributions
    • 0 replies
    • 426 views
    • 
    • rblum50
    • September 13, 2017

48. LLC as partner and disregarded entity

    By cathyw, September 11, 2017
    • 0 replies
    • 661 views
    • 
    • cathyw
    • September 11, 2017

49. Hours attributable to spouse

    By Cynchbeast, September 10, 2017
    • 3 replies
    • 924 views
    • 
    • Bird
    • September 11, 2017

50. Joinder Agreement

    By Cynchbeast, September 6, 2017
    • 12 replies
    • 3.3k views
    • 
    • Cynchbeast
    • September 10, 2017