Retirement Plans in General

5,753 topics in this forum

1. No PSP contributions in 8 years--ramifications?

   By BG5150, August 1, 2017
   • 17 replies
   • 2.3k views
   • 
   • My 2 cents
   • August 3, 2017

2. Documentation re Plan Sponsor

   By Cynchbeast, July 29, 2017
   • 0 replies
   • 358 views
   • 
   • Cynchbeast
   • July 29, 2017

3. your tax dollars hard at work running IRAs'

   By Tom Poje, July 28, 2017
   • 15 replies
   • 889 views
   • 
   • MoJo
   • August 4, 2017

4. Late reported deaths - tax reporting

   By Brian, July 27, 2017   

   • death
   • tax reporting
   • 6 replies
   • 1.8k views
   • 
   • JamesK
   • July 29, 2017

5. Attribution from a Trust to its beneficiaries

   By 401_noob, July 27, 2017   

   • attribution
   • trusts
   • 3 replies
   • 2.3k views
   • 
   • 401_noob
   • July 28, 2017

6. Overtime Excluded in 401K Deduction Calculations

   By Mrs V, July 23, 2017   

   • overtime
   • 401k deductions
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • July 24, 2017

7. Family Attribution - counting service

   By jvajjm750, July 19, 2017
   • 20 replies
   • 1.4k views
   • 
   • david rigby
   • July 26, 2017

8. "Spouse is beneficiary"..."Prove it!"

   By AlbanyConsultant, July 18, 2017
   • 30 replies
   • 8.3k views
   • 
   • Belgarath
   • July 21, 2017

9. Form 5308

   By cpc0506, July 13, 2017
   • 2 replies
   • 626 views
   • 
   • cpc0506
   • July 13, 2017

10. Requesting Relief from Section 411 Debarment

    By Eric Taylor, July 10, 2017
    • 6 replies
    • 811 views
    • 
    • Peter Gulia
    • July 11, 2017

11. 295 Free Recorded Webcasts About Retirement Plans

    By Dave Baker, June 29, 2017
    • 2 replies
    • 673 views
    • 
    • Gadgetfreak
    • June 30, 2017

12. post-death spousal consent

    By jpod, June 26, 2017
    • 17 replies
    • 2.5k views
    • 
    • MoJo
    • June 27, 2017

13. Health Savings Account - 415 Compensation

    By ErisaGooroo, June 26, 2017
    • 0 replies
    • 660 views
    • 
    • ErisaGooroo
    • June 26, 2017

14. Are Retirement Plan Contributions Subject to FOIA

    By waid10, June 23, 2017
    • 4 replies
    • 928 views
    • 
    • spiritrider
    • June 23, 2017

15. 410(b)(6)(C) Transition Rule - Required in Plan Document?

    By KJ2, June 21, 2017
    • 3 replies
    • 1.8k views
    • 
    • KJ2
    • June 23, 2017

16. Mandatory Employee contributions to Money Purchase Plan

    By Belgarath, June 19, 2017
    • 11 replies
    • 4.9k views
    • 
    • Ben Jensen
    • October 31, 2024

17. DC - 1 Exam.

    By Manish, June 17, 2017
    • 2 replies
    • 898 views
    • 
    • Manish
    • June 19, 2017

18. 5300 Line 12

    By ESOP1, June 15, 2017
    • 1 reply
    • 807 views
    • 
    • CuseFan
    • June 16, 2017

19. forfeiture reallocations

    By pmacduff, June 8, 2017
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • July 17, 2017

20. ROBS and DoL Fiduciary Rule

    By Soundbc1, June 7, 2017
    • 29 replies
    • 2.7k views
    • 
    • MoJo
    • June 12, 2017

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

    By RayJJohnsonJr, June 7, 2017
    • 17 replies
    • 5.6k views
    • 
    • My 2 cents
    • October 19, 2017

22. earned income (Schedule C Income)

    By Tom Poje, June 5, 2017
    • 7 replies
    • 965 views
    • 
    • imchipbrown
    • June 6, 2017

23. Who offers prototype SEP IRA?

    By epinaustin, June 1, 2017
    • 3 replies
    • 1.3k views
    • 
    • imchipbrown
    • June 6, 2017

24. How do I know if SEP IRA is 5305

    By epinaustin, May 31, 2017   

    • 5305
    • sep ira
    • (and 1 more)

      Tagged with:

      • 5305
      • sep ira
      • solo 401 k
    • 1 reply
    • 1.2k views
    • 
    • spiritrider
    • June 1, 2017

25. Raising a tardy amendment during determination letter application review

    By WestCoast, May 31, 2017   

    • determination letter
    • vcp
    • (and 1 more)

      Tagged with:

      • determination letter
      • vcp
      • closing agreement
    • 1 reply
    • 615 views
    • 
    • jpod
    • May 31, 2017

26. TEFRA CARD

    By jevd, May 26, 2017
    • 1 reply
    • 618 views
    • 
    • jevd
    • May 26, 2017

27. Claiming Small Plan Audit Waiver on From 5500 & Preparing SAR / AFN

    By AdKu, May 26, 2017   

    • claiming small plan audit waiver on from 5500 & preparing sar / afn
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • May 30, 2017

28. Beneficiary and RMD rules

    By Cynchbeast, May 26, 2017
    • 4 replies
    • 882 views
    • 
    • ETA Consulting LLC
    • May 27, 2017

29. Independent Auditor's Report

    By thepensionmaven, May 25, 2017
    • 4 replies
    • 564 views
    • 
    • My 2 cents
    • May 30, 2017

30. RMD and EPCRS

    By AAS2, May 23, 2017   

    • correction
    • minimum distribution
    • 6 replies
    • 1.6k views
    • 
    • CuseFan
    • May 24, 2017

31. IRS auditor wants docs faxed

    By Bird, May 23, 2017
    • 17 replies
    • 1.5k views
    • 
    • ratherbereading
    • June 14, 2017

32. Cash out under $200

    By Cynchbeast, May 18, 2017
    • 6 replies
    • 2.5k views
    • 
    • david rigby
    • May 19, 2017

33. Indexed limits

    By Tom Poje, May 16, 2017
    • 0 replies
    • 368 views
    • 
    • Tom Poje
    • May 16, 2017

34. Prohibited Transaction?

    By Belgarath, May 12, 2017
    • 6 replies
    • 853 views
    • 
    • jpod
    • May 15, 2017

35. Forfeitures and plan termination

    By Cynchbeast, May 12, 2017
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • May 26, 2017

36. Beneficiary

    By Soundbc1, May 11, 2017
    • 6 replies
    • 1.2k views
    • 
    • Soundbc1
    • May 12, 2017

37. Predecessor service, rehires, mergers and acquisitons

    By R. Butler, May 8, 2017
    • 1 reply
    • 411 views
    • 
    • K2
    • May 9, 2017

38. Attribution of stock ownership

    By cathyw, May 8, 2017
    • 1 reply
    • 344 views
    • 
    • Belgarath
    • May 8, 2017

39. Correction of pro-rata PS formula

    By Cynchbeast, May 5, 2017
    • 4 replies
    • 595 views
    • 
    • Kevin C
    • May 5, 2017

40. Deductibility of Contributions

    By 401_noob, May 2, 2017   

    • 404a3
    • 2 replies
    • 516 views
    • 
    • 401_noob
    • May 2, 2017

41. Attribution of Ownership to Minor Children

    By ERISA1, May 2, 2017   

    • controlled groups
    • attribution
    • (and 1 more)

      Tagged with:

      • controlled groups
      • attribution
      • affiliated service groups
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • May 4, 2017

42. Must a plan’s administrator reevaluate the employer’s decision about who is or isn’t an employee?

    By Peter Gulia, May 2, 2017   

    • fiduciary; severance-from-employment
    • 3(16)
    • 11 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 3, 2017

43. Transaction between plans of same employer

    By Earl, April 25, 2017
    • 15 replies
    • 1.2k views
    • 
    • jpod
    • April 27, 2017

44. California Retirement Specialists

    By RGiannini, April 21, 2017   

    • capital forum on pensions
    • retirement conference
    • 0 replies
    • 370 views
    • 
    • RGiannini
    • April 21, 2017

45. ER say no late deferrals but there were--TPA responsibility?

    By BG5150, April 20, 2017
    • 11 replies
    • 930 views
    • 
    • RatherBeGolfing
    • April 21, 2017

46. Small Controlled Group with PSP/DB plan

    By Lori H, April 17, 2017
    • 3 replies
    • 819 views
    • 
    • Lori H
    • April 19, 2017

47. HCE for 2017?

    By Earl, April 14, 2017
    • 2 replies
    • 892 views
    • 
    • duckthing
    • April 14, 2017

48. May a plan’s administrator ignore a participant’s trust document?

    By Peter Gulia, April 11, 2017   

    • 401(a)(9)
    • 7 replies
    • 1k views
    • 
    • Mike Preston
    • April 13, 2017

49. PS integrated w/ SS--participant statement blurb

    By BG5150, April 10, 2017
    • 1 reply
    • 455 views
    • 
    • Bill Presson
    • April 10, 2017

50. Guild plan

    By Bird, April 7, 2017
    • 0 replies
    • 445 views
    • 
    • Bird
    • April 7, 2017