Retirement Plans in General

5,772 topics in this forum

1. post-death spousal consent

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

2. Health Savings Account - 415 Compensation

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

3. Are Retirement Plan Contributions Subject to FOIA

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

4. 410(b)(6)(C) Transition Rule - Required in Plan Document?

   By KJ2, June 21, 2017
   • 3 replies
   • 1.9k views
   • 
   • KJ2
   • June 23, 2017

5. DC - 1 Exam.

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

6. 5300 Line 12

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

7. IRS auditor wants docs faxed

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

8. ROBS and DoL Fiduciary Rule

   By Soundbc1, June 7, 2017
   • 29 replies
   • 2.8k views
   • 
   • MoJo
   • June 12, 2017

9. Who offers prototype SEP IRA?

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

10. earned income (Schedule C Income)

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

11. 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
    • 1.3k views
    • 
    • spiritrider
    • June 1, 2017

12. 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
    • 631 views
    • 
    • jpod
    • May 31, 2017

13. 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

14. Q about vesting computation period for short plan year 10/1/98 - 12/31

    By Guest Kelly R, April 3, 1999
    • 6 replies
    • 3.4k views
    • 
    • My 2 cents
    • May 30, 2017

15. Independent Auditor's Report

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

16. Beneficiary and RMD rules

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

17. TEFRA CARD

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

18. Forfeitures and plan termination

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

19. RMD and EPCRS

    By AAS2, May 23, 2017   

    • correction
    • minimum distribution
    • 6 replies
    • 1.7k views
    • 
    • CuseFan
    • May 24, 2017

20. Cash out under $200

    By Cynchbeast, May 18, 2017
    • 6 replies
    • 2.6k views
    • 
    • david rigby
    • May 19, 2017

21. Indexed limits

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

22. Prohibited Transaction?

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

23. Beneficiary

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

24. Predecessor service, rehires, mergers and acquisitons

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

25. Attribution of stock ownership

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

26. Correction of pro-rata PS formula

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

27. 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
    • 1.5k views
    • 
    • david rigby
    • May 4, 2017

28. 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

29. Deductibility of Contributions

    By 401_noob, May 2, 2017   

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

30. Transaction between plans of same employer

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

31. California Retirement Specialists

    By RGiannini, April 21, 2017   

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

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

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

33. Small Controlled Group with PSP/DB plan

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

34. HCE for 2017?

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

35. 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

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

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

37. Guild plan

    By Bird, April 7, 2017
    • 0 replies
    • 1.1k views
    • 
    • Bird
    • April 7, 2017

38. Do recordkeepers get arbitration provisions?

    By Peter Gulia, April 5, 2017   

    • service agreement; remedies; arbitration
    • 7 replies
    • 651 views
    • 
    • Doghouse
    • April 6, 2017

39. Surviving divorced spouse of Railroad imployee

    By Jo. Hastings-Bineault, April 6, 2017
    • 2 replies
    • 481 views
    • 
    • david rigby
    • April 6, 2017

40. Coverage question

    By BG5150, April 6, 2017
    • 3 replies
    • 489 views
    • 
    • Tom Poje
    • April 6, 2017

41. Text of 60-Day Extension of Applicability Date for Final DOL Fiduciary Rule and Related Class Exemptions

    By Dave Baker, April 4, 2017
    • 0 replies
    • 434 views
    • 
    • Dave Baker
    • April 4, 2017

42. Restructuring

    By Belgarath, March 31, 2017
    • 10 replies
    • 1k views
    • 
    • Tom Poje
    • April 4, 2017

43. Sharing staff allocation from partnership to sole-props in an ASG

    By AlbanyConsultant, March 31, 2017
    • 1 reply
    • 479 views
    • 
    • Kevin C
    • March 31, 2017

44. Large loss/worthless asset

    By Chippy, March 28, 2017
    • 5 replies
    • 601 views
    • 
    • Flyboyjohn
    • March 30, 2017

45. Senate kills automatic-enrollment IRA programs established by municipalities

    By RatherBeGolfing, March 30, 2017
    • 0 replies
    • 385 views
    • 
    • RatherBeGolfing
    • March 30, 2017

46. Deemed CODA in a P.A.?

    By BG5150, March 30, 2017
    • 5 replies
    • 780 views
    • 
    • ETA Consulting LLC
    • March 30, 2017

47. ROBS Plans

    By Belgarath, March 10, 2017
    • 23 replies
    • 4.2k views
    • 
    • Peter Gulia
    • March 30, 2017

48. ERISA Crime Policy

    By bzorc, March 28, 2017
    • 0 replies
    • 472 views
    • 
    • bzorc
    • March 28, 2017

49. Acquisition, Affiliated Employer Exclusion and 410(b), 401(a)(4)

    By cheersmate, December 3, 2016   

    • Controlled Group
    • Affiliated Employers
    • (and 7 more)

      Tagged with:

      • Controlled Group
      • Affiliated Employers
      • Eligibility Exclusions
      • 410(b)
      • 401(a)(4)
      • Counting Employees
      • Eligible Compensation
      • Service Credits
      • Acquisitions
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 27, 2017

50. Annuity rollover into IRA correction

    By Kudos26, March 23, 2017
    • 0 replies
    • 427 views
    • 
    • Kudos26
    • March 23, 2017