Retirement Plans in General

5,753 topics in this forum

1. Cash out under $200

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

2. Indexed limits

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

3. Prohibited Transaction?

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

4. Beneficiary

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

5. Predecessor service, rehires, mergers and acquisitons

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

6. Attribution of stock ownership

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

7. Correction of pro-rata PS formula

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

8. 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

9. 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

10. Deductibility of Contributions

    By 401_noob, May 2, 2017   

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

11. Transaction between plans of same employer

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

12. California Retirement Specialists

    By RGiannini, April 21, 2017   

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

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

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

14. Small Controlled Group with PSP/DB plan

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

15. HCE for 2017?

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

16. 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

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

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

18. Guild plan

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

19. Do recordkeepers get arbitration provisions?

    By Peter Gulia, April 5, 2017   

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

20. Surviving divorced spouse of Railroad imployee

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

21. Coverage question

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

22. 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
    • 425 views
    • 
    • Dave Baker
    • April 4, 2017

23. Restructuring

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

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

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

25. Large loss/worthless asset

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

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

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

27. Deemed CODA in a P.A.?

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

28. ROBS Plans

    By Belgarath, March 10, 2017
    • 23 replies
    • 3.9k views
    • 
    • Peter Gulia
    • March 30, 2017

29. ERISA Crime Policy

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

30. 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

31. Annuity rollover into IRA correction

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

32. Plan Disqualification?

    By katieinny, March 22, 2017   

    • one-person plan with loan problems
    • 1 reply
    • 481 views
    • 
    • My 2 cents
    • March 22, 2017

33. §4975(e)(2)(C)

    By Dalai Pookah, March 22, 2017
    • 1 reply
    • 411 views
    • 
    • My 2 cents
    • March 22, 2017

34. Must a retirement plan’s fiduciary analyze competing rollover-IRA products?

    By Peter Gulia, March 17, 2017   

    • erisa; fiduciary; rollover; ira
    • 6 replies
    • 823 views
    • 
    • RatherBeGolfing
    • March 18, 2017

35. Conflicts of Interest with son as investment advisor

    By dmwe, March 16, 2017
    • 2 replies
    • 678 views
    • 
    • jpod
    • March 17, 2017

36. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 3.7k views
    • 
    • Gadgetfreak
    • March 17, 2017

37. Top Heavy and Changes in Controlled Group

    By PensionPro, March 13, 2017
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 16, 2017

38. Deductibility of PS and mid-year entrant comp

    By BG5150, March 15, 2017
    • 2 replies
    • 521 views
    • 
    • Mike Preston
    • March 15, 2017

39. plan limits

    By Tom Poje, March 15, 2017
    • 1 reply
    • 365 views
    • 
    • david rigby
    • March 15, 2017

40. Is postmark date sufficient for deposit "due date"?

    By AlbanyConsultant, March 13, 2017
    • 4 replies
    • 2.8k views
    • 
    • MoJo
    • March 13, 2017

41. Will income tax changes kill retirement plan tax advantage?

    By Flyboyjohn, March 13, 2017
    • 2 replies
    • 441 views
    • 
    • RatherBeGolfing
    • March 13, 2017

42. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • March 10, 2017

43. PYE Feb 28. Leap Year?

    By BG5150, March 9, 2017
    • 12 replies
    • 1.5k views
    • 
    • NJ Mike
    • March 10, 2017

44. Can a Living Participant File a Disclaimer of his/her Plan benefit and therefore not receive it?

    By rocknrolls2, March 8, 2017
    • 5 replies
    • 884 views
    • 
    • My 2 cents
    • March 9, 2017

45. Are Trust EIN's required?

    By Lori H, March 8, 2017   

    • one person db start up
    • 3 replies
    • 926 views
    • 
    • shERPA
    • March 8, 2017

46. Return of non-deductible contributions

    By dan.jock, March 7, 2017
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • March 8, 2017

47. Nonprofit Contribution

    By nancy, March 7, 2017
    • 5 replies
    • 711 views
    • 
    • Peter Gulia
    • March 8, 2017

48. Coverage/nondiscrimination testing with non-participating Controlled group member

    By Belgarath, March 7, 2017
    • 1 reply
    • 400 views
    • 
    • Tom Poje
    • March 7, 2017

49. Proposed 60-day extension of the applicability date of the Fiduciary rule and PTEs

    By RatherBeGolfing, March 1, 2017
    • 1 reply
    • 368 views
    • 
    • Peter Gulia
    • March 1, 2017

50. 1099R filing date with IRS

    By thepensionmaven, February 28, 2017
    • 1 reply
    • 450 views
    • 
    • RatherBeGolfing
    • March 1, 2017