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Retirement Plans in General

5,796 topics in this forum

  1. Attribution of Ownership to Minor Children

    By ERISA1,   
    • 6 replies
    • 1.7k views

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

    By Peter Gulia,   
    • 11 replies
    • 1.2k views

  3. Deductibility of Contributions

    By 401_noob,   
    • 2 replies
    • 559 views

  4. Transaction between plans of same employer

    By Earl,
    • 15 replies
    • 1.3k views

  5. California Retirement Specialists

    By RGiannini,   
    • 0 replies
    • 402 views

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

    By BG5150,
    • 11 replies
    • 983 views

  7. Small Controlled Group with PSP/DB plan

    By Lori H,
    • 3 replies
    • 849 views

  8. HCE for 2017?

    By Earl,
    • 2 replies
    • 917 views

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

    By Peter Gulia,   
    • 7 replies
    • 1.1k views

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

    By BG5150,
    • 1 reply
    • 481 views

  11. Guild plan

    By Bird,
    • 0 replies
    • 1.1k views

  12. Do recordkeepers get arbitration provisions?

    By Peter Gulia,   
    • 7 replies
    • 685 views

  13. Surviving divorced spouse of Railroad imployee

    By Jo. Hastings-Bineault,
    • 2 replies
    • 515 views

  14. Coverage question

    By BG5150,
    • 3 replies
    • 504 views

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

    By Dave Baker,
    • 0 replies
    • 458 views

  16. Restructuring

    By Belgarath,
    • 10 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 1 reply
    • 506 views

  18. Large loss/worthless asset

    By Chippy,
    • 5 replies
    • 625 views

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

    By RatherBeGolfing,
    • 0 replies
    • 400 views

  20. Deemed CODA in a P.A.?

    By BG5150,
    • 5 replies
    • 797 views

  21. ROBS Plans

    By Belgarath,
    • 23 replies
    • 4.7k views

  22. ERISA Crime Policy

    By bzorc,
    • 0 replies
    • 485 views

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

    By cheersmate,   
    • 5 replies
    • 1.3k views

  24. Annuity rollover into IRA correction

    By Kudos26,
    • 0 replies
    • 453 views

  25. Plan Disqualification?

    By katieinny,   
    • 1 reply
    • 513 views

  26. §4975(e)(2)(C)

    By Dalai Pookah,
    • 1 reply
    • 445 views

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

    By Peter Gulia,   
    • 6 replies
    • 878 views

  28. Conflicts of Interest with son as investment advisor

    By dmwe,
    • 2 replies
    • 722 views

  29. Free CE credits for ASPPA

    By cpc0506,
    • 2 replies
    • 3.9k views

  30. Top Heavy and Changes in Controlled Group

    By PensionPro,
    • 3 replies
    • 1.1k views

  31. Deductibility of PS and mid-year entrant comp

    By BG5150,
    • 2 replies
    • 547 views

  32. plan limits

    By Tom Poje,
    • 1 reply
    • 392 views

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

    By AlbanyConsultant,
    • 4 replies
    • 3k views

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

    By Flyboyjohn,
    • 2 replies
    • 480 views

  35. Guaranteed payments to a partner

    By Belgarath,
    • 3 replies
    • 5.3k views

  36. PYE Feb 28. Leap Year?

    By BG5150,
    • 12 replies
    • 1.7k views

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

    By rocknrolls2,
    • 5 replies
    • 957 views

  38. Are Trust EIN's required?

    By Lori H,   
    • 3 replies
    • 976 views

  39. Return of non-deductible contributions

    By dan.jock,
    • 2 replies
    • 1.2k views

  40. Nonprofit Contribution

    By nancy,
    • 5 replies
    • 755 views

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

    By Belgarath,
    • 1 reply
    • 422 views

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

    By RatherBeGolfing,
    • 1 reply
    • 397 views

  43. 1099R filing date with IRS

    By thepensionmaven,
    • 1 reply
    • 498 views

  44. New owner of plan sponsor is a sovereign nation

    By K2retire,
    • 1 reply
    • 461 views

  45. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro,
    • 6 replies
    • 2.1k views

  46. Withholding on Distributions to Qualified Trusts

    By BeccaERISA,   
    • 0 replies
    • 920 views

  47. Earned income calculation

    By RatherBeGolfing,
    • 18 replies
    • 1.1k views

  48. Leased Employee Question

    By Dougsbpc,
    • 1 reply
    • 788 views

  49. Sale of plan sponsor; owners are paid through a management company

    By Earl,
    • 2 replies
    • 478 views

  50. Business purchased, purchase price paid through payroll

    By Belgarath,
    • 5 replies
    • 606 views
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