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Retirement Plans in General

5,816 topics in this forum

  1. 5300 Line 12

    By ESOP1,
    • 1 reply
    • 876 views

  2. IRS auditor wants docs faxed

    By Bird,
    • 17 replies
    • 1.9k views

  3. ROBS and DoL Fiduciary Rule

    By Soundbc1,
    • 29 replies
    • 3.6k views

  4. Who offers prototype SEP IRA?

    By epinaustin,
    • 3 replies
    • 1.4k views

  5. earned income (Schedule C Income)

    By Tom Poje,
    • 7 replies
    • 1.1k views

  6. How do I know if SEP IRA is 5305

    By epinaustin,   
    • 1 reply
    • 1.6k views

  7. Raising a tardy amendment during determination letter application review

    By WestCoast,   
    • 1 reply
    • 712 views

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

    By AdKu,   
    • 3 replies
    • 1.3k views

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

    By Guest Kelly R,
    • 6 replies
    • 3.6k views

  10. Independent Auditor's Report

    By thepensionmaven,
    • 4 replies
    • 656 views

  11. Beneficiary and RMD rules

    By Cynchbeast,
    • 4 replies
    • 990 views

  12. TEFRA CARD

    By jevd,
    • 1 reply
    • 701 views

  13. Forfeitures and plan termination

    By Cynchbeast,
    • 4 replies
    • 1.7k views

  14. RMD and EPCRS

    By AAS2,   
    • 6 replies
    • 1.9k views

  15. Cash out under $200

    By Cynchbeast,
    • 6 replies
    • 2.9k views

  16. Indexed limits

    By Tom Poje,
    • 0 replies
    • 435 views

  17. Prohibited Transaction?

    By Belgarath,
    • 6 replies
    • 1k views

  18. Beneficiary

    By Soundbc1,
    • 6 replies
    • 1.3k views

  19. Predecessor service, rehires, mergers and acquisitons

    By R. Butler,
    • 1 reply
    • 487 views
    • K2
    • K2

  20. Attribution of stock ownership

    By cathyw,
    • 1 reply
    • 401 views

  21. Correction of pro-rata PS formula

    By Cynchbeast,
    • 4 replies
    • 688 views

  22. Attribution of Ownership to Minor Children

    By ERISA1,   
    • 6 replies
    • 2k views

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

    By Peter Gulia,   
    • 11 replies
    • 1.5k views

  24. Deductibility of Contributions

    By 401_noob,   
    • 2 replies
    • 604 views

  25. Transaction between plans of same employer

    By Earl,
    • 15 replies
    • 1.4k views

  26. California Retirement Specialists

    By RGiannini,   
    • 0 replies
    • 432 views

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

    By BG5150,
    • 11 replies
    • 1.1k views

  28. Small Controlled Group with PSP/DB plan

    By Lori H,
    • 3 replies
    • 924 views

  29. HCE for 2017?

    By Earl,
    • 2 replies
    • 962 views

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

    By Peter Gulia,   
    • 7 replies
    • 1.2k views

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

    By BG5150,
    • 1 reply
    • 513 views

  32. Guild plan

    By Bird,
    • 0 replies
    • 1.1k views

  33. Do recordkeepers get arbitration provisions?

    By Peter Gulia,   
    • 7 replies
    • 782 views

  34. Surviving divorced spouse of Railroad imployee

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

  35. Coverage question

    By BG5150,
    • 3 replies
    • 552 views

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

    By Dave Baker,
    • 0 replies
    • 487 views

  37. Restructuring

    By Belgarath,
    • 10 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 1 reply
    • 538 views

  39. Large loss/worthless asset

    By Chippy,
    • 5 replies
    • 682 views

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

    By RatherBeGolfing,
    • 0 replies
    • 431 views

  41. Deemed CODA in a P.A.?

    By BG5150,
    • 5 replies
    • 863 views

  42. ROBS Plans

    By Belgarath,
    • 23 replies
    • 5.4k views

  43. ERISA Crime Policy

    By bzorc,
    • 0 replies
    • 520 views

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

    By cheersmate,   
    • 5 replies
    • 1.4k views

  45. Annuity rollover into IRA correction

    By Kudos26,
    • 0 replies
    • 490 views

  46. Plan Disqualification?

    By katieinny,   
    • 1 reply
    • 561 views

  47. §4975(e)(2)(C)

    By Dalai Pookah,
    • 1 reply
    • 483 views

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

    By Peter Gulia,   
    • 6 replies
    • 971 views

  49. Conflicts of Interest with son as investment advisor

    By dmwe,
    • 2 replies
    • 795 views

  50. Free CE credits for ASPPA

    By cpc0506,
    • 2 replies
    • 4k views
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