Retirement Plans in General

5,811 topics in this forum

1. 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
   • 688 views
   • 
   • jpod
   • May 31, 2017

2. 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
   • 1.3k views
   • 
   • BG5150
   • May 30, 2017

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

   By Guest Kelly R, April 3, 1999
   • 6 replies
   • 3.5k views
   • 
   • My 2 cents
   • May 30, 2017

4. Independent Auditor's Report

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

5. Beneficiary and RMD rules

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

6. TEFRA CARD

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

7. Forfeitures and plan termination

   By Cynchbeast, May 12, 2017
   • 4 replies
   • 1.7k views
   • 
   • Bird
   • May 26, 2017

8. RMD and EPCRS

   By AAS2, May 23, 2017   

   • correction
   • minimum distribution
   • 6 replies
   • 1.8k views
   • 
   • CuseFan
   • May 24, 2017

9. Cash out under $200

   By Cynchbeast, May 18, 2017
   • 6 replies
   • 2.8k views
   • 
   • david rigby
   • May 19, 2017

10. Indexed limits

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

11. Prohibited Transaction?

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

12. Beneficiary

    By Soundbc1, May 11, 2017
    • 6 replies
    • 1.3k views
    • 
    • Soundbc1
    • May 12, 2017

13. Predecessor service, rehires, mergers and acquisitons

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

14. Attribution of stock ownership

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

15. Correction of pro-rata PS formula

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

16. 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
    • 1.9k views
    • 
    • david rigby
    • May 4, 2017

17. 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
    • 1.4k views
    • 
    • Peter Gulia
    • May 3, 2017

18. Deductibility of Contributions

    By 401_noob, May 2, 2017   

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

19. Transaction between plans of same employer

    By Earl, April 25, 2017
    • 15 replies
    • 1.4k views
    • 
    • jpod
    • April 27, 2017

20. California Retirement Specialists

    By RGiannini, April 21, 2017   

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

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

    By BG5150, April 20, 2017
    • 11 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • April 21, 2017

22. Small Controlled Group with PSP/DB plan

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

23. HCE for 2017?

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

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

    By Peter Gulia, April 11, 2017   

    • 401(a)(9)
    • 7 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 13, 2017

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

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

26. Guild plan

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

27. Do recordkeepers get arbitration provisions?

    By Peter Gulia, April 5, 2017   

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

28. Surviving divorced spouse of Railroad imployee

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

29. Coverage question

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

30. 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
    • 475 views
    • 
    • Dave Baker
    • April 4, 2017

31. Restructuring

    By Belgarath, March 31, 2017
    • 10 replies
    • 1.1k views
    • 
    • Tom Poje
    • April 4, 2017

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

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

33. Large loss/worthless asset

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

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

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

35. Deemed CODA in a P.A.?

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

36. ROBS Plans

    By Belgarath, March 10, 2017
    • 23 replies
    • 5.1k views
    • 
    • Peter Gulia
    • March 30, 2017

37. ERISA Crime Policy

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

38. 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
    • 1.4k views
    • 
    • Mike Preston
    • March 27, 2017

39. Annuity rollover into IRA correction

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

40. Plan Disqualification?

    By katieinny, March 22, 2017   

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

41. §4975(e)(2)(C)

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

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

    By Peter Gulia, March 17, 2017   

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

43. Conflicts of Interest with son as investment advisor

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

44. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 4k views
    • 
    • Gadgetfreak
    • March 17, 2017

45. Top Heavy and Changes in Controlled Group

    By PensionPro, March 13, 2017
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 16, 2017

46. Deductibility of PS and mid-year entrant comp

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

47. plan limits

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

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

    By AlbanyConsultant, March 13, 2017
    • 4 replies
    • 3.1k views
    • 
    • MoJo
    • March 13, 2017

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

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

50. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 6.3k views
    • 
    • Kevin C
    • March 10, 2017