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Retirement Plans in General

5,753 topics in this forum

  1. Compensation

    By thepensionmaven,
    • 7 replies
    • 1.7k views

  2. Loans for Hardship

    By msmith,
    • 14 replies
    • 1k views

  3. Firms that pay 20% Mandatory to Treasury

    By DPSRich,   
    • 3 replies
    • 540 views

  4. Are money purchase pension plans subject to 408(b)(2)?

    By Lori H,
    • 2 replies
    • 543 views

  5. Controlled Group?

    By Zoey,
    • 3 replies
    • 487 views

  6. 1099R for cash distribution and defaulted loan

    By Pammie57,
    • 3 replies
    • 920 views

  7. Union hours - eligibility and vesting

    By AMarie,
    • 3 replies
    • 2k views

  8. Benefit Rights and Features - controlled group

    By Uncle Jack,
    • 3 replies
    • 1.9k views

  9. Elective service crediting

    By Scuba 401,
    • 0 replies
    • 661 views

  10. DB Plan - IRS DL -- Risk Transfer Language Disclosure

    By rocknrolls2,
    • 0 replies
    • 480 views

  11. Adoption Agreement Request

    By pmacduff,
    • 1 reply
    • 431 views

  12. Plan eligibility again

    By ombskid,
    • 5 replies
    • 581 views

  13. To be or not to be a Controlled Group

    By RatherBeGolfing,
    • 3 replies
    • 422 views

  14. When is a Profit Sharing Plan no longer a Profit Sharing Plan?

    By 52626,
    • 1 reply
    • 426 views

  15. Non ERISA plan and fund change notice

    By 30Rock,
    • 4 replies
    • 927 views

  16. Eligible Rollover Distribution or NonPeriodic Payment

    By tax & coffee,
    • 4 replies
    • 1.1k views
    • GMK
    • GMK

  17. Average Benefits Test to pass coverage

    By BG5150,
    • 14 replies
    • 1.9k views

  18. Compensation question

    By BG5150,
    • 2 replies
    • 489 views

  19. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee,   
    • 0 replies
    • 782 views

  20. 1099 R Question

    By Pammie57,
    • 2 replies
    • 552 views

  21. Controlled group issues, related employers

    By dan.jock,
    • 6 replies
    • 1.3k views

  22. Plan Eligibility

    By coleboy,
    • 7 replies
    • 1.1k views

  23. Links to Prior Years' Form 5500, Schedules and Instructions

    By Dave Baker,   
    • 3 replies
    • 852 views

  24. Loss of Coverage during 1035 Exchange?

    By NexusBenefit,   
    • 0 replies
    • 382 views

  25. Profit Sharing Plan pays expenses of Cash Balance Plan..Issues?

    By jkharvey,
    • 6 replies
    • 869 views

  26. Election to defer 100% leaves no money for medical deductions

    By ERISA-Bubs,
    • 2 replies
    • 1.5k views

  27. Terminating a participant so they can take a distribution

    By Chippy,
    • 10 replies
    • 1.5k views
    • GMK
    • GMK

  28. Amendment to avoid audit

    By jmartin,
    • 5 replies
    • 1.3k views

  29. J&S percentage limit with large age differences

    By dan.jock,
    • 3 replies
    • 3k views

  30. compensation question

    By K2retire,
    • 3 replies
    • 795 views

  31. ASG - data request?

    By AlbanyConsultant,
    • 0 replies
    • 650 views

  32. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 897 views

  33. Rollover into plan from a non-USA retirement plan

    By Santo Gold,
    • 5 replies
    • 989 views

  34. DB and SEP for S-corp

    By Nouri,
    • 3 replies
    • 737 views

  35. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 563 views

  36. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 718 views

  37. Plan for a FA's company... PTE if the owner is the advisor?

    By AlbanyConsultant,
    • 2 replies
    • 585 views

  38. Small s.h. 401(k) going to arbitration, former employee requesting money

    By kwalified,   
    • 2 replies
    • 747 views

  39. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 821 views

  40. Controlled Group SH401k w Cross Testing, All Employers Covered

    By cheersmate,   
    • 0 replies
    • 797 views

  41. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 837 views

  42. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 751 views

  43. another RMD question

    By thepensionmaven,
    • 7 replies
    • 1.7k views

  44. Exclusion of prior service for Vesting for one of the combo plans

    By MLML,
    • 1 reply
    • 857 views

  45. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1k views

  46. Terminated Participant to pass 401(a)(4)- Vesting?

    By mefrancis1729,   
    • 3 replies
    • 1.9k views

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

    By cheersmate,   
    • 5 replies
    • 1.3k views

  48. Incidental Limits for Life Insurance in Profit Sharing Plan Exceeded. What to do?

    By PRS5500!,   
    • 10 replies
    • 2.9k views

  49. changing eligibility

    By Bird,
    • 14 replies
    • 2.6k views

  50. Is Amendment under HATFA for Section 436 Restriction Required?

    By rocknrolls2,
    • 2 replies
    • 1.3k views
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