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Retirement Plans in General

5,781 topics in this forum

  1. Firms that pay 20% Mandatory to Treasury

    By DPSRich,   
    • 3 replies
    • 557 views

  2. Benefit Rights and Features - controlled group

    By Uncle Jack,
    • 3 replies
    • 2k views

  3. Compensation question

    By BG5150,
    • 2 replies
    • 504 views

  4. Controlled Group?

    By Zoey,
    • 3 replies
    • 507 views

  5. Union hours - eligibility and vesting

    By AMarie,
    • 3 replies
    • 2.1k views

  6. 1099R for cash distribution and defaulted loan

    By Pammie57,
    • 3 replies
    • 939 views

  7. Elective service crediting

    By Scuba 401,
    • 0 replies
    • 673 views

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

    By rocknrolls2,
    • 0 replies
    • 498 views

  9. Adoption Agreement Request

    By pmacduff,
    • 1 reply
    • 444 views

  10. Eligible Rollover Distribution or NonPeriodic Payment

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

  11. Plan eligibility again

    By ombskid,
    • 5 replies
    • 599 views

  12. To be or not to be a Controlled Group

    By RatherBeGolfing,
    • 3 replies
    • 458 views

  13. Average Benefits Test to pass coverage

    By BG5150,
    • 14 replies
    • 2k views

  14. Non ERISA plan and fund change notice

    By 30Rock,
    • 4 replies
    • 952 views

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

    By 52626,
    • 1 reply
    • 441 views

  16. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee,   
    • 0 replies
    • 819 views

  17. 1099 R Question

    By Pammie57,
    • 2 replies
    • 569 views

  18. Controlled group issues, related employers

    By dan.jock,
    • 6 replies
    • 1.4k views

  19. Plan Eligibility

    By coleboy,
    • 7 replies
    • 1.1k views

  20. Self-employment compensation calculation

    By BG5150,
    • 28 replies
    • 3.1k views

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

    By Dave Baker,   
    • 3 replies
    • 904 views

  22. Loss of Coverage during 1035 Exchange?

    By NexusBenefit,   
    • 0 replies
    • 409 views

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

    By jkharvey,
    • 6 replies
    • 889 views

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

    By ERISA-Bubs,
    • 2 replies
    • 1.6k views

  25. Terminating a participant so they can take a distribution

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

  26. Amendment to avoid audit

    By jmartin,
    • 5 replies
    • 1.3k views

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

    By Santo Gold,
    • 5 replies
    • 1.1k views

  28. compensation question

    By K2retire,
    • 3 replies
    • 814 views

  29. J&S percentage limit with large age differences

    By dan.jock,
    • 3 replies
    • 3.1k views

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

    By rocknrolls2,
    • 2 replies
    • 1.3k views

  31. ASG - data request?

    By AlbanyConsultant,
    • 0 replies
    • 668 views

  32. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 916 views

  33. Violating 25% deductibiltiy limit--remedy?

    By BG5150,
    • 10 replies
    • 1.6k views

  34. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 735 views

  35. DB and SEP for S-corp

    By Nouri,
    • 3 replies
    • 759 views

  36. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 584 views

  37. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 859 views

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

    By AlbanyConsultant,
    • 2 replies
    • 601 views

  39. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 856 views

  40. another RMD question

    By thepensionmaven,
    • 7 replies
    • 1.7k views

  41. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 771 views

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

    By kwalified,   
    • 2 replies
    • 768 views

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

    By MLML,
    • 1 reply
    • 876 views

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

    By cheersmate,   
    • 0 replies
    • 818 views

  45. cross testing the last deposit

    By AlbanyConsultant,
    • 6 replies
    • 831 views

  46. changing eligibility

    By Bird,
    • 14 replies
    • 2.6k views

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

    By mefrancis1729,   
    • 3 replies
    • 1.9k views

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

    By PRS5500!,   
    • 10 replies
    • 3k views

  49. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1k views

  50. Life Insurance - Question

    By caryn22359,
    • 3 replies
    • 1.7k views
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