Retirement Plans in General

5,840 topics in this forum

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

   By BG5150, April 20, 2017
   • 11 replies
   • 1.3k views
   • 
   • RatherBeGolfing
   • April 21, 2017

2. Small Controlled Group with PSP/DB plan

   By Lori H, April 17, 2017
   • 3 replies
   • 1.2k views
   • 
   • Lori H
   • April 19, 2017

3. HCE for 2017?

   By Earl, April 14, 2017
   • 2 replies
   • 1.2k views
   • 
   • duckthing
   • April 14, 2017

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

   By Peter Gulia, April 11, 2017   

   • 401(a)(9)
   • 7 replies
   • 1.4k views
   • 
   • Mike Preston
   • April 13, 2017

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

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

6. Guild plan

   By Bird, April 7, 2017
   • 0 replies
   • 1.3k views
   • 
   • Bird
   • April 7, 2017

7. Do recordkeepers get arbitration provisions?

   By Peter Gulia, April 5, 2017   

   • service agreement; remedies; arbitration
   • 7 replies
   • 1k views
   • 
   • Doghouse
   • April 6, 2017

8. Surviving divorced spouse of Railroad imployee

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

9. Coverage question

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

10. 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
    • 559 views
    • 
    • Dave Baker
    • April 4, 2017

11. Restructuring

    By Belgarath, March 31, 2017
    • 10 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 4, 2017

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

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

13. Large loss/worthless asset

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

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

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

15. Deemed CODA in a P.A.?

    By BG5150, March 30, 2017
    • 5 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 30, 2017

16. ROBS Plans

    By Belgarath, March 10, 2017
    • 23 replies
    • 6k views
    • 
    • Peter Gulia
    • March 30, 2017

17. ERISA Crime Policy

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

18. 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
    • 1.6k views
    • 
    • Mike Preston
    • March 27, 2017

19. Annuity rollover into IRA correction

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

20. Plan Disqualification?

    By katieinny, March 22, 2017   

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

21. §4975(e)(2)(C)

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

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

    By Peter Gulia, March 17, 2017   

    • erisa; fiduciary; rollover; ira
    • 6 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • March 18, 2017

23. Conflicts of Interest with son as investment advisor

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

24. Free CE credits for ASPPA

    By cpc0506, March 16, 2017
    • 2 replies
    • 4.2k views
    • 
    • Gadgetfreak
    • March 17, 2017

25. Top Heavy and Changes in Controlled Group

    By PensionPro, March 13, 2017
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 16, 2017

26. Deductibility of PS and mid-year entrant comp

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

27. plan limits

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

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

    By AlbanyConsultant, March 13, 2017
    • 4 replies
    • 3.5k views
    • 
    • MoJo
    • March 13, 2017

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

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

30. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 8k views
    • 
    • Kevin C
    • March 10, 2017

31. PYE Feb 28. Leap Year?

    By BG5150, March 9, 2017
    • 12 replies
    • 2.2k views
    • 
    • NJ Mike
    • March 10, 2017

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

    By rocknrolls2, March 8, 2017
    • 5 replies
    • 1.3k views
    • 
    • My 2 cents
    • March 9, 2017

33. Are Trust EIN's required?

    By Lori H, March 8, 2017   

    • one person db start up
    • 3 replies
    • 1.2k views
    • 
    • shERPA
    • March 8, 2017

34. Return of non-deductible contributions

    By dan.jock, March 7, 2017
    • 2 replies
    • 1.4k views
    • 
    • CuseFan
    • March 8, 2017

35. Nonprofit Contribution

    By nancy, March 7, 2017
    • 5 replies
    • 1k views
    • 
    • Peter Gulia
    • March 8, 2017

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

    By Belgarath, March 7, 2017
    • 1 reply
    • 665 views
    • 
    • Tom Poje
    • March 7, 2017

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

    By RatherBeGolfing, March 1, 2017
    • 1 reply
    • 551 views
    • 
    • Peter Gulia
    • March 1, 2017

38. 1099R filing date with IRS

    By thepensionmaven, February 28, 2017
    • 1 reply
    • 736 views
    • 
    • RatherBeGolfing
    • March 1, 2017

39. New owner of plan sponsor is a sovereign nation

    By K2retire, February 24, 2017
    • 1 reply
    • 752 views
    • 
    • Bill Presson
    • February 24, 2017

40. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro, February 16, 2017
    • 6 replies
    • 4.1k views
    • 
    • PensionPro
    • February 23, 2017

41. Withholding on Distributions to Qualified Trusts

    By BeccaERISA, February 22, 2017   

    • withholding
    • trust
    • 0 replies
    • 1.2k views
    • 
    • BeccaERISA
    • February 22, 2017

42. Earned income calculation

    By RatherBeGolfing, February 6, 2017
    • 18 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 17, 2017

43. Leased Employee Question

    By Dougsbpc, February 12, 2017
    • 1 reply
    • 1k views
    • 
    • sklappy584
    • February 15, 2017

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

    By Earl, February 14, 2017
    • 2 replies
    • 688 views
    • 
    • ETA Consulting LLC
    • February 15, 2017

45. Business purchased, purchase price paid through payroll

    By Belgarath, February 14, 2017
    • 5 replies
    • 851 views
    • 
    • Belgarath
    • February 14, 2017

46. Split Dollar arrangements and 401(k)

    By Belgarath, February 14, 2017
    • 0 replies
    • 860 views
    • 
    • Belgarath
    • February 14, 2017

47. Company sold division - year end profit share question

    By pmacduff, February 9, 2017
    • 2 replies
    • 830 views
    • 
    • K2
    • February 10, 2017

48. Lump Sum Distribution - Employer Securities

    By Buckoosier, February 9, 2017
    • 1 reply
    • 710 views
    • 
    • david rigby
    • February 9, 2017

49. Trump to halt fiduciary rule

    By Tom Poje, February 3, 2017
    • 17 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • February 9, 2017

50. Only owner deferred

    By Cynchbeast, January 20, 2016
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 9, 2017