Retirement Plans in General

5,824 topics in this forum

1. ERISA Crime Policy

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

2. 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
   • 1.5k views
   • 
   • Mike Preston
   • March 27, 2017

3. Annuity rollover into IRA correction

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

4. Plan Disqualification?

   By katieinny, March 22, 2017   

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

5. §4975(e)(2)(C)

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

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

   By Peter Gulia, March 17, 2017   

   • erisa; fiduciary; rollover; ira
   • 6 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • March 18, 2017

7. Conflicts of Interest with son as investment advisor

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

8. Free CE credits for ASPPA

   By cpc0506, March 16, 2017
   • 2 replies
   • 4.1k views
   • 
   • Gadgetfreak
   • March 17, 2017

9. Top Heavy and Changes in Controlled Group

   By PensionPro, March 13, 2017
   • 3 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • March 16, 2017

10. Deductibility of PS and mid-year entrant comp

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

11. plan limits

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

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

    By AlbanyConsultant, March 13, 2017
    • 4 replies
    • 3.3k views
    • 
    • MoJo
    • March 13, 2017

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

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

14. Guaranteed payments to a partner

    By Belgarath, March 9, 2017
    • 3 replies
    • 7.7k views
    • 
    • Kevin C
    • March 10, 2017

15. PYE Feb 28. Leap Year?

    By BG5150, March 9, 2017
    • 12 replies
    • 2k views
    • 
    • NJ Mike
    • March 10, 2017

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

    By rocknrolls2, March 8, 2017
    • 5 replies
    • 1.1k views
    • 
    • My 2 cents
    • March 9, 2017

17. Are Trust EIN's required?

    By Lori H, March 8, 2017   

    • one person db start up
    • 3 replies
    • 1.1k views
    • 
    • shERPA
    • March 8, 2017

18. Return of non-deductible contributions

    By dan.jock, March 7, 2017
    • 2 replies
    • 1.3k views
    • 
    • CuseFan
    • March 8, 2017

19. Nonprofit Contribution

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

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

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

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

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

22. 1099R filing date with IRS

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

23. New owner of plan sponsor is a sovereign nation

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

24. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro, February 16, 2017
    • 6 replies
    • 3.8k views
    • 
    • PensionPro
    • February 23, 2017

25. Withholding on Distributions to Qualified Trusts

    By BeccaERISA, February 22, 2017   

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

26. Earned income calculation

    By RatherBeGolfing, February 6, 2017
    • 18 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 17, 2017

27. Leased Employee Question

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

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

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

29. Business purchased, purchase price paid through payroll

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

30. Split Dollar arrangements and 401(k)

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

31. Company sold division - year end profit share question

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

32. Lump Sum Distribution - Employer Securities

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

33. Trump to halt fiduciary rule

    By Tom Poje, February 3, 2017
    • 17 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • February 9, 2017

34. Only owner deferred

    By Cynchbeast, January 20, 2016
    • 8 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 9, 2017

35. Three Partners, one wants a 401(k) Plan

    By pjbaer, February 6, 2017   

    • simple plan
    • 401(k) plan
    • 2 replies
    • 724 views
    • 
    • pjbaer
    • February 8, 2017

36. ASG, Common Law Employee or Multiple Employer

    By Zoey, February 8, 2017
    • 0 replies
    • 631 views
    • 
    • Zoey
    • February 8, 2017

37. Pay with no hours

    By Cynchbeast, February 7, 2017
    • 8 replies
    • 1.9k views
    • 
    • BG5150
    • February 8, 2017

38. TH Test Balance question

    By BG5150, February 7, 2017
    • 6 replies
    • 687 views
    • 
    • Belgarath
    • February 8, 2017

39. 1099 for QDRO

    By thepensionmaven, February 6, 2017   

    • qdro
    • 3 replies
    • 2.5k views
    • 
    • CMarkB
    • February 6, 2017

40. Limited partner

    By cpc0506, February 6, 2017   

    • earned income
    • 0 replies
    • 619 views
    • 
    • cpc0506
    • February 6, 2017

41. Loans for Hardship

    By msmith, January 31, 2017
    • 14 replies
    • 1.3k views
    • 
    • msmith
    • February 3, 2017

42. Compensation

    By thepensionmaven, January 31, 2017
    • 7 replies
    • 2.3k views
    • 
    • QDROphile
    • February 2, 2017

43. Controlled group? ASG?

    By ombskid, February 1, 2017
    • 1 reply
    • 649 views
    • 
    • Calavera
    • February 1, 2017

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

    By Lori H, January 27, 2017
    • 2 replies
    • 705 views
    • 
    • Lori H
    • January 31, 2017

45. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

    • withholding
    • 3 replies
    • 708 views
    • 
    • DPSRich
    • January 31, 2017

46. Benefit Rights and Features - controlled group

    By Uncle Jack, January 24, 2017
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 30, 2017

47. Compensation question

    By BG5150, January 16, 2017
    • 2 replies
    • 686 views
    • 
    • rocknrolls2
    • January 30, 2017

48. Controlled Group?

    By Zoey, January 27, 2017
    • 3 replies
    • 666 views
    • 
    • RatherBeGolfing
    • January 27, 2017

49. Union hours - eligibility and vesting

    By AMarie, January 26, 2017
    • 3 replies
    • 2.5k views
    • 
    • AMarie
    • January 27, 2017

50. 1099R for cash distribution and defaulted loan

    By Pammie57, January 26, 2017
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • January 27, 2017