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Retirement Plans in General

5,849 topics in this forum

  1. Beneficiary

    By Soundbc1,
    • 6 replies
    • 1.7k views

  2. Predecessor service, rehires, mergers and acquisitons

    By R. Butler,
    • 1 reply
    • 728 views
    • K2
    • K2

  3. Attribution of stock ownership

    By cathyw,
    • 1 reply
    • 562 views

  4. Correction of pro-rata PS formula

    By Cynchbeast,
    • 4 replies
    • 1k views

  5. Attribution of Ownership to Minor Children

    By ERISA1,   
    • 6 replies
    • 2.6k views

  6. Must a plan’s administrator reevaluate the employer’s decision about who is or isn’t an employee?

    By Peter Gulia,   
    • 11 replies
    • 2k views

  7. Deductibility of Contributions

    By 401_noob,   
    • 2 replies
    • 789 views

  8. Transaction between plans of same employer

    By Earl,
    • 15 replies
    • 1.9k views

  9. California Retirement Specialists

    By RGiannini,   
    • 0 replies
    • 662 views

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

    By BG5150,
    • 11 replies
    • 1.6k views

  11. Small Controlled Group with PSP/DB plan

    By Lori H,
    • 3 replies
    • 1.3k views

  12. HCE for 2017?

    By Earl,
    • 2 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 7 replies
    • 1.5k views

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

    By BG5150,
    • 1 reply
    • 706 views

  15. Guild plan

    By Bird,
    • 0 replies
    • 1.4k views

  16. Do recordkeepers get arbitration provisions?

    By Peter Gulia,   
    • 7 replies
    • 1.1k views

  17. Surviving divorced spouse of Railroad imployee

    By Jo. Hastings-Bineault,
    • 2 replies
    • 843 views

  18. Coverage question

    By BG5150,
    • 3 replies
    • 854 views

  19. Text of 60-Day Extension of Applicability Date for Final DOL Fiduciary Rule and Related Class Exemptions

    By Dave Baker,
    • 0 replies
    • 596 views

  20. Restructuring

    By Belgarath,
    • 10 replies
    • 1.6k views

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

    By AlbanyConsultant,
    • 1 reply
    • 879 views

  22. Large loss/worthless asset

    By Chippy,
    • 5 replies
    • 1k views

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

    By RatherBeGolfing,
    • 0 replies
    • 577 views

  24. Deemed CODA in a P.A.?

    By BG5150,
    • 5 replies
    • 1.3k views

  25. ROBS Plans

    By Belgarath,
    • 23 replies
    • 6.4k views

  26. ERISA Crime Policy

    By bzorc,
    • 0 replies
    • 675 views

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

    By cheersmate,   
    • 5 replies
    • 1.7k views

  28. Annuity rollover into IRA correction

    By Kudos26,
    • 0 replies
    • 698 views

  29. Plan Disqualification?

    By katieinny,   
    • 1 reply
    • 878 views

  30. §4975(e)(2)(C)

    By Dalai Pookah,
    • 1 reply
    • 716 views

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

    By Peter Gulia,   
    • 6 replies
    • 1.4k views

  32. Conflicts of Interest with son as investment advisor

    By dmwe,
    • 2 replies
    • 1.1k views

  33. Free CE credits for ASPPA

    By cpc0506,
    • 2 replies
    • 4.4k views

  34. Top Heavy and Changes in Controlled Group

    By PensionPro,
    • 3 replies
    • 1.6k views

  35. Deductibility of PS and mid-year entrant comp

    By BG5150,
    • 2 replies
    • 1k views

  36. plan limits

    By Tom Poje,
    • 1 reply
    • 863 views

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

    By AlbanyConsultant,
    • 4 replies
    • 3.7k views

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

    By Flyboyjohn,
    • 2 replies
    • 1k views

  39. Guaranteed payments to a partner

    By Belgarath,
    • 3 replies
    • 8.3k views

  40. PYE Feb 28. Leap Year?

    By BG5150,
    • 12 replies
    • 2.3k views

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

    By rocknrolls2,
    • 5 replies
    • 1.5k views

  42. Are Trust EIN's required?

    By Lori H,   
    • 3 replies
    • 1.4k views

  43. Return of non-deductible contributions

    By dan.jock,
    • 2 replies
    • 1.5k views

  44. Nonprofit Contribution

    By nancy,
    • 5 replies
    • 1.1k views

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

    By Belgarath,
    • 1 reply
    • 721 views

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

    By RatherBeGolfing,
    • 1 reply
    • 619 views

  47. 1099R filing date with IRS

    By thepensionmaven,
    • 1 reply
    • 899 views

  48. New owner of plan sponsor is a sovereign nation

    By K2retire,
    • 1 reply
    • 832 views

  49. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

    By PensionPro,
    • 6 replies
    • 4.3k views

  50. Withholding on Distributions to Qualified Trusts

    By BeccaERISA,   
    • 0 replies
    • 1.4k views
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