Retirement Plans in General

5,819 topics in this forum

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

   By Peter Gulia, March 17, 2017   

   • erisa; fiduciary; rollover; ira
   • 6 replies
   • 1k views
   • 
   • RatherBeGolfing
   • March 18, 2017

2. Conflicts of Interest with son as investment advisor

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

3. Free CE credits for ASPPA

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

4. Top Heavy and Changes in Controlled Group

   By PensionPro, March 13, 2017
   • 3 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • March 16, 2017

5. Deductibility of PS and mid-year entrant comp

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

6. plan limits

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

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

   By AlbanyConsultant, March 13, 2017
   • 4 replies
   • 3.2k views
   • 
   • MoJo
   • March 13, 2017

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

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

9. Guaranteed payments to a partner

   By Belgarath, March 9, 2017
   • 3 replies
   • 7.6k views
   • 
   • Kevin C
   • March 10, 2017

10. PYE Feb 28. Leap Year?

    By BG5150, March 9, 2017
    • 12 replies
    • 1.9k views
    • 
    • NJ Mike
    • March 10, 2017

11. 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

12. 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

13. Return of non-deductible contributions

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

14. Nonprofit Contribution

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

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

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

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

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

17. 1099R filing date with IRS

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

18. New owner of plan sponsor is a sovereign nation

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

19. 401(k) Eligibility of Certain Resident Aliens Receiving W-2

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

20. Withholding on Distributions to Qualified Trusts

    By BeccaERISA, February 22, 2017   

    • withholding
    • trust
    • 0 replies
    • 1.1k views
    • 
    • BeccaERISA
    • February 22, 2017

21. Earned income calculation

    By RatherBeGolfing, February 6, 2017
    • 18 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 17, 2017

22. Leased Employee Question

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

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

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

24. Business purchased, purchase price paid through payroll

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

25. Split Dollar arrangements and 401(k)

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

26. Company sold division - year end profit share question

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

27. Lump Sum Distribution - Employer Securities

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

28. Trump to halt fiduciary rule

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

29. Only owner deferred

    By Cynchbeast, January 20, 2016
    • 8 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 9, 2017

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

    By pjbaer, February 6, 2017   

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

31. ASG, Common Law Employee or Multiple Employer

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

32. Pay with no hours

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

33. TH Test Balance question

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

34. 1099 for QDRO

    By thepensionmaven, February 6, 2017   

    • qdro
    • 3 replies
    • 2.4k views
    • 
    • CMarkB
    • February 6, 2017

35. Limited partner

    By cpc0506, February 6, 2017   

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

36. Loans for Hardship

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

37. Compensation

    By thepensionmaven, January 31, 2017
    • 7 replies
    • 2.2k views
    • 
    • QDROphile
    • February 2, 2017

38. Controlled group? ASG?

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

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

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

40. Firms that pay 20% Mandatory to Treasury

    By DPSRich, January 30, 2017   

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

41. Benefit Rights and Features - controlled group

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

42. Compensation question

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

43. Controlled Group?

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

44. Union hours - eligibility and vesting

    By AMarie, January 26, 2017
    • 3 replies
    • 2.4k views
    • 
    • AMarie
    • January 27, 2017

45. 1099R for cash distribution and defaulted loan

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

46. Elective service crediting

    By Scuba 401, January 20, 2017
    • 0 replies
    • 748 views
    • 
    • Scuba 401
    • January 20, 2017

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

    By rocknrolls2, January 19, 2017
    • 0 replies
    • 581 views
    • 
    • rocknrolls2
    • January 19, 2017

48. Adoption Agreement Request

    By pmacduff, January 18, 2017
    • 1 reply
    • 514 views
    • 
    • hr for me
    • January 18, 2017

49. Eligible Rollover Distribution or NonPeriodic Payment

    By tax & coffee, January 17, 2017
    • 4 replies
    • 1.4k views
    • 
    • GMK
    • January 18, 2017

50. Plan eligibility again

    By ombskid, January 18, 2017
    • 5 replies
    • 733 views
    • 
    • ombskid
    • January 18, 2017