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Retirement Plans in General

5,753 topics in this forum

  1. J&S percentage limit with large age differences

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

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

    By rocknrolls2,
    • 2 replies
    • 1.3k views

  3. ASG - data request?

    By AlbanyConsultant,
    • 0 replies
    • 650 views

  4. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 897 views

  5. Violating 25% deductibiltiy limit--remedy?

    By BG5150,
    • 10 replies
    • 1.5k views

  6. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 718 views

  7. DB and SEP for S-corp

    By Nouri,
    • 3 replies
    • 737 views

  8. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 563 views

  9. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 821 views

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

    By AlbanyConsultant,
    • 2 replies
    • 584 views

  11. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 837 views

  12. another RMD question

    By thepensionmaven,
    • 7 replies
    • 1.7k views

  13. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 751 views

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

    By kwalified,   
    • 2 replies
    • 747 views

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

    By MLML,
    • 1 reply
    • 856 views

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

    By cheersmate,   
    • 0 replies
    • 797 views

  17. cross testing the last deposit

    By AlbanyConsultant,
    • 6 replies
    • 808 views

  18. changing eligibility

    By Bird,
    • 14 replies
    • 2.6k views

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

    By mefrancis1729,   
    • 3 replies
    • 1.9k views

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

    By PRS5500!,   
    • 10 replies
    • 2.9k views

  21. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1k views

  22. Life Insurance - Question

    By caryn22359,
    • 3 replies
    • 1.6k views

  23. IRS Audit at the TPA's office

    By mwyatt,
    • 14 replies
    • 2.5k views

  24. "Routine" DOL review

    By Belgarath,
    • 8 replies
    • 1.2k views

  25. Vesting Question

    By Dougsbpc,
    • 8 replies
    • 1.4k views

  26. Rate Group Testing

    By jpod,
    • 4 replies
    • 1.1k views

  27. Wrong EIN for plan sponsor

    By Cynchbeast,
    • 0 replies
    • 813 views

  28. life insurance in profit sharing plan

    By Scuba 401,
    • 1 reply
    • 623 views

  29. Is this an ERISA Plan?

    By ERISA-Bubs,
    • 1 reply
    • 614 views

  30. ADP - the company not the test...but the test too...

    By Bird,
    • 14 replies
    • 1.6k views

  31. Service crediting in successor plans - 1.411(a)-5(b)(3)(v)

    By katiejoseph,
    • 3 replies
    • 1.6k views

  32. Business dissolving

    By Belgarath,
    • 14 replies
    • 1.6k views

  33. mutual fund investments in plans

    By Scuba 401,
    • 5 replies
    • 658 views

  34. Controlled Group

    By Belgarath,
    • 4 replies
    • 808 views

  35. Plan termination - assets returned to plan sponsor

    By cpc0506,
    • 6 replies
    • 1.5k views

  36. new limits

    By Tom Poje,
    • 11 replies
    • 1.8k views

  37. QDRO payout dispute

    By Pension RC,
    • 4 replies
    • 1.4k views

  38. Loan-Out Company

    By §#$%!,
    • 2 replies
    • 942 views

  39. New Requirements for Plans???

    By Below Ground,   
    • 6 replies
    • 1.3k views

  40. MEP

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  41. New Company Starts Plan

    By Earl,   
    • 3 replies
    • 843 views

  42. resident alien?

    By AlbanyConsultant,
    • 15 replies
    • 3.6k views

  43. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16,   
    • 5 replies
    • 3.5k views

  44. corporate year different than plan year

    By gregburst,   
    • 7 replies
    • 2.1k views

  45. Sensitivity analysis of pension plan liability

    By Brad Jacobs,
    • 2 replies
    • 1k views

  46. Effective Date of new Plan

    By Hokielady,
    • 5 replies
    • 2.5k views

  47. Alternative Methods for Determining Fees in Lieu of Revenue Sharing

    By rocknrolls2,
    • 2 replies
    • 691 views

  48. Statute of limitations on plan audits

    By SoCalActuary,   
    • 5 replies
    • 1.4k views

  49. "Retirement Loan Eraser??!!" - How/what?

    By SFSD,
    • 12 replies
    • 3k views
    • MoJo
    • MoJo

  50. vesting credit

    By Guest gwj57,
    • 10 replies
    • 3.5k views
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