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Retirement Plans in General

5,772 topics in this forum

  1. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 909 views

  2. Rollover into plan from a non-USA retirement plan

    By Santo Gold,
    • 5 replies
    • 1k views

  3. DB and SEP for S-corp

    By Nouri,
    • 3 replies
    • 752 views

  4. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 575 views

  5. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 731 views

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

    By AlbanyConsultant,
    • 2 replies
    • 598 views

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

    By kwalified,   
    • 2 replies
    • 759 views

  8. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 854 views

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

    By cheersmate,   
    • 0 replies
    • 813 views

  10. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 848 views

  11. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 761 views

  12. another RMD question

    By thepensionmaven,
    • 7 replies
    • 1.7k views

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

    By MLML,
    • 1 reply
    • 869 views

  14. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1k views

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

    By mefrancis1729,   
    • 3 replies
    • 1.9k views

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

    By cheersmate,   
    • 5 replies
    • 1.3k views

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

    By PRS5500!,   
    • 10 replies
    • 2.9k views

  18. changing eligibility

    By Bird,
    • 14 replies
    • 2.6k views

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

    By rocknrolls2,
    • 2 replies
    • 1.3k views

  20. cross testing the last deposit

    By AlbanyConsultant,
    • 6 replies
    • 821 views

  21. Life Insurance - Question

    By caryn22359,
    • 3 replies
    • 1.7k views

  22. Rate Group Testing

    By jpod,
    • 4 replies
    • 1.1k views

  23. "Routine" DOL review

    By Belgarath,
    • 8 replies
    • 1.2k views

  24. Vesting Question

    By Dougsbpc,
    • 8 replies
    • 1.4k views

  25. Wrong EIN for plan sponsor

    By Cynchbeast,
    • 0 replies
    • 822 views

  26. life insurance in profit sharing plan

    By Scuba 401,
    • 1 reply
    • 630 views

  27. Is this an ERISA Plan?

    By ERISA-Bubs,
    • 1 reply
    • 623 views

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

    By katiejoseph,
    • 3 replies
    • 1.6k views

  29. mutual fund investments in plans

    By Scuba 401,
    • 5 replies
    • 669 views

  30. Business dissolving

    By Belgarath,
    • 14 replies
    • 1.6k views

  31. Controlled Group

    By Belgarath,
    • 4 replies
    • 820 views

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

    By Bird,
    • 14 replies
    • 1.7k views

  33. QDRO payout dispute

    By Pension RC,
    • 4 replies
    • 1.4k views

  34. Loan-Out Company

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

  35. New Requirements for Plans???

    By Below Ground,   
    • 6 replies
    • 1.3k views

  36. MEP

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  37. New Company Starts Plan

    By Earl,   
    • 3 replies
    • 855 views

  38. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16,   
    • 5 replies
    • 3.5k views

  39. corporate year different than plan year

    By gregburst,   
    • 7 replies
    • 2.2k views

  40. Sensitivity analysis of pension plan liability

    By Brad Jacobs,
    • 2 replies
    • 1k views

  41. Effective Date of new Plan

    By Hokielady,
    • 5 replies
    • 2.6k views

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

    By rocknrolls2,
    • 2 replies
    • 703 views

  43. Statute of limitations on plan audits

    By SoCalActuary,   
    • 5 replies
    • 1.5k views

  44. plan but no employer

    By Earl,
    • 28 replies
    • 2k views
    • Earl
    • Earl

  45. new limits

    By Tom Poje,
    • 11 replies
    • 1.9k views

  46. Existing PSP rules and regulations with Sister companies

    By PA.Trenton,   
    • 2 replies
    • 748 views

  47. Sep Calendar year overlaps fiscal year of new plan

    By Belgarath,
    • 0 replies
    • 540 views

  48. Roth deferrals mid-year. Should participants submit updated deferral agreements?

    By Pat Crum,   
    • 1 reply
    • 744 views

  49. retirement distribution after divorce and remarriage

    By mxc,
    • 2 replies
    • 4.2k views

  50. Family attribution question

    By Cynchbeast,
    • 3 replies
    • 965 views
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