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Retirement Plans in General

5,796 topics in this forum

  1. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 593 views

  2. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 872 views

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

    By AlbanyConsultant,
    • 2 replies
    • 618 views

  4. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 868 views

  5. another RMD question

    By thepensionmaven,
    • 7 replies
    • 1.8k views

  6. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 783 views

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

    By kwalified,   
    • 2 replies
    • 798 views

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

    By MLML,
    • 1 reply
    • 887 views

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

    By cheersmate,   
    • 0 replies
    • 831 views

  10. cross testing the last deposit

    By AlbanyConsultant,
    • 6 replies
    • 851 views

  11. changing eligibility

    By Bird,
    • 14 replies
    • 2.7k views

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

    By mefrancis1729,   
    • 3 replies
    • 2k views

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

    By PRS5500!,   
    • 10 replies
    • 3k views

  14. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1k views

  15. Life Insurance - Question

    By caryn22359,
    • 3 replies
    • 1.7k views

  16. IRS Audit at the TPA's office

    By mwyatt,
    • 14 replies
    • 2.6k views

  17. "Routine" DOL review

    By Belgarath,
    • 8 replies
    • 1.3k views

  18. Vesting Question

    By Dougsbpc,
    • 8 replies
    • 1.5k views

  19. Rate Group Testing

    By jpod,
    • 4 replies
    • 1.2k views

  20. Wrong EIN for plan sponsor

    By Cynchbeast,
    • 0 replies
    • 844 views

  21. life insurance in profit sharing plan

    By Scuba 401,
    • 1 reply
    • 647 views

  22. Is this an ERISA Plan?

    By ERISA-Bubs,
    • 1 reply
    • 643 views

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

    By Bird,
    • 14 replies
    • 1.8k views

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

    By katiejoseph,
    • 3 replies
    • 1.7k views

  25. Business dissolving

    By Belgarath,
    • 14 replies
    • 1.6k views

  26. mutual fund investments in plans

    By Scuba 401,
    • 5 replies
    • 699 views

  27. Controlled Group

    By Belgarath,
    • 4 replies
    • 843 views

  28. Plan termination - assets returned to plan sponsor

    By cpc0506,
    • 6 replies
    • 1.5k views

  29. new limits

    By Tom Poje,
    • 11 replies
    • 1.9k views

  30. QDRO payout dispute

    By Pension RC,
    • 4 replies
    • 1.4k views

  31. Loan-Out Company

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

  32. New Requirements for Plans???

    By Below Ground,   
    • 6 replies
    • 1.3k views

  33. MEP

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  34. New Company Starts Plan

    By Earl,   
    • 3 replies
    • 878 views

  35. resident alien?

    By AlbanyConsultant,
    • 15 replies
    • 3.8k views

  36. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16,   
    • 5 replies
    • 3.6k views

  37. corporate year different than plan year

    By gregburst,   
    • 7 replies
    • 2.3k views

  38. Sensitivity analysis of pension plan liability

    By Brad Jacobs,
    • 2 replies
    • 1.1k views

  39. Effective Date of new Plan

    By Hokielady,
    • 5 replies
    • 2.8k views

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

    By rocknrolls2,
    • 2 replies
    • 722 views

  41. Statute of limitations on plan audits

    By SoCalActuary,   
    • 5 replies
    • 1.5k views

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

    By SFSD,
    • 12 replies
    • 3.1k views
    • MoJo
    • MoJo

  43. vesting credit

    By Guest gwj57,
    • 10 replies
    • 3.6k views

  44. plan but no employer

    By Earl,
    • 28 replies
    • 2.1k views
    • Earl
    • Earl

  45. Existing PSP rules and regulations with Sister companies

    By PA.Trenton,   
    • 2 replies
    • 767 views

  46. Sep Calendar year overlaps fiscal year of new plan

    By Belgarath,
    • 0 replies
    • 553 views

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

    By Pat Crum,   
    • 1 reply
    • 764 views

  48. Family attribution question

    By Cynchbeast,
    • 3 replies
    • 1k views

  49. PS Plan - top heavy

    By Belgarath,
    • 12 replies
    • 1.6k views

  50. Annuity versus Life Insurance

    By cpc0506,
    • 2 replies
    • 964 views
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