Retirement Plans in General

5,761 topics in this forum

1. SIMPLE 401K and SIMPLE IRA Controlled Group

   By delmar16, October 7, 2016   

   • SIMPLE 401K SIMPLE IRA
   • Controlled Group
   • 5 replies
   • 3.5k views
   • 
   • John Feldt ERPA CPC QPA
   • October 10, 2016

2. corporate year different than plan year

   By gregburst, October 4, 2016   

   • how much is deductible?
   • 7 replies
   • 2.2k views
   • 
   • My 2 cents
   • October 7, 2016

3. Sensitivity analysis of pension plan liability

   By Brad Jacobs, October 1, 2016
   • 2 replies
   • 1k views
   • 
   • david rigby
   • October 3, 2016

4. Effective Date of new Plan

   By Hokielady, September 30, 2016
   • 5 replies
   • 2.6k views
   • 
   • Mike Preston
   • October 3, 2016

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

   By rocknrolls2, September 28, 2016
   • 2 replies
   • 698 views
   • 
   • Mr Bagwell
   • September 28, 2016

6. Statute of limitations on plan audits

   By SoCalActuary, September 27, 2016   

   • audit
   • 5 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • September 28, 2016

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

   By SFSD, November 16, 2015
   • 12 replies
   • 3k views
   • 
   • MoJo
   • September 27, 2016

8. vesting credit

   By Guest gwj57, October 20, 2005
   • 10 replies
   • 3.5k views
   • 
   • My 2 cents
   • September 26, 2016

9. plan but no employer

   By Earl, September 20, 2016
   • 28 replies
   • 2k views
   • 
   • Earl
   • September 22, 2016

10. Existing PSP rules and regulations with Sister companies

    By PA.Trenton, September 9, 2016   

    • Keep plan? Terminate? Rules?
    • 2 replies
    • 743 views
    • 
    • ESOP Guy
    • September 9, 2016

11. Sep Calendar year overlaps fiscal year of new plan

    By Belgarath, September 8, 2016
    • 0 replies
    • 536 views
    • 
    • Belgarath
    • September 8, 2016

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

    By Pat Crum, September 6, 2016   

    • Roth
    • deferral agreements
    • 1 reply
    • 735 views
    • 
    • Lou S.
    • September 6, 2016

13. Family attribution question

    By Cynchbeast, September 3, 2016
    • 3 replies
    • 960 views
    • 
    • RatherBeGolfing
    • September 4, 2016

14. PS Plan - top heavy

    By Belgarath, August 29, 2016
    • 12 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2016

15. Annuity versus Life Insurance

    By cpc0506, August 31, 2016
    • 2 replies
    • 922 views
    • 
    • Bird
    • September 2, 2016

16. reimburse plan expense erroneously charged

    By Scuba 401, September 1, 2016
    • 3 replies
    • 785 views
    • 
    • BG5150
    • September 2, 2016

17. Money Purchase to Profit Sharing Conversion

    By Fielding Mellish, August 30, 2016
    • 3 replies
    • 937 views
    • 
    • QDROphile
    • September 1, 2016

18. Profit Share Allocation

    By coleboy, August 30, 2016
    • 1 reply
    • 513 views
    • 
    • rcline46
    • August 30, 2016

19. Independent auditor report

    By thepensionmaven, August 24, 2016
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • August 26, 2016

20. Waiver of 60-Day Rollover Requirement

    By spiritrider, August 25, 2016
    • 0 replies
    • 442 views
    • 
    • spiritrider
    • August 25, 2016

21. eligibility - 2 year wait

    By Chippy, August 24, 2016
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • August 24, 2016

22. 5330 for deferrals with a negative K-1... for 2014

    By AlbanyConsultant, August 24, 2016
    • 0 replies
    • 470 views
    • 
    • AlbanyConsultant
    • August 24, 2016

23. Force self-direction of investments

    By Trekker, August 22, 2016
    • 10 replies
    • 1.3k views
    • 
    • Trekker
    • August 23, 2016

24. eligibility - 2 year wait

    By Chippy, August 18, 2016
    • 3 replies
    • 2.6k views
    • 
    • Chippy
    • August 22, 2016

25. Plan Compensation for Self Employed Individual

    By LMD1, August 18, 2016
    • 2 replies
    • 855 views
    • 
    • LMD1
    • August 19, 2016

26. Plan Mergers

    By Madison71, August 18, 2016
    • 16 replies
    • 2k views
    • 
    • Madison71
    • August 19, 2016

27. Too much contribution made in 2013 to 1 participant PS Plan

    By RayJJohnsonJr, August 5, 2016
    • 7 replies
    • 745 views
    • 
    • Belgarath
    • August 19, 2016

28. Listing of TPA's in MA and NH

    By valmcclendon78@comcast.net, August 16, 2016
    • 0 replies
    • 895 views
    • 
    • valmcclendon78@comcast.net
    • August 16, 2016

29. Plan Year vs. Fiscal Year

    By MjInvestments, August 10, 2016
    • 7 replies
    • 5.8k views
    • 
    • Bill Presson
    • August 12, 2016

30. 8955-SSA on takeover plan

    By Dennis Povloski, February 10, 2016
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • August 10, 2016

31. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

    By AlbanyConsultant, August 10, 2016
    • 0 replies
    • 755 views
    • 
    • AlbanyConsultant
    • August 10, 2016

32. Are Loan Offsets Mandatory

    By Briandfox, August 8, 2016
    • 14 replies
    • 1.7k views
    • 
    • Briandfox
    • August 9, 2016

33. 2016 IRS Benefits & Contributions Limits Announced

    By Carol V. Calhoun, October 21, 2015   

    • 415
    • 401(k)
    • (and 6 more)

      Tagged with:

      • 415
      • 401(k)
      • defined benefit
      • defined contribution
      • highly compensated employee
      • 403(b)
      • 457
      • section 415
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 5, 2016

34. MP Plans - control group & effect of compliance on each other

    By TPApril, August 3, 2016   

    • contributions
    • 0 replies
    • 519 views
    • 
    • TPApril
    • August 3, 2016

35. Preventing 402(g)(1) Failure

    By anonymousbl, August 2, 2016   

    • 402(g)(1)
    • 5 replies
    • 882 views
    • 
    • Lou S.
    • August 2, 2016

36. Husband and wife IRA rollovers

    By Cynchbeast, August 2, 2016
    • 4 replies
    • 693 views
    • 
    • Cynchbeast
    • August 2, 2016

37. SPD Mailing Requirements

    By luissaha, July 29, 2016
    • 4 replies
    • 1.8k views
    • 
    • My 2 cents
    • August 1, 2016

38. Spinoff Unrelated entity

    By 52626, July 28, 2016
    • 2 replies
    • 896 views
    • 
    • Kevin C
    • July 29, 2016

39. Merge Qual Replacement plan into new DB

    By shERPA, July 28, 2016
    • 3 replies
    • 800 views
    • 
    • shERPA
    • July 28, 2016

40. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.1k views
    • 
    • Mike Preston
    • July 26, 2016

41. vesting question

    By puzzledbypensions, July 26, 2016
    • 3 replies
    • 789 views
    • 
    • ESOP Guy
    • July 26, 2016

42. Top Heavy Minimum and Gateway

    By Dougsbpc, July 24, 2016
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 25, 2016

43. Audited Plan question

    By cpc0506, February 24, 2016
    • 8 replies
    • 1.2k views
    • 
    • actuarysmith
    • July 22, 2016

44. Good contact # at DOL? (ERISA bonding question)

    By IhrtERISA, July 18, 2016
    • 4 replies
    • 666 views
    • 
    • hr for me
    • July 19, 2016

45. indexed limits projection

    By Tom Poje, July 18, 2016
    • 0 replies
    • 580 views
    • 
    • Tom Poje
    • July 18, 2016

46. Top Paid 25 HCE by marriage?

    By JButtrick, July 15, 2016
    • 0 replies
    • 718 views
    • 
    • JButtrick
    • July 15, 2016

47. spousal consent to optional form

    By Beemer, July 8, 2016
    • 5 replies
    • 1k views
    • 
    • Beemer
    • July 11, 2016

48. compensation question

    By K2retire, July 7, 2016
    • 0 replies
    • 613 views
    • 
    • K2retire
    • July 7, 2016

49. Participation waived - do they get Top Heavy contributon?

    By GrammieMame, June 24, 2016
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 28, 2016

50. contribution deduction - off calendar fiscal client

    By pmacduff, January 29, 2014
    • 3 replies
    • 6.9k views
    • 
    • TPApril
    • June 20, 2016