Retirement Plans in General

5,791 topics in this forum

1. Overlapping CG and ASGs?

   By Gilmore, December 9, 2016
   • 1 reply
   • 777 views
   • 
   • John Feldt ERPA CPC QPA
   • December 14, 2016

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

   By kwalified, December 13, 2016   

   • Distribution not processed
   • 2 replies
   • 781 views
   • 
   • kwalified
   • December 13, 2016

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

   By MLML, December 8, 2016
   • 1 reply
   • 885 views
   • 
   • John Feldt ERPA CPC QPA
   • December 13, 2016

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

   By cheersmate, December 13, 2016   

   • Safe harbor
   • Controlled Group
   • (and 3 more)

     Tagged with:

     • Safe harbor
     • Controlled Group
     • General Testing
     • Compensation
     • Aggregation
   • 0 replies
   • 826 views
   • 
   • cheersmate
   • December 13, 2016

5. cross testing the last deposit

   By AlbanyConsultant, November 30, 2016
   • 6 replies
   • 839 views
   • 
   • duckthing
   • December 7, 2016

6. changing eligibility

   By Bird, December 1, 2016
   • 14 replies
   • 2.6k views
   • 
   • coleboy
   • December 7, 2016

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

   By mefrancis1729, December 6, 2016   

   • terminated participant
   • vesting
   • (and 1 more)

     Tagged with:

     • terminated participant
     • vesting
     • 401(a)(4)
   • 3 replies
   • 2k views
   • 
   • Tom Poje
   • December 7, 2016

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

   By PRS5500!, December 2, 2016   

   • Life Insurance
   • Incidental Limits
   • 10 replies
   • 3k views
   • 
   • ETA Consulting LLC
   • December 6, 2016

9. Required Minimum Distribution

   By LMD1, December 6, 2016
   • 2 replies
   • 1k views
   • 
   • duckthing
   • December 6, 2016

10. Life Insurance - Question

    By caryn22359, November 29, 2016
    • 3 replies
    • 1.7k views
    • 
    • XTitan
    • December 1, 2016

11. IRS Audit at the TPA's office

    By mwyatt, July 29, 2009
    • 14 replies
    • 2.6k views
    • 
    • TPApril
    • November 30, 2016

12. "Routine" DOL review

    By Belgarath, November 28, 2016
    • 8 replies
    • 1.3k views
    • 
    • Griswold
    • November 29, 2016

13. Vesting Question

    By Dougsbpc, November 28, 2016
    • 8 replies
    • 1.4k views
    • 
    • My 2 cents
    • November 29, 2016

14. Rate Group Testing

    By jpod, November 28, 2016
    • 4 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • November 29, 2016

15. Wrong EIN for plan sponsor

    By Cynchbeast, November 22, 2016
    • 0 replies
    • 837 views
    • 
    • Cynchbeast
    • November 22, 2016

16. life insurance in profit sharing plan

    By Scuba 401, November 22, 2016
    • 1 reply
    • 643 views
    • 
    • Bill Presson
    • November 22, 2016

17. Is this an ERISA Plan?

    By ERISA-Bubs, November 16, 2016
    • 1 reply
    • 634 views
    • 
    • QDROphile
    • November 16, 2016

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

    By Bird, November 2, 2016
    • 14 replies
    • 1.8k views
    • 
    • Bird
    • November 16, 2016

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

    By katiejoseph, November 10, 2016
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • November 16, 2016

20. Business dissolving

    By Belgarath, November 4, 2016
    • 14 replies
    • 1.6k views
    • 
    • K2retire
    • November 14, 2016

21. mutual fund investments in plans

    By Scuba 401, November 8, 2016
    • 5 replies
    • 686 views
    • 
    • Peter Gulia
    • November 8, 2016

22. Controlled Group

    By Belgarath, November 4, 2016
    • 4 replies
    • 837 views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2016

23. Plan termination - assets returned to plan sponsor

    By cpc0506, December 7, 2015
    • 6 replies
    • 1.5k views
    • 
    • N369RM
    • November 1, 2016

24. new limits

    By Tom Poje, September 16, 2016
    • 11 replies
    • 1.9k views
    • 
    • XTitan
    • October 27, 2016

25. QDRO payout dispute

    By Pension RC, October 26, 2016
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • October 26, 2016

26. Loan-Out Company

    By §#$%!, October 25, 2016
    • 2 replies
    • 974 views
    • 
    • K2retire
    • October 26, 2016

27. New Requirements for Plans???

    By Below Ground, October 21, 2016   

    • Benchmarking and 404(c)
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • October 21, 2016

28. MEP

    By thepensionmaven, October 18, 2016
    • 4 replies
    • 1.1k views
    • 
    • Below Ground
    • October 21, 2016

29. New Company Starts Plan

    By Earl, October 17, 2016   

    • eligibility
    • 3 replies
    • 867 views
    • 
    • Bird
    • October 18, 2016

30. resident alien?

    By AlbanyConsultant, May 20, 2014
    • 15 replies
    • 3.7k views
    • 
    • imchipbrown
    • October 10, 2016

31. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16, October 7, 2016   

    • SIMPLE 401K SIMPLE IRA
    • Controlled Group
    • 5 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2016

32. corporate year different than plan year

    By gregburst, October 4, 2016   

    • how much is deductible?
    • 7 replies
    • 2.3k views
    • 
    • My 2 cents
    • October 7, 2016

33. Sensitivity analysis of pension plan liability

    By Brad Jacobs, October 1, 2016
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 3, 2016

34. Effective Date of new Plan

    By Hokielady, September 30, 2016
    • 5 replies
    • 2.7k views
    • 
    • Mike Preston
    • October 3, 2016

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

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

36. Statute of limitations on plan audits

    By SoCalActuary, September 27, 2016   

    • audit
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 28, 2016

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

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

38. vesting credit

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

39. plan but no employer

    By Earl, September 20, 2016
    • 28 replies
    • 2.1k views
    • 
    • Earl
    • September 22, 2016

40. Existing PSP rules and regulations with Sister companies

    By PA.Trenton, September 9, 2016   

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

41. Sep Calendar year overlaps fiscal year of new plan

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

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

    By Pat Crum, September 6, 2016   

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

43. Family attribution question

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

44. PS Plan - top heavy

    By Belgarath, August 29, 2016
    • 12 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2016

45. Annuity versus Life Insurance

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

46. reimburse plan expense erroneously charged

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

47. Money Purchase to Profit Sharing Conversion

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

48. Profit Share Allocation

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

49. Independent auditor report

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

50. Waiver of 60-Day Rollover Requirement

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