Retirement Plans in General

5,781 topics in this forum

1. IRS Audit at the TPA's office

   By mwyatt, July 29, 2009
   • 14 replies
   • 2.5k views
   • 
   • TPApril
   • November 30, 2016

2. "Routine" DOL review

   By Belgarath, November 28, 2016
   • 8 replies
   • 1.2k views
   • 
   • Griswold
   • November 29, 2016

3. Vesting Question

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

4. Rate Group Testing

   By jpod, November 28, 2016
   • 4 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • November 29, 2016

5. Wrong EIN for plan sponsor

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

6. life insurance in profit sharing plan

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

7. Is this an ERISA Plan?

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

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

   By Bird, November 2, 2016
   • 14 replies
   • 1.7k views
   • 
   • Bird
   • November 16, 2016

9. 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

10. Business dissolving

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

11. mutual fund investments in plans

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

12. Controlled Group

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

13. Plan termination - assets returned to plan sponsor

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

14. new limits

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

15. QDRO payout dispute

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

16. Loan-Out Company

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

17. New Requirements for Plans???

    By Below Ground, October 21, 2016   

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

18. MEP

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

19. New Company Starts Plan

    By Earl, October 17, 2016   

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

20. resident alien?

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

21. 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

22. 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

23. Sensitivity analysis of pension plan liability

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

24. Effective Date of new Plan

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

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

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

26. Statute of limitations on plan audits

    By SoCalActuary, September 27, 2016   

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

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

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

28. vesting credit

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

29. plan but no employer

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

30. Existing PSP rules and regulations with Sister companies

    By PA.Trenton, September 9, 2016   

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

31. Sep Calendar year overlaps fiscal year of new plan

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

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

    By Pat Crum, September 6, 2016   

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

33. Family attribution question

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

34. PS Plan - top heavy

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

35. Annuity versus Life Insurance

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

36. reimburse plan expense erroneously charged

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

37. Money Purchase to Profit Sharing Conversion

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

38. Profit Share Allocation

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

39. Independent auditor report

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

40. Waiver of 60-Day Rollover Requirement

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

41. eligibility - 2 year wait

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

42. 5330 for deferrals with a negative K-1... for 2014

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

43. Force self-direction of investments

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

44. eligibility - 2 year wait

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

45. Plan Compensation for Self Employed Individual

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

46. Plan Mergers

    By Madison71, August 18, 2016
    • 16 replies
    • 2.1k views
    • 
    • Madison71
    • August 19, 2016

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

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

48. Listing of TPA's in MA and NH

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

49. Plan Year vs. Fiscal Year

    By MjInvestments, August 10, 2016
    • 7 replies
    • 6k views
    • 
    • Bill Presson
    • August 12, 2016

50. 8955-SSA on takeover plan

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