Jump to content

Retirement Plans in General

5,824 topics in this forum

  1. Elective service crediting

    By Scuba 401,
    • 0 replies
    • 821 views

  2. DB Plan - IRS DL -- Risk Transfer Language Disclosure

    By rocknrolls2,
    • 0 replies
    • 663 views

  3. Adoption Agreement Request

    By pmacduff,
    • 1 reply
    • 523 views

  4. Eligible Rollover Distribution or NonPeriodic Payment

    By tax & coffee,
    • 4 replies
    • 1.4k views
    • GMK
    • GMK

  5. Plan eligibility again

    By ombskid,
    • 5 replies
    • 773 views

  6. To be or not to be a Controlled Group

    By RatherBeGolfing,
    • 3 replies
    • 577 views

  7. Average Benefits Test to pass coverage

    By BG5150,
    • 14 replies
    • 2.2k views

  8. Non ERISA plan and fund change notice

    By 30Rock,
    • 4 replies
    • 1.1k views

  9. When is a Profit Sharing Plan no longer a Profit Sharing Plan?

    By 52626,
    • 1 reply
    • 584 views

  10. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee,   
    • 0 replies
    • 994 views

  11. 1099 R Question

    By Pammie57,
    • 2 replies
    • 781 views

  12. Controlled group issues, related employers

    By dan.jock,
    • 6 replies
    • 1.7k views

  13. Plan Eligibility

    By coleboy,
    • 7 replies
    • 1.3k views

  14. Self-employment compensation calculation

    By BG5150,
    • 28 replies
    • 3.9k views

  15. Links to Prior Years' Form 5500, Schedules and Instructions

    By Dave Baker,   
    • 3 replies
    • 1.2k views

  16. Loss of Coverage during 1035 Exchange?

    By NexusBenefit,   
    • 0 replies
    • 573 views

  17. Profit Sharing Plan pays expenses of Cash Balance Plan..Issues?

    By jkharvey,
    • 6 replies
    • 1.1k views

  18. Election to defer 100% leaves no money for medical deductions

    By ERISA-Bubs,
    • 2 replies
    • 1.8k views

  19. Terminating a participant so they can take a distribution

    By Chippy,
    • 10 replies
    • 1.8k views
    • GMK
    • GMK

  20. Amendment to avoid audit

    By jmartin,
    • 5 replies
    • 1.5k views

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

    By Santo Gold,
    • 5 replies
    • 1.3k views

  22. compensation question

    By K2retire,
    • 3 replies
    • 904 views

  23. J&S percentage limit with large age differences

    By dan.jock,
    • 3 replies
    • 3.4k views

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

    By rocknrolls2,
    • 2 replies
    • 1.4k views

  25. ASG - data request?

    By AlbanyConsultant,
    • 0 replies
    • 735 views

  26. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 1.1k views

  27. Violating 25% deductibiltiy limit--remedy?

    By BG5150,
    • 10 replies
    • 1.8k views

  28. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 825 views

  29. DB and SEP for S-corp

    By Nouri,
    • 3 replies
    • 884 views

  30. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 738 views

  31. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 988 views

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

    By AlbanyConsultant,
    • 2 replies
    • 780 views

  33. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 954 views

  34. another RMD question

    By thepensionmaven,
    • 7 replies
    • 2.1k views

  35. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 907 views

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

    By kwalified,   
    • 2 replies
    • 972 views

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

    By MLML,
    • 1 reply
    • 1.1k views

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

    By cheersmate,   
    • 0 replies
    • 930 views

  39. cross testing the last deposit

    By AlbanyConsultant,
    • 6 replies
    • 1k views

  40. changing eligibility

    By Bird,
    • 14 replies
    • 3k views

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

    By mefrancis1729,   
    • 3 replies
    • 2.2k views

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

    By PRS5500!,   
    • 10 replies
    • 3.5k views

  43. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1.2k views

  44. Life Insurance - Question

    By caryn22359,
    • 3 replies
    • 1.9k views

  45. IRS Audit at the TPA's office

    By mwyatt,
    • 14 replies
    • 2.8k views

  46. "Routine" DOL review

    By Belgarath,
    • 8 replies
    • 1.5k views

  47. Vesting Question

    By Dougsbpc,
    • 8 replies
    • 1.6k views

  48. Rate Group Testing

    By jpod,
    • 4 replies
    • 1.4k views

  49. Wrong EIN for plan sponsor

    By Cynchbeast,
    • 0 replies
    • 1k views

  50. life insurance in profit sharing plan

    By Scuba 401,
    • 1 reply
    • 781 views
×
×
  • Create New...