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Retirement Plans in General

5,817 topics in this forum

  1. Non ERISA plan and fund change notice

    By 30Rock,
    • 4 replies
    • 1.1k views

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

    By 52626,
    • 1 reply
    • 498 views

  3. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee,   
    • 0 replies
    • 889 views

  4. 1099 R Question

    By Pammie57,
    • 2 replies
    • 657 views

  5. Controlled group issues, related employers

    By dan.jock,
    • 6 replies
    • 1.5k views

  6. Plan Eligibility

    By coleboy,
    • 7 replies
    • 1.2k views

  7. Self-employment compensation calculation

    By BG5150,
    • 28 replies
    • 3.7k views

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

    By Dave Baker,   
    • 3 replies
    • 1.1k views

  9. Loss of Coverage during 1035 Exchange?

    By NexusBenefit,   
    • 0 replies
    • 449 views

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

    By jkharvey,
    • 6 replies
    • 997 views

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

    By ERISA-Bubs,
    • 2 replies
    • 1.7k views

  12. Terminating a participant so they can take a distribution

    By Chippy,
    • 10 replies
    • 1.7k views
    • GMK
    • GMK

  13. Amendment to avoid audit

    By jmartin,
    • 5 replies
    • 1.4k views

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

    By Santo Gold,
    • 5 replies
    • 1.2k views

  15. compensation question

    By K2retire,
    • 3 replies
    • 881 views

  16. J&S percentage limit with large age differences

    By dan.jock,
    • 3 replies
    • 3.3k views

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

    By rocknrolls2,
    • 2 replies
    • 1.3k views

  18. ASG - data request?

    By AlbanyConsultant,
    • 0 replies
    • 713 views

  19. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 980 views

  20. Violating 25% deductibiltiy limit--remedy?

    By BG5150,
    • 10 replies
    • 1.7k views

  21. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 788 views

  22. DB and SEP for S-corp

    By Nouri,
    • 3 replies
    • 842 views

  23. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 633 views

  24. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 916 views

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

    By AlbanyConsultant,
    • 2 replies
    • 679 views

  26. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 920 views

  27. another RMD question

    By thepensionmaven,
    • 7 replies
    • 1.9k views

  28. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 819 views

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

    By kwalified,   
    • 2 replies
    • 858 views

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

    By MLML,
    • 1 reply
    • 929 views

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

    By cheersmate,   
    • 0 replies
    • 863 views

  32. cross testing the last deposit

    By AlbanyConsultant,
    • 6 replies
    • 918 views

  33. changing eligibility

    By Bird,
    • 14 replies
    • 2.9k views

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

    By mefrancis1729,   
    • 3 replies
    • 2.1k views

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

    By PRS5500!,   
    • 10 replies
    • 3.3k views

  36. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1.1k views

  37. Life Insurance - Question

    By caryn22359,
    • 3 replies
    • 1.7k views

  38. IRS Audit at the TPA's office

    By mwyatt,
    • 14 replies
    • 2.7k views

  39. "Routine" DOL review

    By Belgarath,
    • 8 replies
    • 1.4k views

  40. Vesting Question

    By Dougsbpc,
    • 8 replies
    • 1.5k views

  41. Rate Group Testing

    By jpod,
    • 4 replies
    • 1.2k views

  42. Wrong EIN for plan sponsor

    By Cynchbeast,
    • 0 replies
    • 886 views

  43. life insurance in profit sharing plan

    By Scuba 401,
    • 1 reply
    • 678 views

  44. Is this an ERISA Plan?

    By ERISA-Bubs,
    • 1 reply
    • 675 views

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

    By Bird,
    • 14 replies
    • 2.1k views

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

    By katiejoseph,
    • 3 replies
    • 1.7k views

  47. Business dissolving

    By Belgarath,
    • 14 replies
    • 1.8k views

  48. mutual fund investments in plans

    By Scuba 401,
    • 5 replies
    • 769 views

  49. Controlled Group

    By Belgarath,
    • 4 replies
    • 899 views

  50. Plan termination - assets returned to plan sponsor

    By cpc0506,
    • 6 replies
    • 1.6k views
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