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Retirement Plans in General

5,819 topics in this forum

  1. To be or not to be a Controlled Group

    By RatherBeGolfing,
    • 3 replies
    • 535 views

  2. Average Benefits Test to pass coverage

    By BG5150,
    • 14 replies
    • 2.2k views

  3. Non ERISA plan and fund change notice

    By 30Rock,
    • 4 replies
    • 1.1k views

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

    By 52626,
    • 1 reply
    • 509 views

  5. NonPeriodic Payment or Eligible Rollover Distribution?

    By tax & coffee,   
    • 0 replies
    • 915 views

  6. 1099 R Question

    By Pammie57,
    • 2 replies
    • 688 views

  7. Controlled group issues, related employers

    By dan.jock,
    • 6 replies
    • 1.6k views

  8. Plan Eligibility

    By coleboy,
    • 7 replies
    • 1.2k views

  9. Self-employment compensation calculation

    By BG5150,
    • 28 replies
    • 3.7k views

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

    By Dave Baker,   
    • 3 replies
    • 1.1k views

  11. Loss of Coverage during 1035 Exchange?

    By NexusBenefit,   
    • 0 replies
    • 471 views

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

    By jkharvey,
    • 6 replies
    • 1k views

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

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

  14. Terminating a participant so they can take a distribution

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

  15. Amendment to avoid audit

    By jmartin,
    • 5 replies
    • 1.4k views

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

    By Santo Gold,
    • 5 replies
    • 1.2k views

  17. compensation question

    By K2retire,
    • 3 replies
    • 896 views

  18. J&S percentage limit with large age differences

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

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

    By rocknrolls2,
    • 2 replies
    • 1.3k views

  20. ASG - data request?

    By AlbanyConsultant,
    • 0 replies
    • 731 views

  21. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 1k views

  22. Violating 25% deductibiltiy limit--remedy?

    By BG5150,
    • 10 replies
    • 1.8k views

  23. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 806 views

  24. DB and SEP for S-corp

    By Nouri,
    • 3 replies
    • 865 views

  25. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 652 views

  26. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 926 views

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

    By AlbanyConsultant,
    • 2 replies
    • 689 views

  28. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 943 views

  29. another RMD question

    By thepensionmaven,
    • 7 replies
    • 2k views

  30. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 832 views

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

    By kwalified,   
    • 2 replies
    • 881 views

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

    By MLML,
    • 1 reply
    • 963 views

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

    By cheersmate,   
    • 0 replies
    • 871 views

  34. cross testing the last deposit

    By AlbanyConsultant,
    • 6 replies
    • 957 views

  35. changing eligibility

    By Bird,
    • 14 replies
    • 2.9k views

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

    By mefrancis1729,   
    • 3 replies
    • 2.1k views

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

    By PRS5500!,   
    • 10 replies
    • 3.4k views

  38. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1.1k views

  39. Life Insurance - Question

    By caryn22359,
    • 3 replies
    • 1.7k views

  40. IRS Audit at the TPA's office

    By mwyatt,
    • 14 replies
    • 2.7k views

  41. "Routine" DOL review

    By Belgarath,
    • 8 replies
    • 1.4k views

  42. Vesting Question

    By Dougsbpc,
    • 8 replies
    • 1.6k views

  43. Rate Group Testing

    By jpod,
    • 4 replies
    • 1.3k views

  44. Wrong EIN for plan sponsor

    By Cynchbeast,
    • 0 replies
    • 913 views

  45. life insurance in profit sharing plan

    By Scuba 401,
    • 1 reply
    • 690 views

  46. Is this an ERISA Plan?

    By ERISA-Bubs,
    • 1 reply
    • 706 views

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

    By Bird,
    • 14 replies
    • 2.2k views

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

    By katiejoseph,
    • 3 replies
    • 1.8k views

  49. Business dissolving

    By Belgarath,
    • 14 replies
    • 1.8k views

  50. mutual fund investments in plans

    By Scuba 401,
    • 5 replies
    • 794 views
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