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Retirement Plans in General

5,811 topics in this forum

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

    By Dave Baker,   
    • 3 replies
    • 1.1k views

  2. Loss of Coverage during 1035 Exchange?

    By NexusBenefit,   
    • 0 replies
    • 443 views

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

    By jkharvey,
    • 6 replies
    • 957 views

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

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

  5. Terminating a participant so they can take a distribution

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

  6. Amendment to avoid audit

    By jmartin,
    • 5 replies
    • 1.4k views

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

    By Santo Gold,
    • 5 replies
    • 1.2k views

  8. compensation question

    By K2retire,
    • 3 replies
    • 853 views

  9. J&S percentage limit with large age differences

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

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

    By rocknrolls2,
    • 2 replies
    • 1.3k views

  11. ASG - data request?

    By AlbanyConsultant,
    • 0 replies
    • 698 views

  12. RMDs When Account Is Locked

    By ERISA-Bubs,
    • 3 replies
    • 962 views

  13. Violating 25% deductibiltiy limit--remedy?

    By BG5150,
    • 10 replies
    • 1.7k views

  14. Mandatory distributions/rollovers where Roth contributions are involved

    By Belgarath,
    • 1 reply
    • 781 views

  15. DB and SEP for S-corp

    By Nouri,
    • 3 replies
    • 820 views

  16. Affiliated Service Group

    By Susan S.,
    • 1 reply
    • 617 views

  17. Individually Designed Plan- PPA Update

    By coleboy,
    • 1 reply
    • 902 views

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

    By AlbanyConsultant,
    • 2 replies
    • 660 views

  19. Affiliated Service Group

    By Madison71,
    • 3 replies
    • 895 views

  20. another RMD question

    By thepensionmaven,
    • 7 replies
    • 1.8k views

  21. Overlapping CG and ASGs?

    By Gilmore,
    • 1 reply
    • 801 views

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

    By kwalified,   
    • 2 replies
    • 835 views

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

    By MLML,
    • 1 reply
    • 912 views

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

    By cheersmate,   
    • 0 replies
    • 853 views

  25. cross testing the last deposit

    By AlbanyConsultant,
    • 6 replies
    • 890 views

  26. changing eligibility

    By Bird,
    • 14 replies
    • 2.8k views

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

    By mefrancis1729,   
    • 3 replies
    • 2.1k views

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

    By PRS5500!,   
    • 10 replies
    • 3.2k views

  29. Required Minimum Distribution

    By LMD1,
    • 2 replies
    • 1.1k views

  30. Life Insurance - Question

    By caryn22359,
    • 3 replies
    • 1.7k views

  31. IRS Audit at the TPA's office

    By mwyatt,
    • 14 replies
    • 2.6k views

  32. "Routine" DOL review

    By Belgarath,
    • 8 replies
    • 1.3k views

  33. Vesting Question

    By Dougsbpc,
    • 8 replies
    • 1.5k views

  34. Rate Group Testing

    By jpod,
    • 4 replies
    • 1.2k views

  35. Wrong EIN for plan sponsor

    By Cynchbeast,
    • 0 replies
    • 869 views

  36. life insurance in profit sharing plan

    By Scuba 401,
    • 1 reply
    • 668 views

  37. Is this an ERISA Plan?

    By ERISA-Bubs,
    • 1 reply
    • 662 views

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

    By Bird,
    • 14 replies
    • 2k views

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

    By katiejoseph,
    • 3 replies
    • 1.7k views

  40. Business dissolving

    By Belgarath,
    • 14 replies
    • 1.7k views

  41. mutual fund investments in plans

    By Scuba 401,
    • 5 replies
    • 740 views

  42. Controlled Group

    By Belgarath,
    • 4 replies
    • 876 views

  43. Plan termination - assets returned to plan sponsor

    By cpc0506,
    • 6 replies
    • 1.6k views

  44. new limits

    By Tom Poje,
    • 11 replies
    • 2k views

  45. QDRO payout dispute

    By Pension RC,
    • 4 replies
    • 1.4k views

  46. Loan-Out Company

    By §#$%!,
    • 2 replies
    • 1k views

  47. New Requirements for Plans???

    By Below Ground,   
    • 6 replies
    • 1.4k views

  48. MEP

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  49. New Company Starts Plan

    By Earl,   
    • 3 replies
    • 910 views

  50. resident alien?

    By AlbanyConsultant,
    • 15 replies
    • 3.9k views
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