Retirement Plans in General

5,753 topics in this forum

1. Preventing 402(g)(1) Failure

   By anonymousbl, August 2, 2016   

   • 402(g)(1)
   • 5 replies
   • 876 views
   • 
   • Lou S.
   • August 2, 2016

2. Husband and wife IRA rollovers

   By Cynchbeast, August 2, 2016
   • 4 replies
   • 684 views
   • 
   • Cynchbeast
   • August 2, 2016

3. SPD Mailing Requirements

   By luissaha, July 29, 2016
   • 4 replies
   • 1.7k views
   • 
   • My 2 cents
   • August 1, 2016

4. Spinoff Unrelated entity

   By 52626, July 28, 2016
   • 2 replies
   • 886 views
   • 
   • Kevin C
   • July 29, 2016

5. Merge Qual Replacement plan into new DB

   By shERPA, July 28, 2016
   • 3 replies
   • 786 views
   • 
   • shERPA
   • July 28, 2016

6. vesting question

   By puzzledbypensions, July 26, 2016
   • 3 replies
   • 784 views
   • 
   • ESOP Guy
   • July 26, 2016

7. Top Heavy Minimum and Gateway

   By Dougsbpc, July 24, 2016
   • 4 replies
   • 1.3k views
   • 
   • Tom Poje
   • July 25, 2016

8. Controlled group

   By Belgarath, July 22, 2016
   • 15 replies
   • 3.6k views
   • 
   • Bill Presson
   • October 27, 2017

9. Good contact # at DOL? (ERISA bonding question)

   By IhrtERISA, July 18, 2016
   • 4 replies
   • 660 views
   • 
   • hr for me
   • July 19, 2016

10. indexed limits projection

    By Tom Poje, July 18, 2016
    • 0 replies
    • 574 views
    • 
    • Tom Poje
    • July 18, 2016

11. Top Paid 25 HCE by marriage?

    By JButtrick, July 15, 2016
    • 0 replies
    • 702 views
    • 
    • JButtrick
    • July 15, 2016

12. spousal consent to optional form

    By Beemer, July 8, 2016
    • 5 replies
    • 1k views
    • 
    • Beemer
    • July 11, 2016

13. compensation question

    By K2retire, July 7, 2016
    • 0 replies
    • 608 views
    • 
    • K2retire
    • July 7, 2016

14. Participation waived - do they get Top Heavy contributon?

    By GrammieMame, June 24, 2016
    • 8 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 28, 2016

15. Affiliated Service Group?

    By Dougsbpc, June 19, 2016
    • 0 replies
    • 619 views
    • 
    • Dougsbpc
    • June 19, 2016

16. affiliated service

    By thepensionmaven, June 16, 2016
    • 1 reply
    • 514 views
    • 
    • Mike Preston
    • June 16, 2016

17. Memory check - rate group testing

    By Belgarath, June 16, 2016
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • June 16, 2016

18. Allocation of employer contribution

    By ErisaGooroo, June 16, 2016
    • 4 replies
    • 830 views
    • 
    • ErisaGooroo
    • June 16, 2016

19. Terminated Employee in DC plan - 410(b)

    By cohendrake, June 16, 2016   

    • 410(b) top-heavy
    • 4 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 17, 2016

20. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.5k views
    • 
    • shERPA
    • June 14, 2016

21. Profit sharing plan. Beneficiary does not want to take pension contriibution.

    By caryn22359, June 13, 2016
    • 13 replies
    • 3.2k views
    • 
    • Bird
    • June 15, 2016

22. Adding Hardship Withdrawal to Plan..

    By Fielding Mellish, June 9, 2016
    • 1 reply
    • 584 views
    • 
    • Mike Preston
    • June 9, 2016

23. Affiliated Service Group

    By thepensionmaven, June 9, 2016
    • 1 reply
    • 620 views
    • 
    • rcline46
    • June 9, 2016

24. "US Census Data" request

    By Belgarath, June 8, 2016
    • 8 replies
    • 953 views
    • 
    • MoJo
    • June 10, 2016

25. Hardship request and power of attorney

    By cpc0506, June 6, 2016
    • 12 replies
    • 2.3k views
    • 
    • Peter Gulia
    • June 7, 2016

26. Can a 414(k) plan be a profit-sharing plan?

    By Carol V. Calhoun, June 5, 2016
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • June 6, 2016

27. Restate document from Individually designed to pre-approve

    By Soundbc1, June 2, 2016
    • 2 replies
    • 791 views
    • 
    • Soundbc1
    • June 2, 2016

28. Top heavy contribution needed?

    By Bird, June 1, 2016
    • 5 replies
    • 912 views
    • 
    • Bird
    • June 20, 2016

29. Can you be subject to PBGC (Title IV) when not subject to Title I of ERISA

    By mrchappers, May 26, 2016
    • 2 replies
    • 720 views
    • 
    • jpod
    • May 26, 2016

30. 1% Owner for Key Purposes - Clarification

    By BeanCounterBlues, May 25, 2016
    • 13 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 26, 2016

31. Match and locations

    By S- Milwaukee, May 24, 2016   

    • match
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 24, 2016

32. Related group rules for non-profits

    By R. Butler, May 23, 2016
    • 2 replies
    • 725 views
    • 
    • rcline46
    • May 24, 2016

33. Controlled Group - Participating employer sold

    By Belgarath, May 23, 2016
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • May 24, 2016

34. Money Purchase Pension Plan

    By Nassau, May 19, 2016
    • 1 reply
    • 1k views
    • 
    • david rigby
    • May 19, 2016

35. Violating 25% deductibiltiy limit--remedy?

    By BG5150, May 13, 2016
    • 10 replies
    • 1.5k views
    • 
    • Trekker
    • December 19, 2016

36. distribution from in-plan roth rollover account

    By Zorro1k, May 12, 2016   

    • protected
    • benefit
    • (and 3 more)

      Tagged with:

      • protected
      • benefit
      • roth
      • conversion
      • rollover
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • May 13, 2016

37. short plan year

    By thepensionmaven, May 10, 2016
    • 5 replies
    • 803 views
    • 
    • My 2 cents
    • May 10, 2016

38. power of attorney signature

    By Zorro1k, May 9, 2016   

    • power
    • attorney
    • (and 1 more)

      Tagged with:

      • power
      • attorney
      • signature
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • May 9, 2016

39. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.1k views
    • 
    • Mike Preston
    • July 26, 2016

40. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast, May 6, 2016
    • 2 replies
    • 966 views
    • 
    • Cynchbeast
    • May 6, 2016

41. Self Directed 401(k) Plan for Physicians

    By SwimmingInBowelsOfERISA, May 5, 2016
    • 4 replies
    • 882 views
    • 
    • Belgarath
    • May 6, 2016

42. including "taxable welfare benefits" in Sole Prop plan

    By Belgarath, May 5, 2016
    • 1 reply
    • 529 views
    • 
    • Belgarath
    • May 10, 2016

43. Eligibility

    By Belgarath, May 4, 2016
    • 2 replies
    • 581 views
    • 
    • Belgarath
    • May 4, 2016

44. IRS memorandum on Otherwise excludable employees

    By Tom Poje, April 29, 2016
    • 5 replies
    • 976 views
    • 
    • Kevin C
    • May 4, 2016

45. Rounding Top Heavy Contributions

    By tbp, April 27, 2016
    • 1 reply
    • 587 views
    • 
    • Mike Preston
    • April 27, 2016

46. Service organization?

    By Belgarath, April 25, 2016
    • 0 replies
    • 622 views
    • 
    • Belgarath
    • April 25, 2016

47. 50% J&S with 20-year certain and life

    By LarryDavid, April 21, 2016
    • 6 replies
    • 2k views
    • 
    • jpod
    • April 21, 2016

48. Special participation date

    By Cynchbeast, April 20, 2016
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • April 20, 2016

49. Self Directed Accounts in 401k Plan

    By DP, April 20, 2016
    • 11 replies
    • 2k views
    • 
    • QDROphile
    • April 21, 2016

50. Counting prior service forever?

    By AlbanyConsultant, April 19, 2016
    • 8 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • April 22, 2016