Retirement Plans in General

5,781 topics in this forum

1. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

   By AlbanyConsultant, August 10, 2016
   • 0 replies
   • 763 views
   • 
   • AlbanyConsultant
   • August 10, 2016

2. Are Loan Offsets Mandatory

   By Briandfox, August 8, 2016
   • 14 replies
   • 1.7k views
   • 
   • Briandfox
   • August 9, 2016

3. 2016 IRS Benefits & Contributions Limits Announced

   By Carol V. Calhoun, October 21, 2015   

   • 415
   • 401(k)
   • (and 6 more)

     Tagged with:

     • 415
     • 401(k)
     • defined benefit
     • defined contribution
     • highly compensated employee
     • 403(b)
     • 457
     • section 415
   • 2 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • August 5, 2016

4. MP Plans - control group & effect of compliance on each other

   By TPApril, August 3, 2016   

   • contributions
   • 0 replies
   • 534 views
   • 
   • TPApril
   • August 3, 2016

5. Preventing 402(g)(1) Failure

   By anonymousbl, August 2, 2016   

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

6. Husband and wife IRA rollovers

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

7. SPD Mailing Requirements

   By luissaha, July 29, 2016
   • 4 replies
   • 1.8k views
   • 
   • My 2 cents
   • August 1, 2016

8. Spinoff Unrelated entity

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

9. Merge Qual Replacement plan into new DB

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

10. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.3k views
    • 
    • Mike Preston
    • July 26, 2016

11. vesting question

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

12. Top Heavy Minimum and Gateway

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

13. Audited Plan question

    By cpc0506, February 24, 2016
    • 8 replies
    • 1.2k views
    • 
    • actuarysmith
    • July 22, 2016

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

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

15. indexed limits projection

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

16. Top Paid 25 HCE by marriage?

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

17. spousal consent to optional form

    By Beemer, July 8, 2016
    • 5 replies
    • 1.1k views
    • 
    • Beemer
    • July 11, 2016

18. compensation question

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

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

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

20. contribution deduction - off calendar fiscal client

    By pmacduff, January 29, 2014
    • 3 replies
    • 7k views
    • 
    • TPApril
    • June 20, 2016

21. Top heavy contribution needed?

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

22. Affiliated Service Group?

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

23. 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

24. affiliated service

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

25. Allocation of employer contribution

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

26. Memory check - rate group testing

    By Belgarath, June 16, 2016
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • June 16, 2016

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

    By caryn22359, June 13, 2016
    • 13 replies
    • 3.3k views
    • 
    • Bird
    • June 15, 2016

28. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.6k views
    • 
    • shERPA
    • June 14, 2016

29. "US Census Data" request

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

30. Adding Hardship Withdrawal to Plan..

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

31. Affiliated Service Group

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

32. Hardship request and power of attorney

    By cpc0506, June 6, 2016
    • 12 replies
    • 2.4k views
    • 
    • Peter Gulia
    • June 7, 2016

33. 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

34. Restate document from Individually designed to pre-approve

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

35. Contribution on behalf of a deceased owner.

    By katieinny, October 11, 2004
    • 7 replies
    • 3.3k views
    • 
    • Bird
    • June 1, 2016

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

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

37. 1% Owner for Key Purposes - Clarification

    By BeanCounterBlues, May 25, 2016
    • 13 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 26, 2016

38. Match and locations

    By S- Milwaukee, May 24, 2016   

    • match
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • May 24, 2016

39. State escheat laws - pre-empted by ERISA?

    By My 2 cents, July 14, 2015
    • 23 replies
    • 6.3k views
    • 
    • My 2 cents
    • May 24, 2016

40. Controlled Group - Participating employer sold

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

41. Related group rules for non-profits

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

42. Money Purchase Pension Plan

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

43. 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
    • 1.1k views
    • 
    • Kevin C
    • May 13, 2016

44. short plan year

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

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

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

46. power of attorney signature

    By Zorro1k, May 9, 2016   

    • power
    • attorney
    • (and 1 more)

      Tagged with:

      • power
      • attorney
      • signature
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • May 9, 2016

47. SCP amendment for early inclusion otherwise ineligible person

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

48. Recommendation to provide TPA services

    By ITCONSTRUCTS, February 4, 2016
    • 12 replies
    • 1.6k views
    • 
    • BG5150
    • May 6, 2016

49. Self Directed 401(k) Plan for Physicians

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

50. Cash Balance Plan - Self-directed?

    By Dougsbpc, April 19, 2016
    • 10 replies
    • 3.2k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016