Retirement Plans in General

5,762 topics in this forum

1. contribution deduction - off calendar fiscal client

   By pmacduff, January 29, 2014
   • 3 replies
   • 6.9k views
   • 
   • TPApril
   • June 20, 2016

2. Top heavy contribution needed?

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

3. Affiliated Service Group?

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

4. 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

5. affiliated service

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

6. Allocation of employer contribution

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

7. Memory check - rate group testing

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

8. 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

9. Retirement Plan in sale of business

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

10. "US Census Data" request

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

11. Adding Hardship Withdrawal to Plan..

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

12. Affiliated Service Group

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

13. Hardship request and power of attorney

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

14. 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

15. Restate document from Individually designed to pre-approve

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

16. Contribution on behalf of a deceased owner.

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

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

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

18. 1% Owner for Key Purposes - Clarification

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

19. Match and locations

    By S- Milwaukee, May 24, 2016   

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

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

    By My 2 cents, July 14, 2015
    • 23 replies
    • 6.2k views
    • 
    • My 2 cents
    • May 24, 2016

21. Controlled Group - Participating employer sold

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

22. Related group rules for non-profits

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

23. Money Purchase Pension Plan

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

24. 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

25. short plan year

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

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

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

27. 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

28. SCP amendment for early inclusion otherwise ineligible person

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

29. Recommendation to provide TPA services

    By ITCONSTRUCTS, February 4, 2016
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • May 6, 2016

30. Self Directed 401(k) Plan for Physicians

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

31. Cash Balance Plan - Self-directed?

    By Dougsbpc, April 19, 2016
    • 10 replies
    • 3.1k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

32. Defined Benefit Plan Diversification Requirements?

    By Fielding Mellish, April 18, 2016
    • 3 replies
    • 2.4k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

33. Advisor Referrals - New Fiduciary Rules

    By BeanCounterBlues, April 13, 2016
    • 4 replies
    • 1.7k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

34. IRS memorandum on Otherwise excludable employees

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

35. Eligibility

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

36. Rounding Top Heavy Contributions

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

37. Service organization?

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

38. Counting prior service forever?

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

39. 50% J&S with 20-year certain and life

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

40. Self Directed Accounts in 401k Plan

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

41. Special participation date

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

42. May a plan’s assets be used to pay a credit to a participant’s account if she persuades a coworker to join the plan?

    By Peter Gulia, April 15, 2016   

    • exclusive benefit;
    • 18 replies
    • 1.3k views
    • 
    • movedon
    • April 20, 2016

43. How often should Plan Trustees meet?

    By TPAnnie, April 13, 2016
    • 6 replies
    • 1.4k views
    • 
    • ESOP Guy
    • April 19, 2016

44. communicating company profits

    By Monica Barnard, April 18, 2016
    • 3 replies
    • 664 views
    • 
    • ESOP Guy
    • April 18, 2016

45. SAFE HARBOR PLAN - mid year?

    By Pammie57, April 14, 2016
    • 2 replies
    • 631 views
    • 
    • Tom Poje
    • April 14, 2016

46. Very confusing item on form 5307

    By Trekker, October 21, 2015
    • 2 replies
    • 1.3k views
    • 
    • Trekker
    • April 14, 2016

47. Insurance Agent Compensation

    By R. Butler, April 12, 2016
    • 0 replies
    • 541 views
    • 
    • R. Butler
    • April 12, 2016

48. State extension for partnership plan

    By Bird, April 11, 2016
    • 4 replies
    • 611 views
    • 
    • Belgarath
    • April 12, 2016

49. Deduction of late PS contribution

    By Cynchbeast, April 8, 2016
    • 2 replies
    • 647 views
    • 
    • Belgarath
    • April 8, 2016

50. Timing of Profit Sharing Contribution/Deductibility

    By Pammie57, February 19, 2016
    • 10 replies
    • 2k views
    • 
    • jpod
    • April 7, 2016