Retirement Plans in General

5,824 topics in this forum

1. Is this an ERISA Plan?

   By ERISA-Bubs, November 16, 2016
   • 1 reply
   • 731 views
   • 
   • QDROphile
   • November 16, 2016

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

   By Bird, November 2, 2016
   • 14 replies
   • 2.2k views
   • 
   • Bird
   • November 16, 2016

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

   By katiejoseph, November 10, 2016
   • 3 replies
   • 1.9k views
   • 
   • Mike Preston
   • November 16, 2016

4. Business dissolving

   By Belgarath, November 4, 2016
   • 14 replies
   • 1.8k views
   • 
   • K2retire
   • November 14, 2016

5. mutual fund investments in plans

   By Scuba 401, November 8, 2016
   • 5 replies
   • 874 views
   • 
   • Peter Gulia
   • November 8, 2016

6. Controlled Group

   By Belgarath, November 4, 2016
   • 4 replies
   • 977 views
   • 
   • John Feldt ERPA CPC QPA
   • November 7, 2016

7. Plan termination - assets returned to plan sponsor

   By cpc0506, December 7, 2015
   • 6 replies
   • 1.8k views
   • 
   • N369RM
   • November 1, 2016

8. new limits

   By Tom Poje, September 16, 2016
   • 11 replies
   • 2.2k views
   • 
   • XTitan
   • October 27, 2016

9. QDRO payout dispute

   By Pension RC, October 26, 2016
   • 4 replies
   • 1.6k views
   • 
   • QDROphile
   • October 26, 2016

10. Loan-Out Company

    By §#$%!, October 25, 2016
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • October 26, 2016

11. New Requirements for Plans???

    By Below Ground, October 21, 2016   

    • Benchmarking and 404(c)
    • 6 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • October 21, 2016

12. MEP

    By thepensionmaven, October 18, 2016
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • October 21, 2016

13. New Company Starts Plan

    By Earl, October 17, 2016   

    • eligibility
    • 3 replies
    • 995 views
    • 
    • Bird
    • October 18, 2016

14. resident alien?

    By AlbanyConsultant, May 20, 2014
    • 15 replies
    • 4.2k views
    • 
    • imchipbrown
    • October 10, 2016

15. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16, October 7, 2016   

    • SIMPLE 401K SIMPLE IRA
    • Controlled Group
    • 5 replies
    • 3.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2016

16. corporate year different than plan year

    By gregburst, October 4, 2016   

    • how much is deductible?
    • 7 replies
    • 2.7k views
    • 
    • My 2 cents
    • October 7, 2016

17. Sensitivity analysis of pension plan liability

    By Brad Jacobs, October 1, 2016
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 3, 2016

18. Effective Date of new Plan

    By Hokielady, September 30, 2016
    • 5 replies
    • 3.1k views
    • 
    • Mike Preston
    • October 3, 2016

19. Alternative Methods for Determining Fees in Lieu of Revenue Sharing

    By rocknrolls2, September 28, 2016
    • 2 replies
    • 833 views
    • 
    • Mr Bagwell
    • September 28, 2016

20. Statute of limitations on plan audits

    By SoCalActuary, September 27, 2016   

    • audit
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 28, 2016

21. "Retirement Loan Eraser??!!" - How/what?

    By SFSD, November 16, 2015
    • 12 replies
    • 3.3k views
    • 
    • MoJo
    • September 27, 2016

22. vesting credit

    By Guest gwj57, October 20, 2005
    • 10 replies
    • 3.7k views
    • 
    • My 2 cents
    • September 26, 2016

23. plan but no employer

    By Earl, September 20, 2016
    • 28 replies
    • 2.5k views
    • 
    • Earl
    • September 22, 2016

24. Existing PSP rules and regulations with Sister companies

    By PA.Trenton, September 9, 2016   

    • Keep plan? Terminate? Rules?
    • 2 replies
    • 918 views
    • 
    • ESOP Guy
    • September 9, 2016

25. Sep Calendar year overlaps fiscal year of new plan

    By Belgarath, September 8, 2016
    • 0 replies
    • 671 views
    • 
    • Belgarath
    • September 8, 2016

26. Roth deferrals mid-year. Should participants submit updated deferral agreements?

    By Pat Crum, September 6, 2016   

    • Roth
    • deferral agreements
    • 1 reply
    • 927 views
    • 
    • Lou S.
    • September 6, 2016

27. Family attribution question

    By Cynchbeast, September 3, 2016
    • 3 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • September 4, 2016

28. PS Plan - top heavy

    By Belgarath, August 29, 2016
    • 12 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2016

29. Annuity versus Life Insurance

    By cpc0506, August 31, 2016
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 2, 2016

30. reimburse plan expense erroneously charged

    By Scuba 401, September 1, 2016
    • 3 replies
    • 989 views
    • 
    • BG5150
    • September 2, 2016

31. Money Purchase to Profit Sharing Conversion

    By Fielding Mellish, August 30, 2016
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • September 1, 2016

32. Profit Share Allocation

    By coleboy, August 30, 2016
    • 1 reply
    • 601 views
    • 
    • rcline46
    • August 30, 2016

33. Independent auditor report

    By thepensionmaven, August 24, 2016
    • 5 replies
    • 1.5k views
    • 
    • Bill Presson
    • August 26, 2016

34. Waiver of 60-Day Rollover Requirement

    By spiritrider, August 25, 2016
    • 0 replies
    • 591 views
    • 
    • spiritrider
    • August 25, 2016

35. eligibility - 2 year wait

    By Chippy, August 24, 2016
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • August 24, 2016

36. 5330 for deferrals with a negative K-1... for 2014

    By AlbanyConsultant, August 24, 2016
    • 0 replies
    • 583 views
    • 
    • AlbanyConsultant
    • August 24, 2016

37. Force self-direction of investments

    By Trekker, August 22, 2016
    • 10 replies
    • 1.6k views
    • 
    • Trekker
    • August 23, 2016

38. eligibility - 2 year wait

    By Chippy, August 18, 2016
    • 3 replies
    • 2.8k views
    • 
    • Chippy
    • August 22, 2016

39. Plan Compensation for Self Employed Individual

    By LMD1, August 18, 2016
    • 2 replies
    • 1.1k views
    • 
    • LMD1
    • August 19, 2016

40. Plan Mergers

    By Madison71, August 18, 2016
    • 16 replies
    • 2.4k views
    • 
    • Madison71
    • August 19, 2016

41. Too much contribution made in 2013 to 1 participant PS Plan

    By RayJJohnsonJr, August 5, 2016
    • 7 replies
    • 944 views
    • 
    • Belgarath
    • August 19, 2016

42. Listing of TPA's in MA and NH

    By valmcclendon78@comcast.net, August 16, 2016
    • 0 replies
    • 989 views
    • 
    • valmcclendon78@comcast.net
    • August 16, 2016

43. Plan Year vs. Fiscal Year

    By MjInvestments, August 10, 2016
    • 7 replies
    • 6.8k views
    • 
    • Bill Presson
    • August 12, 2016

44. 8955-SSA on takeover plan

    By Dennis Povloski, February 10, 2016
    • 5 replies
    • 2k views
    • 
    • ESOP Guy
    • August 10, 2016

45. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

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

46. Are Loan Offsets Mandatory

    By Briandfox, August 8, 2016
    • 14 replies
    • 2k views
    • 
    • Briandfox
    • August 9, 2016

47. 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
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • August 5, 2016

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

    By TPApril, August 3, 2016   

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

49. Preventing 402(g)(1) Failure

    By anonymousbl, August 2, 2016   

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

50. Husband and wife IRA rollovers

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