Retirement Plans in General

5,802 topics in this forum

1. Existing PSP rules and regulations with Sister companies

   By PA.Trenton, September 9, 2016   

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

2. Sep Calendar year overlaps fiscal year of new plan

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

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

   By Pat Crum, September 6, 2016   

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

4. Family attribution question

   By Cynchbeast, September 3, 2016
   • 3 replies
   • 1k views
   • 
   • RatherBeGolfing
   • September 4, 2016

5. PS Plan - top heavy

   By Belgarath, August 29, 2016
   • 12 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • September 2, 2016

6. Annuity versus Life Insurance

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

7. reimburse plan expense erroneously charged

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

8. Money Purchase to Profit Sharing Conversion

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

9. Profit Share Allocation

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

10. Independent auditor report

    By thepensionmaven, August 24, 2016
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • August 26, 2016

11. Waiver of 60-Day Rollover Requirement

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

12. eligibility - 2 year wait

    By Chippy, August 24, 2016
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • August 24, 2016

13. 5330 for deferrals with a negative K-1... for 2014

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

14. Force self-direction of investments

    By Trekker, August 22, 2016
    • 10 replies
    • 1.4k views
    • 
    • Trekker
    • August 23, 2016

15. eligibility - 2 year wait

    By Chippy, August 18, 2016
    • 3 replies
    • 2.7k views
    • 
    • Chippy
    • August 22, 2016

16. Plan Compensation for Self Employed Individual

    By LMD1, August 18, 2016
    • 2 replies
    • 912 views
    • 
    • LMD1
    • August 19, 2016

17. Plan Mergers

    By Madison71, August 18, 2016
    • 16 replies
    • 2.2k views
    • 
    • Madison71
    • August 19, 2016

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

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

19. Listing of TPA's in MA and NH

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

20. Plan Year vs. Fiscal Year

    By MjInvestments, August 10, 2016
    • 7 replies
    • 6.4k views
    • 
    • Bill Presson
    • August 12, 2016

21. 8955-SSA on takeover plan

    By Dennis Povloski, February 10, 2016
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • August 10, 2016

22. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

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

23. Are Loan Offsets Mandatory

    By Briandfox, August 8, 2016
    • 14 replies
    • 1.8k views
    • 
    • Briandfox
    • August 9, 2016

24. 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
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • August 5, 2016

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

    By TPApril, August 3, 2016   

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

26. Preventing 402(g)(1) Failure

    By anonymousbl, August 2, 2016   

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

27. Husband and wife IRA rollovers

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

28. SPD Mailing Requirements

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

29. Spinoff Unrelated entity

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

30. Merge Qual Replacement plan into new DB

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

31. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.6k views
    • 
    • Mike Preston
    • July 26, 2016

32. vesting question

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

33. Top Heavy Minimum and Gateway

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

34. Audited Plan question

    By cpc0506, February 24, 2016
    • 8 replies
    • 1.4k views
    • 
    • actuarysmith
    • July 22, 2016

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

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

36. indexed limits projection

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

37. Top Paid 25 HCE by marriage?

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

38. spousal consent to optional form

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

39. compensation question

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

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

    By GrammieMame, June 24, 2016
    • 8 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 28, 2016

41. contribution deduction - off calendar fiscal client

    By pmacduff, January 29, 2014
    • 3 replies
    • 7.1k views
    • 
    • TPApril
    • June 20, 2016

42. Top heavy contribution needed?

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

43. Affiliated Service Group?

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

44. 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

45. affiliated service

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

46. Allocation of employer contribution

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

47. Memory check - rate group testing

    By Belgarath, June 16, 2016
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • June 16, 2016

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

    By caryn22359, June 13, 2016
    • 13 replies
    • 3.5k views
    • 
    • Bird
    • June 15, 2016

49. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.7k views
    • 
    • shERPA
    • June 14, 2016

50. "US Census Data" request

    By Belgarath, June 8, 2016
    • 8 replies
    • 1k views
    • 
    • MoJo
    • June 10, 2016