Retirement Plans in General

5,819 topics in this forum

1. Controlled Group

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

2. Plan termination - assets returned to plan sponsor

   By cpc0506, December 7, 2015
   • 6 replies
   • 1.6k views
   • 
   • N369RM
   • November 1, 2016

3. new limits

   By Tom Poje, September 16, 2016
   • 11 replies
   • 2.1k views
   • 
   • XTitan
   • October 27, 2016

4. QDRO payout dispute

   By Pension RC, October 26, 2016
   • 4 replies
   • 1.5k views
   • 
   • QDROphile
   • October 26, 2016

5. Loan-Out Company

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

6. New Requirements for Plans???

   By Below Ground, October 21, 2016   

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

7. MEP

   By thepensionmaven, October 18, 2016
   • 4 replies
   • 1.2k views
   • 
   • Below Ground
   • October 21, 2016

8. New Company Starts Plan

   By Earl, October 17, 2016   

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

9. resident alien?

   By AlbanyConsultant, May 20, 2014
   • 15 replies
   • 4.1k views
   • 
   • imchipbrown
   • October 10, 2016

10. SIMPLE 401K and SIMPLE IRA Controlled Group

    By delmar16, October 7, 2016   

    • SIMPLE 401K SIMPLE IRA
    • Controlled Group
    • 5 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2016

11. corporate year different than plan year

    By gregburst, October 4, 2016   

    • how much is deductible?
    • 7 replies
    • 2.6k views
    • 
    • My 2 cents
    • October 7, 2016

12. Sensitivity analysis of pension plan liability

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

13. Effective Date of new Plan

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

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

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

15. Statute of limitations on plan audits

    By SoCalActuary, September 27, 2016   

    • audit
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • September 28, 2016

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

    By SFSD, November 16, 2015
    • 12 replies
    • 3.2k views
    • 
    • MoJo
    • September 27, 2016

17. vesting credit

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

18. plan but no employer

    By Earl, September 20, 2016
    • 28 replies
    • 2.4k views
    • 
    • Earl
    • September 22, 2016

19. Existing PSP rules and regulations with Sister companies

    By PA.Trenton, September 9, 2016   

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

20. Sep Calendar year overlaps fiscal year of new plan

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

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

    By Pat Crum, September 6, 2016   

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

22. Family attribution question

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

23. PS Plan - top heavy

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

24. Annuity versus Life Insurance

    By cpc0506, August 31, 2016
    • 2 replies
    • 1k views
    • 
    • Bird
    • September 2, 2016

25. reimburse plan expense erroneously charged

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

26. Money Purchase to Profit Sharing Conversion

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

27. Profit Share Allocation

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

28. Independent auditor report

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

29. Waiver of 60-Day Rollover Requirement

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

30. eligibility - 2 year wait

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

31. 5330 for deferrals with a negative K-1... for 2014

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

32. Force self-direction of investments

    By Trekker, August 22, 2016
    • 10 replies
    • 1.5k views
    • 
    • Trekker
    • August 23, 2016

33. eligibility - 2 year wait

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

34. Plan Compensation for Self Employed Individual

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

35. Plan Mergers

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

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

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

37. Listing of TPA's in MA and NH

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

38. Plan Year vs. Fiscal Year

    By MjInvestments, August 10, 2016
    • 7 replies
    • 6.7k views
    • 
    • Bill Presson
    • August 12, 2016

39. 8955-SSA on takeover plan

    By Dennis Povloski, February 10, 2016
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • August 10, 2016

40. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

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

41. Are Loan Offsets Mandatory

    By Briandfox, August 8, 2016
    • 14 replies
    • 1.9k views
    • 
    • Briandfox
    • August 9, 2016

42. 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

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

    By TPApril, August 3, 2016   

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

44. Preventing 402(g)(1) Failure

    By anonymousbl, August 2, 2016   

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

45. Husband and wife IRA rollovers

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

46. SPD Mailing Requirements

    By luissaha, July 29, 2016
    • 4 replies
    • 1.9k views
    • 
    • My 2 cents
    • August 1, 2016

47. Spinoff Unrelated entity

    By 52626, July 28, 2016
    • 2 replies
    • 1k views
    • 
    • Kevin C
    • July 29, 2016

48. Merge Qual Replacement plan into new DB

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

49. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 4.8k views
    • 
    • Mike Preston
    • July 26, 2016

50. vesting question

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