Retirement Plans in General

5,753 topics in this forum

1. Cash Balance Plan - Self-directed?

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

2. Defined Benefit Plan Diversification Requirements?

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

3. communicating company profits

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

4. Does a plan tax-report payments on Form 1099-MISC?

   By Peter Gulia, April 15, 2016   

   • 1099-MISC
   • 7 replies
   • 3.5k views
   • 
   • aGordeno
   • November 7, 2018

5. 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

6. SAFE HARBOR PLAN - mid year?

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

7. Advisor Referrals - New Fiduciary Rules

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

8. How often should Plan Trustees meet?

   By TPAnnie, April 13, 2016
   • 6 replies
   • 1.3k views
   • 
   • ESOP Guy
   • April 19, 2016

9. Insurance Agent Compensation

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

10. State extension for partnership plan

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

11. Deduction of late PS contribution

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

12. New Comparability - Can you use integration

    By cpc0506, April 5, 2016
    • 3 replies
    • 972 views
    • 
    • Jim Chad
    • April 6, 2016

13. Service Spanning rule

    By cpc0506, April 4, 2016
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 5, 2016

14. top heavy and SEP, 401k

    By Belgarath, April 4, 2016
    • 1 reply
    • 534 views
    • 
    • Lou S.
    • April 4, 2016

15. Prohibited Transaction Exemptions

    By tigerdallas, March 29, 2016
    • 2 replies
    • 1.6k views
    • 
    • tigerdallas
    • March 31, 2016

16. Money Purchase Plan - definitely determinable benefits under 1.401-1(b)

    By Belgarath, March 24, 2016
    • 1 reply
    • 641 views
    • 
    • Belgarath
    • March 31, 2016

17. Strange question - overcontribution to non=profit Money Purchase

    By Belgarath, March 21, 2016
    • 0 replies
    • 580 views
    • 
    • Belgarath
    • March 21, 2016

18. Related Rollover or not?

    By cpc0506, March 19, 2016
    • 2 replies
    • 2.1k views
    • 
    • Kevin C
    • March 22, 2016

19. DOL Audit

    By mming, March 18, 2016
    • 6 replies
    • 915 views
    • 
    • Earl
    • March 26, 2016

20. 457 employer discretionary contributions included as comp?

    By Belgarath, March 15, 2016
    • 0 replies
    • 934 views
    • 
    • Belgarath
    • March 15, 2016

21. self employment earnings/contribution calc

    By Chippy, March 14, 2016
    • 2 replies
    • 731 views
    • 
    • mphs77
    • March 14, 2016

22. LLC Treated as Partnership?

    By LLC_Issue, March 11, 2016
    • 5 replies
    • 896 views
    • 
    • Lou S.
    • March 11, 2016

23. Benefit Statements and Reasonable Charge

    By Zorro1k, March 11, 2016   

    • Benefit statement
    • charge
    • 0 replies
    • 663 views
    • 
    • Zorro1k
    • March 11, 2016

24. DOL investigations

    By K2retire, March 10, 2016
    • 2 replies
    • 925 views
    • 
    • K2retire
    • March 10, 2016

25. Have Special VCP Fees under Rev. Proc. 2016-8?

    By Briandfox, March 9, 2016
    • 1 reply
    • 733 views
    • 
    • PensionPro
    • March 9, 2016

26. Eligibility for rehired participant

    By Chippy, March 9, 2016
    • 3 replies
    • 2.3k views
    • 
    • Lou S.
    • March 9, 2016

27. unvested participant is rehired

    By cpc0506, March 4, 2016
    • 5 replies
    • 842 views
    • 
    • cpc0506
    • March 4, 2016

28. Missing Participants - Statement Requirements

    By LANDO, March 4, 2016   

    • lost participant
    • missing participant
    • (and 1 more)

      Tagged with:

      • lost participant
      • missing participant
      • statement requirement
    • 5 replies
    • 818 views
    • 
    • My 2 cents
    • March 4, 2016

29. Accounting error - affecting only owner

    By Cynchbeast, March 4, 2016
    • 5 replies
    • 958 views
    • 
    • Bird
    • March 8, 2016

30. Union company, can owner have his own?

    By ombskid, March 3, 2016
    • 1 reply
    • 525 views
    • 
    • Mike Preston
    • March 3, 2016

31. Key Employee Determination

    By Gilmore, March 3, 2016
    • 11 replies
    • 3.4k views
    • 
    • Gilmore
    • March 8, 2016

32. ERISA Party-in-Interest ?

    By PPACA Cat, March 2, 2016
    • 0 replies
    • 800 views
    • 
    • PPACA Cat
    • March 2, 2016

33. Counting hours for eligibility of part-time professionals

    By E as in ERISA, March 2, 2016   

    • eligbility hours years servic
    • 11 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 3, 2016

34. Self Employed Calcs worksheet

    By Pammie57, February 29, 2016
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 1, 2016

35. ASPPA vs. NIPA

    By Gadgetfreak, February 29, 2016
    • 0 replies
    • 1.5k views
    • 
    • Gadgetfreak
    • February 29, 2016

36. Audited Plan question

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

37. Gateway Minimum Test and $0 contribution

    By Cynchbeast, February 22, 2016
    • 2 replies
    • 851 views
    • 
    • Mike Preston
    • February 22, 2016

38. deduction limits

    By K2retire, February 22, 2016
    • 7 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 23, 2016

39. Is Participant Investment Direction a protected BR&F?

    By mgcpension, February 19, 2016
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • February 22, 2016

40. Timing of Profit Sharing Contribution/Deductibility

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

41. IRS Inquiry

    By Zorro1k, February 19, 2016   

    • IRS
    • Inquiry
    • (and 2 more)

      Tagged with:

      • IRS
      • Inquiry
      • Due
      • Date
    • 2 replies
    • 816 views
    • 
    • ESOP Guy
    • February 19, 2016

42. Benefit, Right, Feature

    By Craig Schiller, February 16, 2016   

    • Former participants and BR&F
    • 6 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 17, 2016

43. From No U.S. Income to U.S. Income

    By Nate X, February 11, 2016   

    • non resident alien
    • HCE
    • (and 1 more)

      Tagged with:

      • non resident alien
      • HCE
      • no U.S. income
    • 0 replies
    • 764 views
    • 
    • Nate X
    • February 11, 2016

44. Insurance Policy on Terminated Employee in Plan

    By PensionPro, February 11, 2016
    • 9 replies
    • 1.6k views
    • 
    • Bird
    • February 25, 2016

45. 403(b) and 401(k) Consultants

    By erturner22, February 11, 2016   

    • consultant; retirement
    • 0 replies
    • 644 views
    • 
    • erturner22
    • February 11, 2016

46. 8955-SSA on takeover plan

    By Dennis Povloski, February 10, 2016
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • August 10, 2016

47. adding loans to safe harbor plan - mid year amendment allowed or not

    By cpc0506, February 9, 2016
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • December 6, 2017

48. Company leaves control group, one employee stays with another member. SH question

    By BG5150, February 9, 2016
    • 5 replies
    • 695 views
    • 
    • Bird
    • February 12, 2016

49. Loan Interest - 12%

    By 52626, February 5, 2016
    • 25 replies
    • 2k views
    • 
    • jpod
    • February 9, 2016

50. Top Heavy to participants excluded from PS ?

    By Cynchbeast, February 4, 2016
    • 3 replies
    • 783 views
    • 
    • BG5150
    • February 4, 2016