Retirement Plans in General

5,791 topics in this forum

1. Related group rules for non-profits

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

2. Money Purchase Pension Plan

   By Nassau, May 19, 2016
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • May 19, 2016

3. 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
   • 1.1k views
   • 
   • Kevin C
   • May 13, 2016

4. short plan year

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

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

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

6. power of attorney signature

   By Zorro1k, May 9, 2016   

   • power
   • attorney
   • (and 1 more)

     Tagged with:

     • power
     • attorney
     • signature
   • 2 replies
   • 1.4k views
   • 
   • MoJo
   • May 9, 2016

7. SCP amendment for early inclusion otherwise ineligible person

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

8. Recommendation to provide TPA services

   By ITCONSTRUCTS, February 4, 2016
   • 12 replies
   • 1.6k views
   • 
   • BG5150
   • May 6, 2016

9. Self Directed 401(k) Plan for Physicians

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

10. Cash Balance Plan - Self-directed?

    By Dougsbpc, April 19, 2016
    • 10 replies
    • 3.3k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

11. Defined Benefit Plan Diversification Requirements?

    By Fielding Mellish, April 18, 2016
    • 3 replies
    • 2.5k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

12. Advisor Referrals - New Fiduciary Rules

    By BeanCounterBlues, April 13, 2016
    • 4 replies
    • 1.8k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

13. IRS memorandum on Otherwise excludable employees

    By Tom Poje, April 29, 2016
    • 5 replies
    • 1k views
    • 
    • Kevin C
    • May 4, 2016

14. Eligibility

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

15. Rounding Top Heavy Contributions

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

16. Service organization?

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

17. Counting prior service forever?

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

18. 50% J&S with 20-year certain and life

    By LarryDavid, April 21, 2016
    • 6 replies
    • 2.1k views
    • 
    • jpod
    • April 21, 2016

19. Self Directed Accounts in 401k Plan

    By DP, April 20, 2016
    • 11 replies
    • 2.2k views
    • 
    • QDROphile
    • April 21, 2016

20. Special participation date

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

21. 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

22. How often should Plan Trustees meet?

    By TPAnnie, April 13, 2016
    • 6 replies
    • 1.5k views
    • 
    • ESOP Guy
    • April 19, 2016

23. communicating company profits

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

24. SAFE HARBOR PLAN - mid year?

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

25. Very confusing item on form 5307

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

26. Insurance Agent Compensation

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

27. State extension for partnership plan

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

28. Deduction of late PS contribution

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

29. Timing of Profit Sharing Contribution/Deductibility

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

30. New Comparability - Can you use integration

    By cpc0506, April 5, 2016
    • 3 replies
    • 1k views
    • 
    • Jim Chad
    • April 6, 2016

31. Service Spanning rule

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

32. top heavy and SEP, 401k

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

33. Prohibited Transaction Exemptions

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

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

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

35. DOL Audit

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

36. Related Rollover or not?

    By cpc0506, March 19, 2016
    • 2 replies
    • 2.2k views
    • 
    • Kevin C
    • March 22, 2016

37. Dual Vesting

    By dmb, January 21, 2016
    • 1 reply
    • 1.3k views
    • 
    • Nate X
    • March 21, 2016

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

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

39. 457 employer discretionary contributions included as comp?

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

40. self employment earnings/contribution calc

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

41. LLC Treated as Partnership?

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

42. Benefit Statements and Reasonable Charge

    By Zorro1k, March 11, 2016   

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

43. DOL investigations

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

44. Eligibility for rehired participant

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

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

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

46. Accounting error - affecting only owner

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

47. Key Employee Determination

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

48. unvested participant is rehired

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

49. 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
    • 851 views
    • 
    • My 2 cents
    • March 4, 2016

50. Union company, can owner have his own?

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