Retirement Plans in General

5,781 topics in this forum

1. Defined Benefit Plan Diversification Requirements?

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

2. Advisor Referrals - New Fiduciary Rules

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

3. IRS memorandum on Otherwise excludable employees

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

4. Eligibility

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

5. Rounding Top Heavy Contributions

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

6. Service organization?

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

7. Counting prior service forever?

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

8. 50% J&S with 20-year certain and life

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

9. Self Directed Accounts in 401k Plan

   By DP, April 20, 2016
   • 11 replies
   • 2.1k views
   • 
   • QDROphile
   • April 21, 2016

10. Special participation date

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

11. 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

12. How often should Plan Trustees meet?

    By TPAnnie, April 13, 2016
    • 6 replies
    • 1.4k views
    • 
    • ESOP Guy
    • April 19, 2016

13. communicating company profits

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

14. SAFE HARBOR PLAN - mid year?

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

15. Very confusing item on form 5307

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

16. Insurance Agent Compensation

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

17. State extension for partnership plan

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

18. Deduction of late PS contribution

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

19. Timing of Profit Sharing Contribution/Deductibility

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

20. New Comparability - Can you use integration

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

21. Service Spanning rule

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

22. top heavy and SEP, 401k

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

23. Prohibited Transaction Exemptions

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

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

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

25. DOL Audit

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

26. Related Rollover or not?

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

27. Dual Vesting

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

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

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

29. 457 employer discretionary contributions included as comp?

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

30. self employment earnings/contribution calc

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

31. LLC Treated as Partnership?

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

32. Benefit Statements and Reasonable Charge

    By Zorro1k, March 11, 2016   

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

33. DOL investigations

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

34. Eligibility for rehired participant

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

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

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

36. Accounting error - affecting only owner

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

37. Key Employee Determination

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

38. unvested participant is rehired

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

39. 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
    • 843 views
    • 
    • My 2 cents
    • March 4, 2016

40. Union company, can owner have his own?

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

41. 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

42. ERISA Party-in-Interest ?

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

43. Self Employed Calcs worksheet

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

44. ASPPA vs. NIPA

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

45. Insurance Policy on Terminated Employee in Plan

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

46. deduction limits

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

47. Gateway Minimum Test and $0 contribution

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

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

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

49. IRS Inquiry

    By Zorro1k, February 19, 2016   

    • IRS
    • Inquiry
    • (and 2 more)

      Tagged with:

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

50. Benefit, Right, Feature

    By Craig Schiller, February 16, 2016   

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