Retirement Plans in General

5,762 topics in this forum

1. New Comparability - Can you use integration

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

2. Service Spanning rule

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

3. top heavy and SEP, 401k

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

4. Prohibited Transaction Exemptions

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

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

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

6. DOL Audit

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

7. Related Rollover or not?

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

8. Dual Vesting

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

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

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

10. 457 employer discretionary contributions included as comp?

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

11. self employment earnings/contribution calc

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

12. LLC Treated as Partnership?

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

13. Benefit Statements and Reasonable Charge

    By Zorro1k, March 11, 2016   

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

14. DOL investigations

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

15. Eligibility for rehired participant

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

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

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

17. Accounting error - affecting only owner

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

18. Key Employee Determination

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

19. unvested participant is rehired

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

20. 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
    • 825 views
    • 
    • My 2 cents
    • March 4, 2016

21. Union company, can owner have his own?

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

22. 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

23. ERISA Party-in-Interest ?

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

24. Self Employed Calcs worksheet

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

25. ASPPA vs. NIPA

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

26. Insurance Policy on Terminated Employee in Plan

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

27. deduction limits

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

28. Gateway Minimum Test and $0 contribution

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

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

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

30. IRS Inquiry

    By Zorro1k, February 19, 2016   

    • IRS
    • Inquiry
    • (and 2 more)

      Tagged with:

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

31. Benefit, Right, Feature

    By Craig Schiller, February 16, 2016   

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

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

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

33. 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
    • 769 views
    • 
    • Nate X
    • February 11, 2016

34. 403(b) and 401(k) Consultants

    By erturner22, February 11, 2016   

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

35. Loan Interest - 12%

    By 52626, February 5, 2016
    • 25 replies
    • 2.1k views
    • 
    • jpod
    • February 9, 2016

36. Top Heavy to participants excluded from PS ?

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

37. Self-employment tax on Pension distribution??

    By drunkewok, February 3, 2016
    • 4 replies
    • 3.1k views
    • 
    • masteff
    • February 3, 2016

38. Need earnings calculation worksheet

    By BG5150, January 8, 2016
    • 3 replies
    • 875 views
    • 
    • Bird
    • February 3, 2016

39. Money Purchase Plans amending NRA to age 62

    By Belgarath, January 28, 2016
    • 5 replies
    • 889 views
    • 
    • Belgarath
    • February 3, 2016

40. New Plan Just for Loans

    By Young Curmudgeon, January 28, 2016
    • 1 reply
    • 633 views
    • 
    • Belgarath
    • January 28, 2016

41. Unclear Beneficiary Designation

    By Zorro1k, January 26, 2016   

    • Beneficiary
    • non-erisa
    • (and 2 more)

      Tagged with:

      • Beneficiary
      • non-erisa
      • unclear
      • designation
    • 5 replies
    • 2k views
    • 
    • Zorro1k
    • January 27, 2016

42. Spin off, new plan, or what?

    By BG5150, January 26, 2016
    • 3 replies
    • 1.8k views
    • 
    • rcline46
    • January 26, 2016

43. Money Market Reform - Who Qualifies for Retail MMFs?

    By LANDO, January 25, 2016   

    • Money Markey Reform
    • 401(k) Plans
    • (and 1 more)

      Tagged with:

      • Money Markey Reform
      • 401(k) Plans
      • Retirement Plans
    • 0 replies
    • 739 views
    • 
    • LANDO
    • January 25, 2016

44. 5500-SF for 2015

    By Cynchbeast, January 21, 2016
    • 8 replies
    • 1.1k views
    • 
    • GMK
    • January 22, 2016

45. Full time employment to part-time

    By thepensionmaven, January 21, 2016
    • 3 replies
    • 641 views
    • 
    • Tom Poje
    • January 21, 2016

46. 403(b) Plan and Money Purchase Plan

    By Belgarath, January 20, 2016
    • 8 replies
    • 1.9k views
    • 
    • Belgarath
    • January 21, 2016

47. Combined Trust

    By Dougsbpc, January 21, 2016
    • 1 reply
    • 615 views
    • 
    • Bird
    • January 21, 2016

48. When is this participant eligible for the CT PS contribution?

    By Pammie57, January 19, 2016
    • 7 replies
    • 754 views
    • 
    • Tom Poje
    • January 20, 2016

49. Reporting transfers of stock under an Employee Stock Purchase Plan on Form 3922

    By ERISA-Bubs, January 19, 2016
    • 0 replies
    • 629 views
    • 
    • ERISA-Bubs
    • January 19, 2016

50. profit sharing allocation to rehired retiree

    By pmacduff, January 15, 2016
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • January 18, 2016