Retirement Plans in General

5,819 topics in this forum

1. Top Heavy Minimum and Gateway

   By Dougsbpc, July 24, 2016
   • 4 replies
   • 1.4k views
   • 
   • Tom Poje
   • July 25, 2016

2. Audited Plan question

   By cpc0506, February 24, 2016
   • 8 replies
   • 1.5k views
   • 
   • actuarysmith
   • July 22, 2016

3. Good contact # at DOL? (ERISA bonding question)

   By IhrtERISA, July 18, 2016
   • 4 replies
   • 813 views
   • 
   • hr for me
   • July 19, 2016

4. indexed limits projection

   By Tom Poje, July 18, 2016
   • 0 replies
   • 659 views
   • 
   • Tom Poje
   • July 18, 2016

5. Top Paid 25 HCE by marriage?

   By JButtrick, July 15, 2016
   • 0 replies
   • 799 views
   • 
   • JButtrick
   • July 15, 2016

6. spousal consent to optional form

   By Beemer, July 8, 2016
   • 5 replies
   • 1.2k views
   • 
   • Beemer
   • July 11, 2016

7. compensation question

   By K2retire, July 7, 2016
   • 0 replies
   • 678 views
   • 
   • K2retire
   • July 7, 2016

8. Participation waived - do they get Top Heavy contributon?

   By GrammieMame, June 24, 2016
   • 8 replies
   • 1.7k views
   • 
   • Tom Poje
   • June 28, 2016

9. contribution deduction - off calendar fiscal client

   By pmacduff, January 29, 2014
   • 3 replies
   • 7.1k views
   • 
   • TPApril
   • June 20, 2016

10. Top heavy contribution needed?

    By Bird, June 1, 2016
    • 5 replies
    • 1k views
    • 
    • Bird
    • June 20, 2016

11. Affiliated Service Group?

    By Dougsbpc, June 19, 2016
    • 0 replies
    • 683 views
    • 
    • Dougsbpc
    • June 19, 2016

12. Terminated Employee in DC plan - 410(b)

    By cohendrake, June 16, 2016   

    • 410(b) top-heavy
    • 4 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 17, 2016

13. affiliated service

    By thepensionmaven, June 16, 2016
    • 1 reply
    • 603 views
    • 
    • Mike Preston
    • June 16, 2016

14. Allocation of employer contribution

    By ErisaGooroo, June 16, 2016
    • 4 replies
    • 955 views
    • 
    • ErisaGooroo
    • June 16, 2016

15. Memory check - rate group testing

    By Belgarath, June 16, 2016
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • June 16, 2016

16. Profit sharing plan. Beneficiary does not want to take pension contriibution.

    By caryn22359, June 13, 2016
    • 13 replies
    • 3.7k views
    • 
    • Bird
    • June 15, 2016

17. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 1.9k views
    • 
    • shERPA
    • June 14, 2016

18. "US Census Data" request

    By Belgarath, June 8, 2016
    • 8 replies
    • 1.1k views
    • 
    • MoJo
    • June 10, 2016

19. Adding Hardship Withdrawal to Plan..

    By Fielding Mellish, June 9, 2016
    • 1 reply
    • 674 views
    • 
    • Mike Preston
    • June 9, 2016

20. Affiliated Service Group

    By thepensionmaven, June 9, 2016
    • 1 reply
    • 712 views
    • 
    • rcline46
    • June 9, 2016

21. Hardship request and power of attorney

    By cpc0506, June 6, 2016
    • 12 replies
    • 2.6k views
    • 
    • Peter Gulia
    • June 7, 2016

22. Can a 414(k) plan be a profit-sharing plan?

    By Carol V. Calhoun, June 5, 2016
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • June 6, 2016

23. Restate document from Individually designed to pre-approve

    By Soundbc1, June 2, 2016
    • 2 replies
    • 916 views
    • 
    • Soundbc1
    • June 2, 2016

24. Contribution on behalf of a deceased owner.

    By katieinny, October 11, 2004
    • 7 replies
    • 3.5k views
    • 
    • Bird
    • June 1, 2016

25. Can you be subject to PBGC (Title IV) when not subject to Title I of ERISA

    By mrchappers, May 26, 2016
    • 2 replies
    • 838 views
    • 
    • jpod
    • May 26, 2016

26. 1% Owner for Key Purposes - Clarification

    By BeanCounterBlues, May 25, 2016
    • 13 replies
    • 2k views
    • 
    • Tom Poje
    • May 26, 2016

27. Match and locations

    By S- Milwaukee, May 24, 2016   

    • match
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • May 24, 2016

28. State escheat laws - pre-empted by ERISA?

    By My 2 cents, July 14, 2015
    • 23 replies
    • 7k views
    • 
    • My 2 cents
    • May 24, 2016

29. Controlled Group - Participating employer sold

    By Belgarath, May 23, 2016
    • 4 replies
    • 2k views
    • 
    • Belgarath
    • May 24, 2016

30. Related group rules for non-profits

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

31. Money Purchase Pension Plan

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

32. 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
    • 1.2k views
    • 
    • Kevin C
    • May 13, 2016

33. short plan year

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

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

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

35. power of attorney signature

    By Zorro1k, May 9, 2016   

    • power
    • attorney
    • (and 1 more)

      Tagged with:

      • power
      • attorney
      • signature
    • 2 replies
    • 1.6k views
    • 
    • MoJo
    • May 9, 2016

36. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast, May 6, 2016
    • 2 replies
    • 1.1k views
    • 
    • Cynchbeast
    • May 6, 2016

37. Recommendation to provide TPA services

    By ITCONSTRUCTS, February 4, 2016
    • 12 replies
    • 1.9k views
    • 
    • BG5150
    • May 6, 2016

38. Self Directed 401(k) Plan for Physicians

    By SwimmingInBowelsOfERISA, May 5, 2016
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • May 6, 2016

39. Cash Balance Plan - Self-directed?

    By Dougsbpc, April 19, 2016
    • 10 replies
    • 3.8k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

40. Defined Benefit Plan Diversification Requirements?

    By Fielding Mellish, April 18, 2016
    • 3 replies
    • 2.6k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

41. Advisor Referrals - New Fiduciary Rules

    By BeanCounterBlues, April 13, 2016
    • 4 replies
    • 2k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

42. IRS memorandum on Otherwise excludable employees

    By Tom Poje, April 29, 2016
    • 5 replies
    • 1.1k views
    • 
    • Kevin C
    • May 4, 2016

43. Eligibility

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

44. Rounding Top Heavy Contributions

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

45. Service organization?

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

46. Counting prior service forever?

    By AlbanyConsultant, April 19, 2016
    • 8 replies
    • 1.9k views
    • 
    • AlbanyConsultant
    • April 22, 2016

47. 50% J&S with 20-year certain and life

    By LarryDavid, April 21, 2016
    • 6 replies
    • 2.3k views
    • 
    • jpod
    • April 21, 2016

48. Self Directed Accounts in 401k Plan

    By DP, April 20, 2016
    • 11 replies
    • 2.7k views
    • 
    • QDROphile
    • April 21, 2016

49. Special participation date

    By Cynchbeast, April 20, 2016
    • 3 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • April 20, 2016

50. 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
    • 1.6k views
    • 
    • movedon
    • April 20, 2016