Retirement Plans in General

5,839 topics in this forum

1. 5330 for deferrals with a negative K-1... for 2014

   By AlbanyConsultant, August 24, 2016
   • 0 replies
   • 665 views
   • 
   • AlbanyConsultant
   • August 24, 2016

2. Force self-direction of investments

   By Trekker, August 22, 2016
   • 10 replies
   • 1.8k views
   • 
   • Trekker
   • August 23, 2016

3. eligibility - 2 year wait

   By Chippy, August 18, 2016
   • 3 replies
   • 2.9k views
   • 
   • Chippy
   • August 22, 2016

4. Plan Compensation for Self Employed Individual

   By LMD1, August 18, 2016
   • 2 replies
   • 1.2k views
   • 
   • LMD1
   • August 19, 2016

5. Plan Mergers

   By Madison71, August 18, 2016
   • 16 replies
   • 2.7k views
   • 
   • Madison71
   • August 19, 2016

6. Too much contribution made in 2013 to 1 participant PS Plan

   By RayJJohnsonJr, August 5, 2016
   • 7 replies
   • 1.1k views
   • 
   • Belgarath
   • August 19, 2016

7. Listing of TPA's in MA and NH

   By valmcclendon78@comcast.net, August 16, 2016
   • 0 replies
   • 1k views
   • 
   • valmcclendon78@comcast.net
   • August 16, 2016

8. Plan Year vs. Fiscal Year

   By MjInvestments, August 10, 2016
   • 7 replies
   • 7.2k views
   • 
   • Bill Presson
   • August 12, 2016

9. 8955-SSA on takeover plan

   By Dennis Povloski, February 10, 2016
   • 5 replies
   • 2.2k views
   • 
   • ESOP Guy
   • August 10, 2016

10. 5500 LIne 8 - 3H even if other entity doesn't adopt the plan?

    By AlbanyConsultant, August 10, 2016
    • 0 replies
    • 918 views
    • 
    • AlbanyConsultant
    • August 10, 2016

11. Are Loan Offsets Mandatory

    By Briandfox, August 8, 2016
    • 14 replies
    • 2.2k views
    • 
    • Briandfox
    • August 9, 2016

12. 2016 IRS Benefits & Contributions Limits Announced

    By Carol V. Calhoun, October 21, 2015   

    • 415
    • 401(k)
    • (and 6 more)

      Tagged with:

      • 415
      • 401(k)
      • defined benefit
      • defined contribution
      • highly compensated employee
      • 403(b)
      • 457
      • section 415
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 5, 2016

13. MP Plans - control group & effect of compliance on each other

    By TPApril, August 3, 2016   

    • contributions
    • 0 replies
    • 669 views
    • 
    • TPApril
    • August 3, 2016

14. Preventing 402(g)(1) Failure

    By anonymousbl, August 2, 2016   

    • 402(g)(1)
    • 5 replies
    • 1.1k views
    • 
    • Lou S.
    • August 2, 2016

15. Husband and wife IRA rollovers

    By Cynchbeast, August 2, 2016
    • 4 replies
    • 982 views
    • 
    • Cynchbeast
    • August 2, 2016

16. SPD Mailing Requirements

    By luissaha, July 29, 2016
    • 4 replies
    • 2.1k views
    • 
    • My 2 cents
    • August 1, 2016

17. Spinoff Unrelated entity

    By 52626, July 28, 2016
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • July 29, 2016

18. Merge Qual Replacement plan into new DB

    By shERPA, July 28, 2016
    • 3 replies
    • 1.2k views
    • 
    • shERPA
    • July 28, 2016

19. Trust Identification Numbers

    By puzzledbypensions, May 9, 2016   

    • TIN
    • 14 replies
    • 5.1k views
    • 
    • Mike Preston
    • July 26, 2016

20. vesting question

    By puzzledbypensions, July 26, 2016
    • 3 replies
    • 1.1k views
    • 
    • ESOP Guy
    • July 26, 2016

21. Top Heavy Minimum and Gateway

    By Dougsbpc, July 24, 2016
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 25, 2016

22. Audited Plan question

    By cpc0506, February 24, 2016
    • 8 replies
    • 1.7k views
    • 
    • actuarysmith
    • July 22, 2016

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

    By IhrtERISA, July 18, 2016
    • 4 replies
    • 1k views
    • 
    • hr for me
    • July 19, 2016

24. indexed limits projection

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

25. Top Paid 25 HCE by marriage?

    By JButtrick, July 15, 2016
    • 0 replies
    • 1k views
    • 
    • JButtrick
    • July 15, 2016

26. spousal consent to optional form

    By Beemer, July 8, 2016
    • 5 replies
    • 1.4k views
    • 
    • Beemer
    • July 11, 2016

27. compensation question

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

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

    By GrammieMame, June 24, 2016
    • 8 replies
    • 1.9k views
    • 
    • Tom Poje
    • June 28, 2016

29. contribution deduction - off calendar fiscal client

    By pmacduff, January 29, 2014
    • 3 replies
    • 7.3k views
    • 
    • TPApril
    • June 20, 2016

30. Top heavy contribution needed?

    By Bird, June 1, 2016
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • June 20, 2016

31. Affiliated Service Group?

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

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

    By cohendrake, June 16, 2016   

    • 410(b) top-heavy
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 17, 2016

33. affiliated service

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

34. Allocation of employer contribution

    By ErisaGooroo, June 16, 2016
    • 4 replies
    • 1.2k views
    • 
    • ErisaGooroo
    • June 16, 2016

35. Memory check - rate group testing

    By Belgarath, June 16, 2016
    • 3 replies
    • 2.3k views
    • 
    • Belgarath
    • June 16, 2016

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

    By caryn22359, June 13, 2016
    • 13 replies
    • 4.1k views
    • 
    • Bird
    • June 15, 2016

37. Retirement Plan in sale of business

    By Danny CPA, June 13, 2016
    • 6 replies
    • 2.1k views
    • 
    • shERPA
    • June 14, 2016

38. "US Census Data" request

    By Belgarath, June 8, 2016
    • 8 replies
    • 1.4k views
    • 
    • MoJo
    • June 10, 2016

39. Adding Hardship Withdrawal to Plan..

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

40. Affiliated Service Group

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

41. Hardship request and power of attorney

    By cpc0506, June 6, 2016
    • 12 replies
    • 2.8k views
    • 
    • Peter Gulia
    • June 7, 2016

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

    By Carol V. Calhoun, June 5, 2016
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • June 6, 2016

43. Restate document from Individually designed to pre-approve

    By Soundbc1, June 2, 2016
    • 2 replies
    • 1.1k views
    • 
    • Soundbc1
    • June 2, 2016

44. Contribution on behalf of a deceased owner.

    By katieinny, October 11, 2004
    • 7 replies
    • 3.8k views
    • 
    • Bird
    • June 1, 2016

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

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

46. 1% Owner for Key Purposes - Clarification

    By BeanCounterBlues, May 25, 2016
    • 13 replies
    • 2.3k views
    • 
    • Tom Poje
    • May 26, 2016

47. Match and locations

    By S- Milwaukee, May 24, 2016   

    • match
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • May 24, 2016

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

    By My 2 cents, July 14, 2015
    • 23 replies
    • 7.5k views
    • 
    • My 2 cents
    • May 24, 2016

49. Controlled Group - Participating employer sold

    By Belgarath, May 23, 2016
    • 4 replies
    • 2.1k views
    • 
    • Belgarath
    • May 24, 2016

50. Related group rules for non-profits

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