Retirement Plans in General

5,781 topics in this forum

1. Benefit Statements and Reasonable Charge

   By Zorro1k, March 11, 2016   

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

2. DOL investigations

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

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

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

4. Eligibility for rehired participant

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

5. unvested participant is rehired

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

6. 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

7. Accounting error - affecting only owner

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

8. Union company, can owner have his own?

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

9. Key Employee Determination

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

10. ERISA Party-in-Interest ?

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

11. 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

12. Self Employed Calcs worksheet

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

13. ASPPA vs. NIPA

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

14. Audited Plan question

    By cpc0506, February 24, 2016
    • 8 replies
    • 1.2k views
    • 
    • actuarysmith
    • July 22, 2016

15. Gateway Minimum Test and $0 contribution

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

16. deduction limits

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

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

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

18. Timing of Profit Sharing Contribution/Deductibility

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

19. 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

20. Benefit, Right, Feature

    By Craig Schiller, February 16, 2016   

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

21. 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
    • 782 views
    • 
    • Nate X
    • February 11, 2016

22. Insurance Policy on Terminated Employee in Plan

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

23. 403(b) and 401(k) Consultants

    By erturner22, February 11, 2016   

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

24. 8955-SSA on takeover plan

    By Dennis Povloski, February 10, 2016
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • August 10, 2016

25. adding loans to safe harbor plan - mid year amendment allowed or not

    By cpc0506, February 9, 2016
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • December 6, 2017

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

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

27. Loan Interest - 12%

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

28. Top Heavy to participants excluded from PS ?

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

29. Recommendation to provide TPA services

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

30. Self-employment tax on Pension distribution??

    By drunkewok, February 3, 2016
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • February 3, 2016

31. Money Purchase Plans amending NRA to age 62

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

32. New Plan Just for Loans

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

33. Unclear Beneficiary Designation

    By Zorro1k, January 26, 2016   

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

      Tagged with:

      • Beneficiary
      • non-erisa
      • unclear
      • designation
    • 5 replies
    • 2.1k views
    • 
    • Zorro1k
    • January 27, 2016

34. Spin off, new plan, or what?

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

35. 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
    • 750 views
    • 
    • LANDO
    • January 25, 2016

36. Dual Vesting

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

37. Full time employment to part-time

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

38. Combined Trust

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

39. 5500-SF for 2015

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

40. Only owner deferred

    By Cynchbeast, January 20, 2016
    • 8 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 9, 2017

41. 403(b) Plan and Money Purchase Plan

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

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

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

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

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

44. profit sharing allocation to rehired retiree

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

45. Foreign Owned Controlled Group

    By Below Ground, January 14, 2016   

    • Surprising new data.
    • 5 replies
    • 770 views
    • 
    • My 2 cents
    • January 15, 2016

46. 415 Compensation Question

    By MarZDoates, January 13, 2016
    • 2 replies
    • 1.8k views
    • 
    • MarZDoates
    • January 14, 2016

47. Top Heavy Minimum - all employees are officers

    By WhoLetTheDogsOut, January 13, 2016
    • 1 reply
    • 747 views
    • 
    • Lou S.
    • January 13, 2016

48. Owner deceased-wife wants to rollover $

    By Cynchbeast, January 12, 2016
    • 5 replies
    • 711 views
    • 
    • Cynchbeast
    • January 14, 2016

49. Need earnings calculation worksheet

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

50. Optional Reference Lists DL applications

    By JJRetirement, January 7, 2016   

    • determination letter
    • form 5300
    • (and 5 more)

      Tagged with:

      • determination letter
      • form 5300
      • individually designed plan
      • cycle E
      • Defined benefit
      • defined contribution
      • plan amendment
    • 0 replies
    • 609 views
    • 
    • JJRetirement
    • January 7, 2016