Retirement Plans in General

5,753 topics in this forum

1. Recommendation to provide TPA services

   By ITCONSTRUCTS, February 4, 2016
   • 12 replies
   • 1.5k views
   • 
   • BG5150
   • May 6, 2016

2. Self-employment tax on Pension distribution??

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

3. Money Purchase Plans amending NRA to age 62

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

4. New Plan Just for Loans

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

5. 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

6. Spin off, new plan, or what?

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

7. 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
   • 732 views
   • 
   • LANDO
   • January 25, 2016

8. Dual Vesting

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

9. Full time employment to part-time

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

10. Combined Trust

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

11. 5500-SF for 2015

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

12. Only owner deferred

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

13. 403(b) Plan and Money Purchase Plan

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

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

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

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

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

16. profit sharing allocation to rehired retiree

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

17. Foreign Owned Controlled Group

    By Below Ground, January 14, 2016   

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

18. 415 Compensation Question

    By MarZDoates, January 13, 2016
    • 2 replies
    • 1.7k views
    • 
    • MarZDoates
    • January 14, 2016

19. Top Heavy Minimum - all employees are officers

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

20. Owner deceased-wife wants to rollover $

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

21. Need earnings calculation worksheet

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

22. 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
    • 585 views
    • 
    • JJRetirement
    • January 7, 2016

23. Is a Determination Letter application required for a retroactive amendment under VCP?

    By cpc0506, January 5, 2016
    • 4 replies
    • 1.2k views
    • 
    • JJRetirement
    • January 7, 2016

24. Domestic Trust question

    By BW, January 4, 2016
    • 0 replies
    • 604 views
    • 
    • BW
    • January 4, 2016

25. Employer paid health insurance for a domestic partner

    By Earl, December 30, 2015
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 30, 2015

26. State play-or-pay laws to urge employers to facilitate retirement savings

    By Peter Gulia, December 29, 2015
    • 2 replies
    • 752 views
    • 
    • Peter Gulia
    • December 30, 2015

27. contribution for owner with split comp at 2 companies

    By Tom Poje, December 29, 2015
    • 3 replies
    • 682 views
    • 
    • Tom Poje
    • December 30, 2015

28. Reporting of Prohibited Transaction

    By Cynchbeast, December 24, 2015
    • 0 replies
    • 965 views
    • 
    • Cynchbeast
    • December 24, 2015

29. Prohibited Transaction?

    By J Simmons, December 22, 2015
    • 5 replies
    • 1k views
    • 
    • masteff
    • December 23, 2015

30. Electronic Signatures

    By Gilmore, December 16, 2015
    • 7 replies
    • 1.3k views
    • 
    • jpod
    • December 18, 2015

31. Leased Employee hired

    By Dougsbpc, December 14, 2015
    • 2 replies
    • 926 views
    • 
    • mariemonroe
    • November 28, 2017

32. 5500EZ

    By LauraERPA, December 10, 2015
    • 1 reply
    • 611 views
    • 
    • Mike Preston
    • December 10, 2015

33. Plan termination - assets returned to plan sponsor

    By cpc0506, December 7, 2015
    • 6 replies
    • 1.5k views
    • 
    • N369RM
    • November 1, 2016

34. 2 Plans of same Employer - one SH and one Not

    By cpc0506, December 7, 2015
    • 4 replies
    • 699 views
    • 
    • cpc0506
    • December 7, 2015

35. Is this an Affiliated Service Group (ASG)?

    By nbsign, December 6, 2015
    • 0 replies
    • 871 views
    • 
    • nbsign
    • December 6, 2015

36. Cash or Deferred Profit Sharing

    By Chippy, December 2, 2015
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 2, 2015

37. legal separation..spousal consent

    By Draper55, November 25, 2015
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • December 1, 2015

38. Top Heavy Minimum

    By Archimage, November 25, 2015
    • 2 replies
    • 694 views
    • 
    • Archimage
    • November 25, 2015

39. QLAC (Qualified Longevity Annuity Contract)

    By Rai401k, November 23, 2015
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • December 1, 2015

40. vesting and rehire?

    By Chippy, November 23, 2015
    • 5 replies
    • 991 views
    • 
    • Calavera
    • November 23, 2015

41. Prohibited Transaction - loan to sponsor

    By Cynchbeast, November 20, 2015
    • 8 replies
    • 1.1k views
    • 
    • QDROphile
    • November 21, 2015

42. ER Contributions vs Deductibility

    By SwimmingInBowelsOfERISA, November 20, 2015   

    • tax
    • deductions
    • (and 4 more)

      Tagged with:

      • tax
      • deductions
      • contributions
      • cash balance
      • 401k
      • profit sharing
    • 0 replies
    • 1.1k views
    • 
    • SwimmingInBowelsOfERISA
    • November 20, 2015

43. Participating employer goes away, is it a plan termination?

    By Flyboyjohn, November 19, 2015
    • 5 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • November 20, 2015

44. Affiliated service group?

    By Bird, November 19, 2015
    • 3 replies
    • 747 views
    • 
    • Bird
    • November 20, 2015

45. Brother Sister Controlled Group Question

    By Briandfox, November 18, 2015
    • 1 reply
    • 835 views
    • 
    • ETA Consulting LLC
    • November 19, 2015

46. Affiliated Service Group - A-org, B-org

    By MGOAdmin, November 17, 2015   

    • ASG
    • B-Org
    • (and 2 more)

      Tagged with:

      • ASG
      • B-Org
      • controlled
      • affiliated service group
    • 0 replies
    • 941 views
    • 
    • MGOAdmin
    • November 17, 2015

47. "Retirement Loan Eraser??!!" - How/what?

    By SFSD, November 16, 2015
    • 12 replies
    • 3k views
    • 
    • MoJo
    • September 27, 2016

48. insurance paid by rollover money

    By thepensionmaven, November 12, 2015
    • 6 replies
    • 1.4k views
    • 
    • Bill Presson
    • November 13, 2015

49. "grandfathered" insurance?

    By AlbanyConsultant, November 10, 2015
    • 4 replies
    • 1k views
    • 
    • AndyH
    • November 17, 2015

50. to QDIA or not to QDIA

    By Pammie57, November 6, 2015
    • 1 reply
    • 918 views
    • 
    • Lou S.
    • November 6, 2015