Retirement Plans in General

5,772 topics in this forum

1. ERISA Party-in-Interest ?

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

2. 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

3. Self Employed Calcs worksheet

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

4. ASPPA vs. NIPA

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

5. Audited Plan question

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

6. Gateway Minimum Test and $0 contribution

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

7. deduction limits

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

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

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

9. Timing of Profit Sharing Contribution/Deductibility

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

10. IRS Inquiry

    By Zorro1k, February 19, 2016   

    • IRS
    • Inquiry
    • (and 2 more)

      Tagged with:

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

11. Benefit, Right, Feature

    By Craig Schiller, February 16, 2016   

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

12. 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
    • 776 views
    • 
    • Nate X
    • February 11, 2016

13. Insurance Policy on Terminated Employee in Plan

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

14. 403(b) and 401(k) Consultants

    By erturner22, February 11, 2016   

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

15. 8955-SSA on takeover plan

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

16. 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

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

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

18. Loan Interest - 12%

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

19. Top Heavy to participants excluded from PS ?

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

20. Recommendation to provide TPA services

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

21. Self-employment tax on Pension distribution??

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

22. Money Purchase Plans amending NRA to age 62

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

23. New Plan Just for Loans

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

24. 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

25. Spin off, new plan, or what?

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

26. 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
    • 745 views
    • 
    • LANDO
    • January 25, 2016

27. Dual Vesting

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

28. Full time employment to part-time

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

29. Combined Trust

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

30. 5500-SF for 2015

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

31. Only owner deferred

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

32. 403(b) Plan and Money Purchase Plan

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

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

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

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

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

35. profit sharing allocation to rehired retiree

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

36. Foreign Owned Controlled Group

    By Below Ground, January 14, 2016   

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

37. 415 Compensation Question

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

38. Top Heavy Minimum - all employees are officers

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

39. Owner deceased-wife wants to rollover $

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

40. Need earnings calculation worksheet

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

41. 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
    • 603 views
    • 
    • JJRetirement
    • January 7, 2016

42. 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

43. Domestic Trust question

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

44. Employer paid health insurance for a domestic partner

    By Earl, December 30, 2015
    • 6 replies
    • 1.4k views
    • 
    • Peter Gulia
    • December 30, 2015

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

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

46. contribution for owner with split comp at 2 companies

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

47. Reporting of Prohibited Transaction

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

48. Prohibited Transaction?

    By J Simmons, December 22, 2015
    • 5 replies
    • 1.1k views
    • 
    • masteff
    • December 23, 2015

49. Electronic Signatures

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

50. Leased Employee hired

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