Retirement Plans in General

5,772 topics in this forum

1. 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

2. Spin off, new plan, or what?

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

3. 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
   • 743 views
   • 
   • LANDO
   • January 25, 2016

4. 5500-SF for 2015

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

5. Full time employment to part-time

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

6. 403(b) Plan and Money Purchase Plan

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

7. Combined Trust

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

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

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

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

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

10. profit sharing allocation to rehired retiree

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

11. Foreign Owned Controlled Group

    By Below Ground, January 14, 2016   

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

12. 415 Compensation Question

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

13. Owner deceased-wife wants to rollover $

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

14. Top Heavy Minimum - all employees are officers

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

15. 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
    • 600 views
    • 
    • JJRetirement
    • January 7, 2016

16. 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

17. Domestic Trust question

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

18. Employer paid health insurance for a domestic partner

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

19. contribution for owner with split comp at 2 companies

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

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

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

21. Reporting of Prohibited Transaction

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

22. Prohibited Transaction?

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

23. Electronic Signatures

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

24. 5500EZ

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

25. 2 Plans of same Employer - one SH and one Not

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

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

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

27. Cash or Deferred Profit Sharing

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

28. QLAC (Qualified Longevity Annuity Contract)

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

29. legal separation..spousal consent

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

30. Top Heavy Minimum

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

31. vesting and rehire?

    By Chippy, November 23, 2015
    • 5 replies
    • 1k views
    • 
    • Calavera
    • November 23, 2015

32. Prohibited Transaction - loan to sponsor

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

33. Affiliated service group?

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

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

    By Flyboyjohn, November 19, 2015
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • November 20, 2015

35. 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

36. Brother Sister Controlled Group Question

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

37. "grandfathered" insurance?

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

38. 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
    • 958 views
    • 
    • MGOAdmin
    • November 17, 2015

39. insurance paid by rollover money

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

40. to QDIA or not to QDIA

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

41. Control Group question

    By cpc0506, November 6, 2015
    • 0 replies
    • 573 views
    • 
    • cpc0506
    • November 6, 2015

42. Amending allocation groups

    By JPIngold, November 4, 2015
    • 6 replies
    • 1k views
    • 
    • Tom Poje
    • November 6, 2015

43. Document question - public instrumentality - using 401(k) doc

    By Belgarath, November 5, 2015
    • 7 replies
    • 947 views
    • 
    • ETA Consulting LLC
    • November 5, 2015

44. Profit Sharing Plan - Takeover

    By 52626, November 5, 2015
    • 0 replies
    • 653 views
    • 
    • 52626
    • November 5, 2015

45. RMD from DC plan

    By ombskid, November 4, 2015
    • 1 reply
    • 949 views
    • 
    • Bird
    • November 4, 2015

46. Credit service prior to date of incorporation?

    By shERPA, October 16, 2015
    • 7 replies
    • 1.1k views
    • 
    • shERPA
    • November 4, 2015

47. Missed RMD's - IRS waiver of penalties

    By Belgarath, October 28, 2015
    • 9 replies
    • 4.2k views
    • 
    • Tom Poje
    • November 4, 2015

48. Definitely Determinable Allocation Formula

    By LANDO, October 30, 2015   

    • Allocation Formula
    • Definitely Determinable
    • (and 2 more)

      Tagged with:

      • Allocation Formula
      • Definitely Determinable
      • Profit Sharing Formula
      • Integration
    • 14 replies
    • 3.3k views
    • 
    • Mike Preston
    • November 3, 2015

49. Deferred compensation and eligibility for PS allocation

    By cpc0506, October 28, 2015
    • 4 replies
    • 819 views
    • 
    • jpod
    • November 2, 2015

50. Amendment or resolution

    By thepensionmaven, October 29, 2015
    • 1 reply
    • 843 views
    • 
    • ETA Consulting LLC
    • October 29, 2015