Retirement Plans in General

5,781 topics in this forum

1. 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

2. 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
   • 783 views
   • 
   • Nate X
   • February 11, 2016

3. 403(b) and 401(k) Consultants

   By erturner22, February 11, 2016   

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

4. Loan Interest - 12%

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

5. Top Heavy to participants excluded from PS ?

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

6. Self-employment tax on Pension distribution??

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

7. Need earnings calculation worksheet

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

8. Money Purchase Plans amending NRA to age 62

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

9. New Plan Just for Loans

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

10. 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

11. Spin off, new plan, or what?

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

12. 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

13. 5500-SF for 2015

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

14. Full time employment to part-time

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

15. 403(b) Plan and Money Purchase Plan

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

16. Combined Trust

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

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

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

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

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

19. profit sharing allocation to rehired retiree

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

20. Foreign Owned Controlled Group

    By Below Ground, January 14, 2016   

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

21. 415 Compensation Question

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

22. Owner deceased-wife wants to rollover $

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

23. Top Heavy Minimum - all employees are officers

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

24. 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
    • 610 views
    • 
    • JJRetirement
    • January 7, 2016

25. 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

26. Domestic Trust question

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

27. Employer paid health insurance for a domestic partner

    By Earl, December 30, 2015
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • December 30, 2015

28. contribution for owner with split comp at 2 companies

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

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

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

30. Reporting of Prohibited Transaction

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

31. Prohibited Transaction?

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

32. Electronic Signatures

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

33. 5500EZ

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

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

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

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

    By nbsign, December 6, 2015
    • 0 replies
    • 891 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. QLAC (Qualified Longevity Annuity Contract)

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

38. legal separation..spousal consent

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

39. Top Heavy Minimum

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

40. vesting and rehire?

    By Chippy, November 23, 2015
    • 5 replies
    • 1k 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. Affiliated service group?

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

43. 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

44. 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

45. Brother Sister Controlled Group Question

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

46. "grandfathered" insurance?

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

47. 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
    • 964 views
    • 
    • MGOAdmin
    • November 17, 2015

48. insurance paid by rollover money

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

49. to QDIA or not to QDIA

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

50. Control Group question

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