Retirement Plans in General

5,764 topics in this forum

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

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

2. profit sharing allocation to rehired retiree

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

3. Foreign Owned Controlled Group

   By Below Ground, January 14, 2016   

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

4. 415 Compensation Question

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

5. Owner deceased-wife wants to rollover $

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

6. Top Heavy Minimum - all employees are officers

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

7. 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
   • 593 views
   • 
   • JJRetirement
   • January 7, 2016

8. 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

9. Domestic Trust question

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

10. Employer paid health insurance for a domestic partner

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

11. contribution for owner with split comp at 2 companies

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

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

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

13. Reporting of Prohibited Transaction

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

14. Prohibited Transaction?

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

15. Electronic Signatures

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

16. 5500EZ

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

17. 2 Plans of same Employer - one SH and one Not

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

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

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

19. Cash or Deferred Profit Sharing

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

20. QLAC (Qualified Longevity Annuity Contract)

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

21. legal separation..spousal consent

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

22. Top Heavy Minimum

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

23. vesting and rehire?

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

24. Prohibited Transaction - loan to sponsor

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

25. Affiliated service group?

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

26. 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

27. 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

28. Brother Sister Controlled Group Question

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

29. "grandfathered" insurance?

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

30. 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
    • 948 views
    • 
    • MGOAdmin
    • November 17, 2015

31. insurance paid by rollover money

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

32. to QDIA or not to QDIA

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

33. Control Group question

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

34. Amending allocation groups

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

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

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

36. Profit Sharing Plan - Takeover

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

37. RMD from DC plan

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

38. Credit service prior to date of incorporation?

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

39. Missed RMD's - IRS waiver of penalties

    By Belgarath, October 28, 2015
    • 9 replies
    • 4.1k views
    • 
    • Tom Poje
    • November 4, 2015

40. 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

41. Deferred compensation and eligibility for PS allocation

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

42. Amendment or resolution

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

43. Safe Harbor Match in AA

    By cpc0506, October 28, 2015
    • 5 replies
    • 958 views
    • 
    • BG5150
    • October 29, 2015

44. Am I a Partner?

    By rcline46, October 27, 2015
    • 1 reply
    • 661 views
    • 
    • Lou S.
    • October 27, 2015

45. TPA specializing in plans for residents of Puerto Rico

    By Guest Achilles, October 23, 2015
    • 0 replies
    • 794 views
    • 
    • Guest
    • October 23, 2015

46. ROTH deferrals but no provisions in plan

    By cpc0506, October 21, 2015
    • 8 replies
    • 1.4k views
    • 
    • jpod
    • October 21, 2015

47. Excluding LPR's/Visa Holders From 401(k) Plan Eligibility

    By abccstucker, October 21, 2015   

    • Visas
    • Eligibility
    • (and 1 more)

      Tagged with:

      • Visas
      • Eligibility
      • LPR
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • October 21, 2015

48. next year plan limits

    By Tom Poje, October 15, 2015
    • 7 replies
    • 1.1k views
    • 
    • david rigby
    • October 21, 2015

49. Affliiated Service Group question

    By cpc0506, October 21, 2015
    • 1 reply
    • 722 views
    • 
    • shERPA
    • October 21, 2015

50. Non-Profit Interested in 401(k) Plan

    By Dougsbpc, October 20, 2015
    • 2 replies
    • 695 views
    • 
    • QDROphile
    • October 21, 2015