Retirement Plans in General

5,817 topics in this forum

1. SAFE HARBOR PLAN - mid year?

   By Pammie57, April 14, 2016
   • 2 replies
   • 712 views
   • 
   • Tom Poje
   • April 14, 2016

2. Very confusing item on form 5307

   By Trekker, October 21, 2015
   • 2 replies
   • 1.4k views
   • 
   • Trekker
   • April 14, 2016

3. Insurance Agent Compensation

   By R. Butler, April 12, 2016
   • 0 replies
   • 597 views
   • 
   • R. Butler
   • April 12, 2016

4. State extension for partnership plan

   By Bird, April 11, 2016
   • 4 replies
   • 709 views
   • 
   • Belgarath
   • April 12, 2016

5. Deduction of late PS contribution

   By Cynchbeast, April 8, 2016
   • 2 replies
   • 713 views
   • 
   • Belgarath
   • April 8, 2016

6. Timing of Profit Sharing Contribution/Deductibility

   By Pammie57, February 19, 2016
   • 10 replies
   • 2.2k views
   • 
   • jpod
   • April 7, 2016

7. New Comparability - Can you use integration

   By cpc0506, April 5, 2016
   • 3 replies
   • 1.1k views
   • 
   • Jim Chad
   • April 6, 2016

8. Service Spanning rule

   By cpc0506, April 4, 2016
   • 1 reply
   • 2k views
   • 
   • ETA Consulting LLC
   • April 5, 2016

9. top heavy and SEP, 401k

   By Belgarath, April 4, 2016
   • 1 reply
   • 627 views
   • 
   • Lou S.
   • April 4, 2016

10. Prohibited Transaction Exemptions

    By tigerdallas, March 29, 2016
    • 2 replies
    • 1.7k views
    • 
    • tigerdallas
    • March 31, 2016

11. Money Purchase Plan - definitely determinable benefits under 1.401-1(b)

    By Belgarath, March 24, 2016
    • 1 reply
    • 736 views
    • 
    • Belgarath
    • March 31, 2016

12. DOL Audit

    By mming, March 18, 2016
    • 6 replies
    • 1.1k views
    • 
    • Earl
    • March 26, 2016

13. Related Rollover or not?

    By cpc0506, March 19, 2016
    • 2 replies
    • 2.2k views
    • 
    • Kevin C
    • March 22, 2016

14. Dual Vesting

    By dmb, January 21, 2016
    • 1 reply
    • 1.4k views
    • 
    • Nate X
    • March 21, 2016

15. Strange question - overcontribution to non=profit Money Purchase

    By Belgarath, March 21, 2016
    • 0 replies
    • 636 views
    • 
    • Belgarath
    • March 21, 2016

16. 457 employer discretionary contributions included as comp?

    By Belgarath, March 15, 2016
    • 0 replies
    • 1k views
    • 
    • Belgarath
    • March 15, 2016

17. self employment earnings/contribution calc

    By Chippy, March 14, 2016
    • 2 replies
    • 819 views
    • 
    • mphs77
    • March 14, 2016

18. LLC Treated as Partnership?

    By LLC_Issue, March 11, 2016
    • 5 replies
    • 1.1k views
    • 
    • Lou S.
    • March 11, 2016

19. Benefit Statements and Reasonable Charge

    By Zorro1k, March 11, 2016   

    • Benefit statement
    • charge
    • 0 replies
    • 766 views
    • 
    • Zorro1k
    • March 11, 2016

20. DOL investigations

    By K2retire, March 10, 2016
    • 2 replies
    • 994 views
    • 
    • K2retire
    • March 10, 2016

21. Eligibility for rehired participant

    By Chippy, March 9, 2016
    • 3 replies
    • 2.4k views
    • 
    • Lou S.
    • March 9, 2016

22. Have Special VCP Fees under Rev. Proc. 2016-8?

    By Briandfox, March 9, 2016
    • 1 reply
    • 800 views
    • 
    • PensionPro
    • March 9, 2016

23. Accounting error - affecting only owner

    By Cynchbeast, March 4, 2016
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • March 8, 2016

24. Key Employee Determination

    By Gilmore, March 3, 2016
    • 11 replies
    • 3.6k views
    • 
    • Gilmore
    • March 8, 2016

25. unvested participant is rehired

    By cpc0506, March 4, 2016
    • 5 replies
    • 945 views
    • 
    • cpc0506
    • March 4, 2016

26. Missing Participants - Statement Requirements

    By LANDO, March 4, 2016   

    • lost participant
    • missing participant
    • (and 1 more)

      Tagged with:

      • lost participant
      • missing participant
      • statement requirement
    • 5 replies
    • 934 views
    • 
    • My 2 cents
    • March 4, 2016

27. Union company, can owner have his own?

    By ombskid, March 3, 2016
    • 1 reply
    • 595 views
    • 
    • Mike Preston
    • March 3, 2016

28. Counting hours for eligibility of part-time professionals

    By E as in ERISA, March 2, 2016   

    • eligbility hours years servic
    • 11 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 3, 2016

29. ERISA Party-in-Interest ?

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

30. Self Employed Calcs worksheet

    By Pammie57, February 29, 2016
    • 5 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 1, 2016

31. ASPPA vs. NIPA

    By Gadgetfreak, February 29, 2016
    • 0 replies
    • 1.6k views
    • 
    • Gadgetfreak
    • February 29, 2016

32. Insurance Policy on Terminated Employee in Plan

    By PensionPro, February 11, 2016
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • February 25, 2016

33. deduction limits

    By K2retire, February 22, 2016
    • 7 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 23, 2016

34. Gateway Minimum Test and $0 contribution

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

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

    By mgcpension, February 19, 2016
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • February 22, 2016

36. IRS Inquiry

    By Zorro1k, February 19, 2016   

    • IRS
    • Inquiry
    • (and 2 more)

      Tagged with:

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

37. Benefit, Right, Feature

    By Craig Schiller, February 16, 2016   

    • Former participants and BR&F
    • 6 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 17, 2016

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

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

39. 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
    • 831 views
    • 
    • Nate X
    • February 11, 2016

40. 403(b) and 401(k) Consultants

    By erturner22, February 11, 2016   

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

41. Loan Interest - 12%

    By 52626, February 5, 2016
    • 25 replies
    • 2.3k views
    • 
    • jpod
    • February 9, 2016

42. Top Heavy to participants excluded from PS ?

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

43. Self-employment tax on Pension distribution??

    By drunkewok, February 3, 2016
    • 4 replies
    • 3.5k views
    • 
    • masteff
    • February 3, 2016

44. Need earnings calculation worksheet

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

45. Money Purchase Plans amending NRA to age 62

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

46. New Plan Just for Loans

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

47. Unclear Beneficiary Designation

    By Zorro1k, January 26, 2016   

    • Beneficiary
    • non-erisa
    • (and 2 more)

      Tagged with:

      • Beneficiary
      • non-erisa
      • unclear
      • designation
    • 5 replies
    • 2.3k views
    • 
    • Zorro1k
    • January 27, 2016

48. Spin off, new plan, or what?

    By BG5150, January 26, 2016
    • 3 replies
    • 1.9k views
    • 
    • rcline46
    • January 26, 2016

49. 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
    • 787 views
    • 
    • LANDO
    • January 25, 2016

50. 5500-SF for 2015

    By Cynchbeast, January 21, 2016
    • 8 replies
    • 1.2k views
    • 
    • GMK
    • January 22, 2016