Retirement Plans in General

5,848 topics in this forum

1. Can a 414(k) plan be a profit-sharing plan?

   By Carol V. Calhoun, June 5, 2016
   • 1 reply
   • 1.4k views
   • 
   • Mike Preston
   • June 6, 2016

2. Restate document from Individually designed to pre-approve

   By Soundbc1, June 2, 2016
   • 2 replies
   • 1.1k views
   • 
   • Soundbc1
   • June 2, 2016

3. Contribution on behalf of a deceased owner.

   By katieinny, October 11, 2004
   • 7 replies
   • 3.8k views
   • 
   • Bird
   • June 1, 2016

4. Can you be subject to PBGC (Title IV) when not subject to Title I of ERISA

   By mrchappers, May 26, 2016
   • 2 replies
   • 976 views
   • 
   • jpod
   • May 26, 2016

5. 1% Owner for Key Purposes - Clarification

   By BeanCounterBlues, May 25, 2016
   • 13 replies
   • 2.4k views
   • 
   • Tom Poje
   • May 26, 2016

6. Match and locations

   By S- Milwaukee, May 24, 2016   

   • match
   • 2 replies
   • 1.9k views
   • 
   • QDROphile
   • May 24, 2016

7. State escheat laws - pre-empted by ERISA?

   By My 2 cents, July 14, 2015
   • 23 replies
   • 7.8k views
   • 
   • My 2 cents
   • May 24, 2016

8. Controlled Group - Participating employer sold

   By Belgarath, May 23, 2016
   • 4 replies
   • 2.1k views
   • 
   • Belgarath
   • May 24, 2016

9. Related group rules for non-profits

   By R. Butler, May 23, 2016
   • 2 replies
   • 956 views
   • 
   • rcline46
   • May 24, 2016

10. Money Purchase Pension Plan

    By Nassau, May 19, 2016
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • May 19, 2016

11. distribution from in-plan roth rollover account

    By Zorro1k, May 12, 2016   

    • protected
    • benefit
    • (and 3 more)

      Tagged with:

      • protected
      • benefit
      • roth
      • conversion
      • rollover
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • May 13, 2016

12. short plan year

    By thepensionmaven, May 10, 2016
    • 5 replies
    • 1.4k views
    • 
    • My 2 cents
    • May 10, 2016

13. including "taxable welfare benefits" in Sole Prop plan

    By Belgarath, May 5, 2016
    • 1 reply
    • 885 views
    • 
    • Belgarath
    • May 10, 2016

14. power of attorney signature

    By Zorro1k, May 9, 2016   

    • power
    • attorney
    • (and 1 more)

      Tagged with:

      • power
      • attorney
      • signature
    • 2 replies
    • 1.8k views
    • 
    • MoJo
    • May 9, 2016

15. SCP amendment for early inclusion otherwise ineligible person

    By Cynchbeast, May 6, 2016
    • 2 replies
    • 1.2k views
    • 
    • Cynchbeast
    • May 6, 2016

16. Recommendation to provide TPA services

    By ITCONSTRUCTS, February 4, 2016
    • 12 replies
    • 2.4k views
    • 
    • BG5150
    • May 6, 2016

17. Self Directed 401(k) Plan for Physicians

    By SwimmingInBowelsOfERISA, May 5, 2016
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • May 6, 2016

18. Cash Balance Plan - Self-directed?

    By Dougsbpc, April 19, 2016
    • 10 replies
    • 4.2k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

19. Defined Benefit Plan Diversification Requirements?

    By Fielding Mellish, April 18, 2016
    • 3 replies
    • 2.9k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

20. Advisor Referrals - New Fiduciary Rules

    By BeanCounterBlues, April 13, 2016
    • 4 replies
    • 2.2k views
    • 
    • SwimmingInBowelsOfERISA
    • May 5, 2016

21. IRS memorandum on Otherwise excludable employees

    By Tom Poje, April 29, 2016
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • May 4, 2016

22. Eligibility

    By Belgarath, May 4, 2016
    • 2 replies
    • 778 views
    • 
    • Belgarath
    • May 4, 2016

23. Rounding Top Heavy Contributions

    By tbp, April 27, 2016
    • 1 reply
    • 878 views
    • 
    • Mike Preston
    • April 27, 2016

24. Service organization?

    By Belgarath, April 25, 2016
    • 0 replies
    • 935 views
    • 
    • Belgarath
    • April 25, 2016

25. Counting prior service forever?

    By AlbanyConsultant, April 19, 2016
    • 8 replies
    • 2.3k views
    • 
    • AlbanyConsultant
    • April 22, 2016

26. 50% J&S with 20-year certain and life

    By LarryDavid, April 21, 2016
    • 6 replies
    • 2.8k views
    • 
    • jpod
    • April 21, 2016

27. Self Directed Accounts in 401k Plan

    By DP, April 20, 2016
    • 11 replies
    • 3.2k views
    • 
    • QDROphile
    • April 21, 2016

28. Special participation date

    By Cynchbeast, April 20, 2016
    • 3 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • April 20, 2016

29. May a plan’s assets be used to pay a credit to a participant’s account if she persuades a coworker to join the plan?

    By Peter Gulia, April 15, 2016   

    • exclusive benefit;
    • 18 replies
    • 2.1k views
    • 
    • movedon
    • April 20, 2016

30. How often should Plan Trustees meet?

    By TPAnnie, April 13, 2016
    • 6 replies
    • 2k views
    • 
    • ESOP Guy
    • April 19, 2016

31. communicating company profits

    By Monica Barnard, April 18, 2016
    • 3 replies
    • 1k views
    • 
    • ESOP Guy
    • April 18, 2016

32. SAFE HARBOR PLAN - mid year?

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

33. Very confusing item on form 5307

    By Trekker, October 21, 2015
    • 2 replies
    • 1.6k views
    • 
    • Trekker
    • April 14, 2016

34. Insurance Agent Compensation

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

35. State extension for partnership plan

    By Bird, April 11, 2016
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • April 12, 2016

36. Deduction of late PS contribution

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

37. Timing of Profit Sharing Contribution/Deductibility

    By Pammie57, February 19, 2016
    • 10 replies
    • 2.6k views
    • 
    • jpod
    • April 7, 2016

38. New Comparability - Can you use integration

    By cpc0506, April 5, 2016
    • 3 replies
    • 1.3k views
    • 
    • Jim Chad
    • April 6, 2016

39. Service Spanning rule

    By cpc0506, April 4, 2016
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • April 5, 2016

40. top heavy and SEP, 401k

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

41. Prohibited Transaction Exemptions

    By tigerdallas, March 29, 2016
    • 2 replies
    • 1.9k views
    • 
    • tigerdallas
    • March 31, 2016

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

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

43. DOL Audit

    By mming, March 18, 2016
    • 6 replies
    • 1.3k views
    • 
    • Earl
    • March 26, 2016

44. Related Rollover or not?

    By cpc0506, March 19, 2016
    • 2 replies
    • 2.4k views
    • 
    • Kevin C
    • March 22, 2016

45. Dual Vesting

    By dmb, January 21, 2016
    • 1 reply
    • 1.6k views
    • 
    • Nate X
    • March 21, 2016

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

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

47. 457 employer discretionary contributions included as comp?

    By Belgarath, March 15, 2016
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • March 15, 2016

48. self employment earnings/contribution calc

    By Chippy, March 14, 2016
    • 2 replies
    • 1k views
    • 
    • mphs77
    • March 14, 2016

49. LLC Treated as Partnership?

    By LLC_Issue, March 11, 2016
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • March 11, 2016

50. Benefit Statements and Reasonable Charge

    By Zorro1k, March 11, 2016   

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