Retirement Plans in General

5,772 topics in this forum

1. 5500EZ

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

2. Plan termination - assets returned to plan sponsor

   By cpc0506, December 7, 2015
   • 6 replies
   • 1.5k views
   • 
   • N369RM
   • November 1, 2016

3. 2 Plans of same Employer - one SH and one Not

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

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

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

5. Cash or Deferred Profit Sharing

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

6. legal separation..spousal consent

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

7. Top Heavy Minimum

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

8. QLAC (Qualified Longevity Annuity Contract)

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

9. vesting and rehire?

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

10. Prohibited Transaction - loan to sponsor

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

11. 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

12. 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

13. Affiliated service group?

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

14. Brother Sister Controlled Group Question

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

15. 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
    • 959 views
    • 
    • MGOAdmin
    • November 17, 2015

16. "Retirement Loan Eraser??!!" - How/what?

    By SFSD, November 16, 2015
    • 12 replies
    • 3k views
    • 
    • MoJo
    • September 27, 2016

17. insurance paid by rollover money

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

18. "grandfathered" insurance?

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

19. to QDIA or not to QDIA

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

20. Control Group question

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

21. Profit Sharing Plan - Takeover

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

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

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

23. RMD from DC plan

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

24. Amending allocation groups

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

25. 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

26. Amendment or resolution

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

27. Missed RMD's - IRS waiver of penalties

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

28. Deferred compensation and eligibility for PS allocation

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

29. Safe Harbor Match in AA

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

30. Am I a Partner?

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

31. TPA specializing in plans for residents of Puerto Rico

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

32. Very confusing item on form 5307

    By Trekker, October 21, 2015
    • 2 replies
    • 1.3k views
    • 
    • Trekker
    • April 14, 2016

33. 2016 IRS Benefits & Contributions Limits Announced

    By Carol V. Calhoun, October 21, 2015   

    • 415
    • 401(k)
    • (and 6 more)

      Tagged with:

      • 415
      • 401(k)
      • defined benefit
      • defined contribution
      • highly compensated employee
      • 403(b)
      • 457
      • section 415
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 5, 2016

34. 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

35. ROTH deferrals but no provisions in plan

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

36. Affliiated Service Group question

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

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

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

38. Qualified vs. non-Qualified stock options for Self Employed

    By Belgarath, October 20, 2015
    • 0 replies
    • 873 views
    • 
    • Belgarath
    • October 20, 2015

39. Does a first year plan with 200 participants need an audit --

    By CharlesLeggette, October 19, 2015
    • 1 reply
    • 727 views
    • 
    • Lou S.
    • October 19, 2015

40. Investment Mistake/Additional Assets After Part Made Whole

    By Zorro1k, October 19, 2015   

    • investment
    • plan asset
    • (and 2 more)

      Tagged with:

      • investment
      • plan asset
      • plan assets
      • mistake
    • 2 replies
    • 911 views
    • 
    • Zorro1k
    • October 19, 2015

41. unused vacation pay

    By cpc0506, October 19, 2015   

    • vacation pay versus severance
    • 7 replies
    • 2.5k views
    • 
    • Calavera
    • October 20, 2015

42. Credit service prior to date of incorporation?

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

43. next year plan limits

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

44. Frozen profit sharing plan - vesting

    By taxllm, October 12, 2015
    • 8 replies
    • 3k views
    • 
    • taxllm
    • October 12, 2015

45. removal of plan trustee

    By pmacduff, October 9, 2015
    • 0 replies
    • 770 views
    • 
    • pmacduff
    • October 9, 2015

46. Controlled Group / Different Profit Sharing Allocations

    By beartd, October 8, 2015   

    • Controlled Group
    • Profit Sharing
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • October 8, 2015

47. annuity contract versus life insurance

    By cpc0506, October 6, 2015
    • 10 replies
    • 1.6k views
    • 
    • GBurns
    • October 9, 2015

48. LIfe Insurance in a DC Plan

    By cpc0506, October 5, 2015
    • 3 replies
    • 683 views
    • 
    • cpc0506
    • October 5, 2015

49. More on excluded classes

    By Cynchbeast, October 2, 2015
    • 1 reply
    • 724 views
    • 
    • Lou S.
    • October 2, 2015

50. Eligibility Based on Compensation

    By Just Me, September 28, 2015
    • 5 replies
    • 893 views
    • 
    • GBurns
    • September 30, 2015