Retirement Plans in General

5,791 topics in this forum

1. Prohibited Transaction - loan to sponsor

   By Cynchbeast, November 20, 2015
   • 8 replies
   • 1.2k views
   • 
   • QDROphile
   • November 21, 2015

2. Affiliated service group?

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

3. 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

4. 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
   • 1.2k views
   • 
   • SwimmingInBowelsOfERISA
   • November 20, 2015

5. Brother Sister Controlled Group Question

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

6. "grandfathered" insurance?

   By AlbanyConsultant, November 10, 2015
   • 4 replies
   • 1.1k views
   • 
   • AndyH
   • November 17, 2015

7. 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
   • 971 views
   • 
   • MGOAdmin
   • November 17, 2015

8. insurance paid by rollover money

   By thepensionmaven, November 12, 2015
   • 6 replies
   • 1.5k views
   • 
   • Bill Presson
   • November 13, 2015

9. to QDIA or not to QDIA

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

10. Control Group question

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

11. Amending allocation groups

    By JPIngold, November 4, 2015
    • 6 replies
    • 1.1k views
    • 
    • Tom Poje
    • November 6, 2015

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

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

13. Profit Sharing Plan - Takeover

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

14. RMD from DC plan

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

15. Credit service prior to date of incorporation?

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

16. Missed RMD's - IRS waiver of penalties

    By Belgarath, October 28, 2015
    • 9 replies
    • 4.5k views
    • 
    • Tom Poje
    • November 4, 2015

17. 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
    • 3.4k views
    • 
    • Mike Preston
    • November 3, 2015

18. Deferred compensation and eligibility for PS allocation

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

19. Amendment or resolution

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

20. Safe Harbor Match in AA

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

21. Am I a Partner?

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

22. TPA specializing in plans for residents of Puerto Rico

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

23. ROTH deferrals but no provisions in plan

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

24. 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

25. next year plan limits

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

26. Affliiated Service Group question

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

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

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

28. unused vacation pay

    By cpc0506, October 19, 2015   

    • vacation pay versus severance
    • 7 replies
    • 2.6k views
    • 
    • Calavera
    • October 20, 2015

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

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

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

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

31. 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
    • 925 views
    • 
    • Zorro1k
    • October 19, 2015

32. Frozen profit sharing plan - vesting

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

33. annuity contract versus life insurance

    By cpc0506, October 6, 2015
    • 10 replies
    • 1.7k views
    • 
    • GBurns
    • October 9, 2015

34. removal of plan trustee

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

35. 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

36. LIfe Insurance in a DC Plan

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

37. More on excluded classes

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

38. Eligibility Based on Compensation

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

39. Can a defined benefit plan be merged into a 401(k) plan?

    By rocknrolls2, September 22, 2015
    • 2 replies
    • 2.8k views
    • 
    • Tom Poje
    • September 25, 2015

40. SAR for one-participant plans

    By cpc0506, September 23, 2015
    • 2 replies
    • 2k views
    • 
    • david rigby
    • September 24, 2015

41. Mid year entry

    By ombskid, September 23, 2015
    • 6 replies
    • 1.1k views
    • 
    • ombskid
    • September 24, 2015

42. Should a non-ERISA and non-EACA automatic-contribution arrangement send annual notices?

    By Peter Gulia, September 24, 2015
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2015

43. Affiliated service groups - what would you do?

    By Belgarath, July 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • September 23, 2015

44. Prevailing wage withdrawals

    By AKconsult, September 22, 2015
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 22, 2015

45. Top 20% election - employees who have irrevocably waived

    By Belgarath, September 21, 2015
    • 2 replies
    • 846 views
    • 
    • ESOP Guy
    • September 22, 2015

46. compensation and w-2

    By cpc0506, September 14, 2015
    • 12 replies
    • 1.6k views
    • 
    • hr for me
    • September 21, 2015

47. Mess acquired from prior TPA

    By Cynchbeast, September 20, 2015
    • 4 replies
    • 972 views
    • 
    • hr for me
    • September 21, 2015

48. Is a separate Plan Tax ID number a best practice regardless if assets are held by an investment platform/recorkeeper?

    By lisabroc, September 18, 2015
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • September 21, 2015

49. Who's the employer - Derrin Watson special

    By Santo Gold, September 15, 2015
    • 8 replies
    • 2.7k views
    • 
    • david rigby
    • September 20, 2015

50. Indexed limits for next year

    By Tom Poje, September 16, 2015
    • 5 replies
    • 1k views
    • 
    • mbozek
    • September 17, 2015