Retirement Plans in General

5,753 topics in this forum

1. "Special Trustee" responsible for contribution deposits

   By AndrewZ, September 1, 2015
   • 11 replies
   • 4.3k views
   • 
   • Peter Gulia
   • September 4, 2015

2. Is it okay not to choose a governing State law?

   By Peter Gulia, September 1, 2015   

   • prototype; volume-submitter
   • 17 replies
   • 2.4k views
   • 
   • GBurns
   • September 3, 2015

3. 20% Tax withholding on distributions

   By KevinMc, August 28, 2015
   • 2 replies
   • 970 views
   • 
   • david rigby
   • August 28, 2015

4. Allowing Participants to Choose between Defined Benefit and Defined Contribution

   By tsrl01, August 27, 2015
   • 3 replies
   • 884 views
   • 
   • david rigby
   • August 27, 2015

5. Longevity Annuities

   By Earl, August 26, 2015
   • 0 replies
   • 645 views
   • 
   • Earl
   • August 26, 2015

6. 70 1/2 and RMD orgination presentation

   By jmartin, August 26, 2015
   • 3 replies
   • 908 views
   • 
   • mbozek
   • August 28, 2015

7. Life Insurance and BRFs

   By Dougsbpc, August 25, 2015
   • 4 replies
   • 773 views
   • 
   • Mike Preston
   • August 26, 2015

8. rehired participant. Termed in 2006

   By Lori H, August 25, 2015
   • 1 reply
   • 729 views
   • 
   • My 2 cents
   • August 25, 2015

9. Is employer eligible to make contributions to this plan?

   By Santo Gold, August 25, 2015
   • 5 replies
   • 729 views
   • 
   • mbozek
   • August 28, 2015

10. What is the extent of a qualified plan's responsibility to pursue survivors and beneficiaries?

    By MMMBENE2000, August 25, 2015   

    • survivors
    • beneficiaries
    • 1 reply
    • 787 views
    • 
    • GMK
    • August 25, 2015

11. Retirement Plan Vendor Requesting Information on All Employees

    By waid10, August 25, 2015
    • 3 replies
    • 911 views
    • 
    • david rigby
    • August 25, 2015

12. Fee Disclosure during a Transition to a New Provider

    By hightower.texas, August 24, 2015   

    • fee disclosuretransition
    • new recordkeeper
    • (and 5 more)

      Tagged with:

      • fee disclosuretransition
      • new recordkeeper
      • change notice
      • fee
      • participant disclosure
      • notice
      • blackout
    • 0 replies
    • 856 views
    • 
    • hightower.texas
    • August 24, 2015

13. Self Employed with Profit Sharing Plan

    By thepensionmaven, August 19, 2015
    • 18 replies
    • 1.8k views
    • 
    • thepensionmaven
    • October 11, 2017

14. Annuity Plan under Section 401(a)

    By joel, August 19, 2015
    • 18 replies
    • 1.3k views
    • 
    • david rigby
    • August 21, 2015

15. 90 Day Opt out Period

    By coleboy, August 19, 2015
    • 1 reply
    • 1k views
    • 
    • K2retire
    • August 19, 2015

16. Introductory Textbook about Retirement Plans??

    By SFSD, August 17, 2015
    • 7 replies
    • 1.2k views
    • 
    • Doghouse
    • August 18, 2015

17. Self-employment compensation calculation

    By BG5150, August 17, 2015
    • 28 replies
    • 3.1k views
    • 
    • BG5150
    • January 9, 2017

18. profit sharing plan for self employed with employees

    By thepensionmaven, August 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • August 14, 2015

19. DC Plan Benchmarking

    By Hattie Greenan, August 13, 2015   

    • 401(k) plans
    • benchmarking
    • (and 1 more)

      Tagged with:

      • 401(k) plans
      • benchmarking
      • retirement plan data
    • 6 replies
    • 1.3k views
    • 
    • Hattie Greenan
    • August 18, 2015

20. Vesting For Rehires

    By mming, August 12, 2015
    • 2 replies
    • 1.5k views
    • 
    • mming
    • August 13, 2015

21. US citizen, foreign income, foreign pension

    By ombskid, August 12, 2015
    • 2 replies
    • 1k views
    • 
    • mbozek
    • August 18, 2015

22. Age of beneficiary at time of death

    By Zorro1k, August 12, 2015   

    • default beneficiary
    • death
    • (and 2 more)

      Tagged with:

      • default beneficiary
      • death
      • participant
      • age
    • 7 replies
    • 1.1k views
    • 
    • My 2 cents
    • August 14, 2015

23. Can Cash Balance Plan be Amended to Condition Right to a Principal Credit upon Employment as of Last Day of Plan Year?

    By rocknrolls2, August 10, 2015
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • August 11, 2015

24. Coverage Testing on Controlled Group

    By Hokielady, August 4, 2015
    • 9 replies
    • 3.4k views
    • 
    • Hokielady
    • August 5, 2015

25. Audit Requirement

    By Dougsbpc, August 4, 2015
    • 5 replies
    • 1.1k views
    • 
    • Scuba 401
    • August 19, 2015

26. is increasing normal retirement age in a 401(k) Plan subject to anti-cutback rule?

    By mariemonroe, August 3, 2015
    • 3 replies
    • 1.4k views
    • 
    • Doghouse
    • August 5, 2015

27. Multiple employer 401k plan terminates

    By Belgarath, July 30, 2015
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • August 10, 2015

28. Key Employee in Association Plan

    By KCA, July 24, 2015
    • 0 replies
    • 750 views
    • 
    • KCA
    • July 24, 2015

29. Fidelity Bond

    By thepensionmaven, July 16, 2015
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 17, 2015

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

    By My 2 cents, July 14, 2015
    • 23 replies
    • 6.2k views
    • 
    • My 2 cents
    • May 24, 2016

31. Insurance Company acting as a PEO?

    By shERPA, July 13, 2015
    • 0 replies
    • 950 views
    • 
    • shERPA
    • July 13, 2015

32. Affiliated service groups - what would you do?

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

33. Restructuring

    By Belgarath, July 10, 2015
    • 21 replies
    • 2.3k views
    • 
    • Belgarath
    • July 14, 2015

34. Does this sound OK?

    By Santo Gold, July 10, 2015
    • 6 replies
    • 1k views
    • 
    • david rigby
    • July 15, 2015

35. Avoiding RMD by rolling IRA assets to PSP

    By jmrsai, July 9, 2015
    • 1 reply
    • 991 views
    • 
    • mbozek
    • July 9, 2015

36. Contribution deduction to a qualified plan.

    By sjpalmeriii, July 8, 2015
    • 4 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 9, 2015

37. Integrated profit sharing contribution - lRM language

    By buckaroo, June 30, 2015
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • July 8, 2015

38. 2014 Form 5307, Required Practioner's Statement?

    By Briandfox, June 24, 2015
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • June 29, 2015

39. Pre 1986 After-tax contributions in P/S plan

    By Biscuit13, June 22, 2015   

    • After-tax contributions
    • Pre 1986
    • 6 replies
    • 4.7k views
    • 
    • Biscuit13
    • June 23, 2015

40. DL expiration date and post-change filing cycle

    By SavingsRUS, June 11, 2015
    • 1 reply
    • 1k views
    • 
    • SavingsRUS
    • July 1, 2015

41. Minimum loan rate

    By Cynchbeast, June 4, 2015
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • June 6, 2015

42. Separate plans for an affiliated service group

    By Rai401k, June 3, 2015
    • 0 replies
    • 907 views
    • 
    • Rai401k
    • June 3, 2015

43. Controlled group plan splitting to avoid audit

    By Belgarath, June 2, 2015
    • 11 replies
    • 3.2k views
    • 
    • Gadgetfreak
    • June 3, 2015

44. determining partnership contributions when ownership changes

    By Santo Gold, May 29, 2015
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • May 29, 2015

45. Doc real estate investment/appraisal 5500 question

    By jmartin, May 28, 2015
    • 1 reply
    • 894 views
    • 
    • david rigby
    • May 28, 2015

46. Partnership/ calculating earned Income

    By Chippy, May 27, 2015
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 1, 2015

47. PPA Restatement Effective Date

    By Cynchbeast, May 26, 2015
    • 7 replies
    • 5.9k views
    • 
    • Bird
    • June 16, 2015

48. NHCE moving to excluded class

    By Cynchbeast, May 22, 2015
    • 5 replies
    • 1.3k views
    • 
    • Cynchbeast
    • May 26, 2015

49. davis bacon plan but without the davis bacon wages

    By Santo Gold, May 20, 2015
    • 1 reply
    • 697 views
    • 
    • shERPA
    • May 20, 2015

50. 5500-EZ filed for under $250k

    By Cynchbeast, May 19, 2015
    • 0 replies
    • 1k views
    • 
    • Cynchbeast
    • May 19, 2015