Retirement Plans in General

5,772 topics in this forum

1. Retirement Plan Vendor Requesting Information on All Employees

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

2. 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
   • 882 views
   • 
   • hightower.texas
   • August 24, 2015

3. Annuity Plan under Section 401(a)

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

4. Audit Requirement

   By Dougsbpc, August 4, 2015
   • 5 replies
   • 1.2k views
   • 
   • Scuba 401
   • August 19, 2015

5. 90 Day Opt out Period

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

6. US citizen, foreign income, foreign pension

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

7. Introductory Textbook about Retirement Plans??

   By SFSD, August 17, 2015
   • 7 replies
   • 1.3k views
   • 
   • Doghouse
   • August 18, 2015

8. 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

9. 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
   • 1.2k views
   • 
   • My 2 cents
   • August 14, 2015

10. profit sharing plan for self employed with employees

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

11. Vesting For Rehires

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

12. 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

13. Multiple employer 401k plan terminates

    By Belgarath, July 30, 2015
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • August 10, 2015

14. Coverage Testing on Controlled Group

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

15. 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

16. Key Employee in Association Plan

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

17. deduction limit

    By Dougsbpc, December 20, 2012
    • 8 replies
    • 2.1k views
    • 
    • ESOP Guy
    • July 24, 2015

18. Fidelity Bond

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

19. Does this sound OK?

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

20. Restructuring

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

21. Insurance Company acting as a PEO?

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

22. Contribution deduction to a qualified plan.

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

23. Avoiding RMD by rolling IRA assets to PSP

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

24. Integrated profit sharing contribution - lRM language

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

25. DL expiration date and post-change filing cycle

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

26. 2014 Form 5307, Required Practioner's Statement?

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

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

    By Biscuit13, June 22, 2015   

    • After-tax contributions
    • Pre 1986
    • 6 replies
    • 4.8k views
    • 
    • Biscuit13
    • June 23, 2015

28. PPA Restatement Effective Date

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

29. Places to look for new job?

    By BG5150, May 14, 2015
    • 4 replies
    • 1k views
    • 
    • Hojo
    • June 10, 2015

30. Minimum loan rate

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

31. Separate plans for an affiliated service group

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

32. Controlled group plan splitting to avoid audit

    By Belgarath, June 2, 2015
    • 11 replies
    • 3.3k views
    • 
    • Gadgetfreak
    • June 3, 2015

33. Partnership/ calculating earned Income

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

34. determining partnership contributions when ownership changes

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

35. Doc real estate investment/appraisal 5500 question

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

36. CA tax on gains

    By ombskid, May 6, 2015
    • 7 replies
    • 1.2k views
    • 
    • mbozek
    • May 27, 2015

37. NHCE moving to excluded class

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

38. davis bacon plan but without the davis bacon wages

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

39. 5500-EZ filed for under $250k

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

40. Worker cooperatives

    By Belgarath, May 18, 2015
    • 0 replies
    • 744 views
    • 
    • Belgarath
    • May 18, 2015

41. Davis Bacon

    By Belgarath, May 7, 2015
    • 2 replies
    • 2k views
    • 
    • Belgarath
    • May 7, 2015

42. Exclusion of Interns

    By rocknrolls2, May 4, 2015
    • 9 replies
    • 5.2k views
    • 
    • Peter Gulia
    • May 7, 2015

43. Corporate Partner as a plan sponsor

    By B21, April 28, 2015
    • 4 replies
    • 963 views
    • 
    • jpod
    • April 28, 2015

44. Future Service Credit

    By Fisher, December 3, 2012
    • 8 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 22, 2015

45. NRA Definition and 100% Vesting

    By cheersmate, April 17, 2015   

    • Vesting
    • NRA defined
    • (and 2 more)

      Tagged with:

      • Vesting
      • NRA defined
      • Corbel Document
      • automatic vesting
    • 4 replies
    • 6.1k views
    • 
    • cheersmate
    • April 17, 2015

46. Accounting for Defaulted Loan

    By Cynchbeast, April 9, 2015
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • April 13, 2015

47. Non-employee spouse wants to roll money into participant spouse account

    By Belgarath, April 3, 2015
    • 10 replies
    • 1.1k views
    • 
    • Belgarath
    • April 7, 2015

48. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 5 replies
    • 4.7k views
    • 
    • 401 Chaos
    • April 6, 2015

49. Divorced Railroad Spouse - former spouse still works for Railroad...

    By Oleorp, March 28, 2015
    • 2 replies
    • 925 views
    • 
    • John Feldt ERPA CPC QPA
    • March 31, 2015

50. Catch-Up for fiscal plan

    By Cynchbeast, March 30, 2015
    • 2 replies
    • 776 views
    • 
    • Tom Poje
    • March 31, 2015