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Retirement Plans in General

5,796 topics in this forum

  1. compensation and w-2

    By cpc0506,
    • 12 replies
    • 1.7k views

  2. Mess acquired from prior TPA

    By Cynchbeast,
    • 4 replies
    • 981 views

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

    By lisabroc,
    • 7 replies
    • 1.4k views

  4. Who's the employer - Derrin Watson special

    By Santo Gold,
    • 8 replies
    • 2.7k views

  5. Indexed limits for next year

    By Tom Poje,
    • 5 replies
    • 1k views

  6. Plan had corporate title, now a sole proprietor

    By katieinny,   
    • 2 replies
    • 817 views

  7. 'Professional Service Agreement' with 501c3 Hospital

    By J Simmons,
    • 9 replies
    • 2k views

  8. Aggregated Plans with exclusions

    By Cynchbeast,
    • 5 replies
    • 968 views

  9. Fee Structure of MassMutual TPA Services

    By Susan S.,
    • 6 replies
    • 2.4k views

  10. New Plan - SPY-Limits on Compensatin and contributions

    By Pammie57,
    • 1 reply
    • 866 views

  11. K-1 Farming Income as Plan Compensation

    By PensionPro,
    • 0 replies
    • 1.1k views

  12. K-1 comp question

    By BG5150,
    • 2 replies
    • 828 views

  13. Cashouts when discontinuing MEP participation

    By shERPA,
    • 2 replies
    • 1.5k views

  14. "Special Trustee" responsible for contribution deposits

    By AndrewZ,
    • 11 replies
    • 4.4k views

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

    By Peter Gulia,   
    • 17 replies
    • 2.6k views

  16. Excludable "Welfare Benefits" under 1.414(s)-1(c)3

    By Briandfox,
    • 0 replies
    • 2.4k views

  17. 70 1/2 and RMD orgination presentation

    By jmartin,
    • 3 replies
    • 946 views

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

    By Santo Gold,
    • 5 replies
    • 763 views

  19. 20% Tax withholding on distributions

    By KevinMc,
    • 2 replies
    • 1.1k views

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

    By tsrl01,
    • 3 replies
    • 917 views

  21. Longevity Annuities

    By Earl,
    • 0 replies
    • 669 views

  22. Life Insurance and BRFs

    By Dougsbpc,
    • 4 replies
    • 805 views

  23. rehired participant. Termed in 2006

    By Lori H,
    • 1 reply
    • 756 views

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

    By MMMBENE2000,   
    • 1 reply
    • 816 views
    • GMK
    • GMK

  25. Retirement Plan Vendor Requesting Information on All Employees

    By waid10,
    • 3 replies
    • 964 views

  26. Fee Disclosure during a Transition to a New Provider

    By hightower.texas,   
    • 0 replies
    • 901 views

  27. Annuity Plan under Section 401(a)

    By joel,
    • 18 replies
    • 1.4k views

  28. Audit Requirement

    By Dougsbpc,
    • 5 replies
    • 1.2k views

  29. 90 Day Opt out Period

    By coleboy,
    • 1 reply
    • 1.1k views

  30. US citizen, foreign income, foreign pension

    By ombskid,
    • 2 replies
    • 1k views

  31. Introductory Textbook about Retirement Plans??

    By SFSD,
    • 7 replies
    • 1.3k views

  32. DC Plan Benchmarking

    By Hattie Greenan,   
    • 6 replies
    • 1.3k views

  33. Age of beneficiary at time of death

    By Zorro1k,   
    • 7 replies
    • 1.2k views

  34. profit sharing plan for self employed with employees

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  35. Vesting For Rehires

    By mming,
    • 2 replies
    • 1.5k views

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

    By rocknrolls2,
    • 6 replies
    • 1.5k views

  37. Multiple employer 401k plan terminates

    By Belgarath,
    • 3 replies
    • 1.3k views

  38. Coverage Testing on Controlled Group

    By Hokielady,
    • 9 replies
    • 3.5k views

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

    By mariemonroe,
    • 3 replies
    • 1.5k views

  40. Key Employee in Association Plan

    By KCA,
    • 0 replies
    • 776 views

  41. deduction limit

    By Dougsbpc,
    • 8 replies
    • 2.2k views

  42. Fidelity Bond

    By thepensionmaven,
    • 4 replies
    • 1.5k views

  43. Does this sound OK?

    By Santo Gold,
    • 6 replies
    • 1.1k views

  44. Restructuring

    By Belgarath,
    • 21 replies
    • 2.5k views

  45. Insurance Company acting as a PEO?

    By shERPA,
    • 0 replies
    • 979 views

  46. Contribution deduction to a qualified plan.

    By sjpalmeriii,
    • 4 replies
    • 1.3k views

  47. Avoiding RMD by rolling IRA assets to PSP

    By jmrsai,
    • 1 reply
    • 1k views

  48. Integrated profit sharing contribution - lRM language

    By buckaroo,
    • 3 replies
    • 1.4k views

  49. DL expiration date and post-change filing cycle

    By SavingsRUS,
    • 1 reply
    • 1k views

  50. 2014 Form 5307, Required Practioner's Statement?

    By Briandfox,
    • 5 replies
    • 2k views
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