Retirement Plans in General

5,819 topics in this forum

1. TPA specializing in plans for residents of Puerto Rico

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

2. ROTH deferrals but no provisions in plan

   By cpc0506, October 21, 2015
   • 8 replies
   • 1.6k views
   • 
   • jpod
   • October 21, 2015

3. 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
   • 1.2k views
   • 
   • GBurns
   • October 21, 2015

4. next year plan limits

   By Tom Poje, October 15, 2015
   • 7 replies
   • 1.2k views
   • 
   • david rigby
   • October 21, 2015

5. Affliiated Service Group question

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

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

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

7. unused vacation pay

   By cpc0506, October 19, 2015   

   • vacation pay versus severance
   • 7 replies
   • 2.9k views
   • 
   • Calavera
   • October 20, 2015

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

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

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

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

10. 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
    • 1k views
    • 
    • Zorro1k
    • October 19, 2015

11. Frozen profit sharing plan - vesting

    By taxllm, October 12, 2015
    • 8 replies
    • 3.2k views
    • 
    • taxllm
    • October 12, 2015

12. annuity contract versus life insurance

    By cpc0506, October 6, 2015
    • 10 replies
    • 1.9k views
    • 
    • GBurns
    • October 9, 2015

13. removal of plan trustee

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

14. Controlled Group / Different Profit Sharing Allocations

    By beartd, October 8, 2015   

    • Controlled Group
    • Profit Sharing
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • October 8, 2015

15. LIfe Insurance in a DC Plan

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

16. More on excluded classes

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

17. Eligibility Based on Compensation

    By Just Me, September 28, 2015
    • 5 replies
    • 1k views
    • 
    • GBurns
    • September 30, 2015

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

    By rocknrolls2, September 22, 2015
    • 2 replies
    • 3k views
    • 
    • Tom Poje
    • September 25, 2015

19. SAR for one-participant plans

    By cpc0506, September 23, 2015
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • September 24, 2015

20. Mid year entry

    By ombskid, September 23, 2015
    • 6 replies
    • 1.2k views
    • 
    • ombskid
    • September 24, 2015

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

    By Peter Gulia, September 24, 2015
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • September 24, 2015

22. Affiliated service groups - what would you do?

    By Belgarath, July 13, 2015
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • September 23, 2015

23. Prevailing wage withdrawals

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

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

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

25. compensation and w-2

    By cpc0506, September 14, 2015
    • 12 replies
    • 1.9k views
    • 
    • hr for me
    • September 21, 2015

26. Mess acquired from prior TPA

    By Cynchbeast, September 20, 2015
    • 4 replies
    • 1.1k views
    • 
    • hr for me
    • September 21, 2015

27. 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
    • 1.6k views
    • 
    • BG5150
    • September 21, 2015

28. Who's the employer - Derrin Watson special

    By Santo Gold, September 15, 2015
    • 8 replies
    • 2.9k views
    • 
    • david rigby
    • September 20, 2015

29. Indexed limits for next year

    By Tom Poje, September 16, 2015
    • 5 replies
    • 1.2k views
    • 
    • mbozek
    • September 17, 2015

30. Plan had corporate title, now a sole proprietor

    By katieinny, September 15, 2015   

    • What to do about EIN?
    • 2 replies
    • 900 views
    • 
    • katieinny
    • September 16, 2015

31. 'Professional Service Agreement' with 501c3 Hospital

    By J Simmons, September 14, 2015
    • 9 replies
    • 2.3k views
    • 
    • J Simmons
    • September 15, 2015

32. Aggregated Plans with exclusions

    By Cynchbeast, September 11, 2015
    • 5 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 14, 2015

33. Fee Structure of MassMutual TPA Services

    By Susan S., September 4, 2015
    • 6 replies
    • 2.5k views
    • 
    • retireholiks
    • September 10, 2015

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

    By Pammie57, September 10, 2015
    • 1 reply
    • 922 views
    • 
    • Tom Poje
    • September 10, 2015

35. K-1 Farming Income as Plan Compensation

    By PensionPro, September 9, 2015
    • 0 replies
    • 1.2k views
    • 
    • PensionPro
    • September 9, 2015

36. K-1 comp question

    By BG5150, September 8, 2015
    • 2 replies
    • 895 views
    • 
    • Belgarath
    • September 8, 2015

37. Cashouts when discontinuing MEP participation

    By shERPA, April 12, 2015
    • 2 replies
    • 1.6k views
    • 
    • rcline46
    • September 8, 2015

38. "Special Trustee" responsible for contribution deposits

    By AndrewZ, September 1, 2015
    • 11 replies
    • 4.6k views
    • 
    • Peter Gulia
    • September 4, 2015

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

    By Peter Gulia, September 1, 2015   

    • prototype; volume-submitter
    • 17 replies
    • 2.9k views
    • 
    • GBurns
    • September 3, 2015

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

    By Briandfox, September 1, 2015
    • 0 replies
    • 2.5k views
    • 
    • Briandfox
    • September 1, 2015

41. 70 1/2 and RMD orgination presentation

    By jmartin, August 26, 2015
    • 3 replies
    • 1k views
    • 
    • mbozek
    • August 28, 2015

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

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

43. 20% Tax withholding on distributions

    By KevinMc, August 28, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • August 28, 2015

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

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

45. Longevity Annuities

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

46. Life Insurance and BRFs

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

47. rehired participant. Termed in 2006

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

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

    By MMMBENE2000, August 25, 2015   

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

49. Retirement Plan Vendor Requesting Information on All Employees

    By waid10, August 25, 2015
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • August 25, 2015

50. 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
    • 963 views
    • 
    • hightower.texas
    • August 24, 2015