Retirement Plans in General

5,829 topics in this forum

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

   By Belgarath, November 5, 2015
   • 7 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • November 5, 2015

2. Profit Sharing Plan - Takeover

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

3. RMD from DC plan

   By ombskid, November 4, 2015
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • November 4, 2015

4. Credit service prior to date of incorporation?

   By shERPA, October 16, 2015
   • 7 replies
   • 1.4k views
   • 
   • shERPA
   • November 4, 2015

5. Missed RMD's - IRS waiver of penalties

   By Belgarath, October 28, 2015
   • 9 replies
   • 5.3k views
   • 
   • Tom Poje
   • November 4, 2015

6. 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
   • 4.2k views
   • 
   • Mike Preston
   • November 3, 2015

7. Deferred compensation and eligibility for PS allocation

   By cpc0506, October 28, 2015
   • 4 replies
   • 1.1k views
   • 
   • jpod
   • November 2, 2015

8. Amendment or resolution

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

9. Safe Harbor Match in AA

   By cpc0506, October 28, 2015
   • 5 replies
   • 1.2k views
   • 
   • BG5150
   • October 29, 2015

10. Am I a Partner?

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

11. TPA specializing in plans for residents of Puerto Rico

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

12. ROTH deferrals but no provisions in plan

    By cpc0506, October 21, 2015
    • 8 replies
    • 1.8k views
    • 
    • jpod
    • October 21, 2015

13. 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

14. next year plan limits

    By Tom Poje, October 15, 2015
    • 7 replies
    • 1.4k views
    • 
    • david rigby
    • October 21, 2015

15. Affliiated Service Group question

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

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

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

17. unused vacation pay

    By cpc0506, October 19, 2015   

    • vacation pay versus severance
    • 7 replies
    • 3.2k views
    • 
    • Calavera
    • October 20, 2015

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

    By Belgarath, October 20, 2015
    • 0 replies
    • 1k views
    • 
    • Belgarath
    • October 20, 2015

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

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

20. 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
    • 1.1k views
    • 
    • Zorro1k
    • October 19, 2015

21. Frozen profit sharing plan - vesting

    By taxllm, October 12, 2015
    • 8 replies
    • 3.4k views
    • 
    • taxllm
    • October 12, 2015

22. annuity contract versus life insurance

    By cpc0506, October 6, 2015
    • 10 replies
    • 2k views
    • 
    • GBurns
    • October 9, 2015

23. removal of plan trustee

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

24. 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

25. LIfe Insurance in a DC Plan

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

26. More on excluded classes

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

27. Eligibility Based on Compensation

    By Just Me, September 28, 2015
    • 5 replies
    • 1.2k views
    • 
    • GBurns
    • September 30, 2015

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

    By rocknrolls2, September 22, 2015
    • 2 replies
    • 3.1k views
    • 
    • Tom Poje
    • September 25, 2015

29. SAR for one-participant plans

    By cpc0506, September 23, 2015
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • September 24, 2015

30. Mid year entry

    By ombskid, September 23, 2015
    • 6 replies
    • 1.3k views
    • 
    • ombskid
    • September 24, 2015

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

    By Peter Gulia, September 24, 2015
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • September 24, 2015

32. Affiliated service groups - what would you do?

    By Belgarath, July 13, 2015
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • September 23, 2015

33. Prevailing wage withdrawals

    By AKconsult, September 22, 2015
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • September 22, 2015

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

    By Belgarath, September 21, 2015
    • 2 replies
    • 1k views
    • 
    • ESOP Guy
    • September 22, 2015

35. compensation and w-2

    By cpc0506, September 14, 2015
    • 12 replies
    • 2.1k views
    • 
    • hr for me
    • September 21, 2015

36. Mess acquired from prior TPA

    By Cynchbeast, September 20, 2015
    • 4 replies
    • 1.2k views
    • 
    • hr for me
    • September 21, 2015

37. 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
    • 1.8k views
    • 
    • BG5150
    • September 21, 2015

38. Who's the employer - Derrin Watson special

    By Santo Gold, September 15, 2015
    • 8 replies
    • 3.1k views
    • 
    • david rigby
    • September 20, 2015

39. Indexed limits for next year

    By Tom Poje, September 16, 2015
    • 5 replies
    • 1.3k views
    • 
    • mbozek
    • September 17, 2015

40. Plan had corporate title, now a sole proprietor

    By katieinny, September 15, 2015   

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

41. 'Professional Service Agreement' with 501c3 Hospital

    By J Simmons, September 14, 2015
    • 9 replies
    • 2.5k views
    • 
    • J Simmons
    • September 15, 2015

42. Aggregated Plans with exclusions

    By Cynchbeast, September 11, 2015
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 14, 2015

43. Fee Structure of MassMutual TPA Services

    By Susan S., September 4, 2015
    • 6 replies
    • 2.7k views
    • 
    • retireholiks
    • September 10, 2015

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

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

45. K-1 Farming Income as Plan Compensation

    By PensionPro, September 9, 2015
    • 0 replies
    • 1.4k views
    • 
    • PensionPro
    • September 9, 2015

46. K-1 comp question

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

47. Cashouts when discontinuing MEP participation

    By shERPA, April 12, 2015
    • 2 replies
    • 1.8k views
    • 
    • rcline46
    • September 8, 2015

48. "Special Trustee" responsible for contribution deposits

    By AndrewZ, September 1, 2015
    • 11 replies
    • 4.8k views
    • 
    • Peter Gulia
    • September 4, 2015

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

    By Peter Gulia, September 1, 2015   

    • prototype; volume-submitter
    • 17 replies
    • 3.2k views
    • 
    • GBurns
    • September 3, 2015

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

    By Briandfox, September 1, 2015
    • 0 replies
    • 2.6k views
    • 
    • Briandfox
    • September 1, 2015