Retirement Plans in General

5,781 topics in this forum

1. 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
   • 1.5k views
   • 
   • david rigby
   • August 11, 2015

2. Coverage Testing on Controlled Group

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

3. Audit Requirement

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

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

   By mariemonroe, August 3, 2015
   • 3 replies
   • 1.5k views
   • 
   • Doghouse
   • August 5, 2015

5. Multiple employer 401k plan terminates

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

6. Key Employee in Association Plan

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

7. Fidelity Bond

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

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

   By My 2 cents, July 14, 2015
   • 23 replies
   • 6.3k views
   • 
   • My 2 cents
   • May 24, 2016

9. Insurance Company acting as a PEO?

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

10. Affiliated service groups - what would you do?

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

11. Restructuring

    By Belgarath, July 10, 2015
    • 21 replies
    • 2.4k views
    • 
    • Belgarath
    • July 14, 2015

12. Does this sound OK?

    By Santo Gold, July 10, 2015
    • 6 replies
    • 1.1k views
    • 
    • david rigby
    • July 15, 2015

13. Avoiding RMD by rolling IRA assets to PSP

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

14. Contribution deduction to a qualified plan.

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

15. Integrated profit sharing contribution - lRM language

    By buckaroo, June 30, 2015
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • July 8, 2015

16. 2014 Form 5307, Required Practioner's Statement?

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

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

    By Biscuit13, June 22, 2015   

    • After-tax contributions
    • Pre 1986
    • 6 replies
    • 4.9k views
    • 
    • Biscuit13
    • June 23, 2015

18. DL expiration date and post-change filing cycle

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

19. Minimum loan rate

    By Cynchbeast, June 4, 2015
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • June 6, 2015

20. Separate plans for an affiliated service group

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

21. Controlled group plan splitting to avoid audit

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

22. determining partnership contributions when ownership changes

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

23. Doc real estate investment/appraisal 5500 question

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

24. Partnership/ calculating earned Income

    By Chippy, May 27, 2015
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • June 1, 2015

25. PPA Restatement Effective Date

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

26. NHCE moving to excluded class

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

27. davis bacon plan but without the davis bacon wages

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

28. 5500-EZ filed for under $250k

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

29. Worker cooperatives

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

30. Places to look for new job?

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

31. Davis Bacon

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

32. CA tax on gains

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

33. Exclusion of Interns

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

34. Corporate Partner as a plan sponsor

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

35. 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

36. Cashouts when discontinuing MEP participation

    By shERPA, April 12, 2015
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • September 8, 2015

37. Accounting for Defaulted Loan

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

38. 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

39. Catch-Up for fiscal plan

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

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

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

41. 404(a)5 Fund Chart needed

    By BG5150, March 24, 2015
    • 0 replies
    • 1.1k views
    • 
    • BG5150
    • March 24, 2015

42. Returning Employer Contributoin

    By Chey1999, March 18, 2015
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 19, 2015

43. Top Heavy and Key employees

    By Lori H, March 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • Lori H
    • March 11, 2015

44. 401(h) Feature in Money Purchase Plan

    By VBSalas, March 9, 2015   

    • 401(h)
    • mpp
    • 4 replies
    • 2.3k views
    • 
    • VBSalas
    • March 10, 2015

45. Death of trustee - brokerage house wants to segregate assets

    By ombskid, February 24, 2015
    • 8 replies
    • 1.3k views
    • 
    • ombskid
    • February 25, 2015

46. naming 401k plan vs naming Trust - EIN the same?

    By tertue, February 23, 2015   

    • naming plan and trust
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • February 23, 2015

47. Participant Compensation used in Deduction Limits for Combo Plans

    By jbrindisi77, February 20, 2015   

    • deductions
    • cash balance
    • (and 2 more)

      Tagged with:

      • deductions
      • cash balance
      • profit sharing
      • 401(k)
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2015

48. Freezing 0% Money Purchase Plan

    By PensionPro, February 18, 2015
    • 8 replies
    • 2.2k views
    • 
    • PensionPro
    • February 18, 2015

49. DB valuation and mid-year entrants

    By Cynchbeast, February 13, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 13, 2015

50. Opposite-sex domestic partner - health insurance premium taxation

    By Belgarath, February 9, 2015
    • 3 replies
    • 1.4k views
    • 
    • Effen
    • February 11, 2015