Retirement Plans in General

5,772 topics in this forum

1. 404(a)5 Fund Chart needed

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

2. Returning Employer Contributoin

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

3. Top Heavy and Key employees

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

4. 401(h) Feature in Money Purchase Plan

   By VBSalas, March 9, 2015   

   • 401(h)
   • mpp
   • 4 replies
   • 2.2k views
   • 
   • VBSalas
   • March 10, 2015

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

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

6. 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

7. 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

8. Freezing 0% Money Purchase Plan

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

9. DB valuation and mid-year entrants

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

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

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

11. Non-profit controlled group rules - common control question

    By AndrewZ, February 6, 2015
    • 0 replies
    • 3.4k views
    • 
    • AndrewZ
    • February 6, 2015

12. Taking a poll - assign plan number to SEP or SIMPLE-IRA?

    By Belgarath, February 3, 2015
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • February 3, 2015

13. Pension Investment in Surgery Center, C-Shares

    By JKY, January 30, 2015   

    • investment
    • c-shares
    • (and 1 more)

      Tagged with:

      • investment
      • c-shares
      • prohibited transaction
    • 2 replies
    • 1.5k views
    • 
    • JKY
    • February 2, 2015

14. Common Law Marriage

    By Briandfox, January 14, 2015
    • 24 replies
    • 8.3k views
    • 
    • jpod
    • February 2, 2015

15. Is an ERISA fidelity bond needed?

    By mming, September 23, 2010
    • 3 replies
    • 4.8k views
    • 
    • Bird
    • January 29, 2015

16. Who has final say on plan assets?

    By AlbanyConsultant, January 25, 2015
    • 4 replies
    • 1.1k views
    • 
    • AlbanyConsultant
    • January 26, 2015

17. Employee paid per mile

    By Monica Barnard, January 21, 2015
    • 12 replies
    • 1.9k views
    • 
    • Belgarath
    • January 26, 2015

18. Terminating a ROBS

    By AKconsult, June 18, 2013
    • 17 replies
    • 8.7k views
    • 
    • justanotheradmin
    • January 22, 2015

19. Who can be a Sponsoring Organization?

    By katieinny, January 21, 2015   

    • Are there limitations?
    • 0 replies
    • 724 views
    • 
    • katieinny
    • January 21, 2015

20. the indexed limits

    By Tom Poje, January 16, 2015
    • 0 replies
    • 820 views
    • 
    • Tom Poje
    • January 16, 2015

21. The definition of plan compensation.

    By Lori H, January 15, 2015
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • January 16, 2015

22. Pension Payment of Retiree Medical Premiums

    By Just Me, January 9, 2015
    • 1 reply
    • 929 views
    • 
    • jpod
    • January 9, 2015

23. Definition of "employer" in 4975(e)(2)(C)

    By shERPA, January 6, 2015   

    • Does 414 aggregation apply?
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • January 6, 2015

24. Citation needed

    By thepensionmaven, December 26, 2014
    • 5 replies
    • 1.1k views
    • 
    • Gadgetfreak
    • December 29, 2014

25. "Trader" income considered as income?

    By BG5150, December 12, 2014
    • 4 replies
    • 1.2k views
    • 
    • amcorson
    • December 17, 2014

26. Annual valuation for pooled funds

    By kwalified, December 15, 2014
    • 7 replies
    • 1.7k views
    • 
    • kwalified
    • December 16, 2014

27. 401(a)26

    By thepensionmaven, December 9, 2014
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 10, 2014

28. Director's fees

    By Bird, December 9, 2014
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • December 9, 2014

29. ASG Rules

    By jpod, December 8, 2014
    • 0 replies
    • 941 views
    • 
    • jpod
    • December 8, 2014

30. Terminee Distributions from Annual Valuated Plans

    By Gadgetfreak, December 4, 2014
    • 13 replies
    • 1.4k views
    • 
    • ESOP Guy
    • December 5, 2014

31. A good source to learn about New Comparability?

    By Lori H, December 1, 2014
    • 5 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2014

32. Initial eligibility requirements less than 1 YOS

    By erisaman2000, November 14, 2014   

    • eligibility
    • service
    • 5 replies
    • 2.1k views
    • 
    • erisaman2000
    • November 21, 2014

33. Do deceased Non-key participants get a Top Heavy Minimum?

    By Lori H, November 18, 2014
    • 6 replies
    • 1.1k views
    • 
    • Lori H
    • November 21, 2014

34. Plan merger and life insurance

    By R. Butler, November 21, 2014
    • 1 reply
    • 930 views
    • 
    • My 2 cents
    • November 21, 2014

35. Termination date

    By Guest JPIngold, November 19, 2014
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • November 19, 2014

36. Business/plan transactions

    By Belgarath, November 13, 2014
    • 1 reply
    • 888 views
    • 
    • Kevin C
    • November 14, 2014

37. Design-based safe harbor allocation formula

    By Belgarath, November 11, 2014
    • 4 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • November 11, 2014

38. LLC Taxed as Corporation - Recommended Retirement Plan

    By Guest Mickey, November 6, 2014   

    • Retirement
    • LLC
    • (and 1 more)

      Tagged with:

      • Retirement
      • LLC
      • Taxed as Corporation
    • 5 replies
    • 1.8k views
    • 
    • GBurns
    • November 8, 2014

39. Normal Retirement Age vs Early Retirement Age

    By imchipbrown, November 6, 2014   

    • Normal Retirement Age Early
    • 4 replies
    • 3.1k views
    • 
    • imchipbrown
    • November 7, 2014

40. IRS Approval of Trust Agreement Amendment

    By luissaha, November 3, 2014
    • 6 replies
    • 1k views
    • 
    • luissaha
    • November 4, 2014

41. After Tax Contributions

    By perkinsran, October 24, 2014
    • 1 reply
    • 843 views
    • 
    • Bird
    • October 27, 2014

42. 2015 COLAs [Edited: COLAs Released Oct. 23]

    By Carol V. Calhoun, October 22, 2014
    • 9 replies
    • 2.1k views
    • 
    • Bird
    • October 27, 2014

43. DB participant with union & non-union income

    By Cynchbeast, March 18, 2014
    • 4 replies
    • 1.2k views
    • 
    • PJF414
    • October 23, 2014

44. expected plan limts for next year

    By Tom Poje, October 22, 2014
    • 1 reply
    • 794 views
    • 
    • Tom Poje
    • October 22, 2014

45. Forfeiture Reallocation

    By Chippy, October 21, 2014
    • 5 replies
    • 1.8k views
    • 
    • Chippy
    • October 21, 2014

46. How Do We Distinguish an (Early) Retirement From a Termination?

    By Guest Dash02, October 17, 2014
    • 3 replies
    • 2.5k views
    • 
    • david rigby
    • October 18, 2014

47. Foreign Company Wants to Establish QRP

    By Guest WantsToLearn, October 27, 2006
    • 5 replies
    • 2.3k views
    • 
    • Flyboyjohn
    • October 17, 2014

48. Exclude HCE by name even though non-key

    By Trekker, October 13, 2014
    • 15 replies
    • 2.1k views
    • 
    • Trekker
    • October 15, 2014

49. Vesting Schedule Amendment

    By msmith, October 10, 2014
    • 14 replies
    • 5.9k views
    • 
    • Tom Poje
    • October 14, 2014

50. TPA revenue sharing

    By Santo Gold, October 8, 2014
    • 9 replies
    • 2k views
    • 
    • Kevin C
    • October 9, 2014