Retirement Plans in General

5,802 topics in this forum

1. Insurance Company acting as a PEO?

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

2. Contribution deduction to a qualified plan.

   By sjpalmeriii, July 8, 2015
   • 4 replies
   • 1.3k views
   • 
   • ETA Consulting LLC
   • July 9, 2015

3. Avoiding RMD by rolling IRA assets to PSP

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

4. Integrated profit sharing contribution - lRM language

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

5. DL expiration date and post-change filing cycle

   By SavingsRUS, June 11, 2015
   • 1 reply
   • 1.1k views
   • 
   • SavingsRUS
   • July 1, 2015

6. 2014 Form 5307, Required Practioner's Statement?

   By Briandfox, June 24, 2015
   • 5 replies
   • 2.1k views
   • 
   • Belgarath
   • June 29, 2015

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

   By Biscuit13, June 22, 2015   

   • After-tax contributions
   • Pre 1986
   • 6 replies
   • 5.3k views
   • 
   • Biscuit13
   • June 23, 2015

8. PPA Restatement Effective Date

   By Cynchbeast, May 26, 2015
   • 7 replies
   • 6.1k views
   • 
   • Bird
   • June 16, 2015

9. Places to look for new job?

   By BG5150, May 14, 2015
   • 4 replies
   • 1.1k views
   • 
   • Hojo
   • June 10, 2015

10. Minimum loan rate

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

11. Separate plans for an affiliated service group

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

12. Controlled group plan splitting to avoid audit

    By Belgarath, June 2, 2015
    • 11 replies
    • 3.4k views
    • 
    • Gadgetfreak
    • June 3, 2015

13. Partnership/ calculating earned Income

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

14. determining partnership contributions when ownership changes

    By Santo Gold, May 29, 2015
    • 4 replies
    • 2k views
    • 
    • Kevin C
    • May 29, 2015

15. Doc real estate investment/appraisal 5500 question

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

16. CA tax on gains

    By ombskid, May 6, 2015
    • 7 replies
    • 1.3k views
    • 
    • mbozek
    • May 27, 2015

17. NHCE moving to excluded class

    By Cynchbeast, May 22, 2015
    • 5 replies
    • 1.4k views
    • 
    • Cynchbeast
    • May 26, 2015

18. davis bacon plan but without the davis bacon wages

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

19. 5500-EZ filed for under $250k

    By Cynchbeast, May 19, 2015
    • 0 replies
    • 1.1k views
    • 
    • Cynchbeast
    • May 19, 2015

20. Worker cooperatives

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

21. Davis Bacon

    By Belgarath, May 7, 2015
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • May 7, 2015

22. Exclusion of Interns

    By rocknrolls2, May 4, 2015
    • 9 replies
    • 5.3k views
    • 
    • Peter Gulia
    • May 7, 2015

23. Corporate Partner as a plan sponsor

    By B21, April 28, 2015
    • 4 replies
    • 1k views
    • 
    • jpod
    • April 28, 2015

24. Future Service Credit

    By Fisher, December 3, 2012
    • 8 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • April 22, 2015

25. 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
    • 6.2k views
    • 
    • cheersmate
    • April 17, 2015

26. Accounting for Defaulted Loan

    By Cynchbeast, April 9, 2015
    • 5 replies
    • 3k views
    • 
    • Tom Poje
    • April 13, 2015

27. Non-employee spouse wants to roll money into participant spouse account

    By Belgarath, April 3, 2015
    • 10 replies
    • 1.2k views
    • 
    • Belgarath
    • April 7, 2015

28. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 5 replies
    • 4.9k views
    • 
    • 401 Chaos
    • April 6, 2015

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

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

30. Catch-Up for fiscal plan

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

31. 404(a)5 Fund Chart needed

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

32. Returning Employer Contributoin

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

33. Top Heavy and Key employees

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

34. 401(h) Feature in Money Purchase Plan

    By VBSalas, March 9, 2015   

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

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

    By ombskid, February 24, 2015
    • 8 replies
    • 1.4k views
    • 
    • ombskid
    • February 25, 2015

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

    By tertue, February 23, 2015   

    • naming plan and trust
    • 1 reply
    • 1.5k views
    • 
    • My 2 cents
    • February 23, 2015

37. 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
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2015

38. Freezing 0% Money Purchase Plan

    By PensionPro, February 18, 2015
    • 8 replies
    • 2.3k views
    • 
    • PensionPro
    • February 18, 2015

39. DB valuation and mid-year entrants

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

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

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

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

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

42. 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

43. 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

44. Common Law Marriage

    By Briandfox, January 14, 2015
    • 24 replies
    • 8.7k views
    • 
    • jpod
    • February 2, 2015

45. Is an ERISA fidelity bond needed?

    By mming, September 23, 2010
    • 3 replies
    • 5.1k views
    • 
    • Bird
    • January 29, 2015

46. Who has final say on plan assets?

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

47. Employee paid per mile

    By Monica Barnard, January 21, 2015
    • 12 replies
    • 2k views
    • 
    • Belgarath
    • January 26, 2015

48. Terminating a ROBS

    By AKconsult, June 18, 2013
    • 17 replies
    • 9.3k views
    • 
    • justanotheradmin
    • January 22, 2015

49. Who can be a Sponsoring Organization?

    By katieinny, January 21, 2015   

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

50. the indexed limits

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