Retirement Plans in General

5,772 topics in this forum

1. Pension Payment of Retiree Medical Premiums

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

2. 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

3. Citation needed

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

4. Annual valuation for pooled funds

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

5. "Trader" income considered as income?

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

6. 401(a)26

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

7. Director's fees

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

8. ASG Rules

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

9. Terminee Distributions from Annual Valuated Plans

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

10. 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

11. Plan merger and life insurance

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

12. Termination date

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

13. 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

14. Initial eligibility requirements less than 1 YOS

    By erisaman2000, November 14, 2014   

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

15. Business/plan transactions

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

16. Design-based safe harbor allocation formula

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

17. 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

18. 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

19. IRS Approval of Trust Agreement Amendment

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

20. After Tax Contributions

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

21. 2015 COLAs [Edited: COLAs Released Oct. 23]

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

22. expected plan limts for next year

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

23. Forfeiture Reallocation

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

24. 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

25. Exclude HCE by name even though non-key

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

26. Vesting Schedule Amendment

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

27. TPA revenue sharing

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

28. Two-Tiered Profit Sharing

    By jpod, October 3, 2014
    • 6 replies
    • 2.6k views
    • 
    • Bird
    • October 6, 2014

29. Defined Benefit contributions for Sole Prop

    By Cynchbeast, October 3, 2014
    • 3 replies
    • 887 views
    • 
    • Calavera
    • October 3, 2014

30. Participating Employer Setting up Own Plan

    By chris, September 26, 2014
    • 10 replies
    • 3.6k views
    • 
    • QDROphile
    • September 30, 2014

31. Using identical prototype documents with QSLOBs/Multiple employer plan

    By Lori H, September 25, 2014
    • 1 reply
    • 975 views
    • 
    • Lou S.
    • September 25, 2014

32. Severance comp vs post-severance comp

    By Gilmore, September 23, 2014
    • 14 replies
    • 6.4k views
    • 
    • QDROphile
    • September 27, 2014

33. 204(h) Notice

    By luissaha, September 23, 2014
    • 8 replies
    • 2.4k views
    • 
    • luissaha
    • September 23, 2014

34. plan limits

    By Tom Poje, September 18, 2014
    • 8 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 19, 2014

35. When is it proper to ignore a plan document's provision?

    By Peter Gulia, September 13, 2014   

    • ERISA 404(a)(1)(D)
    • 0 replies
    • 1.1k views
    • 
    • Peter Gulia
    • September 13, 2014

36. Please Recommend your Job Search Method or Headhunter

    By Guest RosemaryK, September 13, 2014
    • 0 replies
    • 682 views
    • 
    • Guest
    • September 13, 2014

37. Determination Letter - Urgent Business Need

    By luissaha, September 11, 2014
    • 6 replies
    • 1.4k views
    • 
    • luissaha
    • September 12, 2014

38. Fiduciary Indemnification Agreement

    By katieinny, September 10, 2014   

    • Yes or no?
    • 6 replies
    • 5.8k views
    • 
    • katieinny
    • September 12, 2014

39. Forfeitures in 403(b) and DC in general

    By Belgarath, September 4, 2014
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • September 5, 2014

40. Controlled Group - Trust

    By 52626, August 25, 2014
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • August 26, 2014

41. Shared Employees

    By thepensionmaven, August 24, 2014
    • 5 replies
    • 1.4k views
    • 
    • K2retire
    • August 26, 2014

42. Trustee - Not a US Citizen

    By 52626, August 20, 2014
    • 0 replies
    • 1k views
    • 
    • 52626
    • August 20, 2014

43. Local church or National Association the employer of the minsiter

    By R. Butler, August 20, 2014
    • 1 reply
    • 715 views
    • 
    • R. Butler
    • August 20, 2014

44. Missing Participants

    By ERISAWiz, August 20, 2014
    • 6 replies
    • 1.4k views
    • 
    • SearchLight
    • August 20, 2014

45. Controlled group - "spousal noninvolvement"

    By Belgarath, August 18, 2014
    • 0 replies
    • 890 views
    • 
    • Belgarath
    • August 18, 2014

46. DOL Notice of Rejection of the Form 5500

    By bevfair, August 13, 2014
    • 3 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • August 13, 2014

47. US citizen, foreign company

    By ombskid, August 11, 2014
    • 1 reply
    • 777 views
    • 
    • Flyboyjohn
    • August 11, 2014

48. PPA effective date

    By Cynchbeast, August 7, 2014
    • 3 replies
    • 1.5k views
    • 
    • Flyboyjohn
    • August 8, 2014

49. Fiduciary vs Named Fiduciary

    By 52626, July 30, 2014
    • 2 replies
    • 1k views
    • 
    • masteff
    • July 30, 2014

50. QJSA Explanation to Participants

    By Fielding Mellish, July 28, 2014
    • 5 replies
    • 1.3k views
    • 
    • Fielding Mellish
    • July 29, 2014