Retirement Plans in General

5,753 topics in this forum

1. After Tax Contributions

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

2. 2015 COLAs [Edited: COLAs Released Oct. 23]

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

3. expected plan limts for next year

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

4. Forfeiture Reallocation

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

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

   By Guest Dash02, October 17, 2014
   • 3 replies
   • 2.3k views
   • 
   • david rigby
   • October 18, 2014

6. Exclude HCE by name even though non-key

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

7. Vesting Schedule Amendment

   By msmith, October 10, 2014
   • 14 replies
   • 5.7k views
   • 
   • Tom Poje
   • October 14, 2014

8. TPA revenue sharing

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

9. Two-Tiered Profit Sharing

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

10. Defined Benefit contributions for Sole Prop

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

11. Participating Employer Setting up Own Plan

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

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

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

13. Severance comp vs post-severance comp

    By Gilmore, September 23, 2014
    • 14 replies
    • 6.3k views
    • 
    • QDROphile
    • September 27, 2014

14. 204(h) Notice

    By luissaha, September 23, 2014
    • 8 replies
    • 2.3k views
    • 
    • luissaha
    • September 23, 2014

15. plan limits

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

16. 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

17. Please Recommend your Job Search Method or Headhunter

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

18. Determination Letter - Urgent Business Need

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

19. Fiduciary Indemnification Agreement

    By katieinny, September 10, 2014   

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

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

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

21. Controlled Group - Trust

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

22. Shared Employees

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

23. Trustee - Not a US Citizen

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

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

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

25. Missing Participants

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

26. Controlled group - "spousal noninvolvement"

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

27. DOL Notice of Rejection of the Form 5500

    By bevfair, August 13, 2014
    • 3 replies
    • 1.6k views
    • 
    • Flyboyjohn
    • August 13, 2014

28. US citizen, foreign company

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

29. PPA effective date

    By Cynchbeast, August 7, 2014
    • 3 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • August 8, 2014

30. Fiduciary vs Named Fiduciary

    By 52626, July 30, 2014
    • 2 replies
    • 999 views
    • 
    • masteff
    • July 30, 2014

31. QJSA Explanation to Participants

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

32. Loans for sole proprietorship

    By Cynchbeast, July 27, 2014
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • July 30, 2014

33. Someone looking for an actuary

    By Craig Schiller, July 25, 2014   

    • For Cal Pers Plan
    • 0 replies
    • 783 views
    • 
    • Craig Schiller
    • July 25, 2014

34. DB valuations as of first day of plan year

    By Cynchbeast, July 23, 2014
    • 9 replies
    • 4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

35. New Form 5307 (June 2014) - confusing

    By Trekker, July 16, 2014
    • 8 replies
    • 1.9k views
    • 
    • Trekker
    • July 28, 2014

36. Controlled Group and 401(k) Features

    By Guest mookie23, July 14, 2014   

    • Controlled Group
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • July 15, 2014

37. Late deposits on Form 5330

    By Cynchbeast, July 10, 2014
    • 6 replies
    • 4.4k views
    • 
    • Cynchbeast
    • July 11, 2014

38. Leased Employees

    By Guest Celtics, July 9, 2014
    • 0 replies
    • 827 views
    • 
    • Guest
    • July 9, 2014

39. Distributions Based on Interim Valuation

    By Susan S., July 7, 2014
    • 4 replies
    • 1.5k views
    • 
    • Susan S.
    • July 8, 2014

40. Can you help me prepare for a speech?

    By Dave Baker, July 2, 2014
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 10, 2014

41. Broker statements - calc gain/loss

    By Chippy, July 1, 2014
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • July 2, 2014

42. Top-Heavy, Loan form unrelated rollover source

    By R. Butler, June 30, 2014
    • 1 reply
    • 755 views
    • 
    • Lou S.
    • June 30, 2014

43. Election to Cease Participation

    By BTG, June 27, 2014
    • 6 replies
    • 2.2k views
    • 
    • BTG
    • July 1, 2014

44. schedule k-1 assets

    By Draper55, June 26, 2014   

    • reporting
    • 0 replies
    • 1.1k views
    • 
    • Draper55
    • June 26, 2014

45. Contribution Due Date Fiscal Year vs. Calendar Year

    By erinak03, June 25, 2014
    • 1 reply
    • 2.4k views
    • 
    • shERPA
    • June 25, 2014

46. Applying for EIN

    By luissaha, June 20, 2014
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • June 23, 2014

47. Otherwise excluable employees

    By jpod, June 19, 2014
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • June 23, 2014

48. common law employee

    By Scuba 401, June 19, 2014
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • June 23, 2014

49. Self Employment Income calc

    By buckaroo, June 18, 2014
    • 2 replies
    • 934 views
    • 
    • buckaroo
    • June 19, 2014

50. Partnership calculation - capital percentage or profits percentage

    By Belgarath, June 18, 2014
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • June 18, 2014