Retirement Plans in General

5,753 topics in this forum

1. Forfeiture problem

   By Guest LoloV, July 29, 2004
   • 5 replies
   • 1.6k views
   • 
   • WDIK
   • July 30, 2004

2. Termination prior to NRA

   By Guest LoloV, March 6, 2006
   • 1 reply
   • 1.6k views
   • 
   • rcline46
   • March 6, 2006

3. Abandoned Plan Distribution Rules

   By Guest mmacer, January 23, 2002
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • February 7, 2002

4. Single Employer - Controlled Group/Tiered Partnership

   By Guest RS1, November 23, 2009
   • 0 replies
   • 1.6k views
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   • Guest
   • November 23, 2009

5. Can Trustee be named by job title?

   By digger, December 7, 2018
   • 5 replies
   • 1.6k views
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   • RPAS
   • December 11, 2018

6. Treatment of rank and file if plan is disqualifed

   By Guest BobParks, January 24, 2002
   • 5 replies
   • 1.6k views
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   • KJohnson
   • January 24, 2002

7. CPA firms performing both TPA functions and doing the audit.

   By R. Butler, August 6, 2002
   • 2 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • August 6, 2002

8. What happens with the MRD rules where a 5% owner ceases to be a 5% own

   By Guest Rooster, March 2, 2001
   • 0 replies
   • 1.6k views
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   • Guest
   • March 2, 2001

9. Money Purchase Plan Merger

   By Madison71, May 10, 2010
   • 9 replies
   • 1.6k views
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   • Madison71
   • May 12, 2010

10. the compromise pension bill and vesting

    By Tom Poje, September 29, 2005
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • September 29, 2005

11. Controlled Group?

    By richard, March 5, 1999
    • 2 replies
    • 1.6k views
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    • Dave Baker
    • March 6, 1999

12. ERISA Bond

    By Dan, April 5, 1999
    • 2 replies
    • 1.6k views
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    • Kirk Maldonado
    • November 1, 2002

13. Do participants who terminate before a new valuation and paid out base

    By Guest Cliff Langwith, January 16, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 19, 2001

14. German resident living in USA on a work Visa (L1-A)

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.6k views
    • 
    • jaemmons
    • February 13, 2003

15. Terminated PSP, sole trustee passed away years ago

    By thepensionmaven, September 7, 2018
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • September 11, 2018

16. Monthly allocations?

    By jkharvey, January 29, 2001
    • 3 replies
    • 1.6k views
    • 
    • jkharvey
    • January 29, 2001

17. Secure Act 2 amendments: must stay in plan?

    By BG5150, October 7, 2024
    • 5 replies
    • 1.6k views
    • 
    • Gruegen
    • October 8, 2024

18. Translation Services

    By EBECatty, April 20, 2021
    • 12 replies
    • 1.6k views
    • 
    • Ricardo Ochoa
    • April 22, 2021

19. Age 70.5 distributions

    By Guest Bill, December 4, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 4, 1998

20. Want to start a TPA

    By Guest JimJ, September 17, 2001
    • 4 replies
    • 1.6k views
    • 
    • Erik Read
    • September 21, 2001

21. DOL PT safe harbor

    By Guest Pennysaver, March 25, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2009

22. May a foreign entity establish a 401(k) plan for its USC employees emp

    By Guest W J Parks, November 17, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 17, 2000

23. Prototype Documents

    By Archimage, December 16, 2003
    • 10 replies
    • 1.6k views
    • 
    • g8r
    • December 17, 2003

24. ASPPA conference highlights (maybe)

    By Tom Poje, October 26, 2006
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 27, 2006

25. 415(e) Repeal When Plan Frozen Prior to Repeal Effective Date?

    By Christine Roberts, December 21, 2001
    • 4 replies
    • 1.6k views
    • 
    • mwyatt
    • December 23, 2001

26. Constructive Ownership Problem?

    By Guest Michael519, December 19, 2002
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • December 21, 2002

27. Irrevocable Life Insurance Trust

    By QNPG, May 6, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bird
    • May 13, 2011

28. Multiple Limitation Years - Application of 415 limit

    By richard, July 13, 1999
    • 0 replies
    • 1.6k views
    • 
    • richard
    • July 13, 1999

29. Hurricane Irma Tax Relief

    By RatherBeGolfing, September 12, 2017
    • 7 replies
    • 1.6k views
    • 
    • RayJJohnsonJr
    • October 19, 2017

30. Settlement of a Benefit Claim - How to Report

    By TaxLawyer1978, February 9, 2018
    • 8 replies
    • 1.6k views
    • 
    • Larry Starr
    • February 12, 2018

31. CalSavers

    By Cynchbeast, June 29, 2021
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • July 1, 2021

32. New Pension Plan for Mexican Employees

    By Guest HarveyC, May 21, 2002
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • May 23, 2002

33. QSLOB's 50 employee rule.

    By katieinny, June 30, 2005
    • 0 replies
    • 1.6k views
    • 
    • katieinny
    • June 30, 2005

34. After-tax distributions

    By Guest slt, December 14, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 2001

35. Any actual difference between a 411(d)(6) protected benefit that can b

    By John A, November 8, 2000
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • November 8, 2000

36. Special participation date

    By Cynchbeast, April 20, 2016
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • April 20, 2016

37. Controlled Group Question When Husband Owns 100% of Company A and Wife Owns 100% of Professional Dental Corporation That Husband Is Not Involved With

    By Guest San Diego Benefits Guy, February 8, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 9, 2007

38. J&S provisions

    By Guest taj32z, December 4, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 4, 2002

39. Prohibited Transaction?

    By Guest Jim Brennan, November 4, 1998
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • November 6, 1998

40. Employer Stock

    By Guest TCP, May 17, 2006
    • 3 replies
    • 1.6k views
    • 
    • WDIK
    • May 23, 2006

41. Exclusive Benefit Rule

    By Guest JSYATES, November 12, 1998
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • November 13, 1998

42. IRS Plan Audits

    By Christine Roberts, December 14, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 1998

43. Form 5300 for Multiple Employer Plan

    By Guest wendycatherine, August 27, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 26, 2002

44. New Jersey-Supplemental Annuity Collective Trust

    By joel, January 29, 2018
    • 2 replies
    • 1.6k views
    • 
    • joel
    • January 30, 2018

45. Flip Flops after EGTRRA

    By Guest Mark Draa, June 11, 2001
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 11, 2001

46. Who owns it?

    By Guest just asking, June 3, 2003
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 4, 2003

47. Is This Self- Dealing?

    By Guest cs006b, June 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • June 15, 2007

48. In-Law Attribution

    By Guest karlin, May 10, 2004
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 11, 2004

49. Sole Proprietor Compensation

    By PensionPro, April 25, 2008
    • 1 reply
    • 1.6k views
    • 
    • mming
    • April 26, 2008

50. Family attribution father owns 100% of Company and daughters and grand

    By Guest ROB VIDOVICH, February 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 27, 2001