Retirement Plans in General

5,791 topics in this forum

1. Initial eligibility requirements less than 1 YOS

   By erisaman2000, November 14, 2014   

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

2. 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

3. Plan merger and life insurance

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

4. Termination date

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

5. Business/plan transactions

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

6. Design-based safe harbor allocation formula

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

7. 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

8. Normal Retirement Age vs Early Retirement Age

   By imchipbrown, November 6, 2014   

   • Normal Retirement Age Early
   • 4 replies
   • 3.2k views
   • 
   • imchipbrown
   • November 7, 2014

9. IRS Approval of Trust Agreement Amendment

   By luissaha, November 3, 2014
   • 6 replies
   • 1.1k views
   • 
   • luissaha
   • November 4, 2014

10. After Tax Contributions

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

11. 2015 COLAs [Edited: COLAs Released Oct. 23]

    By Carol V. Calhoun, October 22, 2014
    • 9 replies
    • 2.2k views
    • 
    • Bird
    • October 27, 2014

12. DB participant with union & non-union income

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

13. expected plan limts for next year

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

14. Forfeiture Reallocation

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

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

    By Guest Dash02, October 17, 2014
    • 3 replies
    • 2.7k views
    • 
    • david rigby
    • October 18, 2014

16. Foreign Company Wants to Establish QRP

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

17. Exclude HCE by name even though non-key

    By Trekker, October 13, 2014
    • 15 replies
    • 2.2k views
    • 
    • Trekker
    • October 15, 2014

18. Vesting Schedule Amendment

    By msmith, October 10, 2014
    • 14 replies
    • 6k views
    • 
    • Tom Poje
    • October 14, 2014

19. TPA revenue sharing

    By Santo Gold, October 8, 2014
    • 9 replies
    • 2.1k views
    • 
    • Kevin C
    • October 9, 2014

20. Two-Tiered Profit Sharing

    By jpod, October 3, 2014
    • 6 replies
    • 2.7k views
    • 
    • Bird
    • October 6, 2014

21. Defined Benefit contributions for Sole Prop

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

22. Participating Employer Setting up Own Plan

    By chris, September 26, 2014
    • 10 replies
    • 3.7k views
    • 
    • QDROphile
    • September 30, 2014

23. 'Old' Proposed Management Organization ASG Regs

    By Guest gmag00, June 14, 2006
    • 9 replies
    • 5.4k views
    • 
    • Guest
    • September 30, 2014

24. Severance comp vs post-severance comp

    By Gilmore, September 23, 2014
    • 14 replies
    • 6.5k views
    • 
    • QDROphile
    • September 27, 2014

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

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

26. 204(h) Notice

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

27. plan limits

    By Tom Poje, September 18, 2014
    • 8 replies
    • 1.3k views
    • 
    • Tom Poje
    • September 19, 2014

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

    By Peter Gulia, September 13, 2014   

    • ERISA 404(a)(1)(D)
    • 0 replies
    • 1.2k views
    • 
    • Peter Gulia
    • September 13, 2014

29. Please Recommend your Job Search Method or Headhunter

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

30. Determination Letter - Urgent Business Need

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

31. Fiduciary Indemnification Agreement

    By katieinny, September 10, 2014   

    • Yes or no?
    • 6 replies
    • 5.9k views
    • 
    • katieinny
    • September 12, 2014

32. Can you help me prepare for a speech?

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

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

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

34. Shared Employees

    By thepensionmaven, August 24, 2014
    • 5 replies
    • 1.5k views
    • 
    • K2retire
    • August 26, 2014

35. Controlled Group - Trust

    By 52626, August 25, 2014
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • August 26, 2014

36. Trustee - Not a US Citizen

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

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

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

38. Missing Participants

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

39. Controlled group - "spousal noninvolvement"

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

40. DOL Notice of Rejection of the Form 5500

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

41. US citizen, foreign company

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

42. PPA effective date

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

43. Fiduciary vs Named Fiduciary

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

44. Loans for sole proprietorship

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

45. QJSA Explanation to Participants

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

46. New Form 5307 (June 2014) - confusing

    By Trekker, July 16, 2014
    • 8 replies
    • 2k views
    • 
    • Trekker
    • July 28, 2014

47. Someone looking for an actuary

    By Craig Schiller, July 25, 2014   

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

48. DB valuations as of first day of plan year

    By Cynchbeast, July 23, 2014
    • 9 replies
    • 4.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

49. 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

50. Late deposits on Form 5330

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