Retirement Plans in General

5,764 topics in this forum

1. 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

2. Please Recommend your Job Search Method or Headhunter

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

3. Determination Letter - Urgent Business Need

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

4. Fiduciary Indemnification Agreement

   By katieinny, September 10, 2014   

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

5. Can you help me prepare for a speech?

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

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

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

7. Shared Employees

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

8. Controlled Group - Trust

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

9. Trustee - Not a US Citizen

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

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

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

11. Missing Participants

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

12. Controlled group - "spousal noninvolvement"

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

13. DOL Notice of Rejection of the Form 5500

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

14. US citizen, foreign company

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

15. PPA effective date

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

16. Fiduciary vs Named Fiduciary

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

17. Loans for sole proprietorship

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

18. QJSA Explanation to Participants

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

19. New Form 5307 (June 2014) - confusing

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

20. Someone looking for an actuary

    By Craig Schiller, July 25, 2014   

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

21. DB valuations as of first day of plan year

    By Cynchbeast, July 23, 2014
    • 9 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

22. 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

23. Late deposits on Form 5330

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

24. Leased Employees

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

25. Distributions Based on Interim Valuation

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

26. Broker statements - calc gain/loss

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

27. Election to Cease Participation

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

28. Top-Heavy, Loan form unrelated rollover source

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

29. schedule k-1 assets

    By Draper55, June 26, 2014   

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

30. Contribution Due Date Fiscal Year vs. Calendar Year

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

31. common law employee

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

32. Applying for EIN

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

33. Otherwise excluable employees

    By jpod, June 19, 2014
    • 7 replies
    • 1.2k views
    • 
    • MWeddell
    • June 23, 2014

34. Can a "3(16)" service help if a business owner is barred from serving as a fiduciary?

    By Peter Gulia, June 2, 2014
    • 4 replies
    • 950 views
    • 
    • QDROphile
    • June 20, 2014

35. Entry date occurs while employee on medical leave

    By Belgarath, June 17, 2014
    • 12 replies
    • 1.6k views
    • 
    • QDROphile
    • June 20, 2014

36. limits for 2015

    By Tom Poje, June 18, 2014
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • June 19, 2014

37. Self Employment Income calc

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

38. Partnership calculation - capital percentage or profits percentage

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

39. Employee stole from company - Can ER go after her 401k assets?

    By Santo Gold, June 12, 2014
    • 8 replies
    • 2.5k views
    • 
    • My 2 cents
    • June 13, 2014

40. Are Rollover Contributions Eligible for an n-plan Roth Rollover?

    By Briandfox, June 12, 2014
    • 1 reply
    • 748 views
    • 
    • masteff
    • June 13, 2014

41. firing a client for non payment of fees

    By Scuba 401, June 11, 2014
    • 5 replies
    • 1.2k views
    • 
    • My 2 cents
    • June 12, 2014

42. Plan Language Limiting Alternate Payee's Access to Benefits...

    By Fielding Mellish, June 10, 2014   

    • Plan Operation
    • Plan Language
    • (and 1 more)

      Tagged with:

      • Plan Operation
      • Plan Language
      • QDRO
    • 5 replies
    • 1.9k views
    • 
    • Fielding Mellish
    • June 11, 2014

43. Loans and withdrawals

    By Cynchbeast, June 6, 2014
    • 11 replies
    • 1.6k views
    • 
    • ESOP Guy
    • June 10, 2014

44. Terminated Clients and Records

    By Susan S., April 24, 2013
    • 4 replies
    • 2.1k views
    • 
    • chuTzPA
    • May 30, 2014

45. FATCA

    By Belgarath, May 22, 2014
    • 1 reply
    • 1.5k views
    • 
    • Peter Gulia
    • May 22, 2014

46. Boring question on Workmen's Compensation & Employee Status

    By Craig Schiller, May 20, 2014
    • 0 replies
    • 706 views
    • 
    • Craig Schiller
    • May 20, 2014

47. Tying bank services to receipt of qualified plan

    By Guest philc, October 29, 2003
    • 11 replies
    • 3k views
    • 
    • jpod
    • May 19, 2014

48. Opening the Federal Thrift Savings Plan to everyone?

    By Peter Gulia, May 14, 2014
    • 12 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 19, 2014

49. Question: Trustee, naming of

    By BG5150, May 15, 2014
    • 6 replies
    • 1.5k views
    • 
    • MoJo
    • May 19, 2014

50. Prefund Profit Sharing

    By Rai401k, May 7, 2014
    • 3 replies
    • 1.8k views
    • 
    • Rai401k
    • May 8, 2014