Retirement Plans in General

5,829 topics in this forum

1. Corporate Partner as a plan sponsor

   By B21, April 28, 2015
   • 4 replies
   • 1.3k views
   • 
   • jpod
   • April 28, 2015

2. Future Service Credit

   By Fisher, December 3, 2012
   • 8 replies
   • 3.1k views
   • 
   • John Feldt ERPA CPC QPA
   • April 22, 2015

3. NRA Definition and 100% Vesting

   By cheersmate, April 17, 2015   

   • Vesting
   • NRA defined
   • (and 2 more)

     Tagged with:

     • Vesting
     • NRA defined
     • Corbel Document
     • automatic vesting
   • 4 replies
   • 6.4k views
   • 
   • cheersmate
   • April 17, 2015

4. Accounting for Defaulted Loan

   By Cynchbeast, April 9, 2015
   • 5 replies
   • 3.3k views
   • 
   • Tom Poje
   • April 13, 2015

5. Non-employee spouse wants to roll money into participant spouse account

   By Belgarath, April 3, 2015
   • 10 replies
   • 1.5k views
   • 
   • Belgarath
   • April 7, 2015

6. rollovers/top heavy testing

   By Guest jdw, May 19, 1999
   • 5 replies
   • 5.4k views
   • 
   • 401 Chaos
   • April 6, 2015

7. Divorced Railroad Spouse - former spouse still works for Railroad...

   By Oleorp, March 28, 2015
   • 2 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • March 31, 2015

8. Catch-Up for fiscal plan

   By Cynchbeast, March 30, 2015
   • 2 replies
   • 927 views
   • 
   • Tom Poje
   • March 31, 2015

9. 404(a)5 Fund Chart needed

   By BG5150, March 24, 2015
   • 0 replies
   • 1.3k views
   • 
   • BG5150
   • March 24, 2015

10. Returning Employer Contributoin

    By Chey1999, March 18, 2015
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 19, 2015

11. Top Heavy and Key employees

    By Lori H, March 11, 2015
    • 2 replies
    • 1.3k views
    • 
    • Lori H
    • March 11, 2015

12. 401(h) Feature in Money Purchase Plan

    By VBSalas, March 9, 2015   

    • 401(h)
    • mpp
    • 4 replies
    • 2.5k views
    • 
    • VBSalas
    • March 10, 2015

13. Death of trustee - brokerage house wants to segregate assets

    By ombskid, February 24, 2015
    • 8 replies
    • 1.6k views
    • 
    • ombskid
    • February 25, 2015

14. naming 401k plan vs naming Trust - EIN the same?

    By tertue, February 23, 2015   

    • naming plan and trust
    • 1 reply
    • 1.6k views
    • 
    • My 2 cents
    • February 23, 2015

15. Participant Compensation used in Deduction Limits for Combo Plans

    By jbrindisi77, February 20, 2015   

    • deductions
    • cash balance
    • (and 2 more)

      Tagged with:

      • deductions
      • cash balance
      • profit sharing
      • 401(k)
    • 1 reply
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2015

16. Freezing 0% Money Purchase Plan

    By PensionPro, February 18, 2015
    • 8 replies
    • 2.5k views
    • 
    • PensionPro
    • February 18, 2015

17. DB valuation and mid-year entrants

    By Cynchbeast, February 13, 2015
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • February 13, 2015

18. Opposite-sex domestic partner - health insurance premium taxation

    By Belgarath, February 9, 2015
    • 3 replies
    • 1.6k views
    • 
    • Effen
    • February 11, 2015

19. Non-profit controlled group rules - common control question

    By AndrewZ, February 6, 2015
    • 0 replies
    • 3.5k views
    • 
    • AndrewZ
    • February 6, 2015

20. Taking a poll - assign plan number to SEP or SIMPLE-IRA?

    By Belgarath, February 3, 2015
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • February 3, 2015

21. Pension Investment in Surgery Center, C-Shares

    By JKY, January 30, 2015   

    • investment
    • c-shares
    • (and 1 more)

      Tagged with:

      • investment
      • c-shares
      • prohibited transaction
    • 2 replies
    • 1.7k views
    • 
    • JKY
    • February 2, 2015

22. Common Law Marriage

    By Briandfox, January 14, 2015
    • 24 replies
    • 9.5k views
    • 
    • jpod
    • February 2, 2015

23. Is an ERISA fidelity bond needed?

    By mming, September 23, 2010
    • 3 replies
    • 5.4k views
    • 
    • Bird
    • January 29, 2015

24. Who has final say on plan assets?

    By AlbanyConsultant, January 25, 2015
    • 4 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • January 26, 2015

25. Employee paid per mile

    By Monica Barnard, January 21, 2015
    • 12 replies
    • 2.3k views
    • 
    • Belgarath
    • January 26, 2015

26. Terminating a ROBS

    By AKconsult, June 18, 2013
    • 17 replies
    • 10k views
    • 
    • justanotheradmin
    • January 22, 2015

27. Who can be a Sponsoring Organization?

    By katieinny, January 21, 2015   

    • Are there limitations?
    • 0 replies
    • 881 views
    • 
    • katieinny
    • January 21, 2015

28. the indexed limits

    By Tom Poje, January 16, 2015
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 16, 2015

29. The definition of plan compensation.

    By Lori H, January 15, 2015
    • 3 replies
    • 2.3k views
    • 
    • Bird
    • January 16, 2015

30. Pension Payment of Retiree Medical Premiums

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

31. Definition of "employer" in 4975(e)(2)(C)

    By shERPA, January 6, 2015   

    • Does 414 aggregation apply?
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • January 6, 2015

32. Citation needed

    By thepensionmaven, December 26, 2014
    • 5 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • December 29, 2014

33. "Trader" income considered as income?

    By BG5150, December 12, 2014
    • 4 replies
    • 1.4k views
    • 
    • amcorson
    • December 17, 2014

34. Annual valuation for pooled funds

    By kwalified, December 15, 2014
    • 7 replies
    • 2k views
    • 
    • kwalified
    • December 16, 2014

35. 401(a)26

    By thepensionmaven, December 9, 2014
    • 4 replies
    • 2.5k views
    • 
    • Tom Poje
    • December 10, 2014

36. Director's fees

    By Bird, December 9, 2014
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • December 9, 2014

37. ASG Rules

    By jpod, December 8, 2014
    • 0 replies
    • 1.1k views
    • 
    • jpod
    • December 8, 2014

38. Terminee Distributions from Annual Valuated Plans

    By Gadgetfreak, December 4, 2014
    • 13 replies
    • 1.9k views
    • 
    • ESOP Guy
    • December 5, 2014

39. A good source to learn about New Comparability?

    By Lori H, December 1, 2014
    • 5 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2014

40. Initial eligibility requirements less than 1 YOS

    By erisaman2000, November 14, 2014   

    • eligibility
    • service
    • 5 replies
    • 2.4k views
    • 
    • erisaman2000
    • November 21, 2014

41. Do deceased Non-key participants get a Top Heavy Minimum?

    By Lori H, November 18, 2014
    • 6 replies
    • 1.4k views
    • 
    • Lori H
    • November 21, 2014

42. Plan merger and life insurance

    By R. Butler, November 21, 2014
    • 1 reply
    • 1.2k views
    • 
    • My 2 cents
    • November 21, 2014

43. Termination date

    By Guest JPIngold, November 19, 2014
    • 2 replies
    • 1.3k views
    • 
    • GMK
    • November 19, 2014

44. Business/plan transactions

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

45. Design-based safe harbor allocation formula

    By Belgarath, November 11, 2014
    • 4 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • November 11, 2014

46. 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
    • 2.1k views
    • 
    • GBurns
    • November 8, 2014

47. Normal Retirement Age vs Early Retirement Age

    By imchipbrown, November 6, 2014   

    • Normal Retirement Age Early
    • 4 replies
    • 3.7k views
    • 
    • imchipbrown
    • November 7, 2014

48. IRS Approval of Trust Agreement Amendment

    By luissaha, November 3, 2014
    • 6 replies
    • 1.3k views
    • 
    • luissaha
    • November 4, 2014

49. After Tax Contributions

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

50. 2015 COLAs [Edited: COLAs Released Oct. 23]

    By Carol V. Calhoun, October 22, 2014
    • 9 replies
    • 2.4k views
    • 
    • Bird
    • October 27, 2014