Retirement Plans in General

5,840 topics in this forum

1. Controlled group plan splitting to avoid audit

   By Belgarath, June 2, 2015
   • 11 replies
   • 3.9k views
   • 
   • Gadgetfreak
   • June 3, 2015

2. Partnership/ calculating earned Income

   By Chippy, May 27, 2015
   • 4 replies
   • 1.9k views
   • 
   • Mike Preston
   • June 1, 2015

3. determining partnership contributions when ownership changes

   By Santo Gold, May 29, 2015
   • 4 replies
   • 2.5k views
   • 
   • Kevin C
   • May 29, 2015

4. Doc real estate investment/appraisal 5500 question

   By jmartin, May 28, 2015
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • May 28, 2015

5. CA tax on gains

   By ombskid, May 6, 2015
   • 7 replies
   • 1.6k views
   • 
   • mbozek
   • May 27, 2015

6. NHCE moving to excluded class

   By Cynchbeast, May 22, 2015
   • 5 replies
   • 1.7k views
   • 
   • Cynchbeast
   • May 26, 2015

7. davis bacon plan but without the davis bacon wages

   By Santo Gold, May 20, 2015
   • 1 reply
   • 957 views
   • 
   • shERPA
   • May 20, 2015

8. 5500-EZ filed for under $250k

   By Cynchbeast, May 19, 2015
   • 0 replies
   • 1.2k views
   • 
   • Cynchbeast
   • May 19, 2015

9. Worker cooperatives

   By Belgarath, May 18, 2015
   • 0 replies
   • 1k views
   • 
   • Belgarath
   • May 18, 2015

10. Davis Bacon

    By Belgarath, May 7, 2015
    • 2 replies
    • 2.4k views
    • 
    • Belgarath
    • May 7, 2015

11. Exclusion of Interns

    By rocknrolls2, May 4, 2015
    • 9 replies
    • 5.9k views
    • 
    • Peter Gulia
    • May 7, 2015

12. Corporate Partner as a plan sponsor

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

13. Future Service Credit

    By Fisher, December 3, 2012
    • 8 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 22, 2015

14. 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

15. Accounting for Defaulted Loan

    By Cynchbeast, April 9, 2015
    • 5 replies
    • 3.4k views
    • 
    • Tom Poje
    • April 13, 2015

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

    By Belgarath, April 3, 2015
    • 10 replies
    • 1.6k views
    • 
    • Belgarath
    • April 7, 2015

17. rollovers/top heavy testing

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

18. 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

19. Catch-Up for fiscal plan

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

20. 404(a)5 Fund Chart needed

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

21. Returning Employer Contributoin

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

22. Top Heavy and Key employees

    By Lori H, March 11, 2015
    • 2 replies
    • 1.4k views
    • 
    • Lori H
    • March 11, 2015

23. 401(h) Feature in Money Purchase Plan

    By VBSalas, March 9, 2015   

    • 401(h)
    • mpp
    • 4 replies
    • 2.6k views
    • 
    • VBSalas
    • March 10, 2015

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

    By ombskid, February 24, 2015
    • 8 replies
    • 1.7k views
    • 
    • ombskid
    • February 25, 2015

25. 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

26. 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

27. Freezing 0% Money Purchase Plan

    By PensionPro, February 18, 2015
    • 8 replies
    • 2.6k views
    • 
    • PensionPro
    • February 18, 2015

28. DB valuation and mid-year entrants

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

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

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

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

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

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

    By Belgarath, February 3, 2015
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • February 3, 2015

32. 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

33. Common Law Marriage

    By Briandfox, January 14, 2015
    • 24 replies
    • 9.7k views
    • 
    • jpod
    • February 2, 2015

34. Is an ERISA fidelity bond needed?

    By mming, September 23, 2010
    • 3 replies
    • 5.5k views
    • 
    • Bird
    • January 29, 2015

35. Who has final say on plan assets?

    By AlbanyConsultant, January 25, 2015
    • 4 replies
    • 1.4k views
    • 
    • AlbanyConsultant
    • January 26, 2015

36. Employee paid per mile

    By Monica Barnard, January 21, 2015
    • 12 replies
    • 2.4k views
    • 
    • Belgarath
    • January 26, 2015

37. Terminating a ROBS

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

38. Who can be a Sponsoring Organization?

    By katieinny, January 21, 2015   

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

39. the indexed limits

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

40. The definition of plan compensation.

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

41. Pension Payment of Retiree Medical Premiums

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

42. 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

43. Citation needed

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

44. "Trader" income considered as income?

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

45. Annual valuation for pooled funds

    By kwalified, December 15, 2014
    • 7 replies
    • 2.1k views
    • 
    • kwalified
    • December 16, 2014

46. 401(a)26

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

47. Director's fees

    By Bird, December 9, 2014
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 9, 2014

48. ASG Rules

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

49. Terminee Distributions from Annual Valuated Plans

    By Gadgetfreak, December 4, 2014
    • 13 replies
    • 2k views
    • 
    • ESOP Guy
    • December 5, 2014

50. A good source to learn about New Comparability?

    By Lori H, December 1, 2014
    • 5 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2014