Retirement Plans in General

5,753 topics in this forum

1. limits for 2015

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

2. Entry date occurs while employee on medical leave

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

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

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

4. 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

5. 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

6. 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

7. Loans and withdrawals

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

8. 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
   • 946 views
   • 
   • QDROphile
   • June 20, 2014

9. FATCA

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

10. resident alien?

    By AlbanyConsultant, May 20, 2014
    • 15 replies
    • 3.6k views
    • 
    • imchipbrown
    • October 10, 2016

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

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

12. Question: Trustee, naming of

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

13. Opening the Federal Thrift Savings Plan to everyone?

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

14. Prefund Profit Sharing

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

15. Surviving Spouse RMD - HELP

    By Guest jvgatty, May 5, 2014
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • May 6, 2014

16. Qualified Replacement Plan, allocate earnings?

    By BG5150, May 1, 2014
    • 2 replies
    • 1.9k views
    • 
    • BG5150
    • May 2, 2014

17. Successor Trustee

    By Anonymoose, April 28, 2014   

    • Death of Trustee
    • 5 replies
    • 5.6k views
    • 
    • david rigby
    • April 29, 2014

18. Joint Venture Question

    By Guest San Diego Benefits Guy, April 28, 2014
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • May 1, 2014

19. Indexed Limits and latest CPI factor

    By Tom Poje, April 23, 2014
    • 2 replies
    • 809 views
    • 
    • K2retire
    • April 24, 2014

20. Who is Not an Interested Party Not entitled to Notice?

    By Briandfox, April 15, 2014
    • 1 reply
    • 1.2k views
    • 
    • KED
    • April 15, 2014

21. extending tax return after already filing

    By Bri, April 14, 2014
    • 9 replies
    • 2.8k views
    • 
    • Trekker
    • April 22, 2014

22. IRS Issues Guidance on Effect of Windsor Decision and Rev. Rul. 2013-17 on Retirement Plans, Including Required Amendments

    By Dave Baker, April 4, 2014   

    • windsor
    • doma
    • (and 1 more)

      Tagged with:

      • windsor
      • doma
      • defense of marriage act
    • 1 reply
    • 1.3k views
    • 
    • My 2 cents
    • April 4, 2014

23. Contribution in Year when all regular employees left

    By drakecohen, April 4, 2014
    • 7 replies
    • 985 views
    • 
    • drakecohen
    • April 5, 2014

24. Should be an easy eligibility question, but not really

    By Santo Gold, March 28, 2014
    • 7 replies
    • 2k views
    • 
    • jpod
    • April 1, 2014

25. Defined Contribution Pension Plan/Money Purchase Pension Plan

    By Nassau, March 27, 2014
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • March 27, 2014

26. Defined Contribution Pension Plan (Money Purchase Pension Plan)

    By Nassau, March 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • March 27, 2014

27. one participant plans and 404a5 and PPA periodic notice

    By cpc0506, March 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • cpc0506
    • March 27, 2014

28. BRF testing for deposit made early of an integrated PS contribution

    By jkharvey, March 26, 2014
    • 2 replies
    • 923 views
    • 
    • K2retire
    • March 27, 2014

29. Puerto Rico plan - Tax Withholding on ADP Refund

    By buckaroo, March 24, 2014
    • 2 replies
    • 1.2k views
    • 
    • buckaroo
    • March 25, 2014

30. Profit Sharing Contribution 2 years late

    By Craig Schiller, March 24, 2014
    • 5 replies
    • 3.5k views
    • 
    • Craig Schiller
    • March 27, 2014

31. 410(b)-6(C) transition period - does it apply?

    By Belgarath, March 21, 2014
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • March 21, 2014

32. Do I need PTIN to do 5330?

    By BG5150, March 20, 2014
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • November 29, 2017

33. 401(k) for Owner of Union Shop

    By drakecohen, March 19, 2014
    • 4 replies
    • 1.1k views
    • 
    • movedon
    • March 21, 2014

34. Start 401(k) same year as SIMPLE IRA?

    By BG5150, March 19, 2014
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 19, 2014

35. DB participant with union & non-union income

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

36. When a rollover isn't a rollover

    By shERPA, March 17, 2014
    • 3 replies
    • 956 views
    • 
    • K2retire
    • March 18, 2014

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

    By Guest rxvstang, March 16, 2014   

    • minor child
    • 2 replies
    • 919 views
    • 
    • My 2 cents
    • March 17, 2014

38. Timing of Deductible Employer Contribution Deposit

    By Buckoosier, March 11, 2014
    • 2 replies
    • 883 views
    • 
    • Buckoosier
    • March 12, 2014

39. Protection from creditors

    By ombskid, March 6, 2014
    • 4 replies
    • 828 views
    • 
    • Lou S.
    • March 6, 2014

40. Notification of fees from pooled trust account

    By BG5150, March 5, 2014
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • March 7, 2014

41. Contribution exceeds 404 limit

    By Guest malcpa, February 28, 2014
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 3, 2014

42. 410(b) coverage test for DB

    By Cynchbeast, February 28, 2014
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • February 28, 2014

43. Affiliated Service Group? Regularly peforming services or regularly associated?

    By Floridaattorney, February 26, 2014
    • 0 replies
    • 924 views
    • 
    • Floridaattorney
    • February 26, 2014

44. Mandatory Employee Contributions - MPP - opt out?

    By Trekker, February 26, 2014
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • February 26, 2014

45. post-severance comp a few years later

    By AlbanyConsultant, February 25, 2014
    • 0 replies
    • 813 views
    • 
    • AlbanyConsultant
    • February 25, 2014

46. 5500 statute of limitations

    By ESOP Guy, February 25, 2014
    • 2 replies
    • 2.8k views
    • 
    • Flyboyjohn
    • February 25, 2014

47. Forgot User Fee/timely filed

    By SadieJane, February 21, 2014   

    • determination letters; user f
    • 1 reply
    • 833 views
    • 
    • Kevin C
    • February 21, 2014

48. Owner not working but not terminated

    By Cynchbeast, February 10, 2014
    • 6 replies
    • 1k views
    • 
    • Peter Gulia
    • February 11, 2014

49. IRS audit

    By Belgarath, February 7, 2014
    • 5 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 7, 2014

50. Compensation question

    By k man, February 6, 2014
    • 0 replies
    • 933 views
    • 
    • k man
    • February 6, 2014