Retirement Plans in General

5,781 topics in this forum

1. Trustee - Not a US Citizen

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

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

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

3. Missing Participants

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

4. Controlled group - "spousal noninvolvement"

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

5. DOL Notice of Rejection of the Form 5500

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

6. US citizen, foreign company

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

7. PPA effective date

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

8. Fiduciary vs Named Fiduciary

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

9. QJSA Explanation to Participants

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

10. Loans for sole proprietorship

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

11. Someone looking for an actuary

    By Craig Schiller, July 25, 2014   

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

12. DB valuations as of first day of plan year

    By Cynchbeast, July 23, 2014
    • 9 replies
    • 4.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 25, 2014

13. New Form 5307 (June 2014) - confusing

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

14. 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

15. Late deposits on Form 5330

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

16. Leased Employees

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

17. Distributions Based on Interim Valuation

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

18. Can you help me prepare for a speech?

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

19. Broker statements - calc gain/loss

    By Chippy, July 1, 2014
    • 6 replies
    • 1.2k views
    • 
    • Bird
    • July 2, 2014

20. Top-Heavy, Loan form unrelated rollover source

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

21. Election to Cease Participation

    By BTG, June 27, 2014
    • 6 replies
    • 2.3k views
    • 
    • BTG
    • July 1, 2014

22. schedule k-1 assets

    By Draper55, June 26, 2014   

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

23. Contribution Due Date Fiscal Year vs. Calendar Year

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

24. Applying for EIN

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

25. Otherwise excluable employees

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

26. common law employee

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

27. Self Employment Income calc

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

28. Partnership calculation - capital percentage or profits percentage

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

29. limits for 2015

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

30. Entry date occurs while employee on medical leave

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

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

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

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

    By Santo Gold, June 12, 2014
    • 8 replies
    • 2.6k views
    • 
    • My 2 cents
    • June 13, 2014

33. 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

34. 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

35. Loans and withdrawals

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

36. 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
    • 962 views
    • 
    • QDROphile
    • June 20, 2014

37. FATCA

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

38. resident alien?

    By AlbanyConsultant, May 20, 2014
    • 15 replies
    • 3.7k views
    • 
    • imchipbrown
    • October 10, 2016

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

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

40. Question: Trustee, naming of

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

41. Opening the Federal Thrift Savings Plan to everyone?

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

42. Prefund Profit Sharing

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

43. Surviving Spouse RMD - HELP

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

44. Qualified Replacement Plan, allocate earnings?

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

45. Successor Trustee

    By Anonymoose, April 28, 2014   

    • Death of Trustee
    • 5 replies
    • 5.7k views
    • 
    • david rigby
    • April 29, 2014

46. Joint Venture Question

    By Guest San Diego Benefits Guy, April 28, 2014
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • May 1, 2014

47. Indexed Limits and latest CPI factor

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

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

    By Briandfox, April 15, 2014
    • 1 reply
    • 1.3k views
    • 
    • KED
    • April 15, 2014

49. extending tax return after already filing

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

50. 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