Retirement Plans in General

5,796 topics in this forum

1. New Form 5307 (June 2014) - confusing

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

2. Someone looking for an actuary

   By Craig Schiller, July 25, 2014   

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

3. DB valuations as of first day of plan year

   By Cynchbeast, July 23, 2014
   • 9 replies
   • 4.4k views
   • 
   • John Feldt ERPA CPC QPA
   • July 25, 2014

4. 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

5. Late deposits on Form 5330

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

6. Leased Employees

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

7. Distributions Based on Interim Valuation

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

8. Broker statements - calc gain/loss

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

9. Election to Cease Participation

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

10. Top-Heavy, Loan form unrelated rollover source

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

11. schedule k-1 assets

    By Draper55, June 26, 2014   

    • reporting
    • 0 replies
    • 1.5k views
    • 
    • Draper55
    • June 26, 2014

12. Contribution Due Date Fiscal Year vs. Calendar Year

    By erinak03, June 25, 2014
    • 1 reply
    • 2.5k views
    • 
    • shERPA
    • June 25, 2014

13. common law employee

    By Scuba 401, June 19, 2014
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • June 23, 2014

14. Applying for EIN

    By luissaha, June 20, 2014
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • June 23, 2014

15. Otherwise excluable employees

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

16. 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
    • 987 views
    • 
    • QDROphile
    • June 20, 2014

17. Entry date occurs while employee on medical leave

    By Belgarath, June 17, 2014
    • 12 replies
    • 1.7k views
    • 
    • QDROphile
    • June 20, 2014

18. limits for 2015

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

19. Self Employment Income calc

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

20. Partnership calculation - capital percentage or profits percentage

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

21. 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

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

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

23. 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

24. 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

25. Loans and withdrawals

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

26. Terminated Clients and Records

    By Susan S., April 24, 2013
    • 4 replies
    • 2.2k views
    • 
    • chuTzPA
    • May 30, 2014

27. FATCA

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

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

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

29. Tying bank services to receipt of qualified plan

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

30. Opening the Federal Thrift Savings Plan to everyone?

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

31. Question: Trustee, naming of

    By BG5150, May 15, 2014
    • 6 replies
    • 1.6k views
    • 
    • MoJo
    • May 19, 2014

32. Prefund Profit Sharing

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

33. Surviving Spouse RMD - HELP

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

34. Qualified Replacement Plan, allocate earnings?

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

35. Joint Venture Question

    By Guest San Diego Benefits Guy, April 28, 2014
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 1, 2014

36. Successor Trustee

    By Anonymoose, April 28, 2014   

    • Death of Trustee
    • 5 replies
    • 5.8k views
    • 
    • david rigby
    • April 29, 2014

37. Indexed Limits and latest CPI factor

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

38. extending tax return after already filing

    By Bri, April 14, 2014
    • 9 replies
    • 2.9k views
    • 
    • Trekker
    • April 22, 2014

39. forfeiture reallocation

    By Lori H, November 4, 2013
    • 10 replies
    • 2.6k views
    • 
    • Guest
    • April 21, 2014

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

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

41. Contribution in Year when all regular employees left

    By drakecohen, April 4, 2014
    • 7 replies
    • 1k views
    • 
    • drakecohen
    • April 5, 2014

42. 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

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

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

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

    By Nassau, March 27, 2014
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • March 27, 2014

45. Defined Contribution Pension Plan/Money Purchase Pension Plan

    By Nassau, March 27, 2014
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • March 27, 2014

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

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

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

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

48. Profit Sharing Contribution 2 years late

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

49. Puerto Rico plan - Tax Withholding on ADP Refund

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

50. 410(b)-6(C) transition period - does it apply?

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