Retirement Plans in General

5,772 topics in this forum

1. Loans and withdrawals

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

2. Terminated Clients and Records

   By Susan S., April 24, 2013
   • 4 replies
   • 2.1k views
   • 
   • chuTzPA
   • May 30, 2014

3. FATCA

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

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

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

5. Tying bank services to receipt of qualified plan

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

6. Opening the Federal Thrift Savings Plan to everyone?

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

7. Question: Trustee, naming of

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

8. Prefund Profit Sharing

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

9. Surviving Spouse RMD - HELP

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

10. Qualified Replacement Plan, allocate earnings?

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

11. Joint Venture Question

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

12. Successor Trustee

    By Anonymoose, April 28, 2014   

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

13. Indexed Limits and latest CPI factor

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

14. extending tax return after already filing

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

15. forfeiture reallocation

    By Lori H, November 4, 2013
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • April 21, 2014

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

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

17. Contribution in Year when all regular employees left

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

18. 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

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

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

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

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

21. Defined Contribution Pension Plan/Money Purchase Pension Plan

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

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

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

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

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

24. Profit Sharing Contribution 2 years late

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

25. Puerto Rico plan - Tax Withholding on ADP Refund

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

26. 410(b)-6(C) transition period - does it apply?

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

27. 401(k) for Owner of Union Shop

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

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

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

29. When a rollover isn't a rollover

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

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

    By Guest rxvstang, March 16, 2014   

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

31. Timing of Deductible Employer Contribution Deposit

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

32. Notification of fees from pooled trust account

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

33. Protection from creditors

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

34. Contribution exceeds 404 limit

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

35. 410(b) coverage test for DB

    By Cynchbeast, February 28, 2014
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • February 28, 2014

36. Family Attribution - Terminated Key

    By jmartin, December 19, 2011
    • 5 replies
    • 2k views
    • 
    • jmartin
    • February 26, 2014

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

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

38. Mandatory Employee Contributions - MPP - opt out?

    By Trekker, February 26, 2014
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • February 26, 2014

39. 5500 statute of limitations

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

40. post-severance comp a few years later

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

41. Medicare tax for high earners

    By K2retire, April 16, 2013
    • 7 replies
    • 1.3k views
    • 
    • My 2 cents
    • February 24, 2014

42. Forgot User Fee/timely filed

    By SadieJane, February 21, 2014   

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

43. Owner not working but not terminated

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

44. IRS audit

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

45. Compensation question

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

46. HCE - attribution

    By John Feldt ERPA CPC QPA, February 5, 2014   

    • step children
    • attribution
    • (and 1 more)

      Tagged with:

      • step children
      • attribution
      • community property
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • February 5, 2014

47. 414(s) Compensation Test

    By Guest Transeth, January 21, 2014
    • 6 replies
    • 4.2k views
    • 
    • My 2 cents
    • February 3, 2014

48. Gateway minimum for terminated participants

    By Cynchbeast, January 31, 2014   

    • gateway
    • 401(k)
    • 1 reply
    • 2.8k views
    • 
    • Lou S.
    • January 31, 2014

49. Questionable Date of Employment

    By Susan S., January 29, 2014
    • 11 replies
    • 1.5k views
    • 
    • K2retire
    • January 31, 2014

50. Coverage, ADP testing, etc., when zero compensation

    By Belgarath, January 27, 2014
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 30, 2014