Retirement Plans in General

5,791 topics in this forum

1. Notification of fees from pooled trust account

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

2. Protection from creditors

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

3. Contribution exceeds 404 limit

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

4. 410(b) coverage test for DB

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

5. Family Attribution - Terminated Key

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

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

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

7. Mandatory Employee Contributions - MPP - opt out?

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

8. 5500 statute of limitations

   By ESOP Guy, February 25, 2014
   • 2 replies
   • 2.9k views
   • 
   • Flyboyjohn
   • February 25, 2014

9. post-severance comp a few years later

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

10. Medicare tax for high earners

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

11. Forgot User Fee/timely filed

    By SadieJane, February 21, 2014   

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

12. Owner not working but not terminated

    By Cynchbeast, February 10, 2014
    • 6 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 11, 2014

13. IRS audit

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

14. Compensation question

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

15. 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
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 5, 2014

16. 414(s) Compensation Test

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

17. Gateway minimum for terminated participants

    By Cynchbeast, January 31, 2014   

    • gateway
    • 401(k)
    • 1 reply
    • 2.9k views
    • 
    • Lou S.
    • January 31, 2014

18. Questionable Date of Employment

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

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

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

20. Owner of S-corp

    By Cynchbeast, January 29, 2014
    • 4 replies
    • 1.1k views
    • 
    • Cynchbeast
    • January 30, 2014

21. Client Does Not Want to Submit Plan for New Det. Letter

    By mal, January 25, 2014   

    • Need Arguments to Persuade
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 27, 2014

22. fiduciary education

    By K2retire, January 24, 2014
    • 1 reply
    • 742 views
    • 
    • QDROphile
    • January 24, 2014

23. Minor kids result in the 80% test being met, but what about 50% test?

    By katieinny, January 21, 2014   

    • Doesnt seem right.
    • 5 replies
    • 976 views
    • 
    • katieinny
    • January 22, 2014

24. Controlled group -- spousal exception would apply except for minor children

    By katieinny, January 20, 2014   

    • Has it been enforced?
    • 4 replies
    • 1.8k views
    • 
    • 12AX7
    • January 21, 2014

25. Prohibited transaction question

    By CassandraS, January 17, 2014   

    • Prohibited transaction
    • construction
    • (and 2 more)

      Tagged with:

      • Prohibited transaction
      • construction
      • self-directed IRAs
      • Management company
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 17, 2014

26. Windsor Decision & Rev. Ruling 2013-17

    By Belgarath, January 16, 2014   

    • Anything new?
    • 6 replies
    • 1.2k views
    • 
    • My 2 cents
    • January 17, 2014

27. Participant loans from Roth, 401(a)(4) testing, and PT issues

    By Belgarath, January 13, 2014
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • January 17, 2014

28. Controlled Group/Employee Status

    By TPAVP, January 16, 2014
    • 1 reply
    • 832 views
    • 
    • ETA Consulting LLC
    • January 16, 2014

29. Law firm and accounting firm controlled -- cannot have same plan?

    By SheilaD, January 11, 2014   

    • controlled group
    • lawfirm
    • (and 1 more)

      Tagged with:

      • controlled group
      • lawfirm
      • non-law firm
    • 3 replies
    • 1.6k views
    • 
    • SheilaD
    • January 13, 2014

30. Restate trust agreement when submitting determination letter?

    By benefitsguru, January 7, 2014
    • 1 reply
    • 975 views
    • 
    • My 2 cents
    • January 7, 2014

31. DOMA notices

    By Cynchbeast, December 24, 2013
    • 0 replies
    • 1.1k views
    • 
    • Cynchbeast
    • December 24, 2013

32. DOL Audit efforts

    By Hypothetically, December 16, 2013
    • 2 replies
    • 1.1k views
    • 
    • MoJo
    • December 17, 2013

33. Does anyone know a good source for benchmarking retirement plan fees,

    By Guest JEC, November 7, 2000
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 12, 2013

34. 401(a)(9) ownership change after year of 70 1/2

    By JJRetirement, December 12, 2013   

    • 401(a)(9)
    • 5% owner
    • (and 1 more)

      Tagged with:

      • 401(a)(9)
      • 5% owner
      • required minimum distribution
    • 3 replies
    • 1.7k views
    • 
    • JJRetirement
    • December 12, 2013

35. Old plan not amended

    By Cynchbeast, December 11, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • December 11, 2013

36. Which retirement plan for Self-Employed

    By Guest shwe79, December 6, 2013
    • 4 replies
    • 1k views
    • 
    • david rigby
    • December 6, 2013

37. Timing of Excess DB Assets to a DC plan

    By JButtrick, December 4, 2013   

    • termination
    • escrow
    • (and 1 more)

      Tagged with:

      • termination
      • escrow
      • timing
    • 0 replies
    • 1.5k views
    • 
    • JButtrick
    • December 4, 2013

38. Coverage Testing/Top Heavy Testing

    By Guest cherylb01, December 3, 2013
    • 3 replies
    • 1.4k views
    • 
    • BG5150
    • December 3, 2013

39. Prohibited transaction issue with DOL

    By Guest borderline, November 27, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 27, 2013

40. Discretionary Profit Sharing Contribution - Resolution

    By MarZDoates, November 20, 2013
    • 6 replies
    • 3.3k views
    • 
    • BG5150
    • November 21, 2013

41. Have I Missed Second Submission for VS Adopter?????

    By Guest jvgatty, November 20, 2013
    • 1 reply
    • 982 views
    • 
    • Kevin C
    • November 20, 2013

42. Overlappping Related Employer Groups

    By Gilmore, November 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • Gilmore
    • November 15, 2013

43. Davis Bacon Deduction Issue/Failure

    By bevfair, November 15, 2013
    • 0 replies
    • 849 views
    • 
    • bevfair
    • November 15, 2013

44. Which is correct entry date

    By dmb, November 7, 2013
    • 10 replies
    • 5.4k views
    • 
    • Tom Poje
    • November 8, 2013

45. Top heavy determination in a MEP - don't run away!

    By AlbanyConsultant, November 8, 2013
    • 0 replies
    • 1k views
    • 
    • AlbanyConsultant
    • November 8, 2013

46. HCE

    By John Feldt ERPA CPC QPA, November 7, 2013   

    • sale of stock
    • HCE determination
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 7, 2013

47. Plan Trustee deceased

    By Cynchbeast, October 30, 2013
    • 16 replies
    • 4.8k views
    • 
    • david rigby
    • November 6, 2013

48. 401k provider's loan fee deducted from loan check

    By MJ Hartman, November 1, 2013
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • November 4, 2013

49. Tiered Profit sharing contribution

    By perkinsran, October 31, 2013
    • 9 replies
    • 1.4k views
    • 
    • perkinsran
    • November 1, 2013

50. 2014 Taxable wage base and other limits

    By Tom Poje, October 30, 2013
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 31, 2013