Retirement Plans in General

5,764 topics in this forum

1. Controlled Group/Employee Status

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

2. 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

3. Restate trust agreement when submitting determination letter?

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

4. DOMA notices

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

5. DOL Audit efforts

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

6. 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

7. 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

8. Old plan not amended

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

9. Which retirement plan for Self-Employed

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

10. 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

11. Coverage Testing/Top Heavy Testing

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

12. Prohibited transaction issue with DOL

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

13. Discretionary Profit Sharing Contribution - Resolution

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

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

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

15. Overlappping Related Employer Groups

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

16. Davis Bacon Deduction Issue/Failure

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

17. Which is correct entry date

    By dmb, November 7, 2013
    • 10 replies
    • 5.3k views
    • 
    • Tom Poje
    • November 8, 2013

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

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

19. 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

20. Plan Trustee deceased

    By Cynchbeast, October 30, 2013
    • 16 replies
    • 4.6k views
    • 
    • david rigby
    • November 6, 2013

21. 401k provider's loan fee deducted from loan check

    By MJ Hartman, November 1, 2013
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • November 4, 2013

22. Tiered Profit sharing contribution

    By perkinsran, October 31, 2013
    • 9 replies
    • 1.3k views
    • 
    • perkinsran
    • November 1, 2013

23. 2014 Taxable wage base and other limits

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

24. 410(b) testing when one employee works for both members of controlled group

    By Floridaattorney, October 25, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 26, 2013

25. Loans and IRS audit

    By Cynchbeast, October 21, 2013
    • 2 replies
    • 1.1k views
    • 
    • shERPA
    • October 21, 2013

26. new plan limits

    By Tom Poje, October 16, 2013
    • 2 replies
    • 883 views
    • 
    • joel
    • October 16, 2013

27. Large plan, no auditor's opinion

    By Cynchbeast, October 10, 2013
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • October 10, 2013

28. DOMA

    By Cynchbeast, September 25, 2013
    • 5 replies
    • 1.6k views
    • 
    • My 2 cents
    • October 2, 2013

29. Trust Accounting For Life Insurance Policy

    By mming, September 30, 2013
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • September 30, 2013

30. Employer Entity Type APDLLC?

    By Susan S., September 24, 2013
    • 2 replies
    • 4.2k views
    • 
    • Lou S.
    • September 24, 2013

31. 2011 Required Amendment

    By Cynchbeast, September 20, 2013
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • September 21, 2013

32. Unrelated Business Income Tax

    By bdeancpa, September 16, 2013   

    • UBTI
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • September 18, 2013

33. Foreign Entity wanting a US plan

    By Hojo, September 17, 2013
    • 2 replies
    • 894 views
    • 
    • Hojo
    • September 17, 2013

34. indexed limits (projection)

    By Tom Poje, September 17, 2013
    • 0 replies
    • 736 views
    • 
    • Tom Poje
    • September 17, 2013

35. Naughty owner

    By Cynchbeast, September 14, 2013
    • 1 reply
    • 1.1k views
    • 
    • Effen
    • September 17, 2013

36. Plan amendment - nondiscrimination issue?

    By Belgarath, September 12, 2013
    • 10 replies
    • 1.2k views
    • 
    • Calavera
    • September 13, 2013

37. Need Input on Plan Design

    By Susan S., September 12, 2013
    • 3 replies
    • 875 views
    • 
    • Bill Presson
    • September 13, 2013

38. Multiple employers, multiple matches

    By scarabrad, September 12, 2013
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • September 13, 2013

39. Controlled Group Status Changes

    By Below Ground, September 10, 2013   

    • Transition Period?
    • 1 reply
    • 1.2k views
    • 
    • Below Ground
    • September 12, 2013

40. Predecessor plan

    By Cynchbeast, September 8, 2013
    • 2 replies
    • 1.4k views
    • 
    • GMK
    • September 9, 2013

41. Partnership deposit deadline

    By B21, September 6, 2013
    • 2 replies
    • 2.1k views
    • 
    • PensionPro
    • September 6, 2013

42. Definition of Non-Deductible contribution

    By Cynchbeast, September 6, 2013
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 6, 2013

43. New plan vs keeping old plan

    By ombskid, September 5, 2013
    • 3 replies
    • 855 views
    • 
    • MoJo
    • September 5, 2013

44. Plan continuation when corp or partnership dissolves/splits

    By Belgarath, September 4, 2013
    • 4 replies
    • 880 views
    • 
    • Belgarath
    • September 4, 2013

45. Owner withdrew too much

    By Cynchbeast, August 28, 2013
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • August 30, 2013

46. IRS Auditor playing hardball re: non-qualifying assets for EZ filer

    By Brenda Wren, August 13, 2013
    • 10 replies
    • 3k views
    • 
    • Brenda Wren
    • August 26, 2013

47. Company refuses to acknowledge beneficiary form because a confirmation form wasn't filed.

    By katieinny, August 20, 2013   

    • Plan assets go to estate.
    • 4 replies
    • 1.1k views
    • 
    • masteff
    • August 20, 2013

48. Is the DoL ok with self-directed brokerage accounts?

    By BG5150, August 19, 2013
    • 3 replies
    • 1.9k views
    • 
    • MoJo
    • August 20, 2013

49. Participant died & has living trust

    By Cynchbeast, June 18, 2013
    • 12 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2013

50. 8955-SSAs for defaulted loans

    By Cynchbeast, August 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Cynchbeast
    • August 5, 2013