Retirement Plans in General

5,811 topics in this forum

1. Successor Trustee

   By Anonymoose, April 28, 2014   

   • Death of Trustee
   • 5 replies
   • 5.9k views
   • 
   • david rigby
   • April 29, 2014

2. Indexed Limits and latest CPI factor

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

3. extending tax return after already filing

   By Bri, April 14, 2014
   • 9 replies
   • 3k views
   • 
   • Trekker
   • April 22, 2014

4. forfeiture reallocation

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

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

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

6. Contribution in Year when all regular employees left

   By drakecohen, April 4, 2014
   • 7 replies
   • 1.1k views
   • 
   • drakecohen
   • April 5, 2014

7. 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
   • 1.4k views
   • 
   • My 2 cents
   • April 4, 2014

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

   By Santo Gold, March 28, 2014
   • 7 replies
   • 2.1k views
   • 
   • jpod
   • April 1, 2014

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

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

10. Defined Contribution Pension Plan/Money Purchase Pension Plan

    By Nassau, March 27, 2014
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • March 27, 2014

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

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

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

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

13. Profit Sharing Contribution 2 years late

    By Craig Schiller, March 24, 2014
    • 5 replies
    • 3.6k views
    • 
    • Craig Schiller
    • March 27, 2014

14. Puerto Rico plan - Tax Withholding on ADP Refund

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

15. 410(b)-6(C) transition period - does it apply?

    By Belgarath, March 21, 2014
    • 1 reply
    • 2.4k views
    • 
    • PensionPro
    • March 21, 2014

16. 401(k) for Owner of Union Shop

    By drakecohen, March 19, 2014
    • 4 replies
    • 1.2k views
    • 
    • movedon
    • March 21, 2014

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

    By BG5150, March 19, 2014
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • March 19, 2014

18. When a rollover isn't a rollover

    By shERPA, March 17, 2014
    • 3 replies
    • 1k views
    • 
    • K2retire
    • March 18, 2014

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

    By Guest rxvstang, March 16, 2014   

    • minor child
    • 2 replies
    • 1k views
    • 
    • My 2 cents
    • March 17, 2014

20. Timing of Deductible Employer Contribution Deposit

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

21. Notification of fees from pooled trust account

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

22. Protection from creditors

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

23. Contribution exceeds 404 limit

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

24. 410(b) coverage test for DB

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

25. Family Attribution - Terminated Key

    By jmartin, December 19, 2011
    • 5 replies
    • 2.1k views
    • 
    • jmartin
    • February 26, 2014

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

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

27. Mandatory Employee Contributions - MPP - opt out?

    By Trekker, February 26, 2014
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • February 26, 2014

28. 5500 statute of limitations

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

29. post-severance comp a few years later

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

30. Medicare tax for high earners

    By K2retire, April 16, 2013
    • 7 replies
    • 1.4k views
    • 
    • My 2 cents
    • February 24, 2014

31. Forgot User Fee/timely filed

    By SadieJane, February 21, 2014   

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

32. Owner not working but not terminated

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

33. IRS audit

    By Belgarath, February 7, 2014
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 7, 2014

34. Compensation question

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

35. 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

36. 414(s) Compensation Test

    By Guest Transeth, January 21, 2014
    • 6 replies
    • 4.3k views
    • 
    • My 2 cents
    • February 3, 2014

37. Gateway minimum for terminated participants

    By Cynchbeast, January 31, 2014   

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

38. Questionable Date of Employment

    By Susan S., January 29, 2014
    • 11 replies
    • 1.6k views
    • 
    • K2retire
    • January 31, 2014

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

    By Belgarath, January 27, 2014
    • 5 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 30, 2014

40. Owner of S-corp

    By Cynchbeast, January 29, 2014
    • 4 replies
    • 1.2k views
    • 
    • Cynchbeast
    • January 30, 2014

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

    By mal, January 25, 2014   

    • Need Arguments to Persuade
    • 5 replies
    • 1.2k views
    • 
    • Peter Gulia
    • January 27, 2014

42. fiduciary education

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

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

    By katieinny, January 21, 2014   

    • Doesnt seem right.
    • 5 replies
    • 1k views
    • 
    • katieinny
    • January 22, 2014

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

    By katieinny, January 20, 2014   

    • Has it been enforced?
    • 4 replies
    • 1.9k views
    • 
    • 12AX7
    • January 21, 2014

45. 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
    • 1.3k views
    • 
    • Jim Chad
    • January 17, 2014

46. Windsor Decision & Rev. Ruling 2013-17

    By Belgarath, January 16, 2014   

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

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

    By Belgarath, January 13, 2014
    • 5 replies
    • 1.6k views
    • 
    • Kevin C
    • January 17, 2014

48. Controlled Group/Employee Status

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

49. 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
    • 1.7k views
    • 
    • SheilaD
    • January 13, 2014

50. Restate trust agreement when submitting determination letter?

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