Retirement Plans in General

5,753 topics in this forum

1. Prohibited transaction issue with DOL

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

2. Discretionary Profit Sharing Contribution - Resolution

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

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

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

4. Overlappping Related Employer Groups

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

5. Davis Bacon Deduction Issue/Failure

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

6. Which is correct entry date

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

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

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

8. 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

9. Plan Trustee deceased

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

10. 401k provider's loan fee deducted from loan check

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

11. Tiered Profit sharing contribution

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

12. 2014 Taxable wage base and other limits

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

13. 410(b) testing when one employee works for both members of controlled group

    By Floridaattorney, October 25, 2013
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 26, 2013

14. Loans and IRS audit

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

15. new plan limits

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

16. Large plan, no auditor's opinion

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

17. DOMA

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

18. Trust Accounting For Life Insurance Policy

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

19. Employer Entity Type APDLLC?

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

20. 2011 Required Amendment

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

21. Unrelated Business Income Tax

    By bdeancpa, September 16, 2013   

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

22. Foreign Entity wanting a US plan

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

23. indexed limits (projection)

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

24. Naughty owner

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

25. Plan amendment - nondiscrimination issue?

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

26. Need Input on Plan Design

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

27. Multiple employers, multiple matches

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

28. Controlled Group Status Changes

    By Below Ground, September 10, 2013   

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

29. Predecessor plan

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

30. Partnership deposit deadline

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

31. Definition of Non-Deductible contribution

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

32. New plan vs keeping old plan

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

33. Plan continuation when corp or partnership dissolves/splits

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

34. Owner withdrew too much

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

35. 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

36. 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

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

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

38. Participant died & has living trust

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

39. 8955-SSAs for defaulted loans

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

40. VCP submission for defaulted loan

    By Cynchbeast, August 4, 2013
    • 0 replies
    • 1.1k views
    • 
    • Cynchbeast
    • August 4, 2013

41. ERISA Penalty under 511- who gets paid

    By CassandraS, August 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • CassandraS
    • August 2, 2013

42. sub s as comp

    By ombskid, August 2, 2013
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • August 2, 2013

43. Allocation methods

    By Guest Tesla, July 30, 2013
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • July 30, 2013

44. Controlled and Affiliated entity

    By SheilaD, July 26, 2013   

    • controlled group
    • affiliated service group
    • 3 replies
    • 1.7k views
    • 
    • GMK
    • July 29, 2013

45. Successor employer adopts plan

    By Flyboyjohn, July 23, 2013
    • 10 replies
    • 2k views
    • 
    • masteff
    • July 26, 2013

46. Irrevocable Life Insurance Trust

    By Guest Peacy, July 24, 2013
    • 3 replies
    • 929 views
    • 
    • Belgarath
    • July 24, 2013

47. Multiple Roth rollovers - from other plans TO a new plan

    By Belgarath, July 23, 2013   

    • Separate accounting
    • 1 reply
    • 878 views
    • 
    • masteff
    • July 23, 2013

48. DOMA Change and effect on retirement plans

    By Appleby, June 27, 2013
    • 16 replies
    • 2.6k views
    • 
    • masteff
    • July 2, 2013

49. Management Functions Definition

    By Floridaattorney, June 24, 2013
    • 5 replies
    • 1.4k views
    • 
    • K2retire
    • June 26, 2013

50. 5500EZs not filed and owners now want to rollover to IRA

    By Cynchbeast, June 24, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • June 25, 2013