Retirement Plans in General

5,753 topics in this forum

1. Need Input on Plan Design

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

2. Plan amendment - nondiscrimination issue?

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

3. Controlled Group Status Changes

   By Below Ground, September 10, 2013   

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

4. Predecessor plan

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

5. Partnership deposit deadline

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

6. Definition of Non-Deductible contribution

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

7. New plan vs keeping old plan

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

8. Plan continuation when corp or partnership dissolves/splits

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

9. Owner withdrew too much

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

10. 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

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

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

12. 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

13. 8955-SSAs for defaulted loans

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

14. VCP submission for defaulted loan

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

15. ERISA Penalty under 511- who gets paid

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

16. sub s as comp

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

17. Allocation methods

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

18. Controlled and Affiliated entity

    By SheilaD, July 26, 2013   

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

19. Irrevocable Life Insurance Trust

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

20. Successor employer adopts plan

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

21. 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

22. DOMA Change and effect on retirement plans

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

23. 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

24. Management Functions Definition

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

25. Must a fiduciary do something about a plan that in form is tax-disqualified?

    By Peter Gulia, June 21, 2013   

    • ERISA
    • fiduciary
    • 11 replies
    • 3.9k views
    • 
    • Peter Gulia
    • June 21, 2013

26. Terminating a ROBS

    By AKconsult, June 18, 2013
    • 17 replies
    • 8.5k views
    • 
    • justanotheradmin
    • January 22, 2015

27. Participant died & has living trust

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

28. plan correction and 5500 - HELP!

    By Chippy, June 13, 2013
    • 3 replies
    • 849 views
    • 
    • Chippy
    • June 13, 2013

29. Compensation paid to Foreign Employee

    By msmith, June 12, 2013
    • 0 replies
    • 804 views
    • 
    • msmith
    • June 12, 2013

30. EFAST Signing alternative

    By Cynchbeast, June 10, 2013
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • June 11, 2013

31. Reintroduced pension simplification act

    By Belgarath, June 5, 2013
    • 4 replies
    • 3.2k views
    • 
    • masteff
    • June 6, 2013

32. HCE's want to opt out of forfeiture reallocation

    By R. Butler, June 5, 2013
    • 5 replies
    • 1.7k views
    • 
    • BG5150
    • June 5, 2013

33. Balance Forward PS Plan and Interim Valuation

    By Susan S., May 31, 2013
    • 2 replies
    • 2k views
    • 
    • Bird
    • June 3, 2013

34. Plan Term - New plan - successor issue?

    By jmartin, May 30, 2013
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 30, 2013

35. Eligibility service less than statutory minimum

    By Guest Dave Peckham, May 29, 2013
    • 9 replies
    • 3.7k views
    • 
    • Guest
    • June 4, 2013

36. Mis-reporting deductions on tax return

    By Cynchbeast, May 28, 2013
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • May 28, 2013

37. Excluding by income

    By Cynchbeast, May 21, 2013
    • 2 replies
    • 831 views
    • 
    • Jim Chad
    • May 22, 2013

38. Is this a controlled group?

    By Santo Gold, May 14, 2013
    • 1 reply
    • 807 views
    • 
    • ETA Consulting LLC
    • May 14, 2013

39. 5500-EZ not filed

    By Cynchbeast, May 14, 2013
    • 5 replies
    • 2.1k views
    • 
    • Effen
    • June 17, 2013

40. Unreported rollover

    By Cynchbeast, May 10, 2013
    • 16 replies
    • 2.3k views
    • 
    • Bill Presson
    • May 15, 2013

41. Timing for Irs Audits of 401k Plans-your experience

    By Floridaattorney, May 8, 2013
    • 2 replies
    • 1k views
    • 
    • Peter Gulia
    • May 9, 2013

42. 5% owners

    By Guest Srobertson2, May 8, 2013
    • 3 replies
    • 3.3k views
    • 
    • Belgarath
    • May 13, 2013

43. Loan default and deemed distribution

    By Cynchbeast, May 2, 2013
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • May 3, 2013

44. Credit for prior service within controlled group

    By Cynchbeast, May 1, 2013
    • 9 replies
    • 7.6k views
    • 
    • austin3515
    • December 2, 2019

45. Social Security Covered Compensation Table

    By Guest Teddie, May 1, 2013
    • 3 replies
    • 5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 2, 2013

46. top heavy minimum

    By Chippy, April 26, 2013
    • 8 replies
    • 2.3k views
    • 
    • Belgarath
    • April 30, 2013

47. Leased Employees and Small or Large Plan

    By KateSmithPA, April 25, 2013
    • 1 reply
    • 831 views
    • 
    • ETA Consulting LLC
    • April 25, 2013

48. Terminated Clients and Records

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

49. What gets an employer (or plan trustee) sued?

    By Peter Gulia, April 23, 2013
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 9, 2013

50. controlled group - parent/subsidiary

    By k man, April 22, 2013
    • 3 replies
    • 1.2k views
    • 
    • MoShawn
    • April 23, 2013