Retirement Plans in General

5,796 topics in this forum

1. 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

2. Plan Trustee deceased

   By Cynchbeast, October 30, 2013
   • 16 replies
   • 4.9k views
   • 
   • david rigby
   • November 6, 2013

3. 401k provider's loan fee deducted from loan check

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

4. Tiered Profit sharing contribution

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

5. 2014 Taxable wage base and other limits

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

6. 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

7. Loans and IRS audit

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

8. new plan limits

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

9. Large plan, no auditor's opinion

   By Cynchbeast, October 10, 2013
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • October 10, 2013

10. DOMA

    By Cynchbeast, September 25, 2013
    • 5 replies
    • 1.7k views
    • 
    • My 2 cents
    • October 2, 2013

11. Trust Accounting For Life Insurance Policy

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

12. Employer Entity Type APDLLC?

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

13. 2011 Required Amendment

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

14. Unrelated Business Income Tax

    By bdeancpa, September 16, 2013   

    • UBTI
    • 4 replies
    • 1.6k views
    • 
    • jpod
    • September 18, 2013

15. Foreign Entity wanting a US plan

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

16. indexed limits (projection)

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

17. Naughty owner

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

18. Plan amendment - nondiscrimination issue?

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

19. Need Input on Plan Design

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

20. Multiple employers, multiple matches

    By scarabrad, September 12, 2013
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • September 13, 2013

21. Controlled Group Status Changes

    By Below Ground, September 10, 2013   

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

22. Predecessor plan

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

23. Partnership deposit deadline

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

24. Definition of Non-Deductible contribution

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

25. New plan vs keeping old plan

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

26. Plan continuation when corp or partnership dissolves/splits

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

27. Owner withdrew too much

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

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

    By Brenda Wren, August 13, 2013
    • 10 replies
    • 3.1k views
    • 
    • Brenda Wren
    • August 26, 2013

29. 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
    • 1.2k views
    • 
    • masteff
    • August 20, 2013

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

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

31. Participant died & has living trust

    By Cynchbeast, June 18, 2013
    • 12 replies
    • 1.9k views
    • 
    • david rigby
    • August 15, 2013

32. 8955-SSAs for defaulted loans

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

33. VCP submission for defaulted loan

    By Cynchbeast, August 4, 2013
    • 0 replies
    • 1.2k views
    • 
    • Cynchbeast
    • August 4, 2013

34. ERISA Penalty under 511- who gets paid

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

35. sub s as comp

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

36. Allocation methods

    By Guest Tesla, July 30, 2013
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • July 30, 2013

37. Controlled and Affiliated entity

    By SheilaD, July 26, 2013   

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

38. Successor employer adopts plan

    By Flyboyjohn, July 23, 2013
    • 10 replies
    • 2.1k views
    • 
    • masteff
    • July 26, 2013

39. Irrevocable Life Insurance Trust

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

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

    By Belgarath, July 23, 2013   

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

41. DOMA Change and effect on retirement plans

    By Appleby, June 27, 2013
    • 16 replies
    • 2.7k views
    • 
    • masteff
    • July 2, 2013

42. Management Functions Definition

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

43. 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

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

    By Peter Gulia, June 21, 2013   

    • ERISA
    • fiduciary
    • 11 replies
    • 4.1k views
    • 
    • Peter Gulia
    • June 21, 2013

45. 5500-EZ not filed

    By Cynchbeast, May 14, 2013
    • 5 replies
    • 2.2k views
    • 
    • Effen
    • June 17, 2013

46. plan correction and 5500 - HELP!

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

47. Compensation paid to Foreign Employee

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

48. EFAST Signing alternative

    By Cynchbeast, June 10, 2013
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • June 11, 2013

49. Has any employer made a claim on a Fiduciary Warranty?

    By Peter Gulia, December 29, 2010
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • June 10, 2013

50. Reintroduced pension simplification act

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