Retirement Plans in General

5,796 topics in this forum

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

   By R. Butler, June 5, 2013
   • 5 replies
   • 1.8k views
   • 
   • BG5150
   • June 5, 2013

2. Eligibility service less than statutory minimum

   By Guest Dave Peckham, May 29, 2013
   • 9 replies
   • 3.8k views
   • 
   • Guest
   • June 4, 2013

3. Balance Forward PS Plan and Interim Valuation

   By Susan S., May 31, 2013
   • 2 replies
   • 2.1k views
   • 
   • Bird
   • June 3, 2013

4. Plan Term - New plan - successor issue?

   By jmartin, May 30, 2013
   • 3 replies
   • 1.3k views
   • 
   • david rigby
   • May 30, 2013

5. Mis-reporting deductions on tax return

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

6. Excluding by income

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

7. Unreported rollover

   By Cynchbeast, May 10, 2013
   • 16 replies
   • 2.5k views
   • 
   • Bill Presson
   • May 15, 2013

8. Is this a controlled group?

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

9. 5% owners

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

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

    By Peter Gulia, April 23, 2013
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • May 9, 2013

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

    By Floridaattorney, May 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 9, 2013

12. Loan default and deemed distribution

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

13. Social Security Covered Compensation Table

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

14. top heavy minimum

    By Chippy, April 26, 2013
    • 8 replies
    • 2.4k views
    • 
    • Belgarath
    • April 30, 2013

15. Leased Employees and Small or Large Plan

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

16. controlled group - parent/subsidiary

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

17. PS58 Costs - Insurance in 401(k)

    By Cynchbeast, April 18, 2013
    • 2 replies
    • 4.5k views
    • 
    • DMcGovern
    • April 18, 2013

18. Reciprocity Issue Under California Public Entity Retirement Law

    By Guest marykd, April 16, 2013   

    • reciprocity
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 17, 2013

19. top heavy question

    By Guest stanlipton, April 8, 2013
    • 6 replies
    • 1.6k views
    • 
    • BG5150
    • April 9, 2013

20. Company purchase - credit for prior service

    By Cynchbeast, April 5, 2013
    • 6 replies
    • 1.4k views
    • 
    • rcline46
    • April 8, 2013

21. Top Heavy - Officer as Key

    By rcline46, April 4, 2013
    • 9 replies
    • 2.5k views
    • 
    • david rigby
    • April 5, 2013

22. Loan Default due to Clerical Error

    By Cynchbeast, April 5, 2013
    • 0 replies
    • 1.1k views
    • 
    • Cynchbeast
    • April 5, 2013

23. Foreign Income for Qualified plan

    By rcline46, April 3, 2013
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • April 4, 2013

24. Creditor protection IRA vs. Plan

    By Craig Schiller, March 27, 2013   

    • Creditor protection
    • 2 replies
    • 2.5k views
    • 
    • Craig Schiller
    • April 1, 2013

25. Easy Question: Is This Plan Top Heavy?

    By PensionPro, March 22, 2013
    • 3 replies
    • 1.1k views
    • 
    • PensionPro
    • March 22, 2013

26. Benefits, Rights and Features

    By Doghouse, March 18, 2013   

    • Eligibility
    • 2 replies
    • 2.1k views
    • 
    • Doghouse
    • March 20, 2013

27. Compensation Question: Is This Fringe Benefits?

    By PensionPro, March 18, 2013
    • 2 replies
    • 932 views
    • 
    • leevena
    • March 18, 2013

28. Deductibility of Accrued Profit Sharing

    By Nassau, March 14, 2013
    • 2 replies
    • 8.3k views
    • 
    • QDROphile
    • March 14, 2013

29. Odd Money Purchase Plan Feature: how does this work?

    By PensionPro, March 5, 2013
    • 10 replies
    • 1.4k views
    • 
    • PensionPro
    • March 6, 2013

30. Plan Entry Dates

    By BG5150, March 5, 2013
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • March 5, 2013

31. Controlled Group: Adopting Employer no more in the controlled group, wants to terminate participation

    By rodin011, March 2, 2013   

    • controlled group
    • disjoinder?
    • 0 replies
    • 2.6k views
    • 
    • rodin011
    • March 2, 2013

32. Eligibility using elapsed time method

    By Belgarath, February 27, 2013
    • 4 replies
    • 4k views
    • 
    • david rigby
    • February 27, 2013

33. Purchase Real Estate

    By Cynchbeast, February 27, 2013
    • 1 reply
    • 875 views
    • 
    • rcline46
    • February 27, 2013

34. Illegal Alien with false identification in profit sharing plan

    By UtahCPA-APA, January 16, 2012
    • 3 replies
    • 7.3k views
    • 
    • Guest
    • February 22, 2013

35. 2012 self-employed calculations

    By Belgarath, February 19, 2013
    • 6 replies
    • 1k views
    • 
    • Belgarath
    • February 21, 2013

36. Prohibited Transaction -- Loan to Corporation

    By chris, February 20, 2013
    • 0 replies
    • 856 views
    • 
    • chris
    • February 20, 2013

37. Can corporate plan sponsor be the named trustee?

    By Guest PSteinhart, July 24, 2003
    • 8 replies
    • 9.8k views
    • 
    • MoJo
    • February 19, 2013

38. Owner's divorce

    By Cynchbeast, February 19, 2013
    • 2 replies
    • 1.5k views
    • 
    • Cynchbeast
    • February 19, 2013

39. Money purchase plan

    By Guest JM123, February 17, 2013   

    • QJSA explanation
    • 3 replies
    • 985 views
    • 
    • Guest
    • February 18, 2013

40. custodian vs trustee

    By Guest thill, November 29, 2006
    • 6 replies
    • 35.8k views
    • 
    • John G
    • February 15, 2013

41. Discretionary Match

    By Nassau, January 30, 2013   

    • Last day of the plan year
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • February 13, 2013

42. LLC with a Sub-S election

    By DMcGovern, February 12, 2013   

    • compensation for plan
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 12, 2013

43. Must a fiduciary provide a social security number?

    By Belgarath, February 6, 2013   

    • Plan investments
    • Dodd-Frank
    • 9 replies
    • 3.7k views
    • 
    • Belgarath
    • February 7, 2013

44. New Eligibility

    By thepensionmaven, February 6, 2013
    • 2 replies
    • 825 views
    • 
    • Tom Poje
    • February 6, 2013

45. Penalty for not issuing a 1099R

    By thepensionmaven, February 2, 2013
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • February 4, 2013

46. Fun with controlled groups

    By seatpa, February 2, 2013
    • 0 replies
    • 797 views
    • 
    • seatpa
    • February 2, 2013

47. real estate

    By Draper55, January 29, 2013   

    • use of the asset
    • 2 replies
    • 1.1k views
    • 
    • Draper55
    • February 1, 2013

48. Is Employee an HCE?

    By DLavigne, January 28, 2013
    • 1 reply
    • 888 views
    • 
    • ETA Consulting LLC
    • January 28, 2013

49. Exclusions

    By Dinosaur, January 23, 2013
    • 5 replies
    • 990 views
    • 
    • Tom Poje
    • January 24, 2013

50. Contract Partner on K1?

    By BG5150, June 28, 2012
    • 6 replies
    • 2.1k views
    • 
    • Bill Presson
    • January 23, 2013