Retirement Plans in General

5,772 topics in this forum

1. Easy Question: Is This Plan Top Heavy?

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

2. Benefits, Rights and Features

   By Doghouse, March 18, 2013   

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

3. Compensation Question: Is This Fringe Benefits?

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

4. Deductibility of Accrued Profit Sharing

   By Nassau, March 14, 2013
   • 2 replies
   • 8.2k views
   • 
   • QDROphile
   • March 14, 2013

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

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

6. Plan Entry Dates

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

7. 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

8. Eligibility using elapsed time method

   By Belgarath, February 27, 2013
   • 4 replies
   • 3.9k views
   • 
   • david rigby
   • February 27, 2013

9. Purchase Real Estate

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

10. Illegal Alien with false identification in profit sharing plan

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

11. 2012 self-employed calculations

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

12. Prohibited Transaction -- Loan to Corporation

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

13. Can corporate plan sponsor be the named trustee?

    By Guest PSteinhart, July 24, 2003
    • 8 replies
    • 9.6k views
    • 
    • MoJo
    • February 19, 2013

14. Owner's divorce

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

15. Money purchase plan

    By Guest JM123, February 17, 2013   

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

16. custodian vs trustee

    By Guest thill, November 29, 2006
    • 6 replies
    • 35.4k views
    • 
    • John G
    • February 15, 2013

17. Discretionary Match

    By Nassau, January 30, 2013   

    • Last day of the plan year
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • February 13, 2013

18. LLC with a Sub-S election

    By DMcGovern, February 12, 2013   

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

19. Must a fiduciary provide a social security number?

    By Belgarath, February 6, 2013   

    • Plan investments
    • Dodd-Frank
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • February 7, 2013

20. New Eligibility

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

21. Penalty for not issuing a 1099R

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

22. Fun with controlled groups

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

23. real estate

    By Draper55, January 29, 2013   

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

24. Is Employee an HCE?

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

25. Exclusions

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

26. Contract Partner on K1?

    By BG5150, June 28, 2012
    • 6 replies
    • 2k views
    • 
    • Bill Presson
    • January 23, 2013

27. PBGC proposed rules

    By Belgarath, January 23, 2013   

    • DC plans
    • Fiduciary liability
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • January 23, 2013

28. Cash out of Unused PTO

    By Guest Golden Girl, January 18, 2013
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • January 18, 2013

29. RMD not completed by 12/31/12

    By Cynchbeast, January 10, 2013
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • January 11, 2013

30. RMD in Profit Sharing Plan

    By rfahey, January 9, 2013
    • 1 reply
    • 2.3k views
    • 
    • ETA Consulting LLC
    • January 10, 2013

31. Orphan Plan question

    By mariemonroe, January 9, 2013
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • January 9, 2013

32. Top Heavy in Multiple Employer Plans

    By rcline46, January 9, 2013
    • 1 reply
    • 2k views
    • 
    • pmacduff
    • January 9, 2013

33. Failed ACP test

    By Cynchbeast, January 7, 2013
    • 7 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 7, 2013

34. Terminating plan with outstanding check

    By Cynchbeast, January 6, 2013
    • 1 reply
    • 900 views
    • 
    • Bird
    • January 7, 2013

35. new EPCRS

    By Tom Poje, January 2, 2013
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • January 2, 2013

36. Plan aggregation for coverage/non-discrimination

    By Guest Sieve, December 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 26, 2012

37. Multiple employers revisited.

    By scarabrad, December 23, 2012
    • 4 replies
    • 1k views
    • 
    • Guest
    • December 24, 2012

38. Company name not in plan name

    By Cynchbeast, December 17, 2012
    • 7 replies
    • 1.8k views
    • 
    • QDROphile
    • December 20, 2012

39. Owners' credit for years of service

    By Cynchbeast, December 19, 2012
    • 0 replies
    • 702 views
    • 
    • Cynchbeast
    • December 19, 2012

40. DOL Phone Calls regarding Late contributions

    By stormoj1, December 18, 2012
    • 1 reply
    • 871 views
    • 
    • BG5150
    • December 19, 2012

41. Trustees for self directed brokerage accounts

    By AKconsult, December 18, 2012
    • 0 replies
    • 727 views
    • 
    • AKconsult
    • December 18, 2012

42. Bonding Requirements

    By Guest DuChamp, December 18, 2012
    • 1 reply
    • 861 views
    • 
    • BG5150
    • December 18, 2012

43. CONTROLLED/AFFILIATED GROUP

    By Cynchbeast, December 17, 2012
    • 4 replies
    • 936 views
    • 
    • Mark Whitelaw
    • December 18, 2012

44. Controlled Group

    By Lou S., December 17, 2012
    • 0 replies
    • 763 views
    • 
    • Lou S.
    • December 17, 2012

45. Controlled Group Question

    By Spencer, December 6, 2012
    • 3 replies
    • 992 views
    • 
    • Lou S.
    • December 13, 2012

46. Prohibited Transaction?

    By Randy Watson, December 10, 2012
    • 3 replies
    • 1k views
    • 
    • jpod
    • December 11, 2012

47. Vesting

    By DP, December 11, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • December 11, 2012

48. Fringe Benefit?

    By KateSmithPA, December 5, 2012
    • 2 replies
    • 1.1k views
    • 
    • KateSmithPA
    • December 5, 2012

49. Service with predecessor who had no prior plan

    By Trekker, December 4, 2012
    • 5 replies
    • 2.2k views
    • 
    • Trekker
    • December 5, 2012

50. Contribution exceeds 404 limit

    By Cynchbeast, December 4, 2012
    • 3 replies
    • 1.1k views
    • 
    • Cynchbeast
    • December 4, 2012