Retirement Plans in General

5,811 topics in this forum

1. Allocation methods

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

2. Controlled and Affiliated entity

   By SheilaD, July 26, 2013   

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

3. Successor employer adopts plan

   By Flyboyjohn, July 23, 2013
   • 10 replies
   • 2.2k views
   • 
   • masteff
   • July 26, 2013

4. Irrevocable Life Insurance Trust

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

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

   By Belgarath, July 23, 2013   

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

6. DOMA Change and effect on retirement plans

   By Appleby, June 27, 2013
   • 16 replies
   • 2.8k views
   • 
   • masteff
   • July 2, 2013

7. Management Functions Definition

   By Floridaattorney, June 24, 2013
   • 5 replies
   • 1.5k views
   • 
   • K2retire
   • June 26, 2013

8. 5500EZs not filed and owners now want to rollover to IRA

   By Cynchbeast, June 24, 2013
   • 1 reply
   • 1.2k views
   • 
   • ESOP Guy
   • June 25, 2013

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

   By Peter Gulia, June 21, 2013   

   • ERISA
   • fiduciary
   • 11 replies
   • 4.2k views
   • 
   • Peter Gulia
   • June 21, 2013

10. 5500-EZ not filed

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

11. plan correction and 5500 - HELP!

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

12. Compensation paid to Foreign Employee

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

13. EFAST Signing alternative

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

14. 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

15. Reintroduced pension simplification act

    By Belgarath, June 5, 2013
    • 4 replies
    • 3.3k views
    • 
    • masteff
    • June 6, 2013

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

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

17. Eligibility service less than statutory minimum

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

18. Balance Forward PS Plan and Interim Valuation

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

19. Plan Term - New plan - successor issue?

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

20. Mis-reporting deductions on tax return

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

21. Excluding by income

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

22. Unreported rollover

    By Cynchbeast, May 10, 2013
    • 16 replies
    • 2.7k views
    • 
    • Bill Presson
    • May 15, 2013

23. Is this a controlled group?

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

24. 5% owners

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

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

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

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

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

27. Loan default and deemed distribution

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

28. Social Security Covered Compensation Table

    By Guest Teddie, May 1, 2013
    • 3 replies
    • 5.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 2, 2013

29. top heavy minimum

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

30. Leased Employees and Small or Large Plan

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

31. controlled group - parent/subsidiary

    By k man, April 22, 2013
    • 3 replies
    • 1.3k views
    • 
    • MoShawn
    • April 23, 2013

32. PS58 Costs - Insurance in 401(k)

    By Cynchbeast, April 18, 2013
    • 2 replies
    • 4.6k views
    • 
    • DMcGovern
    • April 18, 2013

33. Reciprocity Issue Under California Public Entity Retirement Law

    By Guest marykd, April 16, 2013   

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

34. top heavy question

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

35. Company purchase - credit for prior service

    By Cynchbeast, April 5, 2013
    • 6 replies
    • 1.5k views
    • 
    • rcline46
    • April 8, 2013

36. Top Heavy - Officer as Key

    By rcline46, April 4, 2013
    • 9 replies
    • 2.6k views
    • 
    • david rigby
    • April 5, 2013

37. Loan Default due to Clerical Error

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

38. Foreign Income for Qualified plan

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

39. Creditor protection IRA vs. Plan

    By Craig Schiller, March 27, 2013   

    • Creditor protection
    • 2 replies
    • 2.6k views
    • 
    • Craig Schiller
    • April 1, 2013

40. Easy Question: Is This Plan Top Heavy?

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

41. Benefits, Rights and Features

    By Doghouse, March 18, 2013   

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

42. Compensation Question: Is This Fringe Benefits?

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

43. Deductibility of Accrued Profit Sharing

    By Nassau, March 14, 2013
    • 2 replies
    • 8.4k views
    • 
    • QDROphile
    • March 14, 2013

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

    By PensionPro, March 5, 2013
    • 10 replies
    • 1.5k views
    • 
    • PensionPro
    • March 6, 2013

45. Plan Entry Dates

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

46. 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

47. Eligibility using elapsed time method

    By Belgarath, February 27, 2013
    • 4 replies
    • 4.1k views
    • 
    • david rigby
    • February 27, 2013

48. Purchase Real Estate

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

49. Illegal Alien with false identification in profit sharing plan

    By UtahCPA-APA, January 16, 2012
    • 3 replies
    • 7.4k views
    • 
    • Guest
    • February 22, 2013

50. 2012 self-employed calculations

    By Belgarath, February 19, 2013
    • 6 replies
    • 1.1k views
    • 
    • Belgarath
    • February 21, 2013