Retirement Plans in General

5,781 topics in this forum

1. LLC with a Sub-S election

   By DMcGovern, February 12, 2013   

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

2. New Eligibility

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

3. Must a fiduciary provide a social security number?

   By Belgarath, February 6, 2013   

   • Plan investments
   • Dodd-Frank
   • 9 replies
   • 3.5k views
   • 
   • Belgarath
   • February 7, 2013

4. Fun with controlled groups

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

5. Penalty for not issuing a 1099R

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

6. Discretionary Match

   By Nassau, January 30, 2013   

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

7. real estate

   By Draper55, January 29, 2013   

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

8. Is Employee an HCE?

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

9. Exclusions

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

10. PBGC proposed rules

    By Belgarath, January 23, 2013   

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

11. Cash out of Unused PTO

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

12. RMD not completed by 12/31/12

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

13. RMD in Profit Sharing Plan

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

14. Orphan Plan question

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

15. Top Heavy in Multiple Employer Plans

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

16. Failed ACP test

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

17. Terminating plan with outstanding check

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

18. new EPCRS

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

19. Plan aggregation for coverage/non-discrimination

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

20. Multiple employers revisited.

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

21. deduction limit

    By Dougsbpc, December 20, 2012
    • 8 replies
    • 2.2k views
    • 
    • ESOP Guy
    • July 24, 2015

22. Owners' credit for years of service

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

23. DOL Phone Calls regarding Late contributions

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

24. Trustees for self directed brokerage accounts

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

25. Bonding Requirements

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

26. Controlled Group

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

27. Company name not in plan name

    By Cynchbeast, December 17, 2012
    • 7 replies
    • 1.9k views
    • 
    • QDROphile
    • December 20, 2012

28. CONTROLLED/AFFILIATED GROUP

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

29. Vesting

    By DP, December 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 11, 2012

30. Prohibited Transaction?

    By Randy Watson, December 10, 2012
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • December 11, 2012

31. Controlled Group Question

    By Spencer, December 6, 2012
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • December 13, 2012

32. Fringe Benefit?

    By KateSmithPA, December 5, 2012
    • 2 replies
    • 1.2k views
    • 
    • KateSmithPA
    • December 5, 2012

33. Service with predecessor who had no prior plan

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

34. Contribution exceeds 404 limit

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

35. Terminating an old Profit sharing plan

    By rfahey, December 3, 2012
    • 1 reply
    • 938 views
    • 
    • ESOP Guy
    • December 3, 2012

36. Benchmark Earnings Rate for Micro Plan with Trustee Making Investment Decsions

    By Oh so SIMPLE, December 3, 2012
    • 0 replies
    • 718 views
    • 
    • Oh so SIMPLE
    • December 3, 2012

37. Future Service Credit

    By Fisher, December 3, 2012
    • 8 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 22, 2015

38. Translation into common English please

    By Tom Poje, November 29, 2012
    • 2 replies
    • 902 views
    • 
    • Tom Poje
    • November 29, 2012

39. Excise Tax

    By Dougsbpc, November 26, 2012
    • 5 replies
    • 1.4k views
    • 
    • Dougsbpc
    • November 29, 2012

40. Buyout of PA Owner Mid-Year: Who Gets Deduction Credit

    By Guest DuChamp, November 20, 2012
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 20, 2012

41. Tax WH on Required Minimum Distributions required ?

    By rfahey, November 19, 2012
    • 3 replies
    • 986 views
    • 
    • david rigby
    • November 19, 2012

42. Forfeitures

    By Guest ENT, November 17, 2012
    • 1 reply
    • 894 views
    • 
    • ESOP Guy
    • November 19, 2012

43. Vesting Question

    By mming, November 16, 2012
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • November 16, 2012

44. Discrimination

    By Oh so SIMPLE, November 13, 2012
    • 3 replies
    • 995 views
    • 
    • Bird
    • November 13, 2012

45. Canadian employee on maternity leave

    By ESOP Guy, November 12, 2012
    • 7 replies
    • 963 views
    • 
    • QDROphile
    • November 14, 2012

46. Eligible for Distribution due to change in controlled group membership?

    By jmartin, November 12, 2012
    • 0 replies
    • 725 views
    • 
    • jmartin
    • November 12, 2012

47. Sandy

    By Belgarath, October 30, 2012
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • November 1, 2012

48. Disclosure question (# 2,365)

    By BG5150, October 23, 2012
    • 0 replies
    • 761 views
    • 
    • BG5150
    • October 23, 2012

49. Agricultural labor

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 23, 2012

50. Potential ASG between Doc and Billing office

    By jmartin, October 18, 2012
    • 0 replies
    • 758 views
    • 
    • jmartin
    • October 18, 2012