Jump to content

Retirement Plans in General

5,796 topics in this forum

  1. Old plan troubles / New plan for individual

    By Santo Gold,
    • 5 replies
    • 1.1k views

  2. for profit wholly owned subsidiary of not for profit

    By R. Butler,
    • 1 reply
    • 1.8k views

  3. 415 language for multiple DC plans

    By Belgarath,
    • 0 replies
    • 814 views

  4. Class-based Alloc vs. Cross Testing

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  5. Deductibility of late contributions

    By Dougsbpc,
    • 1 reply
    • 921 views

  6. Change in Eligibility

    By Dougsbpc,
    • 4 replies
    • 982 views

  7. 404a-5 fee disclosures

    By Belgarath,
    • 2 replies
    • 1.1k views

  8. "Lost" participants & 401(a)5

    By BG5150,
    • 1 reply
    • 1.1k views

  9. "Annual" 401(a)(5) Notices

    By BG5150,
    • 11 replies
    • 2.7k views

  10. Need Sample of Written Policy for Interim Valuations

    By Susan S.,
    • 4 replies
    • 2.3k views

  11. Who should be the beneficiary of a life insurance policy in a profit sharing plan

    By katieinny,
    • 7 replies
    • 3.4k views
    • Guest
    • Guest

  12. Privacy Issues

    By thepensionmaven,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  13. PPA disclosure statement in a pooled plan

    By AlbanyConsultant,
    • 3 replies
    • 1.3k views

  14. Plan Covering a Participant by Name

    By mming,
    • 3 replies
    • 962 views

  15. Plan options for a self employed, 58 year old sole employee

    By kwalified,
    • 2 replies
    • 930 views

  16. IRS Levy

    By Brenda Wren,
    • 2 replies
    • 1.1k views

  17. IRS Audit...Usually conducted at TPA office..

    By jkharvey,
    • 4 replies
    • 1.3k views

  18. IRS Determination letter - reviewer request

    By Belgarath,
    • 2 replies
    • 1.1k views

  19. Indexed limits

    By Tom Poje,
    • 0 replies
    • 810 views

  20. 410(b) for controlled group

    By Trekker,
    • 3 replies
    • 1.7k views

  21. (yet another) 401(a) 5 question

    By BG5150,
    • 1 reply
    • 929 views

  22. Participant statements

    By BG5150,
    • 2 replies
    • 896 views

  23. LLC/Employee issue in PS Plan

    By dmb,
    • 3 replies
    • 916 views

  24. Employer Contribution in Cash

    By Dougsbpc,
    • 5 replies
    • 1.1k views

  25. Section 415 language - multiple plans of one employer

    By Belgarath,
    • 1 reply
    • 888 views

  26. Participant 404a fee disclosures

    By Belgarath,
    • 2 replies
    • 1.1k views

  27. Fee "Reasonableness"

    By DMcGovern,
    • 0 replies
    • 672 views

  28. Same-Sex Marriage

    By Guest FLALADY,
    • 4 replies
    • 1.4k views

  29. what is the advantage of a directed trustee?

    By K2retire,
    • 1 reply
    • 1.4k views

  30. Compensation limit for short initial plan year

    By Sully,
    • 3 replies
    • 2.7k views

  31. 408(b)2 Reporting Period

    By kwalified,
    • 18 replies
    • 2.9k views
    • Guest
    • Guest

  32. Group Trust Determination Letter

    By Guest ERISAQUEEN,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  33. Multiple Employer Plan

    By Guest benefitsgirl,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  34. Does Freezing a Profit Sharing plan create short plan year

    By jkharvey,
    • 5 replies
    • 2.7k views

  35. Non-equity partners

    By BG5150,
    • 1 reply
    • 2k views

  36. Employer withdrawal of profit sharing contribuiton?

    By Anonymoose,
    • 3 replies
    • 2.2k views

  37. ERISA Bond for Single Employee Plan?

    By GrammieMame,
    • 1 reply
    • 1.1k views

  38. DOL audit letter received - when to notify insurance carrier

    By Gudgergirl,
    • 6 replies
    • 2.2k views

  39. Controlled Group

    By jpod,
    • 3 replies
    • 1k views

  40. Affiliated Service Group (B-org with multiple FSOs)

    By Guest TomB432,
    • 4 replies
    • 2.3k views
    • Guest
    • Guest

  41. Fiduciary requirements

    By Belgarath,
    • 0 replies
    • 779 views

  42. Bonding Question

    By mming,
    • 4 replies
    • 1.6k views

  43. Fee disclosures

    By B21,
    • 0 replies
    • 800 views

  44. Social Security Benefits and Retirement Assets

    By PensionPro,
    • 4 replies
    • 976 views

  45. When Controlled Group Ends as to Member...

    By chris,
    • 1 reply
    • 1.3k views

  46. Private Company Stock in PS Plan

    By Guest vgallo,
    • 3 replies
    • 1.8k views

  47. 10% shareholder -- ERISA 3(14)(H)

    By Guest RGH2,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  48. emploer reimbursing plan

    By Santo Gold,
    • 2 replies
    • 823 views

  49. Rule of Parity / BIS Question

    By KCA,
    • 2 replies
    • 3.3k views

  50. Nondiscrimination testing

    By Belgarath,
    • 6 replies
    • 1.4k views
×
×
  • Create New...