Retirement Plans in General

5,791 topics in this forum

1. Change in Eligibility

   By Dougsbpc, September 3, 2012
   • 4 replies
   • 975 views
   • 
   • Bird
   • September 4, 2012

2. 404a-5 fee disclosures

   By Belgarath, August 30, 2012
   • 2 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • August 30, 2012

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

   By BG5150, August 30, 2012
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • August 30, 2012

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

   By BG5150, August 28, 2012
   • 11 replies
   • 2.7k views
   • 
   • Belgarath
   • August 29, 2012

5. Need Sample of Written Policy for Interim Valuations

   By Susan S., August 28, 2012
   • 4 replies
   • 2.2k views
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   • ESOP Guy
   • August 29, 2012

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

   By katieinny, August 16, 2012
   • 7 replies
   • 3.3k views
   • 
   • Guest
   • August 28, 2012

7. Privacy Issues

   By thepensionmaven, August 18, 2012
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • August 28, 2012

8. PPA disclosure statement in a pooled plan

   By AlbanyConsultant, August 22, 2012
   • 3 replies
   • 1.3k views
   • 
   • ESOP Guy
   • August 24, 2012

9. Plan Covering a Participant by Name

   By mming, August 20, 2012
   • 3 replies
   • 954 views
   • 
   • ETA Consulting LLC
   • August 22, 2012

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

    By kwalified, August 21, 2012
    • 2 replies
    • 923 views
    • 
    • ETA Consulting LLC
    • August 22, 2012

11. IRS Levy

    By Brenda Wren, August 17, 2012
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • August 18, 2012

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

    By jkharvey, August 16, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • August 17, 2012

13. IRS Determination letter - reviewer request

    By Belgarath, August 16, 2012
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 16, 2012

14. Indexed limits

    By Tom Poje, August 15, 2012
    • 0 replies
    • 804 views
    • 
    • Tom Poje
    • August 15, 2012

15. 410(b) for controlled group

    By Trekker, August 13, 2012
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 13, 2012

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

    By BG5150, August 10, 2012
    • 1 reply
    • 925 views
    • 
    • Bird
    • August 13, 2012

17. Participant statements

    By BG5150, August 9, 2012
    • 2 replies
    • 891 views
    • 
    • BG5150
    • August 10, 2012

18. LLC/Employee issue in PS Plan

    By dmb, August 8, 2012
    • 3 replies
    • 907 views
    • 
    • rcline46
    • August 9, 2012

19. Employer Contribution in Cash

    By Dougsbpc, August 8, 2012
    • 5 replies
    • 1.1k views
    • 
    • shERPA
    • August 8, 2012

20. Section 415 language - multiple plans of one employer

    By Belgarath, August 3, 2012
    • 1 reply
    • 877 views
    • 
    • Everett Moreland
    • August 3, 2012

21. Participant 404a fee disclosures

    By Belgarath, July 24, 2012
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • July 24, 2012

22. Fee "Reasonableness"

    By DMcGovern, July 24, 2012
    • 0 replies
    • 668 views
    • 
    • DMcGovern
    • July 24, 2012

23. Same-Sex Marriage

    By Guest FLALADY, July 23, 2012
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2012

24. what is the advantage of a directed trustee?

    By K2retire, July 18, 2012
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • July 18, 2012

25. Compensation limit for short initial plan year

    By Sully, July 6, 2012
    • 3 replies
    • 2.7k views
    • 
    • Sully
    • July 9, 2012

26. 408(b)2 Reporting Period

    By kwalified, May 23, 2012
    • 18 replies
    • 2.9k views
    • 
    • Guest
    • July 2, 2012

27. Group Trust Determination Letter

    By Guest ERISAQUEEN, June 30, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 30, 2012

28. Multiple Employer Plan

    By Guest benefitsgirl, June 29, 2012
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 30, 2012

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

    By jkharvey, June 26, 2012
    • 5 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • June 27, 2012

30. Non-equity partners

    By BG5150, June 22, 2012
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • June 23, 2012

31. Employer withdrawal of profit sharing contribuiton?

    By Anonymoose, March 28, 2011
    • 3 replies
    • 2.2k views
    • 
    • Mike Preston
    • June 21, 2012

32. ERISA Bond for Single Employee Plan?

    By GrammieMame, June 19, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 19, 2012

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

    By Gudgergirl, June 12, 2012
    • 6 replies
    • 2.2k views
    • 
    • Effen
    • June 18, 2012

34. Controlled Group

    By jpod, June 15, 2012
    • 3 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

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

    By Guest TomB432, June 14, 2012
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 15, 2012

36. Fiduciary requirements

    By Belgarath, June 15, 2012
    • 0 replies
    • 771 views
    • 
    • Belgarath
    • June 15, 2012

37. Bonding Question

    By mming, June 12, 2012
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 12, 2012

38. Fee disclosures

    By B21, June 7, 2012
    • 0 replies
    • 794 views
    • 
    • B21
    • June 7, 2012

39. Social Security Benefits and Retirement Assets

    By PensionPro, June 6, 2012
    • 4 replies
    • 970 views
    • 
    • PensionPro
    • June 6, 2012

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

    By chris, June 5, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 5, 2012

41. Private Company Stock in PS Plan

    By Guest vgallo, May 29, 2012
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • May 29, 2012

42. 10% shareholder -- ERISA 3(14)(H)

    By Guest RGH2, May 26, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 26, 2012

43. emploer reimbursing plan

    By Santo Gold, May 25, 2012
    • 2 replies
    • 816 views
    • 
    • mbozek
    • May 26, 2012

44. Rule of Parity / BIS Question

    By KCA, May 24, 2012
    • 2 replies
    • 3.3k views
    • 
    • KCA
    • May 24, 2012

45. Nondiscrimination testing

    By Belgarath, May 21, 2012
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • May 21, 2012

46. "Nonvested Participant" definition

    By rosskeene, April 24, 2012
    • 7 replies
    • 3.1k views
    • 
    • Hojo
    • May 16, 2012

47. Two Planners conflicting information on Controlled Groups

    By Guest Wesmon, May 11, 2012
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • May 16, 2012

48. About to Retire

    By Guest charlesperry, May 8, 2012
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • May 9, 2012

49. Permitted beneficiary for life insurance in DB plan

    By Guest Dave Peckham, May 8, 2012
    • 1 reply
    • 927 views
    • 
    • rcline46
    • May 8, 2012

50. Slam Dunk Control Group

    By K-t-F, May 2, 2012
    • 4 replies
    • 976 views
    • 
    • K-t-F
    • May 3, 2012