Retirement Plans in General

5,824 topics in this forum

1. Fringe Benefit?

   By KateSmithPA, December 5, 2012
   • 2 replies
   • 1.3k views
   • 
   • KateSmithPA
   • December 5, 2012

2. Service with predecessor who had no prior plan

   By Trekker, December 4, 2012
   • 5 replies
   • 2.4k views
   • 
   • Trekker
   • December 5, 2012

3. Contribution exceeds 404 limit

   By Cynchbeast, December 4, 2012
   • 3 replies
   • 1.2k views
   • 
   • Cynchbeast
   • December 4, 2012

4. Terminating an old Profit sharing plan

   By rfahey, December 3, 2012
   • 1 reply
   • 1.1k views
   • 
   • ESOP Guy
   • December 3, 2012

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

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

6. Translation into common English please

   By Tom Poje, November 29, 2012
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • November 29, 2012

7. Excise Tax

   By Dougsbpc, November 26, 2012
   • 5 replies
   • 1.6k views
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   • Dougsbpc
   • November 29, 2012

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

   By Guest DuChamp, November 20, 2012
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • November 20, 2012

9. Tax WH on Required Minimum Distributions required ?

   By rfahey, November 19, 2012
   • 3 replies
   • 1.1k views
   • 
   • david rigby
   • November 19, 2012

10. Forfeitures

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

11. Vesting Question

    By mming, November 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • November 16, 2012

12. Canadian employee on maternity leave

    By ESOP Guy, November 12, 2012
    • 7 replies
    • 1.2k views
    • 
    • QDROphile
    • November 14, 2012

13. Discrimination

    By Oh so SIMPLE, November 13, 2012
    • 3 replies
    • 1.2k views
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    • Bird
    • November 13, 2012

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

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

15. Sandy

    By Belgarath, October 30, 2012
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 1, 2012

16. Agricultural labor

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • October 23, 2012

17. Disclosure question (# 2,365)

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

18. Potential ASG between Doc and Billing office

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

19. Multiple Employer Plans - need the quick low down

    By HarleyBabe, October 16, 2012
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • October 17, 2012

20. Another Question for Multiple Employer Plans - to go along with earlier post

    By HarleyBabe, October 16, 2012
    • 0 replies
    • 781 views
    • 
    • HarleyBabe
    • October 16, 2012

21. next year's limits

    By Tom Poje, October 16, 2012
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 16, 2012

22. Top Heavy Vesting

    By mming, October 16, 2012
    • 0 replies
    • 1k views
    • 
    • mming
    • October 16, 2012

23. Controlled Group/Common Control 5% Attribution Threshold

    By Christine Roberts, October 13, 2012
    • 0 replies
    • 1.9k views
    • 
    • Christine Roberts
    • October 13, 2012

24. Integrated top-heavy plan, 1,000 hour/last day employment requirement, 401(a)(4); multiple formula situation because it's top-heavy?

    By R. Butler, October 2, 2003
    • 14 replies
    • 3.7k views
    • 
    • Mike Preston
    • October 13, 2012

25. Safe Harbor Contribution

    By Guest LiMar, October 12, 2012
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • October 13, 2012

26. Rate group testing

    By Belgarath, October 10, 2012
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • October 10, 2012

27. Government 401(a) Plan

    By Nassau, October 10, 2012
    • 1 reply
    • 1.3k views
    • 
    • Everett Moreland
    • October 10, 2012

28. Firing a client

    By MarZDoates, September 21, 2012
    • 7 replies
    • 2.2k views
    • 
    • MarZDoates
    • October 9, 2012

29. ORP - College plan

    By Basically, October 3, 2012
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 9, 2012

30. Old plan troubles / New plan for individual

    By Santo Gold, October 4, 2012
    • 5 replies
    • 1.2k views
    • 
    • Santo Gold
    • October 5, 2012

31. for profit wholly owned subsidiary of not for profit

    By R. Butler, September 20, 2012
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • September 20, 2012

32. 415 language for multiple DC plans

    By Belgarath, September 18, 2012
    • 0 replies
    • 871 views
    • 
    • Belgarath
    • September 18, 2012

33. Class-based Alloc vs. Cross Testing

    By AlbanyConsultant, September 18, 2012
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • September 18, 2012

34. Deductibility of late contributions

    By Dougsbpc, September 14, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • September 14, 2012

35. Change in Eligibility

    By Dougsbpc, September 3, 2012
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • September 4, 2012

36. 404a-5 fee disclosures

    By Belgarath, August 30, 2012
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 30, 2012

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

    By BG5150, August 30, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 30, 2012

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

    By BG5150, August 28, 2012
    • 11 replies
    • 2.9k views
    • 
    • Belgarath
    • August 29, 2012

39. Need Sample of Written Policy for Interim Valuations

    By Susan S., August 28, 2012
    • 4 replies
    • 2.4k views
    • 
    • ESOP Guy
    • August 29, 2012

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

    By katieinny, August 16, 2012
    • 7 replies
    • 3.9k views
    • 
    • Guest
    • August 28, 2012

41. Privacy Issues

    By thepensionmaven, August 18, 2012
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 2012

42. PPA disclosure statement in a pooled plan

    By AlbanyConsultant, August 22, 2012
    • 3 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 24, 2012

43. Plan Covering a Participant by Name

    By mming, August 20, 2012
    • 3 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 22, 2012

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

    By kwalified, August 21, 2012
    • 2 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • August 22, 2012

45. IRS Levy

    By Brenda Wren, August 17, 2012
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • August 18, 2012

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

    By jkharvey, August 16, 2012
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • August 17, 2012

47. IRS Determination letter - reviewer request

    By Belgarath, August 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • August 16, 2012

48. Indexed limits

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

49. 410(b) for controlled group

    By Trekker, August 13, 2012
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 13, 2012

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

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