Retirement Plans in General

5,802 topics in this forum

1. 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
   • 3.4k views
   • 
   • Mike Preston
   • October 13, 2012

2. Safe Harbor Contribution

   By Guest LiMar, October 12, 2012
   • 1 reply
   • 1.1k views
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   • K2retire
   • October 13, 2012

3. Rate group testing

   By Belgarath, October 10, 2012
   • 2 replies
   • 1.2k views
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   • Belgarath
   • October 10, 2012

4. Government 401(a) Plan

   By Nassau, October 10, 2012
   • 1 reply
   • 1.1k views
   • 
   • Everett Moreland
   • October 10, 2012

5. Firing a client

   By MarZDoates, September 21, 2012
   • 7 replies
   • 2.1k views
   • 
   • MarZDoates
   • October 9, 2012

6. ORP - College plan

   By K-t-F, October 3, 2012
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • October 9, 2012

7. Old plan troubles / New plan for individual

   By Santo Gold, October 4, 2012
   • 5 replies
   • 1.1k views
   • 
   • Santo Gold
   • October 5, 2012

8. for profit wholly owned subsidiary of not for profit

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

9. 415 language for multiple DC plans

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

10. Class-based Alloc vs. Cross Testing

    By AlbanyConsultant, September 18, 2012
    • 2 replies
    • 1k views
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    • ESOP Guy
    • September 18, 2012

11. Deductibility of late contributions

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

12. Change in Eligibility

    By Dougsbpc, September 3, 2012
    • 4 replies
    • 1k views
    • 
    • Bird
    • September 4, 2012

13. 404a-5 fee disclosures

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

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

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

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

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

16. Need Sample of Written Policy for Interim Valuations

    By Susan S., August 28, 2012
    • 4 replies
    • 2.3k views
    • 
    • ESOP Guy
    • August 29, 2012

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

    By katieinny, August 16, 2012
    • 7 replies
    • 3.5k views
    • 
    • Guest
    • August 28, 2012

18. Privacy Issues

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

19. PPA disclosure statement in a pooled plan

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

20. Plan Covering a Participant by Name

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

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

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

22. IRS Levy

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

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

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

24. IRS Determination letter - reviewer request

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

25. Indexed limits

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

26. 410(b) for controlled group

    By Trekker, August 13, 2012
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • August 13, 2012

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

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

28. Participant statements

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

29. LLC/Employee issue in PS Plan

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

30. Employer Contribution in Cash

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

31. Section 415 language - multiple plans of one employer

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

32. Participant 404a fee disclosures

    By Belgarath, July 24, 2012
    • 2 replies
    • 1.2k views
    • 
    • ESOP Guy
    • July 24, 2012

33. Fee "Reasonableness"

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

34. Same-Sex Marriage

    By Guest FLALADY, July 23, 2012
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2012

35. what is the advantage of a directed trustee?

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

36. Compensation limit for short initial plan year

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

37. 408(b)2 Reporting Period

    By kwalified, May 23, 2012
    • 18 replies
    • 3k views
    • 
    • Guest
    • July 2, 2012

38. Group Trust Determination Letter

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

39. Multiple Employer Plan

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

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

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

41. Non-equity partners

    By BG5150, June 22, 2012
    • 1 reply
    • 2k views
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    • mbozek
    • June 23, 2012

42. Employer withdrawal of profit sharing contribuiton?

    By Anonymoose, March 28, 2011
    • 3 replies
    • 2.3k views
    • 
    • Mike Preston
    • June 21, 2012

43. ERISA Bond for Single Employee Plan?

    By GrammieMame, June 19, 2012
    • 1 reply
    • 1.2k views
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    • ETA Consulting LLC
    • June 19, 2012

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

    By Gudgergirl, June 12, 2012
    • 6 replies
    • 2.3k views
    • 
    • Effen
    • June 18, 2012

45. Controlled Group

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

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

    By Guest TomB432, June 14, 2012
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • June 15, 2012

47. Fiduciary requirements

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

48. Bonding Question

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

49. Fee disclosures

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

50. Social Security Benefits and Retirement Assets

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