Retirement Plans in General

5,840 topics in this forum

1. Top Heavy in Multiple Employer Plans

   By rcline46, January 9, 2013
   • 1 reply
   • 2.3k views
   • 
   • pmacduff
   • January 9, 2013

2. Failed ACP test

   By Cynchbeast, January 7, 2013
   • 7 replies
   • 2.9k views
   • 
   • Tom Poje
   • January 7, 2013

3. Terminating plan with outstanding check

   By Cynchbeast, January 6, 2013
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • January 7, 2013

4. new EPCRS

   By Tom Poje, January 2, 2013
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • January 2, 2013

5. Plan aggregation for coverage/non-discrimination

   By Guest Sieve, December 26, 2012
   • 3 replies
   • 1.9k views
   • 
   • Mike Preston
   • December 26, 2012

6. Multiple employers revisited.

   By scarabrad, December 23, 2012
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • December 24, 2012

7. Company name not in plan name

   By Cynchbeast, December 17, 2012
   • 7 replies
   • 2.5k views
   • 
   • QDROphile
   • December 20, 2012

8. Owners' credit for years of service

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

9. DOL Phone Calls regarding Late contributions

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

10. Trustees for self directed brokerage accounts

    By AKconsult, December 18, 2012
    • 0 replies
    • 1k views
    • 
    • AKconsult
    • December 18, 2012

11. Bonding Requirements

    By Guest DuChamp, December 18, 2012
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • December 18, 2012

12. CONTROLLED/AFFILIATED GROUP

    By Cynchbeast, December 17, 2012
    • 4 replies
    • 1.4k views
    • 
    • Mark Whitelaw
    • December 18, 2012

13. Controlled Group

    By Lou S., December 17, 2012
    • 0 replies
    • 1k views
    • 
    • Lou S.
    • December 17, 2012

14. Controlled Group Question

    By Spencer, December 6, 2012
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • December 13, 2012

15. Prohibited Transaction?

    By Randy Watson, December 10, 2012
    • 3 replies
    • 1.3k views
    • 
    • jpod
    • December 11, 2012

16. Vesting

    By DP, December 11, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • December 11, 2012

17. Fringe Benefit?

    By KateSmithPA, December 5, 2012
    • 2 replies
    • 1.4k views
    • 
    • KateSmithPA
    • December 5, 2012

18. Service with predecessor who had no prior plan

    By Trekker, December 4, 2012
    • 5 replies
    • 2.5k views
    • 
    • Trekker
    • December 5, 2012

19. Contribution exceeds 404 limit

    By Cynchbeast, December 4, 2012
    • 3 replies
    • 1.4k views
    • 
    • Cynchbeast
    • December 4, 2012

20. Terminating an old Profit sharing plan

    By rfahey, December 3, 2012
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • December 3, 2012

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

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

22. Translation into common English please

    By Tom Poje, November 29, 2012
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 29, 2012

23. Excise Tax

    By Dougsbpc, November 26, 2012
    • 5 replies
    • 1.8k views
    • 
    • Dougsbpc
    • November 29, 2012

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

    By Guest DuChamp, November 20, 2012
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • November 20, 2012

25. Tax WH on Required Minimum Distributions required ?

    By rfahey, November 19, 2012
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • November 19, 2012

26. Forfeitures

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

27. Vesting Question

    By mming, November 16, 2012
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • November 16, 2012

28. Canadian employee on maternity leave

    By ESOP Guy, November 12, 2012
    • 7 replies
    • 1.3k views
    • 
    • QDROphile
    • November 14, 2012

29. Discrimination

    By Oh so SIMPLE, November 13, 2012
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • November 13, 2012

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

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

31. Sandy

    By Belgarath, October 30, 2012
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • November 1, 2012

32. Agricultural labor

    By Belgarath, October 23, 2012
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 23, 2012

33. Disclosure question (# 2,365)

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

34. Potential ASG between Doc and Billing office

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

35. Multiple Employer Plans - need the quick low down

    By HarleyBabe, October 16, 2012
    • 2 replies
    • 1.5k views
    • 
    • MoJo
    • October 17, 2012

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

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

37. next year's limits

    By Tom Poje, October 16, 2012
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • October 16, 2012

38. Top Heavy Vesting

    By mming, October 16, 2012
    • 0 replies
    • 1.2k views
    • 
    • mming
    • October 16, 2012

39. Controlled Group/Common Control 5% Attribution Threshold

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

40. 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
    • 3.8k views
    • 
    • Mike Preston
    • October 13, 2012

41. Safe Harbor Contribution

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

42. Rate group testing

    By Belgarath, October 10, 2012
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • October 10, 2012

43. Government 401(a) Plan

    By Nassau, October 10, 2012
    • 1 reply
    • 1.4k views
    • 
    • Everett Moreland
    • October 10, 2012

44. Firing a client

    By MarZDoates, September 21, 2012
    • 7 replies
    • 2.4k views
    • 
    • MarZDoates
    • October 9, 2012

45. ORP - College plan

    By Basically, October 3, 2012
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • October 9, 2012

46. Old plan troubles / New plan for individual

    By Santo Gold, October 4, 2012
    • 5 replies
    • 1.3k views
    • 
    • Santo Gold
    • October 5, 2012

47. for profit wholly owned subsidiary of not for profit

    By R. Butler, September 20, 2012
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • September 20, 2012

48. 415 language for multiple DC plans

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

49. Class-based Alloc vs. Cross Testing

    By AlbanyConsultant, September 18, 2012
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • September 18, 2012

50. Deductibility of late contributions

    By Dougsbpc, September 14, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • September 14, 2012