Retirement Plans in General

5,817 topics in this forum

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

   By Guest DuChamp, November 20, 2012
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • November 20, 2012

2. Tax WH on Required Minimum Distributions required ?

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

3. Forfeitures

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

4. Vesting Question

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

5. Canadian employee on maternity leave

   By ESOP Guy, November 12, 2012
   • 7 replies
   • 1.1k views
   • 
   • QDROphile
   • November 14, 2012

6. Discrimination

   By Oh so SIMPLE, November 13, 2012
   • 3 replies
   • 1.1k views
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   • Bird
   • November 13, 2012

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

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

8. Sandy

   By Belgarath, October 30, 2012
   • 4 replies
   • 1.1k views
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   • Tom Poje
   • November 1, 2012

9. Agricultural labor

   By Belgarath, October 23, 2012
   • 3 replies
   • 1.3k views
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   • ETA Consulting LLC
   • October 23, 2012

10. Disclosure question (# 2,365)

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

11. Potential ASG between Doc and Billing office

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

12. Multiple Employer Plans - need the quick low down

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

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

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

14. next year's limits

    By Tom Poje, October 16, 2012
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 16, 2012

15. Top Heavy Vesting

    By mming, October 16, 2012
    • 0 replies
    • 904 views
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    • mming
    • October 16, 2012

16. Controlled Group/Common Control 5% Attribution Threshold

    By Christine Roberts, October 13, 2012
    • 0 replies
    • 1.8k views
    • 
    • Christine Roberts
    • October 13, 2012

17. 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
    • 3.5k views
    • 
    • Mike Preston
    • October 13, 2012

18. Safe Harbor Contribution

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

19. Rate group testing

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

20. Government 401(a) Plan

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

21. Firing a client

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

22. ORP - College plan

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

23. Old plan troubles / New plan for individual

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

24. 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

25. 415 language for multiple DC plans

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

26. Class-based Alloc vs. Cross Testing

    By AlbanyConsultant, September 18, 2012
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • September 18, 2012

27. Deductibility of late contributions

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

28. Change in Eligibility

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

29. 404a-5 fee disclosures

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

30. "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

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

    By BG5150, August 28, 2012
    • 11 replies
    • 2.8k views
    • 
    • Belgarath
    • August 29, 2012

32. Need Sample of Written Policy for Interim Valuations

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

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

    By katieinny, August 16, 2012
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • August 28, 2012

34. Privacy Issues

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

35. PPA disclosure statement in a pooled plan

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

36. Plan Covering a Participant by Name

    By mming, August 20, 2012
    • 3 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • August 22, 2012

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

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

38. IRS Levy

    By Brenda Wren, August 17, 2012
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • August 18, 2012

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

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

40. IRS Determination letter - reviewer request

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

41. Indexed limits

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

42. 410(b) for controlled group

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

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

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

44. Participant statements

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

45. LLC/Employee issue in PS Plan

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

46. Employer Contribution in Cash

    By Dougsbpc, August 8, 2012
    • 5 replies
    • 1.2k views
    • 
    • shERPA
    • August 8, 2012

47. Section 415 language - multiple plans of one employer

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

48. Participant 404a fee disclosures

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

49. Fee "Reasonableness"

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

50. Same-Sex Marriage

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