Retirement Plans in General

5,772 topics in this forum

1. 408(b)2 Reporting Period

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

2. Nondiscrimination testing

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

3. Two Planners conflicting information on Controlled Groups

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

4. About to Retire

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

5. Permitted beneficiary for life insurance in DB plan

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

6. Slam Dunk Control Group

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

7. doctor owner who is not independent contractor

   By AKconsult, April 27, 2012
   • 4 replies
   • 1.3k views
   • 
   • PensionPro
   • May 2, 2012

8. Employee's normal entry date occurs while on medical leave

   By Belgarath, April 24, 2012
   • 1 reply
   • 819 views
   • 
   • PensionPro
   • April 24, 2012

9. "Nonvested Participant" definition

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

10. Participant fee disclosures

    By Guest Jennyb473, April 24, 2012
    • 0 replies
    • 844 views
    • 
    • Guest
    • April 24, 2012

11. 408(b)2 and 404(a) for Trusteed Pooled Plans

    By rfahey, April 20, 2012
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • April 20, 2012

12. Top Heavy

    By dmb, April 16, 2012
    • 0 replies
    • 860 views
    • 
    • dmb
    • April 16, 2012

13. ASPPA website down

    By movedon, April 14, 2012
    • 3 replies
    • 945 views
    • 
    • movedon
    • April 16, 2012

14. After-tax Contributions

    By Nassau, April 13, 2012
    • 1 reply
    • 769 views
    • 
    • ETA Consulting LLC
    • April 13, 2012

15. adopting ER - are the owners HCE/Key?

    By Santo Gold, April 13, 2012
    • 1 reply
    • 841 views
    • 
    • Sully
    • April 13, 2012

16. Deving comp from W2's

    By BG5150, April 11, 2012
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • April 11, 2012

17. Hacienda Determination Letters -- Circular Letter 11-10

    By Guest On Hiatus, April 10, 2012
    • 1 reply
    • 3.5k views
    • 
    • PensionPro
    • April 10, 2012

18. 415 excesses--why deferrals first?

    By BG5150, April 10, 2012
    • 3 replies
    • 985 views
    • 
    • Tom Poje
    • April 10, 2012

19. Plan Comp Limit when accrual period < 12 months

    By Guest KennyH, April 3, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2012

20. IRS Audit

    By Lou S., April 2, 2012
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • April 2, 2012

21. Is it ever imprudent to get rid of a service provider that can't meet an information request?

    By Peter Gulia, April 2, 2012
    • 2 replies
    • 893 views
    • 
    • Peter Gulia
    • April 3, 2012

22. Different eligibility requirements for different classes of employees

    By AKconsult, March 30, 2012
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 30, 2012

23. 500 / 1000 hour rule

    By rfahey, March 29, 2012
    • 8 replies
    • 4.6k views
    • 
    • Tom Poje
    • April 3, 2012

24. UBTI

    By B21, March 21, 2012
    • 2 replies
    • 1.4k views
    • 
    • Draper55
    • April 4, 2012

25. Incidental Limit calc on premium or just cost

    By Tina W, March 16, 2012
    • 6 replies
    • 1.7k views
    • 
    • Tina W
    • March 20, 2012

26. Focus Group for new entrepreneurial TPA's

    By chuTzPA, March 15, 2012
    • 0 replies
    • 1.4k views
    • 
    • chuTzPA
    • March 15, 2012

27. 404(a)/408(b) required for pooled accounts?

    By kwalified, March 6, 2012
    • 5 replies
    • 1.4k views
    • 
    • kwalified
    • March 7, 2012

28. Balance restored after repaying dist

    By ESOP Guy, March 2, 2012
    • 4 replies
    • 943 views
    • 
    • ESOP Guy
    • March 5, 2012

29. Why Is It So Hard to Find Administrators

    By ERISA1, February 22, 2012
    • 6 replies
    • 2k views
    • 
    • shERPA
    • February 24, 2012

30. Does anyone understand Vanguard's new small-plan package?

    By Peter Gulia, February 16, 2012
    • 3 replies
    • 1.7k views
    • 
    • GMK
    • February 16, 2012

31. Administrators: Exempt Employees?

    By Guest Corrections Questions, February 13, 2012
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • February 13, 2012

32. QSLOB

    By Guest JMN, February 13, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 13, 2012

33. IRS Audit

    By DP, February 7, 2012
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • February 8, 2012

34. Multiple Retirement Plans

    By Guest Benny Guy, February 7, 2012
    • 13 replies
    • 2.3k views
    • 
    • Guest
    • April 2, 2012

35. Restorative Payments

    By Guest kveldenator, February 7, 2012
    • 0 replies
    • 980 views
    • 
    • Guest
    • February 7, 2012

36. Earnings Calculations for missed deferrals

    By Nassau, February 6, 2012
    • 0 replies
    • 1k views
    • 
    • Nassau
    • February 6, 2012

37. Pension Distribution Issued after Death

    By Guest mabrick, February 6, 2012
    • 6 replies
    • 4.7k views
    • 
    • Guest
    • February 6, 2012

38. Need help with controlled group questions since the purchase of a company's assets

    By katieinny, February 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • February 3, 2012

39. PEO retirement plan

    By Guest jim williams, January 30, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 30, 2012

40. Revenue Sharing Agreements

    By kwalified, January 19, 2012
    • 0 replies
    • 871 views
    • 
    • kwalified
    • January 19, 2012

41. New Form 2848

    By John Feldt ERPA CPC QPA, January 19, 2012
    • 2 replies
    • 1.5k views
    • 
    • Lou S.
    • January 23, 2012

42. 2011 8955-SSA

    By frizzyguy, January 17, 2012
    • 0 replies
    • 1.1k views
    • 
    • frizzyguy
    • January 17, 2012

43. Illegal Alien with false identification in profit sharing plan

    By UtahCPA-APA, January 16, 2012
    • 3 replies
    • 7.3k views
    • 
    • Guest
    • February 22, 2013

44. controlled group

    By John Feldt ERPA CPC QPA, January 13, 2012
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 15, 2012

45. Foreigner working in US

    By Bird, January 12, 2012
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 12, 2012

46. Reporting Tax withholding

    By imchipbrown, January 11, 2012
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • January 20, 2012

47. New company being formed

    By Belgarath, January 11, 2012
    • 5 replies
    • 1.1k views
    • 
    • masteff
    • January 12, 2012

48. Offshore Outsourcing of Qualified Plan Admin

    By mming, January 9, 2012
    • 6 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 10, 2012

49. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 2 replies
    • 1k views
    • 
    • scarabrad
    • January 5, 2012

50. 408(b)(2) disclosures

    By Belgarath, January 3, 2012
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • January 5, 2012