Retirement Plans in General

5,753 topics in this forum

1. IRS Audit

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

2. 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
   • 880 views
   • 
   • Peter Gulia
   • April 3, 2012

3. Different eligibility requirements for different classes of employees

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

4. 500 / 1000 hour rule

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

5. UBTI

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

6. Incidental Limit calc on premium or just cost

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

7. Focus Group for new entrepreneurial TPA's

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

8. 404(a)/408(b) required for pooled accounts?

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

9. Balance restored after repaying dist

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

10. Why Is It So Hard to Find Administrators

    By ERISA1, February 22, 2012
    • 6 replies
    • 1.9k views
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    • shERPA
    • February 24, 2012

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

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

12. Administrators: Exempt Employees?

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

13. QSLOB

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

14. IRS Audit

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

15. Multiple Retirement Plans

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

16. Restorative Payments

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

17. Earnings Calculations for missed deferrals

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

18. Pension Distribution Issued after Death

    By Guest mabrick, February 6, 2012
    • 6 replies
    • 4.6k views
    • 
    • Guest
    • February 6, 2012

19. 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

20. PEO retirement plan

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

21. Revenue Sharing Agreements

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

22. New Form 2848

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

23. 2011 8955-SSA

    By frizzyguy, January 17, 2012
    • 0 replies
    • 1k views
    • 
    • frizzyguy
    • January 17, 2012

24. Illegal Alien with false identification in profit sharing plan

    By UtahCPA-APA, January 16, 2012
    • 3 replies
    • 7.2k views
    • 
    • Guest
    • February 22, 2013

25. controlled group

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

26. Foreigner working in US

    By Bird, January 12, 2012
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • January 12, 2012

27. Reporting Tax withholding

    By imchipbrown, January 11, 2012
    • 5 replies
    • 1.1k views
    • 
    • Bird
    • January 20, 2012

28. New company being formed

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

29. Offshore Outsourcing of Qualified Plan Admin

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

30. Maximizing Retirement Plan Contributions

    By scarabrad, January 5, 2012
    • 2 replies
    • 994 views
    • 
    • scarabrad
    • January 5, 2012

31. 408(b)(2) disclosures

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

32. Strategic Sale of Overfunded DB Plan

    By Guest billyj, December 28, 2011
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • March 16, 2012

33. Restoration of Forfeitures

    By DP, December 28, 2011
    • 7 replies
    • 2k views
    • 
    • DP
    • January 3, 2012

34. MP or TB Plans

    By Monica Barnard, December 27, 2011
    • 3 replies
    • 951 views
    • 
    • Monica Barnard
    • December 28, 2011

35. Top Heavy - Change in ownership

    By Guest joshmeltzer, December 22, 2011
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • December 23, 2011

36. Allocating earnings on pooled acct Money Purchase

    By kwalified, December 22, 2011
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • December 22, 2011

37. Controlled Group - change in ownership / mgmt function?

    By jmartin, December 21, 2011
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • December 21, 2011

38. "Of counsel"--are they employees?

    By Laura Harrington, December 19, 2011
    • 2 replies
    • 1.1k views
    • 
    • jpod
    • December 19, 2011

39. Family Attribution - Terminated Key

    By jmartin, December 19, 2011
    • 5 replies
    • 1.9k views
    • 
    • jmartin
    • February 26, 2014

40. Plan expense reimbursement question

    By Guest newbenefitsguy, December 15, 2011
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • December 15, 2011

41. Contract work for a TPA

    By HarleyBabe, December 13, 2011
    • 4 replies
    • 2.5k views
    • 
    • movedon
    • February 19, 2012

42. Prohibited Transaction?

    By chris, December 13, 2011
    • 15 replies
    • 2.4k views
    • 
    • chris
    • January 6, 2012

43. 414(s) compensation

    By Guest ENT, December 13, 2011
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2011

44. 1099's for PS 58 Costs

    By Guest bmij, December 7, 2011
    • 3 replies
    • 3.5k views
    • 
    • Guest
    • December 9, 2011

45. profit sharing plan contribution limits

    By GrammieMame, December 5, 2011
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • December 7, 2011

46. Health Insurance of a S corp Shareholder

    By caryn22359, December 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • caryn22359
    • December 12, 2011

47. Weird ER request re: PS contribution-NEED HELP!

    By t.haley, December 2, 2011
    • 2 replies
    • 968 views
    • 
    • Effen
    • December 5, 2011

48. Whole life insurance - fee disclosure

    By AlbanyConsultant, November 21, 2011
    • 1 reply
    • 917 views
    • 
    • Belgarath
    • November 21, 2011

49. non-union plan but the owners are union too

    By Santo Gold, November 18, 2011
    • 1 reply
    • 969 views
    • 
    • Guest
    • December 23, 2011

50. Former Employer Terminated 401K Plan & Mailed me a Check

    By Guest Rosey Langham, November 18, 2011
    • 1 reply
    • 7k views
    • 
    • QDROphile
    • November 18, 2011