Retirement Plans in General

5,764 topics in this forum

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

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

2. Administrators: Exempt Employees?

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

3. QSLOB

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

4. timing for allocating employer contribution

   By Scuba 401, September 15, 2010
   • 7 replies
   • 2k views
   • 
   • TPApril
   • February 10, 2012

5. IRS Audit

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

6. Merging money purchase plans into 401(k) or profit-sharing plans

   By Guest Enda80, April 19, 2008
   • 3 replies
   • 6.2k views
   • 
   • K2retire
   • February 8, 2012

7. Restorative Payments

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

8. Earnings Calculations for missed deferrals

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

9. Pension Distribution Issued after Death

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

10. 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

11. PEO retirement plan

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

12. New Form 2848

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

13. Reporting Tax withholding

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

14. Revenue Sharing Agreements

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

15. 2011 8955-SSA

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

16. controlled group

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

17. Foreigner working in US

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

18. New company being formed

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

19. Offshore Outsourcing of Qualified Plan Admin

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

20. Prohibited Transaction?

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

21. Maximizing Retirement Plan Contributions

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

22. 408(b)(2) disclosures

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

23. Restoration of Forfeitures

    By DP, December 28, 2011
    • 7 replies
    • 2.1k views
    • 
    • DP
    • January 3, 2012

24. MP or TB Plans

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

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

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

26. Top Heavy - Change in ownership

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

27. Allocating earnings on pooled acct Money Purchase

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

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

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

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

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

30. Plan expense reimbursement question

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

31. 414(s) compensation

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

32. Health Insurance of a S corp Shareholder

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

33. 1099's for PS 58 Costs

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

34. Interns

    By Guest JMN, June 9, 2010
    • 19 replies
    • 7.6k views
    • 
    • ETA Consulting LLC
    • December 8, 2011

35. profit sharing plan contribution limits

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

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

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

37. Whole life insurance - fee disclosure

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

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

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

39. Income to plan as a result of Revenue Sharing Agreement

    By katieinny, November 17, 2011
    • 2 replies
    • 971 views
    • 
    • katieinny
    • November 17, 2011

40. Predecessor Employer - Not specific ER, but Industry?

    By Guest QKA2004, November 11, 2011
    • 0 replies
    • 841 views
    • 
    • Guest
    • November 11, 2011

41. Eligible Employee Opt Out of Retirement Benefits

    By waid10, November 8, 2011
    • 3 replies
    • 2.6k views
    • 
    • Kevin C
    • November 9, 2011

42. and the limits should be...

    By Tom Poje, October 19, 2011
    • 14 replies
    • 2.5k views
    • 
    • Tom Poje
    • November 8, 2011

43. Employer will not correct plan defects

    By shERPA, November 4, 2011
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • November 7, 2011

44. Vesting in Combo DB/DC

    By Doghouse, November 2, 2011
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 3, 2011

45. Holding of Pension Payments

    By Guest dkl2214, October 27, 2011
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2011

46. Service provider and participant fee disclosures

    By Belgarath, October 26, 2011
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • October 28, 2011

47. Benefit accruals

    By Guest Salvador A Mander, October 24, 2011
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 24, 2011

48. Definition of Compensation in 401(a)(4) Testing (BRF)

    By Guest amg49, October 20, 2011
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • October 21, 2011

49. employer changed mind about profit sharing contribution

    By K2retire, October 17, 2011
    • 7 replies
    • 2.5k views
    • 
    • Bird
    • October 19, 2011

50. estimated increases in the limits

    By Tom Poje, August 18, 2011
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • October 14, 2011