Retirement Plans in General

5,811 topics in this forum

1. Employer withdrawal of profit sharing contribuiton?

   By Anonymoose, March 28, 2011
   • 3 replies
   • 2.3k views
   • 
   • Mike Preston
   • June 21, 2012

2. ERISA Bond for Single Employee Plan?

   By GrammieMame, June 19, 2012
   • 1 reply
   • 1.2k views
   • 
   • ETA Consulting LLC
   • June 19, 2012

3. DOL audit letter received - when to notify insurance carrier

   By Gudgergirl, June 12, 2012
   • 6 replies
   • 2.3k views
   • 
   • Effen
   • June 18, 2012

4. Controlled Group

   By jpod, June 15, 2012
   • 3 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • June 15, 2012

5. Affiliated Service Group (B-org with multiple FSOs)

   By Guest TomB432, June 14, 2012
   • 4 replies
   • 2.4k views
   • 
   • Guest
   • June 15, 2012

6. Fiduciary requirements

   By Belgarath, June 15, 2012
   • 0 replies
   • 796 views
   • 
   • Belgarath
   • June 15, 2012

7. Bonding Question

   By mming, June 12, 2012
   • 4 replies
   • 1.6k views
   • 
   • Tom Poje
   • June 12, 2012

8. Fee disclosures

   By B21, June 7, 2012
   • 0 replies
   • 821 views
   • 
   • B21
   • June 7, 2012

9. Social Security Benefits and Retirement Assets

   By PensionPro, June 6, 2012
   • 4 replies
   • 1k views
   • 
   • PensionPro
   • June 6, 2012

10. When Controlled Group Ends as to Member...

    By chris, June 5, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 5, 2012

11. Private Company Stock in PS Plan

    By Guest vgallo, May 29, 2012
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • May 29, 2012

12. 10% shareholder -- ERISA 3(14)(H)

    By Guest RGH2, May 26, 2012
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 26, 2012

13. emploer reimbursing plan

    By Santo Gold, May 25, 2012
    • 2 replies
    • 852 views
    • 
    • mbozek
    • May 26, 2012

14. Rule of Parity / BIS Question

    By KCA, May 24, 2012
    • 2 replies
    • 3.3k views
    • 
    • KCA
    • May 24, 2012

15. Nondiscrimination testing

    By Belgarath, May 21, 2012
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • May 21, 2012

16. "Nonvested Participant" definition

    By rosskeene, April 24, 2012
    • 7 replies
    • 3.3k views
    • 
    • Hojo
    • May 16, 2012

17. Two Planners conflicting information on Controlled Groups

    By Guest Wesmon, May 11, 2012
    • 12 replies
    • 2k views
    • 
    • Mike Preston
    • May 16, 2012

18. About to Retire

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

19. Permitted beneficiary for life insurance in DB plan

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

20. Slam Dunk Control Group

    By K-t-F, May 2, 2012
    • 4 replies
    • 1k views
    • 
    • K-t-F
    • May 3, 2012

21. doctor owner who is not independent contractor

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

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

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

23. Participant fee disclosures

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

24. 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

25. Valuation Date for Quarterly Benefit Statements

    By J Simmons, February 9, 2007
    • 14 replies
    • 3.7k views
    • 
    • Guest
    • April 19, 2012

26. Top Heavy

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

27. ASPPA website down

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

28. After-tax Contributions

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

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

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

30. Deving comp from W2's

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

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

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

32. 415 excesses--why deferrals first?

    By BG5150, April 10, 2012
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • April 10, 2012

33. UBTI

    By B21, March 21, 2012
    • 2 replies
    • 1.5k views
    • 
    • Draper55
    • April 4, 2012

34. Plan Comp Limit when accrual period < 12 months

    By Guest KennyH, April 3, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2012

35. 500 / 1000 hour rule

    By rfahey, March 29, 2012
    • 8 replies
    • 4.8k views
    • 
    • Tom Poje
    • April 3, 2012

36. 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
    • 943 views
    • 
    • Peter Gulia
    • April 3, 2012

37. IRS Audit

    By Lou S., April 2, 2012
    • 1 reply
    • 1.4k views
    • 
    • PensionPro
    • April 2, 2012

38. Multiple Retirement Plans

    By Guest Benny Guy, February 7, 2012
    • 13 replies
    • 2.4k views
    • 
    • Guest
    • April 2, 2012

39. Different eligibility requirements for different classes of employees

    By AKconsult, March 30, 2012
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 30, 2012

40. Incidental Limit calc on premium or just cost

    By Tina W, March 16, 2012
    • 6 replies
    • 1.8k views
    • 
    • Tina W
    • March 20, 2012

41. Strategic Sale of Overfunded DB Plan

    By Guest billyj, December 28, 2011
    • 1 reply
    • 3.1k views
    • 
    • Ron Snyder
    • March 16, 2012

42. Focus Group for new entrepreneurial TPA's

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

43. 404(a)/408(b) required for pooled accounts?

    By kwalified, March 6, 2012
    • 5 replies
    • 1.5k views
    • 
    • kwalified
    • March 7, 2012

44. Balance restored after repaying dist

    By ESOP Guy, March 2, 2012
    • 4 replies
    • 1k views
    • 
    • ESOP Guy
    • March 5, 2012

45. Puerto Rico Resident

    By Nassau, September 26, 2011
    • 4 replies
    • 1.9k views
    • 
    • PensionPro
    • March 1, 2012

46. Why Is It So Hard to Find Administrators

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

47. Contract work for a TPA

    By HarleyBabe, December 13, 2011
    • 4 replies
    • 2.6k views
    • 
    • movedon
    • February 19, 2012

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

    By Peter Gulia, February 16, 2012
    • 3 replies
    • 1.9k views
    • 
    • GMK
    • February 16, 2012

49. Administrators: Exempt Employees?

    By Guest Corrections Questions, February 13, 2012
    • 1 reply
    • 1.3k views
    • 
    • K2retire
    • February 13, 2012

50. QSLOB

    By Guest JMN, February 13, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 13, 2012