Retirement Plans in General

5,829 topics in this forum

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

   By jkharvey, August 16, 2012
   • 4 replies
   • 1.5k views
   • 
   • david rigby
   • August 17, 2012

2. IRS Determination letter - reviewer request

   By Belgarath, August 16, 2012
   • 2 replies
   • 1.2k views
   • 
   • Belgarath
   • August 16, 2012

3. Indexed limits

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

4. 410(b) for controlled group

   By Trekker, August 13, 2012
   • 3 replies
   • 1.9k views
   • 
   • Tom Poje
   • August 13, 2012

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

   By BG5150, August 10, 2012
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • August 13, 2012

6. Participant statements

   By BG5150, August 9, 2012
   • 2 replies
   • 1.1k views
   • 
   • BG5150
   • August 10, 2012

7. LLC/Employee issue in PS Plan

   By dmb, August 8, 2012
   • 3 replies
   • 1k views
   • 
   • rcline46
   • August 9, 2012

8. Employer Contribution in Cash

   By Dougsbpc, August 8, 2012
   • 5 replies
   • 1.4k views
   • 
   • shERPA
   • August 8, 2012

9. Section 415 language - multiple plans of one employer

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

10. Participant 404a fee disclosures

    By Belgarath, July 24, 2012
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • July 24, 2012

11. Fee "Reasonableness"

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

12. Same-Sex Marriage

    By Guest FLALADY, July 23, 2012
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • July 24, 2012

13. what is the advantage of a directed trustee?

    By K2retire, July 18, 2012
    • 1 reply
    • 1.5k views
    • 
    • MoJo
    • July 18, 2012

14. Compensation limit for short initial plan year

    By Sully, July 6, 2012
    • 3 replies
    • 2.9k views
    • 
    • Sully
    • July 9, 2012

15. 408(b)2 Reporting Period

    By kwalified, May 23, 2012
    • 18 replies
    • 3.2k views
    • 
    • Guest
    • July 2, 2012

16. Group Trust Determination Letter

    By Guest ERISAQUEEN, June 30, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 30, 2012

17. Multiple Employer Plan

    By Guest benefitsgirl, June 29, 2012
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 30, 2012

18. Does Freezing a Profit Sharing plan create short plan year

    By jkharvey, June 26, 2012
    • 5 replies
    • 3k views
    • 
    • ETA Consulting LLC
    • June 27, 2012

19. Non-equity partners

    By BG5150, June 22, 2012
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • June 23, 2012

20. Employer withdrawal of profit sharing contribuiton?

    By Anonymoose, March 28, 2011
    • 3 replies
    • 2.5k views
    • 
    • Mike Preston
    • June 21, 2012

21. ERISA Bond for Single Employee Plan?

    By GrammieMame, June 19, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • June 19, 2012

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

    By Gudgergirl, June 12, 2012
    • 6 replies
    • 2.5k views
    • 
    • Effen
    • June 18, 2012

23. Controlled Group

    By jpod, June 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

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

    By Guest TomB432, June 14, 2012
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • June 15, 2012

25. Fiduciary requirements

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

26. Bonding Question

    By mming, June 12, 2012
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 12, 2012

27. Fee disclosures

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

28. Social Security Benefits and Retirement Assets

    By PensionPro, June 6, 2012
    • 4 replies
    • 1.2k views
    • 
    • PensionPro
    • June 6, 2012

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

    By chris, June 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • June 5, 2012

30. Private Company Stock in PS Plan

    By Guest vgallo, May 29, 2012
    • 3 replies
    • 1.9k views
    • 
    • ESOP Guy
    • May 29, 2012

31. 10% shareholder -- ERISA 3(14)(H)

    By Guest RGH2, May 26, 2012
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2012

32. emploer reimbursing plan

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

33. Rule of Parity / BIS Question

    By KCA, May 24, 2012
    • 2 replies
    • 3.5k views
    • 
    • KCA
    • May 24, 2012

34. Nondiscrimination testing

    By Belgarath, May 21, 2012
    • 6 replies
    • 1.6k views
    • 
    • Belgarath
    • May 21, 2012

35. "Nonvested Participant" definition

    By rosskeene, April 24, 2012
    • 7 replies
    • 3.7k views
    • 
    • Hojo
    • May 16, 2012

36. Two Planners conflicting information on Controlled Groups

    By Guest Wesmon, May 11, 2012
    • 12 replies
    • 2.2k views
    • 
    • Mike Preston
    • May 16, 2012

37. About to Retire

    By Guest charlesperry, May 8, 2012
    • 5 replies
    • 2k views
    • 
    • Guest
    • May 9, 2012

38. Permitted beneficiary for life insurance in DB plan

    By Guest Dave Peckham, May 8, 2012
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • May 8, 2012

39. Slam Dunk Control Group

    By Basically, May 2, 2012
    • 4 replies
    • 1.1k views
    • 
    • Basically
    • May 3, 2012

40. doctor owner who is not independent contractor

    By AKconsult, April 27, 2012
    • 4 replies
    • 1.5k views
    • 
    • PensionPro
    • May 2, 2012

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

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

42. Participant fee disclosures

    By Guest Jennyb473, April 24, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 24, 2012

43. 408(b)2 and 404(a) for Trusteed Pooled Plans

    By rfahey, April 20, 2012
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • April 20, 2012

44. Valuation Date for Quarterly Benefit Statements

    By J Simmons, February 9, 2007
    • 14 replies
    • 4.1k views
    • 
    • Guest
    • April 19, 2012

45. Top Heavy

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

46. ASPPA website down

    By movedon, April 14, 2012
    • 3 replies
    • 1.1k views
    • 
    • movedon
    • April 16, 2012

47. After-tax Contributions

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

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

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

49. Deving comp from W2's

    By BG5150, April 11, 2012
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • April 11, 2012

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

    By Guest On Hiatus, April 10, 2012
    • 1 reply
    • 3.6k views
    • 
    • PensionPro
    • April 10, 2012