Retirement Plans in General

5,802 topics in this forum

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

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

2. Private Company Stock in PS Plan

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

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

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

4. emploer reimbursing plan

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

5. Rule of Parity / BIS Question

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

6. Nondiscrimination testing

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

7. "Nonvested Participant" definition

   By rosskeene, April 24, 2012
   • 7 replies
   • 3.2k views
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   • Hojo
   • May 16, 2012

8. Two Planners conflicting information on Controlled Groups

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

9. About to Retire

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

10. Permitted beneficiary for life insurance in DB plan

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

11. Slam Dunk Control Group

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

12. doctor owner who is not independent contractor

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

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

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

14. Participant fee disclosures

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

15. 408(b)2 and 404(a) for Trusteed Pooled Plans

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

16. Valuation Date for Quarterly Benefit Statements

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

17. Top Heavy

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

18. ASPPA website down

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

19. After-tax Contributions

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

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

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

21. Deving comp from W2's

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

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

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

23. 415 excesses--why deferrals first?

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

24. UBTI

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

25. Plan Comp Limit when accrual period < 12 months

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

26. 500 / 1000 hour rule

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

27. 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
    • 925 views
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    • Peter Gulia
    • April 3, 2012

28. IRS Audit

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

29. Multiple Retirement Plans

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

30. Different eligibility requirements for different classes of employees

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

31. Incidental Limit calc on premium or just cost

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

32. Strategic Sale of Overfunded DB Plan

    By Guest billyj, December 28, 2011
    • 1 reply
    • 3k views
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    • Ron Snyder
    • March 16, 2012

33. 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

34. 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

35. Balance restored after repaying dist

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

36. Puerto Rico Resident

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

37. Why Is It So Hard to Find Administrators

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

38. Contract work for a TPA

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

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

    By Peter Gulia, February 16, 2012
    • 3 replies
    • 1.8k views
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    • GMK
    • February 16, 2012

40. Administrators: Exempt Employees?

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

41. QSLOB

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

42. timing for allocating employer contribution

    By Scuba 401, September 15, 2010
    • 7 replies
    • 2.1k views
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    • TPApril
    • February 10, 2012

43. IRS Audit

    By DP, February 7, 2012
    • 3 replies
    • 1.4k views
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    • QDROphile
    • February 8, 2012

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

    By Guest Enda80, April 19, 2008
    • 3 replies
    • 6.3k views
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    • K2retire
    • February 8, 2012

45. Restorative Payments

    By Guest kveldenator, February 7, 2012
    • 0 replies
    • 1k views
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    • Guest
    • February 7, 2012

46. Earnings Calculations for missed deferrals

    By Nassau, February 6, 2012
    • 0 replies
    • 1.1k views
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    • Nassau
    • February 6, 2012

47. Pension Distribution Issued after Death

    By Guest mabrick, February 6, 2012
    • 6 replies
    • 4.8k views
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    • Guest
    • February 6, 2012

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

    By katieinny, February 3, 2012
    • 3 replies
    • 1.3k views
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    • Lou S.
    • February 3, 2012

49. PEO retirement plan

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

50. New Form 2848

    By John Feldt ERPA CPC QPA, January 19, 2012
    • 2 replies
    • 1.6k views
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    • Lou S.
    • January 23, 2012