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Retirement Plans in General

5,817 topics in this forum

  1. what is the advantage of a directed trustee?

    By K2retire,
    • 1 reply
    • 1.4k views

  2. Compensation limit for short initial plan year

    By Sully,
    • 3 replies
    • 2.7k views

  3. 408(b)2 Reporting Period

    By kwalified,
    • 18 replies
    • 3k views
    • Guest
    • Guest

  4. Group Trust Determination Letter

    By Guest ERISAQUEEN,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  5. Multiple Employer Plan

    By Guest benefitsgirl,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

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

    By jkharvey,
    • 5 replies
    • 2.8k views

  7. Non-equity partners

    By BG5150,
    • 1 reply
    • 2k views

  8. Employer withdrawal of profit sharing contribuiton?

    By Anonymoose,
    • 3 replies
    • 2.3k views

  9. ERISA Bond for Single Employee Plan?

    By GrammieMame,
    • 1 reply
    • 1.2k views

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

    By Gudgergirl,
    • 6 replies
    • 2.3k views

  11. Controlled Group

    By jpod,
    • 3 replies
    • 1.1k views

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

    By Guest TomB432,
    • 4 replies
    • 2.4k views
    • Guest
    • Guest

  13. Fiduciary requirements

    By Belgarath,
    • 0 replies
    • 812 views

  14. Bonding Question

    By mming,
    • 4 replies
    • 1.6k views

  15. Fee disclosures

    By B21,
    • 0 replies
    • 834 views

  16. Social Security Benefits and Retirement Assets

    By PensionPro,
    • 4 replies
    • 1k views

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

    By chris,
    • 1 reply
    • 1.4k views

  18. Private Company Stock in PS Plan

    By Guest vgallo,
    • 3 replies
    • 1.9k views

  19. 10% shareholder -- ERISA 3(14)(H)

    By Guest RGH2,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  20. emploer reimbursing plan

    By Santo Gold,
    • 2 replies
    • 867 views

  21. Rule of Parity / BIS Question

    By KCA,
    • 2 replies
    • 3.4k views

  22. Nondiscrimination testing

    By Belgarath,
    • 6 replies
    • 1.5k views

  23. "Nonvested Participant" definition

    By rosskeene,
    • 7 replies
    • 3.3k views

  24. Two Planners conflicting information on Controlled Groups

    By Guest Wesmon,
    • 12 replies
    • 2k views

  25. About to Retire

    By Guest charlesperry,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  26. Permitted beneficiary for life insurance in DB plan

    By Guest Dave Peckham,
    • 1 reply
    • 961 views

  27. Slam Dunk Control Group

    By K-t-F,
    • 4 replies
    • 1k views

  28. doctor owner who is not independent contractor

    By AKconsult,
    • 4 replies
    • 1.3k views

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

    By Belgarath,
    • 1 reply
    • 870 views

  30. Participant fee disclosures

    By Guest Jennyb473,
    • 0 replies
    • 879 views
    • Guest
    • Guest

  31. 408(b)2 and 404(a) for Trusteed Pooled Plans

    By rfahey,
    • 1 reply
    • 1.5k views

  32. Valuation Date for Quarterly Benefit Statements

    By J Simmons,
    • 14 replies
    • 3.8k views
    • Guest
    • Guest

  33. Top Heavy

    By dmb,
    • 0 replies
    • 922 views
    • dmb
    • dmb

  34. ASPPA website down

    By movedon,
    • 3 replies
    • 1k views

  35. After-tax Contributions

    By Nassau,
    • 1 reply
    • 829 views

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

    By Santo Gold,
    • 1 reply
    • 886 views

  37. Deving comp from W2's

    By BG5150,
    • 4 replies
    • 1.4k views

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

    By Guest On Hiatus,
    • 1 reply
    • 3.5k views

  39. 415 excesses--why deferrals first?

    By BG5150,
    • 3 replies
    • 1.1k views

  40. UBTI

    By B21,
    • 2 replies
    • 1.5k views

  41. Plan Comp Limit when accrual period < 12 months

    By Guest KennyH,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  42. 500 / 1000 hour rule

    By rfahey,
    • 8 replies
    • 4.8k views

  43. Is it ever imprudent to get rid of a service provider that can't meet an information request?

    By Peter Gulia,
    • 2 replies
    • 960 views

  44. IRS Audit

    By Lou S.,
    • 1 reply
    • 1.4k views

  45. Multiple Retirement Plans

    By Guest Benny Guy,
    • 13 replies
    • 2.4k views
    • Guest
    • Guest

  46. Different eligibility requirements for different classes of employees

    By AKconsult,
    • 3 replies
    • 1.2k views

  47. Incidental Limit calc on premium or just cost

    By Tina W,
    • 6 replies
    • 1.8k views

  48. Strategic Sale of Overfunded DB Plan

    By Guest billyj,
    • 1 reply
    • 3.1k views

  49. Focus Group for new entrepreneurial TPA's

    By chuTzPA,
    • 0 replies
    • 1.4k views

  50. 404(a)/408(b) required for pooled accounts?

    By kwalified,
    • 5 replies
    • 1.5k views
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