Retirement Plans in General

5,753 topics in this forum

1. New Form 2848

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

2. Reporting Tax withholding

   By imchipbrown, January 11, 2012
   • 5 replies
   • 1.1k views
   • 
   • Bird
   • January 20, 2012

3. Revenue Sharing Agreements

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

4. 2011 8955-SSA

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

5. controlled group

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

6. Foreigner working in US

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

7. New company being formed

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

8. Offshore Outsourcing of Qualified Plan Admin

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

9. Prohibited Transaction?

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

10. Maximizing Retirement Plan Contributions

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

11. 408(b)(2) disclosures

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

12. Restoration of Forfeitures

    By DP, December 28, 2011
    • 7 replies
    • 2k views
    • 
    • DP
    • January 3, 2012

13. MP or TB Plans

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

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

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

15. Top Heavy - Change in ownership

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

16. Allocating earnings on pooled acct Money Purchase

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

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

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

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

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

19. Plan expense reimbursement question

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

20. 414(s) compensation

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

21. Health Insurance of a S corp Shareholder

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

22. 1099's for PS 58 Costs

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

23. Interns

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

24. profit sharing plan contribution limits

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

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

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

26. Whole life insurance - fee disclosure

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

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

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

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

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

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

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

30. Eligible Employee Opt Out of Retirement Benefits

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

31. and the limits should be...

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

32. Employer will not correct plan defects

    By shERPA, November 4, 2011
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • November 7, 2011

33. Vesting in Combo DB/DC

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

34. Holding of Pension Payments

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

35. Service provider and participant fee disclosures

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

36. Benefit accruals

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

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

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

38. employer changed mind about profit sharing contribution

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

39. estimated increases in the limits

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

40. Plan expenses

    By Guest JMN, October 12, 2011
    • 4 replies
    • 963 views
    • 
    • QDROphile
    • October 13, 2011

41. Can a qualified plan (profit sharing) be custodied in trust account?

    By Guest LaurenG, October 11, 2011
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • October 12, 2011

42. Immediate Eligibility Date before Plan Effective Date?

    By Guest PCS Inc, October 7, 2011
    • 1 reply
    • 947 views
    • 
    • Guest
    • October 7, 2011

43. How long can a MPP plan be frozen?

    By Guest sugar daddy, October 4, 2011
    • 0 replies
    • 807 views
    • 
    • Guest
    • October 4, 2011

44. Rehired EE matter gets complicated by prior document language

    By katieinny, September 30, 2011
    • 5 replies
    • 1.4k views
    • 
    • katieinny
    • October 3, 2011

45. 408(b)(2) Reasonable Contract or Arrangement

    By J2D2, September 29, 2011
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • September 30, 2011

46. 267 attribution

    By R. Butler, September 29, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 30, 2011

47. Life Insurance in DC Plan

    By MarZDoates, September 27, 2011
    • 12 replies
    • 2k views
    • 
    • Bill Presson
    • September 29, 2011

48. Employee rehired after 11 years

    By katieinny, September 22, 2011
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • September 23, 2011

49. Earned Income Calculation

    By Guest Boots, September 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • September 22, 2011

50. Do all owners of a C Corp have to participate in a 401K

    By tertue, September 22, 2011
    • 4 replies
    • 3.5k views
    • 
    • Bird
    • September 22, 2011