Retirement Plans in General

5,772 topics in this forum

1. Strategic Sale of Overfunded DB Plan

   By Guest billyj, December 28, 2011
   • 1 reply
   • 2.9k views
   • 
   • Ron Snyder
   • March 16, 2012

2. Restoration of Forfeitures

   By DP, December 28, 2011
   • 7 replies
   • 2.1k views
   • 
   • DP
   • January 3, 2012

3. MP or TB Plans

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

4. Top Heavy - Change in ownership

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

5. Allocating earnings on pooled acct Money Purchase

   By kwalified, December 22, 2011
   • 2 replies
   • 1.4k views
   • 
   • Bird
   • December 22, 2011

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

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

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

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

8. Family Attribution - Terminated Key

   By jmartin, December 19, 2011
   • 5 replies
   • 2k views
   • 
   • jmartin
   • February 26, 2014

9. Plan expense reimbursement question

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

10. Contract work for a TPA

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

11. Prohibited Transaction?

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

12. 414(s) compensation

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

13. 1099's for PS 58 Costs

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

14. profit sharing plan contribution limits

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

15. Health Insurance of a S corp Shareholder

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

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

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

17. Whole life insurance - fee disclosure

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

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

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

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

    By Guest Rosey Langham, November 18, 2011
    • 1 reply
    • 7.1k views
    • 
    • QDROphile
    • November 18, 2011

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

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

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

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

22. Eligible Employee Opt Out of Retirement Benefits

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

23. Employer will not correct plan defects

    By shERPA, November 4, 2011
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • November 7, 2011

24. Vesting in Combo DB/DC

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

25. Holding of Pension Payments

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

26. Service provider and participant fee disclosures

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

27. Benefit accruals

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

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

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

29. and the limits should be...

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

30. employer changed mind about profit sharing contribution

    By K2retire, October 17, 2011
    • 7 replies
    • 2.6k views
    • 
    • Bird
    • October 19, 2011

31. Plan expenses

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

32. 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

33. Immediate Eligibility Date before Plan Effective Date?

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

34. How long can a MPP plan be frozen?

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

35. Rehired EE matter gets complicated by prior document language

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

36. 267 attribution

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

37. 408(b)(2) Reasonable Contract or Arrangement

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

38. Life Insurance in DC Plan

    By MarZDoates, September 27, 2011
    • 12 replies
    • 2.1k views
    • 
    • Bill Presson
    • September 29, 2011

39. Puerto Rico Resident

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

40. Employee rehired after 11 years

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

41. Earned Income Calculation

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

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

    By tertue, September 22, 2011
    • 4 replies
    • 3.6k views
    • 
    • Bird
    • September 22, 2011

43. PEO changes providers

    By Guest Sieve, September 21, 2011
    • 1 reply
    • 864 views
    • 
    • Bird
    • September 22, 2011

44. Compensation definition question

    By Guest jc1457, September 21, 2011
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • September 22, 2011

45. New Audit feature?

    By rcline46, September 21, 2011
    • 0 replies
    • 1.1k views
    • 
    • rcline46
    • September 21, 2011

46. Applicable deadline for DL application for amended volume submitter defined contribution plan

    By Guest tm3333, September 19, 2011
    • 0 replies
    • 912 views
    • 
    • Guest
    • September 19, 2011

47. Years of Service for allocation purposes

    By Gudgergirl, September 16, 2011
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 16, 2011

48. service agreements

    By Scuba 401, September 8, 2011
    • 0 replies
    • 987 views
    • 
    • Scuba 401
    • September 8, 2011

49. Allocation of Costs to Specific Plan Asset

    By Guest Smokin, September 7, 2011
    • 2 replies
    • 844 views
    • 
    • Guest
    • September 8, 2011

50. Controlled Group Question

    By John Feldt ERPA CPC QPA, September 2, 2011
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • September 3, 2011