Retirement Plans in General

5,753 topics in this forum

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

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

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

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

3. Eligible Employee Opt Out of Retirement Benefits

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

4. Employer will not correct plan defects

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

5. Vesting in Combo DB/DC

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

6. Holding of Pension Payments

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

7. Service provider and participant fee disclosures

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

8. Benefit accruals

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

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

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

10. and the limits should be...

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

11. employer changed mind about profit sharing contribution

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

12. Plan expenses

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

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

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

14. Immediate Eligibility Date before Plan Effective Date?

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

15. How long can a MPP plan be frozen?

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

16. Rehired EE matter gets complicated by prior document language

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

17. 267 attribution

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

18. 408(b)(2) Reasonable Contract or Arrangement

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

19. Life Insurance in DC Plan

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

20. Puerto Rico Resident

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

21. Employee rehired after 11 years

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

22. Earned Income Calculation

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

23. 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

24. PEO changes providers

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

25. Compensation definition question

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

26. New Audit feature?

    By rcline46, September 21, 2011
    • 0 replies
    • 1k views
    • 
    • rcline46
    • September 21, 2011

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

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

28. Years of Service for allocation purposes

    By Gudgergirl, September 16, 2011
    • 2 replies
    • 1k views
    • 
    • Bird
    • September 16, 2011

29. service agreements

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

30. Allocation of Costs to Specific Plan Asset

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

31. Controlled Group Question

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

32. Failure to satisfy fidelity bond requirements

    By Guest tm3333, September 2, 2011
    • 8 replies
    • 7.7k views
    • 
    • Peter Gulia
    • September 7, 2011

33. new plan and vesting

    By John Feldt ERPA CPC QPA, September 1, 2011
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 2, 2011

34. Timely Mailing Treated as Timely Filing

    By Kevin C, August 31, 2011
    • 1 reply
    • 998 views
    • 
    • Guest
    • August 31, 2011

35. Timely Mailing Treated as Timely Filing

    By Kevin C, August 31, 2011
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • August 31, 2011

36. Another 408(b)(2) question

    By SMB, August 26, 2011
    • 0 replies
    • 901 views
    • 
    • SMB
    • August 26, 2011

37. 408(b)(2) regs

    By Guest JM123, August 26, 2011
    • 0 replies
    • 811 views
    • 
    • Guest
    • August 26, 2011

38. Top Heavy DB plans

    By Guest GaryGaryGary, August 25, 2011
    • 1 reply
    • 846 views
    • 
    • Lou S.
    • August 25, 2011

39. PS Contribution in 401(k) Plan

    By msmith, August 23, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 2011

40. estimated increases in the limits

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

41. Non US Citizen in 401k plan

    By jmartin, August 17, 2011
    • 3 replies
    • 9.3k views
    • 
    • Guest
    • August 17, 2011

42. When is an employee terminated?

    By AKconsult, August 16, 2011
    • 6 replies
    • 1.8k views
    • 
    • GMK
    • August 17, 2011

43. Beneficiary Designations Involving Minors -- Prohibit or Invalidate?

    By Guest GmcyWT, August 10, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • August 10, 2011

44. RMD mandatory pre- or post- rollover?

    By Guest jbergstrom, August 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 9, 2011

45. Controlled Group - Form 5500-SF

    By Guest MrsJones, August 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 3, 2011

46. "First Day/Last Day Requirement"

    By Guest Willy, August 1, 2011
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2011

47. Participating Employer / Affiliated Service Group

    By mming, July 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • mming
    • August 30, 2011

48. Controlled Group and Coverage

    By perkinsran, July 9, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • July 11, 2011

49. 8955-SSA "Special Extension" box

    By frizzyguy, July 6, 2011
    • 2 replies
    • 1.1k views
    • 
    • frizzyguy
    • July 6, 2011

50. GAO Fee Survey

    By Guest JohnCal, July 6, 2011
    • 2 replies
    • 1k views
    • 
    • pmacduff
    • July 7, 2011