Retirement Plans in General

5,772 topics in this forum

1. Employer will not correct plan defects

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

2. Vesting in Combo DB/DC

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

3. Holding of Pension Payments

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

4. Service provider and participant fee disclosures

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

5. Benefit accruals

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

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

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

7. employer changed mind about profit sharing contribution

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

8. estimated increases in the limits

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

9. Plan expenses

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

10. 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

11. Immediate Eligibility Date before Plan Effective Date?

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

12. How long can a MPP plan be frozen?

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

13. Rehired EE matter gets complicated by prior document language

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

14. 408(b)(2) Reasonable Contract or Arrangement

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

15. 267 attribution

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

16. Life Insurance in DC Plan

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

17. Employee rehired after 11 years

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

18. Earned Income Calculation

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

19. 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

20. Compensation definition question

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

21. PEO changes providers

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

22. New Audit feature?

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

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

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

24. Years of Service for allocation purposes

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

25. service agreements

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

26. Allocation of Costs to Specific Plan Asset

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

27. Failure to satisfy fidelity bond requirements

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

28. Controlled Group Question

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

29. 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

30. Timely Mailing Treated as Timely Filing

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

31. Timely Mailing Treated as Timely Filing

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

32. Participating Employer / Affiliated Service Group

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

33. Another 408(b)(2) question

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

34. 408(b)(2) regs

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

35. Top Heavy DB plans

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

36. PS Contribution in 401(k) Plan

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

37. Non US Citizen in 401k plan

    By jmartin, August 17, 2011
    • 3 replies
    • 9.4k views
    • 
    • Guest
    • August 17, 2011

38. When is an employee terminated?

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

39. Another Hardship Question

    By Oh so SIMPLE, September 23, 2010
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • August 11, 2011

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

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

41. RMD mandatory pre- or post- rollover?

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

42. QROPS Anyone

    By Appleby, May 23, 2007
    • 24 replies
    • 11k views
    • 
    • Guest
    • August 5, 2011

43. Different Eligibility for Plan Participants

    By suzeq4ever, April 29, 2011
    • 12 replies
    • 10.3k views
    • 
    • Kevin C
    • August 3, 2011

44. Controlled Group - Form 5500-SF

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

45. "First Day/Last Day Requirement"

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

46. Rollover employer stock to IRA

    By Guest JM123, December 10, 2009
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 12, 2011

47. Controlled Group and Coverage

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

48. GAO Fee Survey

    By Guest JohnCal, July 6, 2011
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • July 7, 2011

49. 8955-SSA "Special Extension" box

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

50. Form 8955-SSA

    By Belgarath, June 22, 2011
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • June 24, 2011