Retirement Plans in General

5,764 topics in this forum

1. Plan expenses

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

2. 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

3. Immediate Eligibility Date before Plan Effective Date?

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

4. How long can a MPP plan be frozen?

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

5. Rehired EE matter gets complicated by prior document language

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

6. 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

7. 267 attribution

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

8. Life Insurance in DC Plan

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

9. Employee rehired after 11 years

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

10. Earned Income Calculation

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

11. 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

12. Compensation definition question

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

13. PEO changes providers

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

14. New Audit feature?

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

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

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

16. Years of Service for allocation purposes

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

17. service agreements

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

18. Allocation of Costs to Specific Plan Asset

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

19. Failure to satisfy fidelity bond requirements

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

20. Controlled Group Question

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

21. 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

22. Timely Mailing Treated as Timely Filing

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

23. Timely Mailing Treated as Timely Filing

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

24. Participating Employer / Affiliated Service Group

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

25. Another 408(b)(2) question

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

26. 408(b)(2) regs

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

27. Top Heavy DB plans

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

28. PS Contribution in 401(k) Plan

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

29. Non US Citizen in 401k plan

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

30. When is an employee terminated?

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

31. Another Hardship Question

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

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

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

33. RMD mandatory pre- or post- rollover?

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

34. QROPS Anyone

    By Appleby, May 23, 2007
    • 24 replies
    • 10.9k views
    • 
    • Guest
    • August 5, 2011

35. Different Eligibility for Plan Participants

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

36. Controlled Group - Form 5500-SF

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

37. "First Day/Last Day Requirement"

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

38. Rollover employer stock to IRA

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

39. Controlled Group and Coverage

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

40. GAO Fee Survey

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

41. 8955-SSA "Special Extension" box

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

42. Form 8955-SSA

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

43. Rollovers

    By Guest Golden401k, June 15, 2011
    • 7 replies
    • 1.4k views
    • 
    • PensionPro
    • June 21, 2011

44. QROPS Pension transfers

    By Guest expatworld, June 20, 2011
    • 0 replies
    • 848 views
    • 
    • Guest
    • June 20, 2011

45. Multiple Employer Plan & Top heavy test

    By Guest Amy Marie, June 14, 2011
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 20, 2011

46. Prevailing Wage and Top Heavy

    By perkinsran, June 17, 2011
    • 1 reply
    • 1.7k views
    • 
    • rcline46
    • June 17, 2011

47. Another ASG question

    By rcline46, June 16, 2011
    • 0 replies
    • 806 views
    • 
    • rcline46
    • June 16, 2011

48. Oh, Good Grief !

    By Andy the Actuary, June 8, 2011
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 10, 2011

49. Controlled Group-beneficiary of trust as common owner?

    By AndrewZ, June 10, 2011
    • 0 replies
    • 1.4k views
    • 
    • AndrewZ
    • June 10, 2011

50. Refunding Health Deductions from DB Plans

    By Guest Gopherwhisperer, June 9, 2011
    • 0 replies
    • 740 views
    • 
    • Guest
    • June 9, 2011