Retirement Plans in General

5,850 topics in this forum

1. Private Company Stock in PS Plan

   By Guest vgallo, May 29, 2012
   • 3 replies
   • 2k views
   • 
   • ESOP Guy
   • May 29, 2012

2. 10% shareholder -- ERISA 3(14)(H)

   By Guest RGH2, May 26, 2012
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • May 26, 2012

3. emploer reimbursing plan

   By Santo Gold, May 25, 2012
   • 2 replies
   • 1.2k views
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   • mbozek
   • May 26, 2012

4. Rule of Parity / BIS Question

   By KCA, May 24, 2012
   • 2 replies
   • 3.7k views
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   • KCA
   • May 24, 2012

5. Nondiscrimination testing

   By Belgarath, May 21, 2012
   • 6 replies
   • 1.8k views
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   • Belgarath
   • May 21, 2012

6. "Nonvested Participant" definition

   By rosskeene, April 24, 2012
   • 7 replies
   • 3.9k views
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   • Hojo
   • May 16, 2012

7. Two Planners conflicting information on Controlled Groups

   By Guest Wesmon, May 11, 2012
   • 12 replies
   • 2.5k views
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   • Mike Preston
   • May 16, 2012

8. About to Retire

   By Guest charlesperry, May 8, 2012
   • 5 replies
   • 2.1k views
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   • Guest
   • May 9, 2012

9. Permitted beneficiary for life insurance in DB plan

   By Guest Dave Peckham, May 8, 2012
   • 1 reply
   • 1.2k views
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   • rcline46
   • May 8, 2012

10. Slam Dunk Control Group

    By Basically, May 2, 2012
    • 4 replies
    • 1.3k views
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    • Basically
    • May 3, 2012

11. doctor owner who is not independent contractor

    By AKconsult, April 27, 2012
    • 4 replies
    • 1.7k views
    • 
    • PensionPro
    • May 2, 2012

12. Employee's normal entry date occurs while on medical leave

    By Belgarath, April 24, 2012
    • 1 reply
    • 1k views
    • 
    • PensionPro
    • April 24, 2012

13. Participant fee disclosures

    By Guest Jennyb473, April 24, 2012
    • 0 replies
    • 1.2k views
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    • Guest
    • April 24, 2012

14. 408(b)2 and 404(a) for Trusteed Pooled Plans

    By rfahey, April 20, 2012
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • April 20, 2012

15. Valuation Date for Quarterly Benefit Statements

    By J Simmons, February 9, 2007
    • 14 replies
    • 4.6k views
    • 
    • Guest
    • April 19, 2012

16. Top Heavy

    By dmb, April 16, 2012
    • 0 replies
    • 1.1k views
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    • dmb
    • April 16, 2012

17. ASPPA website down

    By movedon, April 14, 2012
    • 3 replies
    • 1.3k views
    • 
    • movedon
    • April 16, 2012

18. After-tax Contributions

    By Nassau, April 13, 2012
    • 1 reply
    • 1.1k views
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    • ETA Consulting LLC
    • April 13, 2012

19. adopting ER - are the owners HCE/Key?

    By Santo Gold, April 13, 2012
    • 1 reply
    • 1.1k views
    • 
    • Sully
    • April 13, 2012

20. Deving comp from W2's

    By BG5150, April 11, 2012
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • April 11, 2012

21. Hacienda Determination Letters -- Circular Letter 11-10

    By Guest On Hiatus, April 10, 2012
    • 1 reply
    • 3.7k views
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    • PensionPro
    • April 10, 2012

22. 415 excesses--why deferrals first?

    By BG5150, April 10, 2012
    • 3 replies
    • 1.5k views
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    • Tom Poje
    • April 10, 2012

23. UBTI

    By B21, March 21, 2012
    • 2 replies
    • 1.7k views
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    • Draper55
    • April 4, 2012

24. Plan Comp Limit when accrual period < 12 months

    By Guest KennyH, April 3, 2012
    • 0 replies
    • 1.5k views
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    • Guest
    • April 3, 2012

25. 500 / 1000 hour rule

    By rfahey, March 29, 2012
    • 8 replies
    • 5.3k views
    • 
    • Tom Poje
    • April 3, 2012

26. Is it ever imprudent to get rid of a service provider that can't meet an information request?

    By Peter Gulia, April 2, 2012
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • April 3, 2012

27. IRS Audit

    By Lou S., April 2, 2012
    • 1 reply
    • 1.6k views
    • 
    • PensionPro
    • April 2, 2012

28. Multiple Retirement Plans

    By Guest Benny Guy, February 7, 2012
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • April 2, 2012

29. Different eligibility requirements for different classes of employees

    By AKconsult, March 30, 2012
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 30, 2012

30. Incidental Limit calc on premium or just cost

    By Tina W, March 16, 2012
    • 6 replies
    • 2.2k views
    • 
    • Tina W
    • March 20, 2012

31. Strategic Sale of Overfunded DB Plan

    By Guest billyj, December 28, 2011
    • 1 reply
    • 3.4k views
    • 
    • Ron Snyder
    • March 16, 2012

32. Focus Group for new entrepreneurial TPA's

    By chuTzPA, March 15, 2012
    • 0 replies
    • 1.6k views
    • 
    • chuTzPA
    • March 15, 2012

33. 404(a)/408(b) required for pooled accounts?

    By kwalified, March 6, 2012
    • 5 replies
    • 1.9k views
    • 
    • kwalified
    • March 7, 2012

34. Balance restored after repaying dist

    By ESOP Guy, March 2, 2012
    • 4 replies
    • 1.5k views
    • 
    • ESOP Guy
    • March 5, 2012

35. Puerto Rico Resident

    By Nassau, September 26, 2011
    • 4 replies
    • 2.3k views
    • 
    • PensionPro
    • March 1, 2012

36. Why Is It So Hard to Find Administrators

    By ERISA1, February 22, 2012
    • 6 replies
    • 2.6k views
    • 
    • shERPA
    • February 24, 2012

37. Contract work for a TPA

    By HarleyBabe, December 13, 2011
    • 4 replies
    • 3k views
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    • movedon
    • February 19, 2012

38. Does anyone understand Vanguard's new small-plan package?

    By Peter Gulia, February 16, 2012
    • 3 replies
    • 2.1k views
    • 
    • GMK
    • February 16, 2012

39. Administrators: Exempt Employees?

    By Guest Corrections Questions, February 13, 2012
    • 1 reply
    • 1.4k views
    • 
    • K2retire
    • February 13, 2012

40. QSLOB

    By Guest JMN, February 13, 2012
    • 1 reply
    • 1.5k views
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    • ETA Consulting LLC
    • February 13, 2012

41. timing for allocating employer contribution

    By Scuba 401, September 15, 2010
    • 7 replies
    • 2.6k views
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    • TPApril
    • February 10, 2012

42. IRS Audit

    By DP, February 7, 2012
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • February 8, 2012

43. Merging money purchase plans into 401(k) or profit-sharing plans

    By Guest Enda80, April 19, 2008
    • 3 replies
    • 6.7k views
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    • K2retire
    • February 8, 2012

44. Restorative Payments

    By Guest kveldenator, February 7, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 7, 2012

45. Earnings Calculations for missed deferrals

    By Nassau, February 6, 2012
    • 0 replies
    • 1.4k views
    • 
    • Nassau
    • February 6, 2012

46. Pension Distribution Issued after Death

    By Guest mabrick, February 6, 2012
    • 6 replies
    • 5.2k views
    • 
    • Guest
    • February 6, 2012

47. Need help with controlled group questions since the purchase of a company's assets

    By katieinny, February 3, 2012
    • 3 replies
    • 1.7k views
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    • Lou S.
    • February 3, 2012

48. PEO retirement plan

    By Guest jim williams, January 30, 2012
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 30, 2012

49. New Form 2848

    By John Feldt ERPA CPC QPA, January 19, 2012
    • 2 replies
    • 1.9k views
    • 
    • Lou S.
    • January 23, 2012

50. Reporting Tax withholding

    By imchipbrown, January 11, 2012
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • January 20, 2012