Retirement Plans in General

5,796 topics in this forum

1. Failure to satisfy fidelity bond requirements

   By Guest tm3333, September 2, 2011
   • 8 replies
   • 7.9k views
   • 
   • Peter Gulia
   • September 7, 2011

2. Controlled Group Question

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

3. 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

4. Timely Mailing Treated as Timely Filing

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

5. Timely Mailing Treated as Timely Filing

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

6. Participating Employer / Affiliated Service Group

   By mming, July 28, 2011
   • 2 replies
   • 1.7k views
   • 
   • mming
   • August 30, 2011

7. Another 408(b)(2) question

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

8. 408(b)(2) regs

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

9. Top Heavy DB plans

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

10. PS Contribution in 401(k) Plan

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

11. Non US Citizen in 401k plan

    By jmartin, August 17, 2011
    • 3 replies
    • 9.6k views
    • 
    • Guest
    • August 17, 2011

12. When is an employee terminated?

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

13. Another Hardship Question

    By Oh so SIMPLE, September 23, 2010
    • 11 replies
    • 2.4k views
    • 
    • Guest
    • August 11, 2011

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

    By Guest GmcyWT, August 10, 2011
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 10, 2011

15. RMD mandatory pre- or post- rollover?

    By Guest jbergstrom, August 8, 2011
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 9, 2011

16. QROPS Anyone

    By Appleby, May 23, 2007
    • 24 replies
    • 11.2k views
    • 
    • Guest
    • August 5, 2011

17. Different Eligibility for Plan Participants

    By suzeq4ever, April 29, 2011
    • 12 replies
    • 10.5k views
    • 
    • Kevin C
    • August 3, 2011

18. Controlled Group - Form 5500-SF

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

19. "First Day/Last Day Requirement"

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

20. Rollover employer stock to IRA

    By Guest JM123, December 10, 2009
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • July 12, 2011

21. Controlled Group and Coverage

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

22. GAO Fee Survey

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

23. 8955-SSA "Special Extension" box

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

24. Form 8955-SSA

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

25. Rollovers

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

26. QROPS Pension transfers

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

27. Multiple Employer Plan & Top heavy test

    By Guest Amy Marie, June 14, 2011
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • June 20, 2011

28. Prevailing Wage and Top Heavy

    By perkinsran, June 17, 2011
    • 1 reply
    • 1.8k views
    • 
    • rcline46
    • June 17, 2011

29. Another ASG question

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

30. Oh, Good Grief !

    By Andy the Actuary, June 8, 2011
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • June 10, 2011

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

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

32. Refunding Health Deductions from DB Plans

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

33. Technology Industry Retirement Plan Statistics

    By Guest kabushnell, June 8, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2011

34. Rehire of employee who elected out of plan

    By Guest Peggy806, May 31, 2011
    • 14 replies
    • 4.6k views
    • 
    • Belgarath
    • June 3, 2011

35. Determination of benefits data/records - Retention

    By Nassau, May 31, 2011
    • 0 replies
    • 915 views
    • 
    • Nassau
    • May 31, 2011

36. self dealing prohibited transaction

    By R. Butler, May 20, 2011
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • May 25, 2011

37. RMDs- definition of "retired"

    By britoski, May 19, 2011
    • 2 replies
    • 2.7k views
    • 
    • QDROphile
    • May 20, 2011

38. EBSA Audit

    By Guest Jill41402, May 19, 2011
    • 0 replies
    • 960 views
    • 
    • Guest
    • May 19, 2011

39. Multiple employer plan

    By AKconsult, May 17, 2011
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • May 18, 2011

40. Order of disqualification

    By rcline46, May 17, 2011
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • May 18, 2011

41. Participant Statements

    By Nassau, May 17, 2011
    • 1 reply
    • 1k views
    • 
    • Bird
    • May 18, 2011

42. Maximum employer contribution limit

    By Guest Peggy806, May 17, 2011
    • 1 reply
    • 898 views
    • 
    • SheilaD
    • May 17, 2011

43. Irrevocable Life Insurance Trust

    By QNPG, May 6, 2011
    • 8 replies
    • 1.6k views
    • 
    • Bird
    • May 13, 2011

44. Purchase of Real Estate in a Qualified Plan

    By Guest lthorne11, May 12, 2011
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • May 12, 2011

45. Husband-Wife each owning businesses

    By John Feldt ERPA CPC QPA, May 12, 2011
    • 9 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 12, 2011

46. Early 5500 Filing

    By Cynchbeast, May 11, 2011
    • 2 replies
    • 1.1k views
    • 
    • SMB
    • May 12, 2011

47. Determination Letter Process

    By IRA, May 12, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • May 12, 2011

48. Late year amendment and vesting

    By MoShawn, May 11, 2011
    • 3 replies
    • 984 views
    • 
    • Guest
    • May 11, 2011

49. 501(c)(3) forms?

    By Santo Gold, May 3, 2011
    • 3 replies
    • 1.5k views
    • 
    • Santo Gold
    • May 5, 2011

50. Who's the employer?

    By gregburst, May 4, 2011
    • 0 replies
    • 995 views
    • 
    • gregburst
    • May 4, 2011