Retirement Plans in General

5,753 topics in this forum

1. Purchase of Real Estate in a Qualified Plan

   By Guest lthorne11, May 12, 2011
   • 2 replies
   • 1.6k views
   • 
   • masteff
   • May 12, 2011

2. Husband-Wife each owning businesses

   By John Feldt ERPA CPC QPA, May 12, 2011
   • 9 replies
   • 1.2k views
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   • John Feldt ERPA CPC QPA
   • May 12, 2011

3. Early 5500 Filing

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

4. Determination Letter Process

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

5. Late year amendment and vesting

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

6. 501(c)(3) forms?

   By Santo Gold, May 3, 2011
   • 3 replies
   • 1.4k views
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   • Santo Gold
   • May 5, 2011

7. Who's the employer?

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

8. Plan of Association

   By Guest Sieve, May 2, 2011
   • 3 replies
   • 980 views
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   • rcline46
   • May 3, 2011

9. Prohibited Transaction

   By Fielding Mellish, April 27, 2011
   • 3 replies
   • 1.1k views
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   • Ron Snyder
   • May 2, 2011

10. The Noninvolved Spouse Exception to Attribution

    By Oh so SIMPLE, May 1, 2011
    • 4 replies
    • 2.7k views
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    • PensionPro
    • May 2, 2011

11. Eligibility condition

    By Tot, May 2, 2011
    • 4 replies
    • 949 views
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    • QNPG
    • May 2, 2011

12. max compensation for points allocation

    By M Norton, April 25, 2011
    • 6 replies
    • 1.1k views
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    • ESOP Guy
    • April 25, 2011

13. Status of Fee Disclosure Regs

    By Laura Harrington, April 27, 2009
    • 1 reply
    • 1.5k views
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    • TPApril
    • April 22, 2011

14. Scope of DOL Audit

    By Guest Jill41402, April 6, 2011
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • April 19, 2011

15. indexed limits

    By Tom Poje, April 15, 2011
    • 0 replies
    • 824 views
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    • Tom Poje
    • April 15, 2011

16. Canadian Trustee of a US plan?

    By AlbanyConsultant, April 14, 2011
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 14, 2011

17. Company Transaction

    By Guest srwatts, April 12, 2011
    • 1 reply
    • 10.1k views
    • 
    • Guest
    • April 12, 2011

18. controlled group

    By thepensionmaven, April 6, 2011
    • 0 replies
    • 879 views
    • 
    • thepensionmaven
    • April 6, 2011

19. Controlled Group for 415 limits

    By Young Curmudgeon, April 1, 2011
    • 1 reply
    • 1.5k views
    • 
    • QNPG
    • April 1, 2011

20. Affiliated service group or controlled group or both

    By Guest 3rdGEN, March 24, 2011
    • 7 replies
    • 2.8k views
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    • PensionPro
    • March 28, 2011

21. Earned Income

    By TBob, February 25, 2011
    • 6 replies
    • 1.5k views
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    • K2retire
    • March 25, 2011

22. sched C income from 2 sources

    By suzeq4ever, March 24, 2011
    • 0 replies
    • 1.4k views
    • 
    • suzeq4ever
    • March 24, 2011

23. PS 58 costs never reported

    By ombskid, March 22, 2011
    • 5 replies
    • 15.1k views
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    • rcline46
    • March 23, 2011

24. Owner wants to pay his SDBA fees through Personal Acct

    By KateSmithPA, March 22, 2011
    • 1 reply
    • 940 views
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    • QDROphile
    • March 22, 2011

25. Controlled Group - Husband and Wife

    By Guest anth, March 20, 2011
    • 6 replies
    • 6.8k views
    • 
    • Guest
    • March 22, 2011

26. Sole prop and self employed health insurance deduction

    By Belgarath, March 18, 2011
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • March 22, 2011

27. Permissively Aggregate with a Union Plan

    By Oh so SIMPLE, March 21, 2011
    • 1 reply
    • 909 views
    • 
    • PensionPro
    • March 21, 2011

28. Controlled group doesn't exist after all, but treated as one for several years

    By katieinny, March 2, 2011
    • 3 replies
    • 1.2k views
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    • PensionPro
    • March 21, 2011

29. robbing from peter to pay paul

    By Guest n00b_9, March 19, 2011
    • 0 replies
    • 774 views
    • 
    • Guest
    • March 19, 2011

30. Legal Industry-Standard Retirement Age

    By Oh so SIMPLE, March 18, 2011
    • 0 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • March 18, 2011

31. Fixing Too Low of an NRA, at this late date

    By Oh so SIMPLE, March 17, 2011
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 18, 2011

32. Best Format for Submitting multiple documents to EBSA/DOL?

    By ERISAatty, March 18, 2011
    • 0 replies
    • 734 views
    • 
    • ERISAatty
    • March 18, 2011

33. "Valid" extension for contribution deadline

    By Jim Norman, March 15, 2011
    • 2 replies
    • 3.6k views
    • 
    • Belgarath
    • March 15, 2011

34. new plan and eligibility

    By Tom Poje, March 15, 2011
    • 2 replies
    • 866 views
    • 
    • Tom Poje
    • March 15, 2011

35. Excluded employees

    By John Feldt ERPA CPC QPA, March 10, 2011
    • 6 replies
    • 1.5k views
    • 
    • GMK
    • March 11, 2011

36. Service Contract Act

    By perkinsran, March 10, 2011
    • 0 replies
    • 1.4k views
    • 
    • perkinsran
    • March 10, 2011

37. Controlled group in community property state

    By Belgarath, March 9, 2011
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • March 9, 2011

38. DOL 401(k) Audit

    By Guest amg49, March 3, 2011
    • 1 reply
    • 1.2k views
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    • Bill Presson
    • March 3, 2011

39. OBRA 93 Amendment

    By rcline46, March 1, 2011
    • 0 replies
    • 1.3k views
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    • rcline46
    • March 1, 2011

40. Change in plan sponsor

    By MoShawn, February 28, 2011
    • 4 replies
    • 3.8k views
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    • david rigby
    • February 28, 2011

41. Trustee of PSP wants to purchase land with plan assets

    By doombuggy, February 24, 2011
    • 1 reply
    • 1k views
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    • Peter Gulia
    • February 25, 2011

42. New sponsor

    By ombskid, February 24, 2011
    • 2 replies
    • 929 views
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    • ombskid
    • February 24, 2011

43. Distribution of an asset with $0 value

    By Guest Dave Peckham, February 23, 2011
    • 1 reply
    • 932 views
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    • mbozek
    • February 24, 2011

44. Restorative Payments

    By Guest ERISAAAAH, February 22, 2011
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 22, 2011

45. Nondiscrimination testing

    By Guest MJ1, February 21, 2011
    • 3 replies
    • 1.6k views
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    • PensionPro
    • February 21, 2011

46. §401(a)(13) Issue

    By chris, February 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • chris
    • February 18, 2011

47. Nondiscrimination Testing/5500 Required?

    By Guest Stacey Potts, February 16, 2011
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 16, 2011

48. Trustee in personal bankruptcy

    By Oh so SIMPLE, February 15, 2011
    • 1 reply
    • 927 views
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    • Ron Snyder
    • February 15, 2011

49. Controlled Group

    By Guest naveen, February 15, 2011
    • 0 replies
    • 772 views
    • 
    • Guest
    • February 15, 2011

50. Determination Letter Schedule Q

    By Just Me, February 14, 2011
    • 0 replies
    • 946 views
    • 
    • Just Me
    • February 14, 2011