Retirement Plans in General

5,811 topics in this forum

1. self dealing prohibited transaction

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

2. RMDs- definition of "retired"

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

3. EBSA Audit

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

4. Multiple employer plan

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

5. Order of disqualification

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

6. Participant Statements

   By Nassau, May 17, 2011
   • 1 reply
   • 1.1k views
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   • Bird
   • May 18, 2011

7. Maximum employer contribution limit

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

8. Irrevocable Life Insurance Trust

   By QNPG, May 6, 2011
   • 8 replies
   • 1.7k views
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   • Bird
   • May 13, 2011

9. Purchase of Real Estate in a Qualified Plan

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

10. Husband-Wife each owning businesses

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

11. Early 5500 Filing

    By Cynchbeast, May 11, 2011
    • 2 replies
    • 1.2k views
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    • SMB
    • May 12, 2011

12. Determination Letter Process

    By IRA, May 12, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 12, 2011

13. Late year amendment and vesting

    By MoShawn, May 11, 2011
    • 3 replies
    • 1k views
    • 
    • Guest
    • May 11, 2011

14. 501(c)(3) forms?

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

15. Who's the employer?

    By gregburst, May 4, 2011
    • 0 replies
    • 1k views
    • 
    • gregburst
    • May 4, 2011

16. Plan of Association

    By Guest Sieve, May 2, 2011
    • 3 replies
    • 1k views
    • 
    • rcline46
    • May 3, 2011

17. Prohibited Transaction

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

18. The Noninvolved Spouse Exception to Attribution

    By Oh so SIMPLE, May 1, 2011
    • 4 replies
    • 2.9k views
    • 
    • PensionPro
    • May 2, 2011

19. Eligibility condition

    By Tot, May 2, 2011
    • 4 replies
    • 1k views
    • 
    • QNPG
    • May 2, 2011

20. max compensation for points allocation

    By M Norton, April 25, 2011
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • April 25, 2011

21. Status of Fee Disclosure Regs

    By Laura Harrington, April 27, 2009
    • 1 reply
    • 1.6k views
    • 
    • TPApril
    • April 22, 2011

22. Scope of DOL Audit

    By Guest Jill41402, April 6, 2011
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 19, 2011

23. indexed limits

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

24. Canadian Trustee of a US plan?

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

25. Company Transaction

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

26. controlled group

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

27. Controlled Group for 415 limits

    By Young Curmudgeon, April 1, 2011
    • 1 reply
    • 1.6k views
    • 
    • QNPG
    • April 1, 2011

28. Affiliated service group or controlled group or both

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

29. Earned Income

    By TBob, February 25, 2011
    • 6 replies
    • 1.6k views
    • 
    • K2retire
    • March 25, 2011

30. sched C income from 2 sources

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

31. PS 58 costs never reported

    By ombskid, March 22, 2011
    • 5 replies
    • 15.6k views
    • 
    • rcline46
    • March 23, 2011

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

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

33. Controlled Group - Husband and Wife

    By Guest anth, March 20, 2011
    • 6 replies
    • 6.9k views
    • 
    • Guest
    • March 22, 2011

34. Sole prop and self employed health insurance deduction

    By Belgarath, March 18, 2011
    • 3 replies
    • 1.1k views
    • 
    • Belgarath
    • March 22, 2011

35. Permissively Aggregate with a Union Plan

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

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

    By katieinny, March 2, 2011
    • 3 replies
    • 1.3k views
    • 
    • PensionPro
    • March 21, 2011

37. robbing from peter to pay paul

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

38. Legal Industry-Standard Retirement Age

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

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

    By Oh so SIMPLE, March 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 18, 2011

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

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

41. "Valid" extension for contribution deadline

    By Jim Norman, March 15, 2011
    • 2 replies
    • 3.7k views
    • 
    • Belgarath
    • March 15, 2011

42. new plan and eligibility

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

43. Excluded employees

    By John Feldt ERPA CPC QPA, March 10, 2011
    • 6 replies
    • 1.6k views
    • 
    • GMK
    • March 11, 2011

44. Service Contract Act

    By perkinsran, March 10, 2011
    • 0 replies
    • 1.5k views
    • 
    • perkinsran
    • March 10, 2011

45. Controlled group in community property state

    By Belgarath, March 9, 2011
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • March 9, 2011

46. DOL 401(k) Audit

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

47. OBRA 93 Amendment

    By rcline46, March 1, 2011
    • 0 replies
    • 1.4k views
    • 
    • rcline46
    • March 1, 2011

48. Change in plan sponsor

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

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

    By doombuggy, February 24, 2011
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • February 25, 2011

50. New sponsor

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