Retirement Plans in General

5,829 topics in this forum

1. Different Eligibility for Plan Participants

   By suzeq4ever, April 29, 2011
   • 12 replies
   • 11.5k views
   • 
   • Kevin C
   • August 3, 2011

2. Controlled Group - Form 5500-SF

   By Guest MrsJones, August 2, 2011
   • 1 reply
   • 1.4k views
   • 
   • ETA Consulting LLC
   • August 3, 2011

3. "First Day/Last Day Requirement"

   By Guest Willy, August 1, 2011
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • August 1, 2011

4. Rollover employer stock to IRA

   By Guest JM123, December 10, 2009
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • July 12, 2011

5. Controlled Group and Coverage

   By perkinsran, July 9, 2011
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • July 11, 2011

6. GAO Fee Survey

   By Guest JohnCal, July 6, 2011
   • 2 replies
   • 1.2k views
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   • pmacduff
   • July 7, 2011

7. 8955-SSA "Special Extension" box

   By frizzyguy, July 6, 2011
   • 2 replies
   • 1.4k views
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   • frizzyguy
   • July 6, 2011

8. Form 8955-SSA

   By Belgarath, June 22, 2011
   • 1 reply
   • 1.4k views
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   • mbozek
   • June 24, 2011

9. Rollovers

   By Guest Golden401k, June 15, 2011
   • 7 replies
   • 1.6k views
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   • PensionPro
   • June 21, 2011

10. QROPS Pension transfers

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

11. Multiple Employer Plan & Top heavy test

    By Guest Amy Marie, June 14, 2011
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • June 20, 2011

12. Prevailing Wage and Top Heavy

    By perkinsran, June 17, 2011
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • June 17, 2011

13. Another ASG question

    By rcline46, June 16, 2011
    • 0 replies
    • 1k views
    • 
    • rcline46
    • June 16, 2011

14. Oh, Good Grief !

    By Andy the Actuary, June 8, 2011
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • June 10, 2011

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

    By AndrewZ, June 10, 2011
    • 0 replies
    • 1.6k views
    • 
    • AndrewZ
    • June 10, 2011

16. Refunding Health Deductions from DB Plans

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

17. Technology Industry Retirement Plan Statistics

    By Guest kabushnell, June 8, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 8, 2011

18. Rehire of employee who elected out of plan

    By Guest Peggy806, May 31, 2011
    • 14 replies
    • 5.1k views
    • 
    • Belgarath
    • June 3, 2011

19. Determination of benefits data/records - Retention

    By Nassau, May 31, 2011
    • 0 replies
    • 1k views
    • 
    • Nassau
    • May 31, 2011

20. self dealing prohibited transaction

    By R. Butler, May 20, 2011
    • 2 replies
    • 2.1k views
    • 
    • Kevin C
    • May 25, 2011

21. RMDs- definition of "retired"

    By britoski, May 19, 2011
    • 2 replies
    • 2.8k views
    • 
    • QDROphile
    • May 20, 2011

22. EBSA Audit

    By Guest Jill41402, May 19, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 19, 2011

23. Multiple employer plan

    By AKconsult, May 17, 2011
    • 3 replies
    • 1.6k views
    • 
    • PensionPro
    • May 18, 2011

24. Order of disqualification

    By rcline46, May 17, 2011
    • 4 replies
    • 1.5k views
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    • rcline46
    • May 18, 2011

25. Participant Statements

    By Nassau, May 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • May 18, 2011

26. Maximum employer contribution limit

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

27. Irrevocable Life Insurance Trust

    By QNPG, May 6, 2011
    • 8 replies
    • 2k views
    • 
    • Bird
    • May 13, 2011

28. Purchase of Real Estate in a Qualified Plan

    By Guest lthorne11, May 12, 2011
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • May 12, 2011

29. Husband-Wife each owning businesses

    By John Feldt ERPA CPC QPA, May 12, 2011
    • 9 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 12, 2011

30. Early 5500 Filing

    By Cynchbeast, May 11, 2011
    • 2 replies
    • 1.3k views
    • 
    • SMB
    • May 12, 2011

31. Determination Letter Process

    By IRA, May 12, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 12, 2011

32. Late year amendment and vesting

    By MoShawn, May 11, 2011
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • May 11, 2011

33. 501(c)(3) forms?

    By Santo Gold, May 3, 2011
    • 3 replies
    • 1.6k views
    • 
    • Santo Gold
    • May 5, 2011

34. Who's the employer?

    By gregburst, May 4, 2011
    • 0 replies
    • 1.1k views
    • 
    • gregburst
    • May 4, 2011

35. Plan of Association

    By Guest Sieve, May 2, 2011
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • May 3, 2011

36. Prohibited Transaction

    By Fielding Mellish, April 27, 2011
    • 3 replies
    • 1.3k views
    • 
    • Ron Snyder
    • May 2, 2011

37. The Noninvolved Spouse Exception to Attribution

    By Oh so SIMPLE, May 1, 2011
    • 4 replies
    • 3.4k views
    • 
    • PensionPro
    • May 2, 2011

38. Eligibility condition

    By Tot, May 2, 2011
    • 4 replies
    • 1.2k views
    • 
    • QNPG
    • May 2, 2011

39. max compensation for points allocation

    By M Norton, April 25, 2011
    • 6 replies
    • 1.4k views
    • 
    • ESOP Guy
    • April 25, 2011

40. Status of Fee Disclosure Regs

    By Laura Harrington, April 27, 2009
    • 1 reply
    • 1.8k views
    • 
    • TPApril
    • April 22, 2011

41. Scope of DOL Audit

    By Guest Jill41402, April 6, 2011
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • April 19, 2011

42. indexed limits

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

43. Canadian Trustee of a US plan?

    By AlbanyConsultant, April 14, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 14, 2011

44. Company Transaction

    By Guest srwatts, April 12, 2011
    • 1 reply
    • 10.3k views
    • 
    • Guest
    • April 12, 2011

45. controlled group

    By thepensionmaven, April 6, 2011
    • 0 replies
    • 1.1k views
    • 
    • thepensionmaven
    • April 6, 2011

46. Controlled Group for 415 limits

    By Young Curmudgeon, April 1, 2011
    • 1 reply
    • 1.7k views
    • 
    • QNPG
    • April 1, 2011

47. Affiliated service group or controlled group or both

    By Guest 3rdGEN, March 24, 2011
    • 7 replies
    • 3.2k views
    • 
    • PensionPro
    • March 28, 2011

48. Earned Income

    By TBob, February 25, 2011
    • 6 replies
    • 1.8k views
    • 
    • K2retire
    • March 25, 2011

49. sched C income from 2 sources

    By suzeq4ever, March 24, 2011
    • 0 replies
    • 1.5k views
    • 
    • suzeq4ever
    • March 24, 2011

50. PS 58 costs never reported

    By ombskid, March 22, 2011
    • 5 replies
    • 16k views
    • 
    • rcline46
    • March 23, 2011