Retirement Plans in General

5,753 topics in this forum

1. Establishing a new profit sharing plan (no CODA)....

   By Lori H, December 21, 2010
   • 16 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • December 29, 2010

2. Ideal Salary calculation

   By Tom Poje, December 20, 2010
   • 4 replies
   • 1.5k views
   • 
   • Bird
   • December 21, 2010

3. Loan to owner

   By Bird, December 17, 2010
   • 4 replies
   • 1.1k views
   • 
   • Bird
   • December 18, 2010

4. PBGC Opinion Letter Procedure

   By BTG, December 16, 2010
   • 3 replies
   • 1.8k views
   • 
   • BTG
   • December 16, 2010

5. Directed Nondiscretionary Trustee Services - Help

   By Guest benbarnett, December 13, 2010
   • 1 reply
   • 1.8k views
   • 
   • Ron Snyder
   • December 13, 2010

6. Determination Letter - Permissively Aggregated Plans

   By Guest shaul, December 9, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 9, 2010

7. Determining comp in a partnership

   By Bird, December 9, 2010
   • 2 replies
   • 1.2k views
   • 
   • movedon
   • December 9, 2010

8. Must the Employer have a purpose?

   By Dennis Povloski, December 9, 2010
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • December 9, 2010

9. Top Paid Group Election

   By dmb, December 7, 2010
   • 2 replies
   • 2.9k views
   • 
   • DMcGovern
   • December 8, 2010

10. Step-Child of Owner: HCE or NHCE?

    By John Feldt ERPA CPC QPA, December 6, 2010
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • December 7, 2010

11. Nondiscrimination - amounts testing

    By Guest JM123, November 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 24, 2010

12. IRS fines material advisors YOU

    By Guest VEBAPLAN, November 23, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 23, 2010

13. Average compensation for testing

    By MoShawn, November 22, 2010
    • 0 replies
    • 1.1k views
    • 
    • MoShawn
    • November 22, 2010

14. A non profit can sponsor a Profit Sharing Plan.....

    By Lori H, November 19, 2010
    • 3 replies
    • 4k views
    • 
    • Lori H
    • November 19, 2010

15. Any controlled group issues here?

    By SMB, November 19, 2010
    • 1 reply
    • 1k views
    • 
    • K2retire
    • November 20, 2010

16. Bankruptcy

    By Belgarath, November 18, 2010
    • 7 replies
    • 2.6k views
    • 
    • Belgarath
    • November 24, 2010

17. Making up fees assessed to participants

    By jquazza, November 16, 2010
    • 8 replies
    • 1.3k views
    • 
    • Peter Gulia
    • November 18, 2010

18. Amendment to Add Self-Directed Accounts

    By chris, November 16, 2010
    • 1 reply
    • 800 views
    • 
    • Guest
    • November 16, 2010

19. Claim Time Limit

    By Guest Gumby, November 15, 2010
    • 0 replies
    • 800 views
    • 
    • Guest
    • November 15, 2010

20. QJSA requirements

    By Belgarath, November 15, 2010
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • November 17, 2010

21. Taking fees from termianted participants' accounts

    By BG5150, November 9, 2010
    • 5 replies
    • 2.4k views
    • 
    • Belgarath
    • November 9, 2010

22. Notice to Participants

    By Guest Jill41402, November 3, 2010
    • 0 replies
    • 827 views
    • 
    • Guest
    • November 3, 2010

23. USERRA and Eligibility?

    By Guest ERISA Anononymous, November 2, 2010
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • November 2, 2010

24. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 3 replies
    • 3.1k views
    • 
    • Gary Lesser
    • February 6, 2011

25. Transfers between plans

    By Guest bobolink, October 28, 2010
    • 1 reply
    • 955 views
    • 
    • Ron Snyder
    • November 5, 2010

26. Notice to Whom?

    By Just Me, October 25, 2010
    • 7 replies
    • 1.7k views
    • 
    • Just Me
    • October 28, 2010

27. Is early retirement a protected benefit?

    By Santo Gold, October 25, 2010
    • 7 replies
    • 6.2k views
    • 
    • Guest
    • December 31, 2010

28. Early Participation Rule

    By RDY2RTR, October 22, 2010
    • 3 replies
    • 2.8k views
    • 
    • PensionPro
    • October 22, 2010

29. new DOL & AICPA website

    By DMcGovern, October 22, 2010
    • 2 replies
    • 970 views
    • 
    • masteff
    • October 22, 2010

30. Permitted Dispairy

    By Guest RSpecht, October 22, 2010
    • 2 replies
    • 1k views
    • 
    • david rigby
    • October 22, 2010

31. start-up credit

    By Santo Gold, October 21, 2010
    • 0 replies
    • 811 views
    • 
    • Santo Gold
    • October 21, 2010

32. "Finder's fee" for referring plans to TPA

    By Guest Sieve, October 19, 2010
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 20, 2010

33. Prohibited Transaction Question

    By J Simmons, October 19, 2010
    • 11 replies
    • 2k views
    • 
    • Guest
    • October 20, 2010

34. Qualifying a Puerto Rican Plan?

    By Guest bobolink, October 15, 2010
    • 0 replies
    • 746 views
    • 
    • Guest
    • October 15, 2010

35. Eligibility: Application of Rule of Parity

    By Guest Sieve, October 15, 2010
    • 8 replies
    • 12k views
    • 
    • RPP2001
    • January 21, 2011

36. Resigning on non-responsive clients

    By Guest JHeller, October 14, 2010
    • 3 replies
    • 1.9k views
    • 
    • Jim Norman
    • October 14, 2010

37. Top heavy contribution

    By Belgarath, October 14, 2010
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • October 15, 2010

38. Health premiums for sole proprietor

    By ombskid, October 6, 2010
    • 1 reply
    • 808 views
    • 
    • masteff
    • October 7, 2010

39. Restating to Pre-approved plan

    By Oh so SIMPLE, October 6, 2010
    • 3 replies
    • 972 views
    • 
    • John Feldt ERPA CPC QPA
    • October 6, 2010

40. Simplify to just 70 1/2 for all employees

    By Oh so SIMPLE, October 6, 2010
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • October 6, 2010

41. charging participants for the plan audit

    By Santo Gold, September 30, 2010
    • 2 replies
    • 882 views
    • 
    • david rigby
    • September 30, 2010

42. No longer common control

    By Guest gbialikcpa, September 29, 2010
    • 0 replies
    • 879 views
    • 
    • Guest
    • September 29, 2010

43. Partner Comp, ASG and Other Animals

    By PensionPro, September 27, 2010
    • 4 replies
    • 989 views
    • 
    • PensionPro
    • September 30, 2010

44. Another Hardship Question

    By Oh so SIMPLE, September 23, 2010
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • August 11, 2011

45. Is an ERISA fidelity bond needed?

    By mming, September 23, 2010
    • 3 replies
    • 4.8k views
    • 
    • Bird
    • January 29, 2015

46. Sole proprieter owns 2 separate entities

    By R. Butler, September 21, 2010
    • 10 replies
    • 1.7k views
    • 
    • Kevin C
    • September 22, 2010

47. Pension Application

    By Guest Ohio City, September 20, 2010
    • 1 reply
    • 808 views
    • 
    • My 2 cents
    • September 21, 2010

48. Plan limits

    By Tom Poje, September 20, 2010
    • 12 replies
    • 2k views
    • 
    • Guest
    • October 28, 2010

49. timing for allocating employer contribution

    By Scuba 401, September 15, 2010
    • 7 replies
    • 2k views
    • 
    • TPApril
    • February 10, 2012

50. EOB 2010 Online & books for sale

    By Guest Atticus, September 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • September 13, 2010