Retirement Plans in General

5,772 topics in this forum

1. Fiduciary status

   By Guest Spock, January 31, 2011
   • 1 reply
   • 863 views
   • 
   • Belgarath
   • January 31, 2011

2. Loan Processing Fee

   By chris, January 27, 2011
   • 8 replies
   • 1.6k views
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   • Bill Presson
   • January 29, 2011

3. W-2's for union employees

   By Guest JPIngold, January 25, 2011
   • 1 reply
   • 3.1k views
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   • masteff
   • January 25, 2011

4. 1 business in U.S., one in Puerto Rico

   By Belgarath, January 24, 2011
   • 0 replies
   • 1.7k views
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   • Belgarath
   • January 24, 2011

5. Different plans for different employees

   By Guest Neil D, January 23, 2011
   • 3 replies
   • 1.7k views
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   • Guest
   • January 24, 2011

6. Pension check

   By Guest Jill41402, January 14, 2011
   • 4 replies
   • 1.3k views
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   • Guest
   • January 24, 2011

7. QSLOB Separate Management Requirement

   By Guest ebgroup, January 13, 2011
   • 0 replies
   • 1.4k views
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   • Guest
   • January 13, 2011

8. Top Heavy Plan - Former Key - attribution

   By Guest Holly Foster, January 10, 2011
   • 1 reply
   • 3.9k views
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   • Lou S.
   • January 10, 2011

9. Change in Plan Year

   By Guest Sieve, January 7, 2011
   • 1 reply
   • 920 views
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   • J Simmons
   • January 7, 2011

10. 415 limits, SEP and 403b contributions and control requirements

    By Guest ithprof, January 6, 2011
    • 1 reply
    • 2.1k views
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    • Appleby
    • January 21, 2011

11. Assuming assets and liabilities of another plan

    By Belgarath, January 6, 2011
    • 8 replies
    • 1.5k views
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    • Kevin C
    • January 7, 2011

12. DB / DC Plan Dedcution Limit

    By Below Ground, January 5, 2011
    • 2 replies
    • 890 views
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    • Below Ground
    • January 5, 2011

13. Trustee

    By Guest michaels4811, December 29, 2010
    • 3 replies
    • 1k views
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    • mbozek
    • December 29, 2010

14. Has any employer made a claim on a Fiduciary Warranty?

    By Peter Gulia, December 29, 2010
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • June 10, 2013

15. Janell Grenier

    By david rigby, December 28, 2010
    • 1 reply
    • 930 views
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    • Ron Snyder
    • December 29, 2010

16. Roth Rollover as RMD

    By rcline46, December 23, 2010
    • 2 replies
    • 1.1k views
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    • Tom Poje
    • December 23, 2010

17. Foreign Corporations Retirement Plan

    By Guest Ed F., December 22, 2010
    • 0 replies
    • 849 views
    • 
    • Guest
    • December 22, 2010

18. bad plan design

    By Santo Gold, December 22, 2010
    • 0 replies
    • 916 views
    • 
    • Santo Gold
    • December 22, 2010

19. Time limits for IRS audit?

    By Kevin C, December 22, 2010
    • 0 replies
    • 928 views
    • 
    • Kevin C
    • December 22, 2010

20. 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

21. Ideal Salary calculation

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

22. Loan to owner

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

23. PBGC Opinion Letter Procedure

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

24. Directed Nondiscretionary Trustee Services - Help

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

25. Determination Letter - Permissively Aggregated Plans

    By Guest shaul, December 9, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 9, 2010

26. Determining comp in a partnership

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

27. Must the Employer have a purpose?

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

28. Top Paid Group Election

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

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

    By John Feldt ERPA CPC QPA, December 6, 2010
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • December 7, 2010

30. Nondiscrimination - amounts testing

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

31. IRS fines material advisors YOU

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

32. Average compensation for testing

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

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

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

34. Any controlled group issues here?

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

35. Bankruptcy

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

36. Making up fees assessed to participants

    By jquazza, November 16, 2010
    • 8 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 18, 2010

37. Amendment to Add Self-Directed Accounts

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

38. Claim Time Limit

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

39. QJSA requirements

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

40. Taking fees from termianted participants' accounts

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

41. Notice to Participants

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

42. USERRA and Eligibility?

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

43. 2011 COLA & ROLLOVER Charts

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

44. Transfers between plans

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

45. Notice to Whom?

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

46. Is early retirement a protected benefit?

    By Santo Gold, October 25, 2010
    • 7 replies
    • 6.3k views
    • 
    • Guest
    • December 31, 2010

47. Early Participation Rule

    By RDY2RTR, October 22, 2010
    • 3 replies
    • 2.9k views
    • 
    • PensionPro
    • October 22, 2010

48. new DOL & AICPA website

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

49. Permitted Dispairy

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

50. start-up credit

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