Retirement Plans in General

5,829 topics in this forum

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

   By KateSmithPA, March 22, 2011
   • 1 reply
   • 1.1k views
   • 
   • QDROphile
   • March 22, 2011

2. Controlled Group - Husband and Wife

   By Guest anth, March 20, 2011
   • 6 replies
   • 7.1k views
   • 
   • Guest
   • March 22, 2011

3. Sole prop and self employed health insurance deduction

   By Belgarath, March 18, 2011
   • 3 replies
   • 1.2k views
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   • Belgarath
   • March 22, 2011

4. Permissively Aggregate with a Union Plan

   By Oh so SIMPLE, March 21, 2011
   • 1 reply
   • 1.1k views
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   • PensionPro
   • March 21, 2011

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

   By katieinny, March 2, 2011
   • 3 replies
   • 1.5k views
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   • PensionPro
   • March 21, 2011

6. robbing from peter to pay paul

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

7. Legal Industry-Standard Retirement Age

   By Oh so SIMPLE, March 18, 2011
   • 0 replies
   • 1.3k views
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   • Oh so SIMPLE
   • March 18, 2011

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

   By Oh so SIMPLE, March 17, 2011
   • 3 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • March 18, 2011

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

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

10. "Valid" extension for contribution deadline

    By Jim Norman, March 15, 2011
    • 2 replies
    • 3.9k views
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    • Belgarath
    • March 15, 2011

11. new plan and eligibility

    By Tom Poje, March 15, 2011
    • 2 replies
    • 1.1k views
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    • Tom Poje
    • March 15, 2011

12. Excluded employees

    By John Feldt ERPA CPC QPA, March 10, 2011
    • 6 replies
    • 1.8k views
    • 
    • GMK
    • March 11, 2011

13. Service Contract Act

    By perkinsran, March 10, 2011
    • 0 replies
    • 1.7k views
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    • perkinsran
    • March 10, 2011

14. Controlled group in community property state

    By Belgarath, March 9, 2011
    • 1 reply
    • 1.3k views
    • 
    • K2retire
    • March 9, 2011

15. DOL 401(k) Audit

    By Guest amg49, March 3, 2011
    • 1 reply
    • 1.3k views
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    • Bill Presson
    • March 3, 2011

16. OBRA 93 Amendment

    By rcline46, March 1, 2011
    • 0 replies
    • 1.5k views
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    • rcline46
    • March 1, 2011

17. Change in plan sponsor

    By MoShawn, February 28, 2011
    • 4 replies
    • 4.2k views
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    • david rigby
    • February 28, 2011

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

    By doombuggy, February 24, 2011
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • February 25, 2011

19. New sponsor

    By ombskid, February 24, 2011
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • February 24, 2011

20. Distribution of an asset with $0 value

    By Guest Dave Peckham, February 23, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 24, 2011

21. Restorative Payments

    By Guest ERISAAAAH, February 22, 2011
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2011

22. Nondiscrimination testing

    By Guest MJ1, February 21, 2011
    • 3 replies
    • 1.9k views
    • 
    • PensionPro
    • February 21, 2011

23. §401(a)(13) Issue

    By chris, February 18, 2011
    • 3 replies
    • 1.8k views
    • 
    • chris
    • February 18, 2011

24. Nondiscrimination Testing/5500 Required?

    By Guest Stacey Potts, February 16, 2011
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 16, 2011

25. Trustee in personal bankruptcy

    By Oh so SIMPLE, February 15, 2011
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • February 15, 2011

26. Controlled Group

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

27. Determination Letter Schedule Q

    By Just Me, February 14, 2011
    • 0 replies
    • 1.2k views
    • 
    • Just Me
    • February 14, 2011

28. Individual Accounts

    By Nassau, February 11, 2011
    • 5 replies
    • 1.3k views
    • 
    • rcline46
    • February 11, 2011

29. Fixed Contribution for Profit Sharing Plan

    By Guest pk1, February 10, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bill Presson
    • February 11, 2011

30. 415 annual additions limit

    By Santo Gold, February 9, 2011
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 9, 2011

31. Department of Labor investigation procedures?

    By Pension Panda, February 8, 2011
    • 3 replies
    • 2.4k views
    • 
    • Peter Gulia
    • February 8, 2011

32. ERISA BOND vs Theft insurance?

    By Guest sugar daddy, February 8, 2011
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 8, 2011

33. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 3 replies
    • 3.4k views
    • 
    • Gary Lesser
    • February 6, 2011

34. Multiple Employer Plan or Affiliated Service Group.

    By Guest Thornton, February 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 2, 2011

35. FAS 112

    By Effen, February 2, 2011
    • 0 replies
    • 2.3k views
    • 
    • Effen
    • February 2, 2011

36. ADP Compensation

    By Guest United pension, February 2, 2011
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • February 2, 2011

37. Is a "Participating Employer" the same as a Multiple Employer?

    By Guest sugar daddy, January 31, 2011
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • February 1, 2011

38. Fiduciary status

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

39. Loan Processing Fee

    By chris, January 27, 2011
    • 8 replies
    • 2k views
    • 
    • Bill Presson
    • January 29, 2011

40. W-2's for union employees

    By Guest JPIngold, January 25, 2011
    • 1 reply
    • 3.2k views
    • 
    • masteff
    • January 25, 2011

41. Different plans for different employees

    By Guest Neil D, January 23, 2011
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 24, 2011

42. Pension check

    By Guest Jill41402, January 14, 2011
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2011

43. 1 business in U.S., one in Puerto Rico

    By Belgarath, January 24, 2011
    • 0 replies
    • 1.8k views
    • 
    • Belgarath
    • January 24, 2011

44. 415 limits, SEP and 403b contributions and control requirements

    By Guest ithprof, January 6, 2011
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • January 21, 2011

45. Eligibility: Application of Rule of Parity

    By Guest Sieve, October 15, 2010
    • 8 replies
    • 12.4k views
    • 
    • RPP2001
    • January 21, 2011

46. QSLOB Separate Management Requirement

    By Guest ebgroup, January 13, 2011
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2011

47. Top Heavy Plan - Former Key - attribution

    By Guest Holly Foster, January 10, 2011
    • 1 reply
    • 4.1k views
    • 
    • Lou S.
    • January 10, 2011

48. Assuming assets and liabilities of another plan

    By Belgarath, January 6, 2011
    • 8 replies
    • 1.9k views
    • 
    • Kevin C
    • January 7, 2011

49. Change in Plan Year

    By Guest Sieve, January 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • January 7, 2011

50. DB / DC Plan Dedcution Limit

    By Below Ground, January 5, 2011
    • 2 replies
    • 1.2k views
    • 
    • Below Ground
    • January 5, 2011