Retirement Plans in General

5,772 topics in this forum

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

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

2. Prohibited Transaction Question

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

3. Qualifying a Puerto Rican Plan?

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

4. Eligibility: Application of Rule of Parity

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

5. Resigning on non-responsive clients

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

6. Top heavy contribution

   By Belgarath, October 14, 2010
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 15, 2010

7. Health premiums for sole proprietor

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

8. Restating to Pre-approved plan

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

9. 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

10. charging participants for the plan audit

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

11. No longer common control

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

12. Partner Comp, ASG and Other Animals

    By PensionPro, September 27, 2010
    • 4 replies
    • 1k views
    • 
    • PensionPro
    • September 30, 2010

13. Another Hardship Question

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

14. Is an ERISA fidelity bond needed?

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

15. Sole proprieter owns 2 separate entities

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

16. Pension Application

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

17. Plan limits

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

18. timing for allocating employer contribution

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

19. EOB 2010 Online & books for sale

    By Guest Atticus, September 13, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 13, 2010

20. Vesting question; you have to comply with PPA strictures on vesting even though the PPA restatement/amendment has not come due?

    By Guest PivotTable, August 29, 2010
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • August 30, 2010

21. annual contribution - but no SECA tax paid?

    By Guest forohonek, August 24, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 24, 2010

22. Client Does Not Want to Make Safe Harbor Contribution

    By KateSmithPA, August 19, 2010
    • 1 reply
    • 877 views
    • 
    • EBDI
    • August 20, 2010

23. Pension Benefit Statements - CBA Plans

    By JRG, August 11, 2010
    • 1 reply
    • 984 views
    • 
    • My 2 cents
    • August 11, 2010

24. Plan eligibility mis-amendment

    By MoShawn, August 9, 2010
    • 0 replies
    • 824 views
    • 
    • MoShawn
    • August 9, 2010

25. Form 8752, Section 7519; not sure if these directly refer to retirement plans

    By Guest PivotTable, August 7, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 7, 2010

26. Electronic Storage of Retirement Plan Participant Files

    By Guest Benny Comply, August 6, 2010
    • 0 replies
    • 952 views
    • 
    • Guest
    • August 6, 2010

27. Commingling DB & Participant Directed DC Assets

    By Dennis Povloski, August 6, 2010
    • 2 replies
    • 1.5k views
    • 
    • Dennis Povloski
    • August 6, 2010

28. Direct deposit of pension payments

    By JWK, July 20, 2010
    • 0 replies
    • 1.2k views
    • 
    • JWK
    • July 20, 2010

29. Retirement plans

    By Guest youngcarter, July 16, 2010
    • 2 replies
    • 989 views
    • 
    • GMK
    • July 16, 2010

30. Yet another Self-Employment Issue

    By Laura Harrington, July 15, 2010
    • 4 replies
    • 1k views
    • 
    • K2retire
    • July 17, 2010

31. "maintained by"

    By BTG, July 14, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 15, 2010

32. sole prop filing/funding deadline

    By Santo Gold, July 13, 2010
    • 4 replies
    • 1.4k views
    • 
    • movedon
    • July 13, 2010

33. Audit Expenses

    By Guest Sieve, July 12, 2010
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • July 13, 2010

34. Direct rollover to Roth - some pre-tax and some post-tax

    By Belgarath, July 12, 2010
    • 2 replies
    • 976 views
    • 
    • Belgarath
    • July 13, 2010

35. Single participant MPPP

    By Moe Howard, July 8, 2010
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • July 8, 2010

36. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo, July 8, 2010
    • 26 replies
    • 7.9k views
    • 
    • buckaroo
    • July 15, 2010

37. Timing of delivery of SPD

    By BG5150, July 8, 2010
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • July 8, 2010

38. Eligibility--Counting hours worked as student in work-study program

    By Guest MAK13, July 8, 2010
    • 2 replies
    • 902 views
    • 
    • Guest
    • July 8, 2010

39. LLC earned income, IRS requirements

    By Guest forohonek, July 3, 2010
    • 4 replies
    • 2.6k views
    • 
    • Ron Snyder
    • July 7, 2010

40. Eligibility and termination of employees

    By Lori H, June 25, 2010
    • 1 reply
    • 816 views
    • 
    • rcline46
    • June 25, 2010

41. In-service Distributions/Distributable Event in PS Plans

    By Guest jvgatty, June 25, 2010
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • June 28, 2010

42. Forfeiture reallocation

    By Guest Jodi S., June 23, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 24, 2010

43. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus, June 22, 2010
    • 0 replies
    • 857 views
    • 
    • Guest
    • June 22, 2010

44. Bank of America Fair Fund Distribution

    By BG5150, June 21, 2010
    • 4 replies
    • 3.8k views
    • 
    • movedon
    • June 22, 2010

45. Controlled Group Question

    By RayJJohnsonJr, June 18, 2010
    • 2 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • June 19, 2010

46. D-letter or no D-letter?

    By Belgarath, June 18, 2010
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 6, 2010

47. Scrivener's errors

    By Guest Sieve, June 16, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 17, 2010

48. Vesting Service and last day

    By Guest Serena, June 15, 2010
    • 6 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 17, 2010

49. QDIA

    By Guest Serena, June 14, 2010
    • 0 replies
    • 961 views
    • 
    • Guest
    • June 14, 2010

50. Exploiting IRC Subparagraphs 3121(a)(5)(A) and 3306(a)(5)(A)

    By Guest Brian Theismann, June 13, 2010
    • 13 replies
    • 2.1k views
    • 
    • Guest
    • June 27, 2010