Retirement Plans in General

5,753 topics in this forum

1. 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

2. annual contribution - but no SECA tax paid?

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

3. Client Does Not Want to Make Safe Harbor Contribution

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

4. Pension Benefit Statements - CBA Plans

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

5. Plan eligibility mis-amendment

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

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

   By Guest PivotTable, August 7, 2010
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 7, 2010

7. Electronic Storage of Retirement Plan Participant Files

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

8. Commingling DB & Participant Directed DC Assets

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

9. Direct deposit of pension payments

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

10. Retirement plans

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

11. Yet another Self-Employment Issue

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

12. "maintained by"

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

13. sole prop filing/funding deadline

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

14. Audit Expenses

    By Guest Sieve, July 12, 2010
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • July 13, 2010

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

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

16. Single participant MPPP

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

17. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo, July 8, 2010
    • 26 replies
    • 7.8k views
    • 
    • buckaroo
    • July 15, 2010

18. Timing of delivery of SPD

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

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

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

20. LLC earned income, IRS requirements

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

21. Eligibility and termination of employees

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

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

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

23. Forfeiture reallocation

    By Guest Jodi S., June 23, 2010
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • June 24, 2010

24. Wanted: Used EXAM BOOKS Retirement Plans

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

25. Bank of America Fair Fund Distribution

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

26. Controlled Group Question

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

27. D-letter or no D-letter?

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

28. Scrivener's errors

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

29. Vesting Service and last day

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

30. QDIA

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

31. 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

32. HCEs in First Year of Employer

    By dmb, June 10, 2010
    • 5 replies
    • 1.3k views
    • 
    • dmb
    • June 14, 2010

33. Interns

    By Guest JMN, June 9, 2010
    • 19 replies
    • 7.6k views
    • 
    • ETA Consulting LLC
    • December 8, 2011

34. top heavy db-dc combo

    By Tom Poje, June 2, 2010
    • 1 reply
    • 998 views
    • 
    • Mike Preston
    • June 3, 2010

35. vesting % not following document

    By Guest Jill B, June 2, 2010
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • June 28, 2010

36. State Seizure of Plan Assets

    By Randy Watson, May 27, 2010
    • 5 replies
    • 1.3k views
    • 
    • Ron Snyder
    • May 29, 2010

37. Excluding union employees

    By Guest JMN, May 26, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 26, 2010

38. Reliance on opinion letter

    By Guest JMN, May 23, 2010
    • 0 replies
    • 881 views
    • 
    • Guest
    • May 23, 2010

39. Defeating ASG and CG rules

    By Oh so SIMPLE, May 21, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 21, 2010

40. How far does the IRS's reach extend?

    By Oh so SIMPLE, May 21, 2010
    • 11 replies
    • 1.9k views
    • 
    • masteff
    • May 21, 2010

41. Affiliated Service Group and 5% owner determination

    By Trekker, May 17, 2010
    • 2 replies
    • 3.5k views
    • 
    • Trekker
    • May 21, 2010

42. Combined 401(k) and DB Trust

    By Guest Spock, May 14, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 14, 2010

43. Employer contribution due date

    By Guest Peggy806, May 14, 2010
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • May 14, 2010

44. OJSA

    By Guest bobolink, May 14, 2010
    • 3 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

45. Retired participant returning to work

    By Guest Jill B, May 14, 2010
    • 15 replies
    • 1.6k views
    • 
    • Guest
    • May 18, 2010

46. What is Going on at the IRS?

    By WDIK, May 11, 2010
    • 9 replies
    • 1.8k views
    • 
    • Trekker
    • May 17, 2010

47. Money Purchase Plan Merger

    By Madison71, May 10, 2010
    • 9 replies
    • 1.6k views
    • 
    • Madison71
    • May 12, 2010

48. Beneficiary Designation of Trust

    By buckaroo, May 5, 2010
    • 2 replies
    • 1k views
    • 
    • buckaroo
    • May 6, 2010

49. Failure to Operate in Compliance with Terms of 401(a) Qualified Plan

    By Guest BenefitsAttyDC, May 5, 2010
    • 2 replies
    • 932 views
    • 
    • Guest
    • May 6, 2010

50. What is "Retirement" for RMDs?

    By Guest lizano, May 4, 2010
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • May 5, 2010