Retirement Plans in General

5,829 topics in this forum

1. Is early retirement a protected benefit?

   By Santo Gold, October 25, 2010
   • 7 replies
   • 6.7k views
   • 
   • Guest
   • December 31, 2010

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

   By Lori H, December 21, 2010
   • 16 replies
   • 2.8k views
   • 
   • John Feldt ERPA CPC QPA
   • December 29, 2010

3. Trustee

   By Guest michaels4811, December 29, 2010
   • 3 replies
   • 1.2k views
   • 
   • mbozek
   • December 29, 2010

4. Janell Grenier

   By david rigby, December 28, 2010
   • 1 reply
   • 1.1k views
   • 
   • Ron Snyder
   • December 29, 2010

5. Roth Rollover as RMD

   By rcline46, December 23, 2010
   • 2 replies
   • 1.4k views
   • 
   • Tom Poje
   • December 23, 2010

6. IRS fines material advisors YOU

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

7. Foreign Corporations Retirement Plan

   By Guest Ed F., December 22, 2010
   • 0 replies
   • 1k views
   • 
   • Guest
   • December 22, 2010

8. bad plan design

   By Santo Gold, December 22, 2010
   • 0 replies
   • 1.2k views
   • 
   • Santo Gold
   • December 22, 2010

9. Time limits for IRS audit?

   By Kevin C, December 22, 2010
   • 0 replies
   • 1.1k views
   • 
   • Kevin C
   • December 22, 2010

10. Ideal Salary calculation

    By Tom Poje, December 20, 2010
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • December 21, 2010

11. Loan to owner

    By Bird, December 17, 2010
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • December 18, 2010

12. PBGC Opinion Letter Procedure

    By BTG, December 16, 2010
    • 3 replies
    • 2.1k views
    • 
    • BTG
    • December 16, 2010

13. Directed Nondiscretionary Trustee Services - Help

    By Guest benbarnett, December 13, 2010
    • 1 reply
    • 2k views
    • 
    • Ron Snyder
    • December 13, 2010

14. Determination Letter - Permissively Aggregated Plans

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

15. Must the Employer have a purpose?

    By Dennis Povloski, December 9, 2010
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 9, 2010

16. Determining comp in a partnership

    By Bird, December 9, 2010
    • 2 replies
    • 1.5k views
    • 
    • movedon
    • December 9, 2010

17. Top Paid Group Election

    By dmb, December 7, 2010
    • 2 replies
    • 3k views
    • 
    • DMcGovern
    • December 8, 2010

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

    By John Feldt ERPA CPC QPA, December 6, 2010
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • December 7, 2010

19. Bankruptcy

    By Belgarath, November 18, 2010
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • November 24, 2010

20. Nondiscrimination - amounts testing

    By Guest JM123, November 23, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 24, 2010

21. Average compensation for testing

    By MoShawn, November 22, 2010
    • 0 replies
    • 1.4k views
    • 
    • MoShawn
    • November 22, 2010

22. Any controlled group issues here?

    By SMB, November 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • November 20, 2010

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

    By Lori H, November 19, 2010
    • 3 replies
    • 4.2k views
    • 
    • Lori H
    • November 19, 2010

24. Making up fees assessed to participants

    By jquazza, November 16, 2010
    • 8 replies
    • 1.7k views
    • 
    • Peter Gulia
    • November 18, 2010

25. QJSA requirements

    By Belgarath, November 15, 2010
    • 6 replies
    • 1.5k views
    • 
    • Belgarath
    • November 17, 2010

26. Amendment to Add Self-Directed Accounts

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

27. Claim Time Limit

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

28. Taking fees from termianted participants' accounts

    By BG5150, November 9, 2010
    • 5 replies
    • 2.7k views
    • 
    • Belgarath
    • November 9, 2010

29. Transfers between plans

    By Guest bobolink, October 28, 2010
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • November 5, 2010

30. Blaze SSI Proposal System

    By Tinman, October 21, 2009
    • 3 replies
    • 3.5k views
    • 
    • Bill Presson
    • November 4, 2010

31. Does giving someone a 3% top-heavy minimum help you pass 410(b) coverage issues?

    By Guest Enda80, July 5, 2008
    • 8 replies
    • 3.1k views
    • 
    • Lou S.
    • November 4, 2010

32. Notice to Participants

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

33. USERRA and Eligibility?

    By Guest ERISA Anononymous, November 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • November 2, 2010

34. Plan limits

    By Tom Poje, September 20, 2010
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • October 28, 2010

35. Notice to Whom?

    By Just Me, October 25, 2010
    • 7 replies
    • 2k views
    • 
    • Just Me
    • October 28, 2010

36. Early Participation Rule

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

37. new DOL & AICPA website

    By DMcGovern, October 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • October 22, 2010

38. Permitted Dispairy

    By Guest RSpecht, October 22, 2010
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • October 22, 2010

39. start-up credit

    By Santo Gold, October 21, 2010
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • October 21, 2010

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

    By Guest Sieve, October 19, 2010
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 20, 2010

41. Prohibited Transaction Question

    By J Simmons, October 19, 2010
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • October 20, 2010

42. Qualifying a Puerto Rican Plan?

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

43. Top heavy contribution

    By Belgarath, October 14, 2010
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • October 15, 2010

44. Resigning on non-responsive clients

    By Guest JHeller, October 14, 2010
    • 3 replies
    • 2.1k views
    • 
    • Jim Norman
    • October 14, 2010

45. Health premiums for sole proprietor

    By ombskid, October 6, 2010
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • October 7, 2010

46. Restating to Pre-approved plan

    By Oh so SIMPLE, October 6, 2010
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 6, 2010

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

    By Oh so SIMPLE, October 6, 2010
    • 5 replies
    • 1.3k views
    • 
    • GMK
    • October 6, 2010

48. charging participants for the plan audit

    By Santo Gold, September 30, 2010
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • September 30, 2010

49. Partner Comp, ASG and Other Animals

    By PensionPro, September 27, 2010
    • 4 replies
    • 1.2k views
    • 
    • PensionPro
    • September 30, 2010

50. No longer common control

    By Guest gbialikcpa, September 29, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 29, 2010