Retirement Plans in General

5,803 topics in this forum

1. Taking fees from termianted participants' accounts

   By BG5150, November 9, 2010
   • 5 replies
   • 2.5k views
   • 
   • Belgarath
   • November 9, 2010

2. Transfers between plans

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

3. Blaze SSI Proposal System

   By Tinman, October 21, 2009
   • 3 replies
   • 3.3k views
   • 
   • Bill Presson
   • November 4, 2010

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

   By Guest Enda80, July 5, 2008
   • 8 replies
   • 2.8k views
   • 
   • Lou S.
   • November 4, 2010

5. Notice to Participants

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

6. USERRA and Eligibility?

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

7. Plan limits

   By Tom Poje, September 20, 2010
   • 12 replies
   • 2.1k views
   • 
   • Guest
   • October 28, 2010

8. Notice to Whom?

   By Just Me, October 25, 2010
   • 7 replies
   • 1.8k views
   • 
   • Just Me
   • October 28, 2010

9. Early Participation Rule

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

10. new DOL & AICPA website

    By DMcGovern, October 22, 2010
    • 2 replies
    • 1k views
    • 
    • masteff
    • October 22, 2010

11. Permitted Dispairy

    By Guest RSpecht, October 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 22, 2010

12. start-up credit

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

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

    By Guest Sieve, October 19, 2010
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • October 20, 2010

14. Prohibited Transaction Question

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

15. Qualifying a Puerto Rican Plan?

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

16. Top heavy contribution

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

17. Resigning on non-responsive clients

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

18. Health premiums for sole proprietor

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

19. Restating to Pre-approved plan

    By Oh so SIMPLE, October 6, 2010
    • 3 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 6, 2010

20. 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

21. charging participants for the plan audit

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

22. Partner Comp, ASG and Other Animals

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

23. No longer common control

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

24. Sole proprieter owns 2 separate entities

    By R. Butler, September 21, 2010
    • 10 replies
    • 1.8k views
    • 
    • Kevin C
    • September 22, 2010

25. Pension Application

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

26. EOB 2010 Online & books for sale

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

27. valuation of Life Insurance Policy

    By Guest Nixdad, February 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • Ron Snyder
    • September 13, 2010

28. 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

29. annual contribution - but no SECA tax paid?

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

30. Client Does Not Want to Make Safe Harbor Contribution

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

31. Reinstatement of Forfeitures

    By DP, September 15, 2008
    • 8 replies
    • 7.8k views
    • 
    • Tom Poje
    • August 16, 2010

32. Pension Benefit Statements - CBA Plans

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

33. Plan eligibility mis-amendment

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

34. 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

35. Electronic Storage of Retirement Plan Participant Files

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

36. Commingling DB & Participant Directed DC Assets

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

37. Direct deposit of pension payments

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

38. Yet another Self-Employment Issue

    By Laura Harrington, July 15, 2010
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • July 17, 2010

39. Retirement plans

    By Guest youngcarter, July 16, 2010
    • 2 replies
    • 1k views
    • 
    • GMK
    • July 16, 2010

40. "maintained by"

    By BTG, July 14, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 15, 2010

41. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo, July 8, 2010
    • 26 replies
    • 8.3k views
    • 
    • buckaroo
    • July 15, 2010

42. sole prop filing/funding deadline

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

43. Audit Expenses

    By Guest Sieve, July 12, 2010
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • July 13, 2010

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

    By Belgarath, July 12, 2010
    • 2 replies
    • 1k views
    • 
    • Belgarath
    • July 13, 2010

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

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

46. Single participant MPPP

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

47. Timing of delivery of SPD

    By BG5150, July 8, 2010
    • 5 replies
    • 2.4k views
    • 
    • david rigby
    • July 8, 2010

48. LLC earned income, IRS requirements

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

49. D-letter or no D-letter?

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

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

    By Guest jvgatty, June 25, 2010
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • June 28, 2010