Retirement Plans in General

5,817 topics in this forum

1. Directed Nondiscretionary Trustee Services - Help

   By Guest benbarnett, December 13, 2010
   • 1 reply
   • 1.8k views
   • 
   • Ron Snyder
   • December 13, 2010

2. Determination Letter - Permissively Aggregated Plans

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

3. Must the Employer have a purpose?

   By Dennis Povloski, December 9, 2010
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • December 9, 2010

4. Determining comp in a partnership

   By Bird, December 9, 2010
   • 2 replies
   • 1.3k views
   • 
   • movedon
   • December 9, 2010

5. Top Paid Group Election

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

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

   By John Feldt ERPA CPC QPA, December 6, 2010
   • 3 replies
   • 1.9k views
   • 
   • Belgarath
   • December 7, 2010

7. Bankruptcy

   By Belgarath, November 18, 2010
   • 7 replies
   • 2.8k views
   • 
   • Belgarath
   • November 24, 2010

8. Nondiscrimination - amounts testing

   By Guest JM123, November 23, 2010
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • November 24, 2010

9. Average compensation for testing

   By MoShawn, November 22, 2010
   • 0 replies
   • 1.2k views
   • 
   • MoShawn
   • November 22, 2010

10. Any controlled group issues here?

    By SMB, November 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • November 20, 2010

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

    By Lori H, November 19, 2010
    • 3 replies
    • 4.1k views
    • 
    • Lori H
    • November 19, 2010

12. Making up fees assessed to participants

    By jquazza, November 16, 2010
    • 8 replies
    • 1.5k views
    • 
    • Peter Gulia
    • November 18, 2010

13. QJSA requirements

    By Belgarath, November 15, 2010
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • November 17, 2010

14. Amendment to Add Self-Directed Accounts

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

15. Claim Time Limit

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

16. Taking fees from termianted participants' accounts

    By BG5150, November 9, 2010
    • 5 replies
    • 2.6k views
    • 
    • Belgarath
    • November 9, 2010

17. Transfers between plans

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

18. Blaze SSI Proposal System

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

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

    By Guest Enda80, July 5, 2008
    • 8 replies
    • 2.9k views
    • 
    • Lou S.
    • November 4, 2010

20. Notice to Participants

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

21. USERRA and Eligibility?

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

22. Plan limits

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

23. Notice to Whom?

    By Just Me, October 25, 2010
    • 7 replies
    • 1.9k views
    • 
    • Just Me
    • October 28, 2010

24. Early Participation Rule

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

25. new DOL & AICPA website

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

26. Permitted Dispairy

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

27. start-up credit

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

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

    By Guest Sieve, October 19, 2010
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • October 20, 2010

29. Prohibited Transaction Question

    By J Simmons, October 19, 2010
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • October 20, 2010

30. Qualifying a Puerto Rican Plan?

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

31. Top heavy contribution

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

32. Resigning on non-responsive clients

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

33. Health premiums for sole proprietor

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

34. Restating to Pre-approved plan

    By Oh so SIMPLE, October 6, 2010
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 6, 2010

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

    By Oh so SIMPLE, October 6, 2010
    • 5 replies
    • 1.2k views
    • 
    • GMK
    • October 6, 2010

36. charging participants for the plan audit

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

37. Partner Comp, ASG and Other Animals

    By PensionPro, September 27, 2010
    • 4 replies
    • 1.1k views
    • 
    • PensionPro
    • September 30, 2010

38. No longer common control

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

39. Sole proprieter owns 2 separate entities

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

40. Pension Application

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

41. EOB 2010 Online & books for sale

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

42. valuation of Life Insurance Policy

    By Guest Nixdad, February 12, 2010
    • 2 replies
    • 1.6k views
    • 
    • Ron Snyder
    • September 13, 2010

43. 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
    • 1.7k views
    • 
    • david rigby
    • August 30, 2010

44. annual contribution - but no SECA tax paid?

    By Guest forohonek, August 24, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 24, 2010

45. Client Does Not Want to Make Safe Harbor Contribution

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

46. Reinstatement of Forfeitures

    By DP, September 15, 2008
    • 8 replies
    • 7.9k views
    • 
    • Tom Poje
    • August 16, 2010

47. Pension Benefit Statements - CBA Plans

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

48. Plan eligibility mis-amendment

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

49. 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

50. Electronic Storage of Retirement Plan Participant Files

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