Retirement Plans in General

5,753 topics in this forum

1. Using up an excess company contribution

   By Bird, May 4, 2010
   • 4 replies
   • 1.1k views
   • 
   • Belgarath
   • May 4, 2010

2. new comp. allocation in a terminating plan

   By Santo Gold, May 4, 2010
   • 3 replies
   • 863 views
   • 
   • Mike Preston
   • May 4, 2010

3. forfeiture allocations

   By Guest csals, May 3, 2010
   • 7 replies
   • 1.4k views
   • 
   • BG5150
   • May 4, 2010

4. Add-on DB for Union Employee

   By drakecohen, May 3, 2010
   • 3 replies
   • 1.9k views
   • 
   • Mike Preston
   • May 6, 2010

5. Privatizations and Pensions

   By Guest Southern FA, April 30, 2010
   • 0 replies
   • 717 views
   • 
   • Guest
   • April 30, 2010

6. Alternative payments to single life annuity

   By Guest Donald L, April 29, 2010
   • 2 replies
   • 990 views
   • 
   • John Feldt ERPA CPC QPA
   • April 30, 2010

7. RMD Question

   By Madison71, April 29, 2010
   • 0 replies
   • 816 views
   • 
   • Madison71
   • April 29, 2010

8. fix for non-filer

   By gregburst, April 28, 2010
   • 1 reply
   • 957 views
   • 
   • WDIK
   • April 28, 2010

9. Must a 5307 list all commonly-controlled employers?

   By Peter Gulia, April 28, 2010
   • 3 replies
   • 935 views
   • 
   • QDROphile
   • April 28, 2010

10. Fiduciary Liability as a TPA

    By HarleyBabe, April 27, 2010
    • 1 reply
    • 5.1k views
    • 
    • Ron Snyder
    • April 29, 2010

11. Amount of after-tax basis not available

    By Guest Sieve, April 27, 2010
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • April 30, 2010

12. EGTRRA volume submitter plan - IRS approval

    By t.haley, April 27, 2010
    • 1 reply
    • 925 views
    • 
    • Dougsbpc
    • April 27, 2010

13. when to file for an initial determination

    By Gudgergirl, April 15, 2010
    • 0 replies
    • 808 views
    • 
    • Gudgergirl
    • April 15, 2010

14. New comp allocation - no HCE in plan

    By Jean, April 13, 2010
    • 3 replies
    • 986 views
    • 
    • Mike Preston
    • April 14, 2010

15. IRS Questionnaire

    By bzorc, April 9, 2010
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • April 9, 2010

16. Vesting Amendment

    By Oh so SIMPLE, April 8, 2010
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 13, 2010

17. Form 8717

    By katieinny, April 5, 2010
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • April 5, 2010

18. EGTRRA, PPA, etc.

    By SMB, April 2, 2010
    • 1 reply
    • 962 views
    • 
    • PensionPro
    • April 2, 2010

19. audit fees

    By Guest Jennyb473, April 2, 2010
    • 3 replies
    • 1k views
    • 
    • david rigby
    • April 5, 2010

20. Preparing for the ERPA exam

    By Guest GeorgiaEA, March 31, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 31, 2010

21. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.2k views
    • 
    • Ron Snyder
    • April 15, 2010

22. Timing of Employer Partnership Contributions

    By Guest Janiele, March 26, 2010
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 2010

23. Retroactive Cafeteria Plan Amendment

    By Madison71, March 25, 2010
    • 0 replies
    • 1.9k views
    • 
    • Madison71
    • March 25, 2010

24. Sole prop contribution deadline, extension

    By movedon, March 24, 2010
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • March 25, 2010

25. Real estate operating acct for 3 trusts

    By Guest Dave Peckham, March 24, 2010
    • 0 replies
    • 950 views
    • 
    • Guest
    • March 24, 2010

26. Executive Benefits/Internal Accounting CPA (Madison, WI)

    By Guest ryan.phillips, March 18, 2010
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 18, 2010

27. Executive Benefits Specialist Needed IL, IN, MI, OH

    By Guest ryan.phillips, March 18, 2010
    • 1 reply
    • 829 views
    • 
    • david rigby
    • March 18, 2010

28. RMD's in 20o10

    By Guest, March 16, 2010
    • 4 replies
    • 1k views
    • 
    • jpod
    • March 17, 2010

29. Offset Plans

    By mphs77, March 16, 2010
    • 1 reply
    • 887 views
    • 
    • Blinky the 3-eyed Fish
    • April 2, 2010

30. Bill participant to answer questions?

    By Guest Dave Peckham, March 16, 2010
    • 7 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2010

31. Defining Compensation

    By Guest Dash02, March 15, 2010
    • 1 reply
    • 1.1k views
    • 
    • britoski
    • March 15, 2010

32. Surrender Charge Reimbursement

    By Guest Rider, March 11, 2010
    • 3 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 12, 2010

33. Disaggregation for testing

    By Guest Sieve, March 10, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2010

34. K-1 Income ...again.....

    By mphs77, March 10, 2010
    • 0 replies
    • 856 views
    • 
    • mphs77
    • March 10, 2010

35. Control Group Question

    By Madison71, March 4, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 5, 2010

36. SE income & 401k

    By Monica Barnard, March 4, 2010
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • March 4, 2010

37. Exempt Loan Status

    By Oh so SIMPLE, March 2, 2010
    • 1 reply
    • 893 views
    • 
    • rcline46
    • March 2, 2010

38. Multiple Employer Involuntary Spin-Off

    By Guest TBick, February 26, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 26, 2010

39. Joint DOL Treasury RFI - DC Plan Annuities

    By Guest Tom:, February 21, 2010
    • 9 replies
    • 3.3k views
    • 
    • david rigby
    • February 25, 2010

40. Trustee in Bankruptcy

    By Guest Thornton, February 20, 2010
    • 1 reply
    • 971 views
    • 
    • Peter Gulia
    • February 20, 2010

41. Form 5558

    By SMB, February 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • A Shot in the Dark
    • February 19, 2010

42. Union Contract with wage concession

    By Guest Jennyb473, February 12, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • February 12, 2010

43. valuation of Life Insurance Policy

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

44. Two plans, same trust

    By MoShawn, February 11, 2010
    • 0 replies
    • 882 views
    • 
    • MoShawn
    • February 11, 2010

45. nevermind

    By Spencer, February 5, 2010
    • 1 reply
    • 965 views
    • 
    • david rigby
    • February 5, 2010

46. Notice Regarding Periodic Benefit Statement

    By Guest Jill B, February 3, 2010
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 3, 2010

47. 401(k) (non-union) and 403(b) (union)

    By waid10, February 2, 2010
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • February 3, 2010

48. Claim Denied by Trustee?

    By Guest jfreeborn, January 31, 2010
    • 2 replies
    • 2.1k views
    • 
    • GMK
    • February 1, 2010

49. coverage testing in a DC plan

    By Belgarath, January 28, 2010
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • February 10, 2010

50. Can't find code section

    By BG5150, January 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 26, 2010