Retirement Plans in General

5,796 topics in this forum

1. Vesting Service and last day

   By Guest Serena, June 15, 2010
   • 6 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • June 17, 2010

2. Scrivener's errors

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

3. HCEs in First Year of Employer

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

4. QDIA

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

5. top heavy db-dc combo

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

6. State Seizure of Plan Assets

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

7. Excluding union employees

   By Guest JMN, May 26, 2010
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • May 26, 2010

8. Reliance on opinion letter

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

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

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

10. Affiliated Service Group and 5% owner determination

    By Trekker, May 17, 2010
    • 2 replies
    • 3.6k views
    • 
    • Trekker
    • May 21, 2010

11. Defeating ASG and CG rules

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

12. Retired participant returning to work

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

13. What is Going on at the IRS?

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

14. OJSA

    By Guest bobolink, May 14, 2010
    • 3 replies
    • 1.9k views
    • 
    • Trekker
    • May 17, 2010

15. Combined 401(k) and DB Trust

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

16. Employer contribution due date

    By Guest Peggy806, May 14, 2010
    • 1 reply
    • 1.6k views
    • 
    • Mike Preston
    • May 14, 2010

17. Money Purchase Plan Merger

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

18. Beneficiary Designation of Trust

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

19. Add-on DB for Union Employee

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

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

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

21. What is "Retirement" for RMDs?

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

22. Using up an excess company contribution

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

23. forfeiture allocations

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

24. new comp. allocation in a terminating plan

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

25. Amount of after-tax basis not available

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

26. Privatizations and Pensions

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

27. Alternative payments to single life annuity

    By Guest Donald L, April 29, 2010
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • April 30, 2010

28. Fiduciary Liability as a TPA

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

29. RMD Question

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

30. fix for non-filer

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

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

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

32. EGTRRA volume submitter plan - IRS approval

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

33. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.6k views
    • 
    • Ron Snyder
    • April 15, 2010

34. when to file for an initial determination

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

35. New comp allocation - no HCE in plan

    By Jean, April 13, 2010
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • April 14, 2010

36. Vesting Amendment

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

37. IRS Questionnaire

    By bzorc, April 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • April 9, 2010

38. Form 8717

    By katieinny, April 5, 2010
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • April 5, 2010

39. audit fees

    By Guest Jennyb473, April 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • April 5, 2010

40. EGTRRA, PPA, etc.

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

41. Offset Plans

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

42. Preparing for the ERPA exam

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

43. Timing of Employer Partnership Contributions

    By Guest Janiele, March 26, 2010
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 26, 2010

44. Retroactive Cafeteria Plan Amendment

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

45. Sole prop contribution deadline, extension

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

46. Real estate operating acct for 3 trusts

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

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

    By Guest ryan.phillips, March 18, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • March 18, 2010

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

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

49. RMD's in 20o10

    By Guest, March 16, 2010
    • 4 replies
    • 1.1k views
    • 
    • jpod
    • March 17, 2010

50. Bill participant to answer questions?

    By Guest Dave Peckham, March 16, 2010
    • 7 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2010