Retirement Plans in General

5,791 topics in this forum

1. State Seizure of Plan Assets

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

2. Excluding union employees

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

3. Reliance on opinion letter

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

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

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

5. Affiliated Service Group and 5% owner determination

   By Trekker, May 17, 2010
   • 2 replies
   • 3.5k views
   • 
   • Trekker
   • May 21, 2010

6. Defeating ASG and CG rules

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

7. Retired participant returning to work

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

8. What is Going on at the IRS?

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

9. OJSA

   By Guest bobolink, May 14, 2010
   • 3 replies
   • 1.8k views
   • 
   • Trekker
   • May 17, 2010

10. Combined 401(k) and DB Trust

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

11. Employer contribution due date

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

12. Money Purchase Plan Merger

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

13. Beneficiary Designation of Trust

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

14. Add-on DB for Union Employee

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

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

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

16. What is "Retirement" for RMDs?

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

17. Using up an excess company contribution

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

18. forfeiture allocations

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

19. new comp. allocation in a terminating plan

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

20. Amount of after-tax basis not available

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

21. Privatizations and Pensions

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

22. 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

23. Fiduciary Liability as a TPA

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

24. RMD Question

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

25. fix for non-filer

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

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

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

27. EGTRRA volume submitter plan - IRS approval

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

28. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.4k views
    • 
    • Ron Snyder
    • April 15, 2010

29. when to file for an initial determination

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

30. New comp allocation - no HCE in plan

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

31. Vesting Amendment

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

32. IRS Questionnaire

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

33. Form 8717

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

34. audit fees

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

35. EGTRRA, PPA, etc.

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

36. Offset Plans

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

37. Preparing for the ERPA exam

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

38. Timing of Employer Partnership Contributions

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

39. Retroactive Cafeteria Plan Amendment

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

40. Sole prop contribution deadline, extension

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

41. Real estate operating acct for 3 trusts

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

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

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

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

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

44. RMD's in 20o10

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

45. Bill participant to answer questions?

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

46. Defining Compensation

    By Guest Dash02, March 15, 2010
    • 1 reply
    • 1.2k views
    • 
    • britoski
    • March 15, 2010

47. Surrender Charge Reimbursement

    By Guest Rider, March 11, 2010
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • March 12, 2010

48. Disaggregation for testing

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

49. K-1 Income ...again.....

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

50. Control Group Question

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