Retirement Plans in General

5,765 topics in this forum

1. EGTRRA volume submitter plan - IRS approval

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

2. Power of Attorney for trustee?

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

3. when to file for an initial determination

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

4. New comp allocation - no HCE in plan

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

5. Vesting Amendment

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

6. IRS Questionnaire

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

7. Form 8717

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

8. audit fees

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

9. EGTRRA, PPA, etc.

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

10. Offset Plans

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

11. Preparing for the ERPA exam

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

12. Timing of Employer Partnership Contributions

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

13. Retroactive Cafeteria Plan Amendment

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

14. Sole prop contribution deadline, extension

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

15. Real estate operating acct for 3 trusts

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

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

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

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

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

18. RMD's in 20o10

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

19. Bill participant to answer questions?

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

20. Defining Compensation

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

21. Surrender Charge Reimbursement

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

22. Disaggregation for testing

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

23. K-1 Income ...again.....

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

24. Control Group Question

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

25. SE income & 401k

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

26. Exempt Loan Status

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

27. Multiple Employer Involuntary Spin-Off

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

28. Joint DOL Treasury RFI - DC Plan Annuities

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

29. Trustee in Bankruptcy

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

30. Form 5558

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

31. GATT RATE

    By Guest LROD, February 5, 2009
    • 2 replies
    • 10.5k views
    • 
    • Guest
    • February 16, 2010

32. Union Contract with wage concession

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

33. Two plans, same trust

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

34. coverage testing in a DC plan

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

35. nevermind

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

36. Notice Regarding Periodic Benefit Statement

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

37. 401(k) (non-union) and 403(b) (union)

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

38. Claim Denied by Trustee?

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

39. Can an employee of Plan Sponsor be the Broker on the Plan?

    By Guest SWH, January 26, 2010
    • 1 reply
    • 939 views
    • 
    • Guest
    • January 27, 2010

40. Can't find code section

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

41. Form 5300 Demos

    By Guest bobolink, January 20, 2010
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2010

42. I'm pretty sure this is an affiliated service group

    By katieinny, January 19, 2010
    • 0 replies
    • 897 views
    • 
    • katieinny
    • January 19, 2010

43. new comp allocation groups

    By Santo Gold, January 13, 2010
    • 3 replies
    • 1.3k views
    • 
    • Below Ground
    • January 14, 2010

44. Need to Change Plan Sponsor

    By waid10, January 12, 2010
    • 3 replies
    • 2k views
    • 
    • WDIK
    • January 13, 2010

45. Amendment and Restatement of a Plan

    By Madison71, January 7, 2010
    • 1 reply
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 13, 2010

46. Over Contribution to Terminated Participants

    By DP, January 12, 2010
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • January 13, 2010

47. After-Tax Employee Contributions Money Purchase

    By Madison71, January 12, 2010
    • 2 replies
    • 1.6k views
    • 
    • Madison71
    • January 12, 2010

48. IRS Determination Letters

    By J Simmons, January 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • J Simmons
    • January 12, 2010

49. Schedule Q (Form 5300) Line/Demo 7

    By dmb, January 7, 2010
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • January 7, 2010

50. Related Employers?

    By Dennis Povloski, January 6, 2010
    • 0 replies
    • 937 views
    • 
    • Dennis Povloski
    • January 6, 2010