Retirement Plans in General

5,781 topics in this forum

1. Employer contribution due date

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

2. Money Purchase Plan Merger

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

3. Beneficiary Designation of Trust

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

4. Add-on DB for Union Employee

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

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

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

6. What is "Retirement" for RMDs?

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

7. Using up an excess company contribution

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

8. forfeiture allocations

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

9. new comp. allocation in a terminating plan

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

10. Amount of after-tax basis not available

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

11. Privatizations and Pensions

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

12. 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

13. Fiduciary Liability as a TPA

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

14. RMD Question

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

15. fix for non-filer

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

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

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

17. EGTRRA volume submitter plan - IRS approval

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

18. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.3k views
    • 
    • Ron Snyder
    • April 15, 2010

19. when to file for an initial determination

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

20. New comp allocation - no HCE in plan

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

21. Vesting Amendment

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

22. IRS Questionnaire

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

23. Form 8717

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

24. audit fees

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

25. EGTRRA, PPA, etc.

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

26. Offset Plans

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

27. Preparing for the ERPA exam

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

28. Timing of Employer Partnership Contributions

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

29. Retroactive Cafeteria Plan Amendment

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

30. Sole prop contribution deadline, extension

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

31. Real estate operating acct for 3 trusts

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

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

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

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

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

34. RMD's in 20o10

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

35. Bill participant to answer questions?

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

36. Defining Compensation

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

37. Surrender Charge Reimbursement

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

38. Disaggregation for testing

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

39. K-1 Income ...again.....

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

40. Control Group Question

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

41. SE income & 401k

    By Monica Barnard, March 4, 2010
    • 1 reply
    • 1.6k views
    • 
    • K2retire
    • March 4, 2010

42. Exempt Loan Status

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

43. Multiple Employer Involuntary Spin-Off

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

44. Joint DOL Treasury RFI - DC Plan Annuities

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

45. Trustee in Bankruptcy

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

46. Form 5558

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

47. GATT RATE

    By Guest LROD, February 5, 2009
    • 2 replies
    • 10.6k views
    • 
    • Guest
    • February 16, 2010

48. Union Contract with wage concession

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

49. Two plans, same trust

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

50. coverage testing in a DC plan

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