Retirement Plans in General

5,811 topics in this forum

1. Audit Expenses

   By Guest Sieve, July 12, 2010
   • 9 replies
   • 2.3k views
   • 
   • Guest
   • July 13, 2010

2. Direct rollover to Roth - some pre-tax and some post-tax

   By Belgarath, July 12, 2010
   • 2 replies
   • 1k views
   • 
   • Belgarath
   • July 13, 2010

3. Eligibility--Counting hours worked as student in work-study program

   By Guest MAK13, July 8, 2010
   • 2 replies
   • 939 views
   • 
   • Guest
   • July 8, 2010

4. Single participant MPPP

   By Moe Howard, July 8, 2010
   • 1 reply
   • 1.3k views
   • 
   • jpod
   • July 8, 2010

5. Timing of delivery of SPD

   By BG5150, July 8, 2010
   • 5 replies
   • 2.5k views
   • 
   • david rigby
   • July 8, 2010

6. LLC earned income, IRS requirements

   By Guest forohonek, July 3, 2010
   • 4 replies
   • 2.6k views
   • 
   • Ron Snyder
   • July 7, 2010

7. D-letter or no D-letter?

   By Belgarath, June 18, 2010
   • 3 replies
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • July 6, 2010

8. In-service Distributions/Distributable Event in PS Plans

   By Guest jvgatty, June 25, 2010
   • 7 replies
   • 2.3k views
   • 
   • Guest
   • June 28, 2010

9. vesting % not following document

   By Guest Jill B, June 2, 2010
   • 9 replies
   • 1.7k views
   • 
   • Guest
   • June 28, 2010

10. Exploiting IRC Subparagraphs 3121(a)(5)(A) and 3306(a)(5)(A)

    By Guest Brian Theismann, June 13, 2010
    • 13 replies
    • 2.2k views
    • 
    • Guest
    • June 27, 2010

11. Eligibility and termination of employees

    By Lori H, June 25, 2010
    • 1 reply
    • 852 views
    • 
    • rcline46
    • June 25, 2010

12. Forfeiture reallocation

    By Guest Jodi S., June 23, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 24, 2010

13. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus, June 22, 2010
    • 0 replies
    • 885 views
    • 
    • Guest
    • June 22, 2010

14. Bank of America Fair Fund Distribution

    By BG5150, June 21, 2010
    • 4 replies
    • 3.9k views
    • 
    • movedon
    • June 22, 2010

15. Controlled Group Question

    By RayJJohnsonJr, June 18, 2010
    • 2 replies
    • 1.8k views
    • 
    • RayJJohnsonJr
    • June 19, 2010

16. Vesting Service and last day

    By Guest Serena, June 15, 2010
    • 6 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • June 17, 2010

17. Scrivener's errors

    By Guest Sieve, June 16, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 17, 2010

18. HCEs in First Year of Employer

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

19. QDIA

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

20. top heavy db-dc combo

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

21. State Seizure of Plan Assets

    By Randy Watson, May 27, 2010
    • 5 replies
    • 1.4k views
    • 
    • Ron Snyder
    • May 29, 2010

22. Excluding union employees

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

23. Reliance on opinion letter

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

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

    By Oh so SIMPLE, May 21, 2010
    • 11 replies
    • 2k views
    • 
    • masteff
    • May 21, 2010

25. Affiliated Service Group and 5% owner determination

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

26. Defeating ASG and CG rules

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

27. Retired participant returning to work

    By Guest Jill B, May 14, 2010
    • 15 replies
    • 1.7k views
    • 
    • Guest
    • May 18, 2010

28. What is Going on at the IRS?

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

29. OJSA

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

30. Combined 401(k) and DB Trust

    By Guest Spock, May 14, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 14, 2010

31. Employer contribution due date

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

32. Money Purchase Plan Merger

    By Madison71, May 10, 2010
    • 9 replies
    • 1.7k views
    • 
    • Madison71
    • May 12, 2010

33. Beneficiary Designation of Trust

    By buckaroo, May 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • buckaroo
    • May 6, 2010

34. Add-on DB for Union Employee

    By drakecohen, May 3, 2010
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • May 6, 2010

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

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

36. What is "Retirement" for RMDs?

    By Guest lizano, May 4, 2010
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 5, 2010

37. Using up an excess company contribution

    By Bird, May 4, 2010
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • May 4, 2010

38. forfeiture allocations

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

39. new comp. allocation in a terminating plan

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

40. Amount of after-tax basis not available

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

41. Privatizations and Pensions

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

42. 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

43. Fiduciary Liability as a TPA

    By HarleyBabe, April 27, 2010
    • 1 reply
    • 5.2k views
    • 
    • Ron Snyder
    • April 29, 2010

44. RMD Question

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

45. fix for non-filer

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

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

    By Peter Gulia, April 28, 2010
    • 3 replies
    • 1k views
    • 
    • QDROphile
    • April 28, 2010

47. EGTRRA volume submitter plan - IRS approval

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

48. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 11.8k views
    • 
    • Ron Snyder
    • April 15, 2010

49. when to file for an initial determination

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

50. New comp allocation - no HCE in plan

    By Jean, April 13, 2010
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • April 14, 2010