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Retirement Plans in General

5,848 topics in this forum

  1. Notice to Participants

    By Guest Jill41402,
    • 0 replies
    • 997 views
    • Guest
    • Guest

  2. USERRA and Eligibility?

    By Guest ERISA Anononymous,
    • 1 reply
    • 1.3k views

  3. Plan limits

    By Tom Poje,
    • 12 replies
    • 2.6k views
    • Guest
    • Guest

  4. Notice to Whom?

    By Just Me,
    • 7 replies
    • 2.2k views

  5. Early Participation Rule

    By RDY2RTR,
    • 3 replies
    • 3.1k views

  6. new DOL & AICPA website

    By DMcGovern,
    • 2 replies
    • 1.2k views

  7. Permitted Dispairy

    By Guest RSpecht,
    • 2 replies
    • 1.4k views

  8. start-up credit

    By Santo Gold,
    • 0 replies
    • 1.1k views

  9. "Finder's fee" for referring plans to TPA

    By Guest Sieve,
    • 5 replies
    • 2.5k views
    • Guest
    • Guest

  10. Prohibited Transaction Question

    By J Simmons,
    • 11 replies
    • 2.3k views
    • Guest
    • Guest

  11. Qualifying a Puerto Rican Plan?

    By Guest bobolink,
    • 0 replies
    • 914 views
    • Guest
    • Guest

  12. Top heavy contribution

    By Belgarath,
    • 6 replies
    • 2.1k views

  13. Resigning on non-responsive clients

    By Guest JHeller,
    • 3 replies
    • 2.2k views

  14. Health premiums for sole proprietor

    By ombskid,
    • 1 reply
    • 1.3k views

  15. Restating to Pre-approved plan

    By Oh so SIMPLE,
    • 3 replies
    • 1.4k views

  16. Simplify to just 70 1/2 for all employees

    By Oh so SIMPLE,
    • 5 replies
    • 1.4k views
    • GMK
    • GMK

  17. charging participants for the plan audit

    By Santo Gold,
    • 2 replies
    • 1.2k views

  18. Partner Comp, ASG and Other Animals

    By PensionPro,
    • 4 replies
    • 1.3k views

  19. No longer common control

    By Guest gbialikcpa,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  20. Sole proprieter owns 2 separate entities

    By R. Butler,
    • 10 replies
    • 2.1k views

  21. Pension Application

    By Guest Ohio City,
    • 1 reply
    • 1.1k views

  22. EOB 2010 Online & books for sale

    By Guest Atticus,
    • 1 reply
    • 1.5k views

  23. valuation of Life Insurance Policy

    By Guest Nixdad,
    • 2 replies
    • 1.8k views

  24. Vesting question; you have to comply with PPA strictures on vesting even though the PPA restatement/amendment has not come due?

    By Guest PivotTable,
    • 5 replies
    • 1.9k views

  25. annual contribution - but no SECA tax paid?

    By Guest forohonek,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  26. Client Does Not Want to Make Safe Harbor Contribution

    By KateSmithPA,
    • 1 reply
    • 1.1k views

  27. Reinstatement of Forfeitures

    By DP,
    • 8 replies
    • 8.4k views

  28. Pension Benefit Statements - CBA Plans

    By JRG,
    • 1 reply
    • 1.2k views

  29. Plan eligibility mis-amendment

    By MoShawn,
    • 0 replies
    • 1.1k views

  30. Form 8752, Section 7519; not sure if these directly refer to retirement plans

    By Guest PivotTable,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  31. Electronic Storage of Retirement Plan Participant Files

    By Guest Benny Comply,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  32. Commingling DB & Participant Directed DC Assets

    By Dennis Povloski,
    • 2 replies
    • 1.8k views

  33. Direct deposit of pension payments

    By JWK,
    • 0 replies
    • 1.4k views

  34. Yet another Self-Employment Issue

    By Laura Harrington,
    • 4 replies
    • 1.4k views

  35. Retirement plans

    By Guest youngcarter,
    • 2 replies
    • 1.3k views

  36. "maintained by"

    By BTG,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  37. 401(k) SNHEC and Integrated PS Allocation

    By buckaroo,
    • 26 replies
    • 9.7k views

  38. sole prop filing/funding deadline

    By Santo Gold,
    • 4 replies
    • 1.8k views

  39. Audit Expenses

    By Guest Sieve,
    • 9 replies
    • 2.5k views
    • Guest
    • Guest

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

    By Belgarath,
    • 2 replies
    • 1.2k views

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

    By Guest MAK13,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  42. Single participant MPPP

    By Moe Howard,
    • 1 reply
    • 1.5k views

  43. Timing of delivery of SPD

    By BG5150,
    • 5 replies
    • 2.9k views

  44. LLC earned income, IRS requirements

    By Guest forohonek,
    • 4 replies
    • 3k views

  45. D-letter or no D-letter?

    By Belgarath,
    • 3 replies
    • 1.6k views

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

    By Guest jvgatty,
    • 7 replies
    • 2.5k views
    • Guest
    • Guest

  47. vesting % not following document

    By Guest Jill B,
    • 9 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest Brian Theismann,
    • 13 replies
    • 2.4k views
    • Guest
    • Guest

  49. Eligibility and termination of employees

    By Lori H,
    • 1 reply
    • 1k views

  50. Forfeiture reallocation

    By Guest Jodi S.,
    • 3 replies
    • 2.5k views
    • Guest
    • Guest
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