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Retirement Plans in General

5,802 topics in this forum

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

    By Guest Brian Theismann,
    • 13 replies
    • 2.1k views
    • Guest
    • Guest

  2. Eligibility and termination of employees

    By Lori H,
    • 1 reply
    • 844 views

  3. Forfeiture reallocation

    By Guest Jodi S.,
    • 3 replies
    • 2.2k views
    • Guest
    • Guest

  4. Wanted: Used EXAM BOOKS Retirement Plans

    By Guest Atticus,
    • 0 replies
    • 874 views
    • Guest
    • Guest

  5. Bank of America Fair Fund Distribution

    By BG5150,
    • 4 replies
    • 3.9k views

  6. Controlled Group Question

    By RayJJohnsonJr,
    • 2 replies
    • 1.8k views

  7. Vesting Service and last day

    By Guest Serena,
    • 6 replies
    • 1.6k views

  8. Scrivener's errors

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

  9. HCEs in First Year of Employer

    By dmb,
    • 5 replies
    • 1.3k views

  10. QDIA

    By Guest Serena,
    • 0 replies
    • 983 views
    • Guest
    • Guest

  11. top heavy db-dc combo

    By Tom Poje,
    • 1 reply
    • 1k views

  12. State Seizure of Plan Assets

    By Randy Watson,
    • 5 replies
    • 1.3k views

  13. Excluding union employees

    By Guest JMN,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  14. Reliance on opinion letter

    By Guest JMN,
    • 0 replies
    • 911 views
    • Guest
    • Guest

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

    By Oh so SIMPLE,
    • 11 replies
    • 2k views

  16. Affiliated Service Group and 5% owner determination

    By Trekker,
    • 2 replies
    • 3.6k views

  17. Defeating ASG and CG rules

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

  18. Retired participant returning to work

    By Guest Jill B,
    • 15 replies
    • 1.6k views
    • Guest
    • Guest

  19. What is Going on at the IRS?

    By WDIK,
    • 9 replies
    • 1.8k views

  20. OJSA

    By Guest bobolink,
    • 3 replies
    • 1.9k views

  21. Combined 401(k) and DB Trust

    By Guest Spock,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  22. Employer contribution due date

    By Guest Peggy806,
    • 1 reply
    • 1.6k views

  23. Money Purchase Plan Merger

    By Madison71,
    • 9 replies
    • 1.7k views

  24. Beneficiary Designation of Trust

    By buckaroo,
    • 2 replies
    • 1.1k views

  25. Add-on DB for Union Employee

    By drakecohen,
    • 3 replies
    • 1.9k views

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

    By Guest BenefitsAttyDC,
    • 2 replies
    • 978 views
    • Guest
    • Guest

  27. What is "Retirement" for RMDs?

    By Guest lizano,
    • 3 replies
    • 1.7k views

  28. Using up an excess company contribution

    By Bird,
    • 4 replies
    • 1.1k views

  29. forfeiture allocations

    By Guest csals,
    • 7 replies
    • 1.4k views

  30. new comp. allocation in a terminating plan

    By Santo Gold,
    • 3 replies
    • 908 views

  31. Amount of after-tax basis not available

    By Guest Sieve,
    • 9 replies
    • 1.4k views
    • Guest
    • Guest

  32. Privatizations and Pensions

    By Guest Southern FA,
    • 0 replies
    • 755 views
    • Guest
    • Guest

  33. Alternative payments to single life annuity

    By Guest Donald L,
    • 2 replies
    • 1k views

  34. Fiduciary Liability as a TPA

    By HarleyBabe,
    • 1 reply
    • 5.1k views

  35. RMD Question

    By Madison71,
    • 0 replies
    • 856 views

  36. fix for non-filer

    By gregburst,
    • 1 reply
    • 1k views

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

    By Peter Gulia,
    • 3 replies
    • 988 views

  38. EGTRRA volume submitter plan - IRS approval

    By t.haley,
    • 1 reply
    • 962 views

  39. Power of Attorney for trustee?

    By K2retire,
    • 8 replies
    • 11.6k views

  40. when to file for an initial determination

    By Gudgergirl,
    • 0 replies
    • 848 views

  41. New comp allocation - no HCE in plan

    By Jean,
    • 3 replies
    • 1k views

  42. Vesting Amendment

    By Oh so SIMPLE,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  43. IRS Questionnaire

    By bzorc,
    • 1 reply
    • 1.3k views

  44. Form 8717

    By katieinny,
    • 1 reply
    • 1.4k views

  45. audit fees

    By Guest Jennyb473,
    • 3 replies
    • 1.1k views

  46. EGTRRA, PPA, etc.

    By SMB,
    • 1 reply
    • 1k views

  47. Offset Plans

    By mphs77,
    • 1 reply
    • 931 views

  48. Preparing for the ERPA exam

    By Guest GeorgiaEA,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  49. Timing of Employer Partnership Contributions

    By Guest Janiele,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  50. Retroactive Cafeteria Plan Amendment

    By Madison71,
    • 0 replies
    • 1.9k views
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