Retirement Plans in General

5,772 topics in this forum

1. Surrender Charge Reimbursement

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

2. Disaggregation for testing

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

3. K-1 Income ...again.....

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

4. Control Group Question

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

5. SE income & 401k

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

6. Exempt Loan Status

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

7. Multiple Employer Involuntary Spin-Off

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

8. Joint DOL Treasury RFI - DC Plan Annuities

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

9. Trustee in Bankruptcy

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

10. Form 5558

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

11. Union Contract with wage concession

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

12. valuation of Life Insurance Policy

    By Guest Nixdad, February 12, 2010
    • 2 replies
    • 1.5k views
    • 
    • Ron Snyder
    • September 13, 2010

13. Two plans, same trust

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

14. nevermind

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

15. Notice Regarding Periodic Benefit Statement

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

16. 401(k) (non-union) and 403(b) (union)

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

17. Claim Denied by Trustee?

    By Guest jfreeborn, January 31, 2010
    • 2 replies
    • 2.2k views
    • 
    • GMK
    • February 1, 2010

18. coverage testing in a DC plan

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

19. Can't find code section

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

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

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

21. Form 5300 Demos

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

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

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

23. new comp allocation groups

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

24. Need to Change Plan Sponsor

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

25. After-Tax Employee Contributions Money Purchase

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

26. Over Contribution to Terminated Participants

    By DP, January 12, 2010
    • 3 replies
    • 1.8k views
    • 
    • Bird
    • January 13, 2010

27. IRS Determination Letters

    By J Simmons, January 12, 2010
    • 2 replies
    • 1.6k views
    • 
    • J Simmons
    • January 12, 2010

28. Amendment and Restatement of a Plan

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

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

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

30. Related Employers?

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

31. HEART Act

    By Belgarath, January 6, 2010
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • January 6, 2010

32. Amount of ERISA Bond

    By Dougsbpc, January 6, 2010
    • 0 replies
    • 925 views
    • 
    • Dougsbpc
    • January 6, 2010

33. Possible Prohibited Transaction?

    By mming, January 6, 2010
    • 4 replies
    • 1.3k views
    • 
    • jpod
    • January 6, 2010

34. IRC 432

    By benpat3, January 4, 2010
    • 0 replies
    • 2k views
    • 
    • benpat3
    • January 4, 2010

35. Plan Termination / Merger

    By PainPA, December 23, 2009
    • 10 replies
    • 1.4k views
    • 
    • david rigby
    • December 23, 2009

36. FICA on profit sharing contribution

    By Santo Gold, December 18, 2009
    • 1 reply
    • 3.7k views
    • 
    • jpod
    • December 18, 2009

37. Self Correction possible?

    By J Simmons, December 18, 2009
    • 5 replies
    • 1.7k views
    • 
    • J Simmons
    • December 20, 2009

38. Partnerships

    By Guest naveen, December 11, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2009

39. Rollover employer stock to IRA

    By Guest JM123, December 10, 2009
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • July 12, 2011

40. Two Plans Within A Controlled Group

    By mming, December 9, 2009
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • December 9, 2009

41. Controlled group

    By Guest Sieve, December 7, 2009
    • 9 replies
    • 2.3k views
    • 
    • rcline46
    • December 9, 2009

42. controlled group husband and wife

    By Santo Gold, December 4, 2009
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • December 4, 2009

43. Contribute to own retirement swhen office sharing

    By Guest booziboy, December 4, 2009
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • December 4, 2009

44. Contributions and Allocations

    By Guest Jim_Mauro9, December 2, 2009
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • December 3, 2009

45. Trust ID #'s

    By Doghouse, December 1, 2009
    • 2 replies
    • 959 views
    • 
    • J Simmons
    • December 2, 2009

46. Leased employees

    By Bird, December 1, 2009
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • December 9, 2009

47. Partnership Owner Issues

    By Lou S., December 1, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • December 1, 2009

48. Plan Compensation

    By perkinsran, November 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • December 1, 2009

49. Who is the FSO?

    By cpc0506, November 25, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 28, 2009

50. Single Employer - Controlled Group/Tiered Partnership

    By Guest RS1, November 23, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 23, 2009