Retirement Plans in General

5,848 topics in this forum

1. Wanted: Used EXAM BOOKS Retirement Plans

   By Guest Atticus, June 22, 2010
   • 0 replies
   • 1k views
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   • Guest
   • June 22, 2010

2. Bank of America Fair Fund Distribution

   By BG5150, June 21, 2010
   • 4 replies
   • 4.2k views
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   • movedon
   • June 22, 2010

3. Controlled Group Question

   By RayJJohnsonJr, June 18, 2010
   • 2 replies
   • 2.1k views
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   • RayJJohnsonJr
   • June 19, 2010

4. Vesting Service and last day

   By Guest Serena, June 15, 2010
   • 6 replies
   • 1.9k views
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   • John Feldt ERPA CPC QPA
   • June 17, 2010

5. Scrivener's errors

   By Guest Sieve, June 16, 2010
   • 1 reply
   • 1.6k views
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   • Guest
   • June 17, 2010

6. HCEs in First Year of Employer

   By dmb, June 10, 2010
   • 5 replies
   • 1.5k views
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   • dmb
   • June 14, 2010

7. QDIA

   By Guest Serena, June 14, 2010
   • 0 replies
   • 1.1k views
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   • Guest
   • June 14, 2010

8. top heavy db-dc combo

   By Tom Poje, June 2, 2010
   • 1 reply
   • 1.2k views
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   • Mike Preston
   • June 3, 2010

9. State Seizure of Plan Assets

   By Randy Watson, May 27, 2010
   • 5 replies
   • 1.7k views
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   • Ron Snyder
   • May 29, 2010

10. Excluding union employees

    By Guest JMN, May 26, 2010
    • 2 replies
    • 1.8k views
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    • Guest
    • May 26, 2010

11. Reliance on opinion letter

    By Guest JMN, May 23, 2010
    • 0 replies
    • 1.1k views
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    • Guest
    • May 23, 2010

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

    By Oh so SIMPLE, May 21, 2010
    • 11 replies
    • 2.3k views
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    • masteff
    • May 21, 2010

13. Affiliated Service Group and 5% owner determination

    By Trekker, May 17, 2010
    • 2 replies
    • 3.8k views
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    • Trekker
    • May 21, 2010

14. Defeating ASG and CG rules

    By Oh so SIMPLE, May 21, 2010
    • 3 replies
    • 1.8k views
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    • Guest
    • May 21, 2010

15. Retired participant returning to work

    By Guest Jill B, May 14, 2010
    • 15 replies
    • 1.9k views
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    • Guest
    • May 18, 2010

16. What is Going on at the IRS?

    By WDIK, May 11, 2010
    • 9 replies
    • 2.3k views
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    • Trekker
    • May 17, 2010

17. OJSA

    By Guest bobolink, May 14, 2010
    • 3 replies
    • 2.1k views
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    • Trekker
    • May 17, 2010

18. Combined 401(k) and DB Trust

    By Guest Spock, May 14, 2010
    • 2 replies
    • 1.3k views
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    • Guest
    • May 14, 2010

19. Employer contribution due date

    By Guest Peggy806, May 14, 2010
    • 1 reply
    • 1.8k views
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    • Mike Preston
    • May 14, 2010

20. Money Purchase Plan Merger

    By Madison71, May 10, 2010
    • 9 replies
    • 2k views
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    • Madison71
    • May 12, 2010

21. Beneficiary Designation of Trust

    By buckaroo, May 5, 2010
    • 2 replies
    • 1.2k views
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    • buckaroo
    • May 6, 2010

22. Add-on DB for Union Employee

    By drakecohen, May 3, 2010
    • 3 replies
    • 2.3k views
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    • Mike Preston
    • May 6, 2010

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

    By Guest BenefitsAttyDC, May 5, 2010
    • 2 replies
    • 1.2k views
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    • Guest
    • May 6, 2010

24. What is "Retirement" for RMDs?

    By Guest lizano, May 4, 2010
    • 3 replies
    • 2k views
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    • Tom Poje
    • May 5, 2010

25. Using up an excess company contribution

    By Bird, May 4, 2010
    • 4 replies
    • 1.5k views
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    • Belgarath
    • May 4, 2010

26. forfeiture allocations

    By Guest csals, May 3, 2010
    • 7 replies
    • 2k views
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    • BG5150
    • May 4, 2010

27. new comp. allocation in a terminating plan

    By Santo Gold, May 4, 2010
    • 3 replies
    • 1.2k views
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    • Mike Preston
    • May 4, 2010

28. Amount of after-tax basis not available

    By Guest Sieve, April 27, 2010
    • 9 replies
    • 1.7k views
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    • Guest
    • April 30, 2010

29. Privatizations and Pensions

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

30. Alternative payments to single life annuity

    By Guest Donald L, April 29, 2010
    • 2 replies
    • 1.2k views
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    • John Feldt ERPA CPC QPA
    • April 30, 2010

31. Fiduciary Liability as a TPA

    By HarleyBabe, April 27, 2010
    • 1 reply
    • 5.5k views
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    • Ron Snyder
    • April 29, 2010

32. RMD Question

    By Madison71, April 29, 2010
    • 0 replies
    • 1.1k views
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    • Madison71
    • April 29, 2010

33. fix for non-filer

    By gregburst, April 28, 2010
    • 1 reply
    • 1.2k views
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    • WDIK
    • April 28, 2010

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

    By Peter Gulia, April 28, 2010
    • 3 replies
    • 1.3k views
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    • QDROphile
    • April 28, 2010

35. EGTRRA volume submitter plan - IRS approval

    By t.haley, April 27, 2010
    • 1 reply
    • 1.1k views
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    • Dougsbpc
    • April 27, 2010

36. Power of Attorney for trustee?

    By K2retire, March 29, 2010
    • 8 replies
    • 12.3k views
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    • Ron Snyder
    • April 15, 2010

37. when to file for an initial determination

    By Gudgergirl, April 15, 2010
    • 0 replies
    • 1.2k views
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    • Gudgergirl
    • April 15, 2010

38. New comp allocation - no HCE in plan

    By Jean, April 13, 2010
    • 3 replies
    • 1.5k views
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    • Mike Preston
    • April 14, 2010

39. Vesting Amendment

    By Oh so SIMPLE, April 8, 2010
    • 3 replies
    • 1.9k views
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    • Guest
    • April 13, 2010

40. IRS Questionnaire

    By bzorc, April 9, 2010
    • 1 reply
    • 1.5k views
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    • GMK
    • April 9, 2010

41. Form 8717

    By katieinny, April 5, 2010
    • 1 reply
    • 1.6k views
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    • J Simmons
    • April 5, 2010

42. audit fees

    By Guest Jennyb473, April 2, 2010
    • 3 replies
    • 1.3k views
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    • david rigby
    • April 5, 2010

43. EGTRRA, PPA, etc.

    By SMB, April 2, 2010
    • 1 reply
    • 1.3k views
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    • PensionPro
    • April 2, 2010

44. Offset Plans

    By mphs77, March 16, 2010
    • 1 reply
    • 1.1k views
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    • Blinky the 3-eyed Fish
    • April 2, 2010

45. Preparing for the ERPA exam

    By Guest GeorgiaEA, March 31, 2010
    • 0 replies
    • 2.1k views
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    • Guest
    • March 31, 2010

46. Timing of Employer Partnership Contributions

    By Guest Janiele, March 26, 2010
    • 0 replies
    • 2.3k views
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    • Guest
    • March 26, 2010

47. Retroactive Cafeteria Plan Amendment

    By Madison71, March 25, 2010
    • 0 replies
    • 2.1k views
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    • Madison71
    • March 25, 2010

48. Sole prop contribution deadline, extension

    By movedon, March 24, 2010
    • 1 reply
    • 1.5k views
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    • Jim Chad
    • March 25, 2010

49. Real estate operating acct for 3 trusts

    By Guest Dave Peckham, March 24, 2010
    • 0 replies
    • 1.1k views
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    • Guest
    • March 24, 2010

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

    By Guest ryan.phillips, March 18, 2010
    • 1 reply
    • 1.2k views
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    • david rigby
    • March 18, 2010