Retirement Plans in General

5,772 topics in this forum

1. Plan documents & Docusign

   By doombuggy, September 24, 2009
   • 2 replies
   • 1.5k views
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   • doombuggy
   • October 1, 2009

2. This is a clarification ?

   By jevd, September 29, 2009
   • 16 replies
   • 1.8k views
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   • jevd
   • September 30, 2009

3. Compensation in LLC

   By Guest Tired TPA, September 30, 2009
   • 1 reply
   • 1.2k views
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   • Bird
   • September 30, 2009

4. In-kind Transfer for 401(k) plan from old trustee to new trustee

   By Guest kdddk14, September 28, 2009
   • 2 replies
   • 1.9k views
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   • Bird
   • September 29, 2009

5. Keogh vs SEP - Asset Protection - Seeking Articles on Subject

   By Guest kprhok, September 25, 2009
   • 0 replies
   • 1.7k views
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   • Guest
   • September 25, 2009

6. fiduciary bond

   By Scuba 401, September 24, 2009
   • 0 replies
   • 945 views
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   • Scuba 401
   • September 24, 2009

7. Retirement Bonus -- Is It Vested?

   By Guest Richard Bellamy, September 16, 2009
   • 7 replies
   • 2.3k views
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   • david rigby
   • September 18, 2009

8. Is it imperative to have a TRUST EIN?

   By Lori H, January 6, 2009
   • 15 replies
   • 22.5k views
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   • jquazza
   • September 17, 2009

9. Affiliated Service Group?

   By Guest tom w, September 3, 2009
   • 4 replies
   • 1.9k views
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   • Young Curmudgeon
   • September 17, 2009

10. Accountant's Opinion/Large Plan Filing

    By Guest dhall, September 15, 2009
    • 1 reply
    • 1.1k views
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    • PensionPro
    • September 15, 2009

11. PSP, no k or m features, 2 year in-service withdrawals

    By J Simmons, September 13, 2009
    • 8 replies
    • 1.7k views
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    • J Simmons
    • September 15, 2009

12. 410(B) Coverage Requirements and Controlled Groups

    By Guest Enda80, September 14, 2009
    • 1 reply
    • 2k views
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    • Tom Poje
    • September 15, 2009

13. plan limits for fiscal year plans

    By M Norton, September 10, 2009
    • 4 replies
    • 7.1k views
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    • M Norton
    • September 10, 2009

14. Multiple Employer Plan

    By Randy Watson, September 8, 2009
    • 6 replies
    • 2k views
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    • J Simmons
    • September 9, 2009

15. New Determination Letter

    By Guest ebailey, September 4, 2009
    • 0 replies
    • 1k views
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    • Guest
    • September 4, 2009

16. Moody's Monthly Corporate Average Bond Yields

    By Guest SuzanneM, August 28, 2009
    • 1 reply
    • 3.2k views
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    • WDIK
    • August 28, 2009

17. Plan Termination

    By waid10, August 28, 2009
    • 0 replies
    • 1.4k views
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    • waid10
    • August 28, 2009

18. Comp Limit and Continued Benefits

    By Guest Retirement4Life, August 21, 2009
    • 3 replies
    • 1.2k views
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    • Bird
    • August 22, 2009

19. Very Basic Question

    By PJ2009, August 18, 2009
    • 10 replies
    • 2.1k views
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    • PJ2009
    • August 21, 2009

20. Protected Benefit?

    By Guest bobolink, August 20, 2009
    • 2 replies
    • 980 views
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    • Guest
    • August 20, 2009

21. change in NRA

    By AlbanyConsultant, August 11, 2009
    • 1 reply
    • 1.2k views
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    • Trekker
    • August 19, 2009

22. Contingency to contingent beneficiary?

    By MoShawn, August 17, 2009
    • 1 reply
    • 1.4k views
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    • J Simmons
    • August 17, 2009

23. Going Paperless

    By waid10, June 8, 2009
    • 5 replies
    • 1.7k views
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    • Monica Barnard
    • August 15, 2009

24. Affiliate Service Group and Independent Contractor

    By Guest MarcA, July 31, 2009
    • 2 replies
    • 1.3k views
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    • Tom Poje
    • August 12, 2009

25. Special 1-Time Early Retirement Window

    By PJ2009, August 12, 2009
    • 0 replies
    • 1k views
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    • PJ2009
    • August 12, 2009

26. Physicians Group contracted by National Group ASG? PEO?

    By Guest Born2Run, August 11, 2009
    • 0 replies
    • 956 views
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    • Guest
    • August 11, 2009

27. late discretionary contributions

    By Tom Poje, August 10, 2009
    • 1 reply
    • 877 views
    • 
    • movedon
    • August 10, 2009

28. Fidelity Bond Question for retirement plans; any special exceptions for plans with separate accounts as opposed to a pooled account?

    By Guest Enda80, August 8, 2009
    • 2 replies
    • 1.4k views
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    • Jim Chad
    • August 8, 2009

29. Retirement Plan entry file

    By Guest Enda80, August 8, 2009
    • 1 reply
    • 900 views
    • 
    • Jim Chad
    • August 8, 2009

30. Another Davis Bacon Question

    By Laura Harrington, August 7, 2009
    • 2 replies
    • 1.8k views
    • 
    • Laura Harrington
    • August 7, 2009

31. Davis-Bacon Plan Design

    By Guest SDR, August 4, 2009
    • 2 replies
    • 1.5k views
    • 
    • Effen
    • August 7, 2009

32. Question about distributions from a retirement plan; if they begin before the demise of the account holder

    By Guest Enda80, August 6, 2009
    • 1 reply
    • 839 views
    • 
    • jevd
    • August 6, 2009

33. Refunding pre-funded contributions

    By Bird, July 31, 2009
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • August 3, 2009

34. Form 5558 question; do they still send out that letter that they inform taxpayers to keep with with their tax records? Form 5558 question; do they st

    By Guest Enda80, August 2, 2009
    • 1 reply
    • 1.7k views
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    • Jim Chad
    • August 3, 2009

35. Question about deducting contributions on your tax return

    By Guest Enda80, August 2, 2009
    • 1 reply
    • 898 views
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    • Belgarath
    • August 3, 2009

36. Red Flags Rule

    By Guest Dune, May 21, 2009
    • 4 replies
    • 1.9k views
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    • rcline46
    • July 31, 2009

37. Top Heavy DC & DB Plans for Mid-Size Physicians Group

    By Guest Jaym32, July 30, 2009
    • 6 replies
    • 1.4k views
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    • Guest
    • July 31, 2009

38. Need ERISA Attorney in New York

    By Guest AbbyP, July 29, 2009
    • 4 replies
    • 984 views
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    • Guest
    • July 30, 2009

39. new TPA for Money Purchase plan

    By M Norton, July 29, 2009
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 30, 2009

40. 2% S Corporation Shareholder

    By Guest Buzzman, July 29, 2009
    • 0 replies
    • 2.3k views
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    • Guest
    • July 29, 2009

41. Target Benefit Allocation Question

    By Guest jc1457, July 28, 2009
    • 2 replies
    • 1k views
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    • Tom Poje
    • July 28, 2009

42. What laws must a retirement plan amend for after 12/31/2006? What provisions of the Pension Protection Act of 2006 must one amend for after 12/31/2006

    By Guest Enda80, May 25, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2009

43. What official sources dictate that a 401(k) plan have a definitely sta

    By Guest Enda80, July 25, 2009
    • 3 replies
    • 1.2k views
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    • J Simmons
    • July 25, 2009

44. Tax on the trust income due to plan disqualification; do all earnings of the trust turn taxable, not just those earnings traceable to the contribution

    By Guest Enda80, July 23, 2009
    • 0 replies
    • 864 views
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    • Guest
    • July 23, 2009

45. S corporation income issues

    By Gary, November 19, 2002
    • 14 replies
    • 7.9k views
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    • Bill Presson
    • July 19, 2009

46. Who is liable?

    By Belgarath, July 9, 2009
    • 7 replies
    • 4.8k views
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    • Peter Gulia
    • July 18, 2009

47. Initial eligibility in 401(k) plan

    By MoShawn, July 9, 2009
    • 14 replies
    • 6.2k views
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    • MoShawn
    • July 15, 2009

48. Attribution Rules For Top Heavy Determination

    By mming, July 9, 2009
    • 1 reply
    • 1.6k views
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    • K2retire
    • July 9, 2009

49. Target Benefit Plan

    By Guest GMec, July 8, 2009
    • 1 reply
    • 1.4k views
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    • WDIK
    • July 8, 2009

50. Prevailing Wage Plans

    By msmith, July 8, 2009
    • 0 replies
    • 1.2k views
    • 
    • msmith
    • July 8, 2009