Retirement Plans in General

5,781 topics in this forum

1. 2010 COLA & Rollover Chart (Revised)

   By Gary Lesser, October 19, 2009
   • 0 replies
   • 1k views
   • 
   • Gary Lesser
   • October 19, 2009

2. Partnership suffered loss; what is comp for partner/employee

   By Trekker, October 16, 2009
   • 3 replies
   • 1.2k views
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   • Bill Presson
   • October 17, 2009

3. Rev Proc 2007-44

   By t.haley, October 15, 2009
   • 1 reply
   • 2k views
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   • Kevin C
   • October 16, 2009

4. place for it not to stand as considered ongoing

   By Guest Enda80, October 15, 2009
   • 1 reply
   • 1.1k views
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   • J Simmons
   • October 16, 2009

5. IRS Announces Plan Limits for 2010

   By Appleby, October 15, 2009
   • 0 replies
   • 812 views
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   • Appleby
   • October 15, 2009

6. People who opt out--are they participants?

   By BG5150, October 7, 2009
   • 6 replies
   • 1.3k views
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   • Tom Poje
   • October 12, 2009

7. Sitting on the horns of a dilemma

   By Guest Dash02, October 7, 2009
   • 2 replies
   • 1.1k views
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   • PensionPro
   • October 10, 2009

8. Asset Management Fees

   By MoShawn, October 6, 2009
   • 2 replies
   • 1.1k views
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   • Peter Gulia
   • October 6, 2009

9. in-kind contributions

   By M Norton, October 2, 2009
   • 3 replies
   • 2.1k views
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   • Guest
   • October 5, 2009

10. Plan documents & Docusign

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

11. This is a clarification ?

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

12. Compensation in LLC

    By Guest Tired TPA, September 30, 2009
    • 1 reply
    • 1.3k views
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    • Bird
    • September 30, 2009

13. 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

14. 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

15. fiduciary bond

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

16. 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

17. Is it imperative to have a TRUST EIN?

    By Lori H, January 6, 2009
    • 15 replies
    • 22.7k views
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    • jquazza
    • September 17, 2009

18. Affiliated Service Group?

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

19. 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

20. 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

21. 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

22. 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

23. Multiple Employer Plan

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

24. New Determination Letter

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

25. 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

26. Plan Termination

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

27. Comp Limit and Continued Benefits

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

28. Very Basic Question

    By PJ2009, August 18, 2009
    • 10 replies
    • 2.2k views
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    • PJ2009
    • August 21, 2009

29. Protected Benefit?

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

30. change in NRA

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

31. Contingency to contingent beneficiary?

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

32. Going Paperless

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

33. 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

34. Special 1-Time Early Retirement Window

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

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

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

36. late discretionary contributions

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

37. 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
    • 
    • Jim Chad
    • August 8, 2009

38. Retirement Plan entry file

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

39. Another Davis Bacon Question

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

40. Davis-Bacon Plan Design

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

41. 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
    • 848 views
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    • jevd
    • August 6, 2009

42. Refunding pre-funded contributions

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

43. 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

44. Question about deducting contributions on your tax return

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

45. Red Flags Rule

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

46. 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

47. Need ERISA Attorney in New York

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

48. 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

49. 2% S Corporation Shareholder

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

50. Target Benefit Allocation Question

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