Retirement Plans in General

5,781 topics in this forum

1. Comp Limit and Continued Benefits

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

2. Protected Benefit?

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

3. Very Basic Question

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

4. Contingency to contingent beneficiary?

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

5. Special 1-Time Early Retirement Window

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

6. 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

7. change in NRA

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

8. late discretionary contributions

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

9. 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

10. Retirement Plan entry file

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

11. Another Davis Bacon Question

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

12. 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

13. Davis-Bacon Plan Design

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

14. 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

15. Question about deducting contributions on your tax return

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

16. Refunding pre-funded contributions

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

17. 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

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

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

19. IRS Audit at the TPA's office

    By mwyatt, July 29, 2009
    • 14 replies
    • 2.5k views
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    • TPApril
    • November 30, 2016

20. 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

21. 2% S Corporation Shareholder

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

22. Need ERISA Attorney in New York

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

23. Target Benefit Allocation Question

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

24. 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

25. 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
    • 866 views
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    • Guest
    • July 23, 2009

26. Who is liable?

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

27. Initial eligibility in 401(k) plan

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

28. Attribution Rules For Top Heavy Determination

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

29. Target Benefit Plan

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

30. Prevailing Wage Plans

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

31. Affiliated Service Groups

    By Guest Kevin1, July 3, 2009
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 6, 2009

32. status of in-service transfer balances when going public

    By Guest kimble46, June 30, 2009
    • 3 replies
    • 1.8k views
    • 
    • rcline46
    • July 1, 2009

33. Controlled Group?

    By Guest ANON-MD, June 25, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 25, 2009

34. Component Plans and ABT

    By Guest Inquiring Mind, June 23, 2009
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 24, 2009

35. Subsequent change in compensation

    By ombskid, June 22, 2009
    • 0 replies
    • 923 views
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    • ombskid
    • June 22, 2009

36. Definition of Comp for Sub-S Corp. Owner

    By Guest PLHart, June 19, 2009
    • 6 replies
    • 2k views
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    • jevd
    • June 22, 2009

37. Successor Liability under ERISA

    By Guest kg78, June 18, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • June 18, 2009

38. Confirmation of Integrated Allocation knowledge

    By buckaroo, June 17, 2009
    • 5 replies
    • 1.8k views
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    • buckaroo
    • June 17, 2009

39. Mandatory Employee Contributions under section 401(m)

    By buckaroo, June 17, 2009
    • 10 replies
    • 3.3k views
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    • J Simmons
    • June 18, 2009

40. 401(a) or FICA / Social Security Alternative Plans

    By Guest sammyg, June 16, 2009
    • 1 reply
    • 8.8k views
    • 
    • eeyore
    • June 18, 2009

41. Why does the IRS insist upon pain of sanction that one may not maintain a model SEP alongside another retirement plan?

    By Guest Enda80, June 12, 2009
    • 4 replies
    • 1.9k views
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    • J Simmons
    • June 15, 2009

42. Going Paperless

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

43. Most recent d-letter?

    By Oh so SIMPLE, June 6, 2009
    • 0 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • June 6, 2009

44. Eligibility and Coverage Test

    By emmetttrudy, June 4, 2009
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 4, 2009

45. Distributions for person difficult to locate; purely hypothetical case

    By Guest Enda80, June 3, 2009
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • June 3, 2009

46. Life Insurnace in Plan; Ptp requests to insure spouse

    By buckaroo, June 1, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • June 1, 2009

47. Fidelity Bond Requirements for a Retirement Plan

    By Guest Enda80, May 31, 2009
    • 2 replies
    • 1.8k views
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    • WDIK
    • June 1, 2009

48. Top Heavy

    By Guest Sieve, May 28, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 31, 2009

49. Use of forfeiture accounts

    By Santo Gold, May 27, 2009
    • 4 replies
    • 1.8k views
    • 
    • Fisher
    • May 29, 2009

50. 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