Retirement Plans in General

5,781 topics in this forum

1. 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
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   • Guest
   • July 26, 2009

2. 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

3. 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
   • 869 views
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   • Guest
   • July 23, 2009

4. S corporation income issues

   By Gary, November 19, 2002
   • 14 replies
   • 8k views
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   • Bill Presson
   • July 19, 2009

5. Who is liable?

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

6. Initial eligibility in 401(k) plan

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

7. Attribution Rules For Top Heavy Determination

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

8. Target Benefit Plan

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

9. Prevailing Wage Plans

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

10. Affiliated Service Groups

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

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

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

12. Controlled Group?

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

13. Component Plans and ABT

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

14. 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

15. Subsequent change in compensation

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

16. 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

17. 401(a) or FICA / Social Security Alternative Plans

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

18. Successor Liability under ERISA

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

19. Confirmation of Integrated Allocation knowledge

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

20. 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

21. Most recent d-letter?

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

22. Eligibility and Coverage Test

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

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

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

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

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

25. 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

26. Top Heavy

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

27. Use of forfeiture accounts

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

28. Moving Deadline if it falls on weekend/holiday

    By Guest bobolink, May 21, 2009
    • 3 replies
    • 3.1k views
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    • mming
    • May 21, 2009

29. How to get sued and fined $200,000 bu IRS

    By Guest lawallach, May 21, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • May 21, 2009

30. Convertion of 403(a) Plan

    By Guest Tom:, May 19, 2009
    • 0 replies
    • 1.3k views
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    • Guest
    • May 19, 2009

31. tax deduction for self-employed

    By Beemer, May 15, 2009
    • 0 replies
    • 1k views
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    • Beemer
    • May 15, 2009

32. Prohibited Transactions

    By Ron Snyder, July 19, 2006
    • 43 replies
    • 10.9k views
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    • KJohnson
    • May 14, 2009

33. How to get a copy of a Determination Letter from the IRS

    By Lynn Campbell, November 7, 2000
    • 3 replies
    • 25.6k views
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    • Guest
    • May 13, 2009

34. compensation questions

    By AKconsult, May 13, 2009
    • 0 replies
    • 1.4k views
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    • AKconsult
    • May 13, 2009

35. ERISA code online

    By BG5150, May 8, 2009
    • 1 reply
    • 2.1k views
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    • david rigby
    • May 8, 2009

36. retirement plans through the years

    By Guest nynaeve, May 4, 2009
    • 2 replies
    • 1.2k views
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    • david rigby
    • May 4, 2009

37. DOL Investigations

    By Guest bobolink, May 1, 2009
    • 4 replies
    • 4.1k views
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    • A Shot in the Dark
    • May 4, 2009

38. target benefit and the land of the bizarre

    By Tom Poje, April 30, 2009
    • 0 replies
    • 976 views
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    • Tom Poje
    • April 30, 2009

39. Two Plans and Two Top Heavy Vesting Schedules

    By Guest Holly Foster, April 29, 2009
    • 2 replies
    • 2.4k views
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    • Guest
    • April 29, 2009

40. Discretionary Non-elective Contribution

    By Guest sritts, April 27, 2009
    • 1 reply
    • 2.3k views
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    • BG5150
    • April 27, 2009

41. Changing a model SEP plan to a plain SEP plain; how does one do that? What variations in eligiblity requirements occur between the two?

    By Guest Enda80, April 25, 2009
    • 2 replies
    • 986 views
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    • GBurns
    • April 27, 2009

42. Small Plan or Big Plan?

    By mming, April 23, 2009
    • 2 replies
    • 1.1k views
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    • Lou S.
    • April 24, 2009

43. Excluding high paid NHCEs

    By TPAnnie, April 23, 2009
    • 2 replies
    • 1.8k views
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    • Bird
    • April 24, 2009

44. When doing calculations for allocations for self-employed earned income for a retirement plan, does one just subtract the allocation for the employee(

    By Guest Enda80, April 22, 2009
    • 5 replies
    • 1.4k views
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    • masteff
    • April 23, 2009

45. ERPA EXAM

    By Rai401k, March 18, 2009
    • 6 replies
    • 3.3k views
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    • Kevin C
    • April 23, 2009

46. Affiliated Service group

    By Guest Sieve, April 21, 2009
    • 1 reply
    • 1k views
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    • J Simmons
    • April 23, 2009

47. Garnishment of CHURCH PLAN pension benefits

    By Guest krijowri, April 14, 2009
    • 2 replies
    • 1.4k views
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    • Guest
    • April 20, 2009

48. Small business exemption from having a fidelity bond for the retirement plan? Small business exemption from having a fidelity bond for the retirement

    By Guest Enda80, April 9, 2009
    • 5 replies
    • 3.1k views
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    • jpod
    • April 14, 2009

49. SEP Plan Question

    By Guest Enda80, April 9, 2009
    • 2 replies
    • 1.2k views
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    • jevd
    • April 10, 2009

50. 30% Limit On Passive Income Paid as Management Fee and Treated as Earned Income

    By Guest EMM118, April 8, 2009
    • 1 reply
    • 1k views
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    • Kevin C
    • April 9, 2009