Retirement Plans in General

5,791 topics in this forum

1. 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
   • 854 views
   • 
   • jevd
   • August 6, 2009

2. Refunding pre-funded contributions

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

3. 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

4. Question about deducting contributions on your tax return

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

5. Red Flags Rule

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

6. 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

7. Need ERISA Attorney in New York

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

8. new TPA for Money Purchase plan

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

9. 2% S Corporation Shareholder

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

10. Target Benefit Allocation Question

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

11. 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

12. 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

13. 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
    • 873 views
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    • Guest
    • July 23, 2009

14. S corporation income issues

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

15. Who is liable?

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

16. Initial eligibility in 401(k) plan

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

17. Attribution Rules For Top Heavy Determination

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

18. Target Benefit Plan

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

19. Prevailing Wage Plans

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

20. Affiliated Service Groups

    By Guest Kevin1, July 3, 2009
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • July 6, 2009

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

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

22. Controlled Group?

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

23. Component Plans and ABT

    By Guest Inquiring Mind, June 23, 2009
    • 6 replies
    • 1.6k views
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    • Tom Poje
    • June 24, 2009

24. 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

25. Subsequent change in compensation

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

26. 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

27. 401(a) or FICA / Social Security Alternative Plans

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

28. Successor Liability under ERISA

    By Guest kg78, June 18, 2009
    • 1 reply
    • 1.5k views
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    • david rigby
    • June 18, 2009

29. Confirmation of Integrated Allocation knowledge

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

30. 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

31. Most recent d-letter?

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

32. Eligibility and Coverage Test

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

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

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

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

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

35. Fidelity Bond Requirements for a Retirement Plan

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

36. Top Heavy

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

37. Use of forfeiture accounts

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

38. Moving Deadline if it falls on weekend/holiday

    By Guest bobolink, May 21, 2009
    • 3 replies
    • 3.2k views
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    • mming
    • May 21, 2009

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

    By Guest lawallach, May 21, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 21, 2009

40. Convertion of 403(a) Plan

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

41. tax deduction for self-employed

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

42. Prohibited Transactions

    By Ron Snyder, July 19, 2006
    • 43 replies
    • 11k views
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    • KJohnson
    • May 14, 2009

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

    By Lynn Campbell, November 7, 2000
    • 3 replies
    • 25.7k views
    • 
    • Guest
    • May 13, 2009

44. compensation questions

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

45. ERISA code online

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

46. retirement plans through the years

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

47. DOL Investigations

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

48. target benefit and the land of the bizarre

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

49. Two Plans and Two Top Heavy Vesting Schedules

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

50. Discretionary Non-elective Contribution

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