Retirement Plans in General

5,817 topics in this forum

1. 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

2. fiduciary bond

   By Scuba 401, September 24, 2009
   • 0 replies
   • 1k views
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   • Scuba 401
   • September 24, 2009

3. Retirement Bonus -- Is It Vested?

   By Guest Richard Bellamy, September 16, 2009
   • 7 replies
   • 2.6k views
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   • david rigby
   • September 18, 2009

4. Is it imperative to have a TRUST EIN?

   By Lori H, January 6, 2009
   • 15 replies
   • 23.9k views
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   • jquazza
   • September 17, 2009

5. Affiliated Service Group?

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

6. Accountant's Opinion/Large Plan Filing

   By Guest dhall, September 15, 2009
   • 1 reply
   • 1.2k views
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   • PensionPro
   • September 15, 2009

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

   By J Simmons, September 13, 2009
   • 8 replies
   • 1.8k views
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   • J Simmons
   • September 15, 2009

8. 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

9. plan limits for fiscal year plans

   By M Norton, September 10, 2009
   • 4 replies
   • 7.2k views
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   • M Norton
   • September 10, 2009

10. Multiple Employer Plan

    By Randy Watson, September 8, 2009
    • 6 replies
    • 2.1k views
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    • J Simmons
    • September 9, 2009

11. New Determination Letter

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

12. 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

13. Plan Termination

    By waid10, August 28, 2009
    • 0 replies
    • 1.5k views
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    • waid10
    • August 28, 2009

14. Comp Limit and Continued Benefits

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

15. Very Basic Question

    By PJ2009, August 18, 2009
    • 10 replies
    • 2.3k views
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    • PJ2009
    • August 21, 2009

16. Protected Benefit?

    By Guest bobolink, August 20, 2009
    • 2 replies
    • 1k views
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    • Guest
    • August 20, 2009

17. change in NRA

    By AlbanyConsultant, August 11, 2009
    • 1 reply
    • 1.4k views
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    • Trekker
    • August 19, 2009

18. Contingency to contingent beneficiary?

    By MoShawn, August 17, 2009
    • 1 reply
    • 1.5k views
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    • J Simmons
    • August 17, 2009

19. Going Paperless

    By waid10, June 8, 2009
    • 5 replies
    • 1.8k views
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    • Monica Barnard
    • August 15, 2009

20. Affiliate Service Group and Independent Contractor

    By Guest MarcA, July 31, 2009
    • 2 replies
    • 1.4k views
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    • Tom Poje
    • August 12, 2009

21. Special 1-Time Early Retirement Window

    By PJ2009, August 12, 2009
    • 0 replies
    • 1.1k views
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    • PJ2009
    • August 12, 2009

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

    By Guest Born2Run, August 11, 2009
    • 0 replies
    • 1k views
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    • Guest
    • August 11, 2009

23. late discretionary contributions

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

24. 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

25. Retirement Plan entry file

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

26. Another Davis Bacon Question

    By Laura Harrington, August 7, 2009
    • 2 replies
    • 1.9k views
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    • Laura Harrington
    • August 7, 2009

27. Davis-Bacon Plan Design

    By Guest SDR, August 4, 2009
    • 2 replies
    • 1.6k views
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    • Effen
    • August 7, 2009

28. 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
    • 900 views
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    • jevd
    • August 6, 2009

29. Refunding pre-funded contributions

    By Bird, July 31, 2009
    • 5 replies
    • 1.7k views
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    • Bird
    • August 3, 2009

30. 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

31. Question about deducting contributions on your tax return

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

32. Red Flags Rule

    By Guest Dune, May 21, 2009
    • 4 replies
    • 2k views
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    • rcline46
    • July 31, 2009

33. 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

34. Need ERISA Attorney in New York

    By Guest AbbyP, July 29, 2009
    • 4 replies
    • 1.1k views
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    • Guest
    • July 30, 2009

35. new TPA for Money Purchase plan

    By M Norton, July 29, 2009
    • 5 replies
    • 1.5k views
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    • John Feldt ERPA CPC QPA
    • July 30, 2009

36. 2% S Corporation Shareholder

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

37. Target Benefit Allocation Question

    By Guest jc1457, July 28, 2009
    • 2 replies
    • 1.1k views
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    • Tom Poje
    • July 28, 2009

38. 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
    • 1.3k views
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    • Guest
    • July 26, 2009

39. 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

40. 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
    • 901 views
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    • Guest
    • July 23, 2009

41. S corporation income issues

    By Gary, November 19, 2002
    • 14 replies
    • 8.3k views
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    • Bill Presson
    • July 19, 2009

42. Who is liable?

    By Belgarath, July 9, 2009
    • 7 replies
    • 4.9k views
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    • Peter Gulia
    • July 18, 2009

43. Initial eligibility in 401(k) plan

    By MoShawn, July 9, 2009
    • 14 replies
    • 6.4k views
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    • MoShawn
    • July 15, 2009

44. Attribution Rules For Top Heavy Determination

    By mming, July 9, 2009
    • 1 reply
    • 1.7k views
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    • K2retire
    • July 9, 2009

45. Target Benefit Plan

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

46. Prevailing Wage Plans

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

47. Affiliated Service Groups

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

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

    By Guest kimble46, June 30, 2009
    • 3 replies
    • 1.9k views
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    • rcline46
    • July 1, 2009

49. Controlled Group?

    By Guest ANON-MD, June 25, 2009
    • 1 reply
    • 1.6k views
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    • Guest
    • June 25, 2009

50. 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