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Retirement Plans in General

5,781 topics in this forum

  1. Private Company Stock in PS Plan

    By Guest vgallo,
    • 3 replies
    • 1.8k views

  2. IRA RMD included in rollover to 403(b) - Distribute as excess?

    By KaJay,
    • 3 replies
    • 636 views

  3. Controlled Group Considerations

    By SMB,
    • 3 replies
    • 1.2k views
    • SRM
    • SRM

  4. Limits for Two Plans- Is this information correct?

    By Guest WantsToLearn,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  5. Restating to a Standardized Regional Prototype

    By Guest Thornton,
    • 2 replies
    • 1.3k views

  6. Understanding Affiliated Service Groups

    By Carrie,
    • 2 replies
    • 1.2k views

  7. Plan Restatement Date - implication on short plan year?

    By TPApril,
    • 2 replies
    • 521 views

  8. Benefits

    By Guest GinGinR,
    • 2 replies
    • 1.1k views

  9. Temporary employee on W2 not eligible for participating in the company's 401k. What are my retirement savings options ?

    By Guest RPurswani,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  10. Plan Eligibility

    By mjf06241972,
    • 2 replies
    • 1.1k views

  11. franchise retirement plans

    By Guest pdiam,
    • 2 replies
    • 2.9k views

  12. Bonding Nonqualifying Assets

    By Ed S.,
    • 2 replies
    • 461 views

  13. after-tax employee contributions more than 1 plan

    By Santo Gold,
    • 2 replies
    • 793 views

  14. Combo plan testing with otherewise excludable employees

    By Jakyasar,
    • 2 replies
    • 580 views

  15. A plan subject to the J & S rules has a loan provision. Is a waive

    By Guest MES,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  16. Top Paid Group Election

    By dmb,
    • 2 replies
    • 2.9k views

  17. Allocating earnings on pooled acct Money Purchase

    By kwalified,
    • 2 replies
    • 1.4k views

  18. SAFE HARBOR PLAN - mid year?

    By Pammie57,
    • 2 replies
    • 642 views

  19. IRS website survey

    By ombskid,
    • 2 replies
    • 727 views

  20. overfunded DB and new PSP - senior moments

    By thepensionmaven,
    • 2 replies
    • 775 views

  21. Revisiting seasoned contributions for life insurance in dc plans

    By Jakyasar,
    • 2 replies
    • 1.2k views

  22. What to for final 5500 filing?

    By Jakyasar,
    • 2 replies
    • 2.4k views

  23. New Jersey-Supplemental Annuity Collective Trust

    By joel,
    • 2 replies
    • 1.7k views

  24. Points Allocation

    By Santo Gold,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  25. Puerto Rico plan - Tax Withholding on ADP Refund

    By buckaroo,
    • 2 replies
    • 1.2k views

  26. Am I controlled group for setting up 2 separate plans?

    By Jakyasar,
    • 2 replies
    • 731 views

  27. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 777 views

  28. Plan had corporate title, now a sole proprietor

    By katieinny,   
    • 2 replies
    • 806 views

  29. Vesting Pre-ERISA

    By Guest Corey,
    • 2 replies
    • 5.8k views
    • Guest
    • Guest

  30. Definition of "active participant" for W-2

    By Richard Anderson,
    • 2 replies
    • 2.5k views

  31. Taking credit for leased employee contributions

    By Santo Gold,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  32. Top Heavy - Change in ownership

    By Guest joshmeltzer,
    • 2 replies
    • 1.1k views

  33. Background about Puerto Rico plans

    By MWeddell,
    • 2 replies
    • 998 views

  34. Can a pre-1987 carryforward be used by a plan other than the plan that

    By John A,
    • 2 replies
    • 1.4k views

  35. Target trouble?

    By Jed Macy,
    • 2 replies
    • 1.1k views

  36. Taking a poll - assign plan number to SEP or SIMPLE-IRA?

    By Belgarath,
    • 2 replies
    • 1.5k views

  37. DB restatement for PPA

    By Cynchbeast,
    • 2 replies
    • 1.2k views

  38. who gets the life??

    By Guest pensiondoc,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  39. RMDs- definition of "retired"

    By britoski,
    • 2 replies
    • 2.6k views

  40. Ineligible Assets - Audit Info

    By RestAssured,
    • 2 replies
    • 410 views

  41. FAS 157

    By J2D2,
    • 2 replies
    • 5.2k views

  42. New Eligibility

    By thepensionmaven,
    • 2 replies
    • 812 views

  43. EE working on VISA doesn't want to open account

    By Cynchbeast,
    • 2 replies
    • 682 views

  44. In relation to pension information, what is "the blue book"

    By Guest 410b,
    • 2 replies
    • 1.1k views

  45. DOL Investigations

    By Lynn Campbell,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  46. No annual notice requirement in January 2001 for sponsors of regional

    By John A,
    • 2 replies
    • 1.4k views

  47. Plan coverage for leased employees

    By katieinny,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  48. BRF testing for deposit made early of an integrated PS contribution

    By jkharvey,
    • 2 replies
    • 941 views

  49. Full Vesting Upon Attainment of Normal Retirement Age; Occurs as Long as Employed by a Member of the Controlled Group in Which the Endorsing Entity Occurs; the Member of the Controlled Group Lacking an Endorsement of the Plan Lacks Effect on the Situation

    By Pathfinder,   
    • 2 replies
    • 1.1k views

  50. Divorced Railroad Spouse - former spouse still works for Railroad...

    By Oleorp,
    • 2 replies
    • 944 views
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