Jump to content

Retirement Plans in General

5,753 topics in this forum

  1. 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

  2. Top Paid Group Election

    By dmb,
    • 2 replies
    • 2.9k views

  3. Allocating earnings on pooled acct Money Purchase

    By kwalified,
    • 2 replies
    • 1.3k views

  4. SAFE HARBOR PLAN - mid year?

    By Pammie57,
    • 2 replies
    • 627 views

  5. IRS website survey

    By ombskid,
    • 2 replies
    • 686 views

  6. overfunded DB and new PSP - senior moments

    By thepensionmaven,
    • 2 replies
    • 732 views

  7. Revisiting seasoned contributions for life insurance in dc plans

    By Jakyasar,
    • 2 replies
    • 1.2k views

  8. What to for final 5500 filing?

    By Jakyasar,
    • 2 replies
    • 2.3k views

  9. New Jersey-Supplemental Annuity Collective Trust

    By joel,
    • 2 replies
    • 1.6k views

  10. Points Allocation

    By Santo Gold,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  11. Puerto Rico plan - Tax Withholding on ADP Refund

    By buckaroo,
    • 2 replies
    • 1.2k views

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

    By Jakyasar,
    • 2 replies
    • 705 views

  13. 401a4 testing age for a combo plan

    By Jakyasar,
    • 2 replies
    • 731 views

  14. Plan had corporate title, now a sole proprietor

    By katieinny,   
    • 2 replies
    • 789 views

  15. Vesting Pre-ERISA

    By Guest Corey,
    • 2 replies
    • 5.7k views
    • Guest
    • Guest

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

    By Richard Anderson,
    • 2 replies
    • 2.5k views

  17. Taking credit for leased employee contributions

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

  18. Top Heavy - Change in ownership

    By Guest joshmeltzer,
    • 2 replies
    • 1.1k views

  19. Background about Puerto Rico plans

    By MWeddell,
    • 2 replies
    • 953 views

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

    By John A,
    • 2 replies
    • 1.4k views

  21. Target trouble?

    By Jed Macy,
    • 2 replies
    • 1k views

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

    By Belgarath,
    • 2 replies
    • 1.5k views

  23. DB restatement for PPA

    By Cynchbeast,
    • 2 replies
    • 1.2k views

  24. who gets the life??

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

  25. RMDs- definition of "retired"

    By britoski,
    • 2 replies
    • 2.6k views

  26. Ineligible Assets - Audit Info

    By RestAssured,
    • 2 replies
    • 391 views

  27. FAS 157

    By J2D2,
    • 2 replies
    • 5.2k views

  28. New Eligibility

    By thepensionmaven,
    • 2 replies
    • 798 views

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

    By Cynchbeast,
    • 2 replies
    • 645 views

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

    By Guest 410b,
    • 2 replies
    • 1k views

  31. DOL Investigations

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

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

    By John A,
    • 2 replies
    • 1.4k views

  33. Plan coverage for leased employees

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

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

    By jkharvey,
    • 2 replies
    • 923 views

  35. 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
    • 978 views

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

    By Oleorp,
    • 2 replies
    • 900 views

  37. indexed limits

    By Tom Poje,
    • 2 replies
    • 592 views

  38. ESOP

    By Guest pension doc,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  39. Sole prop solo 401k start up; EIN required or SSN allowed

    By Santo Gold,
    • 2 replies
    • 767 views

  40. Allocation of Costs to Specific Plan Asset

    By Guest Smokin,
    • 2 replies
    • 832 views
    • Guest
    • Guest

  41. Money Purchase merger with 401(k) Profit Sharing

    By Dawn Hafner,
    • 2 replies
    • 2.4k views

  42. HCE - attribution

    By John Feldt ERPA CPC QPA,   
    • 2 replies
    • 1.3k views

  43. How to treat reimbursement of management fees in PS trust

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

  44. Emailing Social Security Numbers

    By CTipper,
    • 2 replies
    • 1.3k views

  45. 5500-EZ

    By Guest dlm,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  46. Employer Matching Vesting Schedule under EGTRRA

    By stephen,
    • 2 replies
    • 1.7k views

  47. Leased employee service

    By Guest rrbpsn,
    • 2 replies
    • 1.9k views

  48. Profit sharing prototype plan

    By Guest Request,
    • 2 replies
    • 1.4k views

  49. Trust ID #'s

    By Doghouse,
    • 2 replies
    • 946 views

  50. DOL Audit efforts

    By Hypothetically,
    • 2 replies
    • 1.1k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept