Retirement Plans in General

5,772 topics in this forum

1. target benefit and the land of the bizarre

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

2. 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

3. Discretionary Non-elective Contribution

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

4. Status of Fee Disclosure Regs

   By Laura Harrington, April 27, 2009
   • 1 reply
   • 1.5k views
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   • TPApril
   • April 22, 2011

5. 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
   • 982 views
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   • GBurns
   • April 27, 2009

6. Small Plan or Big Plan?

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

7. Excluding high paid NHCEs

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

8. 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

9. Affiliated Service group

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

10. 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

11. 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

12. SEP Plan Question

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

13. 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

14. Money Purchase or Target plan deduction problem

    By Belgarath, April 8, 2009
    • 0 replies
    • 987 views
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    • Belgarath
    • April 8, 2009

15. Your name in front of 100,000

    By Guest lawallach, April 7, 2009
    • 0 replies
    • 859 views
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    • Guest
    • April 7, 2009

16. Statutory Employee

    By J Simmons, April 4, 2009
    • 1 reply
    • 1.1k views
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    • Jim Chad
    • April 5, 2009

17. Self-Employment Earned Income and Permitted Disparity

    By Guest Enda80, April 4, 2009
    • 2 replies
    • 958 views
    • 
    • Guest
    • April 6, 2009

18. How to correct overstated compensation used to calculate allocations?

    By Guest Enda80, April 4, 2009
    • 4 replies
    • 1.1k views
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    • Peter Gulia
    • April 9, 2009

19. Compensation: 401(a)(17) and 415

    By imchipbrown, April 1, 2009
    • 3 replies
    • 1.2k views
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    • Mike Preston
    • April 2, 2009

20. Incorrect TIN

    By Guest nipa, March 31, 2009
    • 1 reply
    • 1.3k views
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    • Bird
    • March 31, 2009

21. Tax Treatment of Participant's Reimbursment of Employer Contribution

    By Floridaattorney, March 28, 2009
    • 11 replies
    • 1.6k views
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    • masteff
    • April 1, 2009

22. DOL PT safe harbor

    By Guest Pennysaver, March 25, 2009
    • 5 replies
    • 1.6k views
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    • Guest
    • March 30, 2009

23. Law Firm ASG Question

    By Guest EMM118, March 24, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • March 24, 2009

24. What laws would a retirement have to have had to amend for by the middle of 2007? Any aspects of the PPA (Pension Protection Act), for example?

    By Guest Enda80, March 21, 2009
    • 0 replies
    • 742 views
    • 
    • Guest
    • March 21, 2009

25. Official sources allowing use of plan assets to pay plan maintenance fees, but

    By Guest Enda80, March 21, 2009
    • 1 reply
    • 969 views
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    • david rigby
    • March 21, 2009

26. Determination letter and can't find 1st doc from the 80's

    By Jim Chad, March 20, 2009
    • 3 replies
    • 905 views
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    • rcline46
    • March 20, 2009

27. Rollover from qualified plan to qualified plan

    By Guest Sieve, March 19, 2009
    • 4 replies
    • 1.3k views
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    • Peter Gulia
    • March 20, 2009

28. Money Purchase thinking of restating to a Profit Sharing

    By Lori H, March 19, 2009
    • 8 replies
    • 1.6k views
    • 
    • Lori H
    • April 9, 2009

29. ERPA EXAM

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

30. Plan termination question; when terminating a money purchase plan, must one fully vest all participants?

    By Guest Enda80, March 18, 2009
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • March 18, 2009

31. Money Purchase retirement plans that have insurance policies (other than ERISA fidelity bond); what rules apply? What rules apply when a money purcha

    By Guest Enda80, March 18, 2009
    • 1 reply
    • 893 views
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    • Bill Presson
    • March 18, 2009

32. Compensation Limit - To Prorate or Not...

    By Guest KAGrist, March 17, 2009
    • 1 reply
    • 974 views
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    • Guest
    • March 17, 2009

33. Creditor protection for QRP distributions

    By Guest BruceC, March 16, 2009
    • 1 reply
    • 933 views
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    • Guest
    • March 17, 2009

34. Death Audits

    By Guest toddlok, March 16, 2009
    • 2 replies
    • 1k views
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    • Guest
    • March 16, 2009

35. controlled group coverage exception

    By Santo Gold, March 16, 2009
    • 1 reply
    • 1.2k views
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    • Santo Gold
    • March 17, 2009

36. 1099-Rs not filed

    By Cynchbeast, March 12, 2009
    • 3 replies
    • 1.2k views
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    • Appleby
    • March 14, 2009

37. Sole Proprietor Profit Sharing Plan

    By Guest Joe Rak, March 11, 2009
    • 7 replies
    • 4.2k views
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    • J Simmons
    • March 16, 2009

38. Over 415 Limit

    By Guest GordonJ, March 11, 2009
    • 10 replies
    • 1.8k views
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    • Appleby
    • March 14, 2009

39. Excluded class definition

    By SMB, March 10, 2009
    • 4 replies
    • 3.4k views
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    • rcline46
    • March 11, 2009

40. Is this a prohibited transaction? Is there an exemption?

    By Guest Iwonder, March 10, 2009
    • 3 replies
    • 4.1k views
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    • Guest
    • March 18, 2009

41. Large Plan to Small Plan

    By KateSmithPA, March 10, 2009
    • 4 replies
    • 1.4k views
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    • david rigby
    • March 10, 2009

42. Refund due date

    By Guest Jeff Weber, March 10, 2009
    • 3 replies
    • 3.8k views
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    • Guest
    • March 10, 2009

43. k-1 Earnings

    By Guest erepper, March 6, 2009
    • 2 replies
    • 1.7k views
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    • Bird
    • March 7, 2009

44. compensation

    By Guest lip, March 6, 2009
    • 0 replies
    • 788 views
    • 
    • Guest
    • March 6, 2009

45. Vesting schedule that starts at 20% in the third year still acceptable?

    By Guest Enda80, March 5, 2009
    • 2 replies
    • 917 views
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    • J Simmons
    • March 5, 2009

46. Snap-on or add-on amendments; when can those get used for amending a plan?

    By Guest Enda80, March 5, 2009
    • 1 reply
    • 1.5k views
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    • J Simmons
    • March 5, 2009

47. Key employee

    By abanky, March 5, 2009
    • 3 replies
    • 1.8k views
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    • Kevin C
    • March 5, 2009

48. EPCRS (self correction) survey [from the IRS]

    By Tom Poje, March 5, 2009
    • 1 reply
    • 1.1k views
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    • Kimberly S
    • March 5, 2009

49. Death of Participant - not will, etc.

    By Cynchbeast, March 4, 2009
    • 5 replies
    • 1.1k views
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    • jevd
    • March 5, 2009

50. Employment on last day requirement-what if the business closes in the winter?

    By Guest Enda80, March 3, 2009
    • 14 replies
    • 1.4k views
    • 
    • Guest
    • March 5, 2009