Retirement Plans in General

5,765 topics in this forum

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

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

2. 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
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   • david rigby
   • March 18, 2009

3. 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
   • 888 views
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   • Bill Presson
   • March 18, 2009

4. Successor Trustees - Said NO

   By Guest cmckinney, December 21, 2008
   • 2 replies
   • 1.8k views
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   • Guest
   • March 17, 2009

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

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

6. Creditor protection for QRP distributions

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

7. controlled group coverage exception

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

8. Death Audits

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

9. 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

10. Failed coverage

    By Guest EPS2, February 12, 2009
    • 31 replies
    • 5.1k views
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    • BG5150
    • March 16, 2009

11. Over 415 Limit

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

12. 1099-Rs not filed

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

13. Excluded class definition

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

14. Refund due date

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

15. Large Plan to Small Plan

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

16. Forfeiture Accounts

    By Guest Iwonder, December 17, 2007
    • 5 replies
    • 3.1k views
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    • Bill Presson
    • March 9, 2009

17. k-1 Earnings

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

18. compensation

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

19. "Minimum Funding Waiver" for Profit Sharing Plan with Fixed Contribution?

    By Übernerd, February 20, 2009
    • 5 replies
    • 2.7k views
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    • SheilaD
    • March 6, 2009

20. Key employee

    By abanky, March 5, 2009
    • 3 replies
    • 1.7k views
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    • Kevin C
    • March 5, 2009

21. 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

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

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

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

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

24. 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

25. Death of Participant - not will, etc.

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

26. Fee for management

    By Guest chick, February 27, 2009
    • 1 reply
    • 848 views
    • 
    • Guest
    • March 5, 2009

27. Eligibility Requirements of age 21 and 2 years of service...requires dual entry dates?

    By Guest Enda80, March 3, 2009
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • March 4, 2009

28. Which code section and/or treasury regulation calls for a definitely determinable allocation; which section calls for a complete plan document?

    By Guest Enda80, February 28, 2009
    • 4 replies
    • 976 views
    • 
    • GBurns
    • March 1, 2009

29. 404 Analysis in Affiliated Service Group Situation

    By Guest EMM118, February 19, 2009
    • 8 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 26, 2009

30. audit required?

    By Lori H, February 6, 2009
    • 5 replies
    • 1.2k views
    • 
    • Lori H
    • February 26, 2009

31. 403(a) Plan Document

    By Guest Statler, February 23, 2009
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

32. Multiple Employer Plan

    By KateSmithPA, February 20, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 22, 2009

33. When may one use an EGTRRA RAC clarifying amendment?

    By Guest Enda80, February 21, 2009
    • 0 replies
    • 797 views
    • 
    • Guest
    • February 21, 2009

34. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 2 replies
    • 962 views
    • 
    • PensionPro
    • February 21, 2009

35. QP participation and IRA

    By Cynchbeast, February 20, 2009
    • 7 replies
    • 1.4k views
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    • J Simmons
    • February 21, 2009

36. If the Employer Never Makes Matching Contributions then take them out of the Document

    By KateSmithPA, February 20, 2009
    • 3 replies
    • 957 views
    • 
    • Sully
    • February 20, 2009

37. Excluded classes and 401(a)(4) Testing

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 2k views
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    • Tom Poje
    • February 20, 2009

38. 410(b) Problem Due to Participants w/$0 Compensation?

    By mming, February 19, 2009
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 19, 2009

39. Can non-US citizen be trustee?

    By Monica Barnard, February 18, 2009
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • February 18, 2009

40. This group....

    By Cathy from Chicago, September 6, 2007
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • February 18, 2009

41. Plan document and SPD disagree

    By J Simmons, February 14, 2009
    • 6 replies
    • 1.8k views
    • 
    • J Simmons
    • February 16, 2009

42. Tardy amender for part of a year, tardy amender for all of a year?

    By Guest Enda80, February 14, 2009
    • 2 replies
    • 934 views
    • 
    • Guest
    • February 16, 2009

43. Interference with ERISA rights

    By Guest Sieve, February 11, 2009
    • 9 replies
    • 3k views
    • 
    • Guest
    • February 13, 2009

44. Amended Eligibility

    By Guest Cynthia Banarer, February 12, 2009
    • 5 replies
    • 2.4k views
    • 
    • WDIK
    • February 12, 2009

45. Last day to amend for 401(a)(31) for a fiscal year plan

    By Guest Enda80, February 12, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 12, 2009

46. 401(a)(4)

    By thepensionmaven, February 6, 2009
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 9, 2009

47. Possible Controlled Group and PT Issues

    By mming, January 31, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • February 6, 2009

48. Which code section states that a non-qualified plan must file according to the regular calendar year?

    By Guest Enda80, February 6, 2009
    • 1 reply
    • 855 views
    • 
    • J Simmons
    • February 6, 2009

49. Self-correction if you made an allocation based on an incorrect compensation figure?

    By Guest Enda80, February 4, 2009
    • 1 reply
    • 848 views
    • 
    • QDROphile
    • February 5, 2009

50. Who can be a trustee

    By rcline46, February 4, 2009
    • 3 replies
    • 2.9k views
    • 
    • rcline46
    • February 4, 2009