Retirement Plans in General

5,753 topics in this forum

1. Excluded class definition

   By SMB, March 10, 2009
   • 4 replies
   • 3.3k views
   • 
   • rcline46
   • March 11, 2009

2. Refund due date

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

3. Large Plan to Small Plan

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

4. Forfeiture Accounts

   By Guest Iwonder, December 17, 2007
   • 5 replies
   • 3k views
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   • Bill Presson
   • March 9, 2009

5. k-1 Earnings

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

6. compensation

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

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

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

8. Key employee

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

9. 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
   • 
   • J Simmons
   • March 5, 2009

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

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

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

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

12. 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

13. Death of Participant - not will, etc.

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

14. Fee for management

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

15. 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

16. 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
    • 970 views
    • 
    • GBurns
    • March 1, 2009

17. 404 Analysis in Affiliated Service Group Situation

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

18. audit required?

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

19. 403(a) Plan Document

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

20. Multiple Employer Plan

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

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

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

22. PS-Deferrals-Catchup in 2 plans

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

23. QP participation and IRA

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

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

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

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

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

26. 410(b) Problem Due to Participants w/$0 Compensation?

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

27. Can non-US citizen be trustee?

    By Monica Barnard, February 18, 2009
    • 1 reply
    • 4.6k views
    • 
    • Guest
    • February 18, 2009

28. This group....

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

29. Plan document and SPD disagree

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

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

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

31. Interference with ERISA rights

    By Guest Sieve, February 11, 2009
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • February 13, 2009

32. Amended Eligibility

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

33. 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

34. 401(a)(4)

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

35. Possible Controlled Group and PT Issues

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

36. 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
    • 842 views
    • 
    • J Simmons
    • February 6, 2009

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

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

38. Who can be a trustee

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

39. Excluding employees

    By Guest BruceC, January 3, 2009
    • 14 replies
    • 2.9k views
    • 
    • Jim Chad
    • February 4, 2009

40. Retirement Asset Allocation

    By leevena, January 11, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • February 3, 2009

41. Coverage

    By Guest Sieve, February 3, 2009
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • February 3, 2009

42. Participation in either/or plans

    By msmith, January 20, 2009
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2009

43. Faulty plan or adoption agreement language where "nobody got hurt"

    By Guest Enda80, January 24, 2009
    • 1 reply
    • 791 views
    • 
    • Guest
    • January 24, 2009

44. Accelerated Amendment Requirements due to plan termination?

    By Guest Enda80, January 24, 2009
    • 1 reply
    • 835 views
    • 
    • J Simmons
    • January 24, 2009

45. New OneMan Corp - comp from previous entity?

    By Guest MLL, January 22, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 23, 2009

46. Parent Sub Controlled Group

    By Guest TPAStacey, January 19, 2009
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • January 20, 2009

47. When does a partial termination take place in a controlled group?

    By Guest Enda80, January 16, 2009
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 16, 2009

48. When can someone use a snap on amendment to amend a retirement plan document?

    By Guest Enda80, January 16, 2009
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 16, 2009

49. When would a retirement plan not need to amend for 401(a)(31)?

    By Guest Enda80, January 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 15, 2009

50. beneficiary on father's retirement

    By Guest chiefkat, January 14, 2009
    • 2 replies
    • 926 views
    • 
    • david rigby
    • January 14, 2009