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Retirement Plans in General

5,753 topics in this forum

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

    By Guest Enda80,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  2. Interference with ERISA rights

    By Guest Sieve,
    • 9 replies
    • 2.9k views
    • Guest
    • Guest

  3. 401(a)(4)

    By thepensionmaven,
    • 3 replies
    • 1.5k views

  4. audit required?

    By Lori H,
    • 5 replies
    • 1.2k views

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

    By Guest Enda80,
    • 1 reply
    • 842 views

  6. GATT RATE

    By Guest LROD,
    • 2 replies
    • 10.5k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 838 views

  8. Who can be a trustee

    By rcline46,
    • 3 replies
    • 2.9k views

  9. Coverage

    By Guest Sieve,
    • 1 reply
    • 1.3k views

  10. Possible Controlled Group and PT Issues

    By mming,
    • 1 reply
    • 1.1k views

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

    By Guest Enda80,
    • 1 reply
    • 791 views
    • Guest
    • Guest

  12. Accelerated Amendment Requirements due to plan termination?

    By Guest Enda80,
    • 1 reply
    • 834 views

  13. New OneMan Corp - comp from previous entity?

    By Guest MLL,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  14. Participation in either/or plans

    By msmith,
    • 3 replies
    • 1.1k views

  15. Parent Sub Controlled Group

    By Guest TPAStacey,
    • 3 replies
    • 1.5k views

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

    By Guest Enda80,
    • 1 reply
    • 1.2k views

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

    By Guest Enda80,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  19. beneficiary on father's retirement

    By Guest chiefkat,
    • 2 replies
    • 925 views

  20. Retirement Asset Allocation

    By leevena,
    • 4 replies
    • 1k views
    • Guest
    • Guest

  21. Which code section requires amending the plan for GUST, EGTRRA, 401(a)(9) and 401(a)(31)?

    By Guest Enda80,
    • 2 replies
    • 951 views

  22. How do deemed earnings figure into 415 limits?

    By Guest Enda80,
    • 3 replies
    • 937 views

  23. Terminating a retirement plan; what must one do?

    By Guest Enda80,
    • 2 replies
    • 850 views

  24. When Prototype Sponsor no longer sponsors client's plan

    By katieinny,
    • 0 replies
    • 1k views

  25. QNECs used in top heavy determination

    By Trekker,
    • 20 replies
    • 3.7k views

  26. Madoff

    By Belgarath,
    • 8 replies
    • 2.4k views
    • Guest
    • Guest

  27. Is it imperative to have a TRUST EIN?

    By Lori H,
    • 15 replies
    • 22.2k views

  28. RMD 60 day rollover waiver

    By Guest DeeBee,
    • 1 reply
    • 3.8k views

  29. Excluding employees

    By Guest BruceC,
    • 14 replies
    • 2.9k views

  30. 945 - paid preparer

    By SheilaD,
    • 0 replies
    • 1k views

  31. Mix and Match

    By J Simmons,
    • 5 replies
    • 1.8k views

  32. Paying sanction penalties with plan assets

    By Guest Enda80,
    • 2 replies
    • 1.4k views

  33. If an employer has different plans (the same employer, I must specify); say for example, a

    By Guest Enda80,
    • 2 replies
    • 830 views

  34. If the asset statements for a retirement plan do not have the assets in the name of the plan, what happens? What corrective actions must take place?

    By Guest Enda80,
    • 3 replies
    • 1.1k views

  35. "Posthumously" amending and restating a retirement plan; hypothetically possible?

    By Guest Enda80,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  36. Forfeitures

    By Guest LCJ12,
    • 1 reply
    • 1.1k views

  37. What type of plan?

    By Guest m.n.ouellette,
    • 1 reply
    • 858 views

  38. exceeding 415 limit and plan doc language

    By Tom Poje,
    • 0 replies
    • 858 views

  39. 2009 covered comp

    By Tom Poje,
    • 0 replies
    • 1.2k views

  40. Setting up an Excel file to automatically determine date of entry for an employee

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  41. Successor Trustees - Said NO

    By Guest cmckinney,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  42. KEOGH PLAN DOCUMENT - Where is it?

    By Guest Eagle Don,
    • 8 replies
    • 4.7k views

  43. Plan Limits

    By Tom Poje,
    • 4 replies
    • 1.1k views

  44. Retirement benefits

    By Don Levit,
    • 2 replies
    • 1k views

  45. Non-equity partner

    By Earl,
    • 10 replies
    • 6.5k views

  46. If someone files a 1040 with a schedule C, when discerning the limit of annual additions for the owner, must this person reduce earned income by half

    By Guest Enda80,
    • 2 replies
    • 875 views

  47. Paired plans; if you have a profit-sharing plan and a money purchase plan, even if you do not make any contributions to the profit-sharing plan, does

    By Guest Enda80,
    • 1 reply
    • 861 views

  48. Leased Employee

    By Dougsbpc,
    • 3 replies
    • 1.6k views

  49. EGTRRA Document -- Required Adoption Date?

    By Jean,
    • 0 replies
    • 1.2k views

  50. Can you tell me briefly about having an annuity as investment in the PSP

    By jkharvey,
    • 4 replies
    • 1.7k views
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