Retirement Plans in General

5,791 topics in this forum

1. Death of Participant - not will, etc.

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

2. Fee for management

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

3. 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

4. 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
   • 995 views
   • 
   • GBurns
   • March 1, 2009

5. 404 Analysis in Affiliated Service Group Situation

   By Guest EMM118, February 19, 2009
   • 8 replies
   • 1.7k views
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   • Mike Preston
   • February 26, 2009

6. audit required?

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

7. 403(a) Plan Document

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

8. Multiple Employer Plan

   By KateSmithPA, February 20, 2009
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 22, 2009

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

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

10. PS-Deferrals-Catchup in 2 plans

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

11. QP participation and IRA

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

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

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

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

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • February 20, 2009

14. 410(b) Problem Due to Participants w/$0 Compensation?

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

15. Can non-US citizen be trustee?

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

16. This group....

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

17. Plan document and SPD disagree

    By J Simmons, February 14, 2009
    • 6 replies
    • 1.9k views
    • 
    • J Simmons
    • February 16, 2009

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

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

19. Interference with ERISA rights

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

20. Amended Eligibility

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

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

    By Guest Enda80, February 12, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 12, 2009

22. 401(a)(4)

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

23. Possible Controlled Group and PT Issues

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

24. 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
    • 869 views
    • 
    • J Simmons
    • February 6, 2009

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

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

26. Who can be a trustee

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

27. Excluding employees

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

28. Retirement Asset Allocation

    By leevena, January 11, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • February 3, 2009

29. Coverage

    By Guest Sieve, February 3, 2009
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • February 3, 2009

30. Participation in either/or plans

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

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

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

32. Accelerated Amendment Requirements due to plan termination?

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

33. New OneMan Corp - comp from previous entity?

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

34. Parent Sub Controlled Group

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

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

    By Guest Enda80, January 16, 2009
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • January 16, 2009

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

    By Guest Enda80, January 16, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • January 16, 2009

37. 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

38. beneficiary on father's retirement

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

39. QNECs used in top heavy determination

    By Trekker, January 8, 2009
    • 20 replies
    • 3.8k views
    • 
    • Bird
    • January 13, 2009

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

    By Guest Enda80, January 10, 2009
    • 2 replies
    • 976 views
    • 
    • Peanut Butter Man
    • January 11, 2009

41. How do deemed earnings figure into 415 limits?

    By Guest Enda80, January 10, 2009
    • 3 replies
    • 960 views
    • 
    • david rigby
    • January 10, 2009

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

    By Guest Enda80, January 10, 2009
    • 2 replies
    • 892 views
    • 
    • Jim Chad
    • January 10, 2009

43. Mix and Match

    By J Simmons, December 29, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • January 9, 2009

44. Madoff

    By Belgarath, January 7, 2009
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 9, 2009

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

    By katieinny, January 8, 2009
    • 0 replies
    • 1k views
    • 
    • katieinny
    • January 8, 2009

46. RMD 60 day rollover waiver

    By Guest DeeBee, January 6, 2009
    • 1 reply
    • 3.8k views
    • 
    • david rigby
    • January 6, 2009

47. 945 - paid preparer

    By SheilaD, December 30, 2008
    • 0 replies
    • 1k views
    • 
    • SheilaD
    • December 30, 2008

48. Paying sanction penalties with plan assets

    By Guest Enda80, December 25, 2008
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • December 29, 2008

49. 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, December 25, 2008
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • December 29, 2008

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

    By Guest Enda80, December 25, 2008
    • 2 replies
    • 858 views
    • 
    • david rigby
    • December 27, 2008