Retirement Plans in General

5,781 topics in this forum

1. QP participation and IRA

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

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

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

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

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

4. 410(b) Problem Due to Participants w/$0 Compensation?

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

5. Can non-US citizen be trustee?

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

6. This group....

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

7. Plan document and SPD disagree

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

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

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

9. Interference with ERISA rights

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

10. Amended Eligibility

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

11. 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

12. 401(a)(4)

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

13. Possible Controlled Group and PT Issues

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

14. 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
    • 865 views
    • 
    • J Simmons
    • February 6, 2009

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

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

16. Who can be a trustee

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

17. Excluding employees

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

18. Retirement Asset Allocation

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

19. Coverage

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

20. Participation in either/or plans

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

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

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

22. Accelerated Amendment Requirements due to plan termination?

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

23. New OneMan Corp - comp from previous entity?

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

24. Parent Sub Controlled Group

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

25. 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

26. 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

27. 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

28. beneficiary on father's retirement

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

29. QNECs used in top heavy determination

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

30. 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
    • 967 views
    • 
    • Peanut Butter Man
    • January 11, 2009

31. How do deemed earnings figure into 415 limits?

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

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

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

33. Mix and Match

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

34. Madoff

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

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

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

36. RMD 60 day rollover waiver

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

37. 945 - paid preparer

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

38. Paying sanction penalties with plan assets

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

39. 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

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

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

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

    By Guest Enda80, December 25, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 25, 2008

42. Forfeitures

    By Guest LCJ12, December 24, 2008
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • December 24, 2008

43. What type of plan?

    By Guest m.n.ouellette, December 22, 2008
    • 1 reply
    • 874 views
    • 
    • Jim Chad
    • December 22, 2008

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

    By Guest Enda80, December 21, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • December 22, 2008

45. exceeding 415 limit and plan doc language

    By Tom Poje, December 22, 2008
    • 0 replies
    • 876 views
    • 
    • Tom Poje
    • December 22, 2008

46. 2009 covered comp

    By Tom Poje, December 22, 2008
    • 0 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 22, 2008

47. KEOGH PLAN DOCUMENT - Where is it?

    By Guest Eagle Don, December 19, 2008
    • 8 replies
    • 4.7k views
    • 
    • J2D2
    • December 22, 2008

48. Non-equity partner

    By Earl, December 15, 2008
    • 10 replies
    • 6.6k views
    • 
    • K2retire
    • December 17, 2008

49. Plan Limits

    By Tom Poje, December 16, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 16, 2008

50. Retirement benefits

    By Don Levit, December 15, 2008
    • 2 replies
    • 1.1k views
    • 
    • Don Levit
    • December 15, 2008