Retirement Plans in General

5,819 topics in this forum

1. Controlled Group / Affiliated Service Group ?

   By Below Ground, February 26, 2009
   • 9 replies
   • 1.9k views
   • 
   • Guest
   • March 24, 2009

2. Official sources allowing use of plan assets to pay plan maintenance fees, but

   By Guest Enda80, March 21, 2009
   • 1 reply
   • 1k views
   • 
   • david rigby
   • March 21, 2009

3. What laws would a retirement have to have had to amend for by the middle of 2007? Any aspects of the PPA (Pension Protection Act), for example?

   By Guest Enda80, March 21, 2009
   • 0 replies
   • 781 views
   • 
   • Guest
   • March 21, 2009

4. Rollover from qualified plan to qualified plan

   By Guest Sieve, March 19, 2009
   • 4 replies
   • 1.4k views
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   • Peter Gulia
   • March 20, 2009

5. Determination letter and can't find 1st doc from the 80's

   By Jim Chad, March 20, 2009
   • 3 replies
   • 987 views
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   • rcline46
   • March 20, 2009

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

   By Guest Iwonder, March 10, 2009
   • 3 replies
   • 4.2k views
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   • Guest
   • March 18, 2009

7. Plan termination question; when terminating a money purchase plan, must one fully vest all participants?

   By Guest Enda80, March 18, 2009
   • 1 reply
   • 1.3k views
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   • david rigby
   • March 18, 2009

8. 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
   • 952 views
   • 
   • Bill Presson
   • March 18, 2009

9. Successor Trustees - Said NO

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

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

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

11. Creditor protection for QRP distributions

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

12. controlled group coverage exception

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

13. Death Audits

    By Guest toddlok, March 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 16, 2009

14. Sole Proprietor Profit Sharing Plan

    By Guest Joe Rak, March 11, 2009
    • 7 replies
    • 4.4k views
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    • J Simmons
    • March 16, 2009

15. Failed coverage

    By Guest EPS2, February 12, 2009
    • 31 replies
    • 5.7k views
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    • BG5150
    • March 16, 2009

16. Over 415 Limit

    By Guest GordonJ, March 11, 2009
    • 10 replies
    • 1.9k views
    • 
    • Appleby
    • March 14, 2009

17. 1099-Rs not filed

    By Cynchbeast, March 12, 2009
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • March 14, 2009

18. Excluded class definition

    By SMB, March 10, 2009
    • 4 replies
    • 3.7k views
    • 
    • rcline46
    • March 11, 2009

19. Refund due date

    By Guest Jeff Weber, March 10, 2009
    • 3 replies
    • 4.5k views
    • 
    • Guest
    • March 10, 2009

20. Large Plan to Small Plan

    By KateSmithPA, March 10, 2009
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 10, 2009

21. Forfeiture Accounts

    By Guest Iwonder, December 17, 2007
    • 5 replies
    • 3.2k views
    • 
    • Bill Presson
    • March 9, 2009

22. k-1 Earnings

    By Guest erepper, March 6, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • March 7, 2009

23. compensation

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

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

    By Übernerd, February 20, 2009
    • 5 replies
    • 2.9k views
    • 
    • SheilaD
    • March 6, 2009

25. Key employee

    By abanky, March 5, 2009
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • March 5, 2009

26. Snap-on or add-on amendments; when can those get used for amending a plan?

    By Guest Enda80, March 5, 2009
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • March 5, 2009

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

    By Tom Poje, March 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • Kimberly S
    • March 5, 2009

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

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

29. Employment on last day requirement-what if the business closes in the winter?

    By Guest Enda80, March 3, 2009
    • 14 replies
    • 1.6k views
    • 
    • Guest
    • March 5, 2009

30. Death of Participant - not will, etc.

    By Cynchbeast, March 4, 2009
    • 5 replies
    • 1.2k views
    • 
    • jevd
    • March 5, 2009

31. Fee for management

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

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

    By Guest Enda80, March 3, 2009
    • 5 replies
    • 3.6k views
    • 
    • Guest
    • March 4, 2009

33. 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
    • 1.1k views
    • 
    • GBurns
    • March 1, 2009

34. 404 Analysis in Affiliated Service Group Situation

    By Guest EMM118, February 19, 2009
    • 8 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 26, 2009

35. audit required?

    By Lori H, February 6, 2009
    • 5 replies
    • 1.3k views
    • 
    • Lori H
    • February 26, 2009

36. 403(a) Plan Document

    By Guest Statler, February 23, 2009
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

37. Multiple Employer Plan

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

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

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

39. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 2 replies
    • 1k views
    • 
    • PensionPro
    • February 21, 2009

40. QP participation and IRA

    By Cynchbeast, February 20, 2009
    • 7 replies
    • 1.5k views
    • 
    • J Simmons
    • February 21, 2009

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

    By KateSmithPA, February 20, 2009
    • 3 replies
    • 1.1k views
    • 
    • Sully
    • February 20, 2009

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

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 2.2k views
    • 
    • Tom Poje
    • February 20, 2009

43. 410(b) Problem Due to Participants w/$0 Compensation?

    By mming, February 19, 2009
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • February 19, 2009

44. Can non-US citizen be trustee?

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

45. This group....

    By Cathy from Chicago, September 6, 2007
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • February 18, 2009

46. Plan document and SPD disagree

    By J Simmons, February 14, 2009
    • 6 replies
    • 2.1k views
    • 
    • J Simmons
    • February 16, 2009

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

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

48. Interference with ERISA rights

    By Guest Sieve, February 11, 2009
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • February 13, 2009

49. Amended Eligibility

    By Guest Cynthia Banarer, February 12, 2009
    • 5 replies
    • 2.5k views
    • 
    • WDIK
    • February 12, 2009

50. 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