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Retirement Plans in General

5,824 topics in this forum

  1. Compensation: 401(a)(17) and 415

    By imchipbrown,
    • 3 replies
    • 1.3k views

  2. Tax Treatment of Participant's Reimbursment of Employer Contribution

    By Floridaattorney,
    • 11 replies
    • 1.8k views

  3. Incorrect TIN

    By Guest nipa,
    • 1 reply
    • 1.5k views

  4. DOL PT safe harbor

    By Guest Pennysaver,
    • 5 replies
    • 1.7k views
    • Guest
    • Guest

  5. Law Firm ASG Question

    By Guest EMM118,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  6. Controlled Group / Affiliated Service Group ?

    By Below Ground,
    • 9 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 1.1k views

  8. 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,
    • 0 replies
    • 786 views
    • Guest
    • Guest

  9. Rollover from qualified plan to qualified plan

    By Guest Sieve,
    • 4 replies
    • 1.4k views

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

    By Jim Chad,
    • 3 replies
    • 999 views

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

    By Guest Iwonder,
    • 3 replies
    • 4.3k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 1.3k views

  13. 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,
    • 1 reply
    • 989 views

  14. Successor Trustees - Said NO

    By Guest cmckinney,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest KAGrist,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  16. Creditor protection for QRP distributions

    By Guest BruceC,
    • 1 reply
    • 987 views
    • Guest
    • Guest

  17. controlled group coverage exception

    By Santo Gold,
    • 1 reply
    • 1.3k views

  18. Death Audits

    By Guest toddlok,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  19. Sole Proprietor Profit Sharing Plan

    By Guest Joe Rak,
    • 7 replies
    • 4.4k views

  20. Failed coverage

    By Guest EPS2,
    • 31 replies
    • 5.8k views

  21. Over 415 Limit

    By Guest GordonJ,
    • 10 replies
    • 2k views

  22. 1099-Rs not filed

    By Cynchbeast,
    • 3 replies
    • 1.4k views

  23. Excluded class definition

    By SMB,
    • 4 replies
    • 3.8k views

  24. Refund due date

    By Guest Jeff Weber,
    • 3 replies
    • 4.6k views
    • Guest
    • Guest

  25. Large Plan to Small Plan

    By KateSmithPA,
    • 4 replies
    • 1.6k views

  26. Forfeiture Accounts

    By Guest Iwonder,
    • 5 replies
    • 3.3k views

  27. k-1 Earnings

    By Guest erepper,
    • 2 replies
    • 1.8k views

  28. compensation

    By Guest lip,
    • 0 replies
    • 934 views
    • Guest
    • Guest

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

    By Übernerd,
    • 5 replies
    • 2.9k views

  30. Key employee

    By abanky,
    • 3 replies
    • 1.9k views

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

    By Guest Enda80,
    • 1 reply
    • 1.6k views

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

    By Tom Poje,
    • 1 reply
    • 1.2k views

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

    By Guest Enda80,
    • 2 replies
    • 1k views

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

    By Guest Enda80,
    • 14 replies
    • 1.7k views
    • Guest
    • Guest

  35. Death of Participant - not will, etc.

    By Cynchbeast,
    • 5 replies
    • 1.2k views

  36. Fee for management

    By Guest chick,
    • 1 reply
    • 1k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 5 replies
    • 3.7k views
    • Guest
    • Guest

  38. Which code section and/or treasury regulation calls for a definitely determinable allocation; which section calls for a complete plan document?

    By Guest Enda80,
    • 4 replies
    • 1.1k views

  39. 404 Analysis in Affiliated Service Group Situation

    By Guest EMM118,
    • 8 replies
    • 1.9k views

  40. audit required?

    By Lori H,
    • 5 replies
    • 1.4k views

  41. 403(a) Plan Document

    By Guest Statler,
    • 3 replies
    • 2k views

  42. Multiple Employer Plan

    By KateSmithPA,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 0 replies
    • 928 views
    • Guest
    • Guest

  44. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast,
    • 2 replies
    • 1.1k views

  45. QP participation and IRA

    By Cynchbeast,
    • 7 replies
    • 1.6k views

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

    By KateSmithPA,
    • 3 replies
    • 1.1k views

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

    By Cynchbeast,
    • 1 reply
    • 2.2k views

  48. 410(b) Problem Due to Participants w/$0 Compensation?

    By mming,
    • 1 reply
    • 1.4k views

  49. Can non-US citizen be trustee?

    By Monica Barnard,
    • 1 reply
    • 4.8k views
    • Guest
    • Guest

  50. This group....

    By Cathy from Chicago,
    • 2 replies
    • 4.5k views
    • Guest
    • Guest
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