Jump to content

Retirement Plans in General

5,753 topics in this forum

  1. QNECs used in top heavy determination

    By Trekker,
    • 20 replies
    • 3.7k views

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

    By Guest Enda80,
    • 2 replies
    • 951 views

  3. How do deemed earnings figure into 415 limits?

    By Guest Enda80,
    • 3 replies
    • 937 views

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

    By Guest Enda80,
    • 2 replies
    • 852 views

  5. Mix and Match

    By J Simmons,
    • 5 replies
    • 1.8k views

  6. Madoff

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

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

    By katieinny,
    • 0 replies
    • 1k views

  8. RMD 60 day rollover waiver

    By Guest DeeBee,
    • 1 reply
    • 3.8k views

  9. 945 - paid preparer

    By SheilaD,
    • 0 replies
    • 1k views

  10. Paying sanction penalties with plan assets

    By Guest Enda80,
    • 2 replies
    • 1.4k views

  11. 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

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

    By Guest Enda80,
    • 2 replies
    • 830 views

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

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

  14. Forfeitures

    By Guest LCJ12,
    • 1 reply
    • 1.1k views

  15. What type of plan?

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

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

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  17. exceeding 415 limit and plan doc language

    By Tom Poje,
    • 0 replies
    • 858 views

  18. 2009 covered comp

    By Tom Poje,
    • 0 replies
    • 1.2k views

  19. KEOGH PLAN DOCUMENT - Where is it?

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

  20. Non-equity partner

    By Earl,
    • 10 replies
    • 6.5k views

  21. Plan Limits

    By Tom Poje,
    • 4 replies
    • 1.1k views

  22. Retirement benefits

    By Don Levit,
    • 2 replies
    • 1k views

  23. 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

  24. 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
    • 862 views

  25. Leased Employee

    By Dougsbpc,
    • 3 replies
    • 1.6k views

  26. Excluding older employee

    By MoShawn,
    • 30 replies
    • 4.1k views

  27. EGTRRA Document -- Required Adoption Date?

    By Jean,
    • 0 replies
    • 1.2k views

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

    By jkharvey,
    • 4 replies
    • 1.7k views

  29. Court cases upholding sanctions for taxpayers who attribute their plan's lack of compliance to negligent third-party administrators

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

  30. Benefit application prior to certified critical

    By benpat3,
    • 1 reply
    • 945 views

  31. Real Estate Professional

    By amcorson,
    • 3 replies
    • 1.2k views

  32. Replacing market value adjustment on conversion

    By Guest Sieve,
    • 7 replies
    • 4.3k views
    • Guest
    • Guest

  33. Plan "Contribution"?

    By J Simmons,
    • 3 replies
    • 1.1k views

  34. How Does IRC 404(a)(3) apply in an affiliated service group?

    By J Simmons,
    • 13 replies
    • 4k views
    • Guest
    • Guest

  35. Loan in default

    By Earl,
    • 10 replies
    • 1.7k views

  36. Lack of documentation; what code references or other official literature addresses this situation?

    By Guest Enda80,
    • 2 replies
    • 851 views

  37. Can anyone think of a helpful preliminary description of the amounts involved in the closing agreement program? Also, the relationship between the max

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

  38. Coverage Testing and the ABT when employer has DC and DB plans

    By buckaroo,
    • 0 replies
    • 902 views

  39. simple ira

    By Guest lip,
    • 2 replies
    • 981 views
    • Guest
    • Guest

  40. schedule I

    By Guest lip,
    • 3 replies
    • 994 views

  41. 401k or 403b for small (but growing) nfp

    By Guest spoon,
    • 1 reply
    • 924 views
    • Guest
    • Guest

  42. Still a Non-ERISA plan?

    By J Simmons,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  43. Tax court cases upholding the importance of an updated plan document

    By Guest Enda80,
    • 5 replies
    • 1.6k views

  44. 401 Rollover --need advice asap

    By Guest charxyz,
    • 7 replies
    • 1.3k views

  45. Ratio Percentage Determination

    By Guest tzuck,
    • 1 reply
    • 913 views
    • Guest
    • Guest

  46. Lawsuits (class action or otherwise) where taxpayer sues third party administrator who did not maintain an updated retirement plan? If so, how have

    By Guest Enda80,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  47. How many companies dropped their Safe harbor plan this year?

    By Guest fender5150,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  48. Is there a controlled group-Another tough question!

    By Guest m.n.ouellette,
    • 2 replies
    • 914 views
    • Guest
    • Guest

  49. Multiple employer plan-controlled group?

    By Guest m.n.ouellette,
    • 8 replies
    • 2.9k views
    • Guest
    • Guest

  50. Employed On Last Day of Plan Year

    By Guest ElizabethERISA,
    • 4 replies
    • 3.2k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept