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Retirement Plans in General

5,811 topics in this forum

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

    By Guest Enda80,
    • 1 reply
    • 830 views
    • Guest
    • Guest

  2. Accelerated Amendment Requirements due to plan termination?

    By Guest Enda80,
    • 1 reply
    • 890 views

  3. New OneMan Corp - comp from previous entity?

    By Guest MLL,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  4. Parent Sub Controlled Group

    By Guest TPAStacey,
    • 3 replies
    • 1.6k views

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

    By Guest Enda80,
    • 1 reply
    • 1.4k views

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

    By Guest Enda80,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  7. When would a retirement plan not need to amend for 401(a)(31)?

    By Guest Enda80,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  8. beneficiary on father's retirement

    By Guest chiefkat,
    • 2 replies
    • 982 views

  9. QNECs used in top heavy determination

    By Trekker,
    • 20 replies
    • 3.9k views

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

    By Guest Enda80,
    • 2 replies
    • 1k views

  11. How do deemed earnings figure into 415 limits?

    By Guest Enda80,
    • 3 replies
    • 993 views

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

    By Guest Enda80,
    • 2 replies
    • 938 views

  13. Mix and Match

    By J Simmons,
    • 5 replies
    • 1.9k views

  14. Madoff

    By Belgarath,
    • 8 replies
    • 2.5k views
    • Guest
    • Guest

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

    By katieinny,
    • 0 replies
    • 1k views

  16. RMD 60 day rollover waiver

    By Guest DeeBee,
    • 1 reply
    • 3.8k views

  17. 945 - paid preparer

    By SheilaD,
    • 0 replies
    • 1.1k views

  18. Paying sanction penalties with plan assets

    By Guest Enda80,
    • 2 replies
    • 1.5k views

  19. 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
    • 1.2k views

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

    By Guest Enda80,
    • 2 replies
    • 893 views

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

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

  22. Forfeitures

    By Guest LCJ12,
    • 1 reply
    • 1.1k views

  23. What type of plan?

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

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

    By Guest Enda80,
    • 1 reply
    • 1.3k views

  25. exceeding 415 limit and plan doc language

    By Tom Poje,
    • 0 replies
    • 912 views

  26. 2009 covered comp

    By Tom Poje,
    • 0 replies
    • 1.3k views

  27. KEOGH PLAN DOCUMENT - Where is it?

    By Guest Eagle Don,
    • 8 replies
    • 4.8k views

  28. Non-equity partner

    By Earl,
    • 10 replies
    • 6.9k views

  29. Plan Limits

    By Tom Poje,
    • 4 replies
    • 1.2k views

  30. Retirement benefits

    By Don Levit,
    • 2 replies
    • 1.1k views

  31. 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
    • 926 views

  32. 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
    • 909 views

  33. Leased Employee

    By Dougsbpc,
    • 3 replies
    • 1.7k views

  34. Excluding older employee

    By MoShawn,
    • 30 replies
    • 4.4k views

  35. EGTRRA Document -- Required Adoption Date?

    By Jean,
    • 0 replies
    • 1.3k views

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

    By jkharvey,
    • 4 replies
    • 1.7k views

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

    By Guest Enda80,
    • 4 replies
    • 1.2k views
    • Guest
    • Guest

  38. Benefit application prior to certified critical

    By benpat3,
    • 1 reply
    • 995 views

  39. Real Estate Professional

    By amcorson,
    • 3 replies
    • 1.3k views

  40. Replacing market value adjustment on conversion

    By Guest Sieve,
    • 7 replies
    • 4.5k views
    • Guest
    • Guest

  41. Plan "Contribution"?

    By J Simmons,
    • 3 replies
    • 1.1k views

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

    By J Simmons,
    • 13 replies
    • 4.4k views
    • Guest
    • Guest

  43. Loan in default

    By Earl,
    • 10 replies
    • 1.8k views

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

    By Guest Enda80,
    • 2 replies
    • 907 views

  45. 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
    • 766 views
    • Guest
    • Guest

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

    By buckaroo,
    • 0 replies
    • 992 views

  47. simple ira

    By Guest lip,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  48. schedule I

    By Guest lip,
    • 3 replies
    • 1.1k views

  49. 401k or 403b for small (but growing) nfp

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

  50. Still a Non-ERISA plan?

    By J Simmons,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest
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