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Retirement Plans in General

5,819 topics in this forum

  1. 401(a)(4)

    By thepensionmaven,
    • 3 replies
    • 1.6k views

  2. Possible Controlled Group and PT Issues

    By mming,
    • 1 reply
    • 1.2k views

  3. Which code section states that a non-qualified plan must file according to the regular calendar year?

    By Guest Enda80,
    • 1 reply
    • 919 views

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

    By Guest Enda80,
    • 1 reply
    • 909 views

  5. Who can be a trustee

    By rcline46,
    • 3 replies
    • 3.1k views

  6. Excluding employees

    By Guest BruceC,
    • 14 replies
    • 3.1k views

  7. Retirement Asset Allocation

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

  8. Coverage

    By Guest Sieve,
    • 1 reply
    • 1.4k views

  9. Participation in either/or plans

    By msmith,
    • 3 replies
    • 1.2k views

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

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

  11. Accelerated Amendment Requirements due to plan termination?

    By Guest Enda80,
    • 1 reply
    • 904 views

  12. New OneMan Corp - comp from previous entity?

    By Guest MLL,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  13. Parent Sub Controlled Group

    By Guest TPAStacey,
    • 3 replies
    • 1.6k views

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

    By Guest Enda80,
    • 1 reply
    • 1.4k views

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

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

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

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

  17. beneficiary on father's retirement

    By Guest chiefkat,
    • 2 replies
    • 1k views

  18. QNECs used in top heavy determination

    By Trekker,
    • 20 replies
    • 4k views

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

    By Guest Enda80,
    • 2 replies
    • 1k views

  20. How do deemed earnings figure into 415 limits?

    By Guest Enda80,
    • 3 replies
    • 1k views

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

    By Guest Enda80,
    • 2 replies
    • 960 views

  22. Mix and Match

    By J Simmons,
    • 5 replies
    • 1.9k views

  23. Madoff

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

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

    By katieinny,
    • 0 replies
    • 1.1k views

  25. RMD 60 day rollover waiver

    By Guest DeeBee,
    • 1 reply
    • 3.9k views

  26. 945 - paid preparer

    By SheilaD,
    • 0 replies
    • 1.1k views

  27. Paying sanction penalties with plan assets

    By Guest Enda80,
    • 2 replies
    • 1.5k views

  28. 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
    • 1.3k views

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

    By Guest Enda80,
    • 2 replies
    • 922 views

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

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

  31. Forfeitures

    By Guest LCJ12,
    • 1 reply
    • 1.2k views

  32. What type of plan?

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

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

    By Guest Enda80,
    • 1 reply
    • 1.3k views

  34. exceeding 415 limit and plan doc language

    By Tom Poje,
    • 0 replies
    • 940 views

  35. 2009 covered comp

    By Tom Poje,
    • 0 replies
    • 1.3k views

  36. KEOGH PLAN DOCUMENT - Where is it?

    By Guest Eagle Don,
    • 8 replies
    • 4.9k views

  37. Non-equity partner

    By Earl,
    • 10 replies
    • 7.1k views

  38. Plan Limits

    By Tom Poje,
    • 4 replies
    • 1.2k views

  39. Retirement benefits

    By Don Levit,
    • 2 replies
    • 1.1k views

  40. 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
    • 951 views

  41. 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
    • 949 views

  42. Leased Employee

    By Dougsbpc,
    • 3 replies
    • 1.8k views

  43. Excluding older employee

    By MoShawn,
    • 30 replies
    • 4.7k views

  44. EGTRRA Document -- Required Adoption Date?

    By Jean,
    • 0 replies
    • 1.3k views

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

    By jkharvey,
    • 4 replies
    • 1.8k views

  46. 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

  47. Benefit application prior to certified critical

    By benpat3,
    • 1 reply
    • 1k views

  48. Real Estate Professional

    By amcorson,
    • 3 replies
    • 1.3k views

  49. Replacing market value adjustment on conversion

    By Guest Sieve,
    • 7 replies
    • 4.6k views
    • Guest
    • Guest

  50. Plan "Contribution"?

    By J Simmons,
    • 3 replies
    • 1.2k views
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