Retirement Plans in General

5,772 topics in this forum

1. Status of IRS determination letter processing?

   By jstorch, September 23, 2008
   • 11 replies
   • 2.6k views
   • 
   • jstorch
   • September 25, 2008

2. Paying Expenses from Plan Assets

   By waid10, September 23, 2008
   • 15 replies
   • 1.9k views
   • 
   • Guest
   • September 24, 2008

3. Controlled Group

   By Guest P Arpey, August 20, 2008
   • 9 replies
   • 2.5k views
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   • buckaroo
   • September 24, 2008

4. Maximum Excess Allowance Greater than 5.7%

   By Guest gmag00, September 23, 2008
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • September 24, 2008

5. Prohibited Transaction

   By k man, September 23, 2008
   • 2 replies
   • 1k views
   • 
   • K2retire
   • September 23, 2008

6. Uniform General Power of Attorney Act

   By J Simmons, September 22, 2008
   • 2 replies
   • 1.6k views
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   • Guest
   • September 22, 2008

7. Recent wall street turmoil

   By Santo Gold, September 19, 2008
   • 4 replies
   • 1.3k views
   • 
   • PensionPro
   • September 19, 2008

8. A sub-S corporation as part of the Controlled Group

   By Guest Iwonder, September 18, 2008
   • 4 replies
   • 2k views
   • 
   • Guest
   • September 19, 2008

9. RMD and no liquid assets in plan

   By Earl, September 18, 2008
   • 4 replies
   • 2.4k views
   • 
   • ERISAnut
   • September 18, 2008

10. Accelerated PPA Vesting for DC Plans

    By mming, September 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • mming
    • September 17, 2008

11. Waiver of 4980F excise tax for 204(h) notice

    By Guest Rocky, September 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 15, 2008

12. Money Purchase Plan Problem

    By John Feldt ERPA CPC QPA, September 15, 2008
    • 4 replies
    • 1.6k views
    • 
    • ERISAnut
    • September 15, 2008

13. Rehired after 12 year absence (with 15 years prior participation)

    By Guest Iwonder, September 12, 2008
    • 1 reply
    • 971 views
    • 
    • PLAN MAN
    • September 12, 2008

14. DB deduction

    By Guest Shrek'sconfused, October 29, 2007
    • 5 replies
    • 1.4k views
    • 
    • GBurns
    • September 6, 2008

15. Life Insurance & Incidental Benefit Rule

    By R. Butler, September 4, 2008
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • September 4, 2008

16. Does anyone have any insights on the process of an unagreed 5500 retirement plan cases?

    By Guest Enda80, September 2, 2008
    • 1 reply
    • 839 views
    • 
    • Guest
    • September 3, 2008

17. If a company's retirement plan only has one participant, but has other non-participant employees, does it still need a bond for its retirement plan?

    By Guest Enda80, August 27, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • August 30, 2008

18. Declined for coverage

    By Guest parrot87, August 27, 2008
    • 11 replies
    • 2k views
    • 
    • Don Levit
    • August 29, 2008

19. 401(k) Loans

    By Guest smill014, August 27, 2008
    • 19 replies
    • 10.3k views
    • 
    • Kevin C
    • August 29, 2008

20. Limits on a self-employed individuals integrated allocation

    By Guest Enda80, August 16, 2008
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 27, 2008

21. Plan provision requirement for 415 Regs

    By Guest L337pwner5, August 24, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 25, 2008

22. Assignment of Death Benefits

    By Dougsbpc, August 25, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • August 25, 2008

23. Prevailing Wage Plan - Due Date of Deposits

    By Guest notapensiongeek, August 25, 2008
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 25, 2008

24. International Employee 401k

    By Guest padmin, August 14, 2008
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 22, 2008

25. Affiliated Service Group between hospital and Corporation employing anesthesiologists?

    By Trekker, August 19, 2008
    • 12 replies
    • 3.2k views
    • 
    • Trekker
    • August 22, 2008

26. Voluntary employee contributions something of a misnomer

    By Guest Enda80, August 21, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • August 21, 2008

27. vesting in a PS only plan

    By Santo Gold, August 20, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2008

28. Rollover from a designated Roth account

    By Guest bdemalignon, August 20, 2008
    • 8 replies
    • 1.9k views
    • 
    • ERISAnut
    • August 20, 2008

29. next year's limits

    By Tom Poje, August 15, 2008
    • 4 replies
    • 1.3k views
    • 
    • XTitan
    • August 20, 2008

30. Investment and Administration Advice

    By Guest wildcat, August 15, 2008
    • 4 replies
    • 1k views
    • 
    • K2retire
    • August 16, 2008

31. Reasonable Dist fees for multiple payments

    By AlbanyConsultant, August 13, 2008
    • 8 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • August 15, 2008

32. Administrative Policy Document

    By Guest clch, August 15, 2008
    • 1 reply
    • 801 views
    • 
    • JanetM
    • August 15, 2008

33. multiple employer plans and design options

    By t.haley, August 14, 2008
    • 9 replies
    • 2k views
    • 
    • Guest
    • August 15, 2008

34. The latest EPCRS

    By Tom Poje, August 15, 2008
    • 2 replies
    • 933 views
    • 
    • Guest
    • August 15, 2008

35. Union benefits non union ee

    By SheilaD, August 13, 2008
    • 9 replies
    • 3.3k views
    • 
    • SheilaD
    • August 14, 2008

36. Partnerships are evil

    By mphs77, August 12, 2008
    • 14 replies
    • 2.2k views
    • 
    • masteff
    • August 14, 2008

37. Partnership Earnings

    By Oh so SIMPLE, August 11, 2008
    • 1 reply
    • 1k views
    • 
    • K2retire
    • August 12, 2008

38. Short initial plan year and Top Heavy

    By MoShawn, August 7, 2008
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • August 11, 2008

39. Trust with no sponsor

    By ombskid, August 8, 2008
    • 1 reply
    • 933 views
    • 
    • J Simmons
    • August 8, 2008

40. Past service at merger

    By ombskid, August 6, 2008
    • 8 replies
    • 1.2k views
    • 
    • JanetM
    • August 8, 2008

41. Sign-Off for Completed Testing

    By buckaroo, August 7, 2008
    • 3 replies
    • 999 views
    • 
    • Tom Poje
    • August 8, 2008

42. Adjustments to "Total Compensation".

    By Below Ground, August 6, 2008
    • 12 replies
    • 2.1k views
    • 
    • GBurns
    • August 7, 2008

43. MPP Question

    By MBCarey, August 6, 2008
    • 4 replies
    • 1.5k views
    • 
    • Medusa
    • August 6, 2008

44. Prohibited Transaction

    By Belgarath, July 31, 2008
    • 15 replies
    • 2.9k views
    • 
    • Belgarath
    • August 6, 2008

45. Loan Terms

    By zimbo, August 5, 2008
    • 2 replies
    • 973 views
    • 
    • zimbo
    • August 6, 2008

46. Both a DC and DB plan exist

    By Guest Enda80, July 31, 2008
    • 4 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2008

47. Eligibility - hourly and month requirement

    By Guest tajcc, August 4, 2008
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • August 4, 2008

48. Paying property taxes for real eatate in PS

    By Jim Chad, August 1, 2008
    • 4 replies
    • 1.2k views
    • 
    • jpod
    • August 1, 2008

49. Plan for Union Employees

    By SMB, August 1, 2008
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 1, 2008

50. Initial eligiblity computation period question

    By Guest Enda80, July 31, 2008
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • July 31, 2008