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Retirement Plans in General

5,811 topics in this forum

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

    By Guest Enda80,
    • 5 replies
    • 1.6k views

  2. 401 Rollover --need advice asap

    By Guest charxyz,
    • 7 replies
    • 1.4k views

  3. Ratio Percentage Determination

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

  4. 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

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

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

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

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

  7. Multiple employer plan-controlled group?

    By Guest m.n.ouellette,
    • 8 replies
    • 3.1k views
    • Guest
    • Guest

  8. Employed On Last Day of Plan Year

    By Guest ElizabethERISA,
    • 4 replies
    • 3.2k views

  9. When someone has a money purchase plan, when must they include leased employees?

    By Guest Enda80,
    • 5 replies
    • 1.3k views

  10. "last day of the Plan Year Ending on or after question"; so if the plan year ended on March 30, 2005, you have only five days?

    By Guest Enda80,
    • 3 replies
    • 1.2k views

  11. Plan terminations; what do you have to do? Other than accelerated vesting and amending the plan? When you terminate a retirement plan, other than ac

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

  12. Amending plan for EGTRRA, GUST, 401(a)(9) and 401(a)(31); what circumstances allow one to go beyond the usual due dates for execution and what serve

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

  13. Effective date for respective provisions of TRA '86? Not the execution date, the effective date, as execution date and effective date remain different

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

  14. Disqualified plan losing deduction for form 1120, 1120S, schedule C on form 1040, etc.; absolutely or to the degree non-vested? Please provide referen

    By Guest Enda80,
    • 1 reply
    • 834 views

  15. S corporation and a disqualifed plan or CAP (Closing Agreement program); how does the flow through nature affect either the loss of deduction on the

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

  16. 401(a)(31), 401(a)(9) effective dates for a retirement plan questions; absolute or first day of the first plan year following the effective dates give

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

  17. UCA and OBRA, required effective dates? Distinct from required execution dates

    By Guest Enda80,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  18. Recommendations for speaker for Retirement Professionals group in Milwaukee

    By ERISAatty,
    • 0 replies
    • 884 views

  19. Form 5330

    By benpat3,
    • 5 replies
    • 2.4k views
    • Guest
    • Guest

  20. vested account balance after in-service withdrawal

    By Belgarath,
    • 5 replies
    • 2.5k views

  21. Minimum wage questions; Minimum wage questions; what age does a person have to reach to get covered by minimum wage, and do some states have mandatory

    By Guest Enda80,
    • 1 reply
    • 821 views

  22. How does the initial eligibility computation period function when the required service period amounts to two years?

    By Guest Enda80,
    • 1 reply
    • 1.6k views

  23. Safe Harbor for deposit of EE salary deferrals

    By Guest BruceC,
    • 2 replies
    • 1.1k views

  24. Abolishment of 401(k) Plans

    By A Shot in the Dark,
    • 13 replies
    • 1.5k views

  25. How do you anticipate the bailout affecting retirement plans?

    By Guest Enda80,
    • 8 replies
    • 1.4k views

  26. COLA_Rollover Chart (2008-2009)

    By Gary Lesser,
    • 1 reply
    • 908 views

  27. IRS Announces Pension Plan Limitations for 2009

    By J Simmons,
    • 19 replies
    • 3.9k views

  28. 408 Service Provider Agreements for CD Investments

    By BeanCounterBlues,
    • 0 replies
    • 916 views

  29. Prevailing Wage Money Purchase Plan

    By Guest slugn,
    • 1 reply
    • 1.2k views

  30. In-Service Transfers

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

  31. RETIREMENT FUND LOSSES

    By Guest JD698,
    • 5 replies
    • 1k views
    • Guest
    • Guest

  32. Audit of Retirement Plan?

    By Guest newtobenefits,
    • 1 reply
    • 1.8k views

  33. Duty of Care in Responding to Request for Forms?

    By Guest newtobenefits,
    • 13 replies
    • 2.4k views

  34. Non resident aliens

    By Bird,
    • 8 replies
    • 2.1k views

  35. Prevailing wage Corbel prototype

    By R. Butler,
    • 1 reply
    • 934 views

  36. Pension Protection Act; some key effects

    By Guest Enda80,
    • 2 replies
    • 907 views
    • Guest
    • Guest

  37. Profit Sharing Plan with no contributions for three years

    By Guest tajcc,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  38. PEO & Leasing Company

    By Guest Sieve,
    • 6 replies
    • 2k views

  39. Prohibited Transaction

    By benpat3,
    • 1 reply
    • 1.2k views

  40. Status of IRS determination letter processing?

    By jstorch,
    • 11 replies
    • 2.7k views

  41. Paying Expenses from Plan Assets

    By waid10,
    • 15 replies
    • 2k views
    • Guest
    • Guest

  42. Controlled Group

    By Guest P Arpey,
    • 9 replies
    • 2.6k views

  43. Maximum Excess Allowance Greater than 5.7%

    By Guest gmag00,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  44. Prohibited Transaction

    By k man,
    • 2 replies
    • 1k views

  45. Uniform General Power of Attorney Act

    By J Simmons,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  46. Recent wall street turmoil

    By Santo Gold,
    • 4 replies
    • 1.4k views

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

    By Guest Iwonder,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  48. RMD and no liquid assets in plan

    By Earl,
    • 4 replies
    • 2.7k views

  49. Accelerated PPA Vesting for DC Plans

    By mming,
    • 2 replies
    • 1.6k views

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

    By Guest Rocky,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest
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