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Retirement Plans in General

5,817 topics in this forum

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

    By Guest Enda80,
    • 2 replies
    • 918 views

  2. 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
    • 773 views
    • Guest
    • Guest

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

    By buckaroo,
    • 0 replies
    • 1k views

  4. simple ira

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

  5. schedule I

    By Guest lip,
    • 3 replies
    • 1.1k views

  6. 401k or 403b for small (but growing) nfp

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

  7. Still a Non-ERISA plan?

    By J Simmons,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 5 replies
    • 1.7k views

  9. 401 Rollover --need advice asap

    By Guest charxyz,
    • 7 replies
    • 1.5k views

  10. Ratio Percentage Determination

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

  11. 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
    • 1.2k views
    • Guest
    • Guest

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

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

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

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

  14. Multiple employer plan-controlled group?

    By Guest m.n.ouellette,
    • 8 replies
    • 3.2k views
    • Guest
    • Guest

  15. Employed On Last Day of Plan Year

    By Guest ElizabethERISA,
    • 4 replies
    • 3.2k views

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

    By Guest Enda80,
    • 5 replies
    • 1.3k views

  17. "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

  18. 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

  19. 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
    • 788 views
    • Guest
    • Guest

  20. 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

  21. 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
    • 847 views

  22. 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
    • 739 views
    • Guest
    • Guest

  23. 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

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

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

  25. Recommendations for speaker for Retirement Professionals group in Milwaukee

    By ERISAatty,
    • 0 replies
    • 900 views

  26. Form 5330

    By benpat3,
    • 5 replies
    • 2.5k views
    • Guest
    • Guest

  27. vested account balance after in-service withdrawal

    By Belgarath,
    • 5 replies
    • 2.5k views

  28. 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
    • 835 views

  29. 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

  30. Safe Harbor for deposit of EE salary deferrals

    By Guest BruceC,
    • 2 replies
    • 1.1k views

  31. Abolishment of 401(k) Plans

    By A Shot in the Dark,
    • 13 replies
    • 1.6k views

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

    By Guest Enda80,
    • 8 replies
    • 1.4k views

  33. COLA_Rollover Chart (2008-2009)

    By Gary Lesser,
    • 1 reply
    • 923 views

  34. IRS Announces Pension Plan Limitations for 2009

    By J Simmons,
    • 19 replies
    • 4k views

  35. 408 Service Provider Agreements for CD Investments

    By BeanCounterBlues,
    • 0 replies
    • 926 views

  36. Prevailing Wage Money Purchase Plan

    By Guest slugn,
    • 1 reply
    • 1.2k views

  37. In-Service Transfers

    By Guest BruceC,
    • 8 replies
    • 2.6k views
    • Guest
    • Guest

  38. RETIREMENT FUND LOSSES

    By Guest JD698,
    • 5 replies
    • 1.1k views
    • Guest
    • Guest

  39. Audit of Retirement Plan?

    By Guest newtobenefits,
    • 1 reply
    • 1.8k views

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

    By Guest newtobenefits,
    • 13 replies
    • 2.4k views

  41. Non resident aliens

    By Bird,
    • 8 replies
    • 2.2k views

  42. Prevailing wage Corbel prototype

    By R. Butler,
    • 1 reply
    • 947 views

  43. Pension Protection Act; some key effects

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

  44. Profit Sharing Plan with no contributions for three years

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

  45. PEO & Leasing Company

    By Guest Sieve,
    • 6 replies
    • 2.1k views

  46. Prohibited Transaction

    By benpat3,
    • 1 reply
    • 1.2k views

  47. Status of IRS determination letter processing?

    By jstorch,
    • 11 replies
    • 2.8k views

  48. Paying Expenses from Plan Assets

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

  49. Controlled Group

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

  50. Maximum Excess Allowance Greater than 5.7%

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