Retirement Plans in General

5,772 topics in this forum

1. Administrative Policy Document

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

2. The latest EPCRS

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

3. Replacing market value adjustment on conversion

   By Guest Sieve, August 14, 2008
   • 7 replies
   • 4.3k views
   • 
   • Guest
   • December 5, 2008

4. multiple employer plans and design options

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

5. International Employee 401k

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

6. Reasonable Dist fees for multiple payments

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

7. Union benefits non union ee

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

8. Partnerships are evil

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

9. Partnership Earnings

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

10. Trust with no sponsor

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

11. Short initial plan year and Top Heavy

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

12. Sign-Off for Completed Testing

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

13. MPP Question

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

14. Adjustments to "Total Compensation".

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

15. Past service at merger

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

16. Loan Terms

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

17. Eligibility - hourly and month requirement

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

18. Plan for Union Employees

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

19. Paying property taxes for real eatate in PS

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

20. Prohibited Transaction

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

21. 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

22. Initial eligiblity computation period question

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

23. Deduction for short plan year

    By Guest Sieve, July 29, 2008
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 29, 2008

24. How do you calculate MPA (maximum payable amount)?

    By Guest Enda80, July 25, 2008
    • 0 replies
    • 993 views
    • 
    • Guest
    • July 25, 2008

25. Profit Sharing Plan to Roth IRA

    By Guest cashmere, July 24, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 24, 2008

26. Beneficiary Designation

    By Guest Retirement4Life, July 24, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • July 24, 2008

27. Reimbursement of legal fees related to real estate note transactions

    By Guest tschotland, July 24, 2008
    • 0 replies
    • 804 views
    • 
    • Guest
    • July 24, 2008

28. Changing the definition of compensation

    By katieinny, July 23, 2008
    • 6 replies
    • 2.3k views
    • 
    • Peanut Butter Man
    • July 25, 2008

29. What is the correct board for questions on profit sharing plans?

    By Guest tschotland, July 23, 2008
    • 2 replies
    • 893 views
    • 
    • Guest
    • July 24, 2008

30. Participant Loan

    By Guest DNH, July 16, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 17, 2008

31. Mistake of Fact/Return of Excess Contribution

    By J Simmons, July 16, 2008
    • 4 replies
    • 3.3k views
    • 
    • J Simmons
    • July 16, 2008

32. Affilied Service Group question

    By Lou S., July 15, 2008
    • 4 replies
    • 1.3k views
    • 
    • Lou S.
    • July 16, 2008

33. In relation to pension information, what is "the blue book"

    By Guest 410b, July 13, 2008
    • 2 replies
    • 1k views
    • 
    • Calavera
    • July 13, 2008

34. Controlled Group Question

    By Lou S., July 11, 2008
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • July 15, 2008

35. Party in interest

    By Guest Buzzman, July 11, 2008
    • 13 replies
    • 2.9k views
    • 
    • KJohnson
    • July 28, 2008

36. Employer doesn't make required contributions

    By Guest Sieve, July 11, 2008
    • 9 replies
    • 2.3k views
    • 
    • Don Levit
    • July 14, 2008

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

    By J Simmons, July 10, 2008
    • 13 replies
    • 4.1k views
    • 
    • Guest
    • December 4, 2008

38. History of Pension Legislation

    By SMB, July 10, 2008
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • July 11, 2008

39. Tax Deduction Issue for PS Plans

    By Guest DNH, July 10, 2008
    • 7 replies
    • 6.4k views
    • 
    • BeckyMiller
    • July 19, 2008

40. Forfeiture of account balance of missing participant

    By Guest Sieve, July 9, 2008
    • 11 replies
    • 6.7k views
    • 
    • AKowalski
    • December 13, 2018

41. 415 limit default

    By Tom Poje, July 8, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 8, 2008

42. Employee Embezzlement

    By Guest Jack19, July 7, 2008
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 7, 2008

43. father and childern ownership

    By abanky, July 7, 2008
    • 9 replies
    • 2.2k views
    • 
    • abanky
    • July 7, 2008

44. Top-Heavy Minimums, how does that affect allocations calculations?

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 6, 2008

45. Former employees and top-heavy tests

    By Guest Enda80, July 5, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 7, 2008

46. Does giving someone a 3% top-heavy minimum help you pass 410(b) coverage issues?

    By Guest Enda80, July 5, 2008
    • 8 replies
    • 2.7k views
    • 
    • Lou S.
    • November 4, 2010

47. Closing agreement, when must you pursue this as opposed

    By Guest Enda80, July 5, 2008
    • 1 reply
    • 916 views
    • 
    • Blinky the 3-eyed Fish
    • July 7, 2008

48. Self-Correction Program

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2008

49. "Earned Income" of a Partner

    By J Simmons, July 4, 2008
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • July 10, 2008

50. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • July 7, 2008