Retirement Plans in General

5,753 topics in this forum

1. Prohibited Transaction

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

2. 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

3. Initial eligiblity computation period question

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

4. Deduction for short plan year

   By Guest Sieve, July 29, 2008
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • July 29, 2008

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

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

6. Profit Sharing Plan to Roth IRA

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

7. Beneficiary Designation

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

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

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

9. Changing the definition of compensation

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

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

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

11. Participant Loan

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

12. Mistake of Fact/Return of Excess Contribution

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

13. Affilied Service Group question

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

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

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

15. Controlled Group Question

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

16. Party in interest

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

17. Employer doesn't make required contributions

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

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

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

19. History of Pension Legislation

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

20. Tax Deduction Issue for PS Plans

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

21. Forfeiture of account balance of missing participant

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

22. 415 limit default

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

23. Employee Embezzlement

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

24. father and childern ownership

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

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

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

26. Former employees and top-heavy tests

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

27. 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

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

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

29. Self-Correction Program

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

30. "Earned Income" of a Partner

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

31. Form 5330

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

32. Death benefits - protected?

    By Guest Sieve, June 28, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 28, 2008

33. Prof. Services Corp and Control Group Issues

    By Guest Ellie, June 24, 2008
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • June 25, 2008

34. Allocation based on participant's classification?

    By Guest Enda80, June 22, 2008
    • 1 reply
    • 978 views
    • 
    • Jim Chad
    • June 24, 2008

35. Grantor trusts, do they ever figure into retirement plans?

    By Guest Enda80, June 18, 2008
    • 1 reply
    • 909 views
    • 
    • J Simmons
    • June 19, 2008

36. RAP beyond 9/30/03? How does that become possible?

    By Guest Enda80, June 18, 2008
    • 4 replies
    • 1.7k views
    • 
    • Belgarath
    • July 1, 2008

37. Top-Heavy related questions; how does that impact coverage testing? I know that the people who do not work enough hours who would normally not get an

    By Guest Enda80, June 17, 2008
    • 1 reply
    • 866 views
    • 
    • Tom Poje
    • June 18, 2008

38. Friday the 13th style question

    By Tom Poje, June 13, 2008
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • June 17, 2008

39. Integrated PS

    By Monica Barnard, June 12, 2008
    • 3 replies
    • 1.4k views
    • 
    • Monica Barnard
    • June 24, 2008

40. Compensation from partnership

    By ombskid, June 11, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 1, 2008

41. Davis Bacon Plans

    By PMC, June 11, 2008
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 11, 2008

42. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80, June 10, 2008
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • June 11, 2008

43. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80, June 10, 2008
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • June 10, 2008

44. mortality table amendment necessary?

    By jlea, June 8, 2008
    • 2 replies
    • 1.8k views
    • 
    • jlea
    • June 13, 2008

45. Does anyone know where the factors for figuring out required minimum distributions would be? Also, does anyone have an Excel file set up to figure out

    By Guest Enda80, June 6, 2008
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • June 6, 2008

46. coverage testing for a closed db pension plan - several questions

    By Guest GaryGaryGary, June 4, 2008
    • 3 replies
    • 2.1k views
    • 
    • ak2ary
    • June 7, 2008

47. Recommended magazines about retirement plans

    By Guest Enda80, June 3, 2008
    • 6 replies
    • 1.3k views
    • 
    • JanetM
    • June 9, 2008

48. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80, June 3, 2008
    • 7 replies
    • 1.7k views
    • 
    • JanetM
    • June 4, 2008

49. How do franchises affect retirement plan coverage issues?

    By Guest Enda80, June 2, 2008
    • 2 replies
    • 1.1k views
    • 
    • Lori Friedman
    • June 2, 2008

50. Instituting Employee Contribution to plans

    By Guest Benefits Newbie, May 29, 2008
    • 6 replies
    • 2.2k views
    • 
    • GMK
    • June 3, 2008