Retirement Plans in General

5,765 topics in this forum

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

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

2. Tax Deduction Issue for PS Plans

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

3. Participant Loan

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

4. Mistake of Fact/Return of Excess Contribution

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

5. Affilied Service Group question

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

6. Controlled Group Question

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

7. Employer doesn't make required contributions

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

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

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

9. History of Pension Legislation

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

10. "Earned Income" of a Partner

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

11. Self-Correction Program

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

12. 415 limit default

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

13. Former employees and top-heavy tests

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

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

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

15. Employee Embezzlement

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

16. Form 5330

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

17. father and childern ownership

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

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

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

19. Compensation from partnership

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

20. 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

21. Death benefits - protected?

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

22. Prof. Services Corp and Control Group Issues

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

23. Employer holding on to my 401k

    By Guest dillybar, February 25, 2008
    • 17 replies
    • 12.4k views
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    • J Simmons
    • June 24, 2008

24. Integrated PS

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

25. Allocation based on participant's classification?

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

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

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

27. 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
    • 874 views
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    • Tom Poje
    • June 18, 2008

28. Friday the 13th style question

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

29. mortality table amendment necessary?

    By jlea, June 8, 2008
    • 2 replies
    • 1.9k views
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    • jlea
    • June 13, 2008

30. Davis Bacon Plans

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

31. 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
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    • Tom Poje
    • June 11, 2008

32. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

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

33. Recommended magazines about retirement plans

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

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

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

35. 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
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    • Appleby
    • June 6, 2008

36. Coverage Testing - Three Year Testing Cycle

    By buckaroo, May 28, 2008
    • 3 replies
    • 1.9k views
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    • JanetM
    • June 6, 2008

37. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

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

38. Instituting Employee Contribution to plans

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

39. How do franchises affect retirement plan coverage issues?

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

40. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo, May 29, 2008
    • 5 replies
    • 2.7k views
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    • Tom Poje
    • June 2, 2008

41. Retirement plan's asset/trust statements; what official regulations dictate that the statements must be in the name of the plan?

    By Guest Enda80, May 28, 2008
    • 1 reply
    • 1k views
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    • J Simmons
    • May 28, 2008

42. Converting money purchase plan to 401(k)

    By Guest JD698, May 28, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2008

43. If the beneficiary is a trust, where do you look for distribution schedule in uniform life table?

    By Guest Enda80, May 27, 2008
    • 1 reply
    • 1.1k views
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    • jevd
    • May 28, 2008

44. Commingle Assets

    By Guest pensionactuary, May 14, 2008
    • 1 reply
    • 2.1k views
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    • Jim Chad
    • May 23, 2008

45. Relius Government Forms 5500 SP2

    By Guest Robin.Wolf, May 19, 2008
    • 2 replies
    • 1.5k views
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    • Guest
    • May 22, 2008

46. Prohibited Transaction Exemption

    By Guest jim williams, May 22, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 22, 2008

47. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 8 replies
    • 1.9k views
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    • GMK
    • May 21, 2008

48. Calculating required minimum distribution

    By Guest Enda80, May 17, 2008
    • 7 replies
    • 1.5k views
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    • Tom Poje
    • May 20, 2008

49. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent, May 19, 2008
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • May 19, 2008

50. Six months for period of service requirement for entry into a retirement plan, must you use elapsed time?

    By Guest Enda80, May 15, 2008
    • 2 replies
    • 1.8k views
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    • Tom Poje
    • May 16, 2008