Retirement Plans in General

5,811 topics in this forum

1. Money Purchase Plan Problem

   By John Feldt ERPA CPC QPA, September 15, 2008
   • 4 replies
   • 1.7k views
   • 
   • ERISAnut
   • September 15, 2008

2. Rehired after 12 year absence (with 15 years prior participation)

   By Guest Iwonder, September 12, 2008
   • 1 reply
   • 1k views
   • 
   • PLAN MAN
   • September 12, 2008

3. DB deduction

   By Guest Shrek'sconfused, October 29, 2007
   • 5 replies
   • 1.4k views
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   • GBurns
   • September 6, 2008

4. Life Insurance & Incidental Benefit Rule

   By R. Butler, September 4, 2008
   • 1 reply
   • 2k views
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   • Bird
   • September 4, 2008

5. Does anyone have any insights on the process of an unagreed 5500 retirement plan cases?

   By Guest Enda80, September 2, 2008
   • 1 reply
   • 865 views
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   • Guest
   • September 3, 2008

6. If a company's retirement plan only has one participant, but has other non-participant employees, does it still need a bond for its retirement plan?

   By Guest Enda80, August 27, 2008
   • 3 replies
   • 1.1k views
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   • Guest
   • August 30, 2008

7. Declined for coverage

   By Guest parrot87, August 27, 2008
   • 11 replies
   • 2k views
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   • Don Levit
   • August 29, 2008

8. 401(k) Loans

   By Guest smill014, August 27, 2008
   • 19 replies
   • 10.6k views
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   • Kevin C
   • August 29, 2008

9. Limits on a self-employed individuals integrated allocation

   By Guest Enda80, August 16, 2008
   • 4 replies
   • 1.4k views
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   • Tom Poje
   • August 27, 2008

10. Plan provision requirement for 415 Regs

    By Guest L337pwner5, August 24, 2008
    • 4 replies
    • 1.9k views
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    • Guest
    • August 25, 2008

11. Assignment of Death Benefits

    By Dougsbpc, August 25, 2008
    • 3 replies
    • 2k views
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    • Guest
    • August 25, 2008

12. Prevailing Wage Plan - Due Date of Deposits

    By Guest notapensiongeek, August 25, 2008
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • August 25, 2008

13. International Employee 401k

    By Guest padmin, August 14, 2008
    • 3 replies
    • 2.2k views
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    • Guest
    • August 22, 2008

14. Affiliated Service Group between hospital and Corporation employing anesthesiologists?

    By Trekker, August 19, 2008
    • 12 replies
    • 3.4k views
    • 
    • Trekker
    • August 22, 2008

15. Voluntary employee contributions something of a misnomer

    By Guest Enda80, August 21, 2008
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • August 21, 2008

16. vesting in a PS only plan

    By Santo Gold, August 20, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2008

17. Rollover from a designated Roth account

    By Guest bdemalignon, August 20, 2008
    • 8 replies
    • 2k views
    • 
    • ERISAnut
    • August 20, 2008

18. next year's limits

    By Tom Poje, August 15, 2008
    • 4 replies
    • 1.4k views
    • 
    • XTitan
    • August 20, 2008

19. Investment and Administration Advice

    By Guest wildcat, August 15, 2008
    • 4 replies
    • 1.1k views
    • 
    • K2retire
    • August 16, 2008

20. Reasonable Dist fees for multiple payments

    By AlbanyConsultant, August 13, 2008
    • 8 replies
    • 2k views
    • 
    • AlbanyConsultant
    • August 15, 2008

21. Administrative Policy Document

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

22. multiple employer plans and design options

    By t.haley, August 14, 2008
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • August 15, 2008

23. The latest EPCRS

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

24. Union benefits non union ee

    By SheilaD, August 13, 2008
    • 9 replies
    • 3.7k views
    • 
    • SheilaD
    • August 14, 2008

25. Partnerships are evil

    By mphs77, August 12, 2008
    • 14 replies
    • 2.3k views
    • 
    • masteff
    • August 14, 2008

26. Partnership Earnings

    By Oh so SIMPLE, August 11, 2008
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • August 12, 2008

27. Short initial plan year and Top Heavy

    By MoShawn, August 7, 2008
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • August 11, 2008

28. Trust with no sponsor

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

29. Past service at merger

    By ombskid, August 6, 2008
    • 8 replies
    • 1.3k views
    • 
    • JanetM
    • August 8, 2008

30. Sign-Off for Completed Testing

    By buckaroo, August 7, 2008
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • August 8, 2008

31. Adjustments to "Total Compensation".

    By Below Ground, August 6, 2008
    • 12 replies
    • 2.2k views
    • 
    • GBurns
    • August 7, 2008

32. MPP Question

    By MBCarey, August 6, 2008
    • 4 replies
    • 1.6k views
    • 
    • Medusa
    • August 6, 2008

33. Prohibited Transaction

    By Belgarath, July 31, 2008
    • 15 replies
    • 3.9k views
    • 
    • Belgarath
    • August 6, 2008

34. Loan Terms

    By zimbo, August 5, 2008
    • 2 replies
    • 1k views
    • 
    • zimbo
    • August 6, 2008

35. Both a DC and DB plan exist

    By Guest Enda80, July 31, 2008
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2008

36. Eligibility - hourly and month requirement

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

37. Paying property taxes for real eatate in PS

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

38. Plan for Union Employees

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

39. Initial eligiblity computation period question

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

40. Deduction for short plan year

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

41. Party in interest

    By Guest Buzzman, July 11, 2008
    • 13 replies
    • 3.2k views
    • 
    • KJohnson
    • July 28, 2008

42. Changing the definition of compensation

    By katieinny, July 23, 2008
    • 6 replies
    • 2.4k views
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    • Peanut Butter Man
    • July 25, 2008

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

    By Guest Enda80, July 25, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 25, 2008

44. Beneficiary Designation

    By Guest Retirement4Life, July 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 24, 2008

45. Profit Sharing Plan to Roth IRA

    By Guest cashmere, July 24, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 24, 2008

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

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

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

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

48. Tax Deduction Issue for PS Plans

    By Guest DNH, July 10, 2008
    • 7 replies
    • 6.5k views
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    • BeckyMiller
    • July 19, 2008

49. Participant Loan

    By Guest DNH, July 16, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 17, 2008

50. Mistake of Fact/Return of Excess Contribution

    By J Simmons, July 16, 2008
    • 4 replies
    • 3.4k views
    • 
    • J Simmons
    • July 16, 2008