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Retirement Plans in General

5,753 topics in this forum

  1. Former employees and top-heavy tests

    By Guest Enda80,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 905 views

  3. Employee Embezzlement

    By Guest Jack19,
    • 1 reply
    • 1.4k views

  4. Form 5330

    By Guest pension gofer,
    • 1 reply
    • 1.3k views

  5. father and childern ownership

    By abanky,
    • 9 replies
    • 2.2k views

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

    By Guest Enda80,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

  7. Compensation from partnership

    By ombskid,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 4 replies
    • 1.7k views

  9. Death benefits - protected?

    By Guest Sieve,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  10. Prof. Services Corp and Control Group Issues

    By Guest Ellie,
    • 3 replies
    • 3.1k views
    • Guest
    • Guest

  11. Employer holding on to my 401k

    By Guest dillybar,
    • 17 replies
    • 12.4k views

  12. Integrated PS

    By Monica Barnard,
    • 3 replies
    • 1.4k views

  13. Allocation based on participant's classification?

    By Guest Enda80,
    • 1 reply
    • 978 views

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

    By Guest Enda80,
    • 1 reply
    • 910 views

  15. 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,
    • 1 reply
    • 866 views

  16. Friday the 13th style question

    By Tom Poje,
    • 6 replies
    • 1.3k views
    • Guest
    • Guest

  17. mortality table amendment necessary?

    By jlea,
    • 2 replies
    • 1.8k views

  18. Davis Bacon Plans

    By PMC,
    • 2 replies
    • 1.6k views

  19. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80,
    • 1 reply
    • 1k views

  20. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80,
    • 3 replies
    • 1.7k views

  21. Recommended magazines about retirement plans

    By Guest Enda80,
    • 6 replies
    • 1.3k views

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

    By Guest GaryGaryGary,
    • 3 replies
    • 2.1k views

  23. 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,
    • 3 replies
    • 1.5k views

  24. Coverage Testing - Three Year Testing Cycle

    By buckaroo,
    • 3 replies
    • 1.9k views

  25. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 1.7k views

  26. Instituting Employee Contribution to plans

    By Guest Benefits Newbie,
    • 6 replies
    • 2.2k views

  27. How do franchises affect retirement plan coverage issues?

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  28. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo,
    • 5 replies
    • 2.7k views

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

    By Guest Enda80,
    • 1 reply
    • 1k views

  30. Converting money purchase plan to 401(k)

    By Guest JD698,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 1.1k views

  32. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  33. Relius Government Forms 5500 SP2

    By Guest Robin.Wolf,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  34. Prohibited Transaction Exemption

    By Guest jim williams,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  35. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser,
    • 8 replies
    • 1.9k views

  36. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 1.5k views

  37. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.5k views

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

    By Guest Enda80,
    • 2 replies
    • 1.8k views

  39. If a retirement plan only has the owner as a participant, does the plan need a fidelity bond?

    By Guest Enda80,
    • 1 reply
    • 1.6k views

  40. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

    By Guest Enda80,
    • 0 replies
    • 878 views
    • Guest
    • Guest

  41. New Form 5307 (3/08)

    By J Simmons,
    • 2 replies
    • 1.1k views

  42. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV,
    • 11 replies
    • 6.4k views

  43. Removal of in-service provision

    By Guest amybu99,
    • 5 replies
    • 1.2k views
    • Guest
    • Guest

  44. Canadian income US schedule C, Pension?

    By SheilaD,
    • 0 replies
    • 1.1k views

  45. Prohibited Transaction

    By Randy Watson,
    • 12 replies
    • 1.9k views

  46. Can my client take 1 RMD even though he has an IRA and a DB Plan?

    By RayJJohnsonJr,
    • 1 reply
    • 916 views

  47. The purchased company's plan and coverage

    By AlbanyConsultant,
    • 1 reply
    • 960 views

  48. 100% of employees are "leased employees"

    By Dennis Povloski,
    • 1 reply
    • 1.1k views

  49. How do you calculate interest for a 5330?

    By Guest Enda80,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  50. Beneficiary Designation

    By Dougsbpc,
    • 3 replies
    • 1.2k views
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