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Retirement Plans in General

5,781 topics in this forum

  1. Employee Embezzlement

    By Guest Jack19,
    • 1 reply
    • 1.4k views

  2. father and childern ownership

    By abanky,
    • 9 replies
    • 2.2k views

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

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

  4. Former employees and top-heavy tests

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

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

    By Guest Enda80,
    • 8 replies
    • 2.7k views

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

    By Guest Enda80,
    • 1 reply
    • 920 views

  7. Self-Correction Program

    By Guest Enda80,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  8. "Earned Income" of a Partner

    By J Simmons,
    • 4 replies
    • 1.8k views

  9. Form 5330

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

  10. Death benefits - protected?

    By Guest Sieve,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  11. Prof. Services Corp and Control Group Issues

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

  12. Allocation based on participant's classification?

    By Guest Enda80,
    • 1 reply
    • 996 views

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

    By Guest Enda80,
    • 1 reply
    • 926 views

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

    By Guest Enda80,
    • 4 replies
    • 1.7k 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
    • 884 views

  16. Friday the 13th style question

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

  17. Integrated PS

    By Monica Barnard,
    • 3 replies
    • 1.4k views

  18. Compensation from partnership

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

  19. Davis Bacon Plans

    By PMC,
    • 2 replies
    • 1.6k views

  20. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80,
    • 1 reply
    • 1.1k views

  21. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80,
    • 3 replies
    • 1.7k views

  22. mortality table amendment necessary?

    By jlea,
    • 2 replies
    • 1.9k 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 for a closed db pension plan - several questions

    By Guest GaryGaryGary,
    • 3 replies
    • 2.1k views

  25. Recommended magazines about retirement plans

    By Guest Enda80,
    • 6 replies
    • 1.3k views

  26. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 1.7k views

  27. How do franchises affect retirement plan coverage issues?

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  28. Instituting Employee Contribution to plans

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

  29. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo,
    • 5 replies
    • 2.8k views

  30. 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

  31. Coverage Testing - Three Year Testing Cycle

    By buckaroo,
    • 3 replies
    • 1.9k views

  32. Converting money purchase plan to 401(k)

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

  33. 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

  34. Prohibited Transaction Exemption

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

  35. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.5k views

  36. Relius Government Forms 5500 SP2

    By Guest Robin.Wolf,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  37. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 1.5k views

  38. 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

  39. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

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

  40. 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

  41. Canadian income US schedule C, Pension?

    By SheilaD,
    • 0 replies
    • 1.1k views

  42. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  43. Removal of in-service provision

    By Guest amybu99,
    • 5 replies
    • 1.3k views
    • Guest
    • Guest

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

    By RayJJohnsonJr,
    • 1 reply
    • 931 views

  45. The purchased company's plan and coverage

    By AlbanyConsultant,
    • 1 reply
    • 979 views

  46. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV,
    • 11 replies
    • 6.5k views

  47. Beneficiary Designation

    By Dougsbpc,
    • 3 replies
    • 1.2k views

  48. How do you calculate interest for a 5330?

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

  49. Multiple Employer Plan

    By JAY21,
    • 0 replies
    • 1.3k views

  50. 100% of employees are "leased employees"

    By Dennis Povloski,
    • 1 reply
    • 1.1k views
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