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Retirement Plans in General

5,772 topics in this forum

  1. Death benefits - protected?

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

  2. Prof. Services Corp and Control Group Issues

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

  3. Allocation based on participant's classification?

    By Guest Enda80,
    • 1 reply
    • 991 views

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

    By Guest Enda80,
    • 1 reply
    • 922 views

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

    By Guest Enda80,
    • 4 replies
    • 1.7k views

  6. 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
    • 880 views

  7. Friday the 13th style question

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

  8. Integrated PS

    By Monica Barnard,
    • 3 replies
    • 1.4k views

  9. Compensation from partnership

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

  10. Davis Bacon Plans

    By PMC,
    • 2 replies
    • 1.6k views

  11. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80,
    • 1 reply
    • 1k views

  12. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80,
    • 3 replies
    • 1.7k views

  13. mortality table amendment necessary?

    By jlea,
    • 2 replies
    • 1.9k views

  14. 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

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

    By Guest GaryGaryGary,
    • 3 replies
    • 2.1k views

  16. Recommended magazines about retirement plans

    By Guest Enda80,
    • 6 replies
    • 1.3k views

  17. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 1.7k views

  18. How do franchises affect retirement plan coverage issues?

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  19. Instituting Employee Contribution to plans

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

  20. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo,
    • 5 replies
    • 2.7k views

  21. 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

  22. Coverage Testing - Three Year Testing Cycle

    By buckaroo,
    • 3 replies
    • 1.9k views

  23. Converting money purchase plan to 401(k)

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

  24. 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

  25. Prohibited Transaction Exemption

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

  26. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.5k views

  27. Relius Government Forms 5500 SP2

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

  28. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 1.5k views

  29. 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

  30. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

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

  31. 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

  32. Canadian income US schedule C, Pension?

    By SheilaD,
    • 0 replies
    • 1.1k views

  33. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  34. Removal of in-service provision

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

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

    By RayJJohnsonJr,
    • 1 reply
    • 926 views

  36. The purchased company's plan and coverage

    By AlbanyConsultant,
    • 1 reply
    • 975 views

  37. 401a vs. WV TRS(teacher retirement system)

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

  38. Beneficiary Designation

    By Dougsbpc,
    • 3 replies
    • 1.2k views

  39. How do you calculate interest for a 5330?

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

  40. Multiple Employer Plan

    By JAY21,
    • 0 replies
    • 1.3k views

  41. 100% of employees are "leased employees"

    By Dennis Povloski,
    • 1 reply
    • 1.1k views

  42. Class Action Settlement

    By Guest NPS Darren,
    • 3 replies
    • 1.8k views

  43. Contributions deposited and not allocated

    By Guest mmc,
    • 4 replies
    • 1.4k views

  44. Work Release Inmates Eligible to participate

    By Guest Boots,
    • 3 replies
    • 3.3k views
    • Guest
    • Guest

  45. Sole Proprietor Compensation

    By PensionPro,
    • 1 reply
    • 1.6k views

  46. Can a trust be the sponsor of a plan

    By Guest PaulL,
    • 1 reply
    • 1.2k views

  47. Updated Section 402(f) Notice

    By Guest Dave Peckham,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  48. Prohibited Transaction

    By Randy Watson,
    • 12 replies
    • 1.9k views

  49. Merging money purchase plans into 401(k) or profit-sharing plans

    By Guest Enda80,
    • 3 replies
    • 6.3k views

  50. independent CPA audit

    By k man,
    • 6 replies
    • 1.4k views
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