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Retirement Plans in General

5,796 topics in this forum

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

    By Guest Enda80,
    • 4 replies
    • 1.7k views

  2. Death benefits - protected?

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

  3. Prof. Services Corp and Control Group Issues

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

  4. Employer holding on to my 401k

    By Guest dillybar,
    • 17 replies
    • 12.5k views

  5. Integrated PS

    By Monica Barnard,
    • 3 replies
    • 1.4k views

  6. Allocation based on participant's classification?

    By Guest Enda80,
    • 1 reply
    • 1k views

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

    By Guest Enda80,
    • 1 reply
    • 933 views

  8. 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
    • 891 views

  9. Friday the 13th style question

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

  10. mortality table amendment necessary?

    By jlea,
    • 2 replies
    • 1.9k views

  11. Davis Bacon Plans

    By PMC,
    • 2 replies
    • 1.6k views

  12. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80,
    • 1 reply
    • 1.1k views

  13. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80,
    • 3 replies
    • 1.7k views

  14. Recommended magazines about retirement plans

    By Guest Enda80,
    • 6 replies
    • 1.3k views

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

    By Guest GaryGaryGary,
    • 3 replies
    • 2.1k views

  16. 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

  17. Coverage Testing - Three Year Testing Cycle

    By buckaroo,
    • 3 replies
    • 1.9k views

  18. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 1.8k views

  19. Instituting Employee Contribution to plans

    By Guest Benefits Newbie,
    • 6 replies
    • 2.3k views

  20. How do franchises affect retirement plan coverage issues?

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  21. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo,
    • 5 replies
    • 2.8k views

  22. 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
    • 1.1k 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. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  26. Relius Government Forms 5500 SP2

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

  27. Prohibited Transaction Exemption

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

  28. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser,
    • 8 replies
    • 2k views

  29. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 1.6k views

  30. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.6k views

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

    By Guest Enda80,
    • 2 replies
    • 1.9k views

  32. 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

  33. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

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

  34. New Form 5307 (3/08)

    By J Simmons,
    • 2 replies
    • 1.2k views

  35. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV,
    • 11 replies
    • 6.6k views

  36. Removal of in-service provision

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

  37. Canadian income US schedule C, Pension?

    By SheilaD,
    • 0 replies
    • 1.1k views

  38. Prohibited Transaction

    By Randy Watson,
    • 12 replies
    • 1.9k views

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

    By RayJJohnsonJr,
    • 1 reply
    • 943 views

  40. The purchased company's plan and coverage

    By AlbanyConsultant,
    • 1 reply
    • 992 views

  41. 100% of employees are "leased employees"

    By Dennis Povloski,
    • 1 reply
    • 1.1k views

  42. How do you calculate interest for a 5330?

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

  43. Beneficiary Designation

    By Dougsbpc,
    • 3 replies
    • 1.3k views

  44. Class Action Settlement

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

  45. Multiple Employer Plan

    By JAY21,
    • 0 replies
    • 1.3k views

  46. Contributions deposited and not allocated

    By Guest mmc,
    • 4 replies
    • 1.5k views

  47. Sole Proprietor Compensation

    By PensionPro,
    • 1 reply
    • 1.6k views

  48. Work Release Inmates Eligible to participate

    By Guest Boots,
    • 3 replies
    • 3.4k views
    • Guest
    • Guest

  49. Can a trust be the sponsor of a plan

    By Guest PaulL,
    • 1 reply
    • 1.3k views

  50. Updated Section 402(f) Notice

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