Retirement Plans in General

5,772 topics in this forum

1. Commingle Assets

   By Guest pensionactuary, May 14, 2008
   • 1 reply
   • 2.1k views
   • 
   • Jim Chad
   • May 23, 2008

2. Relius Government Forms 5500 SP2

   By Guest Robin.Wolf, May 19, 2008
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • May 22, 2008

3. Prohibited Transaction Exemption

   By Guest jim williams, May 22, 2008
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • May 22, 2008

4. COLA and Rollover Chart for 2007 and 2008

   By Gary Lesser, November 12, 2007
   • 8 replies
   • 2k views
   • 
   • GMK
   • May 21, 2008

5. Calculating required minimum distribution

   By Guest Enda80, May 17, 2008
   • 7 replies
   • 1.5k views
   • 
   • Tom Poje
   • May 20, 2008

6. Money Purchase Plan Termination and Distribution

   By Guest benefitstudent, May 19, 2008
   • 3 replies
   • 1.5k views
   • 
   • Bird
   • May 19, 2008

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

   By Guest Enda80, May 15, 2008
   • 2 replies
   • 1.8k views
   • 
   • Tom Poje
   • May 16, 2008

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

   By Guest Enda80, May 15, 2008
   • 1 reply
   • 1.6k views
   • 
   • J Simmons
   • May 16, 2008

9. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

   By Guest Enda80, May 15, 2008
   • 0 replies
   • 886 views
   • 
   • Guest
   • May 15, 2008

10. New Form 5307 (3/08)

    By J Simmons, April 5, 2008
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • May 15, 2008

11. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV, May 7, 2008
    • 11 replies
    • 6.5k views
    • 
    • Steelerfan
    • May 15, 2008

12. Removal of in-service provision

    By Guest amybu99, May 14, 2008
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • May 14, 2008

13. Canadian income US schedule C, Pension?

    By SheilaD, May 14, 2008
    • 0 replies
    • 1.1k views
    • 
    • SheilaD
    • May 14, 2008

14. Prohibited Transaction

    By Randy Watson, April 22, 2008
    • 12 replies
    • 1.9k views
    • 
    • Belgarath
    • May 13, 2008

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

    By RayJJohnsonJr, May 13, 2008
    • 1 reply
    • 926 views
    • 
    • Appleby
    • May 13, 2008

16. The purchased company's plan and coverage

    By AlbanyConsultant, May 9, 2008
    • 1 reply
    • 971 views
    • 
    • Mike Preston
    • May 9, 2008

17. 100% of employees are "leased employees"

    By Dennis Povloski, April 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 8, 2008

18. How do you calculate interest for a 5330?

    By Guest Enda80, May 1, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 1, 2008

19. Beneficiary Designation

    By Dougsbpc, May 1, 2008
    • 3 replies
    • 1.2k views
    • 
    • Dougsbpc
    • May 1, 2008

20. Class Action Settlement

    By Guest NPS Darren, April 29, 2008
    • 3 replies
    • 1.8k views
    • 
    • PLAN MAN
    • April 30, 2008

21. Multiple Employer Plan

    By JAY21, April 29, 2008
    • 0 replies
    • 1.3k views
    • 
    • JAY21
    • April 29, 2008

22. Contributions deposited and not allocated

    By Guest mmc, April 28, 2008
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • April 29, 2008

23. Sole Proprietor Compensation

    By PensionPro, April 25, 2008
    • 1 reply
    • 1.6k views
    • 
    • mming
    • April 26, 2008

24. Work Release Inmates Eligible to participate

    By Guest Boots, April 25, 2008
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • April 25, 2008

25. Can a trust be the sponsor of a plan

    By Guest PaulL, April 23, 2008
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • April 23, 2008

26. Updated Section 402(f) Notice

    By Guest Dave Peckham, April 23, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 23, 2008

27. independent CPA audit

    By k man, April 18, 2008
    • 6 replies
    • 1.4k views
    • 
    • masteff
    • April 22, 2008

28. Valuation for a balance forward plan

    By Guest EPS2, April 17, 2008
    • 5 replies
    • 2.3k views
    • 
    • PLAN MAN
    • April 18, 2008

29. EGTRRA Remedial Amendment Period

    By J Simmons, April 17, 2008
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • April 17, 2008

30. Unrealized receivable for partner - plan pay?

    By AKconsult, April 9, 2008
    • 2 replies
    • 1.5k views
    • 
    • BeckyMiller
    • April 15, 2008

31. Purchase of Foreign Company

    By buckaroo, April 14, 2008
    • 0 replies
    • 875 views
    • 
    • buckaroo
    • April 14, 2008

32. Timing of deduction

    By ombskid, April 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • masteff
    • April 9, 2008

33. highly compensated determination

    By Guest lip, April 9, 2008
    • 1 reply
    • 994 views
    • 
    • Mike Preston
    • April 9, 2008

34. Trustee Directed DC Plan Statements

    By zimbo, April 9, 2008
    • 0 replies
    • 1.3k views
    • 
    • zimbo
    • April 9, 2008

35. Benefit Valuation

    By Guest papillon, April 8, 2008
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • April 9, 2008

36. 415 and aggregation with 403(b)

    By Belgarath, April 8, 2008
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • April 8, 2008

37. 3401(a) exlcude sales commissions?

    By Guest Enda80, April 6, 2008
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 7, 2008

38. Key Employee Questions

    By buckaroo, April 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • April 5, 2008

39. State needs to receive 5500?

    By Dennis Povloski, April 3, 2008
    • 2 replies
    • 920 views
    • 
    • Dennis Povloski
    • April 3, 2008

40. Brother-Sister Controlled Group

    By Guest Enda80, January 20, 2008
    • 3 replies
    • 3.9k views
    • 
    • Jim Chad
    • April 3, 2008

41. Per Stirpes

    By Guest Enda80, March 27, 2008
    • 23 replies
    • 6.6k views
    • 
    • GMK
    • April 1, 2008

42. What happens if you do not timely amend?

    By Guest Enda80, March 29, 2008
    • 1 reply
    • 855 views
    • 
    • Everett Moreland
    • March 29, 2008

43. If someone has both a profit-sharing plan and a money purchase plan, how do the limits on contributions and deductions apply?

    By Guest Enda80, March 29, 2008
    • 1 reply
    • 945 views
    • 
    • Jim Chad
    • March 29, 2008

44. Bank of America serving as a plan sponsor

    By Guest Enda80, March 29, 2008
    • 0 replies
    • 781 views
    • 
    • Guest
    • March 29, 2008

45. QDROs

    By Guest Enda80, March 27, 2008
    • 3 replies
    • 1k views
    • 
    • oriecat
    • March 27, 2008

46. Top heavy balance question, what do you include?

    By Guest Enda80, March 22, 2008
    • 12 replies
    • 3.9k views
    • 
    • Mike Preston
    • March 27, 2008

47. Are aftertax contribs. allowed & what is the authority?

    By Guest Gloria Goldberg, March 18, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2008

48. sole prop incorporates

    By betheeg, March 22, 2008
    • 4 replies
    • 1.2k views
    • 
    • betheeg
    • March 24, 2008

49. Top-paid group election question; it does not overrule the ownership or more than 5% of a company, correct?

    By Guest Enda80, March 23, 2008
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 23, 2008

50. Controlled Group- spousal

    By Guest jim williams, March 19, 2008
    • 4 replies
    • 1.7k views
    • 
    • J Simmons
    • March 20, 2008