Retirement Plans in General

5,765 topics in this forum

1. 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

2. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

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

3. New Form 5307 (3/08)

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

4. 401a vs. WV TRS(teacher retirement system)

   By Guest Confused in WV, May 7, 2008
   • 11 replies
   • 6.4k views
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   • Steelerfan
   • May 15, 2008

5. Removal of in-service provision

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

6. Canadian income US schedule C, Pension?

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

7. Prohibited Transaction

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

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

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

9. The purchased company's plan and coverage

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

10. 100% of employees are "leased employees"

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

11. How do you calculate interest for a 5330?

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

12. Beneficiary Designation

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

13. Class Action Settlement

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

14. Multiple Employer Plan

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

15. Contributions deposited and not allocated

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

16. Sole Proprietor Compensation

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

17. Work Release Inmates Eligible to participate

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

18. Can a trust be the sponsor of a plan

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

19. Updated Section 402(f) Notice

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

20. independent CPA audit

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

21. Valuation for a balance forward plan

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

22. EGTRRA Remedial Amendment Period

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

23. Unrealized receivable for partner - plan pay?

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

24. Purchase of Foreign Company

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

25. Timing of deduction

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

26. highly compensated determination

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

27. Trustee Directed DC Plan Statements

    By zimbo, April 9, 2008
    • 0 replies
    • 1.2k views
    • 
    • zimbo
    • April 9, 2008

28. Benefit Valuation

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

29. 415 and aggregation with 403(b)

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

30. 3401(a) exlcude sales commissions?

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

31. Key Employee Questions

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

32. State needs to receive 5500?

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

33. Brother-Sister Controlled Group

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

34. Per Stirpes

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

35. What happens if you do not timely amend?

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

36. 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
    • 942 views
    • 
    • Jim Chad
    • March 29, 2008

37. Bank of America serving as a plan sponsor

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

38. QDROs

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

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

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

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

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

41. sole prop incorporates

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

42. 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
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    • Mike Preston
    • March 23, 2008

43. Controlled Group- spousal

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

44. Brother-Sister Controlled Group Question

    By Guest EMM118, March 19, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 19, 2008

45. must a plan meet qualification requirements every year?

    By bamma, March 17, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • March 18, 2008

46. Annual Additions and dual Employment

    By Guest dobsonlaw, March 12, 2008
    • 11 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

47. Nonunion work for union employees

    By Guest rgorman, February 5, 2008
    • 4 replies
    • 2.5k views
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    • PLAN MAN
    • March 13, 2008

48. Deductions From Pay For Employer Contribution

    By Guest CudaLarry, March 12, 2008
    • 1 reply
    • 954 views
    • 
    • jpod
    • March 12, 2008

49. vesting in short year

    By Guest m.n.ouellette, January 28, 2008
    • 11 replies
    • 4k views
    • 
    • mming
    • March 12, 2008

50. Top Heavy Defined Contribution PLan

    By Gary, March 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2008