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Retirement Plans in General

5,791 topics in this forum

  1. Allocation based on participant's classification?

    By Guest Enda80,
    • 1 reply
    • 1k views

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

    By Guest Enda80,
    • 1 reply
    • 929 views

  3. 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
    • 889 views

  4. Friday the 13th style question

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

  5. mortality table amendment necessary?

    By jlea,
    • 2 replies
    • 1.9k views

  6. Davis Bacon Plans

    By PMC,
    • 2 replies
    • 1.6k views

  7. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80,
    • 1 reply
    • 1.1k views

  8. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80,
    • 3 replies
    • 1.7k views

  9. Recommended magazines about retirement plans

    By Guest Enda80,
    • 6 replies
    • 1.3k views

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

    By Guest GaryGaryGary,
    • 3 replies
    • 2.1k views

  11. 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

  12. Coverage Testing - Three Year Testing Cycle

    By buckaroo,
    • 3 replies
    • 1.9k views

  13. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 1.7k views

  14. Instituting Employee Contribution to plans

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

  15. How do franchises affect retirement plan coverage issues?

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  16. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo,
    • 5 replies
    • 2.8k views

  17. 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

  18. Converting money purchase plan to 401(k)

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

  19. 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

  20. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  21. Relius Government Forms 5500 SP2

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

  22. Prohibited Transaction Exemption

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

  23. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser,
    • 8 replies
    • 2k views

  24. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 1.5k views

  25. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.6k views

  26. 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

  27. 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

  28. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

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

  29. New Form 5307 (3/08)

    By J Simmons,
    • 2 replies
    • 1.1k views

  30. 401a vs. WV TRS(teacher retirement system)

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

  31. Removal of in-service provision

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

  32. Canadian income US schedule C, Pension?

    By SheilaD,
    • 0 replies
    • 1.1k views

  33. Prohibited Transaction

    By Randy Watson,
    • 12 replies
    • 1.9k views

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

    By RayJJohnsonJr,
    • 1 reply
    • 934 views

  35. The purchased company's plan and coverage

    By AlbanyConsultant,
    • 1 reply
    • 984 views

  36. 100% of employees are "leased employees"

    By Dennis Povloski,
    • 1 reply
    • 1.1k views

  37. How do you calculate interest for a 5330?

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

  38. Beneficiary Designation

    By Dougsbpc,
    • 3 replies
    • 1.2k views

  39. Class Action Settlement

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

  40. Multiple Employer Plan

    By JAY21,
    • 0 replies
    • 1.3k views

  41. Contributions deposited and not allocated

    By Guest mmc,
    • 4 replies
    • 1.4k views

  42. Sole Proprietor Compensation

    By PensionPro,
    • 1 reply
    • 1.6k views

  43. Work Release Inmates Eligible to participate

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

  44. Can a trust be the sponsor of a plan

    By Guest PaulL,
    • 1 reply
    • 1.2k views

  45. Updated Section 402(f) Notice

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

  46. independent CPA audit

    By k man,
    • 6 replies
    • 1.4k views

  47. Valuation for a balance forward plan

    By Guest EPS2,
    • 5 replies
    • 2.3k views

  48. EGTRRA Remedial Amendment Period

    By J Simmons,
    • 1 reply
    • 2k views

  49. Unrealized receivable for partner - plan pay?

    By AKconsult,
    • 2 replies
    • 1.5k views

  50. Purchase of Foreign Company

    By buckaroo,
    • 0 replies
    • 886 views
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