Retirement Plans in General

5,817 topics in this forum

1. Beneficiary Designation

   By Guest Retirement4Life, July 24, 2008
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • July 24, 2008

2. Profit Sharing Plan to Roth IRA

   By Guest cashmere, July 24, 2008
   • 0 replies
   • 1.1k views
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   • Guest
   • July 24, 2008

3. Reimbursement of legal fees related to real estate note transactions

   By Guest tschotland, July 24, 2008
   • 0 replies
   • 844 views
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   • Guest
   • July 24, 2008

4. What is the correct board for questions on profit sharing plans?

   By Guest tschotland, July 23, 2008
   • 2 replies
   • 934 views
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   • Guest
   • July 24, 2008

5. Tax Deduction Issue for PS Plans

   By Guest DNH, July 10, 2008
   • 7 replies
   • 6.5k views
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   • BeckyMiller
   • July 19, 2008

6. Participant Loan

   By Guest DNH, July 16, 2008
   • 4 replies
   • 2.1k views
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   • Guest
   • July 17, 2008

7. Mistake of Fact/Return of Excess Contribution

   By J Simmons, July 16, 2008
   • 4 replies
   • 3.4k views
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   • J Simmons
   • July 16, 2008

8. Affilied Service Group question

   By Lou S., July 15, 2008
   • 4 replies
   • 1.4k views
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   • Lou S.
   • July 16, 2008

9. Controlled Group Question

   By Lou S., July 11, 2008
   • 4 replies
   • 1.6k views
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   • Lou S.
   • July 15, 2008

10. Employer doesn't make required contributions

    By Guest Sieve, July 11, 2008
    • 9 replies
    • 2.5k views
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    • Don Levit
    • July 14, 2008

11. In relation to pension information, what is "the blue book"

    By Guest 410b, July 13, 2008
    • 2 replies
    • 1.1k views
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    • Calavera
    • July 13, 2008

12. History of Pension Legislation

    By SMB, July 10, 2008
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • July 11, 2008

13. "Earned Income" of a Partner

    By J Simmons, July 4, 2008
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • July 10, 2008

14. Self-Correction Program

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 10, 2008

15. 415 limit default

    By Tom Poje, July 8, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 8, 2008

16. Former employees and top-heavy tests

    By Guest Enda80, July 5, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 7, 2008

17. Closing agreement, when must you pursue this as opposed

    By Guest Enda80, July 5, 2008
    • 1 reply
    • 968 views
    • 
    • Blinky the 3-eyed Fish
    • July 7, 2008

18. Employee Embezzlement

    By Guest Jack19, July 7, 2008
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • July 7, 2008

19. Form 5330

    By Guest pension gofer, July 3, 2008
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • July 7, 2008

20. father and childern ownership

    By abanky, July 7, 2008
    • 9 replies
    • 2.3k views
    • 
    • abanky
    • July 7, 2008

21. Top-Heavy Minimums, how does that affect allocations calculations?

    By Guest Enda80, July 5, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 6, 2008

22. Compensation from partnership

    By ombskid, June 11, 2008
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 1, 2008

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

    By Guest Enda80, June 18, 2008
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • July 1, 2008

24. Death benefits - protected?

    By Guest Sieve, June 28, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 28, 2008

25. Prof. Services Corp and Control Group Issues

    By Guest Ellie, June 24, 2008
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • June 25, 2008

26. Employer holding on to my 401k

    By Guest dillybar, February 25, 2008
    • 17 replies
    • 12.6k views
    • 
    • J Simmons
    • June 24, 2008

27. Integrated PS

    By Monica Barnard, June 12, 2008
    • 3 replies
    • 1.5k views
    • 
    • Monica Barnard
    • June 24, 2008

28. Allocation based on participant's classification?

    By Guest Enda80, June 22, 2008
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • June 24, 2008

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

    By Guest Enda80, June 18, 2008
    • 1 reply
    • 969 views
    • 
    • J Simmons
    • June 19, 2008

30. 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, June 17, 2008
    • 1 reply
    • 924 views
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    • Tom Poje
    • June 18, 2008

31. Friday the 13th style question

    By Tom Poje, June 13, 2008
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2008

32. mortality table amendment necessary?

    By jlea, June 8, 2008
    • 2 replies
    • 1.9k views
    • 
    • jlea
    • June 13, 2008

33. Davis Bacon Plans

    By PMC, June 11, 2008
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 11, 2008

34. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80, June 10, 2008
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • June 11, 2008

35. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80, June 10, 2008
    • 3 replies
    • 1.7k views
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    • WDIK
    • June 10, 2008

36. Recommended magazines about retirement plans

    By Guest Enda80, June 3, 2008
    • 6 replies
    • 1.4k views
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    • JanetM
    • June 9, 2008

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

    By Guest GaryGaryGary, June 4, 2008
    • 3 replies
    • 2.2k views
    • 
    • ak2ary
    • June 7, 2008

38. 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, June 6, 2008
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • June 6, 2008

39. Coverage Testing - Three Year Testing Cycle

    By buckaroo, May 28, 2008
    • 3 replies
    • 2k views
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    • JanetM
    • June 6, 2008

40. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80, June 3, 2008
    • 7 replies
    • 1.8k views
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    • JanetM
    • June 4, 2008

41. Instituting Employee Contribution to plans

    By Guest Benefits Newbie, May 29, 2008
    • 6 replies
    • 2.3k views
    • 
    • GMK
    • June 3, 2008

42. How do franchises affect retirement plan coverage issues?

    By Guest Enda80, June 2, 2008
    • 2 replies
    • 1.1k views
    • 
    • Lori Friedman
    • June 2, 2008

43. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo, May 29, 2008
    • 5 replies
    • 2.9k views
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    • Tom Poje
    • June 2, 2008

44. Retirement plan's asset/trust statements; what official regulations dictate that the statements must be in the name of the plan?

    By Guest Enda80, May 28, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 28, 2008

45. Converting money purchase plan to 401(k)

    By Guest JD698, May 28, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 28, 2008

46. If the beneficiary is a trust, where do you look for distribution schedule in uniform life table?

    By Guest Enda80, May 27, 2008
    • 1 reply
    • 1.2k views
    • 
    • jevd
    • May 28, 2008

47. Commingle Assets

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

48. Relius Government Forms 5500 SP2

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

49. Prohibited Transaction Exemption

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

50. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 8 replies
    • 2.1k views
    • 
    • GMK
    • May 21, 2008