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Retirement Plans in General

5,811 topics in this forum

  1. Affilied Service Group question

    By Lou S.,
    • 4 replies
    • 1.3k views

  2. Controlled Group Question

    By Lou S.,
    • 4 replies
    • 1.5k views

  3. Employer doesn't make required contributions

    By Guest Sieve,
    • 9 replies
    • 2.4k views

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

    By Guest 410b,
    • 2 replies
    • 1.1k views

  5. History of Pension Legislation

    By SMB,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  6. "Earned Income" of a Partner

    By J Simmons,
    • 4 replies
    • 1.8k views

  7. Self-Correction Program

    By Guest Enda80,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  8. 415 limit default

    By Tom Poje,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  9. Former employees and top-heavy tests

    By Guest Enda80,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 952 views

  11. Employee Embezzlement

    By Guest Jack19,
    • 1 reply
    • 1.4k views

  12. Form 5330

    By Guest pension gofer,
    • 1 reply
    • 1.3k views

  13. father and childern ownership

    By abanky,
    • 9 replies
    • 2.3k views

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

    By Guest Enda80,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  15. Compensation from partnership

    By ombskid,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 4 replies
    • 1.8k views

  17. Death benefits - protected?

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

  18. Prof. Services Corp and Control Group Issues

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

  19. Employer holding on to my 401k

    By Guest dillybar,
    • 17 replies
    • 12.5k views

  20. Integrated PS

    By Monica Barnard,
    • 3 replies
    • 1.5k views

  21. Allocation based on participant's classification?

    By Guest Enda80,
    • 1 reply
    • 1k views

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

    By Guest Enda80,
    • 1 reply
    • 959 views

  23. 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
    • 913 views

  24. Friday the 13th style question

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

  25. mortality table amendment necessary?

    By jlea,
    • 2 replies
    • 1.9k views

  26. Davis Bacon Plans

    By PMC,
    • 2 replies
    • 1.7k views

  27. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80,
    • 1 reply
    • 1.1k views

  28. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80,
    • 3 replies
    • 1.7k views

  29. Recommended magazines about retirement plans

    By Guest Enda80,
    • 6 replies
    • 1.4k views

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

    By Guest GaryGaryGary,
    • 3 replies
    • 2.1k views

  31. 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

  32. Coverage Testing - Three Year Testing Cycle

    By buckaroo,
    • 3 replies
    • 2k views

  33. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 1.8k views

  34. Instituting Employee Contribution to plans

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

  35. How do franchises affect retirement plan coverage issues?

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  36. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo,
    • 5 replies
    • 2.9k views

  37. 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

  38. Converting money purchase plan to 401(k)

    By Guest JD698,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  40. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  41. Relius Government Forms 5500 SP2

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

  42. Prohibited Transaction Exemption

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

  43. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser,
    • 8 replies
    • 2k views

  44. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 1.6k views

  45. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.6k views

  46. 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

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

    By Guest Enda80,
    • 1 reply
    • 1.7k views

  48. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

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

  49. New Form 5307 (3/08)

    By J Simmons,
    • 2 replies
    • 1.2k views

  50. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV,
    • 11 replies
    • 6.7k views
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