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Retirement Plans in General

5,781 topics in this forum

  1. 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

  2. Coverage Testing - Three Year Testing Cycle

    By buckaroo,
    • 3 replies
    • 1.9k views

  3. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 1.7k views

  4. Instituting Employee Contribution to plans

    By Guest Benefits Newbie,
    • 6 replies
    • 2.2k views

  5. How do franchises affect retirement plan coverage issues?

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  6. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo,
    • 5 replies
    • 2.8k views

  7. 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

  8. Converting money purchase plan to 401(k)

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

  9. 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

  10. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  11. Relius Government Forms 5500 SP2

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

  12. Prohibited Transaction Exemption

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

  13. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser,
    • 8 replies
    • 2k views

  14. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 1.5k views

  15. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.5k views

  16. 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

  17. 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

  18. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

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

  19. New Form 5307 (3/08)

    By J Simmons,
    • 2 replies
    • 1.1k views

  20. 401a vs. WV TRS(teacher retirement system)

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

  21. Removal of in-service provision

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

  22. Canadian income US schedule C, Pension?

    By SheilaD,
    • 0 replies
    • 1.1k views

  23. Prohibited Transaction

    By Randy Watson,
    • 12 replies
    • 1.9k views

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

    By RayJJohnsonJr,
    • 1 reply
    • 926 views

  25. The purchased company's plan and coverage

    By AlbanyConsultant,
    • 1 reply
    • 977 views

  26. 100% of employees are "leased employees"

    By Dennis Povloski,
    • 1 reply
    • 1.1k views

  27. How do you calculate interest for a 5330?

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

  28. Beneficiary Designation

    By Dougsbpc,
    • 3 replies
    • 1.2k views

  29. Class Action Settlement

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

  30. Multiple Employer Plan

    By JAY21,
    • 0 replies
    • 1.3k views

  31. Contributions deposited and not allocated

    By Guest mmc,
    • 4 replies
    • 1.4k views

  32. Sole Proprietor Compensation

    By PensionPro,
    • 1 reply
    • 1.6k views

  33. Work Release Inmates Eligible to participate

    By Guest Boots,
    • 3 replies
    • 3.3k views
    • Guest
    • Guest

  34. Can a trust be the sponsor of a plan

    By Guest PaulL,
    • 1 reply
    • 1.2k views

  35. Updated Section 402(f) Notice

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

  36. independent CPA audit

    By k man,
    • 6 replies
    • 1.4k views

  37. Valuation for a balance forward plan

    By Guest EPS2,
    • 5 replies
    • 2.3k views

  38. EGTRRA Remedial Amendment Period

    By J Simmons,
    • 1 reply
    • 2k views

  39. Unrealized receivable for partner - plan pay?

    By AKconsult,
    • 2 replies
    • 1.5k views

  40. Purchase of Foreign Company

    By buckaroo,
    • 0 replies
    • 878 views

  41. Timing of deduction

    By ombskid,
    • 7 replies
    • 1.7k views

  42. highly compensated determination

    By Guest lip,
    • 1 reply
    • 997 views

  43. Trustee Directed DC Plan Statements

    By zimbo,
    • 0 replies
    • 1.3k views

  44. Benefit Valuation

    By Guest papillon,
    • 4 replies
    • 2.3k views
    • Guest
    • Guest

  45. 415 and aggregation with 403(b)

    By Belgarath,
    • 5 replies
    • 2.2k views
    • Guest
    • Guest

  46. 3401(a) exlcude sales commissions?

    By Guest Enda80,
    • 2 replies
    • 1.3k views

  47. Key Employee Questions

    By buckaroo,
    • 1 reply
    • 1.2k views

  48. State needs to receive 5500?

    By Dennis Povloski,
    • 2 replies
    • 926 views

  49. Brother-Sister Controlled Group

    By Guest Enda80,
    • 3 replies
    • 3.9k views

  50. Per Stirpes

    By Guest Enda80,
    • 23 replies
    • 6.7k views
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