Retirement Plans in General

5,772 topics in this forum

1. Valuation for a balance forward plan

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

2. EGTRRA Remedial Amendment Period

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

3. Purchase of Foreign Company

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

4. Unrealized receivable for partner - plan pay?

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

5. Trustee Directed DC Plan Statements

   By zimbo, April 9, 2008
   • 0 replies
   • 1.3k views
   • 
   • zimbo
   • April 9, 2008

6. highly compensated determination

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

7. Timing of deduction

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

8. 415 and aggregation with 403(b)

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

9. Benefit Valuation

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

10. 3401(a) exlcude sales commissions?

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

11. New Form 5307 (3/08)

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

12. Key Employee Questions

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

13. State needs to receive 5500?

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

14. 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
    • 946 views
    • 
    • Jim Chad
    • March 29, 2008

15. What happens if you do not timely amend?

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

16. Bank of America serving as a plan sponsor

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

17. Per Stirpes

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

18. QDROs

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

19. 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
    • 
    • Mike Preston
    • March 23, 2008

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

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

21. sole prop incorporates

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

22. Brother-Sister Controlled Group Question

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

23. Controlled Group- spousal

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

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

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

25. must a plan meet qualification requirements every year?

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

26. Deductions From Pay For Employer Contribution

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

27. Annual Additions and dual Employment

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

28. When Does This Become A Prohibited Transaction?

    By mming, March 6, 2008
    • 2 replies
    • 2.1k views
    • 
    • Jim Norman
    • March 6, 2008

29. Top Heavy Defined Contribution PLan

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

30. Insurance death benefit

    By AlbanyConsultant, March 4, 2008
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • March 4, 2008

31. Reallocation of forfeitures in QACA auto enroll plan

    By Guest Akkula, March 1, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 3, 2008

32. K-1 Self Employment Earnings

    By Penman2006, February 27, 2008
    • 4 replies
    • 3.4k views
    • 
    • Penman2006
    • February 28, 2008

33. 415 amounts calculated incorrectly

    By Guest Lisak, February 26, 2008
    • 0 replies
    • 800 views
    • 
    • Guest
    • February 26, 2008

34. Can a Prepaid PSP cont be deducted when deposited?

    By Moe Howard, February 26, 2008
    • 14 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 26, 2008

35. Employer holding on to my 401k

    By Guest dillybar, February 25, 2008
    • 17 replies
    • 12.4k views
    • 
    • J Simmons
    • June 24, 2008

36. IRS Audit Triggers

    By Young Curmudgeon, February 22, 2008
    • 0 replies
    • 1k views
    • 
    • Young Curmudgeon
    • February 22, 2008

37. Common Ownership

    By Guest rexbanner, February 20, 2008
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • February 25, 2008

38. FAS 157

    By J2D2, February 19, 2008
    • 2 replies
    • 5.2k views
    • 
    • J2D2
    • February 20, 2008

39. Participant Statements

    By Tom Poje, February 19, 2008
    • 4 replies
    • 1k views
    • 
    • Bird
    • February 19, 2008

40. Always get EIN for Plan?

    By Jim Chad, February 15, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • February 15, 2008

41. Online EIN letter requiring IRS Form 945

    By maverick, February 13, 2008
    • 1 reply
    • 3.5k views
    • 
    • Bird
    • February 13, 2008

42. Amending MPP for increased contribution after close of PY

    By Guest Rocky, February 12, 2008
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • February 12, 2008

43. former key due to EGTRRA changes

    By R. Butler, February 7, 2008
    • 0 replies
    • 1.1k views
    • 
    • R. Butler
    • February 7, 2008

44. Nonunion work for union employees

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

45. Family member mortgage

    By ombskid, February 4, 2008
    • 2 replies
    • 1.1k views
    • 
    • ombskid
    • February 5, 2008

46. Controlled Group

    By Blinky the 3-eyed Fish, February 4, 2008
    • 3 replies
    • 1.1k views
    • 
    • Calavera
    • February 5, 2008

47. Money Purchase Funding Waiver

    By Guest rulesrulesrules, January 30, 2008
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 31, 2008

48. Deposit of Employer Contribution

    By Below Ground, January 30, 2008
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • January 31, 2008

49. Former Client adopted plan and left

    By John Feldt ERPA CPC QPA, January 28, 2008
    • 4 replies
    • 988 views
    • 
    • david rigby
    • January 29, 2008

50. vesting in short year

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