Retirement Plans in General

5,765 topics in this forum

1. When Does This Become A Prohibited Transaction?

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

2. Insurance death benefit

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

3. Reallocation of forfeitures in QACA auto enroll plan

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

4. K-1 Self Employment Earnings

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

5. 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

6. 415 amounts calculated incorrectly

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

7. Common Ownership

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

8. IRS Audit Triggers

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

9. FAS 157

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

10. Participant Statements

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

11. Always get EIN for Plan?

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

12. Online EIN letter requiring IRS Form 945

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

13. Amending MPP for increased contribution after close of PY

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

14. former key due to EGTRRA changes

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

15. Family member mortgage

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

16. Controlled Group

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

17. Money Purchase Funding Waiver

    By Guest rulesrulesrules, January 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 31, 2008

18. Deposit of Employer Contribution

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

19. Former Client adopted plan and left

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

20. Controlled Group Determination

    By Below Ground, January 21, 2008
    • 6 replies
    • 2k views
    • 
    • Below Ground
    • January 25, 2008

21. Employee would like no 401(k) taken from overtime check only

    By betheeg, January 23, 2008
    • 17 replies
    • 2.8k views
    • 
    • masteff
    • January 24, 2008

22. Last Day Rule

    By DP, January 9, 2008
    • 4 replies
    • 1.7k views
    • 
    • Young Curmudgeon
    • January 24, 2008

23. Salary continuation

    By Santo Gold, January 23, 2008
    • 1 reply
    • 1.9k views
    • 
    • QDROphile
    • January 23, 2008

24. controlled group

    By Tom Poje, January 11, 2008
    • 7 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 22, 2008

25. Form 940 and W-2

    By Monica Barnard, January 21, 2008
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • January 21, 2008

26. IRC 4972 Mess-ups; accrued salaries to the rescue in some cases, perhaps

    By Guest Enda80, January 20, 2008
    • 1 reply
    • 3.1k views
    • 
    • Mike Preston
    • January 20, 2008

27. Surety bonds question; who has to get covered?

    By Guest Enda80, January 14, 2008
    • 3 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 20, 2008

28. New 5329 allows request for waiver of underdistribution penalty

    By jevd, January 16, 2008
    • 0 replies
    • 1.3k views
    • 
    • jevd
    • January 16, 2008

29. Contribution Recovery

    By Guest confused, January 10, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 10, 2008

30. Bankruptcy and plan loans

    By katieinny, January 3, 2008
    • 4 replies
    • 1.1k views
    • 
    • katieinny
    • January 9, 2008

31. Early Retirement Window in 401(k) Plan

    By Guest Bearlee, January 3, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 3, 2008

32. Plan Document availability

    By Guest wlank, December 22, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 30, 2007

33. Employee Theft

    By pmacduff, October 31, 2007
    • 20 replies
    • 9.7k views
    • 
    • Guest
    • December 28, 2007

34. PEO Spinoff

    By Archimage, December 20, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 20, 2007

35. Merging Plans

    By Guest scottcal, May 24, 2007
    • 6 replies
    • 3.2k views
    • 
    • Earl
    • December 20, 2007

36. Limitation Year For DB/DC Combo

    By mming, December 19, 2007
    • 0 replies
    • 1.6k views
    • 
    • mming
    • December 19, 2007

37. Coverage Requirements

    By Guest wlank, December 6, 2007
    • 3 replies
    • 1.2k views
    • 
    • Jim Chad
    • December 6, 2007

38. Top Heavy Ratio and rounding

    By buckaroo, November 27, 2007
    • 10 replies
    • 2.7k views
    • 
    • Mike Preston
    • December 1, 2007

39. Affiliated Service Group (ASG) Rules

    By ALBailey, November 20, 2007
    • 1 reply
    • 1.5k views
    • 
    • buckaroo
    • November 30, 2007

40. Puerto Rico Plan Reference Book

    By buckaroo, November 30, 2007
    • 0 replies
    • 1.5k views
    • 
    • buckaroo
    • November 30, 2007

41. terminating a PS plan to start a 401k

    By Santo Gold, November 21, 2007
    • 8 replies
    • 1.3k views
    • 
    • Santo Gold
    • November 28, 2007

42. Two Plans

    By Guest Packer, October 30, 2007
    • 5 replies
    • 2k views
    • 
    • mwyatt
    • November 20, 2007

43. Is there a spouse?

    By Belgarath, November 19, 2007
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • November 19, 2007

44. Discontinue a RMD

    By Fisher, November 14, 2007
    • 0 replies
    • 1k views
    • 
    • Fisher
    • November 14, 2007

45. Order of Withholding

    By Randy Watson, November 2, 2007
    • 2 replies
    • 1.1k views
    • 
    • Randy Watson
    • November 2, 2007

46. Year of service

    By Guest mparker2028, December 12, 2005
    • 24 replies
    • 5.6k views
    • 
    • Dougsbpc
    • November 1, 2007

47. MPP and 204(h) Notice

    By Guest Retirement4Life, November 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • November 1, 2007

48. Comparability Plan Formula

    By Guest laurasbay, October 30, 2007
    • 1 reply
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • October 30, 2007

49. Multiple Employer deduction allocation?

    By Guest Shrek'sconfused, October 29, 2007
    • 6 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 29, 2007

50. Controlled Group - What's the plan income?

    By Guest Shrek'sconfused, October 29, 2007
    • 0 replies
    • 830 views
    • 
    • Guest
    • October 29, 2007