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Retirement Plans in General

5,850 topics in this forum

  1. Employee Embezzlement

    By Guest Jack19,
    • 1 reply
    • 1.7k views

  2. Form 5330

    By Guest pension gofer,
    • 1 reply
    • 1.6k views

  3. father and childern ownership

    By abanky,
    • 9 replies
    • 2.7k views

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

    By Guest Enda80,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  5. Compensation from partnership

    By ombskid,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 4 replies
    • 2k views

  7. Death benefits - protected?

    By Guest Sieve,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  8. Prof. Services Corp and Control Group Issues

    By Guest Ellie,
    • 3 replies
    • 3.5k views
    • Guest
    • Guest

  9. Employer holding on to my 401k

    By Guest dillybar,
    • 17 replies
    • 13k views

  10. Integrated PS

    By Monica Barnard,
    • 3 replies
    • 1.8k views

  11. Allocation based on participant's classification?

    By Guest Enda80,
    • 1 reply
    • 1.3k views

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

    By Guest Enda80,
    • 1 reply
    • 1.3k views

  13. 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
    • 1.1k views

  14. Friday the 13th style question

    By Tom Poje,
    • 6 replies
    • 1.6k views
    • Guest
    • Guest

  15. mortality table amendment necessary?

    By jlea,
    • 2 replies
    • 2.2k views

  16. Davis Bacon Plans

    By PMC,
    • 2 replies
    • 2k views

  17. 401(M) and ACP test; what do you do if the plan does not pass muster?

    By Guest Enda80,
    • 1 reply
    • 1.3k views

  18. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps?

    By Guest Enda80,
    • 3 replies
    • 2k views

  19. Recommended magazines about retirement plans

    By Guest Enda80,
    • 6 replies
    • 1.8k views

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

    By Guest GaryGaryGary,
    • 3 replies
    • 2.4k views

  21. 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
    • 1.7k views

  22. Coverage Testing - Three Year Testing Cycle

    By buckaroo,
    • 3 replies
    • 2.4k views

  23. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc.

    By Guest Enda80,
    • 7 replies
    • 2.2k views

  24. Instituting Employee Contribution to plans

    By Guest Benefits Newbie,
    • 6 replies
    • 2.6k views

  25. How do franchises affect retirement plan coverage issues?

    By Guest Enda80,
    • 2 replies
    • 1.5k views

  26. Determination of Otherwise Escludable Emplyees (OEEs)

    By buckaroo,
    • 5 replies
    • 3.5k views

  27. 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
    • 1.4k views

  28. Converting money purchase plan to 401(k)

    By Guest JD698,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest Enda80,
    • 1 reply
    • 1.3k views

  30. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.5k views

  31. Relius Government Forms 5500 SP2

    By Guest Robin.Wolf,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  32. Prohibited Transaction Exemption

    By Guest jim williams,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  33. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser,
    • 8 replies
    • 2.4k views

  34. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 2.1k views

  35. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.8k views

  36. Six months for period of service requirement for entry into a retirement plan, must you use elapsed time?

    By Guest Enda80,
    • 2 replies
    • 2.1k views

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

    By Guest Enda80,
    • 1 reply
    • 1.9k views

  38. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

    By Guest Enda80,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  39. New Form 5307 (3/08)

    By J Simmons,
    • 2 replies
    • 1.5k views

  40. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV,
    • 11 replies
    • 7.2k views

  41. Removal of in-service provision

    By Guest amybu99,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  42. Canadian income US schedule C, Pension?

    By SheilaD,
    • 0 replies
    • 1.5k views

  43. Prohibited Transaction

    By Randy Watson,
    • 12 replies
    • 2.4k views

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

    By RayJJohnsonJr,
    • 1 reply
    • 1.2k views

  45. The purchased company's plan and coverage

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

  46. 100% of employees are "leased employees"

    By Dennis Povloski,
    • 1 reply
    • 1.5k views

  47. How do you calculate interest for a 5330?

    By Guest Enda80,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  48. Beneficiary Designation

    By Dougsbpc,
    • 3 replies
    • 1.7k views

  49. Class Action Settlement

    By Guest NPS Darren,
    • 3 replies
    • 2.2k views

  50. Multiple Employer Plan

    By JAY21,
    • 0 replies
    • 1.5k views
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