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Retirement Plans in General

5,824 topics in this forum

  1. 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
    • 1.2k views

  2. Converting money purchase plan to 401(k)

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

  3. 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

  4. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.3k views

  5. Relius Government Forms 5500 SP2

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

  6. Prohibited Transaction Exemption

    By Guest jim williams,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  7. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser,
    • 8 replies
    • 2.1k views

  8. Calculating required minimum distribution

    By Guest Enda80,
    • 7 replies
    • 1.7k views

  9. Money Purchase Plan Termination and Distribution

    By Guest benefitstudent,
    • 3 replies
    • 1.7k views

  10. 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

  11. 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

  12. 401(31)(a) what does this new law entail? Does it primarily affect rollovers?

    By Guest Enda80,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  13. New Form 5307 (3/08)

    By J Simmons,
    • 2 replies
    • 1.3k views

  14. 401a vs. WV TRS(teacher retirement system)

    By Guest Confused in WV,
    • 11 replies
    • 6.9k views

  15. Removal of in-service provision

    By Guest amybu99,
    • 5 replies
    • 1.4k views
    • Guest
    • Guest

  16. Canadian income US schedule C, Pension?

    By SheilaD,
    • 0 replies
    • 1.3k views

  17. Prohibited Transaction

    By Randy Watson,
    • 12 replies
    • 2.1k views

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

    By RayJJohnsonJr,
    • 1 reply
    • 1k views

  19. The purchased company's plan and coverage

    By AlbanyConsultant,
    • 1 reply
    • 1.1k views

  20. 100% of employees are "leased employees"

    By Dennis Povloski,
    • 1 reply
    • 1.3k views

  21. How do you calculate interest for a 5330?

    By Guest Enda80,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  22. Beneficiary Designation

    By Dougsbpc,
    • 3 replies
    • 1.4k views

  23. Class Action Settlement

    By Guest NPS Darren,
    • 3 replies
    • 1.9k views

  24. Multiple Employer Plan

    By JAY21,
    • 0 replies
    • 1.4k views

  25. Contributions deposited and not allocated

    By Guest mmc,
    • 4 replies
    • 1.6k views

  26. Sole Proprietor Compensation

    By PensionPro,
    • 1 reply
    • 1.8k views

  27. Work Release Inmates Eligible to participate

    By Guest Boots,
    • 3 replies
    • 3.7k views
    • Guest
    • Guest

  28. Can a trust be the sponsor of a plan

    By Guest PaulL,
    • 1 reply
    • 1.4k views

  29. Updated Section 402(f) Notice

    By Guest Dave Peckham,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  30. independent CPA audit

    By k man,
    • 6 replies
    • 1.5k views

  31. Valuation for a balance forward plan

    By Guest EPS2,
    • 5 replies
    • 2.5k views

  32. EGTRRA Remedial Amendment Period

    By J Simmons,
    • 1 reply
    • 2.2k views

  33. Unrealized receivable for partner - plan pay?

    By AKconsult,
    • 2 replies
    • 1.6k views

  34. Purchase of Foreign Company

    By buckaroo,
    • 0 replies
    • 1k views

  35. Timing of deduction

    By ombskid,
    • 7 replies
    • 1.9k views

  36. highly compensated determination

    By Guest lip,
    • 1 reply
    • 1.1k views

  37. Trustee Directed DC Plan Statements

    By zimbo,
    • 0 replies
    • 1.4k views

  38. Benefit Valuation

    By Guest papillon,
    • 4 replies
    • 2.4k views
    • Guest
    • Guest

  39. 415 and aggregation with 403(b)

    By Belgarath,
    • 5 replies
    • 2.3k views
    • Guest
    • Guest

  40. 3401(a) exlcude sales commissions?

    By Guest Enda80,
    • 2 replies
    • 1.4k views

  41. Key Employee Questions

    By buckaroo,
    • 1 reply
    • 1.3k views

  42. State needs to receive 5500?

    By Dennis Povloski,
    • 2 replies
    • 1.1k views

  43. Brother-Sister Controlled Group

    By Guest Enda80,
    • 3 replies
    • 4.1k views

  44. Per Stirpes

    By Guest Enda80,
    • 23 replies
    • 7.6k views

  45. What happens if you do not timely amend?

    By Guest Enda80,
    • 1 reply
    • 957 views

  46. 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,
    • 1 reply
    • 1k views

  47. Bank of America serving as a plan sponsor

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

  48. QDROs

    By Guest Enda80,
    • 3 replies
    • 1.1k views

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

    By Guest Enda80,
    • 12 replies
    • 4.2k views

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

    By Guest Gloria Goldberg,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest
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