Retirement Plans in General

5,753 topics in this forum

1. Amending MPP for increased contribution after close of PY

   By Guest Rocky, February 12, 2008
   • 4 replies
   • 1.2k views
   • 
   • QDROphile
   • February 12, 2008

2. former key due to EGTRRA changes

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

3. Family member mortgage

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

4. Controlled Group

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

5. Money Purchase Funding Waiver

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

6. Deposit of Employer Contribution

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

7. Former Client adopted plan and left

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

8. Controlled Group Determination

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

9. 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

10. Last Day Rule

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

11. Salary continuation

    By Santo Gold, January 23, 2008
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • January 23, 2008

12. controlled group

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

13. Form 940 and W-2

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

14. 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

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

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

16. New 5329 allows request for waiver of underdistribution penalty

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

17. Contribution Recovery

    By Guest confused, January 10, 2008
    • 0 replies
    • 995 views
    • 
    • Guest
    • January 10, 2008

18. Bankruptcy and plan loans

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

19. Early Retirement Window in 401(k) Plan

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

20. Plan Document availability

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

21. Employee Theft

    By pmacduff, October 31, 2007
    • 20 replies
    • 9.5k views
    • 
    • Guest
    • December 28, 2007

22. PEO Spinoff

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

23. Merging Plans

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

24. Limitation Year For DB/DC Combo

    By mming, December 19, 2007
    • 0 replies
    • 1.5k views
    • 
    • mming
    • December 19, 2007

25. Coverage Requirements

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

26. Top Heavy Ratio and rounding

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

27. Affiliated Service Group (ASG) Rules

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

28. Puerto Rico Plan Reference Book

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

29. terminating a PS plan to start a 401k

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

30. Two Plans

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

31. Is there a spouse?

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

32. Discontinue a RMD

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

33. Order of Withholding

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

34. Year of service

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

35. MPP and 204(h) Notice

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

36. Comparability Plan Formula

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

37. Multiple Employer deduction allocation?

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

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

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

39. Ownership %-ages in Affiliated Service Group

    By J Simmons, October 25, 2007
    • 2 replies
    • 949 views
    • 
    • J Simmons
    • October 26, 2007

40. Benefit restoration under USERRA

    By Guest HRAdvisor, October 25, 2007
    • 0 replies
    • 865 views
    • 
    • Guest
    • October 25, 2007

41. Where can I deduct this contribution?

    By Guest Whatup, October 23, 2007
    • 1 reply
    • 885 views
    • 
    • Effen
    • October 24, 2007

42. Required Minimum Distribution

    By Guest bernverd, October 17, 2007
    • 7 replies
    • 1.9k views
    • 
    • PLAN MAN
    • October 18, 2007

43. Controlled Group? I am getting confused.

    By Guest Iwonder, October 17, 2007
    • 1 reply
    • 908 views
    • 
    • Mike Preston
    • October 18, 2007

44. Profit Sharing Plan

    By jala, October 16, 2007
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • October 16, 2007

45. Amendment to Eligibility/Vesting Provisions

    By Medusa, October 10, 2007
    • 10 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 15, 2007

46. required participant statements under PPA

    By Tom Poje, October 12, 2007
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • October 12, 2007

47. 401(a)(4) nondiscrimination test required for int alloc

    By betheeg, October 10, 2007
    • 7 replies
    • 2.6k views
    • 
    • rcline46
    • October 11, 2007

48. Elective transfers and leased employees

    By Guest DIY, October 11, 2007
    • 0 replies
    • 861 views
    • 
    • Guest
    • October 11, 2007

49. Unpaid Leave of Absence

    By Locust, October 4, 2007
    • 0 replies
    • 1.3k views
    • 
    • Locust
    • October 4, 2007

50. wrong ein used

    By abanky, October 1, 2007
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • October 3, 2007