Retirement Plans in General

5,781 topics in this forum

1. Merging Plans

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

2. Limitation Year For DB/DC Combo

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

3. Coverage Requirements

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

4. Top Heavy Ratio and rounding

   By buckaroo, November 27, 2007
   • 10 replies
   • 2.8k views
   • 
   • Mike Preston
   • December 1, 2007

5. Affiliated Service Group (ASG) Rules

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

6. Puerto Rico Plan Reference Book

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

7. terminating a PS plan to start a 401k

   By Santo Gold, November 21, 2007
   • 8 replies
   • 1.4k views
   • 
   • Santo Gold
   • November 28, 2007

8. Two Plans

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

9. Is there a spouse?

   By Belgarath, November 19, 2007
   • 5 replies
   • 1.4k views
   • 
   • Belgarath
   • November 19, 2007

10. Discontinue a RMD

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

11. Order of Withholding

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

12. Year of service

    By Guest mparker2028, December 12, 2005
    • 24 replies
    • 5.7k views
    • 
    • Dougsbpc
    • November 1, 2007

13. MPP and 204(h) Notice

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

14. Comparability Plan Formula

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

15. Multiple Employer deduction allocation?

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

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

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

17. Ownership %-ages in Affiliated Service Group

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

18. Benefit restoration under USERRA

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

19. Where can I deduct this contribution?

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

20. Required Minimum Distribution

    By Guest bernverd, October 17, 2007
    • 7 replies
    • 2k views
    • 
    • PLAN MAN
    • October 18, 2007

21. Controlled Group? I am getting confused.

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

22. Profit Sharing Plan

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

23. Amendment to Eligibility/Vesting Provisions

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

24. required participant statements under PPA

    By Tom Poje, October 12, 2007
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 12, 2007

25. 401(a)(4) nondiscrimination test required for int alloc

    By betheeg, October 10, 2007
    • 7 replies
    • 2.7k views
    • 
    • rcline46
    • October 11, 2007

26. Elective transfers and leased employees

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

27. Unpaid Leave of Absence

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

28. wrong ein used

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

29. EXPRO?

    By Guest CABatty, September 27, 2007
    • 1 reply
    • 2.3k views
    • 
    • Peter Gulia
    • September 27, 2007

30. Document Retention

    By Randy Watson, August 31, 2007
    • 3 replies
    • 2.6k views
    • 
    • jpod
    • September 25, 2007

31. Disqualified Person / Prohibited Transaction?

    By Guest CABatty, September 21, 2007
    • 3 replies
    • 2k views
    • 
    • jpod
    • September 21, 2007

32. EARNED INCOME CALCULATOR

    By Appleby, September 20, 2007
    • 0 replies
    • 1k views
    • 
    • Appleby
    • September 20, 2007

33. Allocation and Deduction timing

    By Sully, September 7, 2007
    • 4 replies
    • 1.8k views
    • 
    • Santo Gold
    • September 19, 2007

34. Compensation, ABPT, and multiple divs

    By buckaroo, September 17, 2007
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2007

35. Eligibility Upon Rehire

    By PLAN MAN, September 12, 2007
    • 2 replies
    • 2.4k views
    • 
    • PLAN MAN
    • September 13, 2007

36. rolling 401(a) money to avoid post 70.5 rmd

    By Guest kprhok, September 10, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 10, 2007

37. Crediting Service for Eligibility

    By buckaroo, September 6, 2007
    • 5 replies
    • 2.2k views
    • 
    • masteff
    • September 7, 2007

38. SPD requirement - the 5 year issue

    By John Feldt ERPA CPC QPA, August 21, 2007
    • 9 replies
    • 4.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 7, 2007

39. Former employee becomes independent contractor for the same company

    By katieinny, September 6, 2007
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • September 7, 2007

40. Timing of Required Deposit and 415

    By buckaroo, September 5, 2007
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • September 7, 2007

41. Prevailing Wage Plan - Accrual Requirement Allowed?

    By Guest notapensiongeek, September 6, 2007
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • September 7, 2007

42. Part-timer request for SPD

    By dmwe, September 5, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 6, 2007

43. Opinion: Might Be Best Not to Save Too Much for Retirement

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 5.8k views
    • 
    • Guest
    • August 29, 2007

44. SSN on Participant Statement Prohibited by HIPAA?

    By Guest Rider, August 6, 2007
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • August 23, 2007

45. 2006 PS Contribution

    By DP, August 22, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • August 22, 2007

46. Service Organization

    By Earl, August 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • Earl
    • August 16, 2007

47. Records retention

    By dmwe, August 16, 2007
    • 2 replies
    • 1k views
    • 
    • dmwe
    • August 16, 2007

48. Contributions by LLC

    By Randy Watson, August 15, 2007
    • 2 replies
    • 1.1k views
    • 
    • Kimberly S
    • August 15, 2007

49. ah, ya gotta love PPA

    By Tom Poje, August 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • August 14, 2007

50. Starting a Pension Consulting Business

    By Guest AJM 34, August 12, 2007
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • August 12, 2007