Retirement Plans in General

5,791 topics in this forum

1. Form 940 and W-2

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

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

   By Guest Enda80, January 20, 2008
   • 1 reply
   • 3.2k views
   • 
   • Mike Preston
   • January 20, 2008

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

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

4. New 5329 allows request for waiver of underdistribution penalty

   By jevd, January 16, 2008
   • 0 replies
   • 1.4k views
   • 
   • jevd
   • January 16, 2008

5. Contribution Recovery

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

6. Bankruptcy and plan loans

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

7. Early Retirement Window in 401(k) Plan

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

8. Plan Document availability

   By Guest wlank, December 22, 2007
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • December 30, 2007

9. Employee Theft

   By pmacduff, October 31, 2007
   • 20 replies
   • 10k views
   • 
   • Guest
   • December 28, 2007

10. PEO Spinoff

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

11. Merging Plans

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

12. Limitation Year For DB/DC Combo

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

13. Coverage Requirements

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

14. Top Heavy Ratio and rounding

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

15. Affiliated Service Group (ASG) Rules

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

16. Puerto Rico Plan Reference Book

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

17. terminating a PS plan to start a 401k

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

18. Two Plans

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

19. Is there a spouse?

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

20. Discontinue a RMD

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

21. Order of Withholding

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

22. Year of service

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

23. MPP and 204(h) Notice

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

24. Comparability Plan Formula

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

25. Multiple Employer deduction allocation?

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

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

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

27. Ownership %-ages in Affiliated Service Group

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

28. Benefit restoration under USERRA

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

29. Where can I deduct this contribution?

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

30. Required Minimum Distribution

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

31. Controlled Group? I am getting confused.

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

32. Profit Sharing Plan

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

33. Amendment to Eligibility/Vesting Provisions

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

34. required participant statements under PPA

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

35. 401(a)(4) nondiscrimination test required for int alloc

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

36. Elective transfers and leased employees

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

37. Unpaid Leave of Absence

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

38. wrong ein used

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

39. EXPRO?

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

40. Document Retention

    By Randy Watson, August 31, 2007
    • 3 replies
    • 2.7k views
    • 
    • jpod
    • September 25, 2007

41. Disqualified Person / Prohibited Transaction?

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

42. EARNED INCOME CALCULATOR

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

43. Allocation and Deduction timing

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

44. Compensation, ABPT, and multiple divs

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

45. Eligibility Upon Rehire

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

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

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

47. Crediting Service for Eligibility

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

48. 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

49. Former employee becomes independent contractor for the same company

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

50. Timing of Required Deposit and 415

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