Retirement Plans in General

5,753 topics in this forum

1. EXPRO?

   By Guest CABatty, September 27, 2007
   • 1 reply
   • 2.2k views
   • 
   • Peter Gulia
   • September 27, 2007

2. Document Retention

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

3. Disqualified Person / Prohibited Transaction?

   By Guest CABatty, September 21, 2007
   • 3 replies
   • 1.9k views
   • 
   • jpod
   • September 21, 2007

4. EARNED INCOME CALCULATOR

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

5. Allocation and Deduction timing

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

6. Compensation, ABPT, and multiple divs

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

7. Eligibility Upon Rehire

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

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

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

9. Crediting Service for Eligibility

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

10. SPD requirement - the 5 year issue

    By John Feldt ERPA CPC QPA, August 21, 2007
    • 9 replies
    • 4.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 7, 2007

11. Former employee becomes independent contractor for the same company

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

12. Timing of Required Deposit and 415

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

13. Prevailing Wage Plan - Accrual Requirement Allowed?

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

14. Part-timer request for SPD

    By dmwe, September 5, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 6, 2007

15. 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

16. SSN on Participant Statement Prohibited by HIPAA?

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

17. 2006 PS Contribution

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

18. Service Organization

    By Earl, August 16, 2007
    • 4 replies
    • 1.3k views
    • 
    • Earl
    • August 16, 2007

19. Records retention

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

20. Contributions by LLC

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

21. ah, ya gotta love PPA

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

22. Starting a Pension Consulting Business

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

23. Plan Retroactively Disqualified and IRC Code Section 402(B)(4)

    By Guest San Diego Benefits Guy, August 6, 2007
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • August 6, 2007

24. 100% owner in two companies

    By abanky, August 2, 2007
    • 1 reply
    • 981 views
    • 
    • J Simmons
    • August 2, 2007

25. switching from self directed to pooled assets

    By betheeg, July 24, 2007
    • 4 replies
    • 2k views
    • 
    • betheeg
    • July 25, 2007

26. Non-ESOP plans borrowing money for investments?

    By Guest 0HBR2, June 20, 2007
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • July 18, 2007

27. Using Non Recourse Loans to buy assets in a IRA account

    By Guest Presbyterian, July 17, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 18, 2007

28. "Conversion" of Passive Income into Earned Income

    By Guest San Diego Benefits Guy, July 18, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 18, 2007

29. Indexed Annuity in DC Plan

    By Guest RetirementConsultant, July 16, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 16, 2007

30. Plan coverage for leased employees

    By katieinny, July 12, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 15, 2007

31. Amending vesting computation method

    By Guest Epictetus, July 10, 2007
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • July 12, 2007

32. Retroactive Vesting

    By Dougsbpc, July 6, 2007
    • 22 replies
    • 4.9k views
    • 
    • Mike Preston
    • July 10, 2007

33. Deadline for Adopting DB Plan?

    By Scott, July 6, 2007
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • July 6, 2007

34. U.S. Virgin Islands Retirement plans

    By rcline46, April 30, 2007
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • June 29, 2007

35. Controlled Groups issues

    By Guest DazedAndConfused, June 26, 2007
    • 14 replies
    • 2.2k views
    • 
    • Jim Chad
    • June 28, 2007

36. Loan info

    By Guest DazedAndConfused, June 26, 2007
    • 3 replies
    • 1.3k views
    • 
    • Archimage
    • June 27, 2007

37. Small Plan Start Up Cost Credit

    By BeanCounterBlues, June 22, 2007
    • 1 reply
    • 2.5k views
    • 
    • Bird
    • June 22, 2007

38. partnership income on Form 1065

    By Santo Gold, June 22, 2007
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • June 22, 2007

39. US Customs Abuse!

    By Guest sponger42, June 21, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 22, 2007

40. Does Employer still need a bond?

    By Guest PBJ, June 19, 2007
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • June 19, 2007

41. Contributio Made After Corporate 1120S Filed

    By Guest San Diego Benefits Guy, June 19, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2007

42. Top Heavy Minimum or Not?

    By Dougsbpc, June 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 19, 2007

43. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 3.6k views
    • 
    • masteff
    • June 18, 2007

44. trustee paid from the plan?

    By Santo Gold, June 14, 2007
    • 11 replies
    • 2.2k views
    • 
    • four01kman
    • June 15, 2007

45. NRA <65

    By Belgarath, June 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • BTG
    • June 15, 2007

46. Is This Self- Dealing?

    By Guest cs006b, June 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • June 15, 2007

47. Controlled Group Issue

    By Guest San Diego Benefits Guy, June 14, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • June 14, 2007

48. Section 415(c) limits

    By Belgarath, June 11, 2007
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • June 12, 2007

49. Loan Refinance

    By Guest tajcc, June 6, 2007
    • 10 replies
    • 3k views
    • 
    • masteff
    • June 11, 2007

50. Eligibility requirements for a new plan

    By Santo Gold, June 8, 2007
    • 7 replies
    • 1.6k views
    • 
    • Santo Gold
    • June 9, 2007