Retirement Plans in General

5,772 topics in this forum

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

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

2. Allocation and Deduction timing

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

3. Prevailing Wage Plan - Accrual Requirement Allowed?

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

4. Former employee becomes independent contractor for the same company

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

5. Crediting Service for Eligibility

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

6. This group....

   By Cathy from Chicago, September 6, 2007
   • 2 replies
   • 4.4k views
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   • Guest
   • February 18, 2009

7. Timing of Required Deposit and 415

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

8. Part-timer request for SPD

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

9. Document Retention

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

10. 2006 PS Contribution

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

11. SPD requirement - the 5 year issue

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

12. Records retention

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

13. Service Organization

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

14. Contributions by LLC

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

15. ah, ya gotta love PPA

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

16. Starting a Pension Consulting Business

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

17. 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

18. SSN on Participant Statement Prohibited by HIPAA?

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

19. 100% owner in two companies

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

20. switching from self directed to pooled assets

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

21. "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

22. 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

23. Indexed Annuity in DC Plan

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

24. Plan coverage for leased employees

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

25. Amending vesting computation method

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

26. Retroactive Vesting

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

27. Deadline for Adopting DB Plan?

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

28. Loan info

    By Guest DazedAndConfused, June 26, 2007
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • June 27, 2007

29. Controlled Groups issues

    By Guest DazedAndConfused, June 26, 2007
    • 14 replies
    • 2.3k views
    • 
    • Jim Chad
    • June 28, 2007

30. Small Plan Start Up Cost Credit

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

31. partnership income on Form 1065

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

32. US Customs Abuse!

    By Guest sponger42, June 21, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 22, 2007

33. Non-ESOP plans borrowing money for investments?

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

34. Does Employer still need a bond?

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

35. Top Heavy Minimum or Not?

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

36. Contributio Made After Corporate 1120S Filed

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

37. NRA <65

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

38. Is This Self- Dealing?

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

39. trustee paid from the plan?

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

40. Controlled Group Issue

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

41. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 3.7k views
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    • masteff
    • June 18, 2007

42. Section 415(c) limits

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

43. Eligibility requirements for a new plan

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

44. Loan Refinance

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

45. consultant SEP limitatiions due to employer CB plan

    By Guest rmse46, June 6, 2007
    • 1 reply
    • 1.8k views
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    • Mike Preston
    • June 6, 2007

46. Related Rollover in top heavy testing

    By Trekker, May 31, 2007
    • 1 reply
    • 5.5k views
    • 
    • J Simmons
    • June 1, 2007

47. hours requirement for contribution in a less than 12 month period

    By Santo Gold, May 31, 2007
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • June 1, 2007

48. EIN for plan sponsor...

    By K-t-F, May 29, 2007
    • 4 replies
    • 2.1k views
    • 
    • K-t-F
    • June 4, 2007

49. Forfeitures

    By ALBailey, May 25, 2007
    • 2 replies
    • 1.4k views
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    • david rigby
    • May 25, 2007

50. plan year not equal to fiscal year

    By Santo Gold, May 24, 2007
    • 3 replies
    • 1.3k views
    • 
    • J Simmons
    • May 24, 2007