Retirement Plans in General

5,791 topics in this forum

1. Prevailing Wage Plan - Accrual Requirement Allowed?

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

2. Part-timer request for SPD

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

3. 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

4. SSN on Participant Statement Prohibited by HIPAA?

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

5. 2006 PS Contribution

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

6. Service Organization

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

7. Records retention

   By dmwe, August 16, 2007
   • 2 replies
   • 1.1k views
   • 
   • dmwe
   • August 16, 2007

8. Contributions by LLC

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

9. ah, ya gotta love PPA

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

10. 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

11. 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

12. 100% owner in two companies

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

13. switching from self directed to pooled assets

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

14. Non-ESOP plans borrowing money for investments?

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

15. 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

16. "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

17. Indexed Annuity in DC Plan

    By Guest RetirementConsultant, July 16, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • July 16, 2007

18. Plan coverage for leased employees

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

19. Amending vesting computation method

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

20. Retroactive Vesting

    By Dougsbpc, July 6, 2007
    • 22 replies
    • 5k views
    • 
    • Mike Preston
    • July 10, 2007

21. Deadline for Adopting DB Plan?

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

22. U.S. Virgin Islands Retirement plans

    By rcline46, April 30, 2007
    • 1 reply
    • 3.2k views
    • 
    • Guest
    • June 29, 2007

23. Controlled Groups issues

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

24. Loan info

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

25. Small Plan Start Up Cost Credit

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

26. partnership income on Form 1065

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

27. US Customs Abuse!

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

28. Does Employer still need a bond?

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

29. Contributio Made After Corporate 1120S Filed

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

30. Top Heavy Minimum or Not?

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

31. Irrevocable Rollovers

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

32. trustee paid from the plan?

    By Santo Gold, June 14, 2007
    • 11 replies
    • 2.3k views
    • 
    • four01kman
    • June 15, 2007

33. NRA <65

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

34. Is This Self- Dealing?

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

35. Controlled Group Issue

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

36. Section 415(c) limits

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

37. Loan Refinance

    By Guest tajcc, June 6, 2007
    • 10 replies
    • 3.1k views
    • 
    • masteff
    • June 11, 2007

38. Eligibility requirements for a new plan

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

39. consultant SEP limitatiions due to employer CB plan

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

40. Spousal Consent for Loan?

    By stephen, May 24, 2007
    • 8 replies
    • 6.4k views
    • 
    • J Simmons
    • June 6, 2007

41. EIN for plan sponsor...

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

42. Related Rollover in top heavy testing

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

43. 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

44. Forfeitures

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

45. plan year not equal to fiscal year

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

46. D.R.O.P Plans

    By Guest John J, May 21, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 23, 2007

47. D.R.O.P Plans

    By Guest John J, May 19, 2007
    • 0 replies
    • 895 views
    • 
    • Guest
    • May 19, 2007

48. Last Day (of quarter) Requirement

    By dmb, May 18, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • May 19, 2007

49. Everyone terminated prior to year-end - Allocation of Forfeitures

    By KateSmithPA, May 15, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 15, 2007

50. Closing 401k plan for bankrupt company

    By Guest erkwol, May 9, 2007
    • 10 replies
    • 7k views
    • 
    • J Simmons
    • May 11, 2007