Retirement Plans in General

5,772 topics in this forum

1. Retroactive Vesting

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

2. Deadline for Adopting DB Plan?

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

3. U.S. Virgin Islands Retirement plans

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

4. Controlled Groups issues

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

5. Loan info

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

6. Small Plan Start Up Cost Credit

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

7. partnership income on Form 1065

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

8. US Customs Abuse!

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

9. Does Employer still need a bond?

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

10. Contributio Made After Corporate 1120S Filed

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

11. Top Heavy Minimum or Not?

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

12. Irrevocable Rollovers

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

13. trustee paid from the plan?

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

14. NRA <65

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

15. Is This Self- Dealing?

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

16. Controlled Group Issue

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

17. Section 415(c) limits

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

18. Loan Refinance

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

19. Eligibility requirements for a new plan

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

20. consultant SEP limitatiions due to employer CB plan

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

21. Spousal Consent for Loan?

    By stephen, May 24, 2007
    • 8 replies
    • 6.2k views
    • 
    • J Simmons
    • June 6, 2007

22. EIN for plan sponsor...

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

23. Related Rollover in top heavy testing

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

24. 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

25. Forfeitures

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

26. plan year not equal to fiscal year

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

27. D.R.O.P Plans

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

28. D.R.O.P Plans

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

29. Last Day (of quarter) Requirement

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

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

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

31. Closing 401k plan for bankrupt company

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

32. 410(b) testing

    By lexi, May 10, 2007
    • 1 reply
    • 2k views
    • 
    • J Simmons
    • May 11, 2007

33. Eligibility Requirement

    By Archimage, May 10, 2007
    • 5 replies
    • 1.3k views
    • 
    • JanetM
    • May 10, 2007

34. Emailing Social Security Numbers

    By CTipper, May 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 10, 2007

35. Copy of PLR

    By Appleby, May 7, 2007
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • May 9, 2007

36. PTE 79-41 Need e-copy

    By Guest ak, May 8, 2007
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • May 8, 2007

37. Settlor Fees?

    By Dougsbpc, May 1, 2007
    • 2 replies
    • 2.5k views
    • 
    • Effen
    • May 2, 2007

38. Pension Plan

    By Guest ckt5127, April 30, 2007
    • 5 replies
    • 5k views
    • 
    • david rigby
    • April 30, 2007

39. Unlicensed practice of law issue; web site of org of "legal document preparers"

    By Dave Baker, April 26, 2007
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • April 28, 2007

40. Elimination of optional form of benefit

    By mariemonroe, April 6, 2007
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • April 27, 2007

41. LLC Compensation

    By mming, April 13, 2007
    • 8 replies
    • 2.4k views
    • 
    • katieinny
    • April 26, 2007

42. Compensation for Benefits

    By rcline46, April 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • April 26, 2007

43. Quarterly Statements - Investment Limitations

    By zimbo, April 23, 2007
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • April 23, 2007

44. 401(a) Plans for Public Sector Employers in New York

    By Guest DAF, April 20, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 20, 2007

45. Applicability of Code Section 1563(e)(6) in a Community Property State

    By Guest San Diego Benefits Guy, April 18, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 18, 2007

46. participant statements - vesting

    By k man, April 16, 2007
    • 4 replies
    • 2k views
    • 
    • k man
    • April 17, 2007

47. No Social Security Numbers for lost participants

    By Santo Gold, March 31, 2007
    • 4 replies
    • 1.6k views
    • 
    • katieinny
    • April 16, 2007

48. 415 regs

    By Tom Poje, April 16, 2007
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • April 16, 2007

49. KSOPs

    By Guest mickiemurphy, April 3, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bob R
    • April 15, 2007

50. 100% vested accounts - quarterly statements

    By Beemer, April 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • April 15, 2007