Retirement Plans in General

5,811 topics in this forum

1. Controlled Group? I am getting confused.

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

2. Profit Sharing Plan

   By jala, October 16, 2007
   • 3 replies
   • 1.2k views
   • 
   • QDROphile
   • October 16, 2007

3. Amendment to Eligibility/Vesting Provisions

   By Medusa, October 10, 2007
   • 10 replies
   • 2.6k views
   • 
   • John Feldt ERPA CPC QPA
   • October 15, 2007

4. required participant statements under PPA

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

5. 401(a)(4) nondiscrimination test required for int alloc

   By betheeg, October 10, 2007
   • 7 replies
   • 2.9k views
   • 
   • rcline46
   • October 11, 2007

6. Elective transfers and leased employees

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

7. Unpaid Leave of Absence

   By Locust, October 4, 2007
   • 0 replies
   • 1.4k views
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   • Locust
   • October 4, 2007

8. wrong ein used

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

9. EXPRO?

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

10. Document Retention

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

11. Disqualified Person / Prohibited Transaction?

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

12. EARNED INCOME CALCULATOR

    By Appleby, September 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • September 20, 2007

13. Allocation and Deduction timing

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

14. Compensation, ABPT, and multiple divs

    By buckaroo, September 17, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2007

15. Eligibility Upon Rehire

    By PLAN MAN, September 12, 2007
    • 2 replies
    • 2.5k views
    • 
    • PLAN MAN
    • September 13, 2007

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

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

17. Crediting Service for Eligibility

    By buckaroo, September 6, 2007
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • September 7, 2007

18. SPD requirement - the 5 year issue

    By John Feldt ERPA CPC QPA, August 21, 2007
    • 9 replies
    • 5.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 7, 2007

19. Former employee becomes independent contractor for the same company

    By katieinny, September 6, 2007
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • September 7, 2007

20. Timing of Required Deposit and 415

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

21. Prevailing Wage Plan - Accrual Requirement Allowed?

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

22. Part-timer request for SPD

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

23. Opinion: Might Be Best Not to Save Too Much for Retirement

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 5.9k views
    • 
    • Guest
    • August 29, 2007

24. SSN on Participant Statement Prohibited by HIPAA?

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

25. 2006 PS Contribution

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

26. Service Organization

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

27. Records retention

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

28. Contributions by LLC

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

29. ah, ya gotta love PPA

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

30. Starting a Pension Consulting Business

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

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

    By Guest San Diego Benefits Guy, August 6, 2007
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • August 6, 2007

32. 100% owner in two companies

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

33. switching from self directed to pooled assets

    By betheeg, July 24, 2007
    • 4 replies
    • 2.1k views
    • 
    • betheeg
    • July 25, 2007

34. Non-ESOP plans borrowing money for investments?

    By Guest 0HBR2, June 20, 2007
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • July 18, 2007

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

    By Guest Presbyterian, July 17, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 18, 2007

36. "Conversion" of Passive Income into Earned Income

    By Guest San Diego Benefits Guy, July 18, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 18, 2007

37. Indexed Annuity in DC Plan

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

38. Plan coverage for leased employees

    By katieinny, July 12, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 15, 2007

39. Amending vesting computation method

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

40. Retroactive Vesting

    By Dougsbpc, July 6, 2007
    • 22 replies
    • 5.2k views
    • 
    • Mike Preston
    • July 10, 2007

41. Deadline for Adopting DB Plan?

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

42. U.S. Virgin Islands Retirement plans

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

43. Controlled Groups issues

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

44. Loan info

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

45. Small Plan Start Up Cost Credit

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

46. partnership income on Form 1065

    By Santo Gold, June 22, 2007
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • June 22, 2007

47. US Customs Abuse!

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

48. Does Employer still need a bond?

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

49. Contributio Made After Corporate 1120S Filed

    By Guest San Diego Benefits Guy, June 19, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 19, 2007

50. Top Heavy Minimum or Not?

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