Retirement Plans in General

5,817 topics in this forum

1. Comparability Plan Formula

   By Guest laurasbay, October 30, 2007
   • 1 reply
   • 2.1k views
   • 
   • Blinky the 3-eyed Fish
   • October 30, 2007

2. Multiple Employer deduction allocation?

   By Guest Shrek'sconfused, October 29, 2007
   • 6 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • October 29, 2007

3. Controlled Group - What's the plan income?

   By Guest Shrek'sconfused, October 29, 2007
   • 0 replies
   • 872 views
   • 
   • Guest
   • October 29, 2007

4. Ownership %-ages in Affiliated Service Group

   By J Simmons, October 25, 2007
   • 2 replies
   • 1k views
   • 
   • J Simmons
   • October 26, 2007

5. Benefit restoration under USERRA

   By Guest HRAdvisor, October 25, 2007
   • 0 replies
   • 920 views
   • 
   • Guest
   • October 25, 2007

6. Where can I deduct this contribution?

   By Guest Whatup, October 23, 2007
   • 1 reply
   • 938 views
   • 
   • Effen
   • October 24, 2007

7. Required Minimum Distribution

   By Guest bernverd, October 17, 2007
   • 7 replies
   • 2.1k views
   • 
   • PLAN MAN
   • October 18, 2007

8. Controlled Group? I am getting confused.

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

9. Profit Sharing Plan

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

10. Amendment to Eligibility/Vesting Provisions

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

11. required participant statements under PPA

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

12. 401(a)(4) nondiscrimination test required for int alloc

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

13. Elective transfers and leased employees

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

14. Unpaid Leave of Absence

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

15. wrong ein used

    By abanky, October 1, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • October 3, 2007

16. EXPRO?

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

17. Document Retention

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

18. Disqualified Person / Prohibited Transaction?

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

19. EARNED INCOME CALCULATOR

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

20. Allocation and Deduction timing

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

21. Compensation, ABPT, and multiple divs

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

22. Eligibility Upon Rehire

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

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

    By Guest kprhok, September 10, 2007
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 10, 2007

24. Crediting Service for Eligibility

    By buckaroo, September 6, 2007
    • 5 replies
    • 2.4k views
    • 
    • masteff
    • September 7, 2007

25. 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

26. Former employee becomes independent contractor for the same company

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

27. Timing of Required Deposit and 415

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

28. Prevailing Wage Plan - Accrual Requirement Allowed?

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

29. Part-timer request for SPD

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

30. 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

31. SSN on Participant Statement Prohibited by HIPAA?

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

32. 2006 PS Contribution

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

33. Service Organization

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

34. Records retention

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

35. Contributions by LLC

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

36. ah, ya gotta love PPA

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

37. Starting a Pension Consulting Business

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

38. 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

39. 100% owner in two companies

    By abanky, August 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • August 2, 2007

40. switching from self directed to pooled assets

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

41. Non-ESOP plans borrowing money for investments?

    By Guest 0HBR2, June 20, 2007
    • 10 replies
    • 3k views
    • 
    • Guest
    • July 18, 2007

42. 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

43. "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

44. Indexed Annuity in DC Plan

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

45. Plan coverage for leased employees

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

46. Amending vesting computation method

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

47. Retroactive Vesting

    By Dougsbpc, July 6, 2007
    • 22 replies
    • 5.3k views
    • 
    • Mike Preston
    • July 10, 2007

48. Deadline for Adopting DB Plan?

    By Scott, July 6, 2007
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • July 6, 2007

49. U.S. Virgin Islands Retirement plans

    By rcline46, April 30, 2007
    • 1 reply
    • 3.3k views
    • 
    • Guest
    • June 29, 2007

50. Controlled Groups issues

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