Retirement Plans in General

5,829 topics in this forum

1. Limitation Year For DB/DC Combo

   By mming, December 19, 2007
   • 0 replies
   • 1.7k views
   • 
   • mming
   • December 19, 2007

2. Coverage Requirements

   By Guest wlank, December 6, 2007
   • 3 replies
   • 1.4k views
   • 
   • Jim Chad
   • December 6, 2007

3. Top Heavy Ratio and rounding

   By buckaroo, November 27, 2007
   • 10 replies
   • 3.3k views
   • 
   • Mike Preston
   • December 1, 2007

4. Affiliated Service Group (ASG) Rules

   By ALBailey, November 20, 2007
   • 1 reply
   • 1.7k views
   • 
   • buckaroo
   • November 30, 2007

5. Puerto Rico Plan Reference Book

   By buckaroo, November 30, 2007
   • 0 replies
   • 1.6k views
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   • buckaroo
   • November 30, 2007

6. terminating a PS plan to start a 401k

   By Santo Gold, November 21, 2007
   • 8 replies
   • 1.6k views
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   • Santo Gold
   • November 28, 2007

7. Two Plans

   By Guest Packer, October 30, 2007
   • 5 replies
   • 2.3k views
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   • mwyatt
   • November 20, 2007

8. Is there a spouse?

   By Belgarath, November 19, 2007
   • 5 replies
   • 1.6k views
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   • Belgarath
   • November 19, 2007

9. Discontinue a RMD

   By Fisher, November 14, 2007
   • 0 replies
   • 1.3k views
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   • Fisher
   • November 14, 2007

10. Order of Withholding

    By Randy Watson, November 2, 2007
    • 2 replies
    • 1.3k views
    • 
    • Randy Watson
    • November 2, 2007

11. Year of service

    By Guest mparker2028, December 12, 2005
    • 24 replies
    • 6.6k views
    • 
    • Dougsbpc
    • November 1, 2007

12. MPP and 204(h) Notice

    By Guest Retirement4Life, November 1, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • November 1, 2007

13. Comparability Plan Formula

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

14. Multiple Employer deduction allocation?

    By Guest Shrek'sconfused, October 29, 2007
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • October 29, 2007

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

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

16. Ownership %-ages in Affiliated Service Group

    By J Simmons, October 25, 2007
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • October 26, 2007

17. Benefit restoration under USERRA

    By Guest HRAdvisor, October 25, 2007
    • 0 replies
    • 1.1k views
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    • Guest
    • October 25, 2007

18. Where can I deduct this contribution?

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

19. Required Minimum Distribution

    By Guest bernverd, October 17, 2007
    • 7 replies
    • 2.3k views
    • 
    • PLAN MAN
    • October 18, 2007

20. Controlled Group? I am getting confused.

    By Guest Iwonder, October 17, 2007
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • October 18, 2007

21. Profit Sharing Plan

    By jala, October 16, 2007
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • October 16, 2007

22. Amendment to Eligibility/Vesting Provisions

    By Medusa, October 10, 2007
    • 10 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 15, 2007

23. required participant statements under PPA

    By Tom Poje, October 12, 2007
    • 0 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 12, 2007

24. 401(a)(4) nondiscrimination test required for int alloc

    By betheeg, October 10, 2007
    • 7 replies
    • 3.2k views
    • 
    • rcline46
    • October 11, 2007

25. Elective transfers and leased employees

    By Guest DIY, October 11, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 11, 2007

26. Unpaid Leave of Absence

    By Locust, October 4, 2007
    • 0 replies
    • 1.5k views
    • 
    • Locust
    • October 4, 2007

27. wrong ein used

    By abanky, October 1, 2007
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • October 3, 2007

28. EXPRO?

    By Guest CABatty, September 27, 2007
    • 1 reply
    • 2.5k views
    • 
    • Peter Gulia
    • September 27, 2007

29. Document Retention

    By Randy Watson, August 31, 2007
    • 3 replies
    • 2.8k views
    • 
    • jpod
    • September 25, 2007

30. Disqualified Person / Prohibited Transaction?

    By Guest CABatty, September 21, 2007
    • 3 replies
    • 2.1k views
    • 
    • jpod
    • September 21, 2007

31. EARNED INCOME CALCULATOR

    By Appleby, September 20, 2007
    • 0 replies
    • 1.2k views
    • 
    • Appleby
    • September 20, 2007

32. Allocation and Deduction timing

    By Sully, September 7, 2007
    • 4 replies
    • 2k views
    • 
    • Santo Gold
    • September 19, 2007

33. Compensation, ABPT, and multiple divs

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

34. Eligibility Upon Rehire

    By PLAN MAN, September 12, 2007
    • 2 replies
    • 2.8k views
    • 
    • PLAN MAN
    • September 13, 2007

35. 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

36. Crediting Service for Eligibility

    By buckaroo, September 6, 2007
    • 5 replies
    • 2.6k views
    • 
    • masteff
    • September 7, 2007

37. SPD requirement - the 5 year issue

    By John Feldt ERPA CPC QPA, August 21, 2007
    • 9 replies
    • 5.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 7, 2007

38. Former employee becomes independent contractor for the same company

    By katieinny, September 6, 2007
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • September 7, 2007

39. Timing of Required Deposit and 415

    By buckaroo, September 5, 2007
    • 3 replies
    • 2.1k views
    • 
    • Belgarath
    • September 7, 2007

40. Prevailing Wage Plan - Accrual Requirement Allowed?

    By Guest notapensiongeek, September 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • September 7, 2007

41. Part-timer request for SPD

    By dmwe, September 5, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 6, 2007

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

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 6.1k views
    • 
    • Guest
    • August 29, 2007

43. SSN on Participant Statement Prohibited by HIPAA?

    By Guest Rider, August 6, 2007
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • August 23, 2007

44. 2006 PS Contribution

    By DP, August 22, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 22, 2007

45. Service Organization

    By Earl, August 16, 2007
    • 4 replies
    • 1.5k views
    • 
    • Earl
    • August 16, 2007

46. Records retention

    By dmwe, August 16, 2007
    • 2 replies
    • 1.3k views
    • 
    • dmwe
    • August 16, 2007

47. Contributions by LLC

    By Randy Watson, August 15, 2007
    • 2 replies
    • 1.3k views
    • 
    • Kimberly S
    • August 15, 2007

48. ah, ya gotta love PPA

    By Tom Poje, August 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 14, 2007

49. Starting a Pension Consulting Business

    By Guest AJM 34, August 12, 2007
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • August 12, 2007

50. 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