Retirement Plans in General

5,753 topics in this forum

1. consultant SEP limitatiions due to employer CB plan

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

2. Spousal Consent for Loan?

   By stephen, May 24, 2007
   • 8 replies
   • 6.1k views
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   • J Simmons
   • June 6, 2007

3. EIN for plan sponsor...

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

4. Related Rollover in top heavy testing

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

5. hours requirement for contribution in a less than 12 month period

   By Santo Gold, May 31, 2007
   • 1 reply
   • 1k views
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   • Mike Preston
   • June 1, 2007

6. Forfeitures

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

7. plan year not equal to fiscal year

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

8. D.R.O.P Plans

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

9. D.R.O.P Plans

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

10. Last Day (of quarter) Requirement

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

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

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

12. Closing 401k plan for bankrupt company

    By Guest erkwol, May 9, 2007
    • 10 replies
    • 6.9k views
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    • J Simmons
    • May 11, 2007

13. 410(b) testing

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

14. Eligibility Requirement

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

15. Emailing Social Security Numbers

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

16. Copy of PLR

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

17. PTE 79-41 Need e-copy

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

18. Settlor Fees?

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

19. Pension Plan

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

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

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

21. Elimination of optional form of benefit

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

22. LLC Compensation

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

23. Compensation for Benefits

    By rcline46, April 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • April 26, 2007

24. Quarterly Statements - Investment Limitations

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

25. 401(a) Plans for Public Sector Employers in New York

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

26. 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
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    • Guest
    • April 18, 2007

27. participant statements - vesting

    By k man, April 16, 2007
    • 4 replies
    • 1.9k views
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    • k man
    • April 17, 2007

28. No Social Security Numbers for lost participants

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

29. 415 regs

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

30. KSOPs

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

31. 100% vested accounts - quarterly statements

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

32. Vesting schedule amendment - affect on non-participants

    By Santo Gold, April 12, 2007
    • 1 reply
    • 1.2k views
    • 
    • Santo Gold
    • April 12, 2007

33. Plan fees paid by employer - is this a problem?

    By Santo Gold, April 2, 2007
    • 9 replies
    • 3.5k views
    • 
    • KJohnson
    • April 3, 2007

34. Spinoff scenario

    By Guest Troy S., April 3, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • April 3, 2007

35. Trust Accounting - Life Insurance

    By Guest Stephanie Tapp, March 30, 2007
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 30, 2007

36. vesting

    By Lori H, March 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • Lori H
    • March 30, 2007

37. Controlled group one year but not the next

    By Santo Gold, March 30, 2007
    • 0 replies
    • 1k views
    • 
    • Santo Gold
    • March 30, 2007

38. PPA Vesting

    By mming, March 26, 2007
    • 2 replies
    • 1.3k views
    • 
    • Peanut Butter Man
    • March 30, 2007

39. PPA Quarterly Statements

    By Guest tas1, March 20, 2007
    • 7 replies
    • 4.6k views
    • 
    • Bird
    • March 29, 2007

40. Conversion to Lump-Sum payout- Calculation

    By Appleby, March 29, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 29, 2007

41. Participant statments

    By Jim Chad, March 22, 2007
    • 3 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 28, 2007

42. amended corp tax return with increased PS deduction

    By himt4, March 26, 2007
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 28, 2007

43. DOL ERISA audit looming

    By Guest Troy S., March 26, 2007
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • March 26, 2007

44. Another quarterly participant statement question

    By Guest fiddler, March 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 23, 2007

45. Automatic Enrollment

    By Guest Stacy1002, March 19, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 19, 2007

46. PS plan merged into MPP plan

    By Guest mrobinson, March 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • March 17, 2007

47. Affiliated Svc Group, Etc... Issue?

    By chris, March 8, 2007
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • March 17, 2007

48. Guide To Making PS Coontributions

    By Guest cs006b, March 16, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • March 17, 2007

49. Need help w/ coverage in a controlled group

    By jkharvey, March 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • jkharvey
    • March 16, 2007

50. Form 990-T

    By Monica Barnard, March 14, 2007
    • 0 replies
    • 1k views
    • 
    • Monica Barnard
    • March 14, 2007