Retirement Plans in General

5,781 topics in this forum

1. Section 415(c) limits

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

2. Eligibility requirements for a new plan

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

3. Loan Refinance

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

4. consultant SEP limitatiions due to employer CB plan

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

5. Related Rollover in top heavy testing

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

6. 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

7. EIN for plan sponsor...

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

8. Forfeitures

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

9. plan year not equal to fiscal year

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

10. Merging Plans

    By Guest scottcal, May 24, 2007
    • 6 replies
    • 3.2k views
    • 
    • Earl
    • December 20, 2007

11. Spousal Consent for Loan?

    By stephen, May 24, 2007
    • 8 replies
    • 6.3k views
    • 
    • J Simmons
    • June 6, 2007

12. QROPS Anyone

    By Appleby, May 23, 2007
    • 24 replies
    • 11k views
    • 
    • Guest
    • August 5, 2011

13. D.R.O.P Plans

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

14. D.R.O.P Plans

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

15. Last Day (of quarter) Requirement

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

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

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

17. 410(b) testing

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

18. Eligibility Requirement

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

19. Emailing Social Security Numbers

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

20. Closing 401k plan for bankrupt company

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

21. PTE 79-41 Need e-copy

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

22. Copy of PLR

    By Appleby, May 7, 2007
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • May 9, 2007

23. Settlor Fees?

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

24. U.S. Virgin Islands Retirement plans

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

25. Pension Plan

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

26. 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

27. Compensation for Benefits

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

28. Quarterly Statements - Investment Limitations

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

29. 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

30. 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

31. 415 regs

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

32. participant statements - vesting

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

33. 100% vested accounts - quarterly statements

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

34. LLC Compensation

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

35. Vesting schedule amendment - affect on non-participants

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

36. Elimination of optional form of benefit

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

37. KSOPs

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

38. Spinoff scenario

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

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

    By Santo Gold, April 2, 2007
    • 9 replies
    • 3.6k views
    • 
    • KJohnson
    • April 3, 2007

40. No Social Security Numbers for lost participants

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

41. Trust Accounting - Life Insurance

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

42. vesting

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

43. Controlled group one year but not the next

    By Santo Gold, March 30, 2007
    • 0 replies
    • 1.1k views
    • 
    • Santo Gold
    • March 30, 2007

44. Conversion to Lump-Sum payout- Calculation

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

45. PPA Vesting

    By mming, March 26, 2007
    • 2 replies
    • 1.4k views
    • 
    • Peanut Butter Man
    • March 30, 2007

46. amended corp tax return with increased PS deduction

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

47. DOL ERISA audit looming

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

48. Participant statments

    By Jim Chad, March 22, 2007
    • 3 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 28, 2007

49. PPA Quarterly Statements

    By Guest tas1, March 20, 2007
    • 7 replies
    • 4.7k views
    • 
    • Bird
    • March 29, 2007

50. Automatic Enrollment

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