Retirement Plans in General

5,791 topics in this forum

1. 410(b) testing

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

2. Eligibility Requirement

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

3. Emailing Social Security Numbers

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

4. Copy of PLR

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

5. PTE 79-41 Need e-copy

   By Guest ak, May 8, 2007
   • 2 replies
   • 3.8k views
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   • Guest
   • May 8, 2007

6. Settlor Fees?

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

7. Pension Plan

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

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

   By Dave Baker, April 26, 2007
   • 7 replies
   • 1.8k views
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   • Guest
   • April 28, 2007

9. Elimination of optional form of benefit

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

10. LLC Compensation

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

11. Compensation for Benefits

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

12. Quarterly Statements - Investment Limitations

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

13. 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

14. 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

15. participant statements - vesting

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

16. No Social Security Numbers for lost participants

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

17. 415 regs

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

18. KSOPs

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

19. 100% vested accounts - quarterly statements

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

20. Vesting schedule amendment - affect on non-participants

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

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

    By Santo Gold, April 2, 2007
    • 9 replies
    • 3.7k views
    • 
    • KJohnson
    • April 3, 2007

22. Spinoff scenario

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

23. Trust Accounting - Life Insurance

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

24. vesting

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

25. Controlled group one year but not the next

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

26. PPA Vesting

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

27. PPA Quarterly Statements

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

28. Conversion to Lump-Sum payout- Calculation

    By Appleby, March 29, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 29, 2007

29. Participant statments

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

30. amended corp tax return with increased PS deduction

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

31. DOL ERISA audit looming

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

32. Another quarterly participant statement question

    By Guest fiddler, March 13, 2007
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 23, 2007

33. Automatic Enrollment

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

34. PS plan merged into MPP plan

    By Guest mrobinson, March 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • March 17, 2007

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

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

36. Guide To Making PS Coontributions

    By Guest cs006b, March 16, 2007
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 17, 2007

37. Need help w/ coverage in a controlled group

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

38. Form 990-T

    By Monica Barnard, March 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Monica Barnard
    • March 14, 2007

39. ESOP and 401(k)-and excluded family member

    By Lori Foresz, March 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • Lori Foresz
    • March 14, 2007

40. Common Control?

    By Guest REDCFP, March 13, 2007
    • 3 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • March 13, 2007

41. 3 owners form an LLC, but want different benefits from the plan(s)

    By Santo Gold, March 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 11, 2007

42. Link to technical explanation etc

    By Appleby, February 20, 2007
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • March 8, 2007

43. Change in Sponsor's Fiscal Year

    By mming, March 8, 2007
    • 0 replies
    • 1.4k views
    • 
    • mming
    • March 8, 2007

44. What to count as compensation in a controlled groutp

    By Santo Gold, March 4, 2007
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2007

45. Annual Vesting Statement

    By Guest DTromb, February 28, 2007
    • 3 replies
    • 2.3k views
    • 
    • Everett Moreland
    • March 4, 2007

46. Taxable Year for Contribution

    By Lori H, March 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 2, 2007

47. controlled group inclusion, with a twist

    By Santo Gold, February 28, 2007
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • February 28, 2007

48. Average annual compensation

    By Guest abby4534, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 27, 2007

49. Calculation of Compensation for one payroll period

    By Guest perplexedbypensions, February 24, 2007
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • February 26, 2007

50. Transfer of non-vested money to another plan

    By Santo Gold, February 23, 2007
    • 5 replies
    • 3.1k views
    • 
    • david rigby
    • February 23, 2007