Retirement Plans in General

5,772 topics in this forum

1. Vesting schedule amendment - affect on non-participants

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

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

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

3. Spinoff scenario

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

4. Trust Accounting - Life Insurance

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

5. vesting

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

6. Controlled group one year but not the next

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

7. PPA Vesting

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

8. PPA Quarterly Statements

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

9. Conversion to Lump-Sum payout- Calculation

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

10. Participant statments

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

11. amended corp tax return with increased PS deduction

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

12. DOL ERISA audit looming

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

13. Another quarterly participant statement question

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

14. Automatic Enrollment

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

15. PS plan merged into MPP plan

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

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

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

17. Guide To Making PS Coontributions

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

18. Need help w/ coverage in a controlled group

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

19. Form 990-T

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

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

    By Lori Foresz, March 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • Lori Foresz
    • March 14, 2007

21. Common Control?

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

22. 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

23. Link to technical explanation etc

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

24. Change in Sponsor's Fiscal Year

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

25. 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

26. Annual Vesting Statement

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

27. Taxable Year for Contribution

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

28. controlled group inclusion, with a twist

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

29. Average annual compensation

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

30. Calculation of Compensation for one payroll period

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

31. Transfer of non-vested money to another plan

    By Santo Gold, February 23, 2007
    • 5 replies
    • 3k views
    • 
    • david rigby
    • February 23, 2007

32. Employment Contract

    By BTG, February 21, 2007
    • 0 replies
    • 933 views
    • 
    • BTG
    • February 21, 2007

33. Notice 2007-7 Question

    By jevd, February 20, 2007
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • February 21, 2007

34. Link to techincal explanation etc

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

35. Single Member LLC Start Up

    By Guest nwr1972, February 3, 2007
    • 4 replies
    • 9.4k views
    • 
    • J Simmons
    • February 20, 2007

36. How to Correct a failed conversin from a Qualified Plan in 2008 and beyond?

    By jevd, February 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • February 17, 2007

37. Combined plan deduction limit

    By david rigby, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • February 16, 2007

38. fidelity bonds in 403b plans

    By Santo Gold, February 16, 2007
    • 0 replies
    • 2.1k views
    • 
    • Santo Gold
    • February 16, 2007

39. 1.5 years eligibility requirement

    By ombskid, February 15, 2007
    • 7 replies
    • 1.7k views
    • 
    • Jim Chad
    • February 16, 2007

40. Trust ID, Form SS-4

    By John Feldt ERPA CPC QPA, February 12, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2007

41. The High Price of Bondage

    By mming, January 14, 2007
    • 8 replies
    • 2k views
    • 
    • SMB
    • February 16, 2007

42. Fiduciary Liability Insurance

    By Guest drp41980, February 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 14, 2007

43. 415 limits in DC plans

    By Santo Gold, February 14, 2007
    • 2 replies
    • 1.4k views
    • 
    • himt4
    • February 14, 2007

44. Some direction, please!

    By SMB, February 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2007

45. Under Age Children in plan

    By Guest tajcc, February 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 13, 2007

46. Top Heavy Testing

    By Guest coryjat, February 4, 2007
    • 3 replies
    • 2k views
    • 
    • J Simmons
    • February 10, 2007

47. PPA Optional Amendments

    By Guest lvegas, January 5, 2007
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • February 9, 2007

48. Distribution Notices

    By Guest Boilerburm1, February 8, 2007
    • 3 replies
    • 1.5k views
    • 
    • J Simmons
    • February 9, 2007

49. Controlled Group Question When Husband Owns 100% of Company A and Wife Owns 100% of Professional Dental Corporation That Husband Is Not Involved With

    By Guest San Diego Benefits Guy, February 8, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 9, 2007

50. 414 Limit

    By Guest WantsToLearn, February 7, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 7, 2007