Retirement Plans in General

5,753 topics in this forum

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

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

2. Common Control?

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

3. 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

4. Link to technical explanation etc

   By Appleby, February 20, 2007
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • March 8, 2007

5. Change in Sponsor's Fiscal Year

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

6. 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

7. Annual Vesting Statement

   By Guest DTromb, February 28, 2007
   • 3 replies
   • 2.2k views
   • 
   • Everett Moreland
   • March 4, 2007

8. Taxable Year for Contribution

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

9. controlled group inclusion, with a twist

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

10. Average annual compensation

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

11. Calculation of Compensation for one payroll period

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

12. Transfer of non-vested money to another plan

    By Santo Gold, February 23, 2007
    • 5 replies
    • 2.9k views
    • 
    • david rigby
    • February 23, 2007

13. Employment Contract

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

14. Notice 2007-7 Question

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

15. Link to techincal explanation etc

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

16. Single Member LLC Start Up

    By Guest nwr1972, February 3, 2007
    • 4 replies
    • 9.3k views
    • 
    • J Simmons
    • February 20, 2007

17. 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

18. Combined plan deduction limit

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

19. fidelity bonds in 403b plans

    By Santo Gold, February 16, 2007
    • 0 replies
    • 2k views
    • 
    • Santo Gold
    • February 16, 2007

20. 1.5 years eligibility requirement

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

21. 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

22. The High Price of Bondage

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

23. Fiduciary Liability Insurance

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

24. 415 limits in DC plans

    By Santo Gold, February 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • himt4
    • February 14, 2007

25. Some direction, please!

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

26. Under Age Children in plan

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

27. Top Heavy Testing

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

28. PPA Optional Amendments

    By Guest lvegas, January 5, 2007
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • February 9, 2007

29. Distribution Notices

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

30. 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

31. 414 Limit

    By Guest WantsToLearn, February 7, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 7, 2007

32. Retirement Income Replacement Ratios

    By JButtrick, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • tuni88
    • February 4, 2007

33. Startup software company looking for realistic stock % for employees.

    By Guest grizzled, January 20, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 3, 2007

34. DB LRM's

    By Belgarath, February 2, 2007
    • 0 replies
    • 1.2k views
    • 
    • Belgarath
    • February 2, 2007

35. Another Controlled Group Question

    By Guest San Diego Benefits Guy, January 31, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • January 31, 2007

36. Earnings on forfeiture account?

    By Guest DazedAndConfused, January 26, 2007
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2007

37. Does 404 deduction limit Apply?

    By Guest WantsToLearn, January 29, 2007
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • January 30, 2007

38. IRS Extends Tax Filing Date to 4-17-07 for 06 Returns

    By jevd, January 24, 2007
    • 0 replies
    • 1k views
    • 
    • jevd
    • January 24, 2007

39. "Amended" Prototype: When to file for a determination letter?

    By Scott, January 17, 2007
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2007

40. Tax Consequences Regarding a Rollover Made to a Plan that is Subsequently Disqualified

    By Guest EMM118, January 22, 2007
    • 0 replies
    • 948 views
    • 
    • Guest
    • January 22, 2007

41. Calculation for Partner @ 7/1, 5%TWB+20%>TWB

    By Guest crosseyetester, January 19, 2007
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • January 20, 2007

42. FAS87 Discount Rate for 12/31/06 ?

    By tuni88, January 19, 2007
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 19, 2007

43. Cash-out rules

    By Guest Patkelley007, January 18, 2007
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 19, 2007

44. custodian fiduciary status

    By Guest cac1134, January 18, 2007
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • January 18, 2007

45. Another Affiliated Service Group question

    By Guest Mike Spickard, January 17, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • January 17, 2007

46. surviving spouse

    By Guest KLCarter, January 12, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • January 12, 2007

47. Remedial Amendment Cycles

    By david rigby, January 12, 2007
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • January 12, 2007

48. Solo 401(k) nightmare

    By Guest Phil Schwartz, January 10, 2007
    • 6 replies
    • 2k views
    • 
    • WDIK
    • January 12, 2007

49. Submission deadline

    By Trekker, January 9, 2007
    • 4 replies
    • 1.5k views
    • 
    • Trekker
    • January 11, 2007

50. New Controlled Group Determination

    By Guest PCS Inc, January 4, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 4, 2007