Retirement Plans in General

5,850 topics in this forum

1. Disqualified Person / Prohibited Transaction?

   By Guest CABatty, September 21, 2007
   • 3 replies
   • 2.3k views
   • 
   • jpod
   • September 21, 2007

2. EARNED INCOME CALCULATOR

   By Appleby, September 20, 2007
   • 0 replies
   • 1.4k views
   • 
   • Appleby
   • September 20, 2007

3. Allocation and Deduction timing

   By Sully, September 7, 2007
   • 4 replies
   • 2.2k views
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   • Santo Gold
   • September 19, 2007

4. Compensation, ABPT, and multiple divs

   By buckaroo, September 17, 2007
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • September 19, 2007

5. Eligibility Upon Rehire

   By PLAN MAN, September 12, 2007
   • 2 replies
   • 3k views
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   • PLAN MAN
   • September 13, 2007

6. rolling 401(a) money to avoid post 70.5 rmd

   By Guest kprhok, September 10, 2007
   • 1 reply
   • 1.2k views
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   • Guest
   • September 10, 2007

7. Crediting Service for Eligibility

   By buckaroo, September 6, 2007
   • 5 replies
   • 2.8k views
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   • masteff
   • September 7, 2007

8. SPD requirement - the 5 year issue

   By John Feldt ERPA CPC QPA, August 21, 2007
   • 9 replies
   • 5.6k views
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   • John Feldt ERPA CPC QPA
   • September 7, 2007

9. Former employee becomes independent contractor for the same company

   By katieinny, September 6, 2007
   • 3 replies
   • 1.8k views
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   • masteff
   • September 7, 2007

10. Timing of Required Deposit and 415

    By buckaroo, September 5, 2007
    • 3 replies
    • 2.3k views
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    • Belgarath
    • September 7, 2007

11. Prevailing Wage Plan - Accrual Requirement Allowed?

    By Guest notapensiongeek, September 6, 2007
    • 1 reply
    • 1.4k views
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    • Mike Preston
    • September 7, 2007

12. Part-timer request for SPD

    By dmwe, September 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 6, 2007

13. Opinion: Might Be Best Not to Save Too Much for Retirement

    By Guest BenefitsLink, June 27, 2001
    • 4 replies
    • 6.3k views
    • 
    • Guest
    • August 29, 2007

14. SSN on Participant Statement Prohibited by HIPAA?

    By Guest Rider, August 6, 2007
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • August 23, 2007

15. 2006 PS Contribution

    By DP, August 22, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • August 22, 2007

16. Service Organization

    By Earl, August 16, 2007
    • 4 replies
    • 1.6k views
    • 
    • Earl
    • August 16, 2007

17. Records retention

    By dmwe, August 16, 2007
    • 2 replies
    • 1.4k views
    • 
    • dmwe
    • August 16, 2007

18. Contributions by LLC

    By Randy Watson, August 15, 2007
    • 2 replies
    • 1.4k views
    • 
    • Kimberly S
    • August 15, 2007

19. ah, ya gotta love PPA

    By Tom Poje, August 14, 2007
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • August 14, 2007

20. Starting a Pension Consulting Business

    By Guest AJM 34, August 12, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • August 12, 2007

21. Plan Retroactively Disqualified and IRC Code Section 402(B)(4)

    By Guest San Diego Benefits Guy, August 6, 2007
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • August 6, 2007

22. 100% owner in two companies

    By abanky, August 2, 2007
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • August 2, 2007

23. switching from self directed to pooled assets

    By betheeg, July 24, 2007
    • 4 replies
    • 2.4k views
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    • betheeg
    • July 25, 2007

24. Non-ESOP plans borrowing money for investments?

    By Guest 0HBR2, June 20, 2007
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • July 18, 2007

25. Using Non Recourse Loans to buy assets in a IRA account

    By Guest Presbyterian, July 17, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 18, 2007

26. "Conversion" of Passive Income into Earned Income

    By Guest San Diego Benefits Guy, July 18, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 18, 2007

27. Indexed Annuity in DC Plan

    By Guest RetirementConsultant, July 16, 2007
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 16, 2007

28. Plan coverage for leased employees

    By katieinny, July 12, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • July 15, 2007

29. Amending vesting computation method

    By Guest Epictetus, July 10, 2007
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • July 12, 2007

30. Retroactive Vesting

    By Dougsbpc, July 6, 2007
    • 22 replies
    • 6k views
    • 
    • Mike Preston
    • July 10, 2007

31. Deadline for Adopting DB Plan?

    By Scott, July 6, 2007
    • 5 replies
    • 1.9k views
    • 
    • jpod
    • July 6, 2007

32. U.S. Virgin Islands Retirement plans

    By rcline46, April 30, 2007
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • June 29, 2007

33. Controlled Groups issues

    By Guest DazedAndConfused, June 26, 2007
    • 14 replies
    • 2.7k views
    • 
    • Jim Chad
    • June 28, 2007

34. Loan info

    By Guest DazedAndConfused, June 26, 2007
    • 3 replies
    • 1.6k views
    • 
    • Archimage
    • June 27, 2007

35. Small Plan Start Up Cost Credit

    By BeanCounterBlues, June 22, 2007
    • 1 reply
    • 2.7k views
    • 
    • Bird
    • June 22, 2007

36. partnership income on Form 1065

    By Santo Gold, June 22, 2007
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • June 22, 2007

37. US Customs Abuse!

    By Guest sponger42, June 21, 2007
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 22, 2007

38. Does Employer still need a bond?

    By Guest PBJ, June 19, 2007
    • 1 reply
    • 1.9k views
    • 
    • WDIK
    • June 19, 2007

39. Contributio Made After Corporate 1120S Filed

    By Guest San Diego Benefits Guy, June 19, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • June 19, 2007

40. Top Heavy Minimum or Not?

    By Dougsbpc, June 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 19, 2007

41. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 4.2k views
    • 
    • masteff
    • June 18, 2007

42. trustee paid from the plan?

    By Santo Gold, June 14, 2007
    • 11 replies
    • 2.8k views
    • 
    • four01kman
    • June 15, 2007

43. NRA <65

    By Belgarath, June 15, 2007
    • 2 replies
    • 1.7k views
    • 
    • BTG
    • June 15, 2007

44. Is This Self- Dealing?

    By Guest cs006b, June 15, 2007
    • 1 reply
    • 1.8k views
    • 
    • jpod
    • June 15, 2007

45. Controlled Group Issue

    By Guest San Diego Benefits Guy, June 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • June 14, 2007

46. Section 415(c) limits

    By Belgarath, June 11, 2007
    • 5 replies
    • 2.7k views
    • 
    • masteff
    • June 12, 2007

47. Loan Refinance

    By Guest tajcc, June 6, 2007
    • 10 replies
    • 3.6k views
    • 
    • masteff
    • June 11, 2007

48. Eligibility requirements for a new plan

    By Santo Gold, June 8, 2007
    • 7 replies
    • 2.1k views
    • 
    • Santo Gold
    • June 9, 2007

49. consultant SEP limitatiions due to employer CB plan

    By Guest rmse46, June 6, 2007
    • 1 reply
    • 2k views
    • 
    • Mike Preston
    • June 6, 2007

50. Spousal Consent for Loan?

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