Retirement Plans in General

5,824 topics in this forum

1. Indexed Annuity in DC Plan

   By Guest RetirementConsultant, July 16, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 16, 2007

2. Plan coverage for leased employees

   By katieinny, July 12, 2007
   • 2 replies
   • 1.9k views
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   • Guest
   • July 15, 2007

3. Amending vesting computation method

   By Guest Epictetus, July 10, 2007
   • 1 reply
   • 2.5k views
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   • Guest
   • July 12, 2007

4. Retroactive Vesting

   By Dougsbpc, July 6, 2007
   • 22 replies
   • 5.4k views
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   • Mike Preston
   • July 10, 2007

5. Deadline for Adopting DB Plan?

   By Scott, July 6, 2007
   • 5 replies
   • 1.6k views
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   • jpod
   • July 6, 2007

6. U.S. Virgin Islands Retirement plans

   By rcline46, April 30, 2007
   • 1 reply
   • 3.3k views
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   • Guest
   • June 29, 2007

7. Controlled Groups issues

   By Guest DazedAndConfused, June 26, 2007
   • 14 replies
   • 2.4k views
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   • Jim Chad
   • June 28, 2007

8. Loan info

   By Guest DazedAndConfused, June 26, 2007
   • 3 replies
   • 1.5k views
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   • Archimage
   • June 27, 2007

9. Small Plan Start Up Cost Credit

   By BeanCounterBlues, June 22, 2007
   • 1 reply
   • 2.6k views
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   • Bird
   • June 22, 2007

10. partnership income on Form 1065

    By Santo Gold, June 22, 2007
    • 1 reply
    • 1.6k views
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    • Bird
    • June 22, 2007

11. US Customs Abuse!

    By Guest sponger42, June 21, 2007
    • 2 replies
    • 2.2k views
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    • Guest
    • June 22, 2007

12. Does Employer still need a bond?

    By Guest PBJ, June 19, 2007
    • 1 reply
    • 1.7k views
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    • WDIK
    • June 19, 2007

13. Contributio Made After Corporate 1120S Filed

    By Guest San Diego Benefits Guy, June 19, 2007
    • 2 replies
    • 1.9k views
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    • Guest
    • June 19, 2007

14. Top Heavy Minimum or Not?

    By Dougsbpc, June 19, 2007
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 19, 2007

15. Irrevocable Rollovers

    By jevd, June 13, 2007
    • 7 replies
    • 3.9k views
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    • masteff
    • June 18, 2007

16. trustee paid from the plan?

    By Santo Gold, June 14, 2007
    • 11 replies
    • 2.5k views
    • 
    • four01kman
    • June 15, 2007

17. NRA <65

    By Belgarath, June 15, 2007
    • 2 replies
    • 1.6k views
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    • BTG
    • June 15, 2007

18. Is This Self- Dealing?

    By Guest cs006b, June 15, 2007
    • 1 reply
    • 1.7k views
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    • jpod
    • June 15, 2007

19. Controlled Group Issue

    By Guest San Diego Benefits Guy, June 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • June 14, 2007

20. Section 415(c) limits

    By Belgarath, June 11, 2007
    • 5 replies
    • 2.5k views
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    • masteff
    • June 12, 2007

21. Loan Refinance

    By Guest tajcc, June 6, 2007
    • 10 replies
    • 3.3k views
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    • masteff
    • June 11, 2007

22. Eligibility requirements for a new plan

    By Santo Gold, June 8, 2007
    • 7 replies
    • 1.8k views
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    • Santo Gold
    • June 9, 2007

23. consultant SEP limitatiions due to employer CB plan

    By Guest rmse46, June 6, 2007
    • 1 reply
    • 1.9k views
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    • Mike Preston
    • June 6, 2007

24. Spousal Consent for Loan?

    By stephen, May 24, 2007
    • 8 replies
    • 7.3k views
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    • J Simmons
    • June 6, 2007

25. EIN for plan sponsor...

    By Basically, May 29, 2007
    • 4 replies
    • 2.3k views
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    • Basically
    • June 4, 2007

26. Related Rollover in top heavy testing

    By Trekker, May 31, 2007
    • 1 reply
    • 5.7k views
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    • J Simmons
    • June 1, 2007

27. hours requirement for contribution in a less than 12 month period

    By Santo Gold, May 31, 2007
    • 1 reply
    • 1.1k views
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    • Mike Preston
    • June 1, 2007

28. Forfeitures

    By ALBailey, May 25, 2007
    • 2 replies
    • 1.5k views
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    • david rigby
    • May 25, 2007

29. plan year not equal to fiscal year

    By Santo Gold, May 24, 2007
    • 3 replies
    • 1.5k views
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    • J Simmons
    • May 24, 2007

30. D.R.O.P Plans

    By Guest John J, May 21, 2007
    • 4 replies
    • 1.6k views
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    • Guest
    • May 23, 2007

31. D.R.O.P Plans

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

32. Last Day (of quarter) Requirement

    By dmb, May 18, 2007
    • 1 reply
    • 1.3k views
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    • J Simmons
    • May 19, 2007

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

    By KateSmithPA, May 15, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 15, 2007

34. Closing 401k plan for bankrupt company

    By Guest erkwol, May 9, 2007
    • 10 replies
    • 7.3k views
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    • J Simmons
    • May 11, 2007

35. 410(b) testing

    By lexi, May 10, 2007
    • 1 reply
    • 2.1k views
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    • J Simmons
    • May 11, 2007

36. Eligibility Requirement

    By Archimage, May 10, 2007
    • 5 replies
    • 1.5k views
    • 
    • JanetM
    • May 10, 2007

37. Emailing Social Security Numbers

    By CTipper, May 9, 2007
    • 2 replies
    • 1.4k views
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    • david rigby
    • May 10, 2007

38. Copy of PLR

    By Appleby, May 7, 2007
    • 2 replies
    • 1.4k views
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    • Appleby
    • May 9, 2007

39. PTE 79-41 Need e-copy

    By Guest ak, May 8, 2007
    • 2 replies
    • 4k views
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    • Guest
    • May 8, 2007

40. Settlor Fees?

    By Dougsbpc, May 1, 2007
    • 2 replies
    • 2.7k views
    • 
    • Effen
    • May 2, 2007

41. Pension Plan

    By Guest ckt5127, April 30, 2007
    • 5 replies
    • 5.2k views
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    • david rigby
    • April 30, 2007

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

    By Dave Baker, April 26, 2007
    • 7 replies
    • 1.9k views
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    • Guest
    • April 28, 2007

43. Elimination of optional form of benefit

    By mariemonroe, April 6, 2007
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • April 27, 2007

44. LLC Compensation

    By mming, April 13, 2007
    • 8 replies
    • 2.7k views
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    • katieinny
    • April 26, 2007

45. Compensation for Benefits

    By rcline46, April 26, 2007
    • 2 replies
    • 1.6k views
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    • rcline46
    • April 26, 2007

46. Quarterly Statements - Investment Limitations

    By zimbo, April 23, 2007
    • 1 reply
    • 1.3k views
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    • J Simmons
    • April 23, 2007

47. 401(a) Plans for Public Sector Employers in New York

    By Guest DAF, April 20, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • April 20, 2007

48. Applicability of Code Section 1563(e)(6) in a Community Property State

    By Guest San Diego Benefits Guy, April 18, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • April 18, 2007

49. participant statements - vesting

    By k man, April 16, 2007
    • 4 replies
    • 2.1k views
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    • k man
    • April 17, 2007

50. No Social Security Numbers for lost participants

    By Santo Gold, March 31, 2007
    • 4 replies
    • 1.7k views
    • 
    • katieinny
    • April 16, 2007