Retirement Plans in General

5,753 topics in this forum

1. Under Age Children in plan

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

2. 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

3. Valuation Date for Quarterly Benefit Statements

   By J Simmons, February 9, 2007
   • 14 replies
   • 3.5k views
   • 
   • Guest
   • April 19, 2012

4. 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

5. Distribution Notices

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

6. 414 Limit

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

7. Top Heavy Testing

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

8. Single Member LLC Start Up

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

9. DB LRM's

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

10. Another Controlled Group Question

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

11. Does 404 deduction limit Apply?

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

12. Earnings on forfeiture account?

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

13. 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

14. 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

15. Retirement Income Replacement Ratios

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

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

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

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

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

18. Cash-out rules

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

19. custodian fiduciary status

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

20. "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

21. Another Affiliated Service Group question

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

22. The High Price of Bondage

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

23. surviving spouse

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

24. Remedial Amendment Cycles

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

25. Solo 401(k) nightmare

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

26. Submission deadline

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

27. PPA Optional Amendments

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

28. New Controlled Group Determination

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

29. Election of Multiemployer Status

    By Guest dsw, January 4, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 4, 2007

30. TOPHEAVY INTEGRATED PLAN

    By Guest dlm, January 3, 2007
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • January 3, 2007

31. PPA Quarterly Benefit Statement Requirement

    By MarZDoates, January 2, 2007
    • 4 replies
    • 2.1k views
    • 
    • PLAN MAN
    • January 3, 2007

32. Control Group - Brother/Sister

    By Guest tajcc, December 27, 2006
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • December 28, 2006

33. payment of real estate tax

    By betheeg, December 26, 2006
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • December 27, 2006

34. Refinance Loan

    By Guest tajcc, December 21, 2006
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • December 21, 2006

35. incapacitated participant

    By Guest Jon G., December 20, 2006
    • 4 replies
    • 2k views
    • 
    • Guest
    • December 21, 2006

36. Plan audit information

    By rcline46, December 20, 2006
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • December 20, 2006

37. Federal EIN for sole prop

    By rcline46, December 20, 2006
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • December 21, 2006

38. section 646... same desk rule..

    By K-t-F, December 18, 2006
    • 0 replies
    • 1.1k views
    • 
    • K-t-F
    • December 18, 2006

39. Can a Profit Sharing Plan Have a Fixed Employer Contribution?

    By Scott, December 15, 2006
    • 5 replies
    • 3k views
    • 
    • Guest
    • December 18, 2006

40. Should be an easy controlled group determination

    By Santo Gold, December 15, 2006
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

41. Contribution Limits with Both 403(b) & Defined Contribution Plans

    By Guest John Sargistell, December 14, 2006
    • 1 reply
    • 1k views
    • 
    • Guest
    • December 14, 2006

42. Large Bank Merger.... Take the $ and run?

    By K-t-F, December 14, 2006
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • December 14, 2006

43. vesting question

    By eilano, December 13, 2006
    • 4 replies
    • 1.9k views
    • 
    • eilano
    • December 14, 2006

44. PEO established a multiple employer plan

    By katieinny, December 12, 2006
    • 0 replies
    • 1.2k views
    • 
    • katieinny
    • December 12, 2006

45. Taxable term cost reporting

    By Belgarath, December 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • December 8, 2006

46. Plan TIN Nr

    By Guest Tess320, November 30, 2006
    • 6 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

47. PPA Quarterly Statement Requirements

    By MarZDoates, November 29, 2006
    • 10 replies
    • 3.5k views
    • 
    • DLavigne
    • December 7, 2006

48. custodian vs trustee

    By Guest thill, November 29, 2006
    • 6 replies
    • 35.2k views
    • 
    • John G
    • February 15, 2013

49. pension study group

    By thepensionmaven, November 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • thepensionmaven
    • November 27, 2006

50. Deductions under PPA

    By thepensionmaven, November 18, 2006
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • November 28, 2006