Retirement Plans in General

5,824 topics in this forum

1. 415 regs

   By Tom Poje, April 16, 2007
   • 0 replies
   • 1.2k views
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   • Tom Poje
   • April 16, 2007

2. KSOPs

   By Guest mickiemurphy, April 3, 2007
   • 1 reply
   • 1.7k views
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   • Bob R
   • April 15, 2007

3. 100% vested accounts - quarterly statements

   By Beemer, April 14, 2007
   • 1 reply
   • 1.4k views
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   • Archimage
   • April 15, 2007

4. Vesting schedule amendment - affect on non-participants

   By Santo Gold, April 12, 2007
   • 1 reply
   • 1.4k views
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   • Santo Gold
   • April 12, 2007

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

   By Santo Gold, April 2, 2007
   • 9 replies
   • 3.8k views
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   • KJohnson
   • April 3, 2007

6. Spinoff scenario

   By Guest Troy S., April 3, 2007
   • 1 reply
   • 1.2k views
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   • J Simmons
   • April 3, 2007

7. Trust Accounting - Life Insurance

   By Guest Stephanie Tapp, March 30, 2007
   • 2 replies
   • 1.9k views
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   • Guest
   • March 30, 2007

8. vesting

   By Lori H, March 30, 2007
   • 3 replies
   • 1.5k views
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   • Lori H
   • March 30, 2007

9. 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

10. PPA Vesting

    By mming, March 26, 2007
    • 2 replies
    • 1.5k views
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    • Peanut Butter Man
    • March 30, 2007

11. PPA Quarterly Statements

    By Guest tas1, March 20, 2007
    • 7 replies
    • 4.9k views
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    • Bird
    • March 29, 2007

12. Conversion to Lump-Sum payout- Calculation

    By Appleby, March 29, 2007
    • 1 reply
    • 1.5k views
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    • Mike Preston
    • March 29, 2007

13. Participant statments

    By Jim Chad, March 22, 2007
    • 3 replies
    • 1.7k views
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    • Jim Chad
    • March 28, 2007

14. amended corp tax return with increased PS deduction

    By himt4, March 26, 2007
    • 5 replies
    • 2.3k views
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    • Guest
    • March 28, 2007

15. DOL ERISA audit looming

    By Guest Troy S., March 26, 2007
    • 1 reply
    • 1.5k views
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    • J Simmons
    • March 26, 2007

16. Another quarterly participant statement question

    By Guest fiddler, March 13, 2007
    • 3 replies
    • 1.7k views
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    • Guest
    • March 23, 2007

17. Automatic Enrollment

    By Guest Stacy1002, March 19, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • March 19, 2007

18. PS plan merged into MPP plan

    By Guest mrobinson, March 14, 2007
    • 1 reply
    • 1.4k views
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    • Jim Chad
    • March 17, 2007

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

    By chris, March 8, 2007
    • 2 replies
    • 1.3k views
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    • Jim Chad
    • March 17, 2007

20. Guide To Making PS Coontributions

    By Guest cs006b, March 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • March 17, 2007

21. Need help w/ coverage in a controlled group

    By jkharvey, March 15, 2007
    • 2 replies
    • 1.6k views
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    • jkharvey
    • March 16, 2007

22. Form 990-T

    By Monica Barnard, March 14, 2007
    • 0 replies
    • 1.2k views
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    • Monica Barnard
    • March 14, 2007

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

    By Lori Foresz, March 13, 2007
    • 2 replies
    • 1.6k views
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    • Lori Foresz
    • March 14, 2007

24. Common Control?

    By Guest REDCFP, March 13, 2007
    • 3 replies
    • 1.7k views
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    • namealreadyinuse
    • March 13, 2007

25. 3 owners form an LLC, but want different benefits from the plan(s)

    By Santo Gold, March 9, 2007
    • 2 replies
    • 1.5k views
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    • Mike Preston
    • March 11, 2007

26. Link to technical explanation etc

    By Appleby, February 20, 2007
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • March 8, 2007

27. Change in Sponsor's Fiscal Year

    By mming, March 8, 2007
    • 0 replies
    • 1.5k views
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    • mming
    • March 8, 2007

28. What to count as compensation in a controlled groutp

    By Santo Gold, March 4, 2007
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2007

29. Annual Vesting Statement

    By Guest DTromb, February 28, 2007
    • 3 replies
    • 2.4k views
    • 
    • Everett Moreland
    • March 4, 2007

30. Taxable Year for Contribution

    By Lori H, March 2, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 2, 2007

31. controlled group inclusion, with a twist

    By Santo Gold, February 28, 2007
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • February 28, 2007

32. Average annual compensation

    By Guest abby4534, February 27, 2007
    • 1 reply
    • 1.3k views
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    • Mike Preston
    • February 27, 2007

33. Calculation of Compensation for one payroll period

    By Guest perplexedbypensions, February 24, 2007
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • February 26, 2007

34. Transfer of non-vested money to another plan

    By Santo Gold, February 23, 2007
    • 5 replies
    • 3.4k views
    • 
    • david rigby
    • February 23, 2007

35. Employment Contract

    By BTG, February 21, 2007
    • 0 replies
    • 1k views
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    • BTG
    • February 21, 2007

36. Notice 2007-7 Question

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

37. Link to techincal explanation etc

    By Appleby, February 20, 2007
    • 0 replies
    • 1.2k views
    • 
    • Appleby
    • February 20, 2007

38. Single Member LLC Start Up

    By Guest nwr1972, February 3, 2007
    • 4 replies
    • 10.1k views
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    • J Simmons
    • February 20, 2007

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

    By jevd, February 16, 2007
    • 1 reply
    • 1.4k views
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    • Appleby
    • February 17, 2007

40. Combined plan deduction limit

    By david rigby, February 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • February 16, 2007

41. fidelity bonds in 403b plans

    By Santo Gold, February 16, 2007
    • 0 replies
    • 2.2k views
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    • Santo Gold
    • February 16, 2007

42. 1.5 years eligibility requirement

    By ombskid, February 15, 2007
    • 7 replies
    • 2k views
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    • Jim Chad
    • February 16, 2007

43. Trust ID, Form SS-4

    By John Feldt ERPA CPC QPA, February 12, 2007
    • 4 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2007

44. The High Price of Bondage

    By mming, January 14, 2007
    • 8 replies
    • 2.2k views
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    • SMB
    • February 16, 2007

45. Fiduciary Liability Insurance

    By Guest drp41980, February 14, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 14, 2007

46. 415 limits in DC plans

    By Santo Gold, February 14, 2007
    • 2 replies
    • 1.5k views
    • 
    • himt4
    • February 14, 2007

47. Some direction, please!

    By SMB, February 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2007

48. Under Age Children in plan

    By Guest tajcc, February 13, 2007
    • 2 replies
    • 1.4k views
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    • WDIK
    • February 13, 2007

49. Top Heavy Testing

    By Guest coryjat, February 4, 2007
    • 3 replies
    • 2.2k views
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    • J Simmons
    • February 10, 2007

50. PPA Optional Amendments

    By Guest lvegas, January 5, 2007
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • February 9, 2007