Retirement Plans in General

5,791 topics in this forum

1. Plan TIN Nr

   By Guest Tess320, November 30, 2006
   • 6 replies
   • 2.4k views
   • 
   • John Feldt ERPA CPC QPA
   • December 15, 2006

2. vesting question

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

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

   By Guest John Sargistell, December 14, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • December 14, 2006

4. 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

5. PEO established a multiple employer plan

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

6. Taxable term cost reporting

   By Belgarath, December 4, 2006
   • 1 reply
   • 1.5k views
   • 
   • SoCalActuary
   • December 8, 2006

7. PPA Quarterly Statement Requirements

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

8. Pension Bill Signed By President

   By Appleby, August 17, 2006
   • 13 replies
   • 2.9k views
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   • Appleby
   • December 1, 2006

9. Deductions under PPA

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

10. pension study group

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

11. rollover to IRA while still employed

    By thepensionmaven, November 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • SMB
    • November 18, 2006

12. disqualified person/party in interest?

    By k man, November 15, 2006
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • November 17, 2006

13. employee census data mishap

    By Guest Jon G., November 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 2006

14. Requirements for Filing VCP for nonamender client

    By Guest WantsToLearn, November 17, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 17, 2006

15. Form W2

    By Guest tajcc, November 10, 2006
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • November 10, 2006

16. How to answer investment application question

    By K-t-F, November 9, 2006
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • November 9, 2006

17. Forfeitures - Profit Sharing Plan

    By Guest cease, April 2, 2004
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • November 8, 2006

18. Single Member LLC

    By SMB, November 8, 2006
    • 0 replies
    • 1.5k views
    • 
    • SMB
    • November 8, 2006

19. Limits for Two Plans- Is this information correct?

    By Guest WantsToLearn, November 1, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 6, 2006

20. Late Profit Sharing Contributions

    By Guest lerieleech, November 4, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 5, 2006

21. PPA Vesting

    By mming, November 3, 2006
    • 0 replies
    • 1.4k views
    • 
    • mming
    • November 3, 2006

22. Taking credit for leased employee contributions

    By Santo Gold, November 2, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 3, 2006

23. DFVC Program (pre-1988 years)

    By Guest mbg76, October 30, 2006
    • 2 replies
    • 1.4k views
    • 
    • jpod
    • October 31, 2006

24. Allocation

    By Guest msjudees, October 26, 2006
    • 6 replies
    • 1.7k views
    • 
    • Jim Norman
    • October 30, 2006

25. Hours of Service

    By nancy, October 30, 2006
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • October 30, 2006

26. Distributions

    By Guest perplexedbypensions, October 27, 2006
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • October 30, 2006

27. benefits for same sex partners in NJ

    By Guest mjb, October 29, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 29, 2006

28. Form 2848

    By nancy, October 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • nancy
    • October 27, 2006

29. ASPPA conference highlights (maybe)

    By Tom Poje, October 26, 2006
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • October 27, 2006

30. Embezzled funds

    By Guest RMPension, October 25, 2006
    • 2 replies
    • 3.2k views
    • 
    • Belgarath
    • October 26, 2006

31. Prohibited Transaction Issue

    By chris, October 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • October 20, 2006

32. full vesting when company is sold

    By Santo Gold, October 20, 2006
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • October 20, 2006

33. Some Kind of PT

    By Medusa, October 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • Medusa
    • October 19, 2006

34. New Limits

    By Randy Watson, October 17, 2006
    • 11 replies
    • 3.1k views
    • 
    • Guest
    • October 18, 2006

35. Max dc contribution in separate plans

    By Guest Lil Anderson, October 12, 2006
    • 7 replies
    • 1.9k views
    • 
    • Below Ground
    • October 13, 2006

36. Safe Harbor or General Nondiscrimination Test

    By Guest mhicks, October 6, 2006
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 6, 2006

37. Forfeiture Allocation

    By Guest perplexedbypensions, October 5, 2006
    • 1 reply
    • 1.4k views
    • 
    • Effen
    • October 5, 2006

38. Employer leaves a multiple Employer Plan

    By jkharvey, October 4, 2006
    • 0 replies
    • 1.4k views
    • 
    • jkharvey
    • October 4, 2006

39. Husband & Wife... 2 LLCs... one plan?

    By K-t-F, October 2, 2006
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 3, 2006

40. Insurance in a 401(k) plan

    By Guest erepper, October 3, 2006
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 3, 2006

41. Offshoring Option

    By Guest Offshore option, October 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 2, 2006

42. Allocating Plan Expenses

    By chris, September 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • mming
    • October 1, 2006

43. vesting for tax-exempt organizations

    By Santo Gold, September 29, 2006
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 29, 2006

44. Affiliated Service Group

    By 12AX7, September 25, 2006
    • 13 replies
    • 3.2k views
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    • Belgarath
    • September 29, 2006

45. After-tax contribution limitations

    By Guest Suanne, September 27, 2006
    • 3 replies
    • 1.7k views
    • 
    • FormsRstillmylife
    • September 27, 2006

46. Revenue Ruling 80-350

    By Guest Suanne, September 27, 2006
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • September 27, 2006

47. Back to basics

    By SMB, September 19, 2006
    • 9 replies
    • 2.2k views
    • 
    • AndyH
    • September 22, 2006

48. five year break in service

    By Guest nipa, September 21, 2006
    • 8 replies
    • 3.2k views
    • 
    • Effen
    • September 22, 2006

49. is this a controlled group?

    By Earl, September 20, 2006
    • 7 replies
    • 1.9k views
    • 
    • Earl
    • September 21, 2006

50. Pension Payout

    By Guest JD698, September 21, 2006
    • 4 replies
    • 1.4k views
    • 
    • rcline46
    • September 21, 2006