Retirement Plans in General

5,811 topics in this forum

1. Cash-out rules

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

2. custodian fiduciary status

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

3. Another Affiliated Service Group question

   By Guest Mike Spickard, January 17, 2007
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • January 17, 2007

4. surviving spouse

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

5. Remedial Amendment Cycles

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

6. Solo 401(k) nightmare

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

7. Submission deadline

   By Trekker, January 9, 2007
   • 4 replies
   • 1.6k views
   • 
   • Trekker
   • January 11, 2007

8. New Controlled Group Determination

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

9. Election of Multiemployer Status

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

10. PPA Quarterly Benefit Statement Requirement

    By MarZDoates, January 2, 2007
    • 4 replies
    • 2.2k views
    • 
    • PLAN MAN
    • January 3, 2007

11. TOPHEAVY INTEGRATED PLAN

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

12. Control Group - Brother/Sister

    By Guest tajcc, December 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 28, 2006

13. payment of real estate tax

    By betheeg, December 26, 2006
    • 11 replies
    • 2.3k views
    • 
    • Guest
    • December 27, 2006

14. Refinance Loan

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

15. incapacitated participant

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

16. Federal EIN for sole prop

    By rcline46, December 20, 2006
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • December 21, 2006

17. Plan audit information

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

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

    By Scott, December 15, 2006
    • 5 replies
    • 3.7k views
    • 
    • Guest
    • December 18, 2006

19. section 646... same desk rule..

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

20. Should be an easy controlled group determination

    By Santo Gold, December 15, 2006
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

21. Plan TIN Nr

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

22. vesting question

    By eilano, December 13, 2006
    • 4 replies
    • 2k views
    • 
    • eilano
    • December 14, 2006

23. 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

24. 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

25. PEO established a multiple employer plan

    By katieinny, December 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • katieinny
    • December 12, 2006

26. Taxable term cost reporting

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

27. PPA Quarterly Statement Requirements

    By MarZDoates, November 29, 2006
    • 10 replies
    • 3.6k views
    • 
    • DLavigne
    • December 7, 2006

28. Pension Bill Signed By President

    By Appleby, August 17, 2006
    • 13 replies
    • 3k views
    • 
    • Appleby
    • December 1, 2006

29. Deductions under PPA

    By thepensionmaven, November 18, 2006
    • 6 replies
    • 1.7k views
    • 
    • AndyH
    • November 28, 2006

30. pension study group

    By thepensionmaven, November 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • thepensionmaven
    • November 27, 2006

31. rollover to IRA while still employed

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

32. disqualified person/party in interest?

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

33. employee census data mishap

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

34. Requirements for Filing VCP for nonamender client

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

35. Form W2

    By Guest tajcc, November 10, 2006
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • November 10, 2006

36. How to answer investment application question

    By K-t-F, November 9, 2006
    • 1 reply
    • 1.2k views
    • 
    • four01kman
    • November 9, 2006

37. Forfeitures - Profit Sharing Plan

    By Guest cease, April 2, 2004
    • 8 replies
    • 5.6k views
    • 
    • Guest
    • November 8, 2006

38. Single Member LLC

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

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

    By Guest WantsToLearn, November 1, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 6, 2006

40. Late Profit Sharing Contributions

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

41. PPA Vesting

    By mming, November 3, 2006
    • 0 replies
    • 1.5k views
    • 
    • mming
    • November 3, 2006

42. Taking credit for leased employee contributions

    By Santo Gold, November 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 3, 2006

43. DFVC Program (pre-1988 years)

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

44. Allocation

    By Guest msjudees, October 26, 2006
    • 6 replies
    • 1.8k views
    • 
    • Jim Norman
    • October 30, 2006

45. Hours of Service

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

46. Distributions

    By Guest perplexedbypensions, October 27, 2006
    • 4 replies
    • 2k views
    • 
    • QDROphile
    • October 30, 2006

47. benefits for same sex partners in NJ

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

48. Form 2848

    By nancy, October 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • nancy
    • October 27, 2006

49. ASPPA conference highlights (maybe)

    By Tom Poje, October 26, 2006
    • 6 replies
    • 1.7k views
    • 
    • Appleby
    • October 27, 2006

50. Embezzled funds

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