Retirement Plans in General

5,817 topics in this forum

1. Earnings on forfeiture account?

   By Guest DazedAndConfused, January 26, 2007
   • 1 reply
   • 2.4k views
   • 
   • Blinky the 3-eyed Fish
   • January 31, 2007

2. Does 404 deduction limit Apply?

   By Guest WantsToLearn, January 29, 2007
   • 6 replies
   • 1.8k views
   • 
   • david rigby
   • January 30, 2007

3. IRS Extends Tax Filing Date to 4-17-07 for 06 Returns

   By jevd, January 24, 2007
   • 0 replies
   • 1.1k views
   • 
   • jevd
   • January 24, 2007

4. "Amended" Prototype: When to file for a determination letter?

   By Scott, January 17, 2007
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • January 24, 2007

5. Tax Consequences Regarding a Rollover Made to a Plan that is Subsequently Disqualified

   By Guest EMM118, January 22, 2007
   • 0 replies
   • 1k views
   • 
   • Guest
   • January 22, 2007

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

   By Guest crosseyetester, January 19, 2007
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • January 20, 2007

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

   By tuni88, January 19, 2007
   • 1 reply
   • 1.2k views
   • 
   • david rigby
   • January 19, 2007

8. Cash-out rules

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

9. custodian fiduciary status

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

10. Another Affiliated Service Group question

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

11. surviving spouse

    By Guest KLCarter, January 12, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2007

12. Remedial Amendment Cycles

    By david rigby, January 12, 2007
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • January 12, 2007

13. Solo 401(k) nightmare

    By Guest Phil Schwartz, January 10, 2007
    • 6 replies
    • 2.1k views
    • 
    • WDIK
    • January 12, 2007

14. Submission deadline

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

15. New Controlled Group Determination

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

16. Election of Multiemployer Status

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

17. PPA Quarterly Benefit Statement Requirement

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

18. TOPHEAVY INTEGRATED PLAN

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

19. Control Group - Brother/Sister

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

20. payment of real estate tax

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

21. Refinance Loan

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

22. incapacitated participant

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

23. Federal EIN for sole prop

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

24. Plan audit information

    By rcline46, December 20, 2006
    • 3 replies
    • 1.7k views
    • 
    • rcline46
    • December 20, 2006

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

    By Scott, December 15, 2006
    • 5 replies
    • 3.9k views
    • 
    • Guest
    • December 18, 2006

26. section 646... same desk rule..

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

27. 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

28. Plan TIN Nr

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

29. vesting question

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

30. 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

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

    By K-t-F, December 14, 2006
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • December 14, 2006

32. PEO established a multiple employer plan

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

33. Taxable term cost reporting

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

34. PPA Quarterly Statement Requirements

    By MarZDoates, November 29, 2006
    • 10 replies
    • 3.7k views
    • 
    • DLavigne
    • December 7, 2006

35. Pension Bill Signed By President

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

36. Deductions under PPA

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

37. pension study group

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

38. rollover to IRA while still employed

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

39. disqualified person/party in interest?

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

40. employee census data mishap

    By Guest Jon G., November 17, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 17, 2006

41. Requirements for Filing VCP for nonamender client

    By Guest WantsToLearn, November 17, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 2006

42. Form W2

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

43. How to answer investment application question

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

44. Forfeitures - Profit Sharing Plan

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

45. Single Member LLC

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

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

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

47. Late Profit Sharing Contributions

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

48. PPA Vesting

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

49. Taking credit for leased employee contributions

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

50. DFVC Program (pre-1988 years)

    By Guest mbg76, October 30, 2006
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • October 31, 2006