Retirement Plans in General

5,850 topics in this forum

1. TOPHEAVY INTEGRATED PLAN

   By Guest dlm, January 3, 2007
   • 1 reply
   • 1.7k views
   • 
   • Mike Preston
   • January 3, 2007

2. Control Group - Brother/Sister

   By Guest tajcc, December 27, 2006
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • December 28, 2006

3. payment of real estate tax

   By betheeg, December 26, 2006
   • 11 replies
   • 2.6k views
   • 
   • Guest
   • December 27, 2006

4. Refinance Loan

   By Guest tajcc, December 21, 2006
   • 4 replies
   • 1.7k views
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   • QDROphile
   • December 21, 2006

5. incapacitated participant

   By Guest Jon G., December 20, 2006
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • December 21, 2006

6. Federal EIN for sole prop

   By rcline46, December 20, 2006
   • 7 replies
   • 2k views
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   • Belgarath
   • December 21, 2006

7. Plan audit information

   By rcline46, December 20, 2006
   • 3 replies
   • 2k views
   • 
   • rcline46
   • December 20, 2006

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

   By Scott, December 15, 2006
   • 5 replies
   • 4.4k views
   • 
   • Guest
   • December 18, 2006

9. section 646... same desk rule..

   By Basically, December 18, 2006
   • 0 replies
   • 1.3k views
   • 
   • Basically
   • December 18, 2006

10. Should be an easy controlled group determination

    By Santo Gold, December 15, 2006
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

11. Plan TIN Nr

    By Guest Tess320, November 30, 2006
    • 6 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2006

12. vesting question

    By eilano, December 13, 2006
    • 4 replies
    • 2.3k views
    • 
    • eilano
    • December 14, 2006

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

    By Guest John Sargistell, December 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 14, 2006

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

    By Basically, December 14, 2006
    • 2 replies
    • 1.5k views
    • 
    • Basically
    • December 14, 2006

15. PEO established a multiple employer plan

    By katieinny, December 12, 2006
    • 0 replies
    • 1.7k views
    • 
    • katieinny
    • December 12, 2006

16. Taxable term cost reporting

    By Belgarath, December 4, 2006
    • 1 reply
    • 1.8k views
    • 
    • SoCalActuary
    • December 8, 2006

17. PPA Quarterly Statement Requirements

    By MarZDoates, November 29, 2006
    • 10 replies
    • 4.3k views
    • 
    • DLavigne
    • December 7, 2006

18. Pension Bill Signed By President

    By Appleby, August 17, 2006
    • 13 replies
    • 3.5k views
    • 
    • Appleby
    • December 1, 2006

19. Deductions under PPA

    By thepensionmaven, November 18, 2006
    • 6 replies
    • 2.2k views
    • 
    • AndyH
    • November 28, 2006

20. pension study group

    By thepensionmaven, November 27, 2006
    • 0 replies
    • 1.4k views
    • 
    • thepensionmaven
    • November 27, 2006

21. rollover to IRA while still employed

    By thepensionmaven, November 16, 2006
    • 3 replies
    • 1.9k views
    • 
    • SMB
    • November 18, 2006

22. disqualified person/party in interest?

    By k man, November 15, 2006
    • 2 replies
    • 2.2k views
    • 
    • KJohnson
    • November 17, 2006

23. employee census data mishap

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

24. Requirements for Filing VCP for nonamender client

    By Guest WantsToLearn, November 17, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 17, 2006

25. Form W2

    By Guest tajcc, November 10, 2006
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • November 10, 2006

26. How to answer investment application question

    By Basically, November 9, 2006
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • November 9, 2006

27. Forfeitures - Profit Sharing Plan

    By Guest cease, April 2, 2004
    • 8 replies
    • 5.9k views
    • 
    • Guest
    • November 8, 2006

28. Single Member LLC

    By SMB, November 8, 2006
    • 0 replies
    • 1.8k views
    • 
    • SMB
    • November 8, 2006

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

    By Guest WantsToLearn, November 1, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2006

30. Late Profit Sharing Contributions

    By Guest lerieleech, November 4, 2006
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • November 5, 2006

31. PPA Vesting

    By mming, November 3, 2006
    • 0 replies
    • 1.6k views
    • 
    • mming
    • November 3, 2006

32. Taking credit for leased employee contributions

    By Santo Gold, November 2, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 3, 2006

33. DFVC Program (pre-1988 years)

    By Guest mbg76, October 30, 2006
    • 2 replies
    • 1.8k views
    • 
    • jpod
    • October 31, 2006

34. Allocation

    By Guest msjudees, October 26, 2006
    • 6 replies
    • 2.1k views
    • 
    • Jim Norman
    • October 30, 2006

35. Hours of Service

    By nancy, October 30, 2006
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • October 30, 2006

36. Distributions

    By Guest perplexedbypensions, October 27, 2006
    • 4 replies
    • 2.4k views
    • 
    • QDROphile
    • October 30, 2006

37. benefits for same sex partners in NJ

    By Guest mjb, October 29, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 29, 2006

38. Form 2848

    By nancy, October 27, 2006
    • 0 replies
    • 1.3k views
    • 
    • nancy
    • October 27, 2006

39. ASPPA conference highlights (maybe)

    By Tom Poje, October 26, 2006
    • 6 replies
    • 2k views
    • 
    • Appleby
    • October 27, 2006

40. Embezzled funds

    By Guest RMPension, October 25, 2006
    • 2 replies
    • 3.7k views
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    • Belgarath
    • October 26, 2006

41. Prohibited Transaction Issue

    By chris, October 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • October 20, 2006

42. full vesting when company is sold

    By Santo Gold, October 20, 2006
    • 2 replies
    • 1.7k views
    • 
    • 12AX7
    • October 20, 2006

43. Some Kind of PT

    By Medusa, October 18, 2006
    • 2 replies
    • 1.6k views
    • 
    • Medusa
    • October 19, 2006

44. New Limits

    By Randy Watson, October 17, 2006
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • October 18, 2006

45. Max dc contribution in separate plans

    By Guest Lil Anderson, October 12, 2006
    • 7 replies
    • 2.3k views
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    • Below Ground
    • October 13, 2006

46. Safe Harbor or General Nondiscrimination Test

    By Guest mhicks, October 6, 2006
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 6, 2006

47. Forfeiture Allocation

    By Guest perplexedbypensions, October 5, 2006
    • 1 reply
    • 1.8k views
    • 
    • Effen
    • October 5, 2006

48. Employer leaves a multiple Employer Plan

    By jkharvey, October 4, 2006
    • 0 replies
    • 1.6k views
    • 
    • jkharvey
    • October 4, 2006

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

    By Basically, October 2, 2006
    • 3 replies
    • 1.8k views
    • 
    • david rigby
    • October 3, 2006

50. Insurance in a 401(k) plan

    By Guest erepper, October 3, 2006
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • October 3, 2006