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Retirement Plans in General

5,781 topics in this forum

  1. Alternative Methods for Determining Fees in Lieu of Revenue Sharing

    By rocknrolls2,
    • 2 replies
    • 710 views

  2. Return of non-deductible contributions

    By dan.jock,
    • 2 replies
    • 1.2k views

  3. Merging two plans

    By Guest cascigm,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  4. Change in vesting rules

    By pbarrett,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  5. 415 limits in DC plans

    By Santo Gold,
    • 2 replies
    • 1.4k views

  6. Purchase of Real Estate in a Qualified Plan

    By Guest lthorne11,
    • 2 replies
    • 1.6k views

  7. 2016 IRS Benefits & Contributions Limits Announced

    By Carol V. Calhoun,   
    • 2 replies
    • 1.5k views

  8. What is TPA exposure for reporting late deferrals on 5500?

    By BG5150,
    • 2 replies
    • 1.4k views

  9. If a company had only one owner-operator, who administers its retirement plan after her death?

    By Peter Gulia,
    • 2 replies
    • 719 views

  10. using IRA funds to purchase a business

    By Guest jigpsu,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  11. Employer contribution paid on time but not allocated timely

    By Tom,
    • 2 replies
    • 1.2k views

  12. EGTRRA Changes to Involuntary Cash-out Rules - Effective Date?

    By Guest sgb,
    • 2 replies
    • 1.9k views

  13. Protecting Plan Assets upon plan termination

    By dmb,
    • 2 replies
    • 965 views

  14. Very confusing item on form 5307

    By Trekker,
    • 2 replies
    • 1.3k views

  15. Amendment to "unfreeze" a previously frozen money purchase p

    By davef,
    • 2 replies
    • 1.9k views

  16. 401k moving to a 403b?

    By Santo Gold,
    • 2 replies
    • 986 views

  17. Former employees and top-heavy tests

    By Guest Enda80,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  18. Balance Forward PS Plan and Interim Valuation

    By Susan S.,
    • 2 replies
    • 2.1k views

  19. Last Day of Plan Year is Plan Entry Date

    By Guest,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  20. W2 compensation - child support

    By perplexedbypensions,
    • 2 replies
    • 2.3k views

  21. Lifetime income illustrations - when annual statement was previously sent

    By Belgarath,
    • 2 replies
    • 667 views

  22. confused about compensation for determining benefits & top heavy

    By Jakyasar,
    • 2 replies
    • 680 views

  23. Eligibility--Counting hours worked as student in work-study program

    By Guest MAK13,
    • 2 replies
    • 910 views
    • Guest
    • Guest

  24. Controlled Groups and SEP's

    By Guest,
    • 2 replies
    • 1.4k views

  25. ERISA Bond question

    By Scuba 401,
    • 2 replies
    • 986 views

  26. SE Income Calculation

    By Dawn Hafner,
    • 2 replies
    • 3.1k views

  27. Using Surplus DB Assets

    By DP,
    • 2 replies
    • 1.3k views

  28. Must unallocated forfeitures (suspense account) be reallocated among participants pursuant to a spin-off from a 401(k)/PSP?

    By smm,
    • 2 replies
    • 6.1k views

  29. Small 501(c)3 looking to establish Benefit Program

    By Guest Nicholas,
    • 2 replies
    • 3.4k views

  30. Combined 401(k) and DB Trust

    By Guest Spock,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  31. Can you be subject to PBGC (Title IV) when not subject to Title I of ERISA

    By mrchappers,
    • 2 replies
    • 732 views

  32. ESOP Distribution installments after 5 years

    By O shack Hennesy,   
    • 2 replies
    • 1.1k views

  33. Setting up a Money Purchase Plan

    By Guest localname,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  34. Same sex marriage

    By dmb,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  35. Charging expenses to terminated participants' accounts

    By Guest terric,
    • 2 replies
    • 1.7k views

  36. Top Heavy and Key employees

    By Lori H,
    • 2 replies
    • 1.1k views

  37. Is pension plan vulnerable to lawsuit against corporation??

    By dmb,
    • 2 replies
    • 1.8k views

  38. Can an RMD based on an IRA balance be satisfied by taking the required

    By Guest Kathleen Fouquet,
    • 2 replies
    • 1.4k views

  39. Controlled Group/Multiple Employer Question

    By Archimage,
    • 2 replies
    • 1k views

  40. Settlor Fees?

    By Dougsbpc,
    • 2 replies
    • 2.5k views

  41. IRS Levy

    By Brenda Wren,
    • 2 replies
    • 1.1k views

  42. Short Plan Year

    By pam@bbm,
    • 2 replies
    • 1.2k views

  43. controlled group with attribution

    By Santo Gold,
    • 2 replies
    • 762 views

  44. Spinoff Unrelated entity

    By 52626,
    • 2 replies
    • 914 views

  45. MEP and Real Estate Firms

    By Below Ground,
    • 2 replies
    • 3k views

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

    By Lori Foresz,
    • 2 replies
    • 1.5k views

  47. Combined 415 limits for an individual who is a participant (partner) i

    By Moe Howard,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  48. Qualified replacement plan related - QRP - excess assets for charitable organizations

    By Jakyasar,
    • 2 replies
    • 742 views

  49. Proxy Statements- a repeat question

    By Guest meggie,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  50. Davis-Bacon Plan Design

    By Guest SDR,
    • 2 replies
    • 1.5k views
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