Retirement Plans in General

5,772 topics in this forum

1. Affiliated Service Group

   By JAY21, June 6, 2006
   • 4 replies
   • 1.4k views
   • 
   • Kirk Maldonado
   • June 16, 2006

2. Eligibility rules following change to covered status

   By AndyH, June 6, 2006
   • 4 replies
   • 1.4k views
   • 
   • AndyH
   • June 6, 2006

3. Key Employee definition

   By Santo Gold, June 2, 2006
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • June 2, 2006

4. Electronic Beneficiary Designations

   By Guest TrustMe401k, June 2, 2006
   • 1 reply
   • 1.7k views
   • 
   • JanetM
   • June 2, 2006

5. SS-4

   By Archimage, May 24, 2006
   • 3 replies
   • 1.6k views
   • 
   • wsp
   • June 17, 2006

6. 415 Self Employed

   By Guest mcw, May 24, 2006
   • 9 replies
   • 1.7k views
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   • saabraa
   • May 24, 2006

7. Compensation from an LLC

   By Santo Gold, May 23, 2006
   • 8 replies
   • 2.6k views
   • 
   • Mike Preston
   • May 24, 2006

8. testing

   By Guest lskin, May 23, 2006
   • 9 replies
   • 1.9k views
   • 
   • Jim Norman
   • May 24, 2006

9. Compensation and highly compensated

   By Guest P Williamson, May 18, 2006
   • 1 reply
   • 1.1k views
   • 
   • WDIK
   • May 18, 2006

10. nonstandardized plans

    By Guest lskin, May 18, 2006
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • May 18, 2006

11. Who Technically Sponsors Orphan Plan -

    By namealreadyinuse, May 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • Ron Snyder
    • May 19, 2006

12. Employer Stock

    By Guest TCP, May 17, 2006
    • 3 replies
    • 1.6k views
    • 
    • WDIK
    • May 23, 2006

13. Clarification on Definition of W-2 Compensation

    By Guest TPA4ADAY, May 17, 2006
    • 0 replies
    • 4.8k views
    • 
    • Guest
    • May 17, 2006

14. Key Employee Determination

    By Guest DTromb, May 17, 2006
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • May 18, 2006

15. Employment conditions

    By Belgarath, May 16, 2006
    • 29 replies
    • 5.5k views
    • 
    • rcline46
    • May 19, 2006

16. Prohibited transaction -- 408(d) exemption takeback

    By Guest Clio, May 15, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2006

17. Discriminatory plan

    By Belgarath, May 11, 2006
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • May 12, 2006

18. Prohibited transactions

    By Guest lskin, May 11, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • May 11, 2006

19. What is a master trust?

    By Guest Boilerburm1, May 10, 2006
    • 6 replies
    • 18.9k views
    • 
    • jevd
    • May 12, 2006

20. Prohibited Transaction

    By Guest lskin, May 3, 2006
    • 5 replies
    • 1.5k views
    • 
    • GBurns
    • May 5, 2006

21. Life insurance

    By SMB, May 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • May 5, 2006

22. Target Benefit Investment options

    By Santo Gold, April 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 28, 2006

23. Cost Effective Software for Combined Plan Testing

    By Guest EMM118, April 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 28, 2006

24. Investment Advisors and fiduciary liability

    By katieinny, April 25, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 26, 2006

25. no plan sponsor

    By Guest BonnieG, April 21, 2006
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 21, 2006

26. 5500 Codes for Line 8a

    By Below Ground, April 21, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • April 21, 2006

27. Multiple Employer Plan Document

    By Archimage, April 20, 2006
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • April 24, 2006

28. Who is an HCE

    By Guest SDPension, April 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 20, 2006

29. Multiple Changes in Controlled Group Membership

    By Guest Grumpy456, April 18, 2006
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • April 27, 2006

30. Plan Entry Date

    By Guest CharlieLaur, April 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2006

31. ERISA protection

    By SMB, April 11, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • April 12, 2006

32. OASDI

    By PMC, April 5, 2006
    • 4 replies
    • 1.4k views
    • 
    • PMC
    • April 5, 2006

33. Top heavy issue in Multiple Employer Plan

    By Guest esi-jht, April 3, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 3, 2006

34. Corporation dissolved, plan continues

    By katieinny, March 30, 2006
    • 4 replies
    • 2.8k views
    • 
    • Ron Snyder
    • March 31, 2006

35. DOL Advisory Opinion 2006-03A

    By Jim Norman, March 29, 2006
    • 3 replies
    • 2k views
    • 
    • Belgarath
    • March 30, 2006

36. HCE

    By dmb, March 29, 2006
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • March 30, 2006

37. Compensation from K-1 or Sched C and IRC 179

    By AlbanyConsultant, March 24, 2006
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • April 10, 2006

38. unitized employer stock "fund"

    By Guest PMiller, March 23, 2006
    • 1 reply
    • 2.6k views
    • 
    • Kirk Maldonado
    • March 24, 2006

39. New IRS User Fees for 5307 Filings Effective After 2/1 or 7/1?

    By Guest EMM118, March 20, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • March 28, 2006

40. Different Waiting Periods/vesting for Different Groups of Employees

    By smm, March 20, 2006
    • 2 replies
    • 2k views
    • 
    • smm
    • March 22, 2006

41. What to count for top heavy

    By Santo Gold, March 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • March 18, 2006

42. Underage Employees

    By Dougsbpc, March 16, 2006
    • 4 replies
    • 2.2k views
    • 
    • Dougsbpc
    • March 17, 2006

43. Trustee RFP

    By alexa, March 16, 2006
    • 1 reply
    • 1.8k views
    • 
    • Ron Snyder
    • March 23, 2006

44. Administration Forms

    By Guest darkhorse11, March 16, 2006
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • March 16, 2006

45. Wants to Split W-2 Incom to get a part as 1099

    By katieinny, March 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • katieinny
    • March 10, 2006

46. Mandated Endorsements Under EGTRRA and ERTA

    By WDIK, March 9, 2006
    • 9 replies
    • 2.3k views
    • 
    • WDIK
    • March 13, 2006

47. Notice to Interested Parties notice-Determination Ltr

    By Beltane, March 9, 2006
    • 1 reply
    • 1.6k views
    • 
    • saabraa
    • March 9, 2006

48. top heavy status successor plan

    By R. Butler, March 7, 2006
    • 3 replies
    • 2.4k views
    • 
    • R. Butler
    • March 7, 2006

49. Termination prior to NRA

    By Guest LoloV, March 6, 2006
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • March 6, 2006

50. 415 limit with 2 businesses

    By betheeg, March 6, 2006
    • 5 replies
    • 1.6k views
    • 
    • betheeg
    • March 7, 2006