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Retirement Plans in General

5,753 topics in this forum

  1. payroll period vs. date check issued

    By Guest durktracy,
    • 2 replies
    • 2k views

  2. 408(b)(2) Reasonable Contract or Arrangement

    By J2D2,
    • 2 replies
    • 1.4k views
    • jpod
    • jpod

  3. new plan limits

    By Tom Poje,
    • 2 replies
    • 874 views

  4. Different eligibility conditions - discriminatory?

    By Santo Gold,
    • 2 replies
    • 646 views
    • Bri
    • Bri

  5. I'm looking for a record keeping system

    By Guest KCW,
    • 2 replies
    • 5.3k views
    • Guest
    • Guest

  6. Submission for Determination - problem

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

  7. Adopting Employer

    By Rai401k,
    • 2 replies
    • 1.4k views

  8. Allowing Directed Investments = Protected Benefit?

    By chris,
    • 2 replies
    • 1.2k views
    • Alf
    • Alf

  9. Part-timer request for SPD

    By dmwe,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  10. DC plan did not restate for Cycle 3

    By Jakyasar,
    • 2 replies
    • 1.3k views

  11. Can a profit sharing distribution be rolled over to a new employer's

    By Moe Howard,
    • 2 replies
    • 1.7k views

  12. Commingling DB & Participant Directed DC Assets

    By Dennis Povloski,
    • 2 replies
    • 1.5k views

  13. Termination date

    By Guest JPIngold,
    • 2 replies
    • 1.1k views
    • GMK
    • GMK

  14. Can the current Congress do tax legislation on a simple-majority vote?

    By Peter Gulia,   
    • 2 replies
    • 451 views

  15. Compensation Test

    By AndyH,
    • 2 replies
    • 1.2k views

  16. Non Profit Entity as Plan Trustee

    By Christine Roberts,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  17. Crediting Service | Employee moves from foreign entity to US entity

    By DCqanda,   
    • 2 replies
    • 896 views

  18. Affiliated Service Group and 5% owner determination

    By Trekker,
    • 2 replies
    • 3.5k views

  19. Having trouble getting my retirement checks to Phillipines from U.S. company

    By Judge Mental,
    • 2 replies
    • 992 views

  20. Lifetime Income Illustrations - What is the formula?

    By MrsMacias,   
    • 2 replies
    • 740 views

  21. automatic enrollment exception for small businesses

    By Santo Gold,
    • 2 replies
    • 823 views

  22. Voluntary contribution if none by NHCE

    By Guest JCD,
    • 2 replies
    • 1.2k views

  23. "Performing services" in ASG analysis

    By J2D2,
    • 2 replies
    • 1.2k views

  24. Will income tax changes kill retirement plan tax advantage?

    By Flyboyjohn,
    • 2 replies
    • 441 views

  25. Controlled group and Affiliated Group Husband Wife

    By Heather Lynn,
    • 2 replies
    • 1.1k views

  26. Deceased employee vesting

    By Basically,
    • 2 replies
    • 765 views

  27. 401(a)(17) & Plan Formula Change

    By wmyer,
    • 2 replies
    • 1.2k views

  28. SEP Plan Question

    By Guest Enda80,
    • 2 replies
    • 1.1k views

  29. In-kind Transfer for 401(k) plan from old trustee to new trustee

    By Guest kdddk14,
    • 2 replies
    • 1.8k views
    • Bird
    • Bird

  30. Two New 402(f) Notices

    By buckaroo,
    • 2 replies
    • 1k views

  31. Privacy Issues as relates to TPA

    By Guest bwaller,
    • 2 replies
    • 1.2k views

  32. Deductibility of Contributions

    By 401_noob,   
    • 2 replies
    • 516 views

  33. Bond requirements for Key HCEs only

    By Cynchbeast,
    • 2 replies
    • 961 views

  34. Retirement Plans for employees who retire before age 65?

    By Guest Barb,
    • 2 replies
    • 1.4k views

  35. Rule of parity when using a 6 month requirement for eligibility and de

    By Guest LMalone,
    • 2 replies
    • 1.7k views

  36. Sole Props

    By Earl,
    • 2 replies
    • 1.5k views

  37. financial planning after age 50

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

  38. Any Relief Granted by IRS to Disaster Area Victims?

    By jevd,
    • 2 replies
    • 1.2k views

  39. Controlled Group

    By Effen,
    • 2 replies
    • 1.8k views

  40. Deductibility of Accrued Profit Sharing

    By Nassau,
    • 2 replies
    • 8.2k views

  41. PLR's as Precedent?

    By Guest JD Colville,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  42. Participation by non-resident aliens

    By Guest DonnaD,
    • 2 replies
    • 1.2k views

  43. Timely Mailing Treated as Timely Filing

    By Kevin C,
    • 2 replies
    • 1.3k views

  44. Definition of Non-Deductible contribution

    By Cynchbeast,
    • 2 replies
    • 1.1k views

  45. Rollover within plan from mutual fund family to insurance company? can

    By Guest kmamka,
    • 2 replies
    • 1.4k views

  46. Participant Statements

    By betheeg,
    • 2 replies
    • 1.3k views

  47. Partnership deposit deadline

    By B21,
    • 2 replies
    • 2.1k views

  48. IRC 404 Deduction limit

    By jkharvey,
    • 2 replies
    • 2.5k views

  49. pooled plan - showing fees (or not) on participant statements

    By AlbanyConsultant,
    • 2 replies
    • 1k views

  50. What are the differences between the "non-traditional" OBRA

    By Guest Brandi King,
    • 2 replies
    • 1.5k views
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