Retirement Plans in General

5,753 topics in this forum

1. Returned from ASPPA

   By Tom Poje, November 9, 2005
   • 18 replies
   • 3.8k views
   • 
   • Guest
   • November 11, 2005

2. "Plan Year Compensation" under 1.401(a)(4)-12 for safe harbor dc plan - inconsistent results

   By AndyH, November 4, 2005
   • 2 replies
   • 2.7k views
   • 
   • AndyH
   • November 4, 2005

3. Notice of intent to levy

   By Guest lustig, November 2, 2005
   • 2 replies
   • 2.2k views
   • 
   • WDIK
   • November 2, 2005

4. Can litigation expenses be paid from plan assets?

   By Guest Grumpy455, November 1, 2005
   • 10 replies
   • 4.8k views
   • 
   • Belgarath
   • November 2, 2005

5. PTE 77-4

   By Guest psgross, November 1, 2005
   • 2 replies
   • 6.2k views
   • 
   • Guest
   • November 2, 2005

6. Business establish after effective date of Plan?

   By jane123, October 31, 2005
   • 3 replies
   • 1.6k views
   • 
   • jane123
   • November 1, 2005

7. Control Group Brother-sister relationship

   By Stevo-PDX, October 26, 2005
   • 5 replies
   • 3.2k views
   • 
   • Belgarath
   • November 16, 2005

8. Prohibited Transaction - Interplay of Tier One Tax and Tier 2 Tax

   By Guest Edward McElroy, October 25, 2005
   • 4 replies
   • 1.7k views
   • 
   • saabraa
   • October 27, 2005

9. ASPPA conference

   By Tom Poje, October 24, 2005
   • 3 replies
   • 1.9k views
   • 
   • Leopurrd
   • October 24, 2005

10. accrual vs cash basis of accounting and reporting

    By Santo Gold, October 21, 2005
    • 3 replies
    • 4.6k views
    • 
    • Santo Gold
    • October 21, 2005

11. How do you convert a cash balance plan lump sum to an annuity commencing before normal retirement age.

    By Guest jbruggemanjb, October 21, 2005
    • 1 reply
    • 3.6k views
    • 
    • Effen
    • October 21, 2005

12. vesting credit

    By Guest gwj57, October 20, 2005
    • 10 replies
    • 3.5k views
    • 
    • My 2 cents
    • September 26, 2016

13. Husband and wife, each with their own businesses

    By Guest oxdougw, October 19, 2005
    • 5 replies
    • 2k views
    • 
    • Guest
    • October 25, 2005

14. Annual addition limit / control group

    By Guest terric, October 17, 2005
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 19, 2005

15. PS Plan Deduction

    By David, October 15, 2005
    • 6 replies
    • 2k views
    • 
    • AndyH
    • October 17, 2005

16. Limits for 2006

    By Belgarath, October 14, 2005
    • 0 replies
    • 1.5k views
    • 
    • Belgarath
    • October 14, 2005

17. Required minimum distribution, death, and multiple beneficiaries

    By Guest lhinson, October 13, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • October 24, 2005

18. Sponsorship of Prototype Plan

    By Guest dobsonlaw, October 12, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 12, 2005

19. Unrelated Business Income Tax

    By bdeancpa, October 11, 2005
    • 6 replies
    • 2.3k views
    • 
    • JAY21
    • October 12, 2005

20. Participant loan exceeds $50,000.00

    By Guest terric, October 11, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 11, 2005

21. Aggregating Rollover Amounts in a DB Plan in Determining Plan Loan Amount

    By Guest Edward McElroy, October 10, 2005
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2005

22. Terminating Plans-IRA Mandatory Rollover Amendments

    By JAY21, October 6, 2005
    • 3 replies
    • 1.5k views
    • 
    • JAY21
    • October 7, 2005

23. What is a Pension Trust?

    By Guest jcarlos, October 5, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 5, 2005

24. Temporary Workers - Service Credit

    By Guest ircreader, October 4, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 11, 2005

25. Sole Proprietor's Spouse

    By bzorc, October 3, 2005
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • October 4, 2005

26. Document & 5500 software

    By Santo Gold, October 2, 2005
    • 11 replies
    • 2.7k views
    • 
    • RTK
    • October 5, 2005

27. the compromise pension bill and vesting

    By Tom Poje, September 29, 2005
    • 1 reply
    • 1.6k views
    • 
    • stephen
    • September 29, 2005

28. Affiliated Service Group Question

    By Dougsbpc, September 28, 2005
    • 6 replies
    • 2.8k views
    • 
    • smm
    • September 30, 2005

29. Mass-Submitter v. Non-Mass Submitter

    By Guest jcarlos, September 28, 2005
    • 5 replies
    • 2.2k views
    • 
    • WDIK
    • September 29, 2005

30. Pension distributions - transfer of data

    By waid10, September 27, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • September 28, 2005

31. Disability Distributions-20% withholding

    By JAY21, September 21, 2005
    • 0 replies
    • 1.5k views
    • 
    • JAY21
    • September 21, 2005

32. Profit Sharing Plan with Permitted Disparity

    By Guest TGinthe'Ville, September 20, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 20, 2005

33. Code Section 401(a)(26) and One Paticipant DB Plan Maintained by One of Five Shareholders in a Medical Practice

    By Guest Edward McElroy, September 15, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 16, 2005

34. Hurricane Relief for Qualified Plans

    By jevd, September 15, 2005
    • 0 replies
    • 1.1k views
    • 
    • jevd
    • September 15, 2005

35. Need cite for why pre-funding HCE PS is wrong

    By AlbanyConsultant, September 14, 2005
    • 17 replies
    • 4.5k views
    • 
    • Guest
    • September 15, 2005

36. TPA and financial fees paid to the TPA

    By Guest R. Daestrom, September 14, 2005
    • 5 replies
    • 2.1k views
    • 
    • E as in ERISA
    • September 19, 2005

37. Self-Employed Deferrals

    By Guest rhector12, September 12, 2005
    • 2 replies
    • 3.3k views
    • 
    • Guest
    • September 13, 2005

38. buy/sell agreements

    By Guest R. Daestrom, September 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • September 7, 2005

39. Can a trust be a plan sponsor?

    By Guest LMalone, September 6, 2005
    • 7 replies
    • 3.1k views
    • 
    • E as in ERISA
    • September 8, 2005

40. buying life insurance with rollover money

    By Santo Gold, September 6, 2005
    • 5 replies
    • 2.2k views
    • 
    • mbozek
    • September 10, 2005

41. Employee contributions

    By Guest pepe100, September 6, 2005
    • 2 replies
    • 1.4k views
    • 
    • Lori Friedman
    • September 6, 2005

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

    By jevd, September 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • jevd
    • September 2, 2005

43. Allowing Directed Investments = Protected Benefit?

    By chris, September 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Alf
    • September 2, 2005

44. Providing a TPA quote when you are already the TPA

    By Santo Gold, August 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • August 31, 2005

45. Improving the understanding of DB plans

    By david rigby, August 26, 2005
    • 1 reply
    • 5.7k views
    • 
    • Belgarath
    • August 26, 2005

46. Automatic/Forced IRA Rollovers

    By ljr, August 26, 2005
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • August 26, 2005

47. Safe Harbor 401k-Active Military

    By Guest curmudgeon, August 26, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 26, 2005

48. Phased Retirement - Ideas?

    By waid10, August 12, 2005
    • 9 replies
    • 1.9k views
    • 
    • Erik Read
    • September 1, 2005

49. Paying contribution in "kind"

    By K-t-F, August 11, 2005
    • 12 replies
    • 1.8k views
    • 
    • Erik Read
    • September 1, 2005

50. 2 incomes, k-1 and w2...what to do?

    By Guest carsonv, August 10, 2005
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • August 11, 2005