Retirement Plans in General

5,796 topics in this forum

1. Controlled Group Question

   By Guest carsonv, December 7, 2005
   • 1 reply
   • 1.3k views
   • 
   • Archimage
   • December 7, 2005

2. TEFRA/DEFRA/REA

   By waid10, December 5, 2005
   • 2 replies
   • 3.2k views
   • 
   • saabraa
   • December 6, 2005

3. Tax Withholding on a minimum required distribution

   By Guest terric, December 1, 2005
   • 1 reply
   • 2.3k views
   • 
   • R. Butler
   • December 5, 2005

4. Section 404 excess and plan termination

   By Sully, November 30, 2005
   • 7 replies
   • 2.8k views
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   • Guest
   • December 2, 2005

5. Submission of Vol. Submitter Adopter

   By chris, November 30, 2005
   • 2 replies
   • 1.7k views
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   • WDIK
   • November 30, 2005

6. Prohibited Transaction?

   By eilano, November 30, 2005
   • 2 replies
   • 1.8k views
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   • Blinky the 3-eyed Fish
   • November 30, 2005

7. TPA service issues

   By eilano, November 17, 2005
   • 6 replies
   • 2.6k views
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   • Erik Read
   • November 23, 2005

8. Controlled Group

   By Effen, November 16, 2005
   • 2 replies
   • 1.8k views
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   • Blinky the 3-eyed Fish
   • November 22, 2005

9. Control Group Brother-sister relationship

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

10. 404(c) and brokerage accounts

    By AlbanyConsultant, November 10, 2005
    • 4 replies
    • 3.2k views
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    • Erik Read
    • November 15, 2005

11. Granting Hypothetical Service in a DB Plan

    By Guest Grumpy456, November 15, 2005
    • 1 reply
    • 1.9k views
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    • Blinky the 3-eyed Fish
    • November 15, 2005

12. Owner excluding union employees from plan

    By Guest Mr. Relaxation, November 5, 2003
    • 7 replies
    • 3.2k views
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    • Guest
    • November 14, 2005

13. 2 Incomes employee and self employed

    By Guest szaidman, November 14, 2005
    • 1 reply
    • 1.6k views
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    • Bird
    • November 14, 2005

14. Returned from ASPPA

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

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

    By AndyH, November 4, 2005
    • 2 replies
    • 2.8k views
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    • AndyH
    • November 4, 2005

16. Notice of intent to levy

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

17. Can litigation expenses be paid from plan assets?

    By Guest Grumpy455, November 1, 2005
    • 10 replies
    • 4.9k views
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    • Belgarath
    • November 2, 2005

18. PTE 77-4

    By Guest psgross, November 1, 2005
    • 2 replies
    • 6.3k views
    • 
    • Guest
    • November 2, 2005

19. Business establish after effective date of Plan?

    By jane123, October 31, 2005
    • 3 replies
    • 1.7k views
    • 
    • jane123
    • November 1, 2005

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

    By Guest Edward McElroy, October 25, 2005
    • 4 replies
    • 1.8k views
    • 
    • saabraa
    • October 27, 2005

21. Husband and wife, each with their own businesses

    By Guest oxdougw, October 19, 2005
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • October 25, 2005

22. ASPPA conference

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

23. Required minimum distribution, death, and multiple beneficiaries

    By Guest lhinson, October 13, 2005
    • 4 replies
    • 3k views
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    • Guest
    • October 24, 2005

24. accrual vs cash basis of accounting and reporting

    By Santo Gold, October 21, 2005
    • 3 replies
    • 4.7k views
    • 
    • Santo Gold
    • October 21, 2005

25. 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
    • 3.8k views
    • 
    • Effen
    • October 21, 2005

26. Annual addition limit / control group

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

27. PS Plan Deduction

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

28. Limits for 2006

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

29. 1979 PBGC Disabled Mortality Table

    By Guest HarveyC, June 3, 2003
    • 4 replies
    • 3.4k views
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    • WDIK
    • October 12, 2005

30. Unrelated Business Income Tax

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

31. Sponsorship of Prototype Plan

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

32. Temporary Workers - Service Credit

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

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

    By Guest Edward McElroy, October 10, 2005
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • October 11, 2005

34. Opinions on "The Pension Answer Book"

    By Guest mrjones, February 27, 2005
    • 45 replies
    • 9.7k views
    • 
    • Effen
    • October 11, 2005

35. Participant loan exceeds $50,000.00

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

36. Terminating Plans-IRA Mandatory Rollover Amendments

    By JAY21, October 6, 2005
    • 3 replies
    • 1.6k views
    • 
    • JAY21
    • October 7, 2005

37. Document & 5500 software

    By Santo Gold, October 2, 2005
    • 11 replies
    • 2.8k views
    • 
    • RTK
    • October 5, 2005

38. What is a Pension Trust?

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

39. Sole Proprietor's Spouse

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

40. Affiliated Service Group Question

    By Dougsbpc, September 28, 2005
    • 6 replies
    • 3k views
    • 
    • smm
    • September 30, 2005

41. the compromise pension bill and vesting

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

42. Mass-Submitter v. Non-Mass Submitter

    By Guest jcarlos, September 28, 2005
    • 5 replies
    • 2.3k views
    • 
    • WDIK
    • September 29, 2005

43. Pension distributions - transfer of data

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

44. Disability Distributions-20% withholding

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

45. Profit Sharing Plan with Permitted Disparity

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

46. TPA and financial fees paid to the TPA

    By Guest R. Daestrom, September 14, 2005
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 19, 2005

47. 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

48. Hurricane Relief for Qualified Plans

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

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

    By AlbanyConsultant, September 14, 2005
    • 17 replies
    • 4.6k views
    • 
    • Guest
    • September 15, 2005

50. Self-Employed Deferrals

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