Retirement Plans in General

5,764 topics in this forum

1. 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

2. Opinions on "The Pension Answer Book"

   By Guest mrjones, February 27, 2005
   • 45 replies
   • 9.6k views
   • 
   • Effen
   • October 11, 2005

3. Participant loan exceeds $50,000.00

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

4. Terminating Plans-IRA Mandatory Rollover Amendments

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

5. Document & 5500 software

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

6. What is a Pension Trust?

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

7. Sole Proprietor's Spouse

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

8. Affiliated Service Group Question

   By Dougsbpc, September 28, 2005
   • 6 replies
   • 2.9k views
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   • smm
   • September 30, 2005

9. the compromise pension bill and vesting

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

10. Mass-Submitter v. Non-Mass Submitter

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

11. Pension distributions - transfer of data

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

12. Disability Distributions-20% withholding

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

13. Profit Sharing Plan with Permitted Disparity

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

14. 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

15. 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

16. Hurricane Relief for Qualified Plans

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

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

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

18. Self-Employed Deferrals

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

19. buying life insurance with rollover money

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

20. 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

21. buy/sell agreements

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

22. Employee contributions

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

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

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

24. Allowing Directed Investments = Protected Benefit?

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

25. Paying contribution in "kind"

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

26. Phased Retirement - Ideas?

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

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

    By Santo Gold, August 30, 2005
    • 4 replies
    • 1.5k views
    • 
    • WDIK
    • August 31, 2005

28. Automatic/Forced IRA Rollovers

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

29. Improving the understanding of DB plans

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

30. Safe Harbor 401k-Active Military

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

31. Do sabbaticals count for service?

    By Guest ddv, August 3, 2005
    • 4 replies
    • 2.4k views
    • 
    • JDuns
    • August 22, 2005

32. Consequences for not having Fidelity Bond?

    By jkharvey, August 9, 2005
    • 16 replies
    • 6.6k views
    • 
    • Guest
    • August 15, 2005

33. 2 incomes, k-1 and w2...what to do?

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

34. How is value defined for Section 318 purposes?

    By Guest HelpMeHelpYou, August 10, 2005
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • August 10, 2005

35. Earned Income and 30% Limit under 1.401-10(c)(3)(i)

    By Guest EMM118, August 5, 2005
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • August 5, 2005

36. Party in interest?

    By eilano, July 28, 2005
    • 0 replies
    • 1.1k views
    • 
    • eilano
    • July 28, 2005

37. After-tax rollover into a qualified plan. Problem?

    By Santo Gold, July 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 27, 2005

38. Orphan Sole proprietor Plan-What to do?

    By jane123, July 24, 2005
    • 3 replies
    • 1.5k views
    • 
    • No Name
    • July 25, 2005

39. Taxation on oversea retirement plans

    By Guest pepe100, July 23, 2005
    • 1 reply
    • 1.1k views
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    • david rigby
    • July 23, 2005

40. TPA ethical question

    By Santo Gold, July 21, 2005
    • 5 replies
    • 1.8k views
    • 
    • JanetM
    • July 21, 2005

41. Determination Letter Application

    By Guest lvegas, February 22, 2005
    • 7 replies
    • 1.9k views
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    • Alf
    • July 21, 2005

42. Money Purchase amendmed to PS w/ 401(k)

    By R. Butler, July 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • July 21, 2005

43. Controlled group breakup on the horizon, can we spin off one group's members to a new plan to lower the 2006 beg of yr participant count so no 2006 audit is rqrd?

    By Beltane, July 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 21, 2005

44. Deemed Roth IRA Contribution Limits and Nondiscrimination

    By Guest johnpetrancosta, July 20, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 20, 2005

45. Blank pages required when filing 5330 form?

    By Beltane, July 16, 2005
    • 3 replies
    • 1.3k views
    • 
    • No Name
    • July 19, 2005

46. Missing Beneficiary

    By chris, July 19, 2005
    • 0 replies
    • 1.1k views
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    • chris
    • July 19, 2005

47. Synopsis of Changes

    By SMB, July 18, 2005
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • July 19, 2005

48. Designating a Beneficiary

    By Guest pepe100, July 18, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • July 18, 2005

49. Audit Requirements?

    By chris, July 12, 2005
    • 7 replies
    • 1.5k views
    • 
    • jquazza
    • July 15, 2005

50. contributions

    By Felicia, July 14, 2005
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • July 14, 2005