Retirement Plans in General

5,753 topics in this forum

1. How is value defined for Section 318 purposes?

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

2. Consequences for not having Fidelity Bond?

   By jkharvey, August 9, 2005
   • 16 replies
   • 6.5k views
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   • Guest
   • August 15, 2005

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

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

4. Do sabbaticals count for service?

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

5. Party in interest?

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

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

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

7. Orphan Sole proprietor Plan-What to do?

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

8. 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

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

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

10. TPA ethical question

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

11. 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
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    • Guest
    • July 21, 2005

12. Deemed Roth IRA Contribution Limits and Nondiscrimination

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

13. Missing Beneficiary

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

14. Synopsis of Changes

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

15. Designating a Beneficiary

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

16. Blank pages required when filing 5330 form?

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

17. contributions

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

18. Small Business Tax Credit

    By Guest LSULLIVAN, July 12, 2005
    • 3 replies
    • 2.7k views
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    • WDIK
    • July 12, 2005

19. Audit Requirements?

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

20. Real Estate Transaction

    By No Name, July 10, 2005
    • 6 replies
    • 1.9k views
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    • JAY21
    • July 12, 2005

21. Now a controlled group

    By Guest RBlaine, July 5, 2005
    • 2 replies
    • 1.3k views
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    • Guest
    • July 6, 2005

22. QSLOB's 50 employee rule.

    By katieinny, June 30, 2005
    • 0 replies
    • 1.6k views
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    • katieinny
    • June 30, 2005

23. How often must non-marketable employer securities be valued?

    By katieinny, June 30, 2005
    • 3 replies
    • 1.1k views
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    • mbozek
    • June 30, 2005

24. Military Leave Prior to USERRA Enactment

    By waid10, June 29, 2005
    • 0 replies
    • 1k views
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    • waid10
    • June 29, 2005

25. Remedial Amendment Period Question

    By Guest Patrick Foley, June 28, 2005
    • 0 replies
    • 1k views
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    • Guest
    • June 28, 2005

26. Custom Benefit Plan?

    By Guest 10graham43, June 27, 2005
    • 0 replies
    • 1k views
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    • Guest
    • June 27, 2005

27. Form 712 needed for life insurance in plan?

    By Belgarath, June 27, 2005
    • 3 replies
    • 11.8k views
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    • Ron Snyder
    • July 1, 2005

28. Is this person a Key or Highly Compensated Employee/Standardized prototype question.

    By Beltane, June 23, 2005
    • 5 replies
    • 2.1k views
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    • Beltane
    • June 23, 2005

29. Do the automatic rollover rules apply to the spouse of a deceased participant?

    By katieinny, June 20, 2005
    • 1 reply
    • 1.7k views
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    • WDIK
    • June 22, 2005

30. Effective date of plan

    By Guest picwrc, June 16, 2005
    • 2 replies
    • 1.3k views
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    • Guest
    • June 16, 2005

31. Contribution requirement for Money Purchase Plan

    By Guest 401kadmin, June 9, 2005
    • 1 reply
    • 1.2k views
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    • JAY21
    • June 9, 2005

32. Form 1065, Schedule K-1

    By Belgarath, June 8, 2005
    • 7 replies
    • 15.4k views
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    • BeckyMiller
    • June 29, 2005

33. New Vendor - Rollover

    By waid10, June 8, 2005
    • 0 replies
    • 1.1k views
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    • waid10
    • June 8, 2005

34. Amended vesting schedule affect on terminated employees

    By Guest jsample, June 3, 2005
    • 3 replies
    • 2.4k views
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    • Guest
    • June 6, 2005

35. Pension Earnings

    By Guest psgross, June 3, 2005
    • 1 reply
    • 1.2k views
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    • WDIK
    • June 3, 2005

36. change of beneficiary desingnation form via power of attorney

    By Guest jigpsu100, June 3, 2005
    • 2 replies
    • 2k views
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    • chris
    • June 3, 2005

37. Davis-Bacon/Prevailing Wage plan vesting

    By rcline46, June 3, 2005
    • 10 replies
    • 3.9k views
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    • Kirk Maldonado
    • June 10, 2005

38. Exclusive Benefit Rule

    By Guest TroyRiley, June 2, 2005
    • 2 replies
    • 1.9k views
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    • R. Butler
    • June 3, 2005

39. Increase Normal Retirement Age

    By Guest DTrom, May 26, 2005
    • 9 replies
    • 2.7k views
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    • mbozek
    • May 27, 2005

40. Controlled group? Must they all be covered?

    By jane123, May 25, 2005
    • 7 replies
    • 2k views
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    • jane123
    • May 26, 2005

41. ROLLOVERS

    By Guest TroyRiley, May 24, 2005
    • 4 replies
    • 1.3k views
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    • JDuns
    • May 25, 2005

42. Contributions--timing of

    By Felicia, May 20, 2005
    • 2 replies
    • 1.2k views
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    • Effen
    • May 20, 2005

43. Can we use the Average Benefits Test?

    By Guest CharlieLaur, May 16, 2005
    • 5 replies
    • 2k views
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    • AndyH
    • May 17, 2005

44. Plan TTEE dies... co-trustee (wife) cant find doc....

    By K-t-F, May 13, 2005
    • 1 reply
    • 1.2k views
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    • mbozek
    • May 13, 2005

45. "Way out there" question re: life insurance in a QP

    By SMB, May 11, 2005
    • 3 replies
    • 1.3k views
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    • Guest
    • May 12, 2005

46. Immediate Annuity Quotes

    By Lynn Campbell, May 4, 2005
    • 2 replies
    • 1.5k views
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    • AndyH
    • May 5, 2005

47. bankruptsy abuse prevention and consumer protection act

    By Guest lskin, April 28, 2005
    • 3 replies
    • 1.2k views
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    • Guest
    • April 29, 2005

48. Redemption fees

    By Guest cgodfrey, April 26, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • April 26, 2005

49. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 1.8k views
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    • jaemmons
    • April 28, 2005

50. Plan Amendment and Entry Date

    By DP, April 25, 2005
    • 10 replies
    • 2.4k views
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    • DP
    • April 26, 2005