Retirement Plans in General

5,791 topics in this forum

1. Allowing Directed Investments = Protected Benefit?

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

2. Paying contribution in "kind"

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

3. Phased Retirement - Ideas?

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

4. 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

5. Automatic/Forced IRA Rollovers

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

6. 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

7. Safe Harbor 401k-Active Military

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

8. Do sabbaticals count for service?

   By Guest ddv, August 3, 2005
   • 4 replies
   • 2.5k views
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   • JDuns
   • August 22, 2005

9. Consequences for not having Fidelity Bond?

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

10. 2 incomes, k-1 and w2...what to do?

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

11. 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

12. 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

13. Party in interest?

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

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

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

15. Orphan Sole proprietor Plan-What to do?

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

16. Taxation on oversea retirement plans

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

17. TPA ethical question

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

18. Determination Letter Application

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

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

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

20. 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

21. Deemed Roth IRA Contribution Limits and Nondiscrimination

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

22. Blank pages required when filing 5330 form?

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

23. Missing Beneficiary

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

24. Synopsis of Changes

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

25. Designating a Beneficiary

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

26. Audit Requirements?

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

27. contributions

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

28. Small Business Tax Credit

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

29. Real Estate Transaction

    By No Name, July 10, 2005
    • 6 replies
    • 2k views
    • 
    • JAY21
    • July 12, 2005

30. Now a controlled group

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

31. Distribution of vested benefit, directly from employer checking accoun

    By Moe Howard, October 31, 2002
    • 23 replies
    • 3.4k views
    • 
    • KJohnson
    • July 5, 2005

32. Form 712 needed for life insurance in plan?

    By Belgarath, June 27, 2005
    • 3 replies
    • 12k views
    • 
    • Ron Snyder
    • July 1, 2005

33. QSLOB's 50 employee rule.

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

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

    By katieinny, June 30, 2005
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • June 30, 2005

35. Military Leave Prior to USERRA Enactment

    By waid10, June 29, 2005
    • 0 replies
    • 1.1k views
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    • waid10
    • June 29, 2005

36. Form 1065, Schedule K-1

    By Belgarath, June 8, 2005
    • 7 replies
    • 16.1k views
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    • BeckyMiller
    • June 29, 2005

37. Remedial Amendment Period Question

    By Guest Patrick Foley, June 28, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 28, 2005

38. Custom Benefit Plan?

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

39. 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

40. 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

41. Effective date of plan

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

42. Davis-Bacon/Prevailing Wage plan vesting

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

43. Contribution requirement for Money Purchase Plan

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

44. New Vendor - Rollover

    By waid10, June 8, 2005
    • 0 replies
    • 1.2k views
    • 
    • waid10
    • June 8, 2005

45. Amended vesting schedule affect on terminated employees

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

46. Pension Earnings

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

47. change of beneficiary desingnation form via power of attorney

    By Guest jigpsu100, June 3, 2005
    • 2 replies
    • 2.1k views
    • 
    • chris
    • June 3, 2005

48. Exclusive Benefit Rule

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

49. elimination of class of employees

    By Guest lindamichals, April 8, 2005
    • 5 replies
    • 2.2k views
    • 
    • jaemmons
    • May 31, 2005

50. Increase Normal Retirement Age

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