Retirement Plans in General

5,791 topics in this forum

1. Controlled group? Must they all be covered?

   By jane123, May 25, 2005
   • 7 replies
   • 2.1k views
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   • jane123
   • May 26, 2005

2. ROLLOVERS

   By Guest TroyRiley, May 24, 2005
   • 4 replies
   • 1.4k views
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   • JDuns
   • May 25, 2005

3. Contributions--timing of

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

4. Can we use the Average Benefits Test?

   By Guest CharlieLaur, May 16, 2005
   • 5 replies
   • 2.1k views
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   • AndyH
   • May 17, 2005

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

   By K-t-F, May 13, 2005
   • 1 reply
   • 1.3k views
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   • mbozek
   • May 13, 2005

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

   By SMB, May 11, 2005
   • 3 replies
   • 1.4k views
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   • Guest
   • May 12, 2005

7. Immediate Annuity Quotes

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

8. Participant Record Updating?

   By Guest fcdeacy, April 20, 2005
   • 3 replies
   • 1.3k views
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   • Guest
   • May 2, 2005

9. bankruptsy abuse prevention and consumer protection act

   By Guest lskin, April 28, 2005
   • 3 replies
   • 1.3k views
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   • Guest
   • April 29, 2005

10. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 1.9k views
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    • jaemmons
    • April 28, 2005

11. Plan Amendment and Entry Date

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

12. Redemption fees

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

13. Prohibited Transaction Question

    By Guest annabelle, April 25, 2005
    • 2 replies
    • 1.2k views
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    • Kirk Maldonado
    • April 26, 2005

14. Ability to look outside the plan document

    By smm, April 20, 2005
    • 10 replies
    • 1.9k views
    • 
    • g8r
    • April 23, 2005

15. Bush Signed S 256 Today. Bankruptcy Bill

    By jevd, April 20, 2005
    • 8 replies
    • 1.6k views
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    • Jean
    • April 22, 2005

16. Timing of Deposits for employer with different fye

    By MarZDoates, April 13, 2005
    • 3 replies
    • 1.2k views
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    • mbozek
    • April 20, 2005

17. uncashed pension checks

    By Guest jigpsu100, April 13, 2005
    • 4 replies
    • 3.5k views
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    • Erik Read
    • April 19, 2005

18. Controlled Group Issue

    By chris, April 18, 2005
    • 9 replies
    • 1.5k views
    • 
    • chris
    • April 18, 2005

19. Retirement plan puzzle for new Subchapter S

    By Guest GregT, April 13, 2005
    • 15 replies
    • 7.7k views
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    • mbozek
    • April 16, 2005

20. Allocating Employer Contributions

    By Guest Grumpy455, April 14, 2005
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • April 15, 2005

21. Transition Period for Acqusitions

    By Guest LoloV, April 14, 2005
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 14, 2005

22. Retirement Plans for Small Business Owners

    By Appleby, April 7, 2005
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • April 14, 2005

23. Single member LLC also owner of partnership

    By Guest Peter Buck, April 12, 2005
    • 9 replies
    • 2.7k views
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    • JAY21
    • April 13, 2005

24. keogh contribution for sole prop with loss

    By Guest, April 13, 2005
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • April 13, 2005

25. best way to handle

    By FJR, April 12, 2005
    • 4 replies
    • 1.4k views
    • 
    • JanetM
    • April 12, 2005

26. 2004 revised K-1

    By JAY21, April 12, 2005
    • 0 replies
    • 1.1k views
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    • JAY21
    • April 12, 2005

27. June 30, 2004 Extensions-Rejected

    By JAY21, April 12, 2005
    • 0 replies
    • 953 views
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    • JAY21
    • April 12, 2005

28. This smells bad.

    By No Name, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 8, 2005

29. Age Weighted Calc

    By No Name, April 5, 2005
    • 5 replies
    • 2.1k views
    • 
    • nancy
    • April 7, 2005

30. Conversion of MPPP to a Profit Sharing with 401k feature

    By Guest mparker2028, April 6, 2005
    • 1 reply
    • 1.3k views
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    • wmyer
    • April 6, 2005

31. Timing of profit sharing contribution deduction for a not-for-profit employer

    By Guest Lisa Stifel, April 5, 2005
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • April 5, 2005

32. Prohibited Transaction Question

    By Archimage, March 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2005

33. Claiming tax credit for new plans

    By Santo Gold, April 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • April 1, 2005

34. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 1, 2005

35. Payment to a guardian

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2005

36. Sole P to Corp

    By No Name, March 16, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 1, 2005

37. 401(a)(17) & Plan Formula Change

    By wmyer, March 30, 2005
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • March 30, 2005

38. 415 limit for profit sharing plan with 3/31/2005 year end

    By Lynn Campbell, March 30, 2005
    • 6 replies
    • 1.4k views
    • 
    • Lori Friedman
    • March 30, 2005

39. coverage testing with union employees

    By Guest terric, March 28, 2005
    • 3 replies
    • 3.1k views
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    • AndyH
    • March 30, 2005

40. 401(k) and Profit sharing in a Sub-S corporation for a single owner

    By Guest BruceCM, March 24, 2005
    • 17 replies
    • 17.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

41. Board Resolution - Amendment Authority

    By waid10, March 28, 2005
    • 7 replies
    • 6.7k views
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    • mbozek
    • March 30, 2005

42. mistake of fact

    By Belgarath, March 22, 2005
    • 6 replies
    • 2.5k views
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    • Belgarath
    • March 23, 2005

43. Fidelity Bond required when only remaining participants are owners?

    By jukeboy56, March 4, 2005
    • 16 replies
    • 3.7k views
    • 
    • AndyH
    • March 22, 2005

44. Retirement account in deceased’s name?

    By jane123, March 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • March 16, 2005

45. Anybody who has taken DC courses for ASPPA deignations

    By Guest mrjones, March 14, 2005
    • 11 replies
    • 5.4k views
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    • AndyH
    • March 15, 2005

46. Need help with an oldie but a goodie. 401(a)(17) and Rollover amendments...

    By jkharvey, March 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • March 10, 2005

47. Transitional management of retirement plans due to acquisition

    By Guest keep it simple, March 9, 2005
    • 3 replies
    • 1.3k views
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    • SoCalActuary
    • March 10, 2005

48. What does "last day employment" mean?

    By Guest CharlieLaur, February 25, 2005
    • 16 replies
    • 23.6k views
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    • mbozek
    • March 8, 2005

49. How about a blanket Amnesty and clean slate?

    By Belgarath, February 23, 2005
    • 32 replies
    • 4.6k views
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    • Harwood
    • March 5, 2005

50. Procedure when a business changes from sole proprietor to a corporation. What must one do ?

    By Guest DIGMYDOG, March 4, 2005
    • 4 replies
    • 1.3k views
    • 
    • wmyer
    • March 4, 2005