Retirement Plans in General

5,848 topics in this forum

1. Hurricane Relief for Qualified Plans

   By jevd, September 15, 2005
   • 0 replies
   • 1.4k views
   • 
   • jevd
   • September 15, 2005

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

   By AlbanyConsultant, September 14, 2005
   • 17 replies
   • 5.4k views
   • 
   • Guest
   • September 15, 2005

3. Self-Employed Deferrals

   By Guest rhector12, September 12, 2005
   • 2 replies
   • 3.6k views
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   • Guest
   • September 13, 2005

4. buying life insurance with rollover money

   By Santo Gold, September 6, 2005
   • 5 replies
   • 2.7k views
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   • mbozek
   • September 10, 2005

5. Can a trust be a plan sponsor?

   By Guest LMalone, September 6, 2005
   • 7 replies
   • 3.6k views
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   • E as in ERISA
   • September 8, 2005

6. buy/sell agreements

   By Guest R. Daestrom, September 7, 2005
   • 1 reply
   • 1.3k views
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   • Belgarath
   • September 7, 2005

7. Employee contributions

   By Guest pepe100, September 6, 2005
   • 2 replies
   • 1.7k views
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   • Lori Friedman
   • September 6, 2005

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

   By jevd, September 2, 2005
   • 2 replies
   • 1.5k views
   • 
   • jevd
   • September 2, 2005

9. Allowing Directed Investments = Protected Benefit?

   By chris, September 2, 2005
   • 2 replies
   • 1.5k views
   • 
   • Alf
   • September 2, 2005

10. Paying contribution in "kind"

    By Basically, August 11, 2005
    • 12 replies
    • 2.3k views
    • 
    • Erik Read
    • September 1, 2005

11. Phased Retirement - Ideas?

    By waid10, August 12, 2005
    • 9 replies
    • 2.3k views
    • 
    • Erik Read
    • September 1, 2005

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

    By Santo Gold, August 30, 2005
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • August 31, 2005

13. Automatic/Forced IRA Rollovers

    By ljr, August 26, 2005
    • 1 reply
    • 1.6k views
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    • Alf
    • August 26, 2005

14. Improving the understanding of DB plans

    By david rigby, August 26, 2005
    • 1 reply
    • 6k views
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    • Belgarath
    • August 26, 2005

15. Safe Harbor 401k-Active Military

    By Guest curmudgeon, August 26, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 26, 2005

16. Do sabbaticals count for service?

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

17. Consequences for not having Fidelity Bond?

    By jkharvey, August 9, 2005
    • 16 replies
    • 7.4k views
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    • Guest
    • August 15, 2005

18. 2 incomes, k-1 and w2...what to do?

    By Guest carsonv, August 10, 2005
    • 3 replies
    • 1.7k views
    • 
    • Archimage
    • August 11, 2005

19. How is value defined for Section 318 purposes?

    By Guest HelpMeHelpYou, August 10, 2005
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • August 10, 2005

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

    By Guest EMM118, August 5, 2005
    • 1 reply
    • 1.6k views
    • 
    • Belgarath
    • August 5, 2005

21. Party in interest?

    By eilano, July 28, 2005
    • 0 replies
    • 1.4k views
    • 
    • eilano
    • July 28, 2005

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

    By Santo Gold, July 25, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 27, 2005

23. Orphan Sole proprietor Plan-What to do?

    By jane123, July 24, 2005
    • 3 replies
    • 1.8k views
    • 
    • No Name
    • July 25, 2005

24. Taxation on oversea retirement plans

    By Guest pepe100, July 23, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • July 23, 2005

25. TPA ethical question

    By Santo Gold, July 21, 2005
    • 5 replies
    • 2.2k views
    • 
    • JanetM
    • July 21, 2005

26. Determination Letter Application

    By Guest lvegas, February 22, 2005
    • 7 replies
    • 2.1k views
    • 
    • Alf
    • July 21, 2005

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

    By R. Butler, July 21, 2005
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • July 21, 2005

28. 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
    • 1.7k views
    • 
    • Guest
    • July 21, 2005

29. Deemed Roth IRA Contribution Limits and Nondiscrimination

    By Guest johnpetrancosta, July 20, 2005
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • July 20, 2005

30. Blank pages required when filing 5330 form?

    By Beltane, July 16, 2005
    • 3 replies
    • 1.5k views
    • 
    • No Name
    • July 19, 2005

31. Missing Beneficiary

    By chris, July 19, 2005
    • 0 replies
    • 1.3k views
    • 
    • chris
    • July 19, 2005

32. Synopsis of Changes

    By SMB, July 18, 2005
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • July 19, 2005

33. Designating a Beneficiary

    By Guest pepe100, July 18, 2005
    • 3 replies
    • 1.6k views
    • 
    • mbozek
    • July 18, 2005

34. Audit Requirements?

    By chris, July 12, 2005
    • 7 replies
    • 2k views
    • 
    • jquazza
    • July 15, 2005

35. contributions

    By Felicia, July 14, 2005
    • 2 replies
    • 1.7k views
    • 
    • mbozek
    • July 14, 2005

36. Small Business Tax Credit

    By Guest LSULLIVAN, July 12, 2005
    • 3 replies
    • 3.1k views
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    • WDIK
    • July 12, 2005

37. Real Estate Transaction

    By No Name, July 10, 2005
    • 6 replies
    • 2.4k views
    • 
    • JAY21
    • July 12, 2005

38. Now a controlled group

    By Guest RBlaine, July 5, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2005

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

    By Moe Howard, October 31, 2002
    • 23 replies
    • 4.2k views
    • 
    • KJohnson
    • July 5, 2005

40. Form 712 needed for life insurance in plan?

    By Belgarath, June 27, 2005
    • 3 replies
    • 13.1k views
    • 
    • Ron Snyder
    • July 1, 2005

41. QSLOB's 50 employee rule.

    By katieinny, June 30, 2005
    • 0 replies
    • 1.8k views
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    • katieinny
    • June 30, 2005

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

    By katieinny, June 30, 2005
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 30, 2005

43. Military Leave Prior to USERRA Enactment

    By waid10, June 29, 2005
    • 0 replies
    • 1.2k views
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    • waid10
    • June 29, 2005

44. Form 1065, Schedule K-1

    By Belgarath, June 8, 2005
    • 7 replies
    • 17.2k views
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    • BeckyMiller
    • June 29, 2005

45. Remedial Amendment Period Question

    By Guest Patrick Foley, June 28, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 28, 2005

46. Custom Benefit Plan?

    By Guest 10graham43, June 27, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 27, 2005

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

    By Beltane, June 23, 2005
    • 5 replies
    • 2.4k views
    • 
    • Beltane
    • June 23, 2005

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

    By katieinny, June 20, 2005
    • 1 reply
    • 2k views
    • 
    • WDIK
    • June 22, 2005

49. Effective date of plan

    By Guest picwrc, June 16, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 16, 2005

50. Davis-Bacon/Prevailing Wage plan vesting

    By rcline46, June 3, 2005
    • 10 replies
    • 4.5k views
    • 
    • Kirk Maldonado
    • June 10, 2005