Retirement Plans in General

5,772 topics in this forum

1. Allocating Employer Contributions

   By Guest Grumpy455, April 14, 2005
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • April 15, 2005

2. Transition Period for Acqusitions

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

3. Retirement Plans for Small Business Owners

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

4. Single member LLC also owner of partnership

   By Guest Peter Buck, April 12, 2005
   • 9 replies
   • 2.6k views
   • 
   • JAY21
   • April 13, 2005

5. keogh contribution for sole prop with loss

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

6. best way to handle

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

7. 2004 revised K-1

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

8. June 30, 2004 Extensions-Rejected

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

9. This smells bad.

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

10. Age Weighted Calc

    By No Name, April 5, 2005
    • 5 replies
    • 2k views
    • 
    • nancy
    • April 7, 2005

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

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

12. 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

13. Prohibited Transaction Question

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

14. Claiming tax credit for new plans

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

15. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2005

16. Payment to a guardian

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

17. Sole P to Corp

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

18. 401(a)(17) & Plan Formula Change

    By wmyer, March 30, 2005
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • March 30, 2005

19. 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

20. coverage testing with union employees

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

21. 401(k) and Profit sharing in a Sub-S corporation for a single owner

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

22. Board Resolution - Amendment Authority

    By waid10, March 28, 2005
    • 7 replies
    • 6.6k views
    • 
    • mbozek
    • March 30, 2005

23. mistake of fact

    By Belgarath, March 22, 2005
    • 6 replies
    • 2.4k views
    • 
    • Belgarath
    • March 23, 2005

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

    By jukeboy56, March 4, 2005
    • 16 replies
    • 3.6k views
    • 
    • AndyH
    • March 22, 2005

25. Retirement account in deceased’s name?

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

26. Anybody who has taken DC courses for ASPPA deignations

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

27. 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

28. Transitional management of retirement plans due to acquisition

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

29. What does "last day employment" mean?

    By Guest CharlieLaur, February 25, 2005
    • 16 replies
    • 23.3k views
    • 
    • mbozek
    • March 8, 2005

30. How about a blanket Amnesty and clean slate?

    By Belgarath, February 23, 2005
    • 32 replies
    • 4.5k views
    • 
    • Harwood
    • March 5, 2005

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

    By Guest DIGMYDOG, March 4, 2005
    • 4 replies
    • 1.2k views
    • 
    • wmyer
    • March 4, 2005

32. Partnership Owner Percentages for TH, HCE determination

    By mwyatt, March 1, 2005
    • 1 reply
    • 1.7k views
    • 
    • jaemmons
    • March 2, 2005

33. Plan Design Question Regarding Vesting

    By Archimage, March 1, 2005
    • 5 replies
    • 1.3k views
    • 
    • Archimage
    • March 1, 2005

34. Is 20% withholding necessary on IRS levy?

    By Guest moosegirl, February 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • Harwood
    • February 28, 2005

35. Pension benefits deferred through employer error

    By Guest atraveler, February 26, 2005
    • 0 replies
    • 959 views
    • 
    • Guest
    • February 26, 2005

36. timing of profit sharing deposits and filing of corporate return

    By joano, February 18, 2005
    • 9 replies
    • 8.6k views
    • 
    • Guest
    • February 24, 2005

37. Correcting/Reporting Double Posted Employee Deferrals

    By Guest invstbnkr, February 23, 2005
    • 0 replies
    • 958 views
    • 
    • Guest
    • February 23, 2005

38. Can Employer Pay Plan Fees for One Participant

    By Guest msxtrme, January 31, 2005
    • 20 replies
    • 3.3k views
    • 
    • alanm
    • February 22, 2005

39. Timing of Amending a Plan

    By Guest ChopperPilot, February 18, 2005
    • 1 reply
    • 1k views
    • 
    • JanetM
    • February 18, 2005

40. Union Arrangement?

    By WDIK, February 16, 2005
    • 20 replies
    • 3.6k views
    • 
    • Bird
    • February 18, 2005

41. Safe Harbor Plans

    By FJR, February 16, 2005
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 16, 2005

42. USERRA & 410(b) testing for employee who takes a position with a different employer.

    By Guest terric, February 15, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 15, 2005

43. Distributions in top heavy determination

    By Guest jim williams, February 14, 2005
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • February 15, 2005

44. 415 compensation

    By Santo Gold, February 14, 2005
    • 1 reply
    • 1.8k views
    • 
    • jquazza
    • February 15, 2005

45. Merging two Profit Sharing Plans - one with union employees

    By Guest terric, February 14, 2005
    • 3 replies
    • 1.3k views
    • 
    • Effen
    • February 14, 2005

46. Giving the financial advisor a "heads-up" - OK or not OK?

    By Santo Gold, February 11, 2005
    • 10 replies
    • 1.5k views
    • 
    • Santo Gold
    • February 14, 2005

47. Can someone get a copy of a Plan Document from Fed Govt

    By AndyH, February 7, 2005
    • 13 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 11, 2005

48. 2 employers sharing the 404(a)(3) deduction limit

    By Santo Gold, January 31, 2005
    • 4 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 8, 2005

49. Backlash from Carol Gold's Memorandum

    By katieinny, January 28, 2005
    • 26 replies
    • 5.5k views
    • 
    • E as in ERISA
    • February 8, 2005

50. Rainmaker Plan

    By Just Me, February 4, 2005
    • 2 replies
    • 2.6k views
    • 
    • Just Me
    • February 7, 2005