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Retirement Plans in General

5,753 topics in this forum

  1. reminder: electronic filing shuts down for a month

    By Tom Poje,
    • 1 reply
    • 503 views

  2. Partnership Trouble

    By Dougsbpc,
    • 1 reply
    • 725 views

  3. Plan Asset Written Off Years Ago Now Recovered

    By DP,
    • 1 reply
    • 1.4k views

  4. How is 410(b) testing done when a plan covers some, but not all, colle

    By John A,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  5. Guide To Making PS Coontributions

    By Guest cs006b,
    • 1 reply
    • 1k views

  6. §4975(e)(2)(C)

    By Dalai Pookah,
    • 1 reply
    • 411 views

  7. Contributions to Ineligible Employees

    By Guest ERead,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  8. EE Term'd Prior to Adoption of Plan

    By RestAssured,
    • 1 reply
    • 449 views

  9. Spousal consent needed from Alternate Payee?

    By Lynn Campbell,
    • 1 reply
    • 2k views

  10. Penalty on distribution of income on after-tax contribution?

    By Guest Boilerburm,
    • 1 reply
    • 1.4k views

  11. Earnings on forfeiture account?

    By Guest DazedAndConfused,
    • 1 reply
    • 2.3k views

  12. RMDs for survivng spouses

    By Philip2,
    • 1 reply
    • 496 views

  13. Common Ownership Issue

    By pbarrett,
    • 1 reply
    • 1.3k views

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

    By katieinny,
    • 1 reply
    • 1.7k views

  15. Controlled Group - Form 5500-SF

    By Guest MrsJones,
    • 1 reply
    • 1.3k views

  16. Plan Disqualification?

    By katieinny,   
    • 1 reply
    • 481 views

  17. Profit Sharing Plans for Credit unions and CUSOs

    By Guest ksumner,
    • 1 reply
    • 1.6k views

  18. Combining MP & PS Plans (Elective Transfer Option)

    By Guest Paul Hinderegger,
    • 1 reply
    • 1.9k views

  19. Pension Benefit Statements - CBA Plans

    By JRG,
    • 1 reply
    • 975 views

  20. Interim Valuation Required for ESOP Termination

    By Guest Edward McElroy,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  21. Commingle Assets

    By Guest pensionactuary,
    • 1 reply
    • 2.1k views

  22. change in NRA

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

  23. RMD from DC plan

    By ombskid,
    • 1 reply
    • 938 views

  24. Hurricane Ida 5500 relief

    By AlbanyConsultant,
    • 1 reply
    • 605 views

  25. Help with change in plan sponsor entity type.

    By jkharvey,
    • 1 reply
    • 1.7k views

  26. Employee Leasing for very small company?

    By Guest FREE401k,
    • 1 reply
    • 1.7k views

  27. Pet Insurance

    By JackS,   
    • 1 reply
    • 762 views

  28. Form 5300 for Multiple Employer Plan

    By Guest wendycatherine,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  29. 410(b) testing when one employee works for both members of controlled group

    By Floridaattorney,
    • 1 reply
    • 1.4k views

  30. Controlled group? ASG?

    By ombskid,
    • 1 reply
    • 505 views

  31. Control Group Definition

    By Guest Kerry,
    • 1 reply
    • 3.7k views

  32. May a Qualified Termination Administrator wind up a portion of a retirement plan?

    By Peter Gulia,   
    • 1 reply
    • 442 views

  33. Nondeductible contrib. due to forfeitures?

    By John A,
    • 1 reply
    • 1.3k views

  34. MP conversion to profit sharing

    By k man,
    • 1 reply
    • 1.4k views

  35. Vesting schedule amendment - affect on non-participants

    By Santo Gold,
    • 1 reply
    • 1.2k views

  36. Timing of restating a money purchase plan to a ps plan-

    By pbarrett,
    • 1 reply
    • 1.4k views

  37. Trust with no sponsor

    By ombskid,
    • 1 reply
    • 917 views

  38. Max Employer Contribution Limit

    By mjf06241972,
    • 1 reply
    • 609 views

  39. Pension Reform and QTIP trusts

    By dmb,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  40. 2 different PS allocations in the same plan

    By Santo Gold,
    • 1 reply
    • 1.2k views

  41. Predecessor Employer

    By Guest kjungkin,
    • 1 reply
    • 2.3k views

  42. vESTING ON TERMINATION

    By Guest Cbanarer,
    • 1 reply
    • 2k views

  43. Combo plan testing - different results in for different software

    By Jakyasar,
    • 1 reply
    • 627 views

  44. Statistical Request

    By Guest Paul Vickers,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  45. Help to clarify break in service rules

    By jkharvey,
    • 1 reply
    • 1.3k views

  46. Rev Rul 76-28

    By Jakyasar,
    • 1 reply
    • 812 views

  47. Fiduciary responsibility in an ERISA plan

    By Don Levit,
    • 1 reply
    • 1.3k views

  48. ah, ya gotta love PPA

    By Tom Poje,
    • 1 reply
    • 1.3k views

  49. Disqualified plan losing deduction for form 1120, 1120S, schedule C on form 1040, etc.; absolutely or to the degree non-vested? Please provide referen

    By Guest Enda80,
    • 1 reply
    • 795 views

  50. 415 limits, SEP and 403b contributions and control requirements

    By Guest ithprof,
    • 1 reply
    • 2.1k views
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