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Retirement Plans in General

5,796 topics in this forum

  1. Top Heavy Testing - Inservice distributions

    By Guest Randy713,
    • 4 replies
    • 3.4k views

  2. Is this a Control Group/Affiliated Service Group?

    By himt4,
    • 2 replies
    • 1.2k views

  3. Sole proprietor failed to make 2003 contribution to his money purchase plan - consequences?

    By Guest Hilarion,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  4. eligibility and leased employees

    By Santo Gold,
    • 7 replies
    • 2.5k views

  5. "Dual Eligibility" Issue

    By Guest Jeff Underwood,
    • 16 replies
    • 2.8k views

  6. annuity vs. cash out with new automatic rollover IRA

    By Guest planman,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  7. No address, 1099-R

    By No Name,
    • 5 replies
    • 2k views

  8. Amend Plan to Eliminate Involuntary Distribution

    By Guest erc,
    • 2 replies
    • 1.4k views

  9. Designation of Beneficiary form

    By K-t-F,
    • 10 replies
    • 1.5k views

  10. Short Initial Plan Year for PS plan

    By dmb,
    • 8 replies
    • 1.5k views

  11. corbel volume submitter

    By Guest quinn the car fixer,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  12. Loan fees

    By rlb64,
    • 0 replies
    • 932 views

  13. Assigning plan numbers

    By Guest Judy S,
    • 1 reply
    • 1.2k views

  14. 415 Limit Non-Calendar Year Plans

    By Guest dyoder,
    • 2 replies
    • 2.7k views

  15. Failure to Correct Top Heavy - TPA liability

    By Guest mcw,
    • 1 reply
    • 1.4k views

  16. Amendment to Safe Harbor 401(k)

    By chris,
    • 1 reply
    • 902 views

  17. Self-Directed Brokerage an option for Rollover Funds only?

    By mwyatt,
    • 4 replies
    • 1.4k views

  18. DOL Investigation

    By Guest mrilao,
    • 15 replies
    • 3.8k views

  19. Coping with FAS 106

    By Guest Noelle,
    • 3 replies
    • 1.1k views

  20. HCE definition when employers terminate ASG/CG relationship

    By Bird,
    • 3 replies
    • 1.1k views

  21. EIN for Adopting Employer

    By Guest Roman,
    • 14 replies
    • 1.4k views

  22. controlled group

    By eilano,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  23. Conversion process, trades and overdrafts

    By MoJo,
    • 2 replies
    • 1.3k views

  24. unbelievable

    By dh003i,
    • 38 replies
    • 7k views

  25. Minimum Gateway Contribution

    By MarZDoates,
    • 2 replies
    • 1.2k views

  26. ERISA Outline Book

    By R. Butler,
    • 4 replies
    • 1.6k views

  27. What is a CODA

    By Guest nadiarott,
    • 5 replies
    • 2.7k views
    • Guest
    • Guest

  28. Design-based safe harbor and salaried employees

    By Guest mcw,
    • 4 replies
    • 1.3k views

  29. Sidecar IRA vs QVEC?

    By PensionNewbee,
    • 0 replies
    • 1.8k views

  30. changing def of plan compensation

    By Earl,
    • 3 replies
    • 1.2k views

  31. Roth 401(k)'s -- an FYI

    By dh003i,
    • 7 replies
    • 1.7k views

  32. Predecessor Employers

    By Guest Hilarion,
    • 1 reply
    • 6.1k views

  33. Salary deferrals in a Leveraged KSOP

    By Guest dwerntz,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  34. Whatever became of Ira Cohen?

    By Guest 401der,
    • 6 replies
    • 4.1k views

  35. Qualified Plans Losing Ground to Annuities ?

    By JAY21,
    • 3 replies
    • 1k views

  36. 414S Nondiscrimation test

    By Guest kangerooster,
    • 1 reply
    • 2.5k views

  37. Is Kodak Savings Investment Plan (SIP) excepted from the Required Minimum Distribution rules?

    By katieinny,
    • 8 replies
    • 5.8k views

  38. Deductibility of late profit sharing deposits

    By KateSmithPA,
    • 1 reply
    • 1.2k views

  39. credit-card question asked for a friend

    By dh003i,
    • 1 reply
    • 1.1k views

  40. What can I do for my nieces?

    By dh003i,
    • 46 replies
    • 6.6k views
    • Guest
    • Guest

  41. Matz v Household

    By Belgarath,
    • 0 replies
    • 1.4k views

  42. Annual additions crediting?

    By jaemmons,
    • 3 replies
    • 1.3k views

  43. Is Anyone Familar with a Product Called The Pension Transfer Trust Plan?

    By Guest Edward McElroy,
    • 2 replies
    • 4.2k views

  44. Paying IRS penalty + interest

    By Lori Friedman,
    • 1 reply
    • 1.2k views

  45. Phased Retirement Plans

    By Guest Steven N,
    • 1 reply
    • 1.1k views

  46. prohibited trasaction

    By Guest mringo,
    • 4 replies
    • 1.3k views

  47. Coverage testing and HCE determination

    By Guest JBeck,
    • 1 reply
    • 1.2k views

  48. Safe Harbor 401(k) P/S Plan & Defined Benefit Plan - Same Employer

    By Guest tgraham,
    • 5 replies
    • 1.9k views

  49. Multi Employer DB Plan - When do you start calculating break in service?

    By Guest fcdeacy,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  50. Any way around this?

    By K-t-F,
    • 3 replies
    • 1.2k views
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