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Retirement Plans in General

5,824 topics in this forum

  1. 2 employers sharing the 404(a)(3) deduction limit

    By Santo Gold,
    • 4 replies
    • 2k views

  2. Backlash from Carol Gold's Memorandum

    By katieinny,
    • 26 replies
    • 5.9k views

  3. Rainmaker Plan

    By Just Me,
    • 2 replies
    • 2.8k views

  4. 404(c) language in a Summary Plan Description

    By katieinny,
    • 1 reply
    • 1.9k views

  5. Rate Banding

    By wmyer,
    • 3 replies
    • 2.9k views

  6. Amending an adoption agreement...retroactive?

    By Lori Friedman,
    • 16 replies
    • 5.7k views

  7. Top Heavy Profit Sharing Plan - Must there be an ER contribution?

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

  8. ANNUAL loan payment? Correction?

    By Basically,
    • 6 replies
    • 1.5k views

  9. Controlled Group

    By DP,
    • 1 reply
    • 1.1k views
    • smm
    • smm

  10. Adopting Employer

    By Rai401k,
    • 2 replies
    • 1.6k views

  11. top heavy or not top heavy?

    By Santo Gold,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  12. Pro-rated limitation year (Sec. 415)

    By Lori Friedman,
    • 6 replies
    • 2.1k views

  13. Consultanting Firms for RFP Assistance

    By Guest cole stevenson,
    • 7 replies
    • 2k views

  14. ASG or what?

    By SMB,
    • 1 reply
    • 1.2k views

  15. John Doe MD SC

    By Belgarath,
    • 13 replies
    • 12.3k views

  16. Is distribution availability a protected benefit?

    By Santo Gold,
    • 1 reply
    • 1.3k views

  17. "Special" PS contribution to specific people

    By Guest TrustMe401k,
    • 25 replies
    • 6k views

  18. PS contributions to be "recurring & substansial"-what if they're not?

    By doombuggy,
    • 13 replies
    • 2.2k views
    • Guest
    • Guest

  19. IRS Audit Guide/Handbook

    By Archimage,
    • 3 replies
    • 1.5k views

  20. Counting hours for non-hourly employees

    By Santo Gold,
    • 10 replies
    • 1.8k views

  21. Mandatory Employee Contributions to MPP Plan

    By Guest long,
    • 5 replies
    • 2.1k views
    • Guest
    • Guest

  22. Investment options

    By Guest bba,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  23. Plan Audit of Money Purchase and Profit sharing Plans

    By thepensionmaven,
    • 2 replies
    • 1.2k views

  24. Plan participant with commingled account balance has personal broker who wants breakdown of the investments in the commingled accounts

    By Guest mpark,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

  25. OmniPlus and OmniPlan

    By Guest ameet,
    • 1 reply
    • 5.8k views

  26. Employer and deductibility issues

    By dmb,
    • 1 reply
    • 958 views

  27. And now for something completely different!

    By SMB,
    • 17 replies
    • 2.5k views

  28. Controlled group and brain cramp

    By Belgarath,
    • 2 replies
    • 1.1k views

  29. Chapter S and LLC ; Control Group?

    By Guest Mollie,
    • 1 reply
    • 1.1k views

  30. Top Heavy Testing - Inservice distributions

    By Guest Randy713,
    • 4 replies
    • 3.5k views

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

    By himt4,
    • 2 replies
    • 1.3k views

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

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

  33. eligibility and leased employees

    By Santo Gold,
    • 7 replies
    • 2.6k views

  34. "Dual Eligibility" Issue

    By Guest Jeff Underwood,
    • 16 replies
    • 3k views

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

    By Guest planman,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  36. No address, 1099-R

    By No Name,
    • 5 replies
    • 2.1k views

  37. Amend Plan to Eliminate Involuntary Distribution

    By Guest erc,
    • 2 replies
    • 1.6k views

  38. Designation of Beneficiary form

    By Basically,
    • 10 replies
    • 1.8k views

  39. Short Initial Plan Year for PS plan

    By dmb,
    • 8 replies
    • 1.6k views

  40. corbel volume submitter

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

  41. Loan fees

    By rlb64,
    • 0 replies
    • 1.1k views

  42. Assigning plan numbers

    By Guest Judy S,
    • 1 reply
    • 1.3k views

  43. 415 Limit Non-Calendar Year Plans

    By Guest dyoder,
    • 2 replies
    • 2.8k views

  44. Failure to Correct Top Heavy - TPA liability

    By Guest mcw,
    • 1 reply
    • 1.5k views

  45. Amendment to Safe Harbor 401(k)

    By chris,
    • 1 reply
    • 1k views

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

    By mwyatt,
    • 4 replies
    • 1.7k views

  47. DOL Investigation

    By Guest mrilao,
    • 15 replies
    • 4k views

  48. Coping with FAS 106

    By Guest Noelle,
    • 3 replies
    • 1.2k views

  49. HCE definition when employers terminate ASG/CG relationship

    By Bird,
    • 3 replies
    • 1.2k views

  50. EIN for Adopting Employer

    By Guest Roman,
    • 14 replies
    • 1.6k views
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