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Retirement Plans in General

5,817 topics in this forum

  1. DB plan, 403(b) plan, and new DC plan

    By david rigby,
    • 1 reply
    • 1.6k views

  2. Do plans have to be amended by 3-28-05 for direct rollover rules?

    By Belgarath,
    • 8 replies
    • 2.1k views

  3. S-Corp Income?

    By dmb,
    • 4 replies
    • 1.9k views

  4. Reallcocation of forfeitures to terminated participants

    By Guest clientmgr,
    • 5 replies
    • 1.6k views

  5. Blackout Periods and Make Whole Contributions

    By Christine Roberts,
    • 5 replies
    • 2.2k views

  6. Takeover Plan-Fail deduction limit

    By Guest MEWilson,
    • 5 replies
    • 1.2k views
    • Guest
    • Guest

  7. Death of Employee in a Keough Plan

    By Guest carolinawind,
    • 18 replies
    • 2.7k views

  8. Do we have to keep track of MP and PS assets separately when MP merges into PS? Even if PS plan specs are identical to MP plan specs?

    By Guest DIGMYDOG,
    • 14 replies
    • 1.8k views

  9. TPA lost (?) Beneficiary Designation, (Deceased Participant)

    By TCWalker,
    • 3 replies
    • 2k views

  10. 5500 or EZ for 1-man plan w/alternate payee?

    By mming,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  11. What is the weight of IRS proposed regulations?

    By Guest EBBeginner,
    • 4 replies
    • 3.8k views

  12. Prior ASPA IRS/DOL Question Submissions

    By FundeK,
    • 0 replies
    • 981 views

  13. integration

    By Tom Poje,
    • 1 reply
    • 1.1k views

  14. Trust ID Number with "P" suffix

    By David MacLennan,
    • 8 replies
    • 2.8k views

  15. Old Keogh plan still has assets. Must I spend the rest of my life trying to locate former employees so I can terminate the plan?

    By Guest Moe Howard2,
    • 4 replies
    • 2k views
    • Bird
    • Bird

  16. Who's the "payer" for Form 1099?

    By Lori Friedman,
    • 1 reply
    • 2.5k views

  17. Prohibited Transaction question

    By k man,
    • 5 replies
    • 1.5k views

  18. Minimum contribution requirement for a top-heavy plan and forfeitures

    By Guest PaulaRafferty,
    • 1 reply
    • 1.5k views

  19. Affiliated Service Group in Physician/Hospital Joint Venture

    By Guest aciepluch,
    • 1 reply
    • 2.3k views

  20. Highlight of Western Pension & Benefits , ASPA conference.

    By jevd,
    • 0 replies
    • 1.3k views
    • jevd
    • jevd

  21. When is the prior custodian required to send money to new custodian?

    By Guest chris4013,
    • 4 replies
    • 1.2k views

  22. Seeking clarification on Roth IRA withdrawal

    By Guest wdb,
    • 0 replies
    • 971 views
    • Guest
    • Guest

  23. Controlled Group?

    By Guest RBlaine,
    • 4 replies
    • 1.3k views

  24. 2004 ASPA annual conference

    By RLD513,
    • 4 replies
    • 1.5k views

  25. RMD for spouse's estate

    By Guest terric,
    • 1 reply
    • 1.1k views

  26. Plan Amendment re Forfeitures

    By chris,
    • 6 replies
    • 1.5k views

  27. 501(a) tax exempt trust

    By Guest dubya,
    • 9 replies
    • 6.7k views

  28. Who is responsible for filing form 990T for qualified plans?

    By Guest Suzanne,
    • 6 replies
    • 4.8k views

  29. Freeze/Merger/Termination?

    By chris,
    • 4 replies
    • 2.2k views

  30. Top Heavy Vesting

    By nancy,
    • 18 replies
    • 4.6k views

  31. New plan... no compensation... only rollover contributions

    By K-t-F,
    • 11 replies
    • 1.8k views

  32. IS a QDRO reversable?

    By Guest wiley111,
    • 1 reply
    • 1.3k views

  33. Prohibited Transaction?

    By Belgarath,
    • 1 reply
    • 1.2k views

  34. UBIT or not to UBIT

    By JAY21,
    • 5 replies
    • 1.6k views

  35. How do you calculate Compensaiton for the Doctors in the following scenario?

    By stephen,
    • 1 reply
    • 1.1k views

  36. SAS 70 report

    By Guest mpark,
    • 10 replies
    • 2.7k views
    • Guest
    • Guest

  37. How many times has ERISA been amended?

    By Guest mab,
    • 11 replies
    • 12.8k views

  38. Could a collective trust fund of a bank hold individual group annuity contracts?

    By Guest vantagepension,
    • 7 replies
    • 14.4k views

  39. Controlled Group - 410(b) transitional rule

    By dmb,
    • 2 replies
    • 1.1k views
    • dmb
    • dmb

  40. S-corporation deductions

    By Belgarath,
    • 1 reply
    • 1.3k views

  41. Referral to pros/cons website or article of taking retirement 401k dist. as IRA rollover and annuitizing

    By Guest jusducki,
    • 23 replies
    • 2.7k views
    • Guest
    • Guest

  42. Regs vs Proposed Regs vs IRC?

    By Guest saber,
    • 2 replies
    • 1.2k views

  43. Self-Directed Profit Sharing Accounts

    By DP,
    • 10 replies
    • 4.6k views

  44. anti-cut back rule and employer discretion

    By Guest Smokin,
    • 2 replies
    • 2.5k views
    • MGB
    • MGB

  45. PBGC question

    By Guest Art Tepfer,
    • 12 replies
    • 3k views

  46. Sponsorship of DB plan by inactive corporation

    By Guest ActuaryWannabe,
    • 5 replies
    • 2k views

  47. Age weighted ps combined with 401(k)

    By Belgarath,
    • 4 replies
    • 1.8k views

  48. attribution and controlled group

    By Guest quinn the car fixer,
    • 7 replies
    • 1.8k views

  49. Phased Retirement

    By Guest Phased,
    • 2 replies
    • 1.1k views
    • MGB
    • MGB

  50. Final Average Pay

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