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Retirement Plans in General

5,781 topics in this forum

  1. Excluding LPR's/Visa Holders From 401(k) Plan Eligibility

    By abccstucker,   
    • 1 reply
    • 1.1k views

  2. Plan Submission?

    By Guest Robert Lees,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  3. Open Enrollment?

    By Guest,
    • 1 reply
    • 1.3k views

  4. If a plan is amended to a short plan year, must the amendment be signe

    By MR,
    • 1 reply
    • 1.4k views

  5. Earned Income and 30% Limit under 1.401-10(c)(3)(i)

    By Guest EMM118,
    • 1 reply
    • 1.3k views

  6. FICA on profit sharing contribution

    By Santo Gold,
    • 1 reply
    • 3.8k views

  7. Is This An ASG situation?

    By mming,
    • 1 reply
    • 580 views

  8. 414s exclusions, 2% S-corp owner health insurance

    By Just Tri,
    • 1 reply
    • 1.1k views

  9. Amendment to Safe Harbor 401(k)

    By chris,
    • 1 reply
    • 893 views

  10. Any word on GUST Amendment deadlines for individually designed plans?

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

  11. PEP Participant Fees

    By Molgilny89,
    • 1 reply
    • 1.2k views

  12. adjustable loan interest rate

    By jeff mandell,
    • 1 reply
    • 1.3k views

  13. 1099-R question: How do you handle Copies D, 1 and 2 (mail all of them

    By John A,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  14. 4975 Disqualified Person Question

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

  15. Calculation for Partner @ 7/1, 5%TWB+20%>TWB

    By Guest crosseyetester,
    • 1 reply
    • 1k views

  16. Closing agreement, when must you pursue this as opposed

    By Guest Enda80,
    • 1 reply
    • 920 views

  17. Money Purchase retirement plans that have insurance policies (other than ERISA fidelity bond); what rules apply? What rules apply when a money purcha

    By Guest Enda80,
    • 1 reply
    • 899 views

  18. Transfers between plans

    By Guest bobolink,
    • 1 reply
    • 977 views

  19. Janell Grenier

    By david rigby,
    • 1 reply
    • 936 views

  20. Adoption Agreement Request

    By pmacduff,
    • 1 reply
    • 446 views

  21. 5500 Question

    By Guest Frank Jackson,
    • 1 reply
    • 1.4k views

  22. Can cost of fidelity bond be assessed to plan?

    By BG5150,
    • 1 reply
    • 829 views

  23. Form 7004

    By Egold,
    • 1 reply
    • 538 views

  24. Tax deferred savings plan options for S-Corp owners.

    By Guest MapleONE,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  25. Mass Marriage Law and ERISA

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

  26. Initial eligiblity computation period question

    By Guest Enda80,
    • 1 reply
    • 2k views

  27. Plan termination question; when terminating a money purchase plan, must one fully vest all participants?

    By Guest Enda80,
    • 1 reply
    • 1.2k views

  28. Eligibility and Coverage Test

    By emmetttrudy,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  29. Employer contribution due date

    By Guest Peggy806,
    • 1 reply
    • 1.6k views

  30. Is Employee an HCE?

    By DLavigne,
    • 1 reply
    • 878 views

  31. common law employee

    By Scuba 401,
    • 1 reply
    • 1k views

  32. Ineligible EE deferred and rolled over, then term'd

    By Cynchbeast,
    • 1 reply
    • 419 views

  33. BRF

    By cs771,
    • 1 reply
    • 1.1k views

  34. QPSA in a Money Purchase Pension

    By Guest gaham,
    • 1 reply
    • 1.9k views

  35. Vesting/defined benefit

    By Guest efstreet,
    • 1 reply
    • 1.1k views

  36. Profit Sharing Plan Contribution was allocated incorrectly....what can I do to correct this?

    By Jilliandiz,
    • 1 reply
    • 1.1k views

  37. FAS87 Discount Rate for 12/31/06 ?

    By tuni88,
    • 1 reply
    • 1.2k views

  38. KSOPs

    By Guest mickiemurphy,
    • 1 reply
    • 1.5k views

  39. Age Discrimination

    By Guest dmorrison,
    • 1 reply
    • 3.2k views

  40. shared employee

    By Draper55,
    • 1 reply
    • 861 views

  41. Substantially Equal Payments - Multiple Plans

    By Guest Kyle Stratton,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  42. 414S Nondiscrimation test

    By Guest kangerooster,
    • 1 reply
    • 2.5k views

  43. Pension distributions - transfer of data

    By waid10,
    • 1 reply
    • 1.3k views

  44. Granting Hypothetical Service in a DB Plan

    By Guest Grumpy456,
    • 1 reply
    • 1.8k views

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

    By david rigby,
    • 1 reply
    • 1.5k views

  46. Allocating Plan Expenses

    By chris,
    • 1 reply
    • 1.3k views

  47. LLP "Income" for contribution calculation

    By thepensionmaven,
    • 1 reply
    • 473 views

  48. 404(a)(5) and 408(b)(2) Disclosures

    By Dougsbpc,
    • 1 reply
    • 827 views

  49. 30% Limit On Passive Income Paid as Management Fee and Treated as Earned Income

    By Guest EMM118,
    • 1 reply
    • 1k views

  50. fiduciary education

    By K2retire,
    • 1 reply
    • 739 views
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