Retirement Plans in General

4,205 topics in this forum

1. post-death spousal consent

   By jpod, Monday at 03:40 PM
   • 17 replies
   • 205 views
   • 
   • MoJo
   • Tuesday at 03:57 PM

2. Health Savings Account - 415 Compensation

   By ErisaGooroo, Monday at 03:38 PM
   • 0 replies
   • 25 views
   • 
   • ErisaGooroo
   • Monday at 03:38 PM

3. Are Retirement Plan Contributions Subject to FOIA

   By waid10, Friday at 12:36 PM
   • 4 replies
   • 103 views
   • 
   • spiritrider
   • Friday at 11:20 PM

4. 410(b)(6)(C) Transition Rule - Required in Plan Document?

   By KJ2, June 21
   • 3 replies
   • 93 views
   • 
   • KJ2
   • Friday at 12:51 PM

5. Mandatory Employee contributions to Money Purchase Plan

   By Belgarath, June 19
   • 10 replies
   • 215 views
   • 
   • Belgarath
   • June 21

6. DC - 1 Exam.

   By Manish, June 17
   • 2 replies
   • 83 views
   • 
   • Manish
   • June 19

7. 5300 Line 12

   By ESOP1, June 15
   • 1 reply
   • 72 views
   • 
   • CuseFan
   • June 16

8. Is a husband required to make a new 2nd wife his profit sharing beneficiary?

   By RayJJohnsonJr, June 7
   • 15 replies
   • 276 views
   • 
   • TPAJake
   • June 15

9. IRS auditor wants docs faxed

   By Bird, May 23
   • 17 replies
   • 391 views
   • 
   • KarolineWriter
   • June 14

10. ROBS and DoL Fiduciary Rule

    • 1
    • 2

    By Soundbc1, June 7
    • 29 replies
    • 422 views
    • 
    • MoJo
    • June 12

11. forfeiture reallocations

    By pmacduff, June 8
    • 1 reply
    • 81 views
    • 
    • Bird
    • June 9

12. Who offers prototype SEP IRA?

    By epinaustin, June 1
    • 3 replies
    • 103 views
    • 
    • imchipbrown
    • June 6

13. earned income (Schedule C Income)

    By Tom Poje, June 5
    • 7 replies
    • 138 views
    • 
    • imchipbrown
    • June 6

14. How do I know if SEP IRA is 5305

    By epinaustin, May 31   

    • 5305
    • sep ira
    • (and 1 more)

      Tagged with:

      • 5305
      • sep ira
      • solo 401 k
    • 1 reply
    • 79 views
    • 
    • spiritrider
    • June 1

15. Raising a tardy amendment during determination letter application review

    By WestCoast, May 31   

    • determination letter
    • vcp
    • (and 1 more)

      Tagged with:

      • determination letter
      • vcp
      • closing agreement
    • 1 reply
    • 86 views
    • 
    • jpod
    • May 31

16. Claiming Small Plan Audit Waiver on From 5500 & Preparing SAR / AFN

    By AdKu, May 26   

    • claiming small plan audit waiver on from 5500 & preparing sar / afn
    • 3 replies
    • 132 views
    • 
    • BG5150
    • May 30

17. Q about vesting computation period for short plan year 10/1/98 - 12/31

    By Guest Kelly R, April 3, 1999
    • 7 replies
    • 2,239 views
    • 
    • My 2 cents
    • May 30

18. Amendments Affecting the Vesting Computation Period; perhaps employers could anticipate the possible marginal vesting burden?

    By Bumppo23, May 27   

    • plan year
    • vesting
    • (and 3 more)

      Tagged with:

      • plan year
      • vesting
      • years of service
      • amendment
      • vesting computation period
    • 1 reply
    • 98 views
    • 
    • My 2 cents
    • May 30

19. Independent Auditor's Report

    By thepensionmaven, May 25
    • 4 replies
    • 114 views
    • 
    • My 2 cents
    • May 30

20. Differing opinion on Q about vesting computation period for short plan

    By John A, September 28, 1999
    • 3 replies
    • 1,804 views
    • 
    • Bumppo23
    • May 27

21. Beneficiary and RMD rules

    By Cynchbeast, May 26
    • 4 replies
    • 104 views
    • 
    • ETA Consulting LLC
    • May 27

22. TEFRA CARD

    By jevd, May 26
    • 1 reply
    • 78 views
    • 
    • jevd
    • May 26

23. Forfeitures and plan termination

    By Cynchbeast, May 12
    • 4 replies
    • 159 views
    • 
    • Bird
    • May 26

24. RMD and EPCRS

    By AAS2, May 23   

    • correction
    • minimum distribution
    • 6 replies
    • 253 views
    • 
    • CuseFan
    • May 24

25. Service preceding establishment of the plan; still required as considered for eligibility?

    By Bumppo23, May 21   

    • years of service
    • hours of service
    • (and 3 more)

      Tagged with:

      • years of service
      • hours of service
      • entry
      • disregarded service
      • eligibility
    • 1 reply
    • 100 views
    • 
    • CuseFan
    • May 22