Retirement Plans in General

4,397 topics in this forum

1. Treatment of non-deductible contributions

   By SoCalActuary, Tuesday at 10:36 PM
   • 4 replies
   • 104 views
   • 
   • SoCalActuary
   • 22 hours ago

2. Private Employer & Government Plan

   By shERPA, May 16
   • 6 replies
   • 171 views
   • 
   • shERPA
   • Monday at 06:02 PM

3. 1,000-Hour Requirement

   By jpod, May 18
   • 4 replies
   • 148 views
   • 
   • Tom Poje
   • Monday at 12:43 PM

4. QDRO - retiree is re-employed

   By RGALVIN64, May 17   

   • i was awarded a qdro when me and my ex were divorcing 5 years ago. he now decided to go back to his former job. my ex cannot double dip and collect retirement while being a full-time employee. his retirement benefits will stop and he said so will my qdro.
   • can a qdro be cancelled or postponed?
   • 2 replies
   • 141 views
   • 
   • QDROphile
   • May 17

5. Supplemental Executive Retirement Plan IRS year-end reporting

   By irsiscrazy, May 14
   • 3 replies
   • 137 views
   • 
   • Luke Bailey
   • May 16

6. Disability Determination - 'Outsource' to Physician?

   By SadieJane, April 25
   • 4 replies
   • 184 views
   • 
   • JustMe
   • May 16

7. next year's limits

   By Tom Poje, May 15
   • 4 replies
   • 185 views
   • 
   • XTitan
   • May 15

8. Split 401k to avoid audit retro to first day

   By B21, May 10
   • 3 replies
   • 239 views
   • 
   • B21
   • May 11

9. Are J-1 Visa Interns and Trainees "Employees" for Retirement Plan purposes?

   By cheersmate, May 9   

   • student visa
   • interns
   • (and 4 more)

     Tagged with:

     • student visa
     • interns
     • trainees
     • j-1
     • j1
     • j-1 visa
   • 1 reply
   • 161 views
   • 
   • imchipbrown
   • May 11

10. Corporate transactions

    By Belgarath, May 8
    • 7 replies
    • 158 views
    • 
    • QDROphile
    • May 8

11. Affiliated Service Group A-Org Test - FSO Corporation Exception

    By ERISA11, May 2   

    • a-org
    • asg
    • (and 4 more)

      Tagged with:

      • a-org
      • asg
      • affiliated service group
      • professional service corporation
      • corporation
      • llc
    • 1 reply
    • 194 views
    • 
    • Luke Bailey
    • May 3

12. Scrivener's Error?

    By Pammie57, April 16
    • 14 replies
    • 446 views
    • 
    • Fiduciary Guidance Counsel
    • May 3

13. 1099-R question

    By Cynchbeast, April 30
    • 6 replies
    • 189 views
    • 
    • Bird
    • May 2

14. Does anyone test whether a recordkeeper’s information about compensation from investment funds is correct?

    By Fiduciary Guidance Counsel, May 1   

    • revenue sharing
    • 1 reply
    • 151 views
    • 
    • Fiduciary Guidance Counsel
    • May 2

15. participant terminates and rolls account before all contributions were made to her account

    By mariemonroe, May 1
    • 3 replies
    • 161 views
    • 
    • CuseFan
    • May 1

16. Transition rule under 410(b)(6)(C)

    By buckaroo, April 26
    • 5 replies
    • 159 views
    • 
    • buckaroo
    • May 1

17. BRF

    By cs771, April 27
    • 1 reply
    • 90 views
    • 
    • Luke Bailey
    • April 27

18. Is this individual an employee?

    By Santo Gold, April 25
    • 18 replies
    • 395 views
    • 
    • Belgarath
    • April 27

19. How do you decide which topics to omit from a plan-design discussion?

    By Fiduciary Guidance Counsel, April 12   

    • plan design; adoption agreement
    • 17 replies
    • 348 views
    • 
    • Bird
    • April 17

20. Forfeitures - timing?

    By Chippy, April 13
    • 2 replies
    • 161 views
    • 
    • ESOP Guy
    • April 13

21. Sub S shareholder "wages"

    By thepensionmaven, April 11
    • 15 replies
    • 316 views
    • 
    • BG5150
    • April 13

22. That a retirement plan required no spouse's consent for a distribution before the participant's death meant a surviving spouse gets no portion of a $2.7 million benefit.

    • 1
    • 2

    By Fiduciary Guidance Counsel, April 3   

    • qjsa; qpsa; survivor annuity; spouse
    • 48 replies
    • 855 views
    • 
    • ESOP Guy
    • April 12

23. Form 5330 - Notice CP-220

    By ERISAAPPLE, April 11
    • 0 replies
    • 103 views
    • 
    • ERISAAPPLE
    • April 11

24. 11-g amendment for one person--SMM required?

    By BG5150, April 10
    • 1 reply
    • 156 views
    • 
    • Larry Starr
    • April 10

25. K1 with outside W2

    By ombskid, April 9
    • 5 replies
    • 183 views
    • 
    • ombskid
    • April 10