Retirement Plans in General

4,591 topics in this forum

1. IRS Quality Assurance Bulletin 2006-3, Part-Time Employees Revisited

   By Everett Moreland, February 16, 2006
   • 3 replies
   • 2,763 views
   • 
   • BG5150
   • July 16

2. projected limits

   By Tom Poje, July 11
   • 0 replies
   • 79 views
   • 
   • Tom Poje
   • July 11

3. Form 8955-SSA - When to remove a former participant

   By msmith, July 9
   • 9 replies
   • 256 views
   • 
   • Tom Poje
   • July 11

4. Compensation

   By thepensionmaven, July 9
   • 3 replies
   • 208 views
   • 
   • Luke Bailey
   • July 11

5. MPP & Missing or Nonresponsive Participant

   By FormsRstillmylife, June 26
   • 7 replies
   • 268 views
   • 
   • Belgarath
   • July 10

6. Loans - Florida Stamp Tax

   By 52626, May 17
   • 8 replies
   • 382 views
   • 
   • Kphelps
   • July 10

7. TPA or Sponsor (client) to respond to employee requests

   By SSRRS, July 2
   • 16 replies
   • 374 views
   • 
   • jashendorf
   • July 9

8. ESOP Distribution installments after 5 years

   By O shack Hennesy, July 7   

   • distribution timing
   • distubution
   • (and 1 more)

     Tagged with:

     • distribution timing
     • distubution
     • timing
   • 2 replies
   • 115 views
   • 
   • Below Ground
   • July 9

9. DOL Plan audits

   By Belgarath, July 8
   • 1 reply
   • 162 views
   • 
   • rr_sphr
   • July 8

10. A "Series LLC"

    By Belgarath, July 8
    • 4 replies
    • 133 views
    • 
    • Belgarath
    • July 8

11. Can one beneficiary form cover 2 retirement plans?

    By Cardscrazy, June 26   

    • esop
    • 401(k)
    • 8 replies
    • 199 views
    • 
    • ESOP Guy
    • July 8

12. operational compliance versus controlled group testing?

    By draper1, July 2
    • 2 replies
    • 142 views
    • 
    • CuseFan
    • July 3

13. Looking for old Revenue Ruling 80-155

    By justanotheradmin, June 26
    • 6 replies
    • 211 views
    • 
    • Fiduciary Guidance Counsel
    • June 28

14. Vesting service prior to effective date of the plan

    By thepensionmaven, June 26
    • 6 replies
    • 160 views
    • 
    • NJ Mike
    • June 28

15. Top Heavy Dumb

    By thepensionmaven, June 26
    • 3 replies
    • 144 views
    • 
    • CuseFan
    • June 27

16. Self directed 401k

    By Lori moore, June 26
    • 3 replies
    • 159 views
    • 
    • Pam Shoup
    • June 26

17. Blackout notice not sent--one participant

    By BG5150, June 25
    • 4 replies
    • 310 views
    • 
    • Fiduciary Guidance Counsel
    • June 26

18. Old Eligibility Requirements

    By ConnieStorer, June 26   

    • old rules.. age 25
    • 2 replies
    • 128 views
    • 
    • ConnieStorer
    • June 26

19. When Is A Business Entity Formally Recognized For Plan Purposes?

    By mming, June 21
    • 3 replies
    • 172 views
    • 
    • RatherBeGolfing
    • June 25

20. counting vesting YOS

    By Santo Gold, June 12
    • 6 replies
    • 260 views
    • 
    • ESOP Guy
    • June 14

21. Retired or not retired? 1 2

    By Fiduciary Guidance Counsel, March 19   

    • minimum distribution; severance from employment
    • 41 replies
    • 819 views
    • 
    • Tom Poje
    • June 13

22. projected limits for 2020

    By Tom Poje, June 12
    • 1 reply
    • 198 views
    • 
    • Belgarath
    • June 12

23. Termination of IRS Audit Assessment: Form 872T?

    By Tax Cowboy, May 28   

    • audit termination
    • 1 reply
    • 211 views
    • 
    • thepensionmaven
    • May 31

24. Pooled Profit Sharing

    By Nic, May 22
    • 20 replies
    • 449 views
    • 
    • Gilmore
    • May 30

25. compensation issue

    By Scuba 401, May 29
    • 1 reply
    • 146 views
    • 
    • Scuba 401
    • May 30