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  1. 401(a)(31), 401(a)(9) effective dates for a retirement plan questions; absolute or first day of the first plan year following the effective dates give (1 reply)
  2. UCA and OBRA, required effective dates? Distinct from required execution dates (1 reply)
  3. Recommendations for speaker for Retirement Professionals group in Milwaukee (0 replies)
  4. Form 5330 (5 replies)
  5. vested account balance after in-service withdrawal (5 replies)
  6. Minimum wage questions; Minimum wage questions; what age does a person have to reach to get covered by minimum wage, and do some states have mandatory (1 reply)
  7. How does the initial eligibility computation period function when the required service period amounts to two years? (1 reply)
  8. Safe Harbor for deposit of EE salary deferrals (2 replies)
  9. Abolishment of 401(k) Plans (13 replies)
  10. How do you anticipate the bailout affecting retirement plans? (8 replies)
  11. COLA_Rollover Chart (2008-2009) (1 reply)
  12. IRS Announces Pension Plan Limitations for 2009 (19 replies)
  13. 408 Service Provider Agreements for CD Investments (0 replies)
  14. Prevailing Wage Money Purchase Plan (1 reply)
  15. In-Service Transfers (8 replies)
  16. RETIREMENT FUND LOSSES (5 replies)
  17. Audit of Retirement Plan? (1 reply)
  18. Duty of Care in Responding to Request for Forms? (13 replies)
  19. Non resident aliens (8 replies)
  20. Prevailing wage Corbel prototype (1 reply)
  21. Pension Protection Act; some key effects (2 replies)
  22. Profit Sharing Plan with no contributions for three years (5 replies)
  23. PEO & Leasing Company (6 replies)
  24. Prohibited Transaction (1 reply)
  25. Status of IRS determination letter processing? (11 replies)
  26. Paying Expenses from Plan Assets (15 replies)
  27. Controlled Group (9 replies)
  28. Maximum Excess Allowance Greater than 5.7% (3 replies)
  29. Prohibited Transaction (2 replies)
  30. Uniform General Power of Attorney Act (2 replies)
  31. Recent wall street turmoil (4 replies)
  32. A sub-S corporation as part of the Controlled Group (4 replies)
  33. RMD and no liquid assets in plan (4 replies)
  34. Accelerated PPA Vesting for DC Plans (2 replies)
  35. Waiver of 4980F excise tax for 204(h) notice (1 reply)
  36. Money Purchase Plan Problem (4 replies)
  37. Rehired after 12 year absence (with 15 years prior participation) (1 reply)
  38. DB deduction (5 replies)
  39. Life Insurance & Incidental Benefit Rule (1 reply)
  40. Does anyone have any insights on the process of an unagreed 5500 retirement plan cases? (1 reply)
  41. If a company's retirement plan only has one participant, but has other non-participant employees, does it still need a bond for its retirement plan? (3 replies)
  42. Limits on a self-employed individuals integrated allocation (4 replies)
  43. Plan provision requirement for 415 Regs (4 replies)
  44. Assignment of Death Benefits (3 replies)
  45. Prevailing Wage Plan - Due Date of Deposits (4 replies)
  46. International Employee 401k (3 replies)
  47. Affiliated Service Group between hospital and Corporation employing anesthesiologists? (12 replies)
  48. Voluntary employee contributions something of a misnomer (3 replies)
  49. vesting in a PS only plan (3 replies)
  50. Rollover from a designated Roth account (8 replies)
  51. next year's limits (4 replies)
  52. Investment and Administration Advice (4 replies)
  53. Reasonable Dist fees for multiple payments (8 replies)
  54. Administrative Policy Document (1 reply)
  55. multiple employer plans and design options (9 replies)
  56. The latest EPCRS (2 replies)
  57. Union benefits non union ee (9 replies)
  58. Partnerships are evil (14 replies)
  59. Partnership Earnings (1 reply)
  60. Short initial plan year and Top Heavy (4 replies)
  61. Trust with no sponsor (1 reply)
  62. Past service at merger (8 replies)
  63. Sign-Off for Completed Testing (3 replies)
  64. Adjustments to "Total Compensation". (12 replies)
  65. MPP Question (4 replies)
  66. Prohibited Transaction (15 replies)
  67. Loan Terms (2 replies)
  68. Both a DC and DB plan exist (4 replies)
  69. Eligibility - hourly and month requirement (4 replies)
  70. Paying property taxes for real eatate in PS (4 replies)
  71. Plan for Union Employees (1 reply)
  72. Initial eligiblity computation period question (1 reply)
  73. Deduction for short plan year (2 replies)
  74. Party in interest (13 replies)
  75. Changing the definition of compensation (6 replies)
  76. How do you calculate MPA (maximum payable amount)? (0 replies)
  77. Beneficiary Designation (2 replies)
  78. Profit Sharing Plan to Roth IRA (0 replies)
  79. Reimbursement of legal fees related to real estate note transactions (0 replies)
  80. What is the correct board for questions on profit sharing plans? (2 replies)
  81. Mistake of Fact/Return of Excess Contribution (4 replies)
  82. Affilied Service Group question (4 replies)
  83. Controlled Group Question (4 replies)
  84. Employer doesn't make required contributions (9 replies)
  85. In relation to pension information, what is "the blue book" (2 replies)
  86. History of Pension Legislation (5 replies)
  87. "Earned Income" of a Partner (4 replies)
  88. Self-Correction Program (3 replies)
  89. 415 limit default (1 reply)
  90. Former employees and top-heavy tests (2 replies)
  91. Closing agreement, when must you pursue this as opposed (1 reply)
  92. Employee Embezzlement (1 reply)
  93. Form 5330 (1 reply)
  94. father and childern ownership (9 replies)
  95. Top-Heavy Minimums, how does that affect allocations calculations? (3 replies)
  96. Moved to another message board: Donald R. Levy (passed away on June 29) (-- replies)
  97. Compensation from partnership (3 replies)
  98. RAP beyond 9/30/03? How does that become possible? (4 replies)
  99. Death benefits - protected? (0 replies)
  100. Integrated PS (3 replies)
  101. Allocation based on participant's classification? (1 reply)
  102. Grantor trusts, do they ever figure into retirement plans? (1 reply)
  103. Top-Heavy related questions; how does that impact coverage testing? I know that the people who do not work enough hours who would normally not get an (1 reply)
  104. Friday the 13th style question (6 replies)
  105. mortality table amendment necessary? (2 replies)
  106. Davis Bacon Plans (2 replies)
  107. 401(M) and ACP test; what do you do if the plan does not pass muster? (1 reply)
  108. 401(a)(17) limit; how absolutely does it direct allocations? Across all steps? (3 replies)
  109. Recommended magazines about retirement plans (6 replies)
  110. coverage testing for a closed db pension plan - several questions (3 replies)
  111. Does anyone know where the factors for figuring out required minimum distributions would be? Also, does anyone have an Excel file set up to figure out (3 replies)
  112. Coverage Testing - Three Year Testing Cycle (3 replies)
  113. 401(a)(31) experiences, problems, conundrums, Catch-22 situations (if you will), etc. (7 replies)
  114. How do franchises affect retirement plan coverage issues? (2 replies)
  115. Determination of Otherwise Escludable Emplyees (OEEs) (5 replies)
  116. Retirement plan's asset/trust statements; what official regulations dictate that the statements must be in the name of the plan? (1 reply)
  117. Converting money purchase plan to 401(k) (0 replies)
  118. If the beneficiary is a trust, where do you look for distribution schedule in uniform life table? (1 reply)
  119. Relius Government Forms 5500 SP2 (2 replies)
  120. Prohibited Transaction Exemption (0 replies)
  121. COLA and Rollover Chart for 2007 and 2008 (8 replies)
  122. Calculating required minimum distribution (7 replies)
  123. Money Purchase Plan Termination and Distribution (3 replies)
  124. Six months for period of service requirement for entry into a retirement plan, must you use elapsed time? (2 replies)
  125. If a retirement plan only has the owner as a participant, does the plan need a fidelity bond? (1 reply)
  126. 401(31)(a) what does this new law entail? Does it primarily affect rollovers? (0 replies)
  127. New Form 5307 (3/08) (2 replies)
  128. Removal of in-service provision (5 replies)
  129. Canadian income US schedule C, Pension? (0 replies)
  130. Prohibited Transaction (12 replies)
  131. Can my client take 1 RMD even though he has an IRA and a DB Plan? (1 reply)
  132. The purchased company's plan and coverage (1 reply)
  133. 100% of employees are "leased employees" (1 reply)
  134. How do you calculate interest for a 5330? (2 replies)
  135. Beneficiary Designation (3 replies)
  136. Class Action Settlement (3 replies)
  137. Multiple Employer Plan (0 replies)
  138. Contributions deposited and not allocated (4 replies)
  139. Sole Proprietor Compensation (1 reply)
  140. Work Release Inmates Eligible to participate (3 replies)
  141. Can a trust be the sponsor of a plan (1 reply)
  142. Updated Section 402(f) Notice (0 replies)
  143. independent CPA audit (6 replies)
  144. Valuation for a balance forward plan (5 replies)
  145. EGTRRA Remedial Amendment Period (1 reply)
  146. Unrealized receivable for partner - plan pay? (2 replies)
  147. Purchase of Foreign Company (0 replies)
  148. Timing of deduction (7 replies)
  149. highly compensated determination (1 reply)
  150. Trustee Directed DC Plan Statements (0 replies)
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