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  1. How to get sued and fined $200,000 bu IRS (0 replies)
  2. Convertion of 403(a) Plan (0 replies)
  3. tax deduction for self-employed (0 replies)
  4. Prohibited Transactions (43 replies)
  5. How to get a copy of a Determination Letter from the IRS (3 replies)
  6. compensation questions (0 replies)
  7. ERISA code online (1 reply)
  8. retirement plans through the years (2 replies)
  9. DOL Investigations (4 replies)
  10. target benefit and the land of the bizarre (0 replies)
  11. Two Plans and Two Top Heavy Vesting Schedules (2 replies)
  12. Discretionary Non-elective Contribution (1 reply)
  13. Changing a model SEP plan to a plain SEP plain; how does one do that? What variations in eligiblity requirements occur between the two? (2 replies)
  14. Small Plan or Big Plan? (2 replies)
  15. Excluding high paid NHCEs (2 replies)
  16. When doing calculations for allocations for self-employed earned income for a retirement plan, does one just subtract the allocation for the employee( (5 replies)
  17. Affiliated Service group (1 reply)
  18. Garnishment of CHURCH PLAN pension benefits (2 replies)
  19. Small business exemption from having a fidelity bond for the retirement plan? Small business exemption from having a fidelity bond for the retirement (5 replies)
  20. SEP Plan Question (2 replies)
  21. 30% Limit On Passive Income Paid as Management Fee and Treated as Earned Income (1 reply)
  22. How to correct overstated compensation used to calculate allocations? (4 replies)
  23. Money Purchase thinking of restating to a Profit Sharing (8 replies)
  24. Money Purchase or Target plan deduction problem (0 replies)
  25. Your name in front of 100,000 (0 replies)
  26. Self-Employment Earned Income and Permitted Disparity (2 replies)
  27. Statutory Employee (1 reply)
  28. Compensation: 401(a)(17) and 415 (3 replies)
  29. Tax Treatment of Participant's Reimbursment of Employer Contribution (11 replies)
  30. Incorrect TIN (1 reply)
  31. DOL PT safe harbor (5 replies)
  32. Law Firm ASG Question (0 replies)
  33. Controlled Group / Affiliated Service Group ? (9 replies)
  34. Official sources allowing use of plan assets to pay plan maintenance fees, but (1 reply)
  35. What laws would a retirement have to have had to amend for by the middle of 2007? Any aspects of the PPA (Pension Protection Act), for example? (0 replies)
  36. Rollover from qualified plan to qualified plan (4 replies)
  37. Determination letter and can't find 1st doc from the 80's (3 replies)
  38. Is this a prohibited transaction? Is there an exemption? (3 replies)
  39. Plan termination question; when terminating a money purchase plan, must one fully vest all participants? (1 reply)
  40. Money Purchase retirement plans that have insurance policies (other than ERISA fidelity bond); what rules apply? What rules apply when a money purcha (1 reply)
  41. Successor Trustees - Said NO (2 replies)
  42. Compensation Limit - To Prorate or Not... (1 reply)
  43. Creditor protection for QRP distributions (1 reply)
  44. controlled group coverage exception (1 reply)
  45. Death Audits (2 replies)
  46. Sole Proprietor Profit Sharing Plan (6 replies)
  47. Failed coverage (31 replies)
  48. Over 415 Limit (10 replies)
  49. 1099-Rs not filed (3 replies)
  50. Can corporate plan sponsor be the named trustee? (6 replies)
  51. Excluded class definition (4 replies)
  52. Refund due date (3 replies)
  53. Large Plan to Small Plan (4 replies)
  54. Forfeiture Accounts (5 replies)
  55. k-1 Earnings (2 replies)
  56. compensation (0 replies)
  57. "Minimum Funding Waiver" for Profit Sharing Plan with Fixed Contribution? (5 replies)
  58. Key employee (3 replies)
  59. Snap-on or add-on amendments; when can those get used for amending a plan? (1 reply)
  60. EPCRS (self correction) survey [from the IRS] (1 reply)
  61. Vesting schedule that starts at 20% in the third year still acceptable? (2 replies)
  62. Employment on last day requirement-what if the business closes in the winter? (14 replies)
  63. Death of Participant - not will, etc. (5 replies)
  64. Fee for management (1 reply)
  65. Eligibility Requirements of age 21 and 2 years of service...requires dual entry dates? (5 replies)
  66. Which code section and/or treasury regulation calls for a definitely determinable allocation; which section calls for a complete plan document? (4 replies)
  67. 404 Analysis in Affiliated Service Group Situation (8 replies)
  68. audit required? (5 replies)
  69. 403(a) Plan Document (3 replies)
  70. Multiple Employer Plan (1 reply)
  71. When may one use an EGTRRA RAC clarifying amendment? (0 replies)
  72. PS-Deferrals-Catchup in 2 plans (2 replies)
  73. QP participation and IRA (7 replies)
  74. If the Employer Never Makes Matching Contributions then take them out of the Document (3 replies)
  75. Excluded classes and 401(a)(4) Testing (1 reply)
  76. 410(b) Problem Due to Participants w/$0 Compensation? (1 reply)
  77. Can non-US citizen be trustee? (1 reply)
  78. Plan document and SPD disagree (6 replies)
  79. Tardy amender for part of a year, tardy amender for all of a year? (2 replies)
  80. Interference with ERISA rights (9 replies)
  81. Amended Eligibility (5 replies)
  82. Last day to amend for 401(a)(31) for a fiscal year plan (1 reply)
  83. 401(a)(4) (3 replies)
  84. Possible Controlled Group and PT Issues (1 reply)
  85. Which code section states that a non-qualified plan must file according to the regular calendar year? (1 reply)
  86. Self-correction if you made an allocation based on an incorrect compensation figure? (1 reply)
  87. Who can be a trustee (3 replies)
  88. Excluding employees (14 replies)
  89. Retirement Asset Allocation (4 replies)
  90. Coverage (1 reply)
  91. Participation in either/or plans (3 replies)
  92. Faulty plan or adoption agreement language where "nobody got hurt" (1 reply)
  93. Accelerated Amendment Requirements due to plan termination? (1 reply)
  94. Parent Sub Controlled Group (3 replies)
  95. When does a partial termination take place in a controlled group? (1 reply)
  96. When can someone use a snap on amendment to amend a retirement plan document? (1 reply)
  97. When would a retirement plan not need to amend for 401(a)(31)? (1 reply)
  98. beneficiary on father's retirement (2 replies)
  99. QNECs used in top heavy determination (20 replies)
  100. Which code section requires amending the plan for GUST, EGTRRA, 401(a)(9) and 401(a)(31)? (2 replies)
  101. How do deemed earnings figure into 415 limits? (3 replies)
  102. Terminating a retirement plan; what must one do? (2 replies)
  103. Madoff (8 replies)
  104. When Prototype Sponsor no longer sponsors client's plan (0 replies)
  105. 945 - paid preparer (0 replies)
  106. Paying sanction penalties with plan assets (2 replies)
  107. If the asset statements for a retirement plan do not have the assets in the name of the plan, what happens? What corrective actions must take place? (3 replies)
  108. If an employer has different plans (the same employer, I must specify); say for example, a (2 replies)
  109. "Posthumously" amending and restating a retirement plan; hypothetically possible? (0 replies)
  110. Forfeitures (1 reply)
  111. What type of plan? (1 reply)
  112. Setting up an Excel file to automatically determine date of entry for an employee (1 reply)
  113. exceeding 415 limit and plan doc language (0 replies)
  114. 2009 covered comp (0 replies)
  115. Non-equity partner (10 replies)
  116. Plan Limits (4 replies)
  117. Retirement benefits (2 replies)
  118. If someone files a 1040 with a schedule C, when discerning the limit of annual additions for the owner, must this person reduce earned income by half (2 replies)
  119. Paired plans; if you have a profit-sharing plan and a money purchase plan, even if you do not make any contributions to the profit-sharing plan, does (1 reply)
  120. Leased Employee (3 replies)
  121. Excluding older employee (30 replies)
  122. EGTRRA Document -- Required Adoption Date? (0 replies)
  123. Can you tell me briefly about having an annuity as investment in the PSP (4 replies)
  124. Court cases upholding sanctions for taxpayers who attribute their plan's lack of compliance to negligent third-party administrators (4 replies)
  125. Benefit application prior to certified critical (1 reply)
  126. Real Estate Professional (3 replies)
  127. Replacing market value adjustment on conversion (7 replies)
  128. Plan "Contribution"? (3 replies)
  129. How Does IRC 404(a)(3) apply in an affiliated service group? (13 replies)
  130. Loan in default (10 replies)
  131. Lack of documentation; what code references or other official literature addresses this situation? (2 replies)
  132. Can anyone think of a helpful preliminary description of the amounts involved in the closing agreement program? Also, the relationship between the max (0 replies)
  133. Coverage Testing and the ABT when employer has DC and DB plans (0 replies)
  134. simple ira (2 replies)
  135. schedule I (3 replies)
  136. 401k or 403b for small (but growing) nfp (1 reply)
  137. Still a Non-ERISA plan? (4 replies)
  138. Tax court cases upholding the importance of an updated plan document (5 replies)
  139. 401 Rollover --need advice asap (7 replies)
  140. Ratio Percentage Determination (1 reply)
  141. Lawsuits (class action or otherwise) where taxpayer sues third party administrator who did not maintain an updated retirement plan? If so, how have (1 reply)
  142. Is there a controlled group-Another tough question! (2 replies)
  143. Multiple employer plan-controlled group? (8 replies)
  144. When someone has a money purchase plan, when must they include leased employees? (5 replies)
  145. "last day of the Plan Year Ending on or after question"; so if the plan year ended on March 30, 2005, you have only five days? (3 replies)
  146. Plan terminations; what do you have to do? Other than accelerated vesting and amending the plan? When you terminate a retirement plan, other than ac (4 replies)
  147. Amending plan for EGTRRA, GUST, 401(a)(9) and 401(a)(31); what circumstances allow one to go beyond the usual due dates for execution and what serve (0 replies)
  148. Effective date for respective provisions of TRA '86? Not the execution date, the effective date, as execution date and effective date remain different (3 replies)
  149. Disqualified plan losing deduction for form 1120, 1120S, schedule C on form 1040, etc.; absolutely or to the degree non-vested? Please provide referen (1 reply)
  150. S corporation and a disqualifed plan or CAP (Closing Agreement program); how does the flow through nature affect either the loss of deduction on the (0 replies)
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