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Retirement Plans in General
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Retirement Plans
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Retirement Plans in General
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NJ and EGTRRA (not perfect together)
(2 replies)
How is deductible limit calculated for a money purchase plan when plan
(5 replies)
Short Plan Year - Excludable Employees?
(1 reply)
Treatment of Alternate Payee for Top-Heavy Purposes?
(3 replies)
General Nondiscrimanation Test for Retirees
(0 replies)
1035 exchange in qualified plan?
(0 replies)
Deductibility of contributions for S-Corp
(14 replies)
LLC and SIMPLE IRA
(0 replies)
Fiduciary Duty and Valuation of Stock in a Closely-Held Company
(2 replies)
In-Service Withdrawal in Self-Employed Pension Plan
(1 reply)
Offshore Investments for Retirement & Savings Plans
(0 replies)
help
(1 reply)
Amendment timing
(2 replies)
Related Employer Issue
(0 replies)
Is it or isn't it an ASG???
(0 replies)
Earned Income for Partner in Multiple Partnerships
(1 reply)
Deductibility of contribution in excess of 415
(5 replies)
S Corp dividends paid to Profit Sharing Trust
(13 replies)
nondeductible contribution
(10 replies)
two year eligibility / rehire
(2 replies)
Retirement Health Plans - SPDs
(1 reply)
Special Provisions for New Hire
(2 replies)
Company Defined Contribution and Defined Benefit Plan
(1 reply)
qualifying trusts
(0 replies)
target benefit plan contribution
(5 replies)
Summary of Material Modification?
(1 reply)
Former Spouse as Beneficiary of Life Insurance Policy Held by Plan
(3 replies)
Privacy
(0 replies)
Distribution as a contribution
(3 replies)
Employer deducting money from check-without "reason"
(4 replies)
Voluntary change to cash balance plan: how does one decide?
(1 reply)
414(s) compensation test
(0 replies)
Davis Bacon Plans
(0 replies)
New Comparability Plans for Sole Props
(1 reply)
Ownership attribution - children to parents
(5 replies)
Annuity Purchase Rates
(2 replies)
Statement of Statutory Accounting Principles #8
(1 reply)
QSLOBs
(6 replies)
"Non-trusteed" plan????
(3 replies)
EGTRRA and 411(d)(6) for Profit sharing plans
(8 replies)
limiting compensation in a profit sharing plan
(1 reply)
Partnerships and K-1 Income
(5 replies)
Controlled groups and separate plans
(1 reply)
Top Heavy aggregation with SIMPLE IRA
(1 reply)
Consequences of failure to fund profit sharing plan
(8 replies)
Age Weighted Plan document
(1 reply)
partners & leasing organization
(0 replies)
Alternatives to minimum funding requirements
(1 reply)
§415(c) Contribution Limits for DC plans
(4 replies)
IRS User Fees
(3 replies)
What documentation is required to amend Money Purchase to Profit Shari
(3 replies)
Payable from Plan Assets: Seminar and Trade Association Fees?
(2 replies)
Treatment of MP plan's forfeitures when MP plan merges into PS plan
(3 replies)
SCAM - this is a link to a topic on the 401k board
(0 replies)
Abandoned Plan Distribution Rules
(3 replies)
Reversion of Plan Assets
(1 reply)
Plan deposits and withdrawals - turnaround times
(0 replies)
PEO and 401(k) Plan
(1 reply)
Seeking guidance on Profit Sharing Plan with leased employees
(3 replies)
"LEO" Plan??
(2 replies)
Top-heavy test - officer - determining number of employees in a year
(7 replies)
Can a canadian company establish a US retirement plan?
(3 replies)
Treatment of rank and file if plan is disqualifed
(5 replies)
204(h) notice required for conversion from MP to 401(k) PS?
(2 replies)
How do you calculating annual additions while merging plans?
(1 reply)
2 DC Plans
(1 reply)
self direction of account
(6 replies)
Short limitation period when plan year is changed - am I reading reg c
(0 replies)
Short limitation period in 2002 - pre-EGTRRA or post-EGTRRA?
(0 replies)
davis bacon plans
(1 reply)
Is Fund Required to Report UBTI to a Tax-Exempt Entity?
(1 reply)
Compensation used for Deduction
(1 reply)
QSERP Benefits for Former HCEs
(0 replies)
Termination date when participant receives severence pay.
(5 replies)
Not really retirement plan specific question. Need a copy of an old I
(3 replies)
Missing Documents? Idea's?
(7 replies)
Catch-up contributions
(20 replies)
100% of Plan Assets in Annuity Contract
(2 replies)
Eligibility Question
(1 reply)
Multiple plans - with sole proprietors
(4 replies)
MP Merged in PS Plan
(28 replies)
Timing of restating a money purchase plan to a ps plan-
(1 reply)
"Stark" regulations
(0 replies)
Plan Amendments
(0 replies)
Responsibility for maintaining plan document after client leaves??
(7 replies)
415(e) Repeal When Plan Frozen Prior to Repeal Effective Date?
(4 replies)
Portability after EGTRRA
(4 replies)
Excluded Stock in Controlled Group Determination
(3 replies)
Top Heavy Minimums and Excluded Classes of Employees
(3 replies)
Employer Reimbursed by Trust Assets for Payment of Administrative Expe
(0 replies)
Trust ID numbers
(6 replies)
After-tax distributions
(2 replies)
DB plan combined with 403(b) in 2002
(4 replies)
415 limit $35,000 or $40,000?
(1 reply)
Social Security Wage Base
(0 replies)
Annuity benefit when merging money purchase and p/s plans.
(5 replies)
Forfeitures/re-hired employee
(1 reply)
Keogh plan and 401(k)
(0 replies)
Choice of whether or not to self direct.
(1 reply)
"Conversion" of MP plan to a 401(k) PS plan
(17 replies)
User fees
(0 replies)
Denied eligibility after a certain age
(3 replies)
State income taxes on retirement plan participants due to amending the
(3 replies)
Orphan Plan?
(3 replies)
Would rollover from conduit IRA delay required minimum distribution?
(3 replies)
When do the provisions of a plan amendment changing eligibility and ve
(2 replies)
Can an RMD based on an IRA balance be satisfied by taking the required
(2 replies)
Multiple Profit Sharing Plans for a Single Person: Problems?
(4 replies)
Amendment to Change Plan/Trust Year
(6 replies)
Service Agreement (trustee and employer)
(0 replies)
MP Mergers
(0 replies)
Sub- S "bonus" used for contribution
(0 replies)
Insurance Incidental Limits
(0 replies)
New (old?) Planning concept
(0 replies)
Notice Requirements Applicable When Money Purchase Plan is Merged into
(2 replies)
Davis-Bacon plan
(2 replies)
Prohibited Transaction/ERISA Violation?
(3 replies)
Life insurance premium payments
(1 reply)
Prevailing wage plans
(0 replies)
Dissolved Corporation as Plan Sponsor
(0 replies)
Amending a plan to forfeit immediately instead of holding forfeited ba
(7 replies)
Ogden Utah address
(0 replies)
Money Purchase Plan needed?
(3 replies)
Top Heavy Plan
(1 reply)
Job hopping in a Controlled Group
(2 replies)
waiver of money purchase plan minimum funding for 1 plan year
(1 reply)
One Participant Retirement Plan
(1 reply)
Affiliated Service Group ?
(4 replies)
Gramm-Leach-Bliley application to retirement plans
(2 replies)
Affiliated Service Group???
(0 replies)
PEO's
(3 replies)
From 5300 - Demo 9
(1 reply)
Bad Boy Clauses
(0 replies)
Can a DB Plan Accept a rollover?
(3 replies)
Mistake made in amount paid out to terminated participant
(5 replies)
GATT Rate
(1 reply)
Solve plan amending requirement by switching to prototype plan?
(0 replies)
Do you need to adjust compensation for family members of HCE to calcul
(2 replies)
Leased Employer
(0 replies)
Can partner participant write a personal check for discretionary PSP c
(1 reply)
USERRA and State Law
(0 replies)
Merger and Partial Plan Termination
(2 replies)
Eligibility to Adopt Retirement Plan
(6 replies)
Vesting Cutback Conundrum
(1 reply)
Document Production
(2 replies)
The Non Rollables
(0 replies)
Are forfeiture restorations counted as employer contriubtions for any
(1 reply)
Return of contribution
(1 reply)
EGTTRA -- Employer Credit for Plan Start Up Costs
(5 replies)
Top-Heavy contribution due date when plan year and tax year are differ
(1 reply)
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