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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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Retroactive Plan Amendment
(2 replies)
ERISA - QERP - ARE 3 parcels always required?
(1 reply)
New Form 5307
(0 replies)
Limited Partnership
(2 replies)
Once a 5% owner, always a 5% owner?
(3 replies)
2-year eligibility and coverage
(11 replies)
GUST deadline for 403(b) plans
(0 replies)
Investment Question
(0 replies)
"Omnibus" account for tax withholdings
(0 replies)
One-Man 401k
(12 replies)
Minimum Coverage
(3 replies)
GUST Deadline - New Plan
(2 replies)
State Tax Withholding
(1 reply)
SSA Projected wage bases
(0 replies)
Converting Money Purchase to Profit Sharing
(0 replies)
Taking a life insurance policy as a Distribution
(14 replies)
412i Plan with only life insurance
(1 reply)
EGTRRA and Top-Heavy
(1 reply)
Top Heavy Plan
(2 replies)
Is this a multiple employer plan?
(6 replies)
Participate in two plans
(0 replies)
Top Heavy
(1 reply)
Top Heavy Minimum Allocations in 2 Plans
(2 replies)
Deduction Limits & Annual Additions
(1 reply)
Must prior service be credited after spinoff?
(1 reply)
PCs within an LLP
(0 replies)
Want to start a TPA
(4 replies)
Change in Vesting Schedule
(0 replies)
Compensation for Advisory Committee Members
(4 replies)
Leased Employees w/401k
(0 replies)
Coverage testing required for top-heavy contribution allocation?
(2 replies)
Extensions due to Terrorist attacks
(10 replies)
What to do with forfeitures that exceed contribution formula?
(3 replies)
Determination Request for Collectively-Bargained Plan
(0 replies)
Maximum EE contributions
(3 replies)
Plan document issues when sponsoring finan. insti. is bought by anothe
(2 replies)
410(a), ERISA 202(a), and the University Availablity Rule
(0 replies)
The Universal Availability Rule
(2 replies)
Nondeductible contrib. due to forfeitures?
(1 reply)
Acceleration of EGTRRA Limits
(2 replies)
Early due date(s) of "good faith" EGTRRA amendments?
(0 replies)
Top heavy, sole prop and SSI
(0 replies)
Schedule Q
(0 replies)
controlled groups and attribution
(2 replies)
ERISA protection for PS/MP
(1 reply)
Leased Employees
(2 replies)
Self Directed Accounts
(5 replies)
EPCRS program
(0 replies)
Combining MP & PS Plans (Elective Transfer Option)
(1 reply)
Plan without a Sponsor
(3 replies)
Mergers and GUST
(0 replies)
Plan Documents
(0 replies)
Can plan pay for fidelity bond?
(3 replies)
EGTRRA increased 415 limit not available until 2003 for some plans
(0 replies)
Stock valuation
(0 replies)
IRS - User Fees
(1 reply)
Top Heavy Calculation with relationship to QDRO
(1 reply)
Leased Employees 1,500 Hours?
(0 replies)
Master Trust vs. Comingled Trust
(3 replies)
Foreign real property allowable in 1-person plan?
(0 replies)
Plan fees
(1 reply)
Laymen Terms – Exclusion of Elective Deferrals From Deduction Limit
(3 replies)
Plan Proposal programs
(0 replies)
Are Profit Sharing Plans Eligible for the Over 50 yrs. Additional Cont
(3 replies)
Predecessor Organization
(0 replies)
Small Plan Audit Waiver
(5 replies)
financial planning after age 50
(2 replies)
Need for Money Purchase Pension Plans
(3 replies)
Will This Fly?
(2 replies)
"Buy-Back" of Distributed Benefit
(1 reply)
S-Corp shareholder took a loan
(6 replies)
Partial Plan Termination - Facts to Use to Determine
(5 replies)
Frozen Money Purchase Plan
(1 reply)
Money purchase plan with mandatory EE contribution
(0 replies)
Do new small plan audit rules apply to plans that file a Form 5500-EZ?
(3 replies)
Determination Letter Filings
(3 replies)
401(a)(17) limit for quarterly allocations
(0 replies)
Eligibility/Vesting for Rehires
(3 replies)
Eligibility based on elapsed time
(4 replies)
Does anyone have a good source for finding historical values of LIBOR
(4 replies)
Appointing a Trustee
(0 replies)
Sole Props
(2 replies)
Waiver of Participation
(1 reply)
"Simplified" GUST Determination Letter Procedures
(0 replies)
404 Limits under EGTRA
(1 reply)
MPP Plans -- Mergers
(1 reply)
Exclude independent contractor from plan
(5 replies)
Deduction limit
(6 replies)
Fees to terminated participants
(2 replies)
Monthly profit sharing allocations and last day provision
(3 replies)
Prior deficient Money Purchase Plan
(0 replies)
Provisions of a Standardized Adoption Agreement
(7 replies)
hour of service for on-call time
(5 replies)
Standardized Plans - Last Day of Plan Year Rule
(4 replies)
Changing MPP Contribution Mid-Year
(2 replies)
Purchasing unmarketable assets of a plan
(2 replies)
Retirement Plans Increase in Popularity
(3 replies)
Employer Matching Vesting Schedule under EGTRRA
(2 replies)
Standardized Adoption Agreement
(0 replies)
Standardized Adoption Agreement
(0 replies)
GUST Determination Letter Deadline
(0 replies)
Top Heavy rules and EGTRA
(2 replies)
EGTRA and the 415(c) limit
(1 reply)
Assets in USA Qualified Plans
(1 reply)
plan #'s
(2 replies)
Transferring assets
(0 replies)
New SEP Limit?
(1 reply)
Is an employee who is receiving severance pay eligible for a contribut
(3 replies)
Nondiscrimination testing on multiple plans of a controlled group
(4 replies)
changing plan years due to EGTRRA
(0 replies)
GUST Restatements
(0 replies)
Flip Flops after EGTRRA
(0 replies)
401(k) superior to SIMPLE or SEP IRA even for tiny businesses?
(0 replies)
Vesting when merging plans
(0 replies)
Money Purchase Pension Plans
(1 reply)
H.r. 10
(2 replies)
Continental Benefit Administrators, Inc.
(2 replies)
Reimbursement of Investment Loss To Money Purcahase Pension Plan
(0 replies)
Pension Reform and QTIP trusts
(1 reply)
Missed amendments
(1 reply)
Combined trust for multiple plans of single employer.
(10 replies)
May the cost to file for the plan's INITIAL IRS determination letter b
(0 replies)
Affiliated Service Group?
(3 replies)
Reinstating forfeitures for 0% vested participants - always or depende
(0 replies)
Reasonable cause request to DOL with DFVC in reserve??
(0 replies)
415 issue for employees of purchased company
(3 replies)
Top Heavy Testing-Controlled Group
(6 replies)
What action should be taken when it is discovered that participants ar
(12 replies)
Curing coverage issue in Target Benefit plan
(5 replies)
Sourcebook on Contributory DB Plans?
(2 replies)
Deduction of missed top heavy contribution for 1998 and 1999
(0 replies)
When determining who is an excludable employee under 410(b), which com
(3 replies)
Can an employer allow a participant to have a Self-Directed account &q
(1 reply)
Back-dated plan documents?
(5 replies)
Does the type of ownership shares matter when determining if someone i
(2 replies)
Can Normal Retirement Date require more than 5 years of service?
(5 replies)
Survey material
(0 replies)
Proxy Statements- a repeat question
(2 replies)
Can a 401(k) plan pay fees to a "registered investment advisor (R
(1 reply)
How long after a plan year ends can a contribution be made and still b
(1 reply)
Affiliated Service Group question.
(0 replies)
ERISA 404(c) - One Error Means No Protection?
(2 replies)
When must bond for "non-qualifying plan assets" be effective
(0 replies)
Layed off employees - when do they enter a plan that has a 6 month ser
(1 reply)
GUST Filing - Employer maintains another plan
(1 reply)
Are all purchases of plan assets by a party-in-interest prohibited tra
(1 reply)
Sec 162 Executive Bonus Plan
(0 replies)
Affiliated Service Group
(1 reply)
Can years of employment, prior to plan's existence, be used to meet th
(4 replies)
We recently changed administrators mid-year and were told by the new a
(1 reply)
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