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  1. Is Severance Pay always considered compensation? (6 replies)
  2. Related Employers (Coverage and Non-discrimination testing) Looking at (0 replies)
  3. How does a Plan Administrator comply with a pre-REA domestic relations (1 reply)
  4. PTE Application (0 replies)
  5. What are common pitfalls of administering Davis Bacon plans? (2 replies)
  6. How to handle contributions to pension plan based on non-existent comp (4 replies)
  7. Including Prior Employer Compensation in Defined Contribution Plans (0 replies)
  8. Irrevocable Election between Plans (8 replies)
  9. Summary Plan Description Exemption (1 reply)
  10. What affect does a union plan have on a plan of the employer in which (8 replies)
  11. Fidelity Bonds (0 replies)
  12. Statutory employee issue (2 replies)
  13. Help with change in plan sponsor entity type. (1 reply)
  14. Can anyone recommend a good investment company/TPA alliance program av (4 replies)
  15. Participant Elects Eligibility/Vesting? (4 replies)
  16. Contribution to MPPP or PSP? (1 reply)
  17. Sample Letter to Terminated Employees <5000 (0 replies)
  18. Provision "integral" to one covered by Remdial Amendment? (1 reply)
  19. Can an individual elect to cash out his life insurance policy into the (3 replies)
  20. Unpaid spouses service (4 replies)
  21. What does "true up transfer" mean ? (5 replies)
  22. 1000 rule with two years of service apply? (2 replies)
  23. Excess contributions to Target Benefit Plan (1 reply)
  24. Certification question? (3 replies)
  25. Advance contributions by HCE in participant-directed account plan. (4 replies)
  26. No Employees in Plan - No ERISA Coverage? (0 replies)
  27. What happens with the MRD rules where a 5% owner ceases to be a 5% own (0 replies)
  28. HCE Determination and 318 Stock Options (0 replies)
  29. 415 limits for short initial plan year. (6 replies)
  30. Vesting in second plan (2 replies)
  31. Life Insurance question (1 reply)
  32. When are multiple vesting schedules in one plan considered discrimina (4 replies)
  33. Can a profit sharing allocation formula be changed during a plan year? (9 replies)
  34. Family attribution father owns 100% of Company and daughters and grand (1 reply)
  35. Vesting Years in two Plans (1 reply)
  36. Partnership 401k (1 reply)
  37. Okay to make a profit sharing contribution of 4% for first 6 months an (3 replies)
  38. Can a company make a profit sharing contribution consisting of either (0 replies)
  39. Any disadvantages to making top-paid group election to determine HCEs? (0 replies)
  40. Minimum Distribution Rules. Why? (5 replies)
  41. Partial termination in plan covering employees in more than one collec (1 reply)
  42. Eligibility in US plan with foreign divisions. (2 replies)
  43. Any problem in DC document not amended to reflect repeal of 415(e), an (6 replies)
  44. Coverage of Board of Directors (2 replies)
  45. Forfeitures and money-purchase pension plan contributions (1 reply)
  46. IRS phone number (2 replies)
  47. Can a Mortgage Broker's Qualified Plan Invest in Mortgages They Sell? (0 replies)
  48. Telephone number for Covington (1 reply)
  49. Spouse Earned Income (0 replies)
  50. Does the Corbel document provide for expenses to be paid from the trus (0 replies)
  51. Can vested balances be used to reduce embezzled amount? (6 replies)
  52. Amendment to reduce MPP % (13 replies)
  53. Do 457(b) and 457(f) plans need to file Annual Returns on IRS Form 550 (0 replies)
  54. Can someone participate in MPP/PS plans, plus have a SEP on the side? (1 reply)
  55. Monthly allocations? (3 replies)
  56. No annual notice requirement in January 2001 for sponsors of regional (2 replies)
  57. 401(k) vs. 403(b) (0 replies)
  58. Due date for a profit sharing contribution for a non-profit organizati (1 reply)
  59. Deferred Retirement Option Plan "DROP" (0 replies)
  60. fidelity bond provision (0 replies)
  61. Filing for an IRS determination letter in year 2001 (0 replies)
  62. Definition of "active participant" for W-2 (2 replies)
  63. Amending MPPP to have different allocation percentages. (0 replies)
  64. leasing organizations and retirement plans - top heavy issue (2 replies)
  65. Do participants who terminate before a new valuation and paid out base (4 replies)
  66. Obtaining Copy of Sponsor's Prototype Plan Document from the IRS (0 replies)
  67. 1099-R question: 1 trust but more than one plan: is 1 1099-R okay or m (3 replies)
  68. 1099-R question: How do you handle Copies D, 1 and 2 (mail all of them (1 reply)
  69. If a plan is amended to a short plan year, must the amendment be signe (1 reply)
  70. YOS for vesting when employee terminates before the end of the computa (5 replies)
  71. 457K withdrawal (0 replies)
  72. Timing of Amendment's Adoption and Effective Dates (2 replies)
  73. Rules that govern Money Purchase Plans (0 replies)
  74. When 415 excesses are returned, is a 5330 required? (1 reply)
  75. Year End Checklist (2 replies)
  76. SOCIAL SECURITY REPLACEMENT PLAN (0 replies)
  77. what if my company b(company b bought my company a) files for bankrupt (2 replies)
  78. Forfeiture allocations to former employees (4 replies)
  79. Can a mppp contribution be increased for a part of the plan year? (4 replies)
  80. $35,000 Limit for DC Plans (2 replies)
  81. Purchase of paid up whole life insurance with an account balance? (8 replies)
  82. Are different levels of contibution based on years of service permissi (1 reply)
  83. Remove life insurance as investment option? (2 replies)
  84. Transfer of stock as a co. contribution??? (4 replies)
  85. Anyone heard of Doc Man? (8 replies)
  86. MRD amount when TEFRA election can not be produced - participant says (0 replies)
  87. Davis Bacon Plans. I need bundled provider (2 replies)
  88. Receivable contributions to include in account balances for Top-Heavy (6 replies)
  89. Questions about removing excess Keogh contributions (0 replies)
  90. KEOGH Plan information (6 replies)
  91. When changing a vesting schedule, are all these statements true? (0 replies)
  92. Definitely Determinable Allocation? (10 replies)
  93. "Bad Boy" clause authority - where is it? (7 replies)
  94. Prohibited Transaction Excise Tax (2 replies)
  95. Contributions for Leased Employees (1 reply)
  96. Is there an exception that is "done all the time" to the gen (1 reply)
  97. Question re allocation formula in money purchase plan (2 replies)
  98. What is the first day of the Plan year? New Plan effective 8/1/00, bu (3 replies)
  99. Terminate a plan in phases. (1 reply)
  100. Volume Submitter Document question (0 replies)
  101. Prohibited transaction 2? (3 replies)
  102. Prohibited transaction if employees are allowed to "link" wi (7 replies)
  103. Ownership interests of members of an LLC? (1 reply)
  104. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the (2 replies)
  105. Can a plan sponsor set up an account inside a target benefit plan to h (6 replies)
  106. Employer contributes to profit-sharing plan before year-end; plan has (5 replies)
  107. Retirement Plans for Independent Contractors; I understand there are s (9 replies)
  108. New DC Plan - lump sum payments (0 replies)
  109. Schedule C earnings in year of plan termination. (0 replies)
  110. Is severance pay included or excluded under each safe-harbor definitio (1 reply)
  111. 404 Limit for Profit Sharing - does it include compensation for termin (8 replies)
  112. Fiduciary Bond Not required for One-Participant Keogh Plan? (3 replies)
  113. Can plan assets be used to pay real estate taxes? (2 replies)
  114. Prohibited transaction? (1 reply)
  115. Locating Missing Participants (4 replies)
  116. Sobering lesson on importance of unambiguous forms for plan participan (27 replies)
  117. May a foreign entity establish a 401(k) plan for its USC employees emp (0 replies)
  118. Vesting required to be shown on annual benefit statement? (4 replies)
  119. Can a pre-1987 carryforward be used by a plan other than the plan that (2 replies)
  120. LOST PARTICIPANTS (5 replies)
  121. Full vesting for spinoff plan participants? (3 replies)
  122. Any actual difference between a 411(d)(6) protected benefit that can b (1 reply)
  123. Amendments restricting in-kind distributions: 1) same effective date r (0 replies)
  124. key ee in 2 cos., $30,000 in 2 MP plan? (1 reply)
  125. Do we have a controlled group for 2000 if controlled group for part of (0 replies)
  126. D/B Plan with some D/C Limits under IRC 414(k)(2). (0 replies)
  127. Does anyone know a good source for benchmarking retirement plan fees, (0 replies)
  128. Can client retroactively amend DC money purchase pension plan? (1 reply)
  129. How is 410(b) testing done when a plan covers some, but not all, colle (1 reply)
  130. Has any TPA had any experience dealing with John Hancock? If so, what (0 replies)
  131. Statistical Request (1 reply)
  132. Non-U.S. Citizens As Plan Trustees? (3 replies)
  133. Can I put life insurance inside of a defined contribution plan? Need a (0 replies)
  134. How to allocate more than $34k in 2001? (3 replies)
  135. Is a 5310-A filing required (0 replies)
  136. Is an amendment to each plan document necessary to merge 2 DC plans in (0 replies)
  137. Controlled group - attribution of stock owned by trust to individual b (0 replies)
  138. Does anyone have a worksheet to calculate contributions for self-emplo (1 reply)
  139. Former employer won't distribute. (1 reply)
  140. What are the rules for hardship distributions from profit sharing plan (5 replies)
  141. Will the $ limit increase to $35,000 next year? (3 replies)
  142. Definite predetermined formula? Employer wants to base profit sharing (0 replies)
  143. Should an individual who receives only the top-heavy minimum contribut (4 replies)
  144. What are the issues when a company would like to include non-U.S. citi (1 reply)
  145. Has anyone else run into terminated participants who are rolling money (5 replies)
  146. Lost participants - any obligation to find them just to provide SAR, S (0 replies)
  147. Need cite for recent First Union case. (1 reply)
  148. Can employees who have not completed a year of service be excluded fro (0 replies)
  149. Can a P/S plan that had been a target plan permit in-service withdrawa (2 replies)
  150. Can president of plan sponsor stop participating in the company's pens (2 replies)
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