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  1. Where can a terminated plan purchase a deferred annuity for a lost par (4 replies)
  2. What should be done when a profit sharing contribution exceeds the fix (13 replies)
  3. What are the differences between the "non-traditional" OBRA (2 replies)
  4. What is a "retirement income account" for churches? (1 reply)
  5. A plan subject to the J & S rules has a loan provision. Is a waive (2 replies)
  6. Bonding and Directed Trustees/Custodians (3 replies)
  7. What are contribution accrual requirements for frozen money purchase p (0 replies)
  8. Problems with having the two plans invested in a single group annuity (1 reply)
  9. Apparent "Catch-22" in money purchase pension plan funding: (5 replies)
  10. Retirement program (DROP) (0 replies)
  11. Does anyone have experience with paying legal fees (preparation for li (3 replies)
  12. No earnings or contributions included in final distribution amounts. (1 reply)
  13. Calculating (or not calculating) lost earnings on late discretionary c (0 replies)
  14. Plan Asset Written Off Years Ago Now Recovered (1 reply)
  15. Cash-outs under $5,000 after annuity starting date. (0 replies)
  16. Is it a partial termination? (3 replies)
  17. Is an employer contribution deductible when a financial institution fa (1 reply)
  18. Enrollment gifts and giveaways/prizes - Prohibited transaction? (17 replies)
  19. GUST Amendment for Terminating Plans (7 replies)
  20. Copy 1 of Form 1099-R (0 replies)
  21. Defaulted loans - looming in the background if participant tries to bo (4 replies)
  22. 5500 required if new profit sharing plan is not funded after all? (8 replies)
  23. Are parking spaces a good plan investment? (0 replies)
  24. ERISA 204(h) Notice Due to Merger of MPP/PSP? (1 reply)
  25. Retroactive plan amenmdents relating to elective/optional law changes (0 replies)
  26. Coordination of IRC 415, 412, 404 (13 replies)
  27. Fidelity Bond in excess of $500,000 (0 replies)
  28. Sole Prop. w/ Sep and also participant in LLC plan where he is 1/3 par (0 replies)
  29. Two Sponsors In Same Plan Year (1 reply)
  30. Electronic Pension Deposite. (1 reply)
  31. Can a profit sharing distribution be rolled over to a new employer's (2 replies)
  32. Advice needed for growing TPA firm. (0 replies)
  33. must beneficiaries who elect to leave their balances in the plan compl (2 replies)
  34. Non-standardized plan with no exclusions (0 replies)
  35. Contributions Based on Comp. While Disabled? (4 replies)
  36. Average Benefit Percentage Test Questions (7 replies)
  37. Details of Company Pension Plans (2 replies)
  38. DOL Audit of Service Provider (0 replies)
  39. Fixed $ P.S. contribution OK? (7 replies)
  40. When calculating the 15% contribution limit, can forfeitures first be (7 replies)
  41. Party in interest as broker for plan (7 replies)
  42. Are Employees of Temp Agency Your Employees? (3 replies)
  43. Affiliated Service Group? (6 replies)
  44. Is an independent audit required here? (5 replies)
  45. Is the following a related rollover? (3 replies)
  46. Granting service credit to acquired employees for service with prior a (1 reply)
  47. One shareholder has a right of first refusal before other shareholder (19 replies)
  48. Penalty on distribution of income on after-tax contribution? (1 reply)
  49. Proposed Regulations under Section 411(d)(6) (1 reply)
  50. Can the 100% owner of an LLC have Schedule C income, or because it's a (2 replies)
  51. Collectibles as investments (7 replies)
  52. Is the city's matching deferred comp in a 457 plan part of the total 8 (1 reply)
  53. PRIOR SERVICE CREDIT (1 reply)
  54. 25% and 15% calculations wrt ee deferrals (4 replies)
  55. How do you determine the annual additions limit for paired retirement (2 replies)
  56. Tip income (0 replies)
  57. Electronic signatures (2 replies)
  58. family attribution example (7 replies)
  59. Participation Date of Rehired Employee Who Had Received Involuntary Ca (1 reply)
  60. Working for a municipality, can an employee have a 457 TSA and also a (2 replies)
  61. Breaks in service and 5 year vesting. (1 reply)
  62. Admin firms who do Davis-Bacon plans (government contracts)? (5 replies)
  63. Can standardized MP plan be amended towards end of year to add a last- (4 replies)
  64. Comprehensive Pension Reform Bill (2 replies)
  65. Erroneous Deposit of Money Owed to Plan (2 replies)
  66. Looking for list of factors other than cost that a plan sponsor should (2 replies)
  67. May an LLC establish the Equivalent of a Stock Option Plan (2 replies)
  68. Prohibited transaction? A competitor for providing bundled DC Plan ser (5 replies)
  69. Is a former union employee immediately eligible to participate upon hi (1 reply)
  70. Sample size used for the audit of a plan (0 replies)
  71. Rollovers to a profit sharing plan that does not allow rollovers (0 replies)
  72. Rehired participant after a distribution. (0 replies)
  73. Contribution deposited, now ER doesn't want to allocate (4 replies)
  74. TIN's no longer required? (4 replies)
  75. Forfeiture Restoration (3 replies)
  76. Key employees and stock held in an ESOP (2 replies)
  77. Securities Lending (5 replies)
  78. 204(h) Notice Twice?? (1 reply)
  79. ERISA Release for Claim Involving Group Health Plan (0 replies)
  80. 401k plan termination after company's divisions split? (1 reply)
  81. Does an employer need to make the contribution to a dc plan before the (1 reply)
  82. IRC 404 Deduction limit (2 replies)
  83. Rollover within plan from mutual fund family to insurance company? can (2 replies)
  84. How does a Profit Sharing Plan with Multiple Contribution Rates Satisf (0 replies)
  85. EE Stock Purchase Plan - max # of shares? (0 replies)
  86. Rule of parity when using a 6 month requirement for eligibility and de (2 replies)
  87. Placing of Controlled Group HCEs on subsidiaries' payrolls to satisfy (0 replies)
  88. Failed 410(b) Test (3 replies)
  89. IRS Notice 87-13 (1 reply)
  90. Non Profit Entity as Plan Trustee (2 replies)
  91. Nondiscrimination software (1 reply)
  92. Preemption re: state tax withholding (11 replies)
  93. Normal Retirement on later of 65 or 5th Anniversary (1 reply)
  94. Top Heavy minimum contribution in a DC plan (1 reply)
  95. supplemental contribution requiring 5 yrs. of service (2 replies)
  96. fees paid from annuity assets (1 reply)
  97. Pension Contributions (4 replies)
  98. Severance Pay and Deferrals (22 replies)
  99. LIP Plan (0 replies)
  100. Combined 415 limits for an individual who is a participant (partner) i (2 replies)
  101. Cash Distribution on DB Pensions at Retirement. (8 replies)
  102. What to provide participants as part of a "full annual report&quo (6 replies)
  103. Is pension plan vulnerable to lawsuit against corporation?? (2 replies)
  104. Money Purchase Plan & Professional Corp (6 replies)
  105. Controlled Groups and SEP's (2 replies)
  106. Last Day of Plan Year is Plan Entry Date (2 replies)
  107. Amendment to "unfreeze" a previously frozen money purchase p (2 replies)
  108. Use of Fractional Year (3 replies)
  109. QPSA and QJSA for domestic partners in a civil union -- now required i (8 replies)
  110. Change in vesting rules (2 replies)
  111. Any word on GUST Amendment deadlines for individually designed plans? (1 reply)
  112. Open Enrollment? (1 reply)
  113. Can the Form 5307 relating to Volume Submitter Plans be used to get a (4 replies)
  114. How long does an employer have to pay out a pension plan (under $5000) (1 reply)
  115. Fiduciary liability when providing investment advice (3 replies)
  116. Paperless office (3 replies)
  117. Is purchase of annuity by plan a prohibited transaction where particip (2 replies)
  118. Defined Benefit Calculation Systems (1 reply)
  119. Plans for Corporate Directors (3 replies)
  120. Money Purchase post-tax employee contributions (2 replies)
  121. How do you correct filing duplicate 1099-Rs? (2 replies)
  122. Phone number or address to obtain a new copy of lost favorable determi (1 reply)
  123. Is a distribution that was made within the last 5 years to an employee (4 replies)
  124. RESOURCE FOR INFORMATION ON AVG PLAN EARNINGS (1 reply)
  125. Money Purchase Formula -> 100% of 401(k) Plan contributions? (8 replies)
  126. Pension Plan Compliance with the Department of Labor (1 reply)
  127. Top heavy determination for short plan year (0 replies)
  128. Hours for "other than performance of duties" counted for all (1 reply)
  129. Discretionary PS contribution allocated but not made. What are options (1 reply)
  130. Missing 5500 Forms - waiver of penalty - what is IRS typical response? (1 reply)
  131. Benefit levels for non-union, hourly EEs (2 replies)
  132. Commonly asked questions (0 replies)
  133. Does including otherwise excludable employees require a plan amendment (0 replies)
  134. Franchise and effects (0 replies)
  135. Plan provision re disregard of service for vesting purposes (10 replies)
  136. How to Increase employee participation in 401-k plan (7 replies)
  137. How does one find out the identity of the applicant in a private lette (1 reply)
  138. Can a depletion of assets cause a partial termination? (2 replies)
  139. Remedial Amendment Period (0 replies)
  140. What to do with missing participants - California style. (Does Califor (2 replies)
  141. Cost of Setting Up Profit Sharing Plan (6 replies)
  142. Termination of an Abandoned Plan by a third-party bank as custodian??? (1 reply)
  143. Pre-ERISA service issue (0 replies)
  144. What is DOL form EBS-1 (2 replies)
  145. Failure to make discretionary profit sharing contribution for non HCE' (3 replies)
  146. Document requirements when partnership incorporates (3 replies)
  147. Northwestern Mutual Prototype Plan (1 reply)
  148. Need advice on whether to return to work full-time (2 replies)
  149. Does the sale of a division and associated transfer of plan assets and (3 replies)
  150. Does Dr's contribution to a TSA affect 415 limit in practice's PS Plan (1 reply)
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