Retirement Plans in General

5,761 topics in this forum

1. Earned Income - Receipt of Deferred Compensation

   By rocknrolls2, July 23, 2001
   • 0 replies
   • 2.6k views
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   • rocknrolls2
   • July 23, 2001

2. Do new small plan audit rules apply to plans that file a Form 5500-EZ?

   By John A, May 17, 2001
   • 3 replies
   • 1.6k views
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   • Belgarath
   • July 20, 2001

3. Determination Letter Filings

   By jkharvey, July 16, 2001
   • 3 replies
   • 1.5k views
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   • Belgarath
   • July 20, 2001

4. FREE benefits benchmarking study opportunity

   By Guest Greg Melia, June 12, 2001
   • 1 reply
   • 2.5k views
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   • Guest
   • July 19, 2001

5. 401(a)(17) limit for quarterly allocations

   By Medusa, July 18, 2001
   • 0 replies
   • 1.3k views
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   • Medusa
   • July 18, 2001

6. Eligibility/Vesting for Rehires

   By Guest Jeff Underwood, July 17, 2001
   • 3 replies
   • 2k views
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   • KJohnson
   • July 18, 2001

7. Eligibility based on elapsed time

   By Guest Cyndy, October 28, 1998
   • 4 replies
   • 5.2k views
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   • Guest
   • July 18, 2001

8. Does anyone have a good source for finding historical values of LIBOR

   By stephen, February 5, 2001
   • 4 replies
   • 2k views
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   • stephen
   • July 16, 2001

9. Appointing a Trustee

   By mming, July 13, 2001
   • 0 replies
   • 1.4k views
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   • mming
   • July 13, 2001

10. Sole Props

    By Earl, July 10, 2001
    • 2 replies
    • 1.5k views
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    • Earl
    • July 11, 2001

11. Waiver of Participation

    By smm, July 2, 2001
    • 1 reply
    • 1.5k views
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    • rcline46
    • July 10, 2001

12. "Simplified" GUST Determination Letter Procedures

    By davef, July 9, 2001
    • 0 replies
    • 1.4k views
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    • davef
    • July 9, 2001

13. 404 Limits under EGTRA

    By stephen, July 5, 2001
    • 1 reply
    • 1.4k views
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    • actuarysmith
    • July 5, 2001

14. "Sunset Clause"

    By Guest gkaley, July 5, 2001
    • 3 replies
    • 3.3k views
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    • Guest
    • July 5, 2001

15. MPP Plans -- Mergers

    By wmyer, June 30, 2001
    • 1 reply
    • 1.7k views
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    • Earl
    • July 3, 2001

16. Exclude independent contractor from plan

    By eilano, June 22, 2001
    • 5 replies
    • 2k views
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    • Guest
    • July 2, 2001

17. Deduction limit

    By Guest BAR, June 27, 2001
    • 6 replies
    • 1.8k views
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    • Tom Poje
    • June 28, 2001

18. Fees to terminated participants

    By KateSmithPA, June 25, 2001
    • 2 replies
    • 1.4k views
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    • Kirk Maldonado
    • June 26, 2001

19. Monthly profit sharing allocations and last day provision

    By Guest Gibson, June 25, 2001
    • 3 replies
    • 2k views
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    • AndyH
    • June 26, 2001

20. Prior deficient Money Purchase Plan

    By dmb, June 25, 2001
    • 0 replies
    • 1.3k views
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    • dmb
    • June 25, 2001

21. Provisions of a Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 7 replies
    • 2k views
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    • Tom Poje
    • June 25, 2001

22. hour of service for on-call time

    By Guest kurt johansen, June 14, 2000
    • 5 replies
    • 4.4k views
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    • Guest
    • June 23, 2001

23. Standardized Plans - Last Day of Plan Year Rule

    By KateSmithPA, June 20, 2001
    • 4 replies
    • 2.2k views
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    • Medusa
    • June 23, 2001

24. Changing MPP Contribution Mid-Year

    By DP, June 22, 2001
    • 2 replies
    • 1.8k views
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    • Appleby
    • June 22, 2001

25. SE Income Calculation

    By Dawn Hafner, May 22, 2001
    • 2 replies
    • 3k views
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    • Moe Howard
    • June 22, 2001

26. Purchasing unmarketable assets of a plan

    By eilano, June 21, 2001
    • 2 replies
    • 1.4k views
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    • Guest
    • June 21, 2001

27. Retirement Plans Increase in Popularity

    By Guest hawadmin, June 21, 2001
    • 3 replies
    • 1.4k views
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    • Guest
    • June 21, 2001

28. Employer Matching Vesting Schedule under EGTRRA

    By stephen, June 21, 2001
    • 2 replies
    • 1.7k views
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    • stephen
    • June 21, 2001

29. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • June 21, 2001

30. Standardized Adoption Agreement

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 21, 2001

31. GUST Determination Letter Deadline

    By Jeff Kirtner, June 21, 2001
    • 0 replies
    • 1.4k views
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    • Jeff Kirtner
    • June 21, 2001

32. Top Heavy rules and EGTRA

    By stephen, June 19, 2001
    • 2 replies
    • 1.5k views
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    • stephen
    • June 20, 2001

33. EGTRA and the 415(c) limit

    By stephen, June 19, 2001
    • 1 reply
    • 1.6k views
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    • MGB
    • June 19, 2001

34. Assets in USA Qualified Plans

    By Guest kmohre, June 19, 2001
    • 1 reply
    • 1.4k views
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    • david rigby
    • June 19, 2001

35. plan #'s

    By Guest beckyhummer, June 13, 2001
    • 2 replies
    • 1.4k views
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    • david rigby
    • June 18, 2001

36. Transferring assets

    By k man, June 18, 2001
    • 0 replies
    • 1.4k views
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    • k man
    • June 18, 2001

37. New SEP Limit?

    By Guest Andy Mayo, June 14, 2001
    • 1 reply
    • 1.4k views
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    • davef
    • June 14, 2001

38. Is an employee who is receiving severance pay eligible for a contribut

    By stephen, June 12, 2001
    • 3 replies
    • 2.7k views
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    • stephen
    • June 14, 2001

39. Nondiscrimination testing on multiple plans of a controlled group

    By R. Butler, June 13, 2001
    • 4 replies
    • 4k views
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    • R. Butler
    • June 14, 2001

40. changing plan years due to EGTRRA

    By Guest nmh, June 13, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 13, 2001

41. 2000 Sar

    By Cathy from Chicago, June 13, 2001
    • 0 replies
    • 1.9k views
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    • Cathy from Chicago
    • June 13, 2001

42. GUST Restatements

    By Steve72, June 12, 2001
    • 0 replies
    • 2k views
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    • Steve72
    • June 12, 2001

43. Flip Flops after EGTRRA

    By Guest Mark Draa, June 11, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • June 11, 2001

44. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 9, 2001

45. Vesting when merging plans

    By Guest Thornton, June 8, 2001
    • 0 replies
    • 1.2k views
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    • Guest
    • June 8, 2001

46. Money Purchase Pension Plans

    By Guest DDDAY, June 8, 2001
    • 1 reply
    • 1.4k views
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    • rcline46
    • June 8, 2001

47. H.r. 10

    By Guest RPSS, June 6, 2001
    • 2 replies
    • 1.4k views
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    • MGB
    • June 7, 2001

48. Continental Benefit Administrators, Inc.

    By chris, February 21, 2001
    • 2 replies
    • 2k views
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    • chris
    • June 5, 2001

49. Reimbursement of Investment Loss To Money Purcahase Pension Plan

    By Guest EB Administrator, June 5, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • June 5, 2001

50. Pension Reform and QTIP trusts

    By dmb, May 29, 2001
    • 1 reply
    • 1.4k views
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    • Guest
    • June 5, 2001