Retirement Plans in General

5,772 topics in this forum

1. Purchasing unmarketable assets of a plan

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

2. Retirement Plans Increase in Popularity

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

3. Employer Matching Vesting Schedule under EGTRRA

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

4. Standardized Adoption Agreement

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

5. Standardized Adoption Agreement

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

6. GUST Determination Letter Deadline

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

7. 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

8. Top Heavy rules and EGTRA

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

9. EGTRA and the 415(c) limit

   By stephen, June 19, 2001
   • 1 reply
   • 1.7k views
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   • MGB
   • June 19, 2001

10. 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

11. Transferring assets

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

12. New SEP Limit?

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

13. plan #'s

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

14. 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

15. 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

16. 2000 Sar

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

17. GUST Restatements

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

18. 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

19. 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

20. Flip Flops after EGTRRA

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

21. 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

22. Vesting when merging plans

    By Guest Thornton, June 8, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 8, 2001

23. Money Purchase Pension Plans

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

24. H.r. 10

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

25. 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

26. Missed amendments

    By chris, June 1, 2001
    • 1 reply
    • 1.3k views
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    • Medusa
    • June 1, 2001

27. Pension Reform and QTIP trusts

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

28. May the cost to file for the plan's INITIAL IRS determination letter b

    By Guest Donna Lee, May 27, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • May 27, 2001

29. Reinstating forfeitures for 0% vested participants - always or depende

    By John A, May 24, 2001
    • 0 replies
    • 1.7k views
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    • John A
    • May 24, 2001

30. Reasonable cause request to DOL with DFVC in reserve??

    By chris, May 23, 2001
    • 0 replies
    • 1.6k views
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    • chris
    • May 23, 2001

31. Affiliated Service Group?

    By Dawn Hafner, May 23, 2001
    • 3 replies
    • 2k views
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    • Dawn Hafner
    • May 24, 2001

32. 415 issue for employees of purchased company

    By dmb, May 22, 2001
    • 3 replies
    • 1.4k views
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    • rcline46
    • May 23, 2001

33. Combined trust for multiple plans of single employer.

    By David MacLennan, May 22, 2001
    • 10 replies
    • 3.2k views
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    • david rigby
    • May 31, 2001

34. Partial Plan Termination - Facts to Use to Determine

    By Guest Yvonne Bonitatibus, May 22, 2001
    • 5 replies
    • 2.9k views
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    • Guest
    • July 26, 2001

35. SE Income Calculation

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

36. Top Heavy Testing-Controlled Group

    By Guest BAR, May 21, 2001
    • 6 replies
    • 4.4k views
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    • Guest
    • May 22, 2001

37. 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

38. What action should be taken when it is discovered that participants ar

    By John A, May 15, 2001
    • 12 replies
    • 2.4k views
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    • Mary Kay Foss
    • May 18, 2001

39. Curing coverage issue in Target Benefit plan

    By chris, May 15, 2001
    • 5 replies
    • 1.4k views
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    • AndyH
    • May 16, 2001

40. Sourcebook on Contributory DB Plans?

    By Guest Patrick Foley, May 12, 2001
    • 2 replies
    • 1.4k views
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    • Guest
    • May 14, 2001

41. Deduction of missed top heavy contribution for 1998 and 1999

    By eilano, May 11, 2001
    • 0 replies
    • 1.6k views
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    • eilano
    • May 11, 2001

42. When determining who is an excludable employee under 410(b), which com

    By John A, May 9, 2001
    • 3 replies
    • 2.3k views
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    • John A
    • May 10, 2001

43. Can an employer allow a participant to have a Self-Directed account &q

    By John A, May 9, 2001
    • 1 reply
    • 1.3k views
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    • MWeddell
    • May 9, 2001

44. Can Normal Retirement Date require more than 5 years of service?

    By Guest michaelv, May 7, 2001
    • 5 replies
    • 2k views
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    • AndyH
    • May 8, 2001

45. Survey material

    By Guest meggie, May 1, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • May 1, 2001

46. Proxy Statements- a repeat question

    By Guest meggie, April 30, 2001
    • 2 replies
    • 1.7k views
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    • Guest
    • May 1, 2001

47. Affiliated Service Group question.

    By Guest JPotosky, April 27, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • April 27, 2001

48. How long after a plan year ends can a contribution be made and still b

    By John A, April 27, 2001
    • 1 reply
    • 1.2k views
    • 
    • IRC401
    • April 29, 2001

49. Back-dated plan documents?

    By MJ Hartman, April 27, 2001
    • 5 replies
    • 1.8k views
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    • MJ Hartman
    • May 8, 2001

50. When must bond for "non-qualifying plan assets" be effective

    By John A, April 26, 2001
    • 0 replies
    • 1.4k views
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    • John A
    • April 26, 2001