Retirement Plans in General

5,753 topics in this forum

1. Flip Flops after EGTRRA

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

2. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

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

3. Vesting when merging plans

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

4. Money Purchase Pension Plans

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

5. H.r. 10

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

6. 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

7. Missed amendments

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

8. Pension Reform and QTIP trusts

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

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

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

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

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

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

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

12. Affiliated Service Group?

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

13. 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

14. 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

15. 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

16. SE Income Calculation

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

17. Top Heavy Testing-Controlled Group

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

18. 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

19. 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

20. 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

21. 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

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

    By eilano, May 11, 2001
    • 0 replies
    • 1.5k views
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    • eilano
    • May 11, 2001

23. 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

24. 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

25. 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

26. Survey material

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

27. Proxy Statements- a repeat question

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

28. Affiliated Service Group question.

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

29. 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

30. Back-dated plan documents?

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

31. 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

32. Statement of Statutory Accounting Principles #8

    By Guest meggie, April 26, 2001
    • 1 reply
    • 1.7k views
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    • Guest
    • February 27, 2002

33. Does the type of ownership shares matter when determining if someone i

    By Guest michaelv, April 26, 2001
    • 2 replies
    • 1.9k views
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    • Guest
    • May 8, 2001

34. How many ways do you do 410(b) coverage testing before deciding to cor

    By John A, April 25, 2001
    • 21 replies
    • 6.2k views
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    • Archimage
    • December 10, 2002

35. Can a 401(k) plan pay fees to a "registered investment advisor (R

    By Moe Howard, April 25, 2001
    • 1 reply
    • 1.4k views
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    • IRC401
    • April 29, 2001

36. ERISA 404(c) - One Error Means No Protection?

    By Christine Roberts, April 24, 2001
    • 2 replies
    • 1.5k views
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    • Erik Read
    • April 27, 2001

37. Sec 162 Executive Bonus Plan

    By Guest Mary Chandler, April 24, 2001
    • 0 replies
    • 1.8k views
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    • Guest
    • April 24, 2001

38. Layed off employees - when do they enter a plan that has a 6 month ser

    By Guest michaelv, April 20, 2001
    • 1 reply
    • 1.3k views
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    • David MacLennan
    • April 24, 2001

39. Affiliated Service Group

    By Guest wlank, April 20, 2001
    • 1 reply
    • 1.5k views
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    • Alf
    • April 23, 2001

40. GUST Filing - Employer maintains another plan

    By Jean, April 19, 2001
    • 1 reply
    • 1.5k views
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    • David MacLennan
    • April 24, 2001

41. We recently changed administrators mid-year and were told by the new a

    By Guest mia, April 19, 2001
    • 1 reply
    • 1.5k views
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    • Medusa
    • April 19, 2001

42. Are all purchases of plan assets by a party-in-interest prohibited tra

    By John A, April 18, 2001
    • 1 reply
    • 1.4k views
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    • David MacLennan
    • April 24, 2001

43. Can years of employment, prior to plan's existence, be used to meet th

    By Moe Howard, April 18, 2001
    • 4 replies
    • 1.6k views
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    • Erik Read
    • April 19, 2001

44. Related Employers (Coverage and Non-discrimination testing) Looking at

    By James Matt Ullakko, April 15, 2001
    • 0 replies
    • 2k views
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    • James Matt Ullakko
    • April 15, 2001

45. How does a Plan Administrator comply with a pre-REA domestic relations

    By Guest SCUDDESLER, April 10, 2001
    • 1 reply
    • 1.7k views
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    • QDROphile
    • April 11, 2001

46. Compensation of Corporate Parters in Partnership; is it K-1 or W-2 to

    By Guest J. David Wright, April 9, 2001
    • 7 replies
    • 2.1k views
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    • Guest
    • September 14, 2002

47. PTE Application

    By Scott, April 5, 2001
    • 0 replies
    • 1.4k views
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    • Scott
    • April 5, 2001

48. What are common pitfalls of administering Davis Bacon plans?

    By Guest Stacey L Miller, April 2, 2001
    • 2 replies
    • 1.7k views
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    • Guest
    • April 5, 2001

49. Including Prior Employer Compensation in Defined Contribution Plans

    By Guest smithee, April 2, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • April 2, 2001

50. How to handle contributions to pension plan based on non-existent comp

    By k man, April 2, 2001
    • 4 replies
    • 1.5k views
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    • QDROphile
    • April 3, 2001