Retirement Plans in General

5,781 topics in this forum

1. GUST Determination Letter Deadline

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

2. Top Heavy rules and EGTRA

   By stephen, June 19, 2001
   • 2 replies
   • 1.6k views
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   • stephen
   • June 20, 2001

3. EGTRA and the 415(c) limit

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

4. 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

5. plan #'s

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

6. Transferring assets

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

7. New SEP Limit?

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

8. 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

9. Nondiscrimination testing on multiple plans of a controlled group

   By R. Butler, June 13, 2001
   • 4 replies
   • 4.1k views
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   • R. Butler
   • June 14, 2001

10. 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

11. 2000 Sar

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

12. GUST Restatements

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

13. Flip Flops after EGTRRA

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

14. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

    By Guest Eric Cernyar, June 9, 2001
    • 0 replies
    • 1.3k views
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    • Guest
    • June 9, 2001

15. Vesting when merging plans

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

16. Money Purchase Pension Plans

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

17. H.r. 10

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

18. Continental Benefit Administrators, Inc.

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

19. 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

20. Pension Reform and QTIP trusts

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

21. Blaze SSi- RTS system- ee field 61 and subgroups

    By Guest Denismh, December 14, 2000
    • 6 replies
    • 2.5k views
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    • Cathy from Chicago
    • June 3, 2001

22. Missed amendments

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

23. 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

24. 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

25. Affiliated Service Group?

    By Dawn Hafner, May 23, 2001
    • 3 replies
    • 2.1k views
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    • Dawn Hafner
    • May 24, 2001

26. 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

27. 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

28. 415 issue for employees of purchased company

    By dmb, May 22, 2001
    • 3 replies
    • 1.5k views
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    • rcline46
    • May 23, 2001

29. Top Heavy Testing-Controlled Group

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

30. 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

31. Curing coverage issue in Target Benefit plan

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

32. Sourcebook on Contributory DB Plans?

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

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

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

34. 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

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

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

36. Back-dated plan documents?

    By MJ Hartman, April 27, 2001
    • 5 replies
    • 1.9k views
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    • MJ Hartman
    • May 8, 2001

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

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

38. 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

39. Survey material

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

40. Proxy Statements- a repeat question

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

41. 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

42. 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

43. Affiliated Service Group question.

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

44. 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

45. 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

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

    By Guest michaelv, April 20, 2001
    • 1 reply
    • 1.4k views
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    • David MacLennan
    • April 24, 2001

47. 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

48. 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

49. Sec 162 Executive Bonus Plan

    By Guest Mary Chandler, April 24, 2001
    • 0 replies
    • 1.9k views
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    • Guest
    • April 24, 2001

50. Affiliated Service Group

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