Retirement Plans in General

5,781 topics in this forum

1. 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

2. 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

3. Is Severance Pay always considered compensation?

   By Lynn Campbell, March 30, 2000
   • 6 replies
   • 4k views
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   • Guest
   • April 16, 2001

4. 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

5. 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

6. PTE Application

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

7. 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

8. 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

9. 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

10. Irrevocable Election between Plans

    By Guest AEA, March 16, 2001
    • 8 replies
    • 3.8k views
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    • Bob R
    • March 31, 2001

11. Summary Plan Description Exemption

    By Guest ceholder, March 29, 2001
    • 1 reply
    • 1.7k views
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    • Everett Moreland
    • March 29, 2001

12. What affect does a union plan have on a plan of the employer in which

    By John A, March 15, 2001
    • 8 replies
    • 2.3k views
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    • KJohnson
    • March 29, 2001

13. Fidelity Bonds

    By richard, March 28, 2001
    • 0 replies
    • 1.5k views
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    • richard
    • March 28, 2001

14. Statutory employee issue

    By Guest brewbren, March 14, 2001
    • 2 replies
    • 7.3k views
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    • David MacLennan
    • March 25, 2001

15. Help with change in plan sponsor entity type.

    By jkharvey, March 21, 2001
    • 1 reply
    • 1.7k views
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    • David MacLennan
    • March 25, 2001

16. Can anyone recommend a good investment company/TPA alliance program av

    By R. Butler, March 20, 2001
    • 4 replies
    • 1.7k views
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    • Bill Berke
    • March 23, 2001

17. Participant Elects Eligibility/Vesting?

    By lkpittman, March 21, 2001
    • 4 replies
    • 1.8k views
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    • actuarysmith
    • March 23, 2001

18. Contribution to MPPP or PSP?

    By jkharvey, March 23, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 23, 2001

19. Sample Letter to Terminated Employees <5000

    By wmyer, March 23, 2001
    • 0 replies
    • 2.2k views
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    • wmyer
    • March 23, 2001

20. Provision "integral" to one covered by Remdial Amendment?

    By Casey, March 20, 2001
    • 1 reply
    • 1.6k views
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    • Alf
    • March 21, 2001

21. Can an individual elect to cash out his life insurance policy into the

    By John A, March 13, 2001
    • 3 replies
    • 1.4k views
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    • Bill Berke
    • March 19, 2001

22. Unpaid spouses service

    By Guest PAUL DUGAN, March 10, 2001
    • 4 replies
    • 1.6k views
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    • Erik Read
    • March 15, 2001

23. What does "true up transfer" mean ?

    By Moe Howard, March 8, 2001
    • 5 replies
    • 4.7k views
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    • actuarysmith
    • March 12, 2001

24. 1000 rule with two years of service apply?

    By Cathy from Chicago, March 8, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 8, 2001

25. Excess contributions to Target Benefit Plan

    By dmb, March 7, 2001
    • 1 reply
    • 1.5k views
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    • AndyH
    • March 8, 2001

26. Certification question?

    By Guest ebyrd458, March 7, 2001
    • 3 replies
    • 1.6k views
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    • Guest
    • March 7, 2001

27. Advance contributions by HCE in participant-directed account plan.

    By David MacLennan, March 6, 2001
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • March 7, 2001

28. No Employees in Plan - No ERISA Coverage?

    By Christine Roberts, March 6, 2001
    • 0 replies
    • 1.3k views
    • 
    • Christine Roberts
    • March 6, 2001

29. What happens with the MRD rules where a 5% owner ceases to be a 5% own

    By Guest Rooster, March 2, 2001
    • 0 replies
    • 1.6k views
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    • Guest
    • March 2, 2001

30. HCE Determination and 318 Stock Options

    By Guest rewarmus, March 1, 2001
    • 0 replies
    • 1.9k views
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    • Guest
    • March 1, 2001

31. 415 limits for short initial plan year.

    By Jeff Kirtner, October 11, 1999
    • 6 replies
    • 7.8k views
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    • Richard Anderson
    • March 1, 2001

32. Vesting in second plan

    By Richard Anderson, February 28, 2001
    • 2 replies
    • 1.6k views
    • 
    • Richard Anderson
    • March 1, 2001

33. Life Insurance question

    By Guest VAP, February 28, 2001
    • 1 reply
    • 1.5k views
    • 
    • Bill Berke
    • March 1, 2001

34. When are multiple vesting schedules in one plan considered discrimina

    By Guest michaelv, February 22, 2001
    • 4 replies
    • 2.9k views
    • 
    • Bill Berke
    • February 27, 2001

35. Can a profit sharing allocation formula be changed during a plan year?

    By John A, February 15, 2001
    • 9 replies
    • 8.4k views
    • 
    • Bill Berke
    • February 27, 2001

36. Family attribution father owns 100% of Company and daughters and grand

    By Guest ROB VIDOVICH, February 27, 2001
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 27, 2001

37. Vesting Years in two Plans

    By dmb, February 26, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • February 26, 2001

38. Partnership 401k

    By dmb, February 8, 2001
    • 1 reply
    • 1.8k views
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    • AndyH
    • February 23, 2001

39. Okay to make a profit sharing contribution of 4% for first 6 months an

    By John A, February 22, 2001
    • 3 replies
    • 1.5k views
    • 
    • John A
    • February 23, 2001

40. Can a company make a profit sharing contribution consisting of either

    By Guest michaelv, February 22, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 22, 2001

41. Any disadvantages to making top-paid group election to determine HCEs?

    By John A, February 21, 2001
    • 0 replies
    • 1.9k views
    • 
    • John A
    • February 21, 2001

42. Minimum Distribution Rules. Why?

    By KIP KRAUS, February 16, 2001
    • 5 replies
    • 1.9k views
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    • david rigby
    • February 20, 2001

43. Partial termination in plan covering employees in more than one collec

    By Guest LMalone, February 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • February 19, 2001

44. Eligibility in US plan with foreign divisions.

    By dmb, February 16, 2001
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 16, 2001

45. Any problem in DC document not amended to reflect repeal of 415(e), an

    By John A, February 15, 2001
    • 6 replies
    • 1.9k views
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    • AndyH
    • February 16, 2001

46. Coverage of Board of Directors

    By lkpittman, February 12, 2001
    • 2 replies
    • 1.5k views
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    • lkpittman
    • February 12, 2001

47. Forfeitures and money-purchase pension plan contributions

    By Guest sampat, February 9, 2001
    • 1 reply
    • 2.7k views
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    • wmyer
    • February 9, 2001

48. IRS phone number

    By Guest ksumner, August 18, 1999
    • 2 replies
    • 2.4k views
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    • Dave Baker
    • February 9, 2001

49. Can a Mortgage Broker's Qualified Plan Invest in Mortgages They Sell?

    By mming, February 6, 2001
    • 0 replies
    • 1.6k views
    • 
    • mming
    • February 6, 2001

50. Telephone number for Covington

    By smm, January 25, 2001
    • 1 reply
    • 1.7k views
    • 
    • davef
    • February 6, 2001