Retirement Plans in General

5,796 topics in this forum

1. Back-dated plan documents?

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

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

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

3. 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

4. Survey material

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

5. Proxy Statements- a repeat question

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

6. 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

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

   By John A, April 27, 2001
   • 1 reply
   • 1.3k views
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   • IRC401
   • April 29, 2001

8. Affiliated Service Group question.

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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. Affiliated Service Group

    By Guest wlank, April 20, 2001
    • 1 reply
    • 1.6k views
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    • Alf
    • April 23, 2001

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

    By Moe Howard, April 18, 2001
    • 4 replies
    • 1.7k views
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    • Erik Read
    • April 19, 2001

17. 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

18. Is Severance Pay always considered compensation?

    By Lynn Campbell, March 30, 2000
    • 6 replies
    • 4.1k views
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    • Guest
    • April 16, 2001

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

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

20. 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

21. PTE Application

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

22. 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

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

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

24. 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

25. Irrevocable Election between Plans

    By Guest AEA, March 16, 2001
    • 8 replies
    • 3.9k views
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    • Bob R
    • March 31, 2001

26. Summary Plan Description Exemption

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

27. 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
    • 
    • KJohnson
    • March 29, 2001

28. Fidelity Bonds

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

29. Statutory employee issue

    By Guest brewbren, March 14, 2001
    • 2 replies
    • 7.4k views
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    • David MacLennan
    • March 25, 2001

30. Help with change in plan sponsor entity type.

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

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

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

32. Participant Elects Eligibility/Vesting?

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

33. Contribution to MPPP or PSP?

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

34. Sample Letter to Terminated Employees <5000

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

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

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

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

    By John A, March 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • Bill Berke
    • March 19, 2001

37. Unpaid spouses service

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

38. What does "true up transfer" mean ?

    By Moe Howard, March 8, 2001
    • 5 replies
    • 4.8k views
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    • actuarysmith
    • March 12, 2001

39. 1000 rule with two years of service apply?

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

40. Excess contributions to Target Benefit Plan

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

41. Certification question?

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

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

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

43. No Employees in Plan - No ERISA Coverage?

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

44. 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
    • 
    • Guest
    • March 2, 2001

45. HCE Determination and 318 Stock Options

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

46. 415 limits for short initial plan year.

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

47. Vesting in second plan

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

48. Life Insurance question

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

49. 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

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

    By John A, February 15, 2001
    • 9 replies
    • 8.5k views
    • 
    • Bill Berke
    • February 27, 2001