Retirement Plans in General

5,824 topics in this forum

1. New SEP Limit?

   By Guest Andy Mayo, June 14, 2001
   • 1 reply
   • 1.5k views
   • 
   • davef
   • June 14, 2001

2. Is an employee who is receiving severance pay eligible for a contribut

   By stephen, June 12, 2001
   • 3 replies
   • 2.9k views
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   • stephen
   • June 14, 2001

3. Nondiscrimination testing on multiple plans of a controlled group

   By R. Butler, June 13, 2001
   • 4 replies
   • 4.4k views
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   • R. Butler
   • June 14, 2001

4. changing plan years due to EGTRRA

   By Guest nmh, June 13, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • June 13, 2001

5. 2000 Sar

   By Cathy from Chicago, June 13, 2001
   • 0 replies
   • 2k views
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   • Cathy from Chicago
   • June 13, 2001

6. GUST Restatements

   By Steve72, June 12, 2001
   • 0 replies
   • 2.1k views
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   • Steve72
   • June 12, 2001

7. Flip Flops after EGTRRA

   By Guest Mark Draa, June 11, 2001
   • 0 replies
   • 1.7k views
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   • Guest
   • June 11, 2001

8. 401(k) superior to SIMPLE or SEP IRA even for tiny businesses?

   By Guest Eric Cernyar, June 9, 2001
   • 0 replies
   • 1.4k views
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   • Guest
   • June 9, 2001

9. Vesting when merging plans

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

10. Money Purchase Pension Plans

    By Guest DDDAY, June 8, 2001
    • 1 reply
    • 1.5k views
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    • rcline46
    • June 8, 2001

11. H.r. 10

    By Guest RPSS, June 6, 2001
    • 2 replies
    • 1.5k views
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    • MGB
    • June 7, 2001

12. Continental Benefit Administrators, Inc.

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

13. Reimbursement of Investment Loss To Money Purcahase Pension Plan

    By Guest EB Administrator, June 5, 2001
    • 0 replies
    • 1.7k views
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    • Guest
    • June 5, 2001

14. Pension Reform and QTIP trusts

    By dmb, May 29, 2001
    • 1 reply
    • 1.6k views
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    • Guest
    • June 5, 2001

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

    By Guest Denismh, December 14, 2000
    • 6 replies
    • 2.7k views
    • 
    • Cathy from Chicago
    • June 3, 2001

16. Missed amendments

    By chris, June 1, 2001
    • 1 reply
    • 1.4k views
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    • Medusa
    • June 1, 2001

17. Combined trust for multiple plans of single employer.

    By David MacLennan, May 22, 2001
    • 10 replies
    • 3.5k views
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    • david rigby
    • May 31, 2001

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

    By Guest Donna Lee, May 27, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • May 27, 2001

19. Affiliated Service Group?

    By Dawn Hafner, May 23, 2001
    • 3 replies
    • 2.2k views
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    • Dawn Hafner
    • May 24, 2001

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

    By John A, May 24, 2001
    • 0 replies
    • 1.8k views
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    • John A
    • May 24, 2001

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

    By chris, May 23, 2001
    • 0 replies
    • 1.7k views
    • 
    • chris
    • May 23, 2001

22. 415 issue for employees of purchased company

    By dmb, May 22, 2001
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • May 23, 2001

23. Top Heavy Testing-Controlled Group

    By Guest BAR, May 21, 2001
    • 6 replies
    • 4.6k views
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    • Guest
    • May 22, 2001

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

    By John A, May 15, 2001
    • 12 replies
    • 2.7k views
    • 
    • Mary Kay Foss
    • May 18, 2001

25. Curing coverage issue in Target Benefit plan

    By chris, May 15, 2001
    • 5 replies
    • 1.6k views
    • 
    • AndyH
    • May 16, 2001

26. Sourcebook on Contributory DB Plans?

    By Guest Patrick Foley, May 12, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 14, 2001

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

    By eilano, May 11, 2001
    • 0 replies
    • 1.7k views
    • 
    • eilano
    • May 11, 2001

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

    By John A, May 9, 2001
    • 3 replies
    • 2.5k views
    • 
    • John A
    • May 10, 2001

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

    By John A, May 9, 2001
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • May 9, 2001

30. Back-dated plan documents?

    By MJ Hartman, April 27, 2001
    • 5 replies
    • 2k views
    • 
    • MJ Hartman
    • May 8, 2001

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

    By Guest michaelv, April 26, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 8, 2001

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

    By Guest michaelv, May 7, 2001
    • 5 replies
    • 2.2k views
    • 
    • AndyH
    • May 8, 2001

33. Survey material

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

34. Proxy Statements- a repeat question

    By Guest meggie, April 30, 2001
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 1, 2001

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

    By Moe Howard, April 25, 2001
    • 1 reply
    • 1.5k views
    • 
    • IRC401
    • April 29, 2001

36. 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
    • 
    • IRC401
    • April 29, 2001

37. Affiliated Service Group question.

    By Guest JPotosky, April 27, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 27, 2001

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

    By Christine Roberts, April 24, 2001
    • 2 replies
    • 1.7k views
    • 
    • Erik Read
    • April 27, 2001

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

    By John A, April 26, 2001
    • 0 replies
    • 1.5k views
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    • John A
    • April 26, 2001

40. 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
    • 
    • David MacLennan
    • April 24, 2001

41. GUST Filing - Employer maintains another plan

    By Jean, April 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • David MacLennan
    • April 24, 2001

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

    By John A, April 18, 2001
    • 1 reply
    • 1.5k views
    • 
    • David MacLennan
    • April 24, 2001

43. Sec 162 Executive Bonus Plan

    By Guest Mary Chandler, April 24, 2001
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 24, 2001

44. Affiliated Service Group

    By Guest wlank, April 20, 2001
    • 1 reply
    • 1.7k views
    • 
    • Alf
    • April 23, 2001

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

    By Moe Howard, April 18, 2001
    • 4 replies
    • 1.8k views
    • 
    • Erik Read
    • April 19, 2001

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

    By Guest mia, April 19, 2001
    • 1 reply
    • 1.6k views
    • 
    • Medusa
    • April 19, 2001

47. Is Severance Pay always considered compensation?

    By Lynn Campbell, March 30, 2000
    • 6 replies
    • 4.3k views
    • 
    • Guest
    • April 16, 2001

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

    By James Matt Ullakko, April 15, 2001
    • 0 replies
    • 2.1k views
    • 
    • James Matt Ullakko
    • April 15, 2001

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

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

50. PTE Application

    By Scott, April 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • Scott
    • April 5, 2001