Retirement Plans in General

5,772 topics in this forum

1. Irrevocable Election between Plans

   By Guest AEA, March 16, 2001
   • 8 replies
   • 3.7k views
   • 
   • Bob R
   • March 31, 2001

2. Summary Plan Description Exemption

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

3. 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

4. Fidelity Bonds

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

5. Statutory employee issue

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

6. Help with change in plan sponsor entity type.

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

7. 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

8. Participant Elects Eligibility/Vesting?

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

9. Contribution to MPPP or PSP?

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

10. Sample Letter to Terminated Employees <5000

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

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

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

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

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

13. Unpaid spouses service

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

14. What does "true up transfer" mean ?

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

15. 1000 rule with two years of service apply?

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

16. Excess contributions to Target Benefit Plan

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

17. Certification question?

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

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

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

19. No Employees in Plan - No ERISA Coverage?

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

20. 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

21. HCE Determination and 318 Stock Options

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

22. 415 limits for short initial plan year.

    By Jeff Kirtner, October 11, 1999
    • 6 replies
    • 7.7k views
    • 
    • Richard Anderson
    • March 1, 2001

23. Vesting in second plan

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

24. Life Insurance question

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

25. 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

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

    By John A, February 15, 2001
    • 9 replies
    • 8.3k views
    • 
    • Bill Berke
    • February 27, 2001

27. 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

28. Vesting Years in two Plans

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

29. Partnership 401k

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

30. 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

31. 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

32. 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

33. Minimum Distribution Rules. Why?

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

34. 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

35. Eligibility in US plan with foreign divisions.

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

36. 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
    • 
    • AndyH
    • February 16, 2001

37. Coverage of Board of Directors

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

38. Forfeitures and money-purchase pension plan contributions

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

39. IRS phone number

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

40. 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

41. Telephone number for Covington

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

42. Spouse Earned Income

    By David MacLennan, February 5, 2001
    • 0 replies
    • 1.6k views
    • 
    • David MacLennan
    • February 5, 2001

43. Does the Corbel document provide for expenses to be paid from the trus

    By jkharvey, February 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • jkharvey
    • February 5, 2001

44. Can vested balances be used to reduce embezzled amount?

    By Guest Dianes, January 31, 2001
    • 6 replies
    • 2k views
    • 
    • david rigby
    • February 4, 2001

45. Amendment to reduce MPP %

    By Guest saiyer, January 30, 2001
    • 13 replies
    • 3k views
    • 
    • richard
    • February 2, 2001

46. Do 457(b) and 457(f) plans need to file Annual Returns on IRS Form 550

    By Guest McElroy, February 1, 2001
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • February 1, 2001

47. Can someone participate in MPP/PS plans, plus have a SEP on the side?

    By DP, January 23, 2001
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • January 30, 2001

48. Monthly allocations?

    By jkharvey, January 29, 2001
    • 3 replies
    • 1.6k views
    • 
    • jkharvey
    • January 29, 2001

49. No annual notice requirement in January 2001 for sponsors of regional

    By John A, January 2, 2001
    • 2 replies
    • 1.4k views
    • 
    • Dawn Hafner
    • January 29, 2001

50. ODBC vs. RTS versions

    By Guest TrustMe401k, January 27, 2000
    • 2 replies
    • 2k views
    • 
    • Earl
    • January 29, 2001