Retirement Plans in General

5,753 topics in this forum

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

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

2. HCE Determination and 318 Stock Options

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

3. 415 limits for short initial plan year.

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

4. Vesting in second plan

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

5. Life Insurance question

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

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

   By Guest michaelv, February 22, 2001
   • 4 replies
   • 2.8k views
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   • Bill Berke
   • February 27, 2001

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

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

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

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

9. Vesting Years in two Plans

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

10. Partnership 401k

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

11. 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
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    • John A
    • February 23, 2001

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

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

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

    By John A, February 21, 2001
    • 0 replies
    • 1.8k views
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    • John A
    • February 21, 2001

14. Minimum Distribution Rules. Why?

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

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

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

16. Eligibility in US plan with foreign divisions.

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

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

    By John A, February 15, 2001
    • 6 replies
    • 1.8k views
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    • AndyH
    • February 16, 2001

18. Coverage of Board of Directors

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

19. 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

20. IRS phone number

    By Guest ksumner, August 18, 1999
    • 2 replies
    • 2.3k views
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    • Dave Baker
    • February 9, 2001

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

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

22. Telephone number for Covington

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

23. Spouse Earned Income

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

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

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

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

    By Guest Dianes, January 31, 2001
    • 6 replies
    • 1.9k views
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    • david rigby
    • February 4, 2001

26. Amendment to reduce MPP %

    By Guest saiyer, January 30, 2001
    • 13 replies
    • 2.9k views
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    • richard
    • February 2, 2001

27. 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
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    • Guest
    • February 1, 2001

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

    By DP, January 23, 2001
    • 1 reply
    • 1.6k views
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    • AndyH
    • January 30, 2001

29. Monthly allocations?

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

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

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

31. ODBC vs. RTS versions

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

32. 401(k) vs. 403(b)

    By Guest jaymiecook, January 26, 2001
    • 0 replies
    • 1.5k views
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    • Guest
    • January 26, 2001

33. Due date for a profit sharing contribution for a non-profit organizati

    By AndyH, January 26, 2001
    • 1 reply
    • 1.8k views
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    • Erik Read
    • January 26, 2001

34. Deferred Retirement Option Plan "DROP"

    By Felicia, January 26, 2001
    • 0 replies
    • 1.4k views
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    • Felicia
    • January 26, 2001

35. fidelity bond provision

    By Guest rhp, January 24, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • January 24, 2001

36. Filing for an IRS determination letter in year 2001

    By Guest meggie, January 23, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • January 23, 2001

37. Definition of "active participant" for W-2

    By Richard Anderson, January 22, 2001
    • 2 replies
    • 2.5k views
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    • Bill Berke
    • January 22, 2001

38. Amending MPPP to have different allocation percentages.

    By jkharvey, January 22, 2001
    • 0 replies
    • 1.3k views
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    • jkharvey
    • January 22, 2001

39. leasing organizations and retirement plans - top heavy issue

    By eilano, January 19, 2001
    • 2 replies
    • 1.5k views
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    • dmb
    • January 19, 2001

40. Do participants who terminate before a new valuation and paid out base

    By Guest Cliff Langwith, January 16, 2001
    • 4 replies
    • 1.6k views
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    • Guest
    • January 19, 2001

41. Obtaining Copy of Sponsor's Prototype Plan Document from the IRS

    By chris, January 18, 2001
    • 0 replies
    • 1.4k views
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    • chris
    • January 18, 2001

42. 1099-R question: 1 trust but more than one plan: is 1 1099-R okay or m

    By John A, January 18, 2001
    • 3 replies
    • 1.5k views
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    • MJ Hartman
    • January 18, 2001

43. 1099-R question: How do you handle Copies D, 1 and 2 (mail all of them

    By John A, January 17, 2001
    • 1 reply
    • 1.4k views
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    • Guest
    • January 18, 2001

44. If a plan is amended to a short plan year, must the amendment be signe

    By MR, January 17, 2001
    • 1 reply
    • 1.4k views
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    • rcline46
    • January 18, 2001

45. YOS for vesting when employee terminates before the end of the computa

    By Richard Anderson, January 15, 2001
    • 5 replies
    • 2.7k views
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    • david rigby
    • January 16, 2001

46. 457K withdrawal

    By Guest km8303, January 15, 2001
    • 0 replies
    • 2.4k views
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    • Guest
    • January 15, 2001

47. Timing of Amendment's Adoption and Effective Dates

    By mming, January 10, 2001
    • 2 replies
    • 1.8k views
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    • mming
    • January 11, 2001

48. Rules that govern Money Purchase Plans

    By Guest kjvilla, January 10, 2001
    • 0 replies
    • 1.4k views
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    • Guest
    • January 10, 2001

49. When 415 excesses are returned, is a 5330 required?

    By John A, January 9, 2001
    • 1 reply
    • 1.5k views
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    • Guest
    • January 10, 2001

50. Year End Checklist

    By R. Butler, January 8, 2001
    • 2 replies
    • 1.6k views
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    • david rigby
    • January 8, 2001