Retirement Plans in General

5,771 topics in this forum

1. 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

2. Deferred Retirement Option Plan "DROP"

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

3. fidelity bond provision

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

4. Filing for an IRS determination letter in year 2001

   By Guest meggie, January 23, 2001
   • 0 replies
   • 1.5k views
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   • Guest
   • January 23, 2001

5. 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

6. Amending MPPP to have different allocation percentages.

   By jkharvey, January 22, 2001
   • 0 replies
   • 1.4k views
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   • jkharvey
   • January 22, 2001

7. 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

8. 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

9. 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

10. 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

11. 1099-R question: How do you handle Copies D, 1 and 2 (mail all of them

    By John A, January 17, 2001
    • 1 reply
    • 1.5k views
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    • Guest
    • January 18, 2001

12. 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

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

    By Richard Anderson, January 15, 2001
    • 5 replies
    • 2.8k views
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    • david rigby
    • January 16, 2001

14. 457K withdrawal

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

15. 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

16. 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

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

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

18. Year End Checklist

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

19. SOCIAL SECURITY REPLACEMENT PLAN

    By Guest BTCISP1969, January 5, 2001
    • 0 replies
    • 2.9k views
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    • Guest
    • January 5, 2001

20. what if my company b(company b bought my company a) files for bankrupt

    By Guest nharpist, December 29, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • December 30, 2000

21. Forfeiture allocations to former employees

    By davef, August 10, 1999
    • 4 replies
    • 1.9k views
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    • AndyH
    • December 28, 2000

22. Can a mppp contribution be increased for a part of the plan year?

    By Guest, December 26, 2000
    • 4 replies
    • 1.6k views
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    • Guest
    • December 28, 2000

23. $35,000 Limit for DC Plans

    By Guest John Sample, December 18, 2000
    • 2 replies
    • 1.5k views
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    • Dave Baker
    • December 21, 2000

24. Purchase of paid up whole life insurance with an account balance?

    By Guest, December 19, 2000
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 21, 2000

25. Are different levels of contibution based on years of service permissi

    By Guest, December 19, 2000
    • 1 reply
    • 1.5k views
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    • AndyH
    • December 21, 2000

26. Remove life insurance as investment option?

    By Guest boberlander, December 20, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • December 21, 2000

27. Transfer of stock as a co. contribution???

    By David, December 12, 2000
    • 4 replies
    • 1.6k views
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    • BeckyMiller
    • December 20, 2000

28. Anyone heard of Doc Man?

    By R. Butler, December 11, 2000
    • 8 replies
    • 2.7k views
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    • Guest
    • December 19, 2000

29. MRD amount when TEFRA election can not be produced - participant says

    By JanetM, December 19, 2000
    • 0 replies
    • 1.6k views
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    • JanetM
    • December 19, 2000

30. Davis Bacon Plans. I need bundled provider

    By Guest brettlopez, December 12, 2000
    • 2 replies
    • 1.8k views
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    • MR
    • December 19, 2000

31. Receivable contributions to include in account balances for Top-Heavy

    By Guest, October 18, 2000
    • 6 replies
    • 6.9k views
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    • Richard Anderson
    • December 19, 2000

32. Questions about removing excess Keogh contributions

    By Guest Barney Byrd, December 16, 2000
    • 0 replies
    • 2.8k views
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    • Guest
    • December 16, 2000

33. KEOGH Plan information

    By Guest MAP, December 13, 2000
    • 6 replies
    • 2.5k views
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    • Guest
    • December 16, 2000

34. When changing a vesting schedule, are all these statements true?

    By John A, December 15, 2000
    • 0 replies
    • 1.5k views
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    • John A
    • December 15, 2000

35. Definitely Determinable Allocation?

    By jkharvey, November 29, 2000
    • 10 replies
    • 2.8k views
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    • Erik Read
    • December 14, 2000

36. "Bad Boy" clause authority - where is it?

    By kboyce, December 4, 2000
    • 7 replies
    • 3.6k views
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    • Guest
    • December 14, 2000

37. Prohibited Transaction Excise Tax

    By Scott, December 13, 2000
    • 2 replies
    • 2k views
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    • david rigby
    • December 13, 2000

38. Contributions for Leased Employees

    By Guest ANNEBV, December 6, 2000
    • 1 reply
    • 1.6k views
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    • alanm
    • December 13, 2000

39. Is there an exception that is "done all the time" to the gen

    By John A, December 13, 2000
    • 1 reply
    • 1.4k views
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    • alanm
    • December 13, 2000

40. Question re allocation formula in money purchase plan

    By Guest Gibson, December 12, 2000
    • 2 replies
    • 1.7k views
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    • rcline46
    • December 13, 2000

41. What is the first day of the Plan year? New Plan effective 8/1/00, bu

    By Guest michaelv, December 8, 2000
    • 3 replies
    • 1.7k views
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    • Guest
    • December 11, 2000

42. Terminate a plan in phases.

    By david rigby, December 7, 2000
    • 1 reply
    • 1.4k views
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    • AndyH
    • December 9, 2000

43. Volume Submitter Document question

    By imchipbrown, December 9, 2000
    • 0 replies
    • 1.2k views
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    • imchipbrown
    • December 9, 2000

44. Prohibited transaction 2?

    By k man, November 29, 2000
    • 3 replies
    • 1.5k views
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    • KJohnson
    • December 7, 2000

45. Prohibited transaction if employees are allowed to "link" wi

    By KJohnson, August 30, 2000
    • 7 replies
    • 1.8k views
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    • Erik Read
    • December 6, 2000

46. Ownership interests of members of an LLC?

    By SMB, December 5, 2000
    • 1 reply
    • 1.4k views
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    • davef
    • December 5, 2000

47. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the

    By Guest michaelv, October 31, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • December 5, 2000

48. Can a plan sponsor set up an account inside a target benefit plan to h

    By John A, October 17, 2000
    • 6 replies
    • 1.8k views
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    • Erik Read
    • December 4, 2000

49. Employer contributes to profit-sharing plan before year-end; plan has

    By DP, November 28, 2000
    • 5 replies
    • 2.2k views
    • 
    • Erik Read
    • December 4, 2000

50. Retirement Plans for Independent Contractors; I understand there are s

    By richard, November 19, 1998
    • 9 replies
    • 4.3k views
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    • alanm
    • December 4, 2000