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Retirement Plans in General

5,781 topics in this forum

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

    By Guest michaelv,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  2. Terminate a plan in phases.

    By david rigby,
    • 1 reply
    • 1.4k views

  3. Volume Submitter Document question

    By imchipbrown,
    • 0 replies
    • 1.2k views

  4. Prohibited transaction 2?

    By k man,
    • 3 replies
    • 1.5k views

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

    By KJohnson,
    • 7 replies
    • 1.8k views

  6. Ownership interests of members of an LLC?

    By SMB,
    • 1 reply
    • 1.4k views

  7. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the

    By Guest michaelv,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

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

    By John A,
    • 6 replies
    • 1.8k views

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

    By DP,
    • 5 replies
    • 2.2k views

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

    By richard,
    • 9 replies
    • 4.4k views

  11. New DC Plan - lump sum payments

    By richard,
    • 0 replies
    • 1.3k views

  12. Schedule C earnings in year of plan termination.

    By AndyH,
    • 0 replies
    • 1.3k views

  13. Is severance pay included or excluded under each safe-harbor definitio

    By John A,
    • 1 reply
    • 2.6k views
    • Alf
    • Alf

  14. 404 Limit for Profit Sharing - does it include compensation for termin

    By Lynn Campbell,
    • 8 replies
    • 3k views
    • Guest
    • Guest

  15. Fiduciary Bond Not required for One-Participant Keogh Plan?

    By Guest SSCARO,
    • 3 replies
    • 2.6k views

  16. Can plan assets be used to pay real estate taxes?

    By John A,
    • 2 replies
    • 1.5k views

  17. Prohibited transaction?

    By k man,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  18. Locating Missing Participants

    By Guest Liz Mikkelson,
    • 4 replies
    • 1.9k views

  19. Cato makes a joke about Social Security, but I'm not laughing.

    By Guest Franklin Evans,
    • 0 replies
    • 2.8k views
    • Guest
    • Guest

  20. Sobering lesson on importance of unambiguous forms for plan participan

    By Dave Baker,
    • 27 replies
    • 4.9k views
    • Guest
    • Guest

  21. May a foreign entity establish a 401(k) plan for its USC employees emp

    By Guest W J Parks,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  22. Vesting required to be shown on annual benefit statement?

    By John A,
    • 4 replies
    • 1.7k views

  23. Can a pre-1987 carryforward be used by a plan other than the plan that

    By John A,
    • 2 replies
    • 1.4k views

  24. LOST PARTICIPANTS

    By Guest elizabeth,
    • 5 replies
    • 2.3k views

  25. Full vesting for spinoff plan participants?

    By Guest Susan Keys,
    • 3 replies
    • 3.4k views

  26. Any actual difference between a 411(d)(6) protected benefit that can b

    By John A,
    • 1 reply
    • 1.6k views

  27. Amendments restricting in-kind distributions: 1) same effective date r

    By John A,
    • 0 replies
    • 1.4k views

  28. key ee in 2 cos., $30,000 in 2 MP plan?

    By Earl,
    • 1 reply
    • 1.4k views

  29. Do we have a controlled group for 2000 if controlled group for part of

    By Guest PAUL DUGAN,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  30. D/B Plan with some D/C Limits under IRC 414(k)(2).

    By Guest wjr,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  31. Can client retroactively amend DC money purchase pension plan?

    By Guest Charles Griffin,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  32. How is 410(b) testing done when a plan covers some, but not all, colle

    By John A,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  33. Has any TPA had any experience dealing with John Hancock? If so, what

    By eilano,
    • 0 replies
    • 1.4k views

  34. Statistical Request

    By Guest Paul Vickers,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  35. Non-U.S. Citizens As Plan Trustees?

    By mming,
    • 3 replies
    • 2.8k views
    • Guest
    • Guest

  36. Can I put life insurance inside of a defined contribution plan? Need a

    By Guest david roberts,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  37. How to allocate more than $34k in 2001?

    By Jed Macy,
    • 3 replies
    • 1.7k views

  38. Is a 5310-A filing required

    By dmb,
    • 0 replies
    • 1.7k views
    • dmb
    • dmb

  39. Is an amendment to each plan document necessary to merge 2 DC plans in

    By John A,
    • 0 replies
    • 1.6k views

  40. Controlled group - attribution of stock owned by trust to individual b

    By Guest Mary Mlock,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  41. Does anyone have a worksheet to calculate contributions for self-emplo

    By Guest MPITTS,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  42. Former employer won't distribute.

    By Guest Mabel,
    • 1 reply
    • 1.8k views

  43. What are the rules for hardship distributions from profit sharing plan

    By John A,
    • 5 replies
    • 9.2k views

  44. Will the $ limit increase to $35,000 next year?

    By AndyH,
    • 3 replies
    • 1.6k views

  45. Definite predetermined formula? Employer wants to base profit sharing

    By jkharvey,
    • 0 replies
    • 1.7k views

  46. Should an individual who receives only the top-heavy minimum contribut

    By John A,
    • 4 replies
    • 3.9k views

  47. What are the issues when a company would like to include non-U.S. citi

    By John A,
    • 1 reply
    • 1.5k views

  48. Has anyone else run into terminated participants who are rolling money

    By Guest sheadan,
    • 5 replies
    • 1.8k views
    • Alf
    • Alf

  49. Lost participants - any obligation to find them just to provide SAR, S

    By AndyH,
    • 0 replies
    • 1.5k views

  50. Need cite for recent First Union case.

    By R. Butler,
    • 1 reply
    • 1.5k views
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