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Retirement Plans in General

5,816 topics in this forum

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

    By Guest SSCARO,
    • 3 replies
    • 2.7k views

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

    By John A,
    • 2 replies
    • 1.5k views

  3. Prohibited transaction?

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

  4. Locating Missing Participants

    By Guest Liz Mikkelson,
    • 4 replies
    • 2k views

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

    By Guest Franklin Evans,
    • 0 replies
    • 2.9k views
    • Guest
    • Guest

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

    By Dave Baker,
    • 27 replies
    • 5.1k views
    • Guest
    • Guest

  7. 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

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

    By John A,
    • 4 replies
    • 1.8k views

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

    By John A,
    • 2 replies
    • 1.5k views

  10. LOST PARTICIPANTS

    By Guest elizabeth,
    • 5 replies
    • 2.4k views

  11. Full vesting for spinoff plan participants?

    By Guest Susan Keys,
    • 3 replies
    • 3.5k views

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

    By John A,
    • 1 reply
    • 1.7k views

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

    By John A,
    • 0 replies
    • 1.4k views

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

    By Earl,
    • 1 reply
    • 1.5k views

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

    By Guest PAUL DUGAN,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

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

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

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

    By Guest Charles Griffin,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

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

    By John A,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

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

    By eilano,
    • 0 replies
    • 1.5k views

  20. Statistical Request

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

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

    By mming,
    • 3 replies
    • 2.9k views
    • Guest
    • Guest

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

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

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

    By Jed Macy,
    • 3 replies
    • 1.8k views

  24. Is a 5310-A filing required

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

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

    By John A,
    • 0 replies
    • 1.7k views

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

    By Guest Mary Mlock,
    • 0 replies
    • 2k views
    • Guest
    • Guest

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

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

  28. Former employer won't distribute.

    By Guest Mabel,
    • 1 reply
    • 1.8k views

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

    By John A,
    • 5 replies
    • 9.6k views

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

    By AndyH,
    • 3 replies
    • 1.7k views

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

    By jkharvey,
    • 0 replies
    • 1.8k views

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

    By John A,
    • 4 replies
    • 4.1k views

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

    By John A,
    • 1 reply
    • 1.5k views

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

    By Guest sheadan,
    • 5 replies
    • 1.9k views
    • Alf
    • Alf

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

    By AndyH,
    • 0 replies
    • 1.5k views

  36. Need cite for recent First Union case.

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

  37. Can employees who have not completed a year of service be excluded fro

    By Guest irenes,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  38. Can a P/S plan that had been a target plan permit in-service withdrawa

    By MR,
    • 2 replies
    • 1.8k views

  39. Can president of plan sponsor stop participating in the company's pens

    By DP,
    • 2 replies
    • 1.7k views

  40. Where can a terminated plan purchase a deferred annuity for a lost par

    By KJohnson,
    • 4 replies
    • 1.7k views

  41. What should be done when a profit sharing contribution exceeds the fix

    By John A,
    • 13 replies
    • 6.6k views

  42. What are the differences between the "non-traditional" OBRA

    By Guest Brandi King,
    • 2 replies
    • 1.5k views

  43. What is a "retirement income account" for churches?

    By Guest vetat,
    • 1 reply
    • 2k views

  44. A plan subject to the J & S rules has a loan provision. Is a waive

    By Guest MES,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  45. Bonding and Directed Trustees/Custodians

    By KJohnson,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  46. What are contribution accrual requirements for frozen money purchase p

    By Guest mo again,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  47. Problems with having the two plans invested in a single group annuity

    By Guest,
    • 1 reply
    • 1.7k views

  48. Apparent "Catch-22" in money purchase pension plan funding:

    By Guest Patrick Foley,
    • 5 replies
    • 2.2k views

  49. Retirement program (DROP)

    By Guest engbob,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  50. Does anyone have experience with paying legal fees (preparation for li

    By Guest mo again,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest
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