Retirement Plans in General

5,761 topics in this forum

1. Admin firms who do Davis-Bacon plans (government contracts)?

   By Guest CAM, July 17, 2000
   • 5 replies
   • 1.5k views
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   • IRC401
   • July 18, 2000

2. Can standardized MP plan be amended towards end of year to add a last-

   By Guest MFuentes, July 13, 2000
   • 4 replies
   • 1.4k views
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   • actuarysmith
   • July 17, 2000

3. Al Gore flexes his campaign muscles--the anti-cutback morass

   By Guest Franklin Evans, November 22, 1999
   • 1 reply
   • 2k views
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   • Dave Baker
   • July 17, 2000

4. Comprehensive Pension Reform Bill

   By Guest Barney Byrd, July 14, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • July 15, 2000

5. Erroneous Deposit of Money Owed to Plan

   By Christine Roberts, July 13, 2000
   • 2 replies
   • 2k views
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   • pjkoehler
   • July 14, 2000

6. Looking for list of factors other than cost that a plan sponsor should

   By Richard Anderson, July 12, 2000
   • 2 replies
   • 1.5k views
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   • Guest
   • July 13, 2000

7. May an LLC establish the Equivalent of a Stock Option Plan

   By Guest McElroy, July 5, 2000
   • 2 replies
   • 1.9k views
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   • IRC401
   • July 9, 2000

8. Prohibited transaction? A competitor for providing bundled DC Plan ser

   By Guest BNYMTC, July 3, 2000
   • 5 replies
   • 2.1k views
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   • IRC401
   • July 9, 2000

9. Is a former union employee immediately eligible to participate upon hi

   By Guest Tara Curran, July 5, 2000
   • 1 reply
   • 1.5k views
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   • KJohnson
   • July 5, 2000

10. Sample size used for the audit of a plan

    By Guest ayler11, July 5, 2000
    • 0 replies
    • 2.5k views
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    • Guest
    • July 5, 2000

11. Rollovers to a profit sharing plan that does not allow rollovers

    By Guest Pat Metallic, July 5, 2000
    • 0 replies
    • 1.3k views
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    • Guest
    • July 5, 2000

12. Rehired participant after a distribution.

    By KJohnson, July 5, 2000
    • 0 replies
    • 1.4k views
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    • KJohnson
    • July 5, 2000

13. Contribution deposited, now ER doesn't want to allocate

    By Guest Boilerburm, June 30, 2000
    • 4 replies
    • 1.6k views
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    • Larry M
    • July 1, 2000

14. TIN's no longer required?

    By Guest Jim Hunzelman, June 29, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • June 30, 2000

15. Forfeiture Restoration

    By Brenda Wren, June 20, 2000
    • 3 replies
    • 2.5k views
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    • Richard Anderson
    • June 29, 2000

16. Key employees and stock held in an ESOP

    By KJohnson, June 27, 2000
    • 2 replies
    • 2k views
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    • Kirk Maldonado
    • June 28, 2000

17. Securities Lending

    By Guest Karen Geiger, June 1, 2000
    • 5 replies
    • 2k views
    • 
    • Guest
    • June 28, 2000

18. 204(h) Notice Twice??

    By Christine Roberts, June 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • June 21, 2000

19. ERISA Release for Claim Involving Group Health Plan

    By Guest McElroy, June 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 19, 2000

20. 401k plan termination after company's divisions split?

    By Guest JOEDOM1, June 19, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • June 19, 2000

21. Does an employer need to make the contribution to a dc plan before the

    By Guest Donna Lee, June 16, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 16, 2000

22. IRC 404 Deduction limit

    By jkharvey, June 15, 2000
    • 2 replies
    • 2.6k views
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    • jkharvey
    • June 16, 2000

23. Rollover within plan from mutual fund family to insurance company? can

    By Guest kmamka, June 15, 2000
    • 2 replies
    • 1.4k views
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    • Bill Berke
    • June 16, 2000

24. How does a Profit Sharing Plan with Multiple Contribution Rates Satisf

    By Guest McElroy, June 15, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 15, 2000

25. EE Stock Purchase Plan - max # of shares?

    By Guest Beth N, June 13, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 13, 2000

26. Rule of parity when using a 6 month requirement for eligibility and de

    By Guest LMalone, June 9, 2000
    • 2 replies
    • 1.8k views
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    • Kirk Maldonado
    • June 13, 2000

27. Placing of Controlled Group HCEs on subsidiaries' payrolls to satisfy

    By Guest McElroy, June 12, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 12, 2000

28. Failed 410(b) Test

    By mming, June 10, 2000
    • 3 replies
    • 3.2k views
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    • Guest
    • June 12, 2000

29. importing

    By Earl, May 27, 2000
    • 5 replies
    • 2.1k views
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    • Cathy from Chicago
    • June 10, 2000

30. IRS Notice 87-13

    By thepensionmaven, June 6, 2000
    • 1 reply
    • 6.3k views
    • 
    • Guest
    • June 9, 2000

31. Non Profit Entity as Plan Trustee

    By Christine Roberts, June 7, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 8, 2000

32. Nondiscrimination software

    By Guest DJS, June 6, 2000
    • 1 reply
    • 1.4k views
    • 
    • thepensionmaven
    • June 7, 2000

33. Preemption re: state tax withholding

    By Guest, May 22, 2000
    • 11 replies
    • 3k views
    • 
    • pjkoehler
    • June 7, 2000

34. Normal Retirement on later of 65 or 5th Anniversary

    By Lynn Campbell, June 7, 2000
    • 1 reply
    • 2k views
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    • david rigby
    • June 7, 2000

35. Top Heavy minimum contribution in a DC plan

    By dmb, June 6, 2000
    • 1 reply
    • 1.3k views
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    • Guest
    • June 6, 2000

36. supplemental contribution requiring 5 yrs. of service

    By Guest Cal, June 3, 2000
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 5, 2000

37. fees paid from annuity assets

    By thepensionmaven, May 23, 2000
    • 1 reply
    • 1.5k views
    • 
    • Bill Berke
    • June 2, 2000

38. Pension Contributions

    By david rigby, June 1, 2000
    • 4 replies
    • 2.2k views
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    • pjkoehler
    • June 1, 2000

39. Severance Pay and Deferrals

    By Guest Tim Howard, May 16, 2000
    • 22 replies
    • 10.1k views
    • 
    • Guest
    • June 1, 2000

40. Why are participants allowed (encouraged?) to remove their "retir

    By Guest Ray Williams, April 28, 2000
    • 10 replies
    • 2.4k views
    • 
    • MoJo
    • May 31, 2000

41. LIP Plan

    By Guest Jim Brennan, May 25, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 25, 2000

42. Combined 415 limits for an individual who is a participant (partner) i

    By Moe Howard, May 19, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2000

43. Cash Distribution on DB Pensions at Retirement.

    By Guest Justin Hocker, April 7, 2000
    • 8 replies
    • 1.8k views
    • 
    • IRC401
    • May 21, 2000

44. What to provide participants as part of a "full annual report&quo

    By jkharvey, May 10, 2000
    • 6 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • May 16, 2000

45. Is pension plan vulnerable to lawsuit against corporation??

    By dmb, May 15, 2000
    • 2 replies
    • 1.8k views
    • 
    • pjkoehler
    • May 15, 2000

46. Money Purchase Plan & Professional Corp

    By Guest logres, May 2, 2000
    • 6 replies
    • 1.7k views
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    • Erik Read
    • May 12, 2000

47. Controlled Groups and SEP's

    By Guest, May 6, 2000
    • 2 replies
    • 1.4k views
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    • richard
    • May 9, 2000

48. Last Day of Plan Year is Plan Entry Date

    By Guest, May 5, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 8, 2000

49. Amendment to "unfreeze" a previously frozen money purchase p

    By davef, April 28, 2000
    • 2 replies
    • 1.8k views
    • 
    • Bill Berke
    • May 8, 2000

50. Use of Fractional Year

    By chris, May 5, 2000
    • 3 replies
    • 1.5k views
    • 
    • Bill Berke
    • May 8, 2000