Retirement Plans in General

5,750 topics in this forum

1. Rehired participant after a distribution.

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

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

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

3. TIN's no longer required?

   By Guest Jim Hunzelman, June 29, 2000
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • June 30, 2000

4. Forfeiture Restoration

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

5. Key employees and stock held in an ESOP

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

6. Securities Lending

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

7. 204(h) Notice Twice??

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

8. ERISA Release for Claim Involving Group Health Plan

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

9. 401k plan termination after company's divisions split?

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

10. 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

11. IRC 404 Deduction limit

    By jkharvey, June 15, 2000
    • 2 replies
    • 2.5k views
    • 
    • jkharvey
    • June 16, 2000

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

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

13. 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

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

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

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

    By Guest LMalone, June 9, 2000
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 13, 2000

16. 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

17. Failed 410(b) Test

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

18. importing

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

19. IRS Notice 87-13

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

20. Non Profit Entity as Plan Trustee

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

21. Nondiscrimination software

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

22. Preemption re: state tax withholding

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

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

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

24. Top Heavy minimum contribution in a DC plan

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

25. supplemental contribution requiring 5 yrs. of service

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

26. fees paid from annuity assets

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

27. Pension Contributions

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

28. Severance Pay and Deferrals

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

29. 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

30. LIP Plan

    By Guest Jim Brennan, May 25, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 25, 2000

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

    By Moe Howard, May 19, 2000
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • May 22, 2000

32. Cash Distribution on DB Pensions at Retirement.

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

33. 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

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

    By dmb, May 15, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • May 15, 2000

35. Money Purchase Plan & Professional Corp

    By Guest logres, May 2, 2000
    • 6 replies
    • 1.6k views
    • 
    • Erik Read
    • May 12, 2000

36. Controlled Groups and SEP's

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

37. Last Day of Plan Year is Plan Entry Date

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

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

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

39. Use of Fractional Year

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

40. QPSA and QJSA for domestic partners in a civil union -- now required i

    By Guest Ernie Guerriero, May 2, 2000
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • May 7, 2000

41. Any word on GUST Amendment deadlines for individually designed plans?

    By Alonzo, May 3, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 3, 2000

42. Change in vesting rules

    By pbarrett, May 2, 2000
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 3, 2000

43. Open Enrollment?

    By Guest, April 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Erik Read
    • May 2, 2000

44. Can the Form 5307 relating to Volume Submitter Plans be used to get a

    By Guest RMM, April 11, 2000
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 26, 2000

45. How long does an employer have to pay out a pension plan (under $5000)

    By Guest Daniel Grams, April 21, 2000
    • 1 reply
    • 2.1k views
    • 
    • pjkoehler
    • April 21, 2000

46. Fiduciary liability when providing investment advice

    By Guest Tina Elders, April 19, 2000
    • 3 replies
    • 1.5k views
    • 
    • pjkoehler
    • April 20, 2000

47. Paperless office

    By eilano, April 20, 2000
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 20, 2000

48. Is purchase of annuity by plan a prohibited transaction where particip

    By chris, April 18, 2000
    • 2 replies
    • 1.4k views
    • 
    • chris
    • April 19, 2000

49. asg with age based allocation to sole props

    By Earl, April 19, 2000
    • 0 replies
    • 1.7k views
    • 
    • Earl
    • April 19, 2000

50. Defined Benefit Calculation Systems

    By Guest julianne brown, April 17, 2000
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 17, 2000