Retirement Plans in General

5,781 topics in this forum

1. Is an independent audit required here?

   By Guest Don J. Smith, August 1, 2000
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • August 3, 2000

2. Is the following a related rollover?

   By John A, August 3, 2000
   • 3 replies
   • 1.5k views
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   • R. Butler
   • August 3, 2000

3. Granting service credit to acquired employees for service with prior a

   By SMB, August 2, 2000
   • 1 reply
   • 1.8k views
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   • M R Bernardin
   • August 3, 2000

4. One shareholder has a right of first refusal before other shareholder

   By Guest Kim C, July 7, 2000
   • 19 replies
   • 7.8k views
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   • Guest
   • August 2, 2000

5. Penalty on distribution of income on after-tax contribution?

   By Guest Boilerburm, August 2, 2000
   • 1 reply
   • 1.4k views
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   • Richard Anderson
   • August 2, 2000

6. Proposed Regulations under Section 411(d)(6)

   By Guest Tom Maloney, July 18, 2000
   • 1 reply
   • 1.6k views
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   • Guest
   • August 2, 2000

7. Can the 100% owner of an LLC have Schedule C income, or because it's a

   By dmb, July 27, 2000
   • 2 replies
   • 1.6k views
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   • Guest
   • August 2, 2000

8. Collectibles as investments

   By jkharvey, July 11, 2000
   • 7 replies
   • 3.3k views
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   • Bill Berke
   • August 1, 2000

9. Is the city's matching deferred comp in a 457 plan part of the total 8

   By Guest Curtis L. Walsh, July 27, 2000
   • 1 reply
   • 1.5k views
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   • Guest
   • July 31, 2000

10. PRIOR SERVICE CREDIT

    By Guest kkost, July 28, 2000
    • 1 reply
    • 1.7k views
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    • Guest
    • July 31, 2000

11. 25% and 15% calculations wrt ee deferrals

    By David, July 26, 2000
    • 4 replies
    • 2.5k views
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    • pjkoehler
    • July 28, 2000

12. How do you determine the annual additions limit for paired retirement

    By Guest Joe Vasko, July 19, 2000
    • 2 replies
    • 1.7k views
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    • Guest
    • July 26, 2000

13. Tip income

    By Guest EdShill, July 25, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • July 25, 2000

14. Electronic signatures

    By davef, July 11, 2000
    • 2 replies
    • 1.7k views
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    • davef
    • July 24, 2000

15. family attribution example

    By k man, July 24, 2000
    • 7 replies
    • 3.5k views
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    • k man
    • July 24, 2000

16. Participation Date of Rehired Employee Who Had Received Involuntary Ca

    By KJohnson, July 14, 2000
    • 1 reply
    • 1.6k views
    • 
    • Erik Read
    • July 24, 2000

17. Working for a municipality, can an employee have a 457 TSA and also a

    By Guest Curtis L. Walsh, July 19, 2000
    • 2 replies
    • 2.4k views
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    • Guest
    • July 20, 2000

18. Breaks in service and 5 year vesting.

    By Guest Joseph OConnor, July 19, 2000
    • 1 reply
    • 2.3k views
    • 
    • david rigby
    • July 20, 2000

19. Think Tank Says Proposed Pension Changes Would 'Overwhelmingly' Benefi

    By Dave Baker, July 13, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • July 19, 2000

20. Has the time come for a federally-funded pension policy agency that ad

    By Dave Baker, July 18, 2000
    • 3 replies
    • 2.1k views
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    • david rigby
    • July 19, 2000

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

    By Guest CAM, July 17, 2000
    • 5 replies
    • 1.6k views
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    • IRC401
    • July 18, 2000

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

    By Guest MFuentes, July 13, 2000
    • 4 replies
    • 1.5k views
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    • actuarysmith
    • July 17, 2000

23. 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

24. Comprehensive Pension Reform Bill

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

25. 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

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

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

27. 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

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

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

29. 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

30. Sample size used for the audit of a plan

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

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

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

32. Rehired participant after a distribution.

    By KJohnson, July 5, 2000
    • 0 replies
    • 1.5k views
    • 
    • KJohnson
    • July 5, 2000

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

    By Guest Boilerburm, June 30, 2000
    • 4 replies
    • 1.7k views
    • 
    • Larry M
    • July 1, 2000

34. TIN's no longer required?

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

35. Forfeiture Restoration

    By Brenda Wren, June 20, 2000
    • 3 replies
    • 2.6k views
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    • Richard Anderson
    • June 29, 2000

36. Key employees and stock held in an ESOP

    By KJohnson, June 27, 2000
    • 2 replies
    • 2.1k views
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    • Kirk Maldonado
    • June 28, 2000

37. Securities Lending

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

38. 204(h) Notice Twice??

    By Christine Roberts, June 21, 2000
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • June 21, 2000

39. ERISA Release for Claim Involving Group Health Plan

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

40. 401k plan termination after company's divisions split?

    By Guest JOEDOM1, June 19, 2000
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • June 19, 2000

41. 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

42. IRC 404 Deduction limit

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

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

    By Guest kmamka, June 15, 2000
    • 2 replies
    • 1.5k views
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    • Bill Berke
    • June 16, 2000

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

    By Guest McElroy, June 15, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • June 15, 2000

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

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

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

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

47. 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

48. Failed 410(b) Test

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

49. importing

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

50. IRS Notice 87-13

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