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Retirement Plans in General

5,848 topics in this forum

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

    By eilano,
    • 0 replies
    • 1.7k views

  2. Statistical Request

    By Guest Paul Vickers,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

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

    By mming,
    • 3 replies
    • 3.2k views
    • Guest
    • Guest

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

    By Guest david roberts,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Jed Macy,
    • 3 replies
    • 2.1k views

  6. Is a 5310-A filing required

    By dmb,
    • 0 replies
    • 1.9k views
    • dmb
    • dmb

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

    By John A,
    • 0 replies
    • 1.8k views

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

    By Guest Mary Mlock,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

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

    By Guest MPITTS,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  10. Former employer won't distribute.

    By Guest Mabel,
    • 1 reply
    • 1.9k views

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

    By John A,
    • 5 replies
    • 10k views

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

    By AndyH,
    • 3 replies
    • 2k views

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

    By jkharvey,
    • 0 replies
    • 2.1k views

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

    By John A,
    • 4 replies
    • 4.4k views

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

    By John A,
    • 1 reply
    • 1.7k views

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

    By Guest sheadan,
    • 5 replies
    • 2.1k views
    • Alf
    • Alf

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

    By AndyH,
    • 0 replies
    • 1.7k views

  18. Need cite for recent First Union case.

    By R. Butler,
    • 1 reply
    • 1.8k views

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

    By Guest irenes,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By MR,
    • 2 replies
    • 2k views

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

    By DP,
    • 2 replies
    • 1.9k views

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

    By KJohnson,
    • 4 replies
    • 2k views

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

    By John A,
    • 13 replies
    • 7.1k views

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

    By Guest Brandi King,
    • 2 replies
    • 1.6k views

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

    By Guest vetat,
    • 1 reply
    • 2.1k views

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

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

  27. Bonding and Directed Trustees/Custodians

    By KJohnson,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest mo again,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest,
    • 1 reply
    • 1.8k views

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

    By Guest Patrick Foley,
    • 5 replies
    • 2.4k views

  31. Retirement program (DROP)

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

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

    By Guest mo again,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  33. No earnings or contributions included in final distribution amounts.

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

  34. Calculating (or not calculating) lost earnings on late discretionary c

    By MR,
    • 0 replies
    • 1.8k views
    • MR
    • MR

  35. Plan Asset Written Off Years Ago Now Recovered

    By DP,
    • 1 reply
    • 1.6k views

  36. Cash-outs under $5,000 after annuity starting date.

    By smm,
    • 0 replies
    • 1.6k views
    • smm
    • smm

  37. Is it a partial termination?

    By jkharvey,
    • 3 replies
    • 3.5k views
    • Guest
    • Guest

  38. Is an employer contribution deductible when a financial institution fa

    By Guest Barton Haag,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  39. Enrollment gifts and giveaways/prizes - Prohibited transaction?

    By MoJo,
    • 17 replies
    • 6.6k views

  40. GUST Amendment for Terminating Plans

    By Christine Roberts,
    • 7 replies
    • 2.4k views

  41. Copy 1 of Form 1099-R

    By Guest PC,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  42. Defaulted loans - looming in the background if participant tries to bo

    By MR,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  43. Age Discrimination

    By Guest dmorrison,
    • 1 reply
    • 3.5k views

  44. 5500 required if new profit sharing plan is not funded after all?

    By Guest wlank,
    • 8 replies
    • 3.3k views

  45. Are parking spaces a good plan investment?

    By bzorc,
    • 0 replies
    • 1.8k views

  46. ERISA 204(h) Notice Due to Merger of MPP/PSP?

    By Christine Roberts,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  47. Retroactive plan amenmdents relating to elective/optional law changes

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

  48. News Analysis -- Pension Reform: Making a Bad Situation Worse?

    By Dave Baker,
    • 3 replies
    • 2.9k views
    • Guest
    • Guest

  49. Coordination of IRC 415, 412, 404

    By Guest mo again,
    • 13 replies
    • 3.3k views
    • Guest
    • Guest

  50. Fidelity Bond in excess of $500,000

    By jkharvey,
    • 0 replies
    • 2.1k views
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