Retirement Plans in General

5,751 topics in this forum

1. Severance Pay and Deferrals

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

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

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

3. 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

4. Controlled Groups and SEP's

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

5. Use of Fractional Year

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

6. Last Day of Plan Year is Plan Entry Date

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

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

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

8. Money Purchase Plan & Professional Corp

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

9. Change in vesting rules

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

10. 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

11. Open Enrollment?

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

12. 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

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

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

14. 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

15. Paperless office

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

16. Fiduciary liability when providing investment advice

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

17. asg with age based allocation to sole props

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

18. 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

19. Defined Benefit Calculation Systems

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

20. Money Purchase post-tax employee contributions

    By Guest Kathleen Toth, April 12, 2000
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 13, 2000

21. Plans for Corporate Directors

    By Guest JD Colville, April 12, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 13, 2000

22. 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

23. Cash Distribution on DB Pensions at Retirement.

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

24. Phone number or address to obtain a new copy of lost favorable determi

    By John A, April 3, 2000
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • April 4, 2000

25. Is a distribution that was made within the last 5 years to an employee

    By John A, March 31, 2000
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • April 1, 2000

26. How do you correct filing duplicate 1099-Rs?

    By John A, March 31, 2000
    • 2 replies
    • 2.3k views
    • 
    • John A
    • April 11, 2000

27. Is Severance Pay always considered compensation?

    By Lynn Campbell, March 30, 2000
    • 6 replies
    • 4k views
    • 
    • Guest
    • April 16, 2001

28. RESOURCE FOR INFORMATION ON AVG PLAN EARNINGS

    By Guest KATHY TONEY, March 29, 2000
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 31, 2000

29. Money Purchase Formula -> 100% of 401(k) Plan contributions?

    By KJohnson, March 29, 2000
    • 8 replies
    • 3.2k views
    • 
    • KJohnson
    • March 30, 2000

30. Top heavy determination for short plan year

    By Guest mo, March 29, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 29, 2000

31. Pension Plan Compliance with the Department of Labor

    By Guest Dennis Martin, March 28, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alan Simpson
    • March 29, 2000

32. Hours for "other than performance of duties" counted for all

    By Alonzo, March 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 28, 2000

33. mutual fund interfaces

    By Earl, March 28, 2000
    • 1 reply
    • 1.7k views
    • 
    • Cathy from Chicago
    • March 28, 2000

34. Discretionary PS contribution allocated but not made. What are options

    By Guest Doreen Barrett, March 27, 2000
    • 1 reply
    • 1.7k views
    • 
    • John A
    • March 27, 2000

35. Missing 5500 Forms - waiver of penalty - what is IRS typical response?

    By Lynn Campbell, March 25, 2000
    • 1 reply
    • 1.8k views
    • 
    • Kirk Maldonado
    • March 26, 2000

36. Benefit levels for non-union, hourly EEs

    By Guest GregSelf, March 23, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 24, 2000

37. Commonly asked questions

    By Guest Parker, March 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 21, 2000

38. Does including otherwise excludable employees require a plan amendment

    By John A, March 20, 2000
    • 0 replies
    • 1.3k views
    • 
    • John A
    • March 20, 2000

39. Franchise and effects

    By Guest fusiuser, March 20, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2000

40. Full vesting for spinoff plan participants?

    By Guest Susan Keys, March 20, 2000
    • 3 replies
    • 3.4k views
    • 
    • John A
    • November 9, 2000

41. How does one find out the identity of the applicant in a private lette

    By Guest LMalone, March 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2000

42. Remedial Amendment Period

    By Guest Robert F. Elgidely, March 15, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 15, 2000

43. Can a depletion of assets cause a partial termination?

    By John A, March 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 16, 2000

44. What to do with missing participants - California style. (Does Califor

    By John A, March 15, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • March 15, 2000

45. Plan provision re disregard of service for vesting purposes

    By chris, March 15, 2000
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • March 20, 2000

46. Pre-ERISA service issue

    By chris, March 14, 2000
    • 0 replies
    • 1.6k views
    • 
    • chris
    • March 14, 2000

47. What is DOL form EBS-1

    By Guest Fishchick, March 14, 2000
    • 2 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • March 14, 2000

48. GUST Amendment for Terminating Plans

    By Christine Roberts, March 13, 2000
    • 7 replies
    • 1.9k views
    • 
    • Christine Roberts
    • September 18, 2000

49. Failure to make discretionary profit sharing contribution for non HCE'

    By Guest tcunagin, March 10, 2000
    • 3 replies
    • 1.8k views
    • 
    • Dave Baker
    • March 13, 2000

50. Need advice on whether to return to work full-time

    By Guest, March 10, 2000
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • March 10, 2000