Retirement Plans in General

5,816 topics in this forum

1. family attribution example

   By k man, July 24, 2000
   • 7 replies
   • 3.6k views
   • 
   • k man
   • July 24, 2000

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

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

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

   By Guest Curtis L. Walsh, July 19, 2000
   • 2 replies
   • 2.5k views
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   • Guest
   • July 20, 2000

4. Breaks in service and 5 year vesting.

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

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

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

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

   By Dave Baker, July 18, 2000
   • 3 replies
   • 2.2k views
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   • david rigby
   • July 19, 2000

7. 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

8. 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

9. 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

10. Comprehensive Pension Reform Bill

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

11. Erroneous Deposit of Money Owed to Plan

    By Christine Roberts, July 13, 2000
    • 2 replies
    • 2.1k views
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    • pjkoehler
    • July 14, 2000

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

    By Richard Anderson, July 12, 2000
    • 2 replies
    • 1.6k views
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    • Guest
    • July 13, 2000

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

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

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

    By Guest BNYMTC, July 3, 2000
    • 5 replies
    • 2.3k views
    • 
    • IRC401
    • July 9, 2000

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

    By Guest Tara Curran, July 5, 2000
    • 1 reply
    • 1.6k views
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    • KJohnson
    • July 5, 2000

16. Sample size used for the audit of a plan

    By Guest ayler11, July 5, 2000
    • 0 replies
    • 2.6k views
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    • Guest
    • July 5, 2000

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

    By Guest Pat Metallic, July 5, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • July 5, 2000

18. Rehired participant after a distribution.

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

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

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

20. 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

21. Forfeiture Restoration

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

22. 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

23. Securities Lending

    By Guest Karen Geiger, June 1, 2000
    • 5 replies
    • 2.1k views
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    • Guest
    • June 28, 2000

24. 204(h) Notice Twice??

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

25. ERISA Release for Claim Involving Group Health Plan

    By Guest McElroy, June 19, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • June 19, 2000

26. 401k plan termination after company's divisions split?

    By Guest JOEDOM1, June 19, 2000
    • 1 reply
    • 3k views
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    • Guest
    • June 19, 2000

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

    By Guest Donna Lee, June 16, 2000
    • 1 reply
    • 1.4k views
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    • Guest
    • June 16, 2000

28. IRC 404 Deduction limit

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

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

    By Guest kmamka, June 15, 2000
    • 2 replies
    • 1.6k views
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    • Bill Berke
    • June 16, 2000

30. 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

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

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

32. 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

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

    By Guest McElroy, June 12, 2000
    • 0 replies
    • 1.5k views
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    • Guest
    • June 12, 2000

34. Failed 410(b) Test

    By mming, June 10, 2000
    • 3 replies
    • 3.3k views
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    • Guest
    • June 12, 2000

35. importing

    By Earl, May 27, 2000
    • 5 replies
    • 2.2k views
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    • Cathy from Chicago
    • June 10, 2000

36. IRS Notice 87-13

    By thepensionmaven, June 6, 2000
    • 1 reply
    • 6.5k views
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    • Guest
    • June 9, 2000

37. Non Profit Entity as Plan Trustee

    By Christine Roberts, June 7, 2000
    • 2 replies
    • 1.8k views
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    • Guest
    • June 8, 2000

38. Nondiscrimination software

    By Guest DJS, June 6, 2000
    • 1 reply
    • 1.5k views
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    • thepensionmaven
    • June 7, 2000

39. Preemption re: state tax withholding

    By Guest, May 22, 2000
    • 11 replies
    • 3.2k views
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    • pjkoehler
    • June 7, 2000

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

    By Lynn Campbell, June 7, 2000
    • 1 reply
    • 2.1k views
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    • david rigby
    • June 7, 2000

41. Top Heavy minimum contribution in a DC plan

    By dmb, June 6, 2000
    • 1 reply
    • 1.4k views
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    • Guest
    • June 6, 2000

42. supplemental contribution requiring 5 yrs. of service

    By Guest Cal, June 3, 2000
    • 2 replies
    • 1.4k views
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    • Guest
    • June 5, 2000

43. fees paid from annuity assets

    By thepensionmaven, May 23, 2000
    • 1 reply
    • 1.6k views
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    • Bill Berke
    • June 2, 2000

44. Pension Contributions

    By david rigby, June 1, 2000
    • 4 replies
    • 2.3k views
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    • pjkoehler
    • June 1, 2000

45. Severance Pay and Deferrals

    By Guest Tim Howard, May 16, 2000
    • 22 replies
    • 11.6k views
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    • Guest
    • June 1, 2000

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

    By Guest Ray Williams, April 28, 2000
    • 10 replies
    • 2.5k views
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    • MoJo
    • May 31, 2000

47. LIP Plan

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

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

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

49. Cash Distribution on DB Pensions at Retirement.

    By Guest Justin Hocker, April 7, 2000
    • 8 replies
    • 1.9k views
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    • IRC401
    • May 21, 2000

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

    By jkharvey, May 10, 2000
    • 6 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • May 16, 2000