Retirement Plans in General

5,751 topics in this forum

1. Termination of an Abandoned Plan by a third-party bank as custodian???

   By Guest RMM, March 9, 2000
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • March 14, 2000

2. Manulife or Hartford Interface

   By Guest TrustMe401k, March 9, 2000
   • 0 replies
   • 2.4k views
   • 
   • Guest
   • March 9, 2000

3. Does Dr's contribution to a TSA affect 415 limit in practice's PS Plan

   By SMB, March 2, 2000
   • 1 reply
   • 1.4k views
   • 
   • davef
   • March 3, 2000

4. Northwestern Mutual Prototype Plan

   By chris, March 1, 2000
   • 1 reply
   • 1.6k views
   • 
   • thepensionmaven
   • March 12, 2000

5. Does the sale of a division and associated transfer of plan assets and

   By John A, February 28, 2000
   • 3 replies
   • 1.8k views
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   • Dowist
   • March 8, 2000

6. Real Estate Transaction

   By eilano, February 28, 2000
   • 0 replies
   • 1.3k views
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   • eilano
   • February 28, 2000

7. Trustee Liability

   By Guest wwest, February 28, 2000
   • 1 reply
   • 3.6k views
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   • Guest
   • February 29, 2000

8. Document requirements when partnership incorporates

   By SMB, February 24, 2000
   • 3 replies
   • 1.4k views
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   • richard
   • March 13, 2000

9. What are plan sponsor's options if intended profit sharing contributio

   By John A, February 22, 2000
   • 3 replies
   • 1.5k views
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   • Guest
   • February 23, 2000

10. Cancel print jobs

    By Cathy from Chicago, February 22, 2000
    • 1 reply
    • 2.3k views
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    • Guest
    • February 22, 2000

11. Can we pay for GUST restatement out of plan assets?

    By KJohnson, February 22, 2000
    • 4 replies
    • 1.5k views
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    • Kirk Maldonado
    • February 23, 2000

12. Cost of Setting Up Profit Sharing Plan

    By chris, February 21, 2000
    • 6 replies
    • 1.6k views
    • 
    • richard
    • March 15, 2000

13. increase in max contribution....

    By Guest, February 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 21, 2000

14. How are 401k plans handled when other companies are acquired?

    By Guest Louis Gray, February 20, 2000
    • 1 reply
    • 1.5k views
    • 
    • Lorraine Dorsa
    • February 21, 2000

15. How to Increase employee participation in 401-k plan

    By Guest Louis Gray, February 20, 2000
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • March 17, 2000

16. would they have an interest in assisting their clients in removing the

    By Guest lawallach, February 20, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 29, 2000

17. Early Retirement Window

    By Guest Blake Fritz, February 18, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • February 18, 2000

18. Directed TTEE vs. Named Fiduciary

    By Guest Ephesian431, February 3, 2000
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • February 9, 2000

19. Nice trust officers' portal site found

    By Dave Baker, February 2, 2000
    • 2 replies
    • 5.3k views
    • 
    • Dave Baker
    • July 8, 2003

20. PS plan sponsorship statistics

    By Guest TrustMe401k, February 2, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 2, 2000

21. Demutualization

    By Guest wwest, January 28, 2000
    • 3 replies
    • 1.7k views
    • 
    • JWK
    • February 14, 2000

22. ODBC vs. RTS versions

    By Guest TrustMe401k, January 27, 2000
    • 2 replies
    • 2k views
    • 
    • Earl
    • January 29, 2001

23. Adding SHMatch to plan with existing traditional match funds

    By Cathy from Chicago, January 27, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 27, 2000

24. QDRO Tax Question

    By Guest Jhagan, January 25, 2000
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 26, 2000

25. RTS, Report 1, ADP test

    By Cathy from Chicago, January 25, 2000
    • 2 replies
    • 2.1k views
    • 
    • Cathy from Chicago
    • January 26, 2000

26. Startup software company looking for realistic stock % for employees.

    By Guest grizzled, January 20, 2000
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 3, 2007

27. Ah, welcome!

    By Cathy from Chicago, January 18, 2000
    • 0 replies
    • 1.7k views
    • 
    • Cathy from Chicago
    • January 18, 2000

28. Consequences of failure to fund profit sharing plan

    By Guest Theresa, January 6, 2000
    • 8 replies
    • 3.1k views
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    • mbozek
    • February 19, 2002

29. What do companies need to do to fulfill the requirement for submitting

    By Guest Wendy@dii, January 5, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 5, 2000

30. County Money rolling into a 401(k) Plan?

    By Guest KarenLS, January 5, 2000
    • 1 reply
    • 1.4k views
    • 
    • Alonzo
    • January 6, 2000

31. Elimination of Life Insurance in Profit Sharing Plan

    By KJohnson, January 4, 2000
    • 5 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • January 6, 2000

32. Did the Third Circuit get it right in Bennett v. Conrail Matched Savin

    By John A, January 4, 2000
    • 0 replies
    • 3.1k views
    • 
    • John A
    • January 4, 2000

33. Partner in LLP wants to irrevocably elect out of qualified plan.

    By PJaeger, December 30, 1999
    • 4 replies
    • 1.5k views
    • 
    • PJaeger
    • December 30, 1999

34. Is a change to requiring one-year of marriage before death benefits wi

    By Guest RMM, December 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Dowist
    • December 28, 1999

35. Trade Association Profit Sharing Plan

    By richard, December 23, 1999
    • 0 replies
    • 1.5k views
    • 
    • richard
    • December 23, 1999

36. Money Purchase Plan Contribution Deduction

    By eilano, December 22, 1999
    • 2 replies
    • 1.7k views
    • 
    • richard
    • December 27, 1999

37. Where are New 5500 Forms?

    By Chester, December 21, 1999
    • 20 replies
    • 2.7k views
    • 
    • Dave Baker
    • February 8, 2000

38. Severance Pay Included or Excluded in different safe-harbor definition

    By John A, December 21, 1999
    • 0 replies
    • 1.5k views
    • 
    • John A
    • December 21, 1999

39. eligibility question

    By thepensionmaven, December 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 20, 1999

40. Has anyone used either of these resources?

    By John A, December 17, 1999
    • 1 reply
    • 1.3k views
    • 
    • imchipbrown
    • December 25, 1999

41. Statute of Limitations on 415 violations?

    By Guest Charlie Miller, December 15, 1999
    • 4 replies
    • 1.9k views
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    • MWeddell
    • December 20, 1999

42. Revenue Ruling 99-51

    By John A, December 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • December 14, 1999

43. Amending Money Purchase Pension Plan - How frequent is too frequent?

    By Guest, December 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 1999

44. How is a 401(k) plan affected and how does one determine ownership whe

    By John A, December 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • John A
    • December 8, 1999

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

    By John A, December 6, 1999
    • 5 replies
    • 9.1k views
    • 
    • Mary Kay Foss
    • October 26, 2000

46. Amendment and Restatement of Plans for GUST - What's the going rate?

    By chris, December 6, 1999
    • 4 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • December 8, 1999

47. pre-retirement survivor annuity for MPP

    By Guest cculhane, December 5, 1999
    • 2 replies
    • 1.4k views
    • 
    • Dowist
    • December 6, 1999

48. Leased Employees / Owners

    By richard, December 3, 1999
    • 0 replies
    • 1.4k views
    • 
    • richard
    • December 3, 1999

49. Prohibited Transactions

    By Scott, December 2, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 11, 1999

50. Benefits for Federal Credit Unions

    By Christine Roberts, December 1, 1999
    • 2 replies
    • 1.4k views
    • 
    • davef
    • December 2, 1999