Retirement Plans in General

5,772 topics in this forum

1. Top heavy determination for short plan year

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

2. Pension Plan Compliance with the Department of Labor

   By Guest Dennis Martin, March 28, 2000
   • 1 reply
   • 1.5k views
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   • Alan Simpson
   • March 29, 2000

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

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

4. mutual fund interfaces

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

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

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

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

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

7. Benefit levels for non-union, hourly EEs

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

8. Commonly asked questions

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

9. Does including otherwise excludable employees require a plan amendment

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

10. Franchise and effects

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

11. Full vesting for spinoff plan participants?

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

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

    By Guest LMalone, March 16, 2000
    • 1 reply
    • 1.5k views
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    • Guest
    • March 16, 2000

13. Remedial Amendment Period

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

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

    By John A, March 15, 2000
    • 2 replies
    • 1.5k views
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    • david rigby
    • March 16, 2000

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

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

16. Plan provision re disregard of service for vesting purposes

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

17. Pre-ERISA service issue

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

18. What is DOL form EBS-1

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

19. GUST Amendment for Terminating Plans

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

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

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

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

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

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

    By Guest RMM, March 9, 2000
    • 1 reply
    • 1.5k views
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    • Guest
    • March 14, 2000

23. Manulife or Hartford Interface

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

24. 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
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    • davef
    • March 3, 2000

25. Northwestern Mutual Prototype Plan

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

26. 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

27. Real Estate Transaction

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

28. Trustee Liability

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

29. Document requirements when partnership incorporates

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

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

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

31. Cancel print jobs

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

32. 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

33. Cost of Setting Up Profit Sharing Plan

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

34. increase in max contribution....

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

35. 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

36. 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

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

    By Guest lawallach, February 20, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 29, 2000

38. Early Retirement Window

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

39. Directed TTEE vs. Named Fiduciary

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

40. Nice trust officers' portal site found

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

41. PS plan sponsorship statistics

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

42. Demutualization

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

43. ODBC vs. RTS versions

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

44. 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

45. QDRO Tax Question

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

46. RTS, Report 1, ADP test

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

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

    By Guest grizzled, January 20, 2000
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 3, 2007

48. Ah, welcome!

    By Cathy from Chicago, January 18, 2000
    • 0 replies
    • 1.8k views
    • 
    • Cathy from Chicago
    • January 18, 2000

49. 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

50. 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