Retirement Plans in General

5,761 topics in this forum

1. Cancel print jobs

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

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

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

3. increase in max contribution....

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

4. Early Retirement Window

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

5. Demutualization

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

6. Directed TTEE vs. Named Fiduciary

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

7. Where are New 5500 Forms?

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

8. Issues regarding lease employees

   By Guest Kellie Smith, April 27, 1999
   • 3 replies
   • 1.7k views
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   • Guest
   • February 4, 2000

9. PS plan sponsorship statistics

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

10. Adding SHMatch to plan with existing traditional match funds

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

11. 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

12. QDRO Tax Question

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

13. Ah, welcome!

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

14. Freezing Money Purchase Plan for Self Employed

    By Guest mo, November 5, 1999
    • 6 replies
    • 1.8k views
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    • Guest
    • January 7, 2000

15. Elimination of Life Insurance in Profit Sharing Plan

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

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

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

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

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

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

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

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

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

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

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

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

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

22. Money Purchase Plan Contribution Deduction

    By eilano, December 22, 1999
    • 2 replies
    • 1.8k views
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    • richard
    • December 27, 1999

23. Has anyone used either of these resources?

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

24. Trade Association Profit Sharing Plan

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

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

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

26. 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

27. eligibility question

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

28. Definition of HCE - plan uses lookback year - when does new $85,000 de

    By Dave Baker, October 25, 1999
    • 16 replies
    • 3.7k views
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    • IRC401
    • December 16, 1999

29. Revenue Ruling 99-51

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

30. Prohibited Transactions

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

31. 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
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    • John A
    • December 8, 1999

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

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

33. pre-retirement survivor annuity for MPP

    By Guest cculhane, December 5, 1999
    • 2 replies
    • 1.5k views
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    • Dowist
    • December 6, 1999

34. Any way to avoid top heavy minimum?

    By Lynn Campbell, November 20, 1999
    • 6 replies
    • 1.9k views
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    • Guest
    • December 6, 1999

35. What is a "plan"?

    By Guest Jeff Moore, November 30, 1999
    • 6 replies
    • 2k views
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    • richard
    • December 4, 1999

36. Proposed Conditions for Small Pension Plans to Continue to Avoid Annua

    By Dave Baker, December 1, 1999
    • 3 replies
    • 1.5k views
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    • Guest
    • December 4, 1999

37. tax exempt organizations & 401(k) Plans

    By Guest Robert Lees, November 30, 1999
    • 1 reply
    • 1.8k views
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    • davef
    • December 4, 1999

38. Leased Employees / Owners

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

39. Benefits for Federal Credit Unions

    By Christine Roberts, December 1, 1999
    • 2 replies
    • 1.5k views
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    • davef
    • December 2, 1999

40. Pay expense from plan assets to replace stock certificates?

    By John A, December 1, 1999
    • 0 replies
    • 1.4k views
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    • John A
    • December 1, 1999

41. Taxable Wage Base

    By chris, December 1, 1999
    • 2 replies
    • 1.6k views
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    • Chester
    • December 1, 1999

42. Controlled Group

    By chris, December 1, 1999
    • 1 reply
    • 1.5k views
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    • EGB
    • December 1, 1999

43. Missing Beneficiaries

    By Guest B Husani, November 30, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • November 30, 1999

44. 1999 Form 5500 Series

    By Alan Simpson, July 9, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • November 30, 1999

45. Last Day Requirement for Vesting?

    By Spencer, November 17, 1999
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • November 19, 1999

46. one person money purchase

    By Guest Toni Sorenson, November 16, 1999
    • 2 replies
    • 1.4k views
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    • Dave Baker
    • November 18, 1999

47. Compensation for a crosstested plan when the company changes halfway t

    By Guest Toni Sorenson, November 16, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • November 16, 1999

48. Sole Prop becomes LLC

    By richard, November 12, 1999
    • 5 replies
    • 1.6k views
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    • davef
    • November 16, 1999

49. Defined Contribution plans in Panama?

    By Guest Steve Boudreau, November 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 15, 1999

50. Reimbursement of Expenses to Employer-in next Plan Year?

    By Guest dlm, November 12, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • November 15, 1999