Retirement Plans in General

5,781 topics in this forum

1. 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

2. 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

3. Remedial Amendment Period

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

4. 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

5. Cost of Setting Up Profit Sharing Plan

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

6. 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

7. Pre-ERISA service issue

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

8. 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

9. 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

10. Document requirements when partnership incorporates

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

11. Northwestern Mutual Prototype Plan

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

12. 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

13. Manulife or Hartford Interface

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

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

    By John A, February 28, 2000
    • 3 replies
    • 1.9k views
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    • Dowist
    • March 8, 2000

15. 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

16. Trustee Liability

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

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

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

18. Real Estate Transaction

    By eilano, February 28, 2000
    • 0 replies
    • 1.4k views
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    • eilano
    • February 28, 2000

19. 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

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

    By KJohnson, February 22, 2000
    • 4 replies
    • 1.6k views
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    • Kirk Maldonado
    • February 23, 2000

21. Cancel print jobs

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

22. 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

23. increase in max contribution....

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

24. Early Retirement Window

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

25. Demutualization

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

26. Directed TTEE vs. Named Fiduciary

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

27. Where are New 5500 Forms?

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

28. Issues regarding lease employees

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

29. PS plan sponsorship statistics

    By Guest TrustMe401k, February 2, 2000
    • 0 replies
    • 1.8k views
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    • Guest
    • February 2, 2000

30. 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

31. RTS, Report 1, ADP test

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

32. QDRO Tax Question

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

33. Ah, welcome!

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

34. 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

35. 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

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

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

37. 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

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

    By John A, January 4, 2000
    • 0 replies
    • 3.2k views
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    • John A
    • January 4, 2000

39. 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

40. 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

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

    By Guest, December 9, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • December 28, 1999

42. Money Purchase Plan Contribution Deduction

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

43. Has anyone used either of these resources?

    By John A, December 17, 1999
    • 1 reply
    • 1.4k views
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    • imchipbrown
    • December 25, 1999

44. Trade Association Profit Sharing Plan

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

45. 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

46. 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

47. eligibility question

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

48. 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

49. Revenue Ruling 99-51

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

50. Prohibited Transactions

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