Retirement Plans in General

5,751 topics in this forum

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

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

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

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

3. Taxable Wage Base

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

4. Controlled Group

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

5. Missing Beneficiaries

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

6. What is a "plan"?

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

7. tax exempt organizations & 401(k) Plans

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

8. Al Gore flexes his campaign muscles--the anti-cutback morass

   By Guest Franklin Evans, November 22, 1999
   • 1 reply
   • 2k views
   • 
   • Dave Baker
   • July 17, 2000

9. Any way to avoid top heavy minimum?

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

10. Last Day Requirement for Vesting?

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

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

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

12. one person money purchase

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

13. Defined Contribution plans in Panama?

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

14. 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

15. Sole Prop becomes LLC

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

16. To what extent should the following reg that has not been updated be u

    By John A, November 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 11, 1999

17. If the service crediting method of a plan is changed from elapsed time

    By Guest WBrown, November 10, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • November 12, 1999

18. Affiliated Service Group

    By Guest L TURNER, November 10, 1999
    • 2 replies
    • 1.5k views
    • 
    • Richard Anderson
    • November 14, 1999

19. Controlled Group - any options

    By imchipbrown, November 10, 1999
    • 0 replies
    • 1.5k views
    • 
    • imchipbrown
    • November 10, 1999

20. How are years of service prior to age 18 disregarded?

    By John A, November 9, 1999
    • 2 replies
    • 1.9k views
    • 
    • John A
    • November 9, 1999

21. Two different fiscal years in controlled group

    By richard, November 9, 1999
    • 0 replies
    • 2.1k views
    • 
    • richard
    • November 9, 1999

22. Plan covers employees of several members of controlled group, includin

    By Guest djsimonetti, November 9, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 10, 1999

23. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

    By Alf, November 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 10, 1999

24. Entry date and prior service for a rehire?

    By John A, November 6, 1999
    • 0 replies
    • 2.7k views
    • 
    • John A
    • November 6, 1999

25. Freezing Money Purchase Plan for Self Employed

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

26. allocated vs unallocated insurance contracts

    By Guest m thom, November 4, 1999
    • 2 replies
    • 11.8k views
    • 
    • BeckyMiller
    • November 8, 1999

27. TEFRA ELECTION

    By Guest, November 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 1999

28. Beneficiary Rights

    By Guest amock, November 2, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 2, 1999

29. Limited Liability Company Benefits

    By Christine Roberts, November 1, 1999
    • 0 replies
    • 1.9k views
    • 
    • Christine Roberts
    • November 1, 1999

30. How soon is it necessary to have a non-zero balance in the trust for a

    By Alf, November 1, 1999
    • 6 replies
    • 2.1k views
    • 
    • jpod
    • December 12, 2002

31. Benefits Provided By Builders

    By david rigby, October 29, 1999
    • 0 replies
    • 1.3k views
    • 
    • david rigby
    • October 29, 1999

32. Foreign national profit sharing balance

    By Guest RS Vatalaro, October 29, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 29, 1999

33. Employer has agreed to give each "field" employee an annual

    By MWeddell, October 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dowist
    • November 1, 1999

34. Troubled about limitation of liability clause in proposed administrati

    By Dave Baker, October 26, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 27, 1999

35. Affiliated Group?

    By Guest J Samuelson, October 26, 1999
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • November 10, 1999

36. Retirement Plan Audits

    By bzorc, October 26, 1999
    • 3 replies
    • 1.6k views
    • 
    • BeckyMiller
    • November 8, 1999

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

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

38. NON CASH CONTRIBUTION TO KEOUGH MPP

    By Guest GENE, October 22, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • October 26, 1999

39. Trust ID numbers

    By Guest Mike Kimball, October 22, 1999
    • 6 replies
    • 2k views
    • 
    • Guest
    • December 14, 2001

40. Accept R/O from Term'd Ee?

    By Guest Crystal, October 20, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 21, 1999

41. Governmental Plans

    By Guest slt, October 20, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 1999

42. top heavy calculation

    By eilano, October 19, 1999
    • 1 reply
    • 2.6k views
    • 
    • John A
    • October 20, 1999

43. Controlled Group - Adoption Agreement

    By Guest boetgerinc, October 19, 1999
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • October 21, 1999

44. Eligibility cutoff point

    By John A, October 19, 1999
    • 4 replies
    • 1.9k views
    • 
    • John A
    • October 20, 1999

45. Allowable Investments?

    By richard, October 19, 1999
    • 1 reply
    • 2k views
    • 
    • IRC401
    • October 28, 1999

46. in-service distributions in MP Plan

    By EGB, October 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • EGB
    • October 18, 1999

47. Court mandated Defined Benefit to Defined Contribution Conversion

    By jlf, October 15, 1999
    • 1 reply
    • 2.2k views
    • 
    • jlf
    • October 21, 1999

48. Defined Benefit vs. Defined Contribution - the armwrestling continues! 1 2 3

    By jlf, October 15, 1999
    • 113 replies
    • 31.9k views
    • 
    • Guest
    • April 14, 2003

49. 177A pension plans

    By Guest ak, October 13, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 13, 1999

50. Form 5500

    By Guest ak, October 13, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 1999