Retirement Plans in General

5,791 topics in this forum

1. 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

2. Money Purchase Plan Contribution Deduction

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

3. 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

4. Trade Association Profit Sharing Plan

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

5. 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

6. 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

7. eligibility question

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

8. 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

9. Revenue Ruling 99-51

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

10. Prohibited Transactions

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

11. 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

12. 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

13. 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

14. Any way to avoid top heavy minimum?

    By Lynn Campbell, November 20, 1999
    • 6 replies
    • 2k views
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    • Guest
    • December 6, 1999

15. What is a "plan"?

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

16. 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

17. tax exempt organizations & 401(k) Plans

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

18. Leased Employees / Owners

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

19. Benefits for Federal Credit Unions

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

20. 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

21. Taxable Wage Base

    By chris, December 1, 1999
    • 2 replies
    • 1.7k views
    • 
    • Chester
    • December 1, 1999

22. Controlled Group

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

23. Missing Beneficiaries

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

24. 1999 Form 5500 Series

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

25. Last Day Requirement for Vesting?

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

26. one person money purchase

    By Guest Toni Sorenson, November 16, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • November 18, 1999

27. 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

28. Sole Prop becomes LLC

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

29. Defined Contribution plans in Panama?

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

30. 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

31. Affiliated Service Group

    By Guest L TURNER, November 10, 1999
    • 2 replies
    • 1.6k views
    • 
    • Richard Anderson
    • November 14, 1999

32. 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

33. 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

34. Affiliated Group?

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

35. 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

36. 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

37. Controlled Group - any options

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

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

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

39. Two different fiscal years in controlled group

    By richard, November 9, 1999
    • 0 replies
    • 2.2k views
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    • richard
    • November 9, 1999

40. allocated vs unallocated insurance contracts

    By Guest m thom, November 4, 1999
    • 2 replies
    • 12k views
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    • BeckyMiller
    • November 8, 1999

41. Retirement Plan Audits

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

42. Entry date and prior service for a rehire?

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

43. TEFRA ELECTION

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

44. Beneficiary Rights

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

45. Limited Liability Company Benefits

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

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

    By MWeddell, October 29, 1999
    • 2 replies
    • 1.6k views
    • 
    • Dowist
    • November 1, 1999

47. Benefits Provided By Builders

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

48. Foreign national profit sharing balance

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

49. Allowable Investments?

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

50. Troubled about limitation of liability clause in proposed administrati

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