Retirement Plans in General

5,781 topics in this forum

1. How is a 401(k) plan affected and how does one determine ownership whe

   By John A, December 8, 1999
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   • 1.3k views
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   • John A
   • December 8, 1999

2. 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

3. 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

4. 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

5. What is a "plan"?

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

6. 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

7. 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

8. Leased Employees / Owners

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

9. Benefits for Federal Credit Unions

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

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

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

11. Taxable Wage Base

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

12. Controlled Group

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

13. Missing Beneficiaries

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

14. 1999 Form 5500 Series

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

15. Last Day Requirement for Vesting?

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

16. one person money purchase

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

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

    By Guest Toni Sorenson, November 16, 1999
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    • Guest
    • November 16, 1999

18. Sole Prop becomes LLC

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

19. Defined Contribution plans in Panama?

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

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

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

21. Affiliated Service Group

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

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

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

23. 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
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    • david rigby
    • November 11, 1999

24. Affiliated Group?

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

25. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

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

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

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

27. Controlled Group - any options

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

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

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

29. 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

30. allocated vs unallocated insurance contracts

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

31. Retirement Plan Audits

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

32. 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

33. TEFRA ELECTION

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

34. Beneficiary Rights

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

35. Limited Liability Company Benefits

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

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

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

37. Benefits Provided By Builders

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

38. Foreign national profit sharing balance

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

39. Allowable Investments?

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

40. Troubled about limitation of liability clause in proposed administrati

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

41. NON CASH CONTRIBUTION TO KEOUGH MPP

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

42. Governmental Plans

    By Guest slt, October 20, 1999
    • 2 replies
    • 1.5k views
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    • Guest
    • October 22, 1999

43. Controlled Group - Adoption Agreement

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

44. Court mandated Defined Benefit to Defined Contribution Conversion

    By jlf, October 15, 1999
    • 1 reply
    • 2.3k views
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    • jlf
    • October 21, 1999

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

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

46. top heavy calculation

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

47. Eligibility cutoff point

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

48. Summary Annual Report & Employee-Directed

    By Lynn Campbell, October 6, 1999
    • 2 replies
    • 1.4k views
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    • richard
    • October 19, 1999

49. Combo SEP/MPPP For Small Employer

    By Guest RS Vatalaro, October 4, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • October 18, 1999

50. in-service distributions in MP Plan

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