Retirement Plans in General

5,768 topics in this forum

1. 1999 Form 5500 Series

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

2. Last Day Requirement for Vesting?

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

3. 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

4. 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

5. Sole Prop becomes LLC

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

6. 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

7. 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

8. Affiliated Service Group

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

9. 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

10. 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

11. Affiliated Group?

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

12. 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

13. 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

14. Controlled Group - any options

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

15. 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

16. 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

17. allocated vs unallocated insurance contracts

    By Guest m thom, November 4, 1999
    • 2 replies
    • 11.9k views
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    • BeckyMiller
    • November 8, 1999

18. Retirement Plan Audits

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

19. Entry date and prior service for a rehire?

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

20. TEFRA ELECTION

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

21. Beneficiary Rights

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

22. Limited Liability Company Benefits

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

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

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

24. Benefits Provided By Builders

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

25. Foreign national profit sharing balance

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

26. Allowable Investments?

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

27. Troubled about limitation of liability clause in proposed administrati

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

28. NON CASH CONTRIBUTION TO KEOUGH MPP

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

29. Governmental Plans

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

30. Controlled Group - Adoption Agreement

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

31. Court mandated Defined Benefit to Defined Contribution Conversion

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

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

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

33. top heavy calculation

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

34. Eligibility cutoff point

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

35. Summary Annual Report & Employee-Directed

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

36. Combo SEP/MPPP For Small Employer

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

37. in-service distributions in MP Plan

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

38. Form 5500 - Valuing Insurance Policies

    By Guest rkaplan, October 6, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • October 14, 1999

39. 177A pension plans

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

40. Laws on benefits for wholly owned subsidiaries

    By Guest Maggie Atwood, October 11, 1999
    • 2 replies
    • 5.2k views
    • 
    • Guest
    • October 13, 1999

41. Form 5500

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

42. Amendment deadline for changing plan year

    By John A, October 12, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 12, 1999

43. Aggregation of fees/Prohibted Transactions

    By MoJo, October 5, 1999
    • 2 replies
    • 2.6k views
    • 
    • Dowist
    • October 12, 1999

44. 5500 New Employer added to a Multiple Employer Plan

    By Guest Frank Jackson, October 7, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • October 8, 1999

45. Deadline for Determination Letter Request for Amended Plan

    By Guest wwest, October 4, 1999
    • 5 replies
    • 2k views
    • 
    • Kirk Maldonado
    • October 5, 1999

46. Eligiblity & Vesting in a short plan year

    By Guest siegek, March 6, 1999
    • 12 replies
    • 10.7k views
    • 
    • Dowist
    • October 1, 1999

47. Estimated Indexed Limits for 2000?

    By Alf, September 30, 1999
    • 0 replies
    • 1.4k views
    • 
    • Alf
    • September 30, 1999

48. Differing opinion on Q about vesting computation period for short plan

    By John A, September 28, 1999
    • 2 replies
    • 2.5k views
    • 
    • John A
    • September 28, 1999

49. Any requirement to change vesting period when plan year changes

    By John A, September 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • John A
    • September 28, 1999

50. 411(d)(6) - Ee Voluntary Contributions

    By lkpittman, September 27, 1999
    • 1 reply
    • 1.6k views
    • 
    • lkpittman
    • September 27, 1999