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Retirement Plans in General

5,824 topics in this forum

  1. Pre-ERISA service issue

    By chris,
    • 0 replies
    • 1.7k views

  2. What is DOL form EBS-1

    By Guest Fishchick,
    • 2 replies
    • 4.2k views

  3. Failure to make discretionary profit sharing contribution for non HCE'

    By Guest tcunagin,
    • 3 replies
    • 2k views

  4. Document requirements when partnership incorporates

    By SMB,
    • 3 replies
    • 1.6k views

  5. Northwestern Mutual Prototype Plan

    By chris,
    • 1 reply
    • 1.7k views

  6. Need advice on whether to return to work full-time

    By Guest,
    • 2 replies
    • 1.6k views

  7. Manulife or Hartford Interface

    By Guest TrustMe401k,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

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

    By John A,
    • 3 replies
    • 2k views

  9. Does Dr's contribution to a TSA affect 415 limit in practice's PS Plan

    By SMB,
    • 1 reply
    • 1.5k views

  10. Trustee Liability

    By Guest wwest,
    • 1 reply
    • 3.7k views
    • Guest
    • Guest

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

    By Guest lawallach,
    • 1 reply
    • 2.7k views
    • Guest
    • Guest

  12. Real Estate Transaction

    By eilano,
    • 0 replies
    • 1.4k views

  13. What are plan sponsor's options if intended profit sharing contributio

    By John A,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

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

    By KJohnson,
    • 4 replies
    • 1.7k views

  15. Cancel print jobs

    By Cathy from Chicago,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  16. How are 401k plans handled when other companies are acquired?

    By Guest Louis Gray,
    • 1 reply
    • 1.7k views

  17. increase in max contribution....

    By Guest,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  18. Early Retirement Window

    By Guest Blake Fritz,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  19. Demutualization

    By Guest wwest,
    • 3 replies
    • 1.9k views
    • JWK
    • JWK

  20. Directed TTEE vs. Named Fiduciary

    By Guest Ephesian431,
    • 1 reply
    • 3.8k views
    • Guest
    • Guest

  21. Where are New 5500 Forms?

    By Chester,
    • 20 replies
    • 3.1k views

  22. Issues regarding lease employees

    By Guest Kellie Smith,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  23. PS plan sponsorship statistics

    By Guest TrustMe401k,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  24. Adding SHMatch to plan with existing traditional match funds

    By Cathy from Chicago,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  25. RTS, Report 1, ADP test

    By Cathy from Chicago,
    • 2 replies
    • 2.3k views

  26. QDRO Tax Question

    By Guest Jhagan,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  27. Ah, welcome!

    By Cathy from Chicago,
    • 0 replies
    • 1.9k views

  28. Freezing Money Purchase Plan for Self Employed

    By Guest mo,
    • 6 replies
    • 2k views
    • Guest
    • Guest

  29. Elimination of Life Insurance in Profit Sharing Plan

    By KJohnson,
    • 5 replies
    • 1.8k views

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

    By Guest KarenLS,
    • 1 reply
    • 1.6k views

  31. What do companies need to do to fulfill the requirement for submitting

    By Guest Wendy@dii,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By John A,
    • 0 replies
    • 3.2k views

  33. Partner in LLP wants to irrevocably elect out of qualified plan.

    By PJaeger,
    • 4 replies
    • 1.7k views

  34. Is a change to requiring one-year of marriage before death benefits wi

    By Guest RMM,
    • 2 replies
    • 1.4k views

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

    By Guest,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  36. Money Purchase Plan Contribution Deduction

    By eilano,
    • 2 replies
    • 1.9k views

  37. Has anyone used either of these resources?

    By John A,
    • 1 reply
    • 1.4k views

  38. Trade Association Profit Sharing Plan

    By richard,
    • 0 replies
    • 1.7k views

  39. Severance Pay Included or Excluded in different safe-harbor definition

    By John A,
    • 0 replies
    • 1.6k views

  40. Statute of Limitations on 415 violations?

    By Guest Charlie Miller,
    • 4 replies
    • 2k views

  41. eligibility question

    By thepensionmaven,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

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

    By Dave Baker,
    • 16 replies
    • 3.8k views

  43. Revenue Ruling 99-51

    By John A,
    • 1 reply
    • 1.6k views

  44. Prohibited Transactions

    By Scott,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

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

    By John A,
    • 0 replies
    • 1.4k views

  46. Amendment and Restatement of Plans for GUST - What's the going rate?

    By chris,
    • 4 replies
    • 1.7k views

  47. pre-retirement survivor annuity for MPP

    By Guest cculhane,
    • 2 replies
    • 1.6k views

  48. Any way to avoid top heavy minimum?

    By Lynn Campbell,
    • 6 replies
    • 2.1k views
    • Guest
    • Guest

  49. What is a "plan"?

    By Guest Jeff Moore,
    • 6 replies
    • 2.2k views

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

    By Dave Baker,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest
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