Retirement Plans in General

5,848 topics in this forum

1. Money Purchase post-tax employee contributions

   By Guest Kathleen Toth, April 12, 2000
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • April 13, 2000

2. How do you correct filing duplicate 1099-Rs?

   By John A, March 31, 2000
   • 2 replies
   • 2.5k views
   • 
   • John A
   • April 11, 2000

3. Phone number or address to obtain a new copy of lost favorable determi

   By John A, April 3, 2000
   • 1 reply
   • 1.5k views
   • 
   • Alf
   • April 4, 2000

4. Is a distribution that was made within the last 5 years to an employee

   By John A, March 31, 2000
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • April 1, 2000

5. RESOURCE FOR INFORMATION ON AVG PLAN EARNINGS

   By Guest KATHY TONEY, March 29, 2000
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • March 31, 2000

6. Money Purchase Formula -> 100% of 401(k) Plan contributions?

   By KJohnson, March 29, 2000
   • 8 replies
   • 3.8k views
   • 
   • KJohnson
   • March 30, 2000

7. Pension Plan Compliance with the Department of Labor

   By Guest Dennis Martin, March 28, 2000
   • 1 reply
   • 1.6k views
   • 
   • Alan Simpson
   • March 29, 2000

8. Top heavy determination for short plan year

   By Guest mo, March 29, 2000
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • March 29, 2000

9. Hours for "other than performance of duties" counted for all

   By Alonzo, March 28, 2000
   • 1 reply
   • 2.1k views
   • 
   • John A
   • March 28, 2000

10. mutual fund interfaces

    By Earl, March 28, 2000
    • 1 reply
    • 2k views
    • 
    • Cathy from Chicago
    • March 28, 2000

11. Discretionary PS contribution allocated but not made. What are options

    By Guest Doreen Barrett, March 27, 2000
    • 1 reply
    • 2k views
    • 
    • John A
    • March 27, 2000

12. Missing 5500 Forms - waiver of penalty - what is IRS typical response?

    By Lynn Campbell, March 25, 2000
    • 1 reply
    • 2.1k views
    • 
    • Kirk Maldonado
    • March 26, 2000

13. Benefit levels for non-union, hourly EEs

    By Guest GregSelf, March 23, 2000
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • March 24, 2000

14. Commonly asked questions

    By Guest Parker, March 21, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2000

15. Does including otherwise excludable employees require a plan amendment

    By John A, March 20, 2000
    • 0 replies
    • 1.6k views
    • 
    • John A
    • March 20, 2000

16. Franchise and effects

    By Guest fusiuser, March 20, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 20, 2000

17. Plan provision re disregard of service for vesting purposes

    By chris, March 15, 2000
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • March 20, 2000

18. How to Increase employee participation in 401-k plan

    By Guest Louis Gray, February 20, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • March 17, 2000

19. How does one find out the identity of the applicant in a private lette

    By Guest LMalone, March 16, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 16, 2000

20. Can a depletion of assets cause a partial termination?

    By John A, March 15, 2000
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 16, 2000

21. Remedial Amendment Period

    By Guest Robert F. Elgidely, March 15, 2000
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2000

22. What to do with missing participants - California style. (Does Califor

    By John A, March 15, 2000
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • March 15, 2000

23. Cost of Setting Up Profit Sharing Plan

    By chris, February 21, 2000
    • 6 replies
    • 2k views
    • 
    • richard
    • March 15, 2000

24. Termination of an Abandoned Plan by a third-party bank as custodian???

    By Guest RMM, March 9, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 14, 2000

25. Pre-ERISA service issue

    By chris, March 14, 2000
    • 0 replies
    • 1.8k views
    • 
    • chris
    • March 14, 2000

26. What is DOL form EBS-1

    By Guest Fishchick, March 14, 2000
    • 2 replies
    • 4.3k views
    • 
    • Kirk Maldonado
    • March 14, 2000

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

    By Guest tcunagin, March 10, 2000
    • 3 replies
    • 2.3k views
    • 
    • Dave Baker
    • March 13, 2000

28. Document requirements when partnership incorporates

    By SMB, February 24, 2000
    • 3 replies
    • 1.8k views
    • 
    • richard
    • March 13, 2000

29. Northwestern Mutual Prototype Plan

    By chris, March 1, 2000
    • 1 reply
    • 1.9k views
    • 
    • thepensionmaven
    • March 12, 2000

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

    By Guest, March 10, 2000
    • 2 replies
    • 1.7k views
    • 
    • Disco Stu
    • March 10, 2000

31. Manulife or Hartford Interface

    By Guest TrustMe401k, March 9, 2000
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • March 9, 2000

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

    By John A, February 28, 2000
    • 3 replies
    • 2.2k views
    • 
    • Dowist
    • March 8, 2000

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

    By SMB, March 2, 2000
    • 1 reply
    • 1.6k views
    • 
    • davef
    • March 3, 2000

34. Trustee Liability

    By Guest wwest, February 28, 2000
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • February 29, 2000

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

    By Guest lawallach, February 20, 2000
    • 1 reply
    • 2.8k views
    • 
    • Guest
    • February 29, 2000

36. Real Estate Transaction

    By eilano, February 28, 2000
    • 0 replies
    • 1.5k views
    • 
    • eilano
    • February 28, 2000

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

    By John A, February 22, 2000
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 23, 2000

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

    By KJohnson, February 22, 2000
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • February 23, 2000

39. Cancel print jobs

    By Cathy from Chicago, February 22, 2000
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 22, 2000

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

    By Guest Louis Gray, February 20, 2000
    • 1 reply
    • 1.8k views
    • 
    • Lorraine Dorsa
    • February 21, 2000

41. increase in max contribution....

    By Guest, February 21, 2000
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 21, 2000

42. Early Retirement Window

    By Guest Blake Fritz, February 18, 2000
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 18, 2000

43. Demutualization

    By Guest wwest, January 28, 2000
    • 3 replies
    • 2.1k views
    • 
    • JWK
    • February 14, 2000

44. Directed TTEE vs. Named Fiduciary

    By Guest Ephesian431, February 3, 2000
    • 1 reply
    • 3.9k views
    • 
    • Guest
    • February 9, 2000

45. Where are New 5500 Forms?

    By Chester, December 21, 1999
    • 20 replies
    • 3.4k views
    • 
    • Dave Baker
    • February 8, 2000

46. Issues regarding lease employees

    By Guest Kellie Smith, April 27, 1999
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 4, 2000

47. PS plan sponsorship statistics

    By Guest TrustMe401k, February 2, 2000
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 2, 2000

48. Adding SHMatch to plan with existing traditional match funds

    By Cathy from Chicago, January 27, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • January 27, 2000

49. RTS, Report 1, ADP test

    By Cathy from Chicago, January 25, 2000
    • 2 replies
    • 2.4k views
    • 
    • Cathy from Chicago
    • January 26, 2000

50. QDRO Tax Question

    By Guest Jhagan, January 25, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 26, 2000