Retirement Plans in General

5,771 topics in this forum

1. Benefits Provided By Builders

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

2. 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

3. 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

4. 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

5. Affiliated Group?

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

6. Retirement Plan Audits

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

7. 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

8. 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

9. Trust ID numbers

   By Guest Mike Kimball, October 22, 1999
   • 6 replies
   • 2k views
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   • Guest
   • December 14, 2001

10. 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

11. Governmental Plans

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

12. top heavy calculation

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

13. Controlled Group - Adoption Agreement

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

14. Eligibility cutoff point

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

15. Allowable Investments?

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

16. in-service distributions in MP Plan

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

17. 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

18. Defined Benefit vs. Defined Contribution - the armwrestling continues! 1 2 3

    By jlf, October 15, 1999
    • 113 replies
    • 32.2k views
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    • Guest
    • April 14, 2003

19. 177A pension plans

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

20. Form 5500

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

21. Amendment deadline for changing plan year

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

22. 415 limits for short initial plan year.

    By Jeff Kirtner, October 11, 1999
    • 6 replies
    • 7.7k views
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    • Richard Anderson
    • March 1, 2001

23. Laws on benefits for wholly owned subsidiaries

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

24. 5500 New Employer added to a Multiple Employer Plan

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

25. Summary Annual Report & Employee-Directed

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

26. Form 5500 - Valuing Insurance Policies

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

27. Aggregation of fees/Prohibted Transactions

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

28. Deadline for Determination Letter Request for Amended Plan

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

29. 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

30. Estimated Indexed Limits for 2000?

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

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

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

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

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

33. 411(d)(6) - Ee Voluntary Contributions

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

34. Changing Normal Retirement Date

    By Guest ksumner, September 24, 1999
    • 4 replies
    • 3k views
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    • david rigby
    • September 25, 1999

35. Form 5500 Question 22a, b, & c

    By pbarrett, September 23, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • September 26, 1999

36. Change in Contributiion Formula--Money Purchase Plan

    By KJohnson, September 22, 1999
    • 0 replies
    • 1.7k views
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    • KJohnson
    • September 22, 1999

37. 70 1/2 Minimum Required Distributions

    By Guest klc, September 21, 1999
    • 1 reply
    • 1.3k views
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    • Kathy
    • September 22, 1999

38. To revalue or not to revalue?

    By John A, September 21, 1999
    • 5 replies
    • 1.7k views
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    • richard
    • September 24, 1999

39. Management Company/Affiliated Service Group Rules

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • September 22, 1999

40. Rights and Features Disparity Question

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 2 replies
    • 1.7k views
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    • Guest
    • September 21, 1999

41. Contolled group consequences

    By Guest djsimonetti, September 17, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • September 18, 1999

42. Use of service with a foreign affiliate w/ offset

    By Guest Cal, September 15, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • September 15, 1999

43. Transfer of Life Insurance into Plan

    By Guest, September 14, 1999
    • 3 replies
    • 1.9k views
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    • Guest
    • September 15, 1999

44. Affiliated Service Group-testing date

    By Guest dlm, September 13, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • September 13, 1999

45. Compensation and Termination

    By imchipbrown, September 13, 1999
    • 0 replies
    • 1.3k views
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    • imchipbrown
    • September 13, 1999

46. Amendment of PSP for Quarterly Valuations

    By chris, September 10, 1999
    • 0 replies
    • 1.3k views
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    • chris
    • September 10, 1999

47. 2 Schedule C incomes

    By Guest ksumner, September 10, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • September 18, 1999

48. LLC "Compensation" Strategies

    By Christine Roberts, September 10, 1999
    • 0 replies
    • 1.3k views
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    • Christine Roberts
    • September 10, 1999

49. Target Plan Accruals

    By Guest, September 9, 1999
    • 1 reply
    • 1.4k views
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    • imchipbrown
    • September 13, 1999

50. Money Purchase merge into Profit Sharing

    By Guest DavidB, September 9, 1999
    • 1 reply
    • 1.5k views
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    • davef
    • September 9, 1999