Retirement Plans in General

5,751 topics in this forum

1. Amendment deadline for changing plan year

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

2. 415 limits for short initial plan year.

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

3. Laws on benefits for wholly owned subsidiaries

   By Guest Maggie Atwood, October 11, 1999
   • 2 replies
   • 5.1k views
   • 
   • Guest
   • October 13, 1999

4. 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

5. Summary Annual Report & Employee-Directed

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

6. Form 5500 - Valuing Insurance Policies

   By Guest rkaplan, October 6, 1999
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • October 14, 1999

7. Aggregation of fees/Prohibted Transactions

   By MoJo, October 5, 1999
   • 2 replies
   • 2.5k views
   • 
   • Dowist
   • October 12, 1999

8. 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

9. Combo SEP/MPPP For Small Employer

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

10. Estimated Indexed Limits for 2000?

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

11. 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

12. 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

13. 411(d)(6) - Ee Voluntary Contributions

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

14. Changing Normal Retirement Date

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

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

    By pbarrett, September 23, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 26, 1999

16. Change in Contributiion Formula--Money Purchase Plan

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

17. 70 1/2 Minimum Required Distributions

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

18. To revalue or not to revalue?

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

19. Management Company/Affiliated Service Group Rules

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 22, 1999

20. Rights and Features Disparity Question

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

21. Contolled group consequences

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

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

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

23. Transfer of Life Insurance into Plan

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

24. Affiliated Service Group-testing date

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

25. Compensation and Termination

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

26. Amendment of PSP for Quarterly Valuations

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

27. 2 Schedule C incomes

    By Guest ksumner, September 10, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 18, 1999

28. LLC "Compensation" Strategies

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

29. Target Plan Accruals

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

30. Money Purchase merge into Profit Sharing

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

31. MRD's- 98 Distribution received 9/99 - 1099 nightmare

    By Guest Laura Heinrich, September 8, 1999
    • 4 replies
    • 1.9k views
    • 
    • Alan Simpson
    • September 8, 1999

32. TPA's References Trustar vs. ADP

    By Guest Laura Heinrich, September 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 8, 1999

33. Union members

    By pbarrett, September 3, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 7, 1999

34. use of compensation from prior employer

    By EGB, September 2, 1999
    • 4 replies
    • 1.9k views
    • 
    • EGB
    • September 8, 1999

35. Freezing MPPP

    By chris, September 2, 1999
    • 2 replies
    • 1.7k views
    • 
    • Wessex
    • September 3, 1999

36. TRIGGERING EVENTS FOR ROLLOVERS? THAT IS THE QUESTION!!

    By jlf, August 30, 1999
    • 0 replies
    • 1.3k views
    • 
    • jlf
    • August 30, 1999

37. exclusion of seasonal employees

    By EGB, August 30, 1999
    • 1 reply
    • 1.7k views
    • 
    • M R Bernardin
    • August 31, 1999

38. A DL for volume submitter even pre-1999?

    By Guest DottleC, August 28, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 28, 1999

39. Is 5330 needed for amounts returned due to 415 limits?

    By Guest dlm, August 26, 1999
    • 2 replies
    • 2.6k views
    • 
    • Disco Stu
    • August 27, 1999

40. inflation linked increases to pension payments

    By Guest numeroiano, August 26, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 26, 1999

41. Rollover of Dividend Pass-through

    By MoJo, August 26, 1999
    • 0 replies
    • 1.6k views
    • 
    • MoJo
    • August 26, 1999

42. Money Purchase Plan Distributions

    By Guest Sara H, August 26, 1999
    • 1 reply
    • 2.6k views
    • 
    • Ervin Barham
    • August 27, 1999

43. GUST Restatements - Anyone know current status?

    By mwyatt, August 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • mwyatt
    • September 23, 1999

44. Unused Sick Leave as Plan Contribution

    By Christine Roberts, August 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • August 23, 1999

45. Completing Scedule Q

    By Guest djsimonetti, August 21, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 23, 1999

46. Loans in Keogh Plans

    By Guest Denise Prince, August 20, 1999
    • 3 replies
    • 2.6k views
    • 
    • Dave Baker
    • August 25, 1999

47. Money Purchase Plan Integrated Formula

    By eilano, August 19, 1999
    • 1 reply
    • 1.9k views
    • 
    • Ervin Barham
    • August 20, 1999

48. calculating earnings on missed contribution

    By Guest dlm, August 18, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 18, 1999

49. IRS phone number

    By Guest ksumner, August 18, 1999
    • 2 replies
    • 2.3k views
    • 
    • Dave Baker
    • February 9, 2001

50. 5500-EZ

    By Guest dlm, August 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 13, 1999