Retirement Plans in General

5,768 topics in this forum

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

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

2. Changing Normal Retirement Date

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

3. 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

4. GUST Restatements - Anyone know current status?

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

5. 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

6. 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

7. 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

8. 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

9. Contolled group consequences

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

10. 2 Schedule C incomes

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

11. Transfer of Life Insurance into Plan

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

12. 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

13. Affiliated Service Group-testing date

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

14. Target Plan Accruals

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

15. Compensation and Termination

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

16. Amendment of PSP for Quarterly Valuations

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

17. LLC "Compensation" Strategies

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

18. 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

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

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

20. use of compensation from prior employer

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

21. TPA's References Trustar vs. ADP

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

22. Union members

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

23. Freezing MPPP

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

24. exclusion of seasonal employees

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

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

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

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

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

27. Money Purchase Plan Distributions

    By Guest Sara H, August 26, 1999
    • 1 reply
    • 2.7k views
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    • Ervin Barham
    • August 27, 1999

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

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

29. inflation linked increases to pension payments

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

30. Rollover of Dividend Pass-through

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

31. Loans in Keogh Plans

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

32. Unused Sick Leave as Plan Contribution

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

33. Completing Scedule Q

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

34. Money Purchase Plan Integrated Formula

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

35. Required Audit for Form 5500: 80-to-120 Rule

    By Guest wwest, August 10, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • August 19, 1999

36. calculating earnings on missed contribution

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

37. Plans per administrator

    By Guest Jhagan, August 12, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 17, 1999

38. 5500-EZ

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

39. Substantiation guidelines under Rev Proc 93-42

    By Guest Stacey L Miller, August 12, 1999
    • 0 replies
    • 2.7k views
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    • Guest
    • August 12, 1999

40. Coverage for Collectively Bargained

    By Guest mo, August 11, 1999
    • 0 replies
    • 1.3k views
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    • Guest
    • August 11, 1999

41. DOL Investigations

    By Lynn Campbell, August 5, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 9, 1999

42. UBTI- DOUBLE TAXATION

    By Guest AFRICA, August 8, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • August 8, 1999

43. UBTI?

    By Guest Jim Brennan, August 4, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 8, 1999

44. who gets the life??

    By Guest pensiondoc, July 28, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 6, 1999

45. Instruction for ERISA Compliance

    By Guest Robert Engle, August 6, 1999
    • 2 replies
    • 2k views
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    • Guest
    • August 6, 1999

46. Profit Sharing Plans for Credit unions and CUSOs

    By Guest ksumner, August 4, 1999
    • 1 reply
    • 1.6k views
    • 
    • davef
    • August 5, 1999

47. Spousal consent needed from Alternate Payee?

    By Lynn Campbell, July 30, 1999
    • 1 reply
    • 2k views
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    • david rigby
    • July 30, 1999

48. prohibited transactions

    By Guest scr, July 30, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • July 30, 1999

49. Short Plan Year Implications

    By Guest JF, July 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 29, 1999

50. Anti-Cutback Rule re: plan with last day requirement

    By Spencer, July 27, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 28, 1999