Retirement Plans in General

5,771 topics in this forum

1. 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

2. TPA's References Trustar vs. ADP

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

3. Union members

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

4. use of compensation from prior employer

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

5. Freezing MPPP

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

6. 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

7. exclusion of seasonal employees

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

8. 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

9. 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

10. 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

11. Rollover of Dividend Pass-through

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

12. 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

13. GUST Restatements - Anyone know current status?

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

14. Unused Sick Leave as Plan Contribution

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

15. Completing Scedule Q

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

16. Loans in Keogh Plans

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

17. Money Purchase Plan Integrated Formula

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

18. calculating earnings on missed contribution

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

19. IRS phone number

    By Guest ksumner, August 18, 1999
    • 2 replies
    • 2.4k views
    • 
    • Dave Baker
    • February 9, 2001

20. 5500-EZ

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

21. Plans per administrator

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

22. 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

23. Coverage for Collectively Bargained

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

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

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

25. Forfeiture allocations to former employees

    By davef, August 10, 1999
    • 4 replies
    • 1.9k views
    • 
    • AndyH
    • December 28, 2000

26. UBTI- DOUBLE TAXATION

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

27. Instruction for ERISA Compliance

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

28. DOL Investigations

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

29. UBTI?

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

30. Profit Sharing Plans for Credit unions and CUSOs

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

31. Spousal consent needed from Alternate Payee?

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

32. prohibited transactions

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

33. Short Plan Year Implications

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

34. Seniority and Retirement Package Offers

    By Guest Cathy, July 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • KIP KRAUS
    • July 28, 1999

35. who gets the life??

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

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

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

37. QDRO early distribution penalty

    By Guest zimmer, July 26, 1999
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • July 27, 1999

38. Need to find software to help us write a benefits plan for a small bus

    By Guest smsdavis, July 22, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 22, 1999

39. 5500-C Item 26(l)and Mutual Fund Transactions

    By Guest wolfpack, July 21, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 21, 1999

40. Cutback of Accrued Benefit

    By Christine Roberts, July 20, 1999
    • 2 replies
    • 1.5k views
    • 
    • Christine Roberts
    • July 21, 1999

41. 204(h) Notice

    By chris, July 19, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • July 21, 1999

42. Freezing Money Purchase Pension Plan

    By chris, July 19, 1999
    • 1 reply
    • 2k views
    • 
    • Dowist
    • July 21, 1999

43. Violation of Exclusive Benefit Rule?

    By lkpittman, July 13, 1999
    • 5 replies
    • 2.6k views
    • 
    • lkpittman
    • July 19, 1999

44. Canadian Related Entity

    By Guest RS Vatalaro, July 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 14, 1999

45. Union Related Entity

    By Guest RS Vatalaro, July 13, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 14, 1999

46. Multiple Limitation Years - Application of 415 limit

    By richard, July 13, 1999
    • 0 replies
    • 1.6k views
    • 
    • richard
    • July 13, 1999

47. Restating to a Standardized Regional Prototype

    By Guest Thornton, July 9, 1999
    • 2 replies
    • 1.3k views
    • 
    • richard
    • July 27, 1999

48. 1999 Form 5500 Series

    By Alan Simpson, July 9, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 30, 1999

49. Partial Termination

    By Scott, July 8, 1999
    • 1 reply
    • 2.9k views
    • 
    • david rigby
    • July 9, 1999

50. ASG rules

    By Guest Crystal B Smith, June 30, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 30, 1999