Retirement Plans in General

5,751 topics in this forum

1. Plans per administrator

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

2. 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

3. Coverage for Collectively Bargained

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

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

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

5. Forfeiture allocations to former employees

   By davef, August 10, 1999
   • 4 replies
   • 1.8k views
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   • AndyH
   • December 28, 2000

6. UBTI- DOUBLE TAXATION

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

7. Instruction for ERISA Compliance

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

8. DOL Investigations

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

9. UBTI?

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

10. Profit Sharing Plans for Credit unions and CUSOs

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

11. 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

12. prohibited transactions

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

13. Short Plan Year Implications

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

14. Seniority and Retirement Package Offers

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

15. who gets the life??

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

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

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

17. QDRO early distribution penalty

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

18. 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
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    • Guest
    • July 22, 1999

19. 5500-C Item 26(l)and Mutual Fund Transactions

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

20. Cutback of Accrued Benefit

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

21. 204(h) Notice

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

22. Freezing Money Purchase Pension Plan

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

23. Violation of Exclusive Benefit Rule?

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

24. Canadian Related Entity

    By Guest RS Vatalaro, July 13, 1999
    • 2 replies
    • 1.4k views
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    • Guest
    • July 14, 1999

25. Union Related Entity

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

26. Multiple Limitation Years - Application of 415 limit

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

27. Restating to a Standardized Regional Prototype

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

28. 1999 Form 5500 Series

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

29. Partial Termination

    By Scott, July 8, 1999
    • 1 reply
    • 2.8k views
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    • david rigby
    • July 9, 1999

30. ASG rules

    By Guest Crystal B Smith, June 30, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • June 30, 1999

31. Statutory Exclusions

    By Guest RS Vatalaro, June 30, 1999
    • 2 replies
    • 2.1k views
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    • Kirk Maldonado
    • July 12, 1999

32. GUST - Amend or Restate?

    By Guest Clark, June 29, 1999
    • 4 replies
    • 1.5k views
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    • chris
    • July 16, 1999

33. Share your experience.

    By Guest creative1, June 24, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • June 24, 1999

34. When must plan be adopted?

    By Guest LJS, June 22, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 23, 1999

35. MPP Contribution Deposit Deadline

    By Guest dlm, June 21, 1999
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • June 22, 1999

36. Small Business has not filed 5500 for five years - What should they do

    By Guest PLHart, June 18, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • June 18, 1999

37. vesting credit for prior (other) employment

    By Guest jreeger, June 18, 1999
    • 2 replies
    • 1.8k views
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    • Guest
    • June 23, 1999

38. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
    • 1 reply
    • 1.4k views
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    • Dave Baker
    • June 18, 1999

39. USERRA - Accrual of Benefits for individuals who spend more than 5 yea

    By Guest S Terrill, June 17, 1999
    • 0 replies
    • 1.4k views
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    • Guest
    • June 17, 1999

40. Corp. Trustee/Self-Trustee

    By Christine Roberts, June 17, 1999
    • 1 reply
    • 1.5k views
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    • Dave Baker
    • June 18, 1999

41. Correcting 15% non-deductible contributions

    By Guest William Lehman, June 15, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • June 15, 1999

42. Profit-Sharing Contribution

    By imchipbrown, June 14, 1999
    • 2 replies
    • 1.7k views
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    • Dave Baker
    • June 18, 1999

43. Permitted Disparity used in the general test of 401(a)(4) for a DC pla

    By Guest WBrown, June 14, 1999
    • 3 replies
    • 3.3k views
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    • Wessex
    • June 17, 1999

44. 5500 vs. 5500c/r

    By Guest cascigm, June 11, 1999
    • 1 reply
    • 1.4k views
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    • Spencer
    • June 20, 1999

45. Single Trust for Multiple Plans??

    By Guest halka, June 8, 1999
    • 1 reply
    • 2k views
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    • Ervin Barham
    • June 9, 1999

46. Under funded retirement plans -- No death benefit

    By Guest Insuror, June 8, 1999
    • 2 replies
    • 1.4k views
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    • Larry M
    • June 9, 1999

47. Design-Based Safe Harbor?

    By lkpittman, June 8, 1999
    • 4 replies
    • 2.5k views
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    • lkpittman
    • June 10, 1999

48. Effect of 401(k) Deferrals on 404 15% Limit

    By chris, June 7, 1999
    • 7 replies
    • 2k views
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    • Tom Poje
    • June 18, 1999

49. nonqualified money in a qualified plan

    By Guest jrose, June 7, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 7, 1999

50. Forfeitures cause excess 415 limit?

    By Guest RICHEZ, June 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • Larry M
    • June 5, 1999