Retirement Plans in General

5,791 topics in this forum

1. 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

2. inflation linked increases to pension payments

   By Guest numeroiano, August 26, 1999
   • 0 replies
   • 1.4k views
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   • Guest
   • August 26, 1999

3. Rollover of Dividend Pass-through

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

4. Loans in Keogh Plans

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

5. Unused Sick Leave as Plan Contribution

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

6. Completing Scedule Q

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

7. Money Purchase Plan Integrated Formula

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

8. 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

9. calculating earnings on missed contribution

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

10. Plans per administrator

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

11. 5500-EZ

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

12. Substantiation guidelines under Rev Proc 93-42

    By Guest Stacey L Miller, August 12, 1999
    • 0 replies
    • 2.8k views
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    • Guest
    • August 12, 1999

13. Coverage for Collectively Bargained

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

14. DOL Investigations

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

15. UBTI- DOUBLE TAXATION

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

16. UBTI?

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

17. who gets the life??

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

18. Instruction for ERISA Compliance

    By Guest Robert Engle, August 6, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 6, 1999

19. 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

20. Spousal consent needed from Alternate Payee?

    By Lynn Campbell, July 30, 1999
    • 1 reply
    • 2.1k views
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    • david rigby
    • July 30, 1999

21. prohibited transactions

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

22. Short Plan Year Implications

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

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

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

24. 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

25. QDRO early distribution penalty

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

26. 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

27. davis bacon prevailing wage plan

    By Guest pensiondoc, September 25, 1998
    • 7 replies
    • 4.1k views
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    • Guest
    • July 27, 1999

28. 5500 for Multiple Employer (other)

    By Guest dbvail, January 12, 1999
    • 5 replies
    • 2.4k views
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    • Guest
    • July 26, 1999

29. 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

30. 5500-C Item 26(l)and Mutual Fund Transactions

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

31. Cutback of Accrued Benefit

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

32. 204(h) Notice

    By chris, July 19, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 21, 1999

33. Freezing Money Purchase Pension Plan

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

34. Violation of Exclusive Benefit Rule?

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

35. GUST - Amend or Restate?

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

36. Union Related Entity

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

37. Canadian Related Entity

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

38. Multiple Limitation Years - Application of 415 limit

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

39. Statutory Exclusions

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

40. Partial Termination

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

41. ASG rules

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

42. Share your experience.

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

43. When must plan be adopted?

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

44. vesting credit for prior (other) employment

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

45. MPP Contribution Deposit Deadline

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

46. 5500 vs. 5500c/r

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

47. 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

48. 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

49. Profit-Sharing Contribution

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

50. Corp. Trustee/Self-Trustee

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