Retirement Plans in General

5,839 topics in this forum

1. Governmental Plans

   By Guest slt, October 20, 1999
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • October 22, 1999

2. Controlled Group - Adoption Agreement

   By Guest boetgerinc, October 19, 1999
   • 9 replies
   • 3k views
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   • Guest
   • October 21, 1999

3. Court mandated Defined Benefit to Defined Contribution Conversion

   By jlf, October 15, 1999
   • 1 reply
   • 2.4k views
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   • jlf
   • October 21, 1999

4. Accept R/O from Term'd Ee?

   By Guest Crystal, October 20, 1999
   • 4 replies
   • 1.7k views
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   • Guest
   • October 21, 1999

5. top heavy calculation

   By eilano, October 19, 1999
   • 1 reply
   • 2.9k views
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   • John A
   • October 20, 1999

6. Eligibility cutoff point

   By John A, October 19, 1999
   • 4 replies
   • 2.2k views
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   • John A
   • October 20, 1999

7. Summary Annual Report & Employee-Directed

   By Lynn Campbell, October 6, 1999
   • 2 replies
   • 1.5k views
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   • richard
   • October 19, 1999

8. Combo SEP/MPPP For Small Employer

   By Guest RS Vatalaro, October 4, 1999
   • 1 reply
   • 1.8k views
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   • Guest
   • October 18, 1999

9. in-service distributions in MP Plan

   By EGB, October 18, 1999
   • 0 replies
   • 1.5k views
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   • EGB
   • October 18, 1999

10. Form 5500 - Valuing Insurance Policies

    By Guest rkaplan, October 6, 1999
    • 4 replies
    • 2.2k views
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    • Guest
    • October 14, 1999

11. 177A pension plans

    By Guest ak, October 13, 1999
    • 0 replies
    • 1.6k views
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    • Guest
    • October 13, 1999

12. Laws on benefits for wholly owned subsidiaries

    By Guest Maggie Atwood, October 11, 1999
    • 2 replies
    • 5.7k views
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    • Guest
    • October 13, 1999

13. Form 5500

    By Guest ak, October 13, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • October 13, 1999

14. Amendment deadline for changing plan year

    By John A, October 12, 1999
    • 2 replies
    • 2.7k views
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    • Guest
    • October 12, 1999

15. Aggregation of fees/Prohibted Transactions

    By MoJo, October 5, 1999
    • 2 replies
    • 2.9k views
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    • Dowist
    • October 12, 1999

16. 5500 New Employer added to a Multiple Employer Plan

    By Guest Frank Jackson, October 7, 1999
    • 1 reply
    • 1.8k views
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    • Guest
    • October 8, 1999

17. Deadline for Determination Letter Request for Amended Plan

    By Guest wwest, October 4, 1999
    • 5 replies
    • 2.3k views
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    • Kirk Maldonado
    • October 5, 1999

18. Eligiblity & Vesting in a short plan year

    By Guest siegek, March 6, 1999
    • 12 replies
    • 12.3k views
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    • Dowist
    • October 1, 1999

19. Estimated Indexed Limits for 2000?

    By Alf, September 30, 1999
    • 0 replies
    • 1.6k views
    • 
    • Alf
    • September 30, 1999

20. Differing opinion on Q about vesting computation period for short plan

    By John A, September 28, 1999
    • 2 replies
    • 2.7k views
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    • John A
    • September 28, 1999

21. Any requirement to change vesting period when plan year changes

    By John A, September 28, 1999
    • 0 replies
    • 1.7k views
    • 
    • John A
    • September 28, 1999

22. 411(d)(6) - Ee Voluntary Contributions

    By lkpittman, September 27, 1999
    • 1 reply
    • 1.8k views
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    • lkpittman
    • September 27, 1999

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

    By pbarrett, September 23, 1999
    • 2 replies
    • 1.8k views
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    • Guest
    • September 26, 1999

24. Changing Normal Retirement Date

    By Guest ksumner, September 24, 1999
    • 4 replies
    • 3.5k views
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    • david rigby
    • September 25, 1999

25. To revalue or not to revalue?

    By John A, September 21, 1999
    • 5 replies
    • 2k views
    • 
    • richard
    • September 24, 1999

26. GUST Restatements - Anyone know current status?

    By mwyatt, August 25, 1999
    • 3 replies
    • 1.8k views
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    • mwyatt
    • September 23, 1999

27. Change in Contributiion Formula--Money Purchase Plan

    By KJohnson, September 22, 1999
    • 0 replies
    • 1.9k views
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    • KJohnson
    • September 22, 1999

28. Management Company/Affiliated Service Group Rules

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 22, 1999

29. 70 1/2 Minimum Required Distributions

    By Guest klc, September 21, 1999
    • 1 reply
    • 1.5k views
    • 
    • Kathy
    • September 22, 1999

30. Rights and Features Disparity Question

    By Guest Michael J. Sievert, CFP, September 20, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • September 21, 1999

31. Contolled group consequences

    By Guest djsimonetti, September 17, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 18, 1999

32. 2 Schedule C incomes

    By Guest ksumner, September 10, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • September 18, 1999

33. Transfer of Life Insurance into Plan

    By Guest, September 14, 1999
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 15, 1999

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

    By Guest Cal, September 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 15, 1999

35. Affiliated Service Group-testing date

    By Guest dlm, September 13, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • September 13, 1999

36. Target Plan Accruals

    By Guest, September 9, 1999
    • 1 reply
    • 1.7k views
    • 
    • imchipbrown
    • September 13, 1999

37. Compensation and Termination

    By imchipbrown, September 13, 1999
    • 0 replies
    • 1.6k views
    • 
    • imchipbrown
    • September 13, 1999

38. Amendment of PSP for Quarterly Valuations

    By chris, September 10, 1999
    • 0 replies
    • 1.5k views
    • 
    • chris
    • September 10, 1999

39. LLC "Compensation" Strategies

    By Christine Roberts, September 10, 1999
    • 0 replies
    • 1.6k views
    • 
    • Christine Roberts
    • September 10, 1999

40. Money Purchase merge into Profit Sharing

    By Guest DavidB, September 9, 1999
    • 1 reply
    • 1.8k views
    • 
    • davef
    • September 9, 1999

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

    By Guest Laura Heinrich, September 8, 1999
    • 4 replies
    • 2.1k views
    • 
    • Alan Simpson
    • September 8, 1999

42. use of compensation from prior employer

    By EGB, September 2, 1999
    • 4 replies
    • 2.2k views
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    • EGB
    • September 8, 1999

43. TPA's References Trustar vs. ADP

    By Guest Laura Heinrich, September 8, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 8, 1999

44. Union members

    By pbarrett, September 3, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 7, 1999

45. Freezing MPPP

    By chris, September 2, 1999
    • 2 replies
    • 1.8k views
    • 
    • Wessex
    • September 3, 1999

46. exclusion of seasonal employees

    By EGB, August 30, 1999
    • 1 reply
    • 2k views
    • 
    • M R Bernardin
    • August 31, 1999

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

    By jlf, August 30, 1999
    • 0 replies
    • 1.5k views
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    • jlf
    • August 30, 1999

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

    By Guest DottleC, August 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 28, 1999

49. Money Purchase Plan Distributions

    By Guest Sara H, August 26, 1999
    • 1 reply
    • 2.9k views
    • 
    • Ervin Barham
    • August 27, 1999

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

    By Guest dlm, August 26, 1999
    • 2 replies
    • 2.8k views
    • 
    • Disco Stu
    • August 27, 1999