Retirement Plans in General

5,751 topics in this forum

1. ASG rules

   By Guest Crystal B Smith, June 30, 1999
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   • Guest
   • June 30, 1999

2. Share your experience.

   By Guest creative1, June 24, 1999
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   • Guest
   • June 24, 1999

3. When must plan be adopted?

   By Guest LJS, June 22, 1999
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   • Guest
   • June 23, 1999

4. vesting credit for prior (other) employment

   By Guest jreeger, June 18, 1999
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   • Guest
   • June 23, 1999

5. MPP Contribution Deposit Deadline

   By Guest dlm, June 21, 1999
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   • Guest
   • June 22, 1999

6. 5500 vs. 5500c/r

   By Guest cascigm, June 11, 1999
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   • Spencer
   • June 20, 1999

7. 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

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

   By Guest PLHart, June 18, 1999
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   • Guest
   • June 18, 1999

9. Profit-Sharing Contribution

   By imchipbrown, June 14, 1999
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   • Dave Baker
   • June 18, 1999

10. Corp. Trustee/Self-Trustee

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

11. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
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    • Dave Baker
    • June 18, 1999

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

    By Guest WBrown, June 14, 1999
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    • Wessex
    • June 17, 1999

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

    By Guest S Terrill, June 17, 1999
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    • Guest
    • June 17, 1999

14. Correcting 15% non-deductible contributions

    By Guest William Lehman, June 15, 1999
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    • Guest
    • June 15, 1999

15. Top-heavy question originally posted by EScott 1/24/99 - one plan in '

    By Dave Baker, February 9, 1999
    • 3 replies
    • 1.9k views
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    • Kathy
    • June 15, 1999

16. How do you monitor if pension recipients are alive of deceased?

    By Guest JIM Burke, June 1, 1999
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    • Guest
    • June 10, 1999

17. Design-Based Safe Harbor?

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

18. Single Trust for Multiple Plans??

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

19. 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

20. USERRA for Voluntary Service?

    By Christine Roberts, April 20, 1999
    • 1 reply
    • 1.5k views
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    • Guest
    • June 8, 1999

21. nonqualified money in a qualified plan

    By Guest jrose, June 7, 1999
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    • Guest
    • June 7, 1999

22. Over-contributions / Forfeitures

    By Guest Jhagan, June 3, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • June 5, 1999

23. Forfeitures cause excess 415 limit?

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

24. How to Choose Best Retirement Plan for Small Business

    By Guest Deborah, June 2, 1999
    • 4 replies
    • 1.4k views
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    • Larry M
    • June 4, 1999

25. PLR's as Precedent?

    By Guest JD Colville, May 17, 1999
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    • Guest
    • May 29, 1999

26. Master Trust

    By Guest genfre, May 29, 1999
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    • Guest
    • May 29, 1999

27. Retirement Plans for employees who retire before age 65?

    By Guest Barb, May 28, 1999
    • 2 replies
    • 1.4k views
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    • Larry M
    • May 29, 1999

28. 25% IRC 404 limit for combo MPPP/PS Plan

    By Guest RS Vatalaro, May 27, 1999
    • 1 reply
    • 1.9k views
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    • Kathy
    • May 27, 1999

29. Trustee Issue

    By Guest light, May 26, 1999
    • 3 replies
    • 1.4k views
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    • david rigby
    • May 27, 1999

30. 15 day benefit freeze notice

    By richard, December 30, 1998
    • 4 replies
    • 2k views
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    • Guest
    • May 27, 1999

31. Spousal Consent

    By Guest RS Vatalaro, May 6, 1999
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    • Guest
    • May 26, 1999

32. When can (or should) the plan sponsor make benefit payments?

    By richard, May 26, 1999
    • 1 reply
    • 1.4k views
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    • M R Bernardin
    • May 26, 1999

33. Irrevocable election not to participate

    By Guest Brad Brewer, May 21, 1999
    • 0 replies
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    • Guest
    • May 21, 1999

34. Performance Reviews

    By Guest boetgerinc, May 21, 1999
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    • Guest
    • May 21, 1999

35. Client missed corp tax filing deadline -- Oops!

    By richard, March 31, 1999
    • 6 replies
    • 2.3k views
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    • Guest
    • May 21, 1999

36. Annuity Starting Date

    By chris, May 20, 1999
    • 1 reply
    • 1.5k views
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    • david shipp
    • May 20, 1999

37. Document Updates and Amendments

    By Guest DennisT, May 19, 1999
    • 1 reply
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    • Guest
    • May 19, 1999

38. Fee Study

    By Guest Jhagan, May 6, 1999
    • 1 reply
    • 1.4k views
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    • Lorraine Dorsa
    • May 17, 1999

39. Multiple Plans for LLC's

    By Guest Thornton, May 5, 1999
    • 10 replies
    • 1.8k views
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    • Guest
    • May 15, 1999

40. Irrevocable Waivers

    By Guest acathcart, May 13, 1999
    • 1 reply
    • 2.5k views
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    • M R Bernardin
    • May 14, 1999

41. Investment Options & Discrimination Rules

    By Guest cngriffin, May 12, 1999
    • 1 reply
    • 1.9k views
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    • mwyatt
    • May 13, 1999

42. Sole Prop Profit Sharing Limit

    By richard, May 8, 1999
    • 3 replies
    • 1.9k views
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    • Gary Lesser
    • May 13, 1999

43. Amended Schedule C Effect on PST Contr.

    By Guest K Thompson, May 11, 1999
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    • Guest
    • May 11, 1999

44. Prototype documents

    By Guest TortoraG, March 30, 1999
    • 3 replies
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    • kboyce
    • May 10, 1999

45. Setting up a Money Purchase Plan

    By Guest localname, May 7, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • May 7, 1999

46. Change in vesting schedule and affect on terminated participants

    By Guest dlm, May 4, 1999
    • 4 replies
    • 2.9k views
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    • imchipbrown
    • May 7, 1999

47. Substantially Equal Payments - Multiple Plans

    By Guest Kyle Stratton, May 5, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • May 5, 1999

48. Money Purchase Plan -- Min Contribution

    By Alan Simpson, April 28, 1999
    • 8 replies
    • 1.7k views
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    • imchipbrown
    • May 5, 1999

49. QPSA in a Money Purchase Pension

    By Guest gaham, May 5, 1999
    • 1 reply
    • 1.9k views
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    • imchipbrown
    • May 5, 1999

50. 5500 Question

    By Guest Frank Jackson, April 27, 1999
    • 1 reply
    • 1.4k views
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    • imchipbrown
    • May 5, 1999