Retirement Plans in General

5,781 topics in this forum

1. 204(h) Notice

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

2. Freezing Money Purchase Pension Plan

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

3. Violation of Exclusive Benefit Rule?

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

4. Canadian Related Entity

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

5. Union Related Entity

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

6. Multiple Limitation Years - Application of 415 limit

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

7. 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

8. 1999 Form 5500 Series

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

9. Partial Termination

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

10. ASG rules

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

11. Statutory Exclusions

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

12. GUST - Amend or Restate?

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

13. Share your experience.

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

14. When must plan be adopted?

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

15. MPP Contribution Deposit Deadline

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

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

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

17. vesting credit for prior (other) employment

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

18. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • June 18, 1999

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

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

20. Corp. Trustee/Self-Trustee

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

21. Correcting 15% non-deductible contributions

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

22. Profit-Sharing Contribution

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

23. 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
    • 
    • Wessex
    • June 17, 1999

24. 5500 vs. 5500c/r

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

25. Single Trust for Multiple Plans??

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

26. Under funded retirement plans -- No death benefit

    By Guest Insuror, June 8, 1999
    • 2 replies
    • 1.5k views
    • 
    • Larry M
    • June 9, 1999

27. Design-Based Safe Harbor?

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

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

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

29. nonqualified money in a qualified plan

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

30. Forfeitures cause excess 415 limit?

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

31. Over-contributions / Forfeitures

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

32. How to Choose Best Retirement Plan for Small Business

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

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

    By Guest JIM Burke, June 1, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 10, 1999

34. Master Trust

    By Guest genfre, May 29, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 29, 1999

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

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

36. 25% IRC 404 limit for combo MPPP/PS Plan

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

37. Trustee Issue

    By Guest light, May 26, 1999
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • May 27, 1999

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

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

39. Irrevocable election not to participate

    By Guest Brad Brewer, May 21, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 21, 1999

40. Performance Reviews

    By Guest boetgerinc, May 21, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • May 21, 1999

41. Annuity Starting Date

    By chris, May 20, 1999
    • 1 reply
    • 1.6k views
    • 
    • david shipp
    • May 20, 1999

42. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 5 replies
    • 4.8k views
    • 
    • 401 Chaos
    • April 6, 2015

43. Document Updates and Amendments

    By Guest DennisT, May 19, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 19, 1999

44. PLR's as Precedent?

    By Guest JD Colville, May 17, 1999
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • May 29, 1999

45. Irrevocable Waivers

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

46. Investment Options & Discrimination Rules

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

47. Amended Schedule C Effect on PST Contr.

    By Guest K Thompson, May 11, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 11, 1999

48. Sole Prop Profit Sharing Limit

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

49. Setting up a Money Purchase Plan

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

50. Fee Study

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