Retirement Plans in General

5,751 topics in this forum

1. Over-contributions / Forfeitures

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

2. How to Choose Best Retirement Plan for Small Business

   By Guest Deborah, June 2, 1999
   • 4 replies
   • 1.3k views
   • 
   • Larry M
   • June 4, 1999

3. 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

4. Master Trust

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

5. 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

6. 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

7. Trustee Issue

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

8. 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

9. Irrevocable election not to participate

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

10. Performance Reviews

    By Guest boetgerinc, May 21, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 21, 1999

11. Annuity Starting Date

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

12. rollovers/top heavy testing

    By Guest jdw, May 19, 1999
    • 5 replies
    • 4.7k views
    • 
    • 401 Chaos
    • April 6, 2015

13. Document Updates and Amendments

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

14. PLR's as Precedent?

    By Guest JD Colville, May 17, 1999
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • May 29, 1999

15. Irrevocable Waivers

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

16. Investment Options & Discrimination Rules

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

17. Amended Schedule C Effect on PST Contr.

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

18. Sole Prop Profit Sharing Limit

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

19. Setting up a Money Purchase Plan

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

20. Fee Study

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

21. Spousal Consent

    By Guest RS Vatalaro, May 6, 1999
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • May 26, 1999

22. Substantially Equal Payments - Multiple Plans

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

23. Multiple Plans for LLC's

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

24. Plan Loan

    By imchipbrown, May 5, 1999
    • 0 replies
    • 1.5k views
    • 
    • imchipbrown
    • May 5, 1999

25. QPSA in a Money Purchase Pension

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

26. Change in vesting schedule and affect on terminated participants

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

27. Merging two plans

    By Guest cascigm, April 30, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • May 2, 1999

28. Money Purchase Plan -- Min Contribution

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

29. Control-group/Non Control-group checklist?

    By Guest gpr, April 27, 1999
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • April 27, 1999

30. 5500 Question

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

31. Issues regarding lease employees

    By Guest Kellie Smith, April 27, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 2000

32. Plan Submission?

    By Guest Robert Lees, April 26, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 26, 1999

33. Plan sponsor out of business

    By Guest art, April 23, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 23, 1999

34. $100 Penalty Under ERISA 502(c)(1)(b)

    By Guest DrJekyll, April 23, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • April 23, 1999

35. Top Heavy Minimums and Excluded Classes of Employees

    By mwyatt, April 21, 1999
    • 3 replies
    • 2.9k views
    • 
    • mwyatt
    • December 20, 2001

36. Retirement Funds

    By Guest swaid, April 20, 1999
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • April 21, 1999

37. Locating Missing Participants

    By Guest Liz Mikkelson, April 20, 1999
    • 4 replies
    • 1.9k views
    • 
    • J. Bringhurst
    • November 21, 2000

38. USERRA for Voluntary Service?

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

39. P.S. 58 Costs

    By Guest Barney Byrd, April 18, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • April 18, 1999

40. Automated 5500 Processing

    By Guest Ken Newhouse, April 16, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 16, 1999

41. May a Money Purchase Plan Condition Contributions on an Employee Compl

    By Guest Edward McElroy, April 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • Chester
    • April 14, 1999

42. OK for profit sharing plan document to pay just half of participant's

    By Guest PALAWYER, April 14, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 15, 1999

43. Using death databases.

    By david rigby, April 10, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 10, 1999

44. Predecessor service with a foreign business

    By Guest haydenks, April 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 8, 1999

45. TEFRA 242(b)(2) Election

    By LCARUSI, April 7, 1999
    • 1 reply
    • 4.2k views
    • 
    • Guest
    • April 7, 1999

46. 5500 Schedule G

    By Guest Frank Jackson, April 6, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • April 6, 1999

47. Owner/participant to take 67% of plan assets as a 59 1/2 w/d.

    By Guest le190, April 6, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 23, 1999

48. ERISA Bond

    By Dan, April 5, 1999
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • November 1, 2002

49. Early withdrawal of benifits due to hardship

    By Guest DWest, April 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • April 4, 1999

50. Q about vesting computation period for short plan year 10/1/98 - 12/31

    By Guest Kelly R, April 3, 1999
    • 6 replies
    • 3.4k views
    • 
    • My 2 cents
    • May 30, 2017