Retirement Plans in General

5,791 topics in this forum

1. Required Minimum Distributions

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

2. 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
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   • Wessex
   • June 17, 1999

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

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

4. Correcting 15% non-deductible contributions

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

5. 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

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

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

7. Design-Based Safe Harbor?

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

8. Single Trust for Multiple Plans??

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

9. Under funded retirement plans -- No death benefit

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

10. USERRA for Voluntary Service?

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

11. nonqualified money in a qualified plan

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

12. Over-contributions / Forfeitures

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

13. Forfeitures cause excess 415 limit?

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

14. 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

15. PLR's as Precedent?

    By Guest JD Colville, May 17, 1999
    • 2 replies
    • 2.7k views
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    • Guest
    • May 29, 1999

16. Master Trust

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

17. 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

18. 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

19. Trustee Issue

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

20. 15 day benefit freeze notice

    By richard, December 30, 1998
    • 4 replies
    • 2.1k views
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    • Guest
    • May 27, 1999

21. Spousal Consent

    By Guest RS Vatalaro, May 6, 1999
    • 3 replies
    • 2.8k views
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    • Guest
    • May 26, 1999

22. 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

23. 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

24. Performance Reviews

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

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

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

26. Annuity Starting Date

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

27. Document Updates and Amendments

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

28. Fee Study

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

29. Multiple Plans for LLC's

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

30. Irrevocable Waivers

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

31. Investment Options & Discrimination Rules

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

32. Sole Prop Profit Sharing Limit

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

33. Amended Schedule C Effect on PST Contr.

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

34. Prototype documents

    By Guest TortoraG, March 30, 1999
    • 3 replies
    • 1.7k views
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    • kboyce
    • May 10, 1999

35. Setting up a Money Purchase Plan

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

36. Change in vesting schedule and affect on terminated participants

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

37. Substantially Equal Payments - Multiple Plans

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

38. Money Purchase Plan -- Min Contribution

    By Alan Simpson, April 28, 1999
    • 8 replies
    • 1.8k views
    • 
    • imchipbrown
    • May 5, 1999

39. QPSA in a Money Purchase Pension

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

40. 5500 Question

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

41. Plan Loan

    By imchipbrown, May 5, 1999
    • 0 replies
    • 1.6k views
    • 
    • imchipbrown
    • May 5, 1999

42. Merging two plans

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

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

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

44. Plan Submission?

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

45. Plan sponsor out of business

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

46. $100 Penalty Under ERISA 502(c)(1)(b)

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

47. Section 415 limit for commonly controlled businesses.

    By Guest Kim Saunders, April 1, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 23, 1999

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

    By Guest le190, April 6, 1999
    • 4 replies
    • 1.5k views
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    • Guest
    • April 23, 1999

49. Retirement Funds

    By Guest swaid, April 20, 1999
    • 1 reply
    • 1.9k views
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    • david rigby
    • April 21, 1999

50. P.S. 58 Costs

    By Guest Barney Byrd, April 18, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 18, 1999