Retirement Plans in General

5,761 topics in this forum

1. Investment Options & Discrimination Rules

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

2. Sole Prop Profit Sharing Limit

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

3. 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

4. Prototype documents

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

5. 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

6. 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

7. 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

8. Money Purchase Plan -- Min Contribution

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

9. 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

10. 5500 Question

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

11. Plan Loan

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

12. Merging two plans

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

13. 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

14. Plan Submission?

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

15. Plan sponsor out of business

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

16. $100 Penalty Under ERISA 502(c)(1)(b)

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

17. Section 415 limit for commonly controlled businesses.

    By Guest Kim Saunders, April 1, 1999
    • 2 replies
    • 2.1k views
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    • Guest
    • April 23, 1999

18. 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
    • 
    • Guest
    • April 23, 1999

19. Retirement Funds

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

20. P.S. 58 Costs

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

21. Automated 5500 Processing

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

22. 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

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

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

24. Using death databases.

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

25. Question re: Form 1099-R Interpretation

    By Guest Natalie, March 24, 1999
    • 4 replies
    • 3.6k views
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    • david rigby
    • April 9, 1999

26. Predecessor service with a foreign business

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

27. TEFRA 242(b)(2) Election

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

28. 5500 Schedule G

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

29. Early withdrawal of benifits due to hardship

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

30. Benefits advice re. the millennium bug

    By Guest CBene, April 1, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • April 2, 1999

31. sole proprietor incoorporated

    By Guest AAASIMON, April 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Ervin Barham
    • April 2, 1999

32. Demutualizing of Annuity Provider

    By Christine Roberts, April 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Everett Moreland
    • April 1, 1999

33. 403(b) vs. 401(k)

    By Guest Cyndi, March 14, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 31, 1999

34. What qualifies a distribution for rollover treatment?

    By Guest Joel Frank, March 5, 1999
    • 10 replies
    • 5.1k views
    • 
    • Guest
    • March 31, 1999

35. Name Change of 401(k) Plan

    By Guest Wondering, March 26, 1999
    • 3 replies
    • 4.8k views
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    • david rigby
    • March 31, 1999

36. Options as Plan Investments????

    By Guest Phil L, March 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 31, 1999

37. Pension Plan Merger

    By Guest kirsten, March 28, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 30, 1999

38. Sole Prop to C-corp - amend or terminate plan?

    By Guest haydenks, March 29, 1999
    • 1 reply
    • 1.8k views
    • 
    • Ervin Barham
    • March 30, 1999

39. Eligibility Computation Period other than 1 plan year

    By Guest Bill Mulkern, March 27, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 27, 1999

40. GayleAkrai Wrote....

    By Guest ERead, March 26, 1999
    • 2 replies
    • 1.5k views
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    • david rigby
    • March 27, 1999

41. Penalty for Late Contribution

    By Guest TortoraG, March 26, 1999
    • 0 replies
    • 2k views
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    • Guest
    • March 26, 1999

42. Legislation - Popular Names

    By Guest JD Colville, March 26, 1999
    • 0 replies
    • 2.3k views
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    • Guest
    • March 26, 1999

43. Plan Sponsor named as Participant's beneficiary

    By Guest Andy, March 22, 1999
    • 2 replies
    • 1.4k views
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    • Larry M
    • March 25, 1999

44. What is Compensation?

    By richard, March 16, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 18, 1999

45. Foreign Affiliate and Compensation

    By Guest friedbrain, March 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 18, 1999

46. When is the contribution actually made?

    By richard, March 15, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 16, 1999

47. Management ASG

    By Guest djsimonetti, March 15, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 1999

48. Benefits held 10 months w/no interest?

    By Guest Bob Mohar, February 27, 1999
    • 12 replies
    • 1.8k views
    • 
    • richard
    • March 15, 1999

49. Texas Municipal Retirement System

    By Guest rodneymm, March 13, 1999
    • 4 replies
    • 2.2k views
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    • Dan
    • March 13, 1999

50. Amending a Plan Year End

    By Guest GG, March 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • March 12, 1999