Retirement Plans in General

5,771 topics in this forum

1. Spousal Consent

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

2. 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

3. Irrevocable election not to participate

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

4. Performance Reviews

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

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

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

6. Annuity Starting Date

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

7. Document Updates and Amendments

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

8. Fee Study

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

9. Multiple Plans for LLC's

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

10. Irrevocable Waivers

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

11. Investment Options & Discrimination Rules

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

12. Sole Prop Profit Sharing Limit

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

13. Amended Schedule C Effect on PST Contr.

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

14. Prototype documents

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

15. Setting up a Money Purchase Plan

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

16. Change in vesting schedule and affect on terminated participants

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

17. Substantially Equal Payments - Multiple Plans

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

18. Money Purchase Plan -- Min Contribution

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

19. QPSA in a Money Purchase Pension

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

20. 5500 Question

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

21. Plan Loan

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

22. Merging two plans

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

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

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

24. Plan Submission?

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

25. Plan sponsor out of business

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

26. $100 Penalty Under ERISA 502(c)(1)(b)

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

27. Section 415 limit for commonly controlled businesses.

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

28. 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

29. Retirement Funds

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

30. P.S. 58 Costs

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

31. Automated 5500 Processing

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

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

    By Guest PALAWYER, April 14, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 15, 1999

33. 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

34. Using death databases.

    By david rigby, April 10, 1999
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • April 10, 1999

35. Question re: Form 1099-R Interpretation

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

36. Predecessor service with a foreign business

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

37. TEFRA 242(b)(2) Election

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

38. 5500 Schedule G

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

39. Early withdrawal of benifits due to hardship

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

40. Benefits advice re. the millennium bug

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

41. sole proprietor incoorporated

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

42. Demutualizing of Annuity Provider

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

43. 403(b) vs. 401(k)

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

44. What qualifies a distribution for rollover treatment?

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

45. Name Change of 401(k) Plan

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

46. Options as Plan Investments????

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

47. Pension Plan Merger

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

48. 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

49. Eligibility Computation Period other than 1 plan year

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

50. GayleAkrai Wrote....

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