Retirement Plans in General

5,751 topics in this forum

1. 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

2. sole proprietor incoorporated

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

3. 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

4. Demutualizing of Annuity Provider

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

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

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

6. Prototype documents

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

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

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

8. Pension Plan Merger

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

9. Eligibility Computation Period other than 1 plan year

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

10. Penalty for Late Contribution

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

11. 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

12. Legislation - Popular Names

    By Guest JD Colville, March 26, 1999
    • 0 replies
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    • Guest
    • March 26, 1999

13. GayleAkrai Wrote....

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

14. Options as Plan Investments????

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

15. 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

16. 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

17. Foreign Affiliate and Compensation

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

18. What is Compensation?

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

19. Management ASG

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

20. When is the contribution actually made?

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

21. 403(b) vs. 401(k)

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

22. Texas Municipal Retirement System

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

23. Amending a Plan Year End

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

24. Deferred Comp vs Ira vs Roth

    By Guest Irene S, March 6, 1999
    • 1 reply
    • 2.3k views
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    • david rigby
    • March 7, 1999

25. Eligiblity & Vesting in a short plan year

    By Guest siegek, March 6, 1999
    • 12 replies
    • 10.6k views
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    • Dowist
    • October 1, 1999

26. What qualifies a distribution for rollover treatment?

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

27. Controlled Group?

    By richard, March 5, 1999
    • 2 replies
    • 1.6k views
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    • Dave Baker
    • March 6, 1999

28. Restorative Payments Made to a Qualified Plan

    By Guest Edward McElroy, March 4, 1999
    • 0 replies
    • 2k views
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    • Guest
    • March 4, 1999

29. section 318 attribution

    By Guest gcrechale, March 4, 1999
    • 1 reply
    • 1.7k views
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    • Guest
    • March 5, 1999

30. OK for money purchase plan to begin payments at normal retirement age

    By imchipbrown, March 3, 1999
    • 6 replies
    • 2k views
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    • imchipbrown
    • March 10, 1999

31. Code Section 414(s) Compensation Definitions

    By Guest Edward McElroy, March 2, 1999
    • 0 replies
    • 1.9k views
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    • Guest
    • March 2, 1999

32. 415 Limit in Controlled Group

    By Lynn Campbell, March 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • Disco Stu
    • March 1, 1999

33. Benefits held 10 months w/no interest?

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

34. 401(k) Company Matches and Loan Fees

    By Guest LCUtell, February 27, 1999
    • 5 replies
    • 1.6k views
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    • Disco Stu
    • March 2, 1999

35. Question on retirement benefits

    By Guest DWest, February 26, 1999
    • 2 replies
    • 1.5k views
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    • david rigby
    • March 3, 1999

36. Location Of IRS Notices

    By Chester, February 26, 1999
    • 3 replies
    • 1.4k views
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    • Guest
    • March 4, 1999

37. Faculty Early Retirement Plans

    By Guest Albert Lin, February 26, 1999
    • 0 replies
    • 1.5k views
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    • Guest
    • February 26, 1999

38. Limited Liability Partnership

    By nancy, February 25, 1999
    • 1 reply
    • 1.5k views
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    • QDROphile
    • February 26, 1999

39. Automatic Reparticipation Upon Reemployment?

    By Guest Edward McElroy, February 20, 1999
    • 1 reply
    • 1.6k views
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    • Dave Baker
    • February 21, 1999

40. Best retirement plan options for benevolent small business

    By Guest DCarter, February 19, 1999
    • 3 replies
    • 2.4k views
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    • richard
    • March 9, 1999

41. Why does my husband want me to sign another paper allowing other peopl

    By Guest Diane, February 19, 1999
    • 3 replies
    • 2.7k views
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    • david rigby
    • February 26, 1999

42. Top-Heavy Determination for Non-Pension Plans -- 1st and 2nd Plan Year

    By Guest Jan C, February 15, 1999
    • 1 reply
    • 1.6k views
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    • david rigby
    • February 18, 1999

43. How does an age nuetral comparability plan work?

    By Guest Geo Kovka, February 15, 1999
    • 3 replies
    • 1.5k views
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    • richard
    • February 21, 1999

44. Repost, for Barnard Walsh: Preparing to offer workshop on retirement p

    By Dave Baker, February 15, 1999
    • 1 reply
    • 1.4k views
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    • Guest
    • February 19, 1999

45. Standardized and Non-Standardized Prototype Documents

    By Guest RS Vatalaro, February 12, 1999
    • 3 replies
    • 1.9k views
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    • Alan Simpson
    • February 15, 1999

46. fees paid by employer

    By Dawn Hafner, February 12, 1999
    • 0 replies
    • 1.5k views
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    • Dawn Hafner
    • February 12, 1999

47. Amended PBGC Form 1 - Credit

    By Guest kpickart, February 11, 1999
    • 0 replies
    • 1.7k views
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    • Guest
    • February 11, 1999

48. distribution of 401(k)employer and booster accounts

    By Guest and, February 10, 1999
    • 1 reply
    • 1.5k views
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    • Disco Stu
    • February 11, 1999

49. Are forfeitures counted for top heavy testing?

    By Guest TGM, February 10, 1999
    • 2 replies
    • 2.3k views
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    • Guest
    • February 10, 1999

50. 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