Retirement Plans in General

5,771 topics in this forum

1. Issues regarding lease employees

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

2. Plan Submission?

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

3. Plan sponsor out of business

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

4. $100 Penalty Under ERISA 502(c)(1)(b)

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

5. Top Heavy Minimums and Excluded Classes of Employees

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

6. Retirement Funds

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

7. Locating Missing Participants

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

8. USERRA for Voluntary Service?

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

9. P.S. 58 Costs

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

10. Automated 5500 Processing

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

11. 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

12. 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

13. Using death databases.

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

14. Predecessor service with a foreign business

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

15. TEFRA 242(b)(2) Election

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

16. 5500 Schedule G

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

17. 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

18. ERISA Bond

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

19. Early withdrawal of benifits due to hardship

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

20. 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

21. Section 415 limit for commonly controlled businesses.

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

22. sole proprietor incoorporated

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

23. Benefits advice re. the millennium bug

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

24. Demutualizing of Annuity Provider

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

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

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

26. Prototype documents

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

27. 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

28. Pension Plan Merger

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

29. Eligibility Computation Period other than 1 plan year

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

30. Penalty for Late Contribution

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

31. Name Change of 401(k) Plan

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

32. Legislation - Popular Names

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

33. GayleAkrai Wrote....

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

34. Options as Plan Investments????

    By Guest Phil L, March 25, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 31, 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. Plan Sponsor named as Participant's beneficiary

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

37. Foreign Affiliate and Compensation

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

38. What is Compensation?

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

39. Management ASG

    By Guest djsimonetti, March 15, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 15, 1999

40. When is the contribution actually made?

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

41. 403(b) vs. 401(k)

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

42. Texas Municipal Retirement System

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

43. Amending a Plan Year End

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

44. Deferred Comp vs Ira vs Roth

    By Guest Irene S, March 6, 1999
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • March 7, 1999

45. Eligiblity & Vesting in a short plan year

    By Guest siegek, March 6, 1999
    • 12 replies
    • 10.7k views
    • 
    • Dowist
    • October 1, 1999

46. What qualifies a distribution for rollover treatment?

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

47. Controlled Group?

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

48. Restorative Payments Made to a Qualified Plan

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

49. section 318 attribution

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

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

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