Retirement Plans in General

5,750 topics in this forum

1. 415 Limit in Controlled Group

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

2. Limited Liability Partnership

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

3. Faculty Early Retirement Plans

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

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

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

5. $100,000 Annual Limitation on ISOs under Code Section 422(d)

   By Guest Edward McElroy, February 8, 1999
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • February 22, 1999

6. Automatic Reparticipation Upon Reemployment?

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

7. How does an age nuetral comparability plan work?

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

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

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

9. 404(c) Risk in Recommending Annuity Provider?

   By Guest Kathleen Toth, February 5, 1999
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • February 18, 1999

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

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

11. Standardized and Non-Standardized Prototype Documents

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

12. fees paid by employer

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

13. Amended PBGC Form 1 - Credit

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

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

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

15. Are forfeitures counted for top heavy testing?

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

16. Davis Bacon Profit Sharing Plans

    By Guest gaham, February 2, 1999
    • 3 replies
    • 3.8k views
    • 
    • Guest
    • February 8, 1999

17. Another Plan Expense Issue

    By Guest djsimonetti, February 6, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 8, 1999

18. self employed integrated profit sharing contribution limitation.

    By Guest gcrechale, February 4, 1999
    • 5 replies
    • 2k views
    • 
    • Guest
    • February 7, 1999

19. 1999 GUST Restatements - Status anyone?

    By mwyatt, February 3, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 6, 1999

20. Literal Interpretation of Plan Documents

    By Guest DrJekyll, February 5, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 1999

21. Non-Registered Seperate Accounts and Collective Trusts

    By Guest Redchip, February 4, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • February 4, 1999

22. Alternative Compensation Definitions

    By Tom Poje, January 26, 1999
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 2, 1999

23. Coordination of Union and Company sponsored plans

    By Guest brewbren, February 1, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 1, 1999

24. May A Plan Require A Participant To Be Employed On A Day Other Than Th

    By Guest Edward McElroy, December 30, 1998
    • 5 replies
    • 1.5k views
    • 
    • Wessex
    • January 28, 1999

25. Leased Owners

    By Guest JACKWADE, January 28, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 28, 1999

26. Deduction Rules

    By Guest PGladieux, January 22, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 22, 1999

27. Do Family Aggregation Rules Apply in Look Back Year Determination for

    By Guest Edward McElroy, January 19, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 1999

28. ROTH AFTER RETIREMENT

    By Guest Lee Visser, January 19, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 1999

29. Has IRS approved language for GATT, SBJPA, USERRA, TRA '97.....?

    By chris, January 19, 1999
    • 0 replies
    • 1.5k views
    • 
    • chris
    • January 19, 1999

30. Prohibited Transaction if 401(k) deposits aren't made timely?

    By Guest MattNewman, January 15, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • January 17, 1999

31. Controlled Group or not?

    By Guest Phil L, January 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • richard
    • January 15, 1999

32. DOL Opinion Letters

    By chris, January 15, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • January 15, 1999

33. Vesting Question

    By Guest greymann, January 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • January 15, 1999

34. General rules and regs

    By Guest MARY WRIGHT, January 14, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 14, 1999

35. definition of partial plan termination

    By Guest username1, January 13, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 14, 1999

36. Handbook for Small Business

    By Guest Melanie, October 29, 1998
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 1999

37. Vest amount after separation

    By Guest username1, January 12, 1999
    • 3 replies
    • 1.4k views
    • 
    • KIP KRAUS
    • January 13, 1999

38. Allocation of contribution to over 70 1/2 greater than 5% shareholder

    By Guest Ron Grodzinsky, January 11, 1999
    • 1 reply
    • 2.1k views
    • 
    • Chester
    • January 12, 1999

39. FIDUCIARY BONDING

    By Guest elizabeth, January 11, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 12, 1999

40. Profit Sharing as Compensation

    By Guest Blythe Patterson, January 8, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • January 12, 1999

41. Quick Controlled Group Question

    By Guest Beavis, January 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • January 9, 1999

42. Participant overpaid in plan termination/how to recover funds from ove

    By Lynn Campbell, January 5, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 8, 1999

43. Surviving spouse's options after death of IRA owner

    By Guest Edward McElroy, December 9, 1998
    • 3 replies
    • 1.6k views
    • 
    • Kathy
    • January 8, 1999

44. ERISA on-line

    By Guest RS Vatalaro, January 6, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 6, 1999

45. Replacement of pension plans with personal retirement accounts.

    By Guest cebrooks, January 3, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • January 4, 1999

46. Roth IRAS and the State of MA

    By Guest Peterdes, January 2, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 2, 1999

47. Is an Employee on Workers' Compensation Treated as an Active Employee

    By Guest Edward McElroy, December 22, 1998
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • December 31, 1998

48. Prohibited transaction - Children?

    By Lynn Campbell, December 31, 1998
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 31, 1998

49. Cash Balance Account Balance as Accrued Benefit

    By Alonzo, December 29, 1998
    • 0 replies
    • 1.6k views
    • 
    • Alonzo
    • December 29, 1998

50. Are DB Plans Still Around?

    By Guest Terry, December 19, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 28, 1998