Retirement Plans in General

5,761 topics in this forum

1. 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

2. Best retirement plan options for benevolent small business

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

3. Deferred Comp vs Ira vs Roth

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

4. Controlled Group?

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

5. section 318 attribution

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

6. Restorative Payments Made to a Qualified Plan

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

7. Location Of IRS Notices

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

8. Question on retirement benefits

   By Guest DWest, February 26, 1999
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • March 3, 1999

9. Missing Participant

   By Guest Cbanarer, January 27, 1999
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • March 3, 1999

10. Code Section 414(s) Compensation Definitions

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

11. 401(k) Company Matches and Loan Fees

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

12. 415 Limit in Controlled Group

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

13. Limited Liability Partnership

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

14. Faculty Early Retirement Plans

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

15. 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

16. $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

17. Automatic Reparticipation Upon Reemployment?

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

18. How does an age nuetral comparability plan work?

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

19. 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

20. 404(c) Risk in Recommending Annuity Provider?

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

21. 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

22. Standardized and Non-Standardized Prototype Documents

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

23. fees paid by employer

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

24. Amended PBGC Form 1 - Credit

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

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

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

26. Are forfeitures counted for top heavy testing?

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

27. Davis Bacon Profit Sharing Plans

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

28. Another Plan Expense Issue

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

29. self employed integrated profit sharing contribution limitation.

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

30. 1999 GUST Restatements - Status anyone?

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

31. Literal Interpretation of Plan Documents

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

32. Non-Registered Seperate Accounts and Collective Trusts

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

33. Alternative Compensation Definitions

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

34. Coordination of Union and Company sponsored plans

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

35. 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

36. Leased Owners

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

37. Deduction Rules

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

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

    By Guest Edward McElroy, January 19, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 1999

39. ROTH AFTER RETIREMENT

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

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

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

41. 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

42. Controlled Group or not?

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

43. DOL Opinion Letters

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

44. Vesting Question

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

45. General rules and regs

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

46. definition of partial plan termination

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

47. Handbook for Small Business

    By Guest Melanie, October 29, 1998
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • January 14, 1999

48. Vest amount after separation

    By Guest username1, January 12, 1999
    • 3 replies
    • 1.5k views
    • 
    • KIP KRAUS
    • January 13, 1999

49. 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

50. FIDUCIARY BONDING

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