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Retirement Plans in General

5,839 topics in this forum

  1. Permitted Disparity used in the general test of 401(a)(4) for a DC pla

    By Guest WBrown,
    • 3 replies
    • 3.6k views

  2. USERRA - Accrual of Benefits for individuals who spend more than 5 yea

    By Guest S Terrill,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  3. Correcting 15% non-deductible contributions

    By Guest William Lehman,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  4. Top-heavy question originally posted by EScott 1/24/99 - one plan in '

    By Dave Baker,
    • 3 replies
    • 2.2k views

  5. How do you monitor if pension recipients are alive of deceased?

    By Guest JIM Burke,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  6. Design-Based Safe Harbor?

    By lkpittman,
    • 4 replies
    • 2.8k views

  7. Single Trust for Multiple Plans??

    By Guest halka,
    • 1 reply
    • 2.3k views

  8. Under funded retirement plans -- No death benefit

    By Guest Insuror,
    • 2 replies
    • 1.7k views

  9. USERRA for Voluntary Service?

    By Christine Roberts,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  10. nonqualified money in a qualified plan

    By Guest jrose,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  11. Over-contributions / Forfeitures

    By Guest Jhagan,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  12. Forfeitures cause excess 415 limit?

    By Guest RICHEZ,
    • 1 reply
    • 1.5k views

  13. How to Choose Best Retirement Plan for Small Business

    By Guest Deborah,
    • 4 replies
    • 1.5k views

  14. PLR's as Precedent?

    By Guest JD Colville,
    • 2 replies
    • 3.3k views
    • Guest
    • Guest

  15. Master Trust

    By Guest genfre,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  16. Retirement Plans for employees who retire before age 65?

    By Guest Barb,
    • 2 replies
    • 1.6k views

  17. 25% IRC 404 limit for combo MPPP/PS Plan

    By Guest RS Vatalaro,
    • 1 reply
    • 2.2k views

  18. Trustee Issue

    By Guest light,
    • 3 replies
    • 1.7k views

  19. 15 day benefit freeze notice

    By richard,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  20. Spousal Consent

    By Guest RS Vatalaro,
    • 3 replies
    • 3.4k views
    • Guest
    • Guest

  21. When can (or should) the plan sponsor make benefit payments?

    By richard,
    • 1 reply
    • 1.6k views

  22. Irrevocable election not to participate

    By Guest Brad Brewer,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  23. Performance Reviews

    By Guest boetgerinc,
    • 0 replies
    • 2k views
    • Guest
    • Guest

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

    By richard,
    • 6 replies
    • 2.5k views
    • Guest
    • Guest

  25. Annuity Starting Date

    By chris,
    • 1 reply
    • 1.8k views

  26. Document Updates and Amendments

    By Guest DennisT,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  27. Fee Study

    By Guest Jhagan,
    • 1 reply
    • 1.5k views

  28. Multiple Plans for LLC's

    By Guest Thornton,
    • 10 replies
    • 2.1k views
    • Guest
    • Guest

  29. Irrevocable Waivers

    By Guest acathcart,
    • 1 reply
    • 2.7k views

  30. Investment Options & Discrimination Rules

    By Guest cngriffin,
    • 1 reply
    • 2.1k views

  31. Sole Prop Profit Sharing Limit

    By richard,
    • 3 replies
    • 2.2k views

  32. Amended Schedule C Effect on PST Contr.

    By Guest K Thompson,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  33. Prototype documents

    By Guest TortoraG,
    • 3 replies
    • 1.9k views

  34. Setting up a Money Purchase Plan

    By Guest localname,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  35. Change in vesting schedule and affect on terminated participants

    By Guest dlm,
    • 4 replies
    • 3.1k views

  36. Substantially Equal Payments - Multiple Plans

    By Guest Kyle Stratton,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  37. Money Purchase Plan -- Min Contribution

    By Alan Simpson,
    • 8 replies
    • 2k views

  38. QPSA in a Money Purchase Pension

    By Guest gaham,
    • 1 reply
    • 2.1k views

  39. 5500 Question

    By Guest Frank Jackson,
    • 1 reply
    • 1.6k views

  40. Plan Loan

    By imchipbrown,
    • 0 replies
    • 1.7k views

  41. Merging two plans

    By Guest cascigm,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

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

    By Guest gpr,
    • 0 replies
    • 2.5k views
    • Guest
    • Guest

  43. Plan Submission?

    By Guest Robert Lees,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  44. Plan sponsor out of business

    By Guest art,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  45. $100 Penalty Under ERISA 502(c)(1)(b)

    By Guest DrJekyll,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  46. Section 415 limit for commonly controlled businesses.

    By Guest Kim Saunders,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  47. Owner/participant to take 67% of plan assets as a 59 1/2 w/d.

    By Guest le190,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  48. Retirement Funds

    By Guest swaid,
    • 1 reply
    • 2k views

  49. P.S. 58 Costs

    By Guest Barney Byrd,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  50. Automated 5500 Processing

    By Guest Ken Newhouse,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest
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