Retirement Plans in General

5,751 topics in this forum

1. Are citizens of Puerto Rico nonresident aliens with no U.S. source inc

   By Wessex, February 9, 1999
   • 6 replies
   • 5.6k views
   • 
   • Guest
   • March 10, 2003

2. $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

3. Another Plan Expense Issue

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

4. Literal Interpretation of Plan Documents

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

5. 404(c) Risk in Recommending Annuity Provider?

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

6. self employed integrated profit sharing contribution limitation.

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

7. Non-Registered Seperate Accounts and Collective Trusts

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

8. 1999 GUST Restatements - Status anyone?

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

9. Davis Bacon Profit Sharing Plans

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

10. Coordination of Union and Company sponsored plans

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

11. Safe Harbor Compensation

    By Scott, January 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • October 15, 2003

12. Leased Owners

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

13. Missing Participant

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

14. Alternative Compensation Definitions

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

15. Deduction Rules

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

16. 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

17. ROTH AFTER RETIREMENT

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

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

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

19. 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

20. DOL Opinion Letters

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

21. Controlled Group or not?

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

22. General rules and regs

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

23. Vesting Question

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

24. definition of partial plan termination

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

25. Vest amount after separation

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

26. 5500 for Multiple Employer (other)

    By Guest dbvail, January 12, 1999
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • July 26, 1999

27. 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

28. FIDUCIARY BONDING

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

29. LOST PARTICIPANTS

    By Guest elizabeth, January 11, 1999
    • 5 replies
    • 2.3k views
    • 
    • flosfur
    • November 14, 2000

30. Quick Controlled Group Question

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

31. Profit Sharing as Compensation

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

32. ERISA on-line

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

33. 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

34. Replacement of pension plans with personal retirement accounts.

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

35. Roth IRAS and the State of MA

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

36. Prohibited transaction - Children?

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

37. 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

38. 15 day benefit freeze notice

    By richard, December 30, 1998
    • 4 replies
    • 2k views
    • 
    • Guest
    • May 27, 1999

39. Cash Balance Account Balance as Accrued Benefit

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

40. Pension Plan for Sole Prop and Corporation

    By richard, December 22, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • December 22, 1998

41. 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

42. Bungled Opt-Out

    By Christine Roberts, December 21, 1998
    • 0 replies
    • 1.4k views
    • 
    • Christine Roberts
    • December 21, 1998

43. the only stupid question is the one not asked

    By Guest pensiondoc, December 19, 1998
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • December 21, 1998

44. Are DB Plans Still Around?

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

45. Real Estate-Prohibited Transaction?

    By Guest William Lehman, December 18, 1998
    • 7 replies
    • 2.1k views
    • 
    • mbozek
    • June 19, 2002

46. Three Texas Counties Have Already Privatized Social Security

    By joel, December 17, 1998
    • 0 replies
    • 2.3k views
    • 
    • joel
    • December 17, 1998

47. Davis-Bacon/State Prevailing Wage Statute Plan

    By Guest Edward McElroy, December 17, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 19, 1998

48. Sale of Stock in Profit Sharing Plan to ESOP

    By Guest Edward McElroy, December 16, 1998
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • December 16, 1998

49. 15-Day Notice Regs Issued

    By Dave Baker, December 15, 1998
    • 0 replies
    • 1.7k views
    • 
    • Dave Baker
    • December 15, 1998

50. IRS Plan Audits

    By Christine Roberts, December 14, 1998
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 15, 1998