Retirement Plans in General

5,770 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. Benefits held 10 months w/no interest?

   By Guest Bob Mohar, February 27, 1999
   • 12 replies
   • 1.8k views
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   • richard
   • March 15, 1999

3. 401(k) Company Matches and Loan Fees

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

4. Question on retirement benefits

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

5. Location Of IRS Notices

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

6. Faculty Early Retirement Plans

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

7. Limited Liability Partnership

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

8. Automatic Reparticipation Upon Reemployment?

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

9. Best retirement plan options for benevolent small business

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

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

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

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

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

12. How does an age nuetral comparability plan work?

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

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

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

14. Standardized and Non-Standardized Prototype Documents

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

15. fees paid by employer

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

16. Amended PBGC Form 1 - Credit

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

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

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

18. Are forfeitures counted for top heavy testing?

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

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

    By Dave Baker, February 9, 1999
    • 3 replies
    • 1.9k views
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    • Kathy
    • June 15, 1999

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

    By Wessex, February 9, 1999
    • 6 replies
    • 5.7k views
    • 
    • Guest
    • March 10, 2003

21. $100,000 Annual Limitation on ISOs under Code Section 422(d)

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

22. Another Plan Expense Issue

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

23. Literal Interpretation of Plan Documents

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

24. 404(c) Risk in Recommending Annuity Provider?

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

25. self employed integrated profit sharing contribution limitation.

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

26. Non-Registered Seperate Accounts and Collective Trusts

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

27. 1999 GUST Restatements - Status anyone?

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

28. Davis Bacon Profit Sharing Plans

    By Guest gaham, February 2, 1999
    • 3 replies
    • 3.9k views
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    • Guest
    • February 8, 1999

29. Coordination of Union and Company sponsored plans

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

30. Safe Harbor Compensation

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

31. Leased Owners

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

32. Missing Participant

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

33. Alternative Compensation Definitions

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

34. Deduction Rules

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

35. 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

36. ROTH AFTER RETIREMENT

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

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

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

38. 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

39. DOL Opinion Letters

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

40. Controlled Group or not?

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

41. General rules and regs

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

42. Vesting Question

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

43. definition of partial plan termination

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

44. Vest amount after separation

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

45. 5500 for Multiple Employer (other)

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

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

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

47. FIDUCIARY BONDING

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

48. LOST PARTICIPANTS

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

49. Quick Controlled Group Question

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

50. Profit Sharing as Compensation

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