Retirement Plans in General

5,829 topics in this forum

1. Demutualizing of Annuity Provider

   By Christine Roberts, April 1, 1999
   • 1 reply
   • 1.6k views
   • 
   • Everett Moreland
   • April 1, 1999

2. 403(b) vs. 401(k)

   By Guest Cyndi, March 14, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • March 31, 1999

3. What qualifies a distribution for rollover treatment?

   By Guest Joel Frank, March 5, 1999
   • 10 replies
   • 5.4k views
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   • Guest
   • March 31, 1999

4. Name Change of 401(k) Plan

   By Guest Wondering, March 26, 1999
   • 3 replies
   • 5.1k views
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   • david rigby
   • March 31, 1999

5. Options as Plan Investments????

   By Guest Phil L, March 25, 1999
   • 3 replies
   • 1.7k views
   • 
   • Guest
   • March 31, 1999

6. Pension Plan Merger

   By Guest kirsten, March 28, 1999
   • 1 reply
   • 1.8k views
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   • Guest
   • March 30, 1999

7. Sole Prop to C-corp - amend or terminate plan?

   By Guest haydenks, March 29, 1999
   • 1 reply
   • 2k views
   • 
   • Ervin Barham
   • March 30, 1999

8. Eligibility Computation Period other than 1 plan year

   By Guest Bill Mulkern, March 27, 1999
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • March 27, 1999

9. GayleAkrai Wrote....

   By Guest ERead, March 26, 1999
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • March 27, 1999

10. Penalty for Late Contribution

    By Guest TortoraG, March 26, 1999
    • 0 replies
    • 2.1k views
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    • Guest
    • March 26, 1999

11. Legislation - Popular Names

    By Guest JD Colville, March 26, 1999
    • 0 replies
    • 2.5k views
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    • Guest
    • March 26, 1999

12. Plan Sponsor named as Participant's beneficiary

    By Guest Andy, March 22, 1999
    • 2 replies
    • 1.6k views
    • 
    • Larry M
    • March 25, 1999

13. What is Compensation?

    By richard, March 16, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 18, 1999

14. Foreign Affiliate and Compensation

    By Guest friedbrain, March 18, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 18, 1999

15. When is the contribution actually made?

    By richard, March 15, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 16, 1999

16. Management ASG

    By Guest djsimonetti, March 15, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 1999

17. Benefits held 10 months w/no interest?

    By Guest Bob Mohar, February 27, 1999
    • 12 replies
    • 2k views
    • 
    • richard
    • March 15, 1999

18. Texas Municipal Retirement System

    By Guest rodneymm, March 13, 1999
    • 4 replies
    • 2.6k views
    • 
    • Dan
    • March 13, 1999

19. Amending a Plan Year End

    By Guest GG, March 11, 1999
    • 1 reply
    • 1.7k views
    • 
    • Ervin Barham
    • March 12, 1999

20. OK for money purchase plan to begin payments at normal retirement age

    By imchipbrown, March 3, 1999
    • 6 replies
    • 2.3k views
    • 
    • imchipbrown
    • March 10, 1999

21. Best retirement plan options for benevolent small business

    By Guest DCarter, February 19, 1999
    • 3 replies
    • 2.6k views
    • 
    • richard
    • March 9, 1999

22. Deferred Comp vs Ira vs Roth

    By Guest Irene S, March 6, 1999
    • 1 reply
    • 2.6k views
    • 
    • david rigby
    • March 7, 1999

23. Controlled Group?

    By richard, March 5, 1999
    • 2 replies
    • 1.7k views
    • 
    • Dave Baker
    • March 6, 1999

24. section 318 attribution

    By Guest gcrechale, March 4, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 5, 1999

25. Restorative Payments Made to a Qualified Plan

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

26. Location Of IRS Notices

    By Chester, February 26, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 1999

27. Question on retirement benefits

    By Guest DWest, February 26, 1999
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • March 3, 1999

28. Missing Participant

    By Guest Cbanarer, January 27, 1999
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • March 3, 1999

29. Code Section 414(s) Compensation Definitions

    By Guest Edward McElroy, March 2, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 2, 1999

30. 401(k) Company Matches and Loan Fees

    By Guest LCUtell, February 27, 1999
    • 5 replies
    • 1.8k views
    • 
    • Disco Stu
    • March 2, 1999

31. 415 Limit in Controlled Group

    By Lynn Campbell, March 1, 1999
    • 1 reply
    • 1.6k views
    • 
    • Disco Stu
    • March 1, 1999

32. Limited Liability Partnership

    By nancy, February 25, 1999
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • February 26, 1999

33. Faculty Early Retirement Plans

    By Guest Albert Lin, February 26, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 1999

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

    By Guest Diane, February 19, 1999
    • 3 replies
    • 3.2k views
    • 
    • david rigby
    • February 26, 1999

35. $100,000 Annual Limitation on ISOs under Code Section 422(d)

    By Guest Edward McElroy, February 8, 1999
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • February 22, 1999

36. Automatic Reparticipation Upon Reemployment?

    By Guest Edward McElroy, February 20, 1999
    • 1 reply
    • 1.8k views
    • 
    • Dave Baker
    • February 21, 1999

37. How does an age nuetral comparability plan work?

    By Guest Geo Kovka, February 15, 1999
    • 3 replies
    • 1.8k views
    • 
    • richard
    • February 21, 1999

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

    By Dave Baker, February 15, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 19, 1999

39. 404(c) Risk in Recommending Annuity Provider?

    By Guest Kathleen Toth, February 5, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 18, 1999

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

    By Guest Jan C, February 15, 1999
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • February 18, 1999

41. Standardized and Non-Standardized Prototype Documents

    By Guest RS Vatalaro, February 12, 1999
    • 3 replies
    • 2.1k views
    • 
    • Alan Simpson
    • February 15, 1999

42. fees paid by employer

    By Dawn Hafner, February 12, 1999
    • 0 replies
    • 1.6k views
    • 
    • Dawn Hafner
    • February 12, 1999

43. Amended PBGC Form 1 - Credit

    By Guest kpickart, February 11, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 11, 1999

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

    By Guest and, February 10, 1999
    • 1 reply
    • 1.6k views
    • 
    • Disco Stu
    • February 11, 1999

45. Are forfeitures counted for top heavy testing?

    By Guest TGM, February 10, 1999
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • February 10, 1999

46. Davis Bacon Profit Sharing Plans

    By Guest gaham, February 2, 1999
    • 3 replies
    • 4.1k views
    • 
    • Guest
    • February 8, 1999

47. Another Plan Expense Issue

    By Guest djsimonetti, February 6, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 8, 1999

48. self employed integrated profit sharing contribution limitation.

    By Guest gcrechale, February 4, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • February 7, 1999

49. 1999 GUST Restatements - Status anyone?

    By mwyatt, February 3, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 6, 1999

50. Literal Interpretation of Plan Documents

    By Guest DrJekyll, February 5, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 1999