Retirement Plans in General

5,848 topics in this forum

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

   By Guest gpr, April 27, 1999
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • April 27, 1999

2. Plan Submission?

   By Guest Robert Lees, April 26, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • April 26, 1999

3. Plan sponsor out of business

   By Guest art, April 23, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • April 23, 1999

4. $100 Penalty Under ERISA 502(c)(1)(b)

   By Guest DrJekyll, April 23, 1999
   • 0 replies
   • 2.4k views
   • 
   • Guest
   • April 23, 1999

5. Section 415 limit for commonly controlled businesses.

   By Guest Kim Saunders, April 1, 1999
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • April 23, 1999

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

   By Guest le190, April 6, 1999
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • April 23, 1999

7. Retirement Funds

   By Guest swaid, April 20, 1999
   • 1 reply
   • 2k views
   • 
   • david rigby
   • April 21, 1999

8. P.S. 58 Costs

   By Guest Barney Byrd, April 18, 1999
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • April 18, 1999

9. Automated 5500 Processing

   By Guest Ken Newhouse, April 16, 1999
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • April 16, 1999

10. OK for profit sharing plan document to pay just half of participant's

    By Guest PALAWYER, April 14, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 15, 1999

11. May a Money Purchase Plan Condition Contributions on an Employee Compl

    By Guest Edward McElroy, April 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Chester
    • April 14, 1999

12. Using death databases.

    By david rigby, April 10, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • April 10, 1999

13. Question re: Form 1099-R Interpretation

    By Guest Natalie, March 24, 1999
    • 4 replies
    • 4.4k views
    • 
    • david rigby
    • April 9, 1999

14. Predecessor service with a foreign business

    By Guest haydenks, April 8, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 1999

15. TEFRA 242(b)(2) Election

    By LCARUSI, April 7, 1999
    • 1 reply
    • 4.5k views
    • 
    • Guest
    • April 7, 1999

16. 5500 Schedule G

    By Guest Frank Jackson, April 6, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • April 6, 1999

17. Early withdrawal of benifits due to hardship

    By Guest DWest, April 3, 1999
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • April 4, 1999

18. Benefits advice re. the millennium bug

    By Guest CBene, April 1, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 2, 1999

19. sole proprietor incoorporated

    By Guest AAASIMON, April 1, 1999
    • 1 reply
    • 1.8k views
    • 
    • Ervin Barham
    • April 2, 1999

20. Demutualizing of Annuity Provider

    By Christine Roberts, April 1, 1999
    • 1 reply
    • 1.7k views
    • 
    • Everett Moreland
    • April 1, 1999

21. 403(b) vs. 401(k)

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

22. What qualifies a distribution for rollover treatment?

    By Guest Joel Frank, March 5, 1999
    • 10 replies
    • 5.6k views
    • 
    • Guest
    • March 31, 1999

23. Name Change of 401(k) Plan

    By Guest Wondering, March 26, 1999
    • 3 replies
    • 5.2k views
    • 
    • david rigby
    • March 31, 1999

24. Options as Plan Investments????

    By Guest Phil L, March 25, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 31, 1999

25. Pension Plan Merger

    By Guest kirsten, March 28, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 30, 1999

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

    By Guest haydenks, March 29, 1999
    • 1 reply
    • 2.1k views
    • 
    • Ervin Barham
    • March 30, 1999

27. Eligibility Computation Period other than 1 plan year

    By Guest Bill Mulkern, March 27, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 27, 1999

28. GayleAkrai Wrote....

    By Guest ERead, March 26, 1999
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • March 27, 1999

29. Penalty for Late Contribution

    By Guest TortoraG, March 26, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 26, 1999

30. Legislation - Popular Names

    By Guest JD Colville, March 26, 1999
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 26, 1999

31. Plan Sponsor named as Participant's beneficiary

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

32. What is Compensation?

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

33. Foreign Affiliate and Compensation

    By Guest friedbrain, March 18, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 18, 1999

34. When is the contribution actually made?

    By richard, March 15, 1999
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 16, 1999

35. Management ASG

    By Guest djsimonetti, March 15, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 15, 1999

36. Benefits held 10 months w/no interest?

    By Guest Bob Mohar, February 27, 1999
    • 12 replies
    • 2.2k views
    • 
    • richard
    • March 15, 1999

37. Texas Municipal Retirement System

    By Guest rodneymm, March 13, 1999
    • 4 replies
    • 2.7k views
    • 
    • Dan
    • March 13, 1999

38. Amending a Plan Year End

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

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

    By imchipbrown, March 3, 1999
    • 6 replies
    • 2.5k views
    • 
    • imchipbrown
    • March 10, 1999

40. Best retirement plan options for benevolent small business

    By Guest DCarter, February 19, 1999
    • 3 replies
    • 2.7k views
    • 
    • richard
    • March 9, 1999

41. Deferred Comp vs Ira vs Roth

    By Guest Irene S, March 6, 1999
    • 1 reply
    • 2.8k views
    • 
    • david rigby
    • March 7, 1999

42. Controlled Group?

    By richard, March 5, 1999
    • 2 replies
    • 1.8k views
    • 
    • Dave Baker
    • March 6, 1999

43. section 318 attribution

    By Guest gcrechale, March 4, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 5, 1999

44. Restorative Payments Made to a Qualified Plan

    By Guest Edward McElroy, March 4, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 4, 1999

45. Location Of IRS Notices

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

46. Question on retirement benefits

    By Guest DWest, February 26, 1999
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 3, 1999

47. Missing Participant

    By Guest Cbanarer, January 27, 1999
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • March 3, 1999

48. Code Section 414(s) Compensation Definitions

    By Guest Edward McElroy, March 2, 1999
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 2, 1999

49. 401(k) Company Matches and Loan Fees

    By Guest LCUtell, February 27, 1999
    • 5 replies
    • 1.9k views
    • 
    • Disco Stu
    • March 2, 1999

50. 415 Limit in Controlled Group

    By Lynn Campbell, March 1, 1999
    • 1 reply
    • 1.7k views
    • 
    • Disco Stu
    • March 1, 1999