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Retirement Plans in General

5,751 topics in this forum

  1. Early Retirement Program

    By Guest Liz,
    • 1 reply
    • 1.6k views

  2. Plan Design for Younger Owner of Small Firm

    By Lynn Campbell,
    • 1 reply
    • 1.4k views

  3. "Excess Earnings" of DB Plans.

    By joel,
    • 0 replies
    • 2.2k views

  4. Surviving spouse's options after death of IRA owner

    By Guest Edward McElroy,
    • 3 replies
    • 1.6k views

  5. Social Security becoming an oxymoron?

    By Guest Franklin Evans,
    • 7 replies
    • 2.7k views

  6. Web Subscriber services for Retirement Plans (401k, 403b, 457,etc etc)

    By Guest CPeterson,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  7. GUST 1999 Restatements - Current Status of IRS

    By mwyatt,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  8. Professional Designations

    By Guest Paul McDonald,
    • 1 reply
    • 1.5k views

  9. DATAIR USERS

    By Guest pdaniels,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  10. Davis Bacon Plan

    By Guest Edward McElroy,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  11. Age 70.5 distributions

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

  12. Amendment to Change Plan/Trust Year

    By chris,
    • 6 replies
    • 4.5k views
    • Guest
    • Guest

  13. States set policy, too.

    By Guest Franklin Evans,
    • 1 reply
    • 2.3k views

  14. Greetings and Welcome

    By Guest Franklin Evans,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  15. Termination of a Nonqualfied Retirement Plan...Must you fully vest?

    By Guest PALAWYER,
    • 1 reply
    • 1.5k views

  16. New MultiEmloyer Vesting Rules - Impact on W/drawal Liability

    By Guest David Danziger,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  17. Beta Test Easy to use Plan Admin software

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

  18. Who's got my retirement plan?

    By Guest MaryKJSM,
    • 2 replies
    • 4.1k views
    • Guest
    • Guest

  19. Amendment to change timing of distribution - permissible?

    By Lynn Campbell,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  20. TRA-86 Remedial Amendment Period for Tax-Exempts

    By davef,
    • 1 reply
    • 2.6k views

  21. Failure to file 1099-R

    By Guest Cbanarer,
    • 2 replies
    • 4k views
    • Guest
    • Guest

  22. Trustee Voting of Stock Held as General Investment in Plan

    By Guest Edward McElroy,
    • 1 reply
    • 1.5k views

  23. Forfeitures Used to Pay Administrative Expenses

    By Guest Edward McElroy,
    • 1 reply
    • 2k views

  24. Valuation Date

    By Guest djsimonetti,
    • 2 replies
    • 1.7k views

  25. Safe Harbor 401(k) Plans

    By LCARUSI,
    • 0 replies
    • 2.6k views

  26. BANKRUPTCY--PLAN BENEFITS

    By Guest JROSSITTER,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  27. 404(c) Default

    By Guest PALAWYER,
    • 3 replies
    • 1.5k views

  28. Retirement Plans for Independent Contractors; I understand there are s

    By richard,
    • 9 replies
    • 4.2k views

  29. Plan Maintianed by Limited Partnership with S-Corps. as Partners

    By Guest Edward McElroy,
    • 1 reply
    • 1.6k views

  30. Annual Addition Limitation

    By Guest glhotdog,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  31. Fees payable by the Plan?

    By Guest Lorne Dauenhauer,
    • 2 replies
    • 2.1k views

  32. DB Plan/LTD Participants/Freeze of Accrual

    By Guest jgferrei,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  33. Plan Continuation

    By Guest lifeweb,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  34. ISO/NQSO as Compensation

    By Gary Lesser,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  35. Exclusive Benefit Rule

    By Guest JSYATES,
    • 1 reply
    • 1.6k views

  36. Encourage DB plans

    By Guest ctobe,
    • 17 replies
    • 4.4k views

  37. pension simplificaation

    By Larry M,
    • 5 replies
    • 2.7k views

  38. Annual addition limitation

    By elleny,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  39. Can a DB Plan Accept a rollover?

    By LCARUSI,
    • 3 replies
    • 2.2k views
    • JWK
    • JWK

  40. DoL audit comments - Robert Doyle

    By Guest Brad Brewer,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  41. can both distributions be rolled into an IRA

    By richard,
    • 1 reply
    • 1.5k views

  42. Jacobson vs Highes Aircraft (Supreme Court)

    By Guest Richard E Hook,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  43. Repayment upon rehire

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

  44. Traders' income for pension purposes

    By Guest IntPenDes,
    • 2 replies
    • 1.7k views

  45. DB for key employees

    By Guest Brian Melka,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  46. Planning Opportunities with Demise of Code Section 415(e)

    By Guest Edward McElroy,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  47. Coverage Testing (410(b) ) Query

    By Guest D_NITSCHE,
    • 2 replies
    • 2.8k views
    • Guest
    • Guest

  48. 5500 Filing Exemption

    By Guest JROSSITTER,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  49. rule of parity

    By david shipp,
    • 0 replies
    • 2.3k views

  50. Prohibited Transaction?

    By Guest Jim Brennan,
    • 1 reply
    • 1.6k views
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