Retirement Plans in General

5,778 topics in this forum

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

   By Guest PALAWYER, December 2, 1998
   • 1 reply
   • 1.5k views
   • 
   • LCARUSI
   • December 3, 1998

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

   By Guest David Danziger, December 2, 1998
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • December 2, 1998

3. Beta Test Easy to use Plan Admin software

   By Guest SJPrince, December 1, 1998
   • 0 replies
   • 2k views
   • 
   • Guest
   • December 1, 1998

4. Amendment to change timing of distribution - permissible?

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

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

   By davef, November 30, 1998
   • 1 reply
   • 2.6k views
   • 
   • Chester
   • November 30, 1998

6. pension simplificaation

   By Larry M, November 12, 1998
   • 5 replies
   • 2.7k views
   • 
   • david rigby
   • November 29, 1998

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

   By Guest Edward McElroy, November 24, 1998
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • November 25, 1998

8. Failure to file 1099-R

   By Guest Cbanarer, November 24, 1998
   • 2 replies
   • 4k views
   • 
   • Guest
   • November 25, 1998

9. Traders' income for pension purposes

   By Guest IntPenDes, November 10, 1998
   • 2 replies
   • 1.7k views
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   • imchipbrown
   • November 24, 1998

10. Annual Addition Limitation

    By Guest glhotdog, November 18, 1998
    • 1 reply
    • 1.5k views
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    • Guest
    • November 24, 1998

11. DoL audit comments - Robert Doyle

    By Guest Brad Brewer, November 11, 1998
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 24, 1998

12. Valuation Date

    By Guest djsimonetti, November 23, 1998
    • 2 replies
    • 1.7k views
    • 
    • richard
    • November 24, 1998

13. Forfeitures Used to Pay Administrative Expenses

    By Guest Edward McElroy, November 23, 1998
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • November 23, 1998

14. Safe Harbor 401(k) Plans

    By LCARUSI, November 22, 1998
    • 0 replies
    • 2.7k views
    • 
    • LCARUSI
    • November 22, 1998

15. 404(c) Default

    By Guest PALAWYER, November 19, 1998
    • 3 replies
    • 1.6k views
    • 
    • LCARUSI
    • November 22, 1998

16. 401k plan wants incl independent contractors

    By Guest Robin A Spooner, October 29, 1998
    • 11 replies
    • 12.5k views
    • 
    • Guest
    • November 21, 1998

17. BANKRUPTCY--PLAN BENEFITS

    By Guest JROSSITTER, November 21, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 21, 1998

18. Fees payable by the Plan?

    By Guest Lorne Dauenhauer, November 17, 1998
    • 2 replies
    • 2.1k views
    • 
    • david shipp
    • November 19, 1998

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

    By Guest Edward McElroy, November 18, 1998
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • November 18, 1998

20. 5500 Filing Exemption

    By Guest JROSSITTER, November 6, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 14, 1998

21. Jacobson vs Highes Aircraft (Supreme Court)

    By Guest Richard E Hook, November 11, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 13, 1998

22. Plan Continuation

    By Guest lifeweb, November 13, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 13, 1998

23. DB Plan/LTD Participants/Freeze of Accrual

    By Guest jgferrei, November 13, 1998
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 13, 1998

24. ISO/NQSO as Compensation

    By Gary Lesser, November 13, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • November 13, 1998

25. Exclusive Benefit Rule

    By Guest JSYATES, November 12, 1998
    • 1 reply
    • 1.6k views
    • 
    • Gary Lesser
    • November 13, 1998

26. Annual addition limitation

    By elleny, November 11, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 12, 1998

27. Repayment upon rehire

    By Guest Ken Newhouse, November 11, 1998
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • November 11, 1998

28. can both distributions be rolled into an IRA

    By richard, November 11, 1998
    • 1 reply
    • 1.5k views
    • 
    • LCARUSI
    • November 11, 1998

29. DB for key employees

    By Guest Brian Melka, November 10, 1998
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 10, 1998

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

    By Guest Edward McElroy, November 9, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 9, 1998

31. Termination of Profit Sharing Plan

    By Guest JSinbad, October 20, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 9, 1998

32. need retirement benefits provider

    By Guest Diane D, November 4, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 9, 1998

33. Coverage Testing (410(b) ) Query

    By Guest D_NITSCHE, November 6, 1998
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • November 6, 1998

34. Ideal Salary Calculations for more than one plan

    By Guest lkpcs, August 31, 1998
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 6, 1998

35. Prohibited Transaction?

    By Guest Jim Brennan, November 4, 1998
    • 1 reply
    • 1.6k views
    • 
    • Ervin Barham
    • November 6, 1998

36. rule of parity

    By david shipp, November 5, 1998
    • 0 replies
    • 2.3k views
    • 
    • david shipp
    • November 5, 1998

37. Is Brother of HCE an HCE?

    By Lynn Campbell, November 3, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 3, 1998

38. Definition of Lump Sum Distribution

    By Guest PALAWYER, November 3, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 3, 1998

39. Allowable Plan Administrative Expenses

    By Guest Leigh, October 29, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • November 2, 1998

40. Age Weighted Profit Sharing Plans

    By Guest MNJudy, October 27, 1998
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • October 29, 1998

41. Employees of foreign subsidiary and coverage testing

    By Guest Jim Debs, October 26, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 28, 1998

42. DC plan w/ both union and non-union participants - top heavy treatment

    By Guest robin s vatalaro, October 26, 1998
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 27, 1998

43. tax exempt employer - 15% deduction limit?

    By Guest boetgerinc, October 4, 1998
    • 4 replies
    • 2.3k views
    • 
    • richard
    • October 27, 1998

44. Hardship Withdrawal

    By Guest ducharme, October 23, 1998
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • October 23, 1998

45. ESOP Termination .... Eliminate Stock Distribution?

    By Guest Edward McElroy, October 23, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 23, 1998

46. Penalty for Missing SSA

    By richard, October 22, 1998
    • 2 replies
    • 1.7k views
    • 
    • Dawn Hafner
    • October 22, 1998

47. ESOP rollover contributions

    By Guest RAM, October 22, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 1998

48. Required distribution?

    By richard, October 17, 1998
    • 1 reply
    • 2.2k views
    • 
    • Larry M
    • October 17, 1998

49. Social Security Level Income and 417(e)

    By Guest Phil, October 7, 1998
    • 6 replies
    • 5.1k views
    • 
    • Wessex
    • October 16, 1998

50. Required Minimum Distributions

    By Guest Ken Newhouse, October 15, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • October 15, 1998