Retirement Plans in General

5,751 topics in this forum

1. can both distributions be rolled into an IRA

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

2. DB for key employees

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

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

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

4. Termination of Profit Sharing Plan

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

5. need retirement benefits provider

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

6. Coverage Testing (410(b) ) Query

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

7. Ideal Salary Calculations for more than one plan

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

8. Prohibited Transaction?

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

9. rule of parity

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

10. Is Brother of HCE an HCE?

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

11. Definition of Lump Sum Distribution

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

12. Allowable Plan Administrative Expenses

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

13. Age Weighted Profit Sharing Plans

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

14. Employees of foreign subsidiary and coverage testing

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

15. 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

16. tax exempt employer - 15% deduction limit?

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

17. Hardship Withdrawal

    By Guest ducharme, October 23, 1998
    • 1 reply
    • 2.6k views
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    • Guest
    • October 23, 1998

18. ESOP Termination .... Eliminate Stock Distribution?

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

19. Penalty for Missing SSA

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

20. ESOP rollover contributions

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

21. Required distribution?

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

22. Social Security Level Income and 417(e)

    By Guest Phil, October 7, 1998
    • 6 replies
    • 5k views
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    • Wessex
    • October 16, 1998

23. Required Minimum Distributions

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

24. Exclusion of Davis Bacon Employees

    By Guest rshrake, October 6, 1998
    • 1 reply
    • 2.2k views
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    • Guest
    • October 13, 1998

25. Salary Deferral for Small Business employee/shareholders?

    By Guest mark, September 24, 1998
    • 2 replies
    • 2.6k views
    • 
    • Lorraine Dorsa
    • October 9, 1998

26. Pension Box - 1978 W2

    By Guest Corey, October 8, 1998
    • 1 reply
    • 2.3k views
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    • Guest
    • October 8, 1998

27. Document Rate

    By imchipbrown, October 7, 1998
    • 1 reply
    • 2.1k views
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    • Guest
    • October 8, 1998

28. 5500 NEVER FILED UNTIL NOW

    By Dawn Hafner, October 2, 1998
    • 5 replies
    • 2.3k views
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    • Ervin Barham
    • October 8, 1998

29. Terminating DC Plan

    By Guest Jim Brennan, October 7, 1998
    • 1 reply
    • 1.9k views
    • 
    • Lynn Campbell
    • October 8, 1998

30. Integrated profit-sharing plan with partial year eligibility

    By Guest rand32, October 2, 1998
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 6, 1998

31. vESTING ON TERMINATION

    By Guest Cbanarer, October 2, 1998
    • 1 reply
    • 2k views
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    • imchipbrown
    • October 3, 1998

32. Predecessor Employer

    By Guest kjungkin, October 1, 1998
    • 1 reply
    • 2.3k views
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    • david shipp
    • October 1, 1998

33. Money Purchase merger with 401(k) Profit Sharing

    By Dawn Hafner, September 21, 1998
    • 2 replies
    • 2.4k views
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    • Dawn Hafner
    • September 30, 1998

34. ESOP

    By Guest pension doc, September 14, 1998
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 29, 1998

35. Bringing Back Termined EE to Pass Coverage

    By Guest Cyndy, September 15, 1998
    • 3 replies
    • 2.2k views
    • 
    • Dave Baker
    • September 29, 1998

36. H.R. 4152 & S. 2249 ? SMART ?

    By Guest ERead, September 25, 1998
    • 1 reply
    • 2.6k views
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    • david shipp
    • September 25, 1998

37. Control Group Definition

    By Guest Kerry, September 25, 1998
    • 1 reply
    • 3.7k views
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    • Dawn Hafner
    • September 25, 1998

38. Insurance Policy in Profit Sharing Plan

    By Guest boetgerinc, September 15, 1998
    • 6 replies
    • 6.5k views
    • 
    • Guest
    • September 24, 1998

39. Divorce Calculations

    By Guest BPS, September 24, 1998
    • 0 replies
    • 2.1k views
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    • Guest
    • September 24, 1998

40. Interim Valuation Required for ESOP Termination

    By Guest Edward McElroy, September 14, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • September 17, 1998

41. IRS AUDIT

    By Guest kp, September 17, 1998
    • 0 replies
    • 2.1k views
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    • Guest
    • September 17, 1998

42. 5500 Filing on new plan

    By Guest MMorgan, September 11, 1998
    • 4 replies
    • 2.5k views
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    • imchipbrown
    • September 17, 1998

43. Vesting Pre-ERISA

    By Guest Corey, September 16, 1998
    • 2 replies
    • 5.7k views
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    • Guest
    • September 16, 1998

44. "Private" Pension Plans Good Idea or Not?

    By Guest BobParks, September 3, 1998
    • 5 replies
    • 3.4k views
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    • Guest
    • September 12, 1998

45. Contributions to Ineligible Employees

    By Guest ERead, September 8, 1998
    • 1 reply
    • 2.5k views
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    • Guest
    • September 8, 1998

46. design and philosophy of benefit plan

    By Guest wex4, September 3, 1998
    • 1 reply
    • 2.7k views
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    • Guest
    • September 6, 1998

47. Restatement of ongoing plans for SBJA '96 and TRA '97

    By mwyatt, September 3, 1998
    • 0 replies
    • 2.3k views
    • 
    • mwyatt
    • September 3, 1998

48. GUST Amendments

    By Guest Toby P London, August 31, 1998
    • 1 reply
    • 2.6k views
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    • Dave Baker
    • September 1, 1998

49. retirement plans in mergers and acquisitions

    By Guest Deborah Grace, August 28, 1998
    • 1 reply
    • 2.9k views
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    • Ervin Barham
    • August 31, 1998

50. franchise retirement plans

    By Guest pdiam, August 28, 1998
    • 2 replies
    • 2.8k views
    • 
    • imchipbrown
    • August 30, 1998