Retirement Plans in General

5,768 topics in this forum

1. DoL audit comments - Robert Doyle

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

2. Valuation Date

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

3. Forfeitures Used to Pay Administrative Expenses

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

4. Safe Harbor 401(k) Plans

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

5. 404(c) Default

   By Guest PALAWYER, November 19, 1998
   • 3 replies
   • 1.5k views
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   • LCARUSI
   • November 22, 1998

6. 401k plan wants incl independent contractors

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

7. BANKRUPTCY--PLAN BENEFITS

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

8. Fees payable by the Plan?

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

9. 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

10. 5500 Filing Exemption

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

11. Jacobson vs Highes Aircraft (Supreme Court)

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

12. Plan Continuation

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

13. DB Plan/LTD Participants/Freeze of Accrual

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

14. ISO/NQSO as Compensation

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

15. Exclusive Benefit Rule

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

16. Annual addition limitation

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

17. Repayment upon rehire

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

18. can both distributions be rolled into an IRA

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

19. DB for key employees

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

20. 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

21. Termination of Profit Sharing Plan

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

22. need retirement benefits provider

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

23. Coverage Testing (410(b) ) Query

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

24. Ideal Salary Calculations for more than one plan

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

25. Prohibited Transaction?

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

26. rule of parity

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

27. Is Brother of HCE an HCE?

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

28. Definition of Lump Sum Distribution

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

29. Allowable Plan Administrative Expenses

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

30. Age Weighted Profit Sharing Plans

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

31. Employees of foreign subsidiary and coverage testing

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

32. 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

33. tax exempt employer - 15% deduction limit?

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

34. Hardship Withdrawal

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

35. ESOP Termination .... Eliminate Stock Distribution?

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

36. Penalty for Missing SSA

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

37. ESOP rollover contributions

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

38. Required distribution?

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

39. Social Security Level Income and 417(e)

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

40. Required Minimum Distributions

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

41. Exclusion of Davis Bacon Employees

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

42. Salary Deferral for Small Business employee/shareholders?

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

43. Pension Box - 1978 W2

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

44. Document Rate

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

45. 5500 NEVER FILED UNTIL NOW

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

46. Terminating DC Plan

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

47. Integrated profit-sharing plan with partial year eligibility

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

48. vESTING ON TERMINATION

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

49. Predecessor Employer

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

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

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