Retirement Plans in General

5,791 topics in this forum

1. Definition of Lump Sum Distribution

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

2. Allowable Plan Administrative Expenses

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

3. Age Weighted Profit Sharing Plans

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

4. Employees of foreign subsidiary and coverage testing

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

5. 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

6. tax exempt employer - 15% deduction limit?

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

7. Hardship Withdrawal

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

8. ESOP Termination .... Eliminate Stock Distribution?

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

9. Penalty for Missing SSA

   By richard, October 22, 1998
   • 2 replies
   • 1.8k views
   • 
   • Dawn Hafner
   • October 22, 1998

10. ESOP rollover contributions

    By Guest RAM, October 22, 1998
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 22, 1998

11. Required distribution?

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

12. Social Security Level Income and 417(e)

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

13. Required Minimum Distributions

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

14. Exclusion of Davis Bacon Employees

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

15. Salary Deferral for Small Business employee/shareholders?

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

16. Pension Box - 1978 W2

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

17. Document Rate

    By imchipbrown, October 7, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 8, 1998

18. 5500 NEVER FILED UNTIL NOW

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

19. Terminating DC Plan

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

20. Integrated profit-sharing plan with partial year eligibility

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

21. vESTING ON TERMINATION

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

22. Predecessor Employer

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

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

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

24. ESOP

    By Guest pension doc, September 14, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 29, 1998

25. Bringing Back Termined EE to Pass Coverage

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

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

    By Guest ERead, September 25, 1998
    • 1 reply
    • 2.7k views
    • 
    • david shipp
    • September 25, 1998

27. Control Group Definition

    By Guest Kerry, September 25, 1998
    • 1 reply
    • 3.8k views
    • 
    • Dawn Hafner
    • September 25, 1998

28. Insurance Policy in Profit Sharing Plan

    By Guest boetgerinc, September 15, 1998
    • 6 replies
    • 6.8k views
    • 
    • Guest
    • September 24, 1998

29. Divorce Calculations

    By Guest BPS, September 24, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 24, 1998

30. Interim Valuation Required for ESOP Termination

    By Guest Edward McElroy, September 14, 1998
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 17, 1998

31. IRS AUDIT

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

32. 5500 Filing on new plan

    By Guest MMorgan, September 11, 1998
    • 4 replies
    • 2.6k views
    • 
    • imchipbrown
    • September 17, 1998

33. Vesting Pre-ERISA

    By Guest Corey, September 16, 1998
    • 2 replies
    • 5.8k views
    • 
    • Guest
    • September 16, 1998

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

    By Guest BobParks, September 3, 1998
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • September 12, 1998

35. Contributions to Ineligible Employees

    By Guest ERead, September 8, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • September 8, 1998

36. design and philosophy of benefit plan

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

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

    By mwyatt, September 3, 1998
    • 0 replies
    • 2.4k views
    • 
    • mwyatt
    • September 3, 1998

38. GUST Amendments

    By Guest Toby P London, August 31, 1998
    • 1 reply
    • 2.7k views
    • 
    • Dave Baker
    • September 1, 1998

39. retirement plans in mergers and acquisitions

    By Guest Deborah Grace, August 28, 1998
    • 1 reply
    • 3k views
    • 
    • Ervin Barham
    • August 31, 1998

40. franchise retirement plans

    By Guest pdiam, August 28, 1998
    • 2 replies
    • 2.9k views
    • 
    • imchipbrown
    • August 30, 1998

41. Small plans and Forbes August 10th issue

    By Guest BobParks, August 20, 1998
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • August 23, 1998

42. "It's not always easy for entrepreneurs to find the right retirem

    By Guest BobParks, August 22, 1998
    • 0 replies
    • 3k views
    • 
    • Guest
    • August 22, 1998

43. SMART Pension Plan Update?

    By Guest Peg H, August 19, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • August 20, 1998