Retirement Plans in General

5,781 topics in this forum

1. sole proprietor incoorporated

   By Guest AAASIMON, April 1, 1999
   • 1 reply
   • 1.5k views
   • 
   • Ervin Barham
   • April 2, 1999

2. Is anyone using force majeure to excuse not performing a contract?

   By Peter Gulia, March 25, 2020   

   • service agreement
   • 5 replies
   • 1.5k views
   • 
   • Larry Starr
   • March 25, 2020

3. 12(b)(1) fees - can broker/dealer pocket them on their own plan if the

   By Guest michaelv, October 31, 2000
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • December 5, 2000

4. We recently changed administrators mid-year and were told by the new a

   By Guest mia, April 19, 2001
   • 1 reply
   • 1.5k views
   • 
   • Medusa
   • April 19, 2001

5. Another Plan Expense Issue

   By Guest djsimonetti, February 6, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • February 8, 1999

6. Severance Pay Included or Excluded in different safe-harbor definition

   By John A, December 21, 1999
   • 0 replies
   • 1.5k views
   • 
   • John A
   • December 21, 1999

7. leasing organizations and retirement plans - top heavy issue

   By eilano, January 19, 2001
   • 2 replies
   • 1.5k views
   • 
   • dmb
   • January 19, 2001

8. Section 204(h) Notice when MPP merged into a PSP

   By Guest JDansa, July 22, 2003
   • 6 replies
   • 1.5k views
   • 
   • KJohnson
   • July 23, 2003

9. Document Production

   By ccassetty, November 2, 2001
   • 2 replies
   • 1.5k views
   • 
   • ccassetty
   • November 5, 2001

10. Replacement Plan

    By K2, November 14, 2018
    • 6 replies
    • 1.5k views
    • 
    • K2
    • November 19, 2018

11. Husband owns 6.4%, Wife owns 39.82% . . . whose ownership %?

    By Guest LWilson, July 29, 2002
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • July 29, 2002

12. Does the Corbel document provide for expenses to be paid from the trus

    By jkharvey, February 5, 2001
    • 0 replies
    • 1.5k views
    • 
    • jkharvey
    • February 5, 2001

13. What are the differences between the "non-traditional" OBRA

    By Guest Brandi King, October 3, 2000
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 7, 2000

14. Plan document issues when sponsoring finan. insti. is bought by anothe

    By Guest Kathleen Fouquet, September 13, 2001
    • 2 replies
    • 1.5k views
    • 
    • Alan Simpson
    • September 13, 2001

15. Solo 401(k) for sole proprietor w/multiple interests

    By Guest CjinSF, December 25, 2005
    • 1 reply
    • 1.5k views
    • 
    • saabraa
    • December 25, 2005

16. Software for tracking client activity

    By mwyatt, October 11, 2003
    • 0 replies
    • 1.5k views
    • 
    • mwyatt
    • October 11, 2003

17. GayleAkrai Wrote....

    By Guest ERead, March 26, 1999
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 27, 1999

18. Plan documents & Docusign

    By doombuggy, September 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • doombuggy
    • October 1, 2009

19. Commingling DB & Participant Directed DC Assets

    By Dennis Povloski, August 6, 2010
    • 2 replies
    • 1.5k views
    • 
    • Dennis Povloski
    • August 6, 2010

20. Cutback of Accrued Benefit

    By Christine Roberts, July 20, 1999
    • 2 replies
    • 1.5k views
    • 
    • Christine Roberts
    • July 21, 1999

21. Self Directed Accounts

    By Guest JimJ, September 4, 2001
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 4, 2001

22. prohibited transactions

    By Guest scr, July 30, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 30, 1999

23. Taking a poll - assign plan number to SEP or SIMPLE-IRA?

    By Belgarath, February 3, 2015
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • February 3, 2015

24. BANKRUPTCY--PLAN BENEFITS

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

25. Plan fees

    By PJaeger, August 10, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • August 10, 2001

26. Ogden Utah address

    By John A, November 27, 2001
    • 0 replies
    • 1.5k views
    • 
    • John A
    • November 27, 2001

27. Waiver of Participation

    By smm, July 2, 2001
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 10, 2001

28. Bonding and Directed Trustees/Custodians

    By KJohnson, October 3, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 4, 2000

29. Can partner participant write a personal check for discretionary PSP c

    By Moe Howard, November 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • Erik Read
    • November 7, 2001

30. Employer is refusing to make the 3% NESH

    By Jakyasar, July 23, 2024
    • 11 replies
    • 1.5k views
    • 
    • Madison71
    • July 25, 2024

31. USERRA for Voluntary Service?

    By Christine Roberts, April 20, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 8, 1999

32. Questionable Date of Employment

    By Susan S., January 29, 2014
    • 11 replies
    • 1.5k views
    • 
    • K2retire
    • January 31, 2014

33. DB for key employees

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

34. Prohibited transaction?

    By k man, November 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 21, 2000

35. Controlling plan provision: plan at time of death or time of correction?

    By t.haley, February 26, 2024
    • 12 replies
    • 1.5k views
    • 
    • MoJo
    • March 1, 2024

36. Has IRS approved language for GATT, SBJPA, USERRA, TRA '97.....?

    By chris, January 19, 1999
    • 0 replies
    • 1.5k views
    • 
    • chris
    • January 19, 1999

37. Corp. Trustee/Self-Trustee

    By Christine Roberts, June 17, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • June 18, 1999

38. Controlled Group

    By chris, December 1, 1999
    • 1 reply
    • 1.5k views
    • 
    • EGB
    • December 1, 1999

39. Income determination - multiple schedule c's

    By Jakyasar, February 3, 2023
    • 8 replies
    • 1.5k views
    • 
    • Jakyasar
    • February 6, 2023

40. DB Plan/LTD Participants/Freeze of Accrual

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

41. Participant statments

    By Jim Chad, March 22, 2007
    • 3 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 28, 2007

42. Benefits for Federal Credit Unions

    By Christine Roberts, December 1, 1999
    • 2 replies
    • 1.5k views
    • 
    • davef
    • December 2, 1999

43. Refinance Loan

    By Guest tajcc, December 21, 2006
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • December 21, 2006

44. Plan expense reimbursement question

    By Guest newbenefitsguy, December 15, 2011
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • December 15, 2011

45. Timing of Excess DB Assets to a DC plan

    By JButtrick, December 4, 2013   

    • termination
    • escrow
    • (and 1 more)

      Tagged with:

      • termination
      • escrow
      • timing
    • 0 replies
    • 1.5k views
    • 
    • JButtrick
    • December 4, 2013

46. Puerto Rico Plan Reference Book

    By buckaroo, November 30, 2007
    • 0 replies
    • 1.5k views
    • 
    • buckaroo
    • November 30, 2007

47. Returning Employer Contributoin

    By Chey1999, March 18, 2015
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 19, 2015

48. New 401(k) Plan and Eligibility

    By AJC, October 28, 2019
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 7, 2020

49. Canadian Related Entity

    By Guest RS Vatalaro, July 13, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 14, 1999

50. Quick Controlled Group Question

    By Guest Beavis, January 9, 1999
    • 2 replies
    • 1.5k views
    • 
    • Dave Baker
    • January 9, 1999