Retirement Plans in General

5,772 topics in this forum

1. Top Heavy Minimums

   By perkinsran, July 27, 2006
   • 1 reply
   • 1.4k views
   • 
   • Sully
   • July 27, 2006

2. QSLOBs

   By J. Bringhurst, July 27, 2006
   • 0 replies
   • 1.4k views
   • 
   • J. Bringhurst
   • July 27, 2006

3. Allocation of Forfeitures in Frozen MPPP

   By chris, July 10, 2006
   • 5 replies
   • 1.8k views
   • 
   • chris
   • July 11, 2006

4. Is money that is distributable from Plan A still distributable after transfer to Plan B?

   By Übernerd, July 7, 2006
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 7, 2006

5. Mass Marriage Law and ERISA

   By mwyatt, July 7, 2006
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • July 7, 2006

6. Rollover from DC plan to DB Plan

   By Guest TedMunice, June 28, 2006
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • June 30, 2006

7. top heavy plan

   By eilano, June 29, 2006
   • 1 reply
   • 1.3k views
   • 
   • Nate X
   • June 29, 2006

8. Admin fees passed onto participants

   By Santo Gold, June 14, 2006
   • 7 replies
   • 1.8k views
   • 
   • Nate X
   • June 27, 2006

9. Unsure of Controlled Group Status

   By mming, June 27, 2006
   • 3 replies
   • 2k views
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   • Belgarath
   • June 27, 2006

10. valuation of bonds

    By Guest deathbycashcall, June 26, 2006
    • 4 replies
    • 1.4k views
    • 
    • Bird
    • June 27, 2006

11. testing 2 profit sharing allocations in the same plan

    By Santo Gold, June 19, 2006
    • 7 replies
    • 2.5k views
    • 
    • AndyH
    • June 20, 2006

12. Elapsed Time Question

    By eclark, June 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • stephen
    • June 20, 2006

13. SS-4

    By Archimage, May 24, 2006
    • 3 replies
    • 1.6k views
    • 
    • wsp
    • June 17, 2006

14. Affiliated Service Group

    By JAY21, June 6, 2006
    • 4 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • June 16, 2006

15. 401(h) Accounts

    By Ron Snyder, June 14, 2006
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • June 15, 2006

16. Loan Payments

    By Guest hobbes, June 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • June 15, 2006

17. Compensation in Top-Heavy PS Plan

    By Guest notapensiongeek, June 12, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 14, 2006

18. top heavy

    By Guest lskin, June 12, 2006
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • June 13, 2006

19. How to treat reimbursement of management fees in PS trust

    By Beltane, June 8, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 11, 2006

20. Can someone explain this to me?

    By Guest DenL, June 8, 2006
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • June 9, 2006

21. changing to 1000 hours/last day requirement in mid year

    By Santo Gold, June 8, 2006
    • 4 replies
    • 3k views
    • 
    • wsp
    • June 9, 2006

22. Eligibility rules following change to covered status

    By AndyH, June 6, 2006
    • 4 replies
    • 1.4k views
    • 
    • AndyH
    • June 6, 2006

23. Key Employee definition

    By Santo Gold, June 2, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 2, 2006

24. Electronic Beneficiary Designations

    By Guest TrustMe401k, June 2, 2006
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • June 2, 2006

25. 415 Self Employed

    By Guest mcw, May 24, 2006
    • 9 replies
    • 1.7k views
    • 
    • saabraa
    • May 24, 2006

26. testing

    By Guest lskin, May 23, 2006
    • 9 replies
    • 1.9k views
    • 
    • Jim Norman
    • May 24, 2006

27. Compensation from an LLC

    By Santo Gold, May 23, 2006
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • May 24, 2006

28. Employer Stock

    By Guest TCP, May 17, 2006
    • 3 replies
    • 1.6k views
    • 
    • WDIK
    • May 23, 2006

29. Who Technically Sponsors Orphan Plan -

    By namealreadyinuse, May 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • Ron Snyder
    • May 19, 2006

30. Employment conditions

    By Belgarath, May 16, 2006
    • 29 replies
    • 5.5k views
    • 
    • rcline46
    • May 19, 2006

31. nonstandardized plans

    By Guest lskin, May 18, 2006
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • May 18, 2006

32. Compensation and highly compensated

    By Guest P Williamson, May 18, 2006
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • May 18, 2006

33. Key Employee Determination

    By Guest DTromb, May 17, 2006
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • May 18, 2006

34. Clarification on Definition of W-2 Compensation

    By Guest TPA4ADAY, May 17, 2006
    • 0 replies
    • 4.8k views
    • 
    • Guest
    • May 17, 2006

35. Prohibited transaction -- 408(d) exemption takeback

    By Guest Clio, May 15, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 15, 2006

36. Discriminatory plan

    By Belgarath, May 11, 2006
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • May 12, 2006

37. What is a master trust?

    By Guest Boilerburm1, May 10, 2006
    • 6 replies
    • 18.9k views
    • 
    • jevd
    • May 12, 2006

38. Prohibited transactions

    By Guest lskin, May 11, 2006
    • 3 replies
    • 1.5k views
    • 
    • jevd
    • May 11, 2006

39. Prohibited Transaction

    By Guest lskin, May 3, 2006
    • 5 replies
    • 1.5k views
    • 
    • GBurns
    • May 5, 2006

40. Life insurance

    By SMB, May 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • May 5, 2006

41. Target Benefit Investment options

    By Santo Gold, April 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 28, 2006

42. Cost Effective Software for Combined Plan Testing

    By Guest EMM118, April 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • April 28, 2006

43. Multiple Changes in Controlled Group Membership

    By Guest Grumpy456, April 18, 2006
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • April 27, 2006

44. Best retirement pension plan

    By Guest joeyd, January 25, 2005
    • 47 replies
    • 8.3k views
    • 
    • Larry M
    • April 26, 2006

45. Investment Advisors and fiduciary liability

    By katieinny, April 25, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 26, 2006

46. Multiple Employer Plan Document

    By Archimage, April 20, 2006
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • April 24, 2006

47. no plan sponsor

    By Guest BonnieG, April 21, 2006
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 21, 2006

48. 5500 Codes for Line 8a

    By Below Ground, April 21, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • April 21, 2006

49. Who is an HCE

    By Guest SDPension, April 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • April 20, 2006

50. Plan Entry Date

    By Guest CharlieLaur, April 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2006