Retirement Plans in General

5,772 topics in this forum

1. How to Claim a refund for taxes withheld from dividends

   By Appleby, March 2, 2006
   • 4 replies
   • 2k views
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   • Appleby
   • March 7, 2006

2. Prior Service Credit

   By Scott, February 24, 2006
   • 0 replies
   • 1.3k views
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   • Scott
   • February 24, 2006

3. Cannot locate deferred vested participants

   By mal, February 24, 2006
   • 3 replies
   • 1.9k views
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   • Guest
   • February 27, 2006

4. Type of business entity as factor in establishing PS Plan?

   By billfgrady, February 23, 2006
   • 4 replies
   • 1.9k views
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   • Belgarath
   • February 23, 2006

5. Forms 1099-R and 945

   By imchipbrown, February 18, 2006
   • 1 reply
   • 1.7k views
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   • WDIK
   • February 21, 2006

6. Partnership income for entry date compensation?

   By Guest esi-jht, February 17, 2006
   • 1 reply
   • 1.5k views
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   • Guest
   • February 17, 2006

7. ASG

   By Guest Beacon, February 17, 2006
   • 1 reply
   • 1.5k views
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   • Ron Snyder
   • February 17, 2006

8. Hours of Service for Eligibility

   By mming, February 17, 2006
   • 0 replies
   • 1.3k views
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   • mming
   • February 17, 2006

9. When Must A Plan Be Executed?

   By Scott, February 16, 2006
   • 3 replies
   • 1.6k views
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   • Guest
   • February 16, 2006

10. IRS Quality Assurance Bulletin 2006-3, Part-Time Employees Revisited

    By Everett Moreland, February 16, 2006
    • 3 replies
    • 5.1k views
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    • BG5150
    • July 16, 2019

11. Stock Attribution and Controlled Group Determination

    By Guest EMM118, February 16, 2006
    • 1 reply
    • 1.6k views
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    • Guest
    • February 16, 2006

12. Correcting Form 945

    By Guest terric, February 16, 2006
    • 1 reply
    • 1.8k views
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    • Bird
    • February 16, 2006

13. "Controlled group" and coverage (dis-)aggregation

    By AlbanyConsultant, February 15, 2006
    • 0 replies
    • 1.8k views
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    • AlbanyConsultant
    • February 15, 2006

14. Military Leave and a Plan that requires Mandatory Contributions

    By Guest MikeD, February 10, 2006
    • 0 replies
    • 1.1k views
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    • Guest
    • February 10, 2006

15. Eligibility requirements

    By Guest terric, February 10, 2006
    • 4 replies
    • 2.4k views
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    • JAY21
    • February 13, 2006

16. What to include as compensation

    By Santo Gold, February 10, 2006
    • 4 replies
    • 2k views
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    • Tom Poje
    • February 10, 2006

17. break-in-service

    By Guest umike, February 10, 2006
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • February 10, 2006

18. Two tiered MP allocation

    By Guest LoloV, February 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 10, 2006

19. SAR - Information required to be given to participant

    By Guest terric, February 9, 2006
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • February 24, 2006

20. using IRA funds to purchase a business

    By Guest jigpsu, February 8, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 9, 2006

21. Maryland Social Security Number Privacy Act

    By stephen, February 8, 2006
    • 4 replies
    • 3.9k views
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    • E as in ERISA
    • February 8, 2006

22. contribution to plan as incentive comp

    By Guest cac3900, February 3, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 3, 2006

23. schedule K1 income

    By eilano, February 3, 2006
    • 4 replies
    • 4.7k views
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    • JAY21
    • February 7, 2006

24. QDRO distributions & top heavy determination

    By Guest jim williams, January 31, 2006
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • February 1, 2006

25. HCE waiver

    By Santo Gold, January 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Effen
    • January 31, 2006

26. 404 excess

    By Earl, January 31, 2006
    • 3 replies
    • 2.4k views
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    • Belgarath
    • January 31, 2006

27. Asset Sale

    By Guest jetfaninmn, January 25, 2006
    • 2 replies
    • 1.4k views
    • 
    • Locust
    • January 26, 2006

28. Can SAR reflect assumed name of sponsor?

    By chris, January 24, 2006
    • 6 replies
    • 1.5k views
    • 
    • chris
    • January 25, 2006

29. Fiduciary responsibility in an ERISA plan

    By Don Levit, January 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • January 25, 2006

30. Can a Trust Adopt a Qualified Plan?

    By namealreadyinuse, January 20, 2006
    • 0 replies
    • 1.5k views
    • 
    • namealreadyinuse
    • January 20, 2006

31. Original amendment period to adopt ERISA

    By JanetM, January 19, 2006
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • January 20, 2006

32. Over Contributed

    By Guest lindamichals, January 18, 2006
    • 5 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 19, 2006

33. Elapsed time vesting

    By rcline46, January 18, 2006
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • January 19, 2006

34. Form 1099-R: Distribution to a minor

    By Lori Friedman, January 16, 2006
    • 1 reply
    • 2.5k views
    • 
    • JanetM
    • January 16, 2006

35. SPD update

    By Guest Tammy2006, January 15, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 16, 2006

36. Are ESOP shares counted for 5% owner determination?

    By jukeboy56, January 13, 2006
    • 3 replies
    • 2.2k views
    • 
    • E as in ERISA
    • January 13, 2006

37. Sole Prop. Maintained a SEP-IRA; Incorporates and Establishes a DBPP in December

    By Guest EMM118, January 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2006

38. Charging expenses to terminated participants' accounts

    By Guest terric, January 12, 2006
    • 2 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 12, 2006

39. Davis Bacon & Coverage testing

    By Guest penfirn, January 9, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 9, 2006

40. Canadian Citizen Serving as Plan Trustee

    By Guest EMM118, January 6, 2006
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • January 6, 2006

41. Best way to change name of employer

    By Guest esi-jht, January 5, 2006
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • January 9, 2006

42. Normal Retirement Age and full vesting

    By Guest RACHELP, January 3, 2006
    • 3 replies
    • 2.4k views
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    • david rigby
    • January 4, 2006

43. outsourcing pensions work - pros and cons

    By Guest student_actuary, January 2, 2006
    • 9 replies
    • 5.9k views
    • 
    • Guest
    • February 3, 2006

44. Final Roth 401(k) Regs

    By Appleby, January 1, 2006
    • 0 replies
    • 1.1k views
    • 
    • Appleby
    • January 1, 2006

45. Katrina amendments

    By MarZDoates, December 28, 2005
    • 1 reply
    • 1.4k views
    • 
    • E as in ERISA
    • December 28, 2005

46. Rollover

    By Guest JD698, December 28, 2005
    • 0 replies
    • 1.1k views
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    • Guest
    • December 28, 2005

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

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

48. 1099 income only

    By Santo Gold, December 22, 2005
    • 8 replies
    • 2.6k views
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    • himt4
    • December 23, 2005

49. Box 13 on Form W-2

    By Guest Tad77, December 20, 2005
    • 1 reply
    • 3.2k views
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    • JanetM
    • December 20, 2005

50. Employer tax credit

    By Santo Gold, December 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • December 16, 2005