Retirement Plans in General

5,781 topics in this forum

1. contribution to plan as incentive comp

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

2. outsourcing pensions work - pros and cons

   By Guest student_actuary, January 2, 2006
   • 9 replies
   • 6k views
   • 
   • Guest
   • February 3, 2006

3. QDRO distributions & top heavy determination

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

4. HCE waiver

   By Santo Gold, January 31, 2006
   • 2 replies
   • 1.5k views
   • 
   • Effen
   • January 31, 2006

5. 404 excess

   By Earl, January 31, 2006
   • 3 replies
   • 2.5k views
   • 
   • Belgarath
   • January 31, 2006

6. Asset Sale

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

7. Can SAR reflect assumed name of sponsor?

   By chris, January 24, 2006
   • 6 replies
   • 1.6k views
   • 
   • chris
   • January 25, 2006

8. Fiduciary responsibility in an ERISA plan

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

9. Original amendment period to adopt ERISA

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

10. Can a Trust Adopt a Qualified Plan?

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

11. Over Contributed

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

12. Elapsed time vesting

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

13. Form 1099-R: Distribution to a minor

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

14. SPD update

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

15. 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

16. 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

17. Charging expenses to terminated participants' accounts

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

18. Best way to change name of employer

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

19. Davis Bacon & Coverage testing

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

20. Canadian Citizen Serving as Plan Trustee

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

21. Normal Retirement Age and full vesting

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

22. employee gets both w-2 and 1099 income

    By himt4, December 13, 2005
    • 19 replies
    • 8.6k views
    • 
    • himt4
    • January 3, 2006

23. Final Roth 401(k) Regs

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

24. Katrina amendments

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

25. Rollover

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

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

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

27. 1099 income only

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

28. Box 13 on Form W-2

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

29. Employer tax credit

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

30. Doctor and Affiliated Service Group

    By Guest EMM118, December 15, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2005

31. Small 501(c)3 looking to establish Benefit Program

    By Guest Nicholas, December 13, 2005
    • 2 replies
    • 3.4k views
    • 
    • Larry M
    • December 13, 2005

32. 2005 Profit Sharing Max

    By Guest steve55, December 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • December 13, 2005

33. Plan Adoption Timing

    By Guest rslagle224, December 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • December 9, 2005

34. family limited partnerships

    By Guest lskin, December 7, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2005

35. PLR 9437042- Need a Copy

    By Appleby, December 7, 2005
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • December 7, 2005

36. Controlled Group Question

    By Guest carsonv, December 7, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • December 7, 2005

37. TEFRA/DEFRA/REA

    By waid10, December 5, 2005
    • 2 replies
    • 3.2k views
    • 
    • saabraa
    • December 6, 2005

38. Tax Withholding on a minimum required distribution

    By Guest terric, December 1, 2005
    • 1 reply
    • 2.2k views
    • 
    • R. Butler
    • December 5, 2005

39. Section 404 excess and plan termination

    By Sully, November 30, 2005
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • December 2, 2005

40. Submission of Vol. Submitter Adopter

    By chris, November 30, 2005
    • 2 replies
    • 1.7k views
    • 
    • WDIK
    • November 30, 2005

41. Prohibited Transaction?

    By eilano, November 30, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 30, 2005

42. TPA service issues

    By eilano, November 17, 2005
    • 6 replies
    • 2.6k views
    • 
    • Erik Read
    • November 23, 2005

43. Controlled Group

    By Effen, November 16, 2005
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2005

44. Control Group Brother-sister relationship

    By Stevo-PDX, October 26, 2005
    • 5 replies
    • 3.2k views
    • 
    • Belgarath
    • November 16, 2005

45. 404(c) and brokerage accounts

    By AlbanyConsultant, November 10, 2005
    • 4 replies
    • 3.2k views
    • 
    • Erik Read
    • November 15, 2005

46. Granting Hypothetical Service in a DB Plan

    By Guest Grumpy456, November 15, 2005
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005

47. Owner excluding union employees from plan

    By Guest Mr. Relaxation, November 5, 2003
    • 7 replies
    • 3.1k views
    • 
    • Guest
    • November 14, 2005

48. 2 Incomes employee and self employed

    By Guest szaidman, November 14, 2005
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • November 14, 2005

49. Returned from ASPPA

    By Tom Poje, November 9, 2005
    • 18 replies
    • 3.8k views
    • 
    • Guest
    • November 11, 2005

50. "Plan Year Compensation" under 1.401(a)(4)-12 for safe harbor dc plan - inconsistent results

    By AndyH, November 4, 2005
    • 2 replies
    • 2.7k views
    • 
    • AndyH
    • November 4, 2005