Retirement Plans in General

5,791 topics in this forum

1. Correcting Form 945

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

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

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

3. Eligibility requirements

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

4. break-in-service

   By Guest umike, February 10, 2006
   • 6 replies
   • 2.8k views
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   • Guest
   • February 10, 2006

5. Military Leave and a Plan that requires Mandatory Contributions

   By Guest MikeD, February 10, 2006
   • 0 replies
   • 1.2k views
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   • Guest
   • February 10, 2006

6. What to include as compensation

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

7. Two tiered MP allocation

   By Guest LoloV, February 9, 2006
   • 1 reply
   • 1.4k views
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   • Mike Preston
   • February 10, 2006

8. using IRA funds to purchase a business

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

9. 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

10. schedule K1 income

    By eilano, February 3, 2006
    • 4 replies
    • 4.8k views
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    • JAY21
    • February 7, 2006

11. contribution to plan as incentive comp

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

12. outsourcing pensions work - pros and cons

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

13. QDRO distributions & top heavy determination

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

14. HCE waiver

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

15. 404 excess

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

16. Asset Sale

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

17. Can SAR reflect assumed name of sponsor?

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

18. Fiduciary responsibility in an ERISA plan

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

19. Original amendment period to adopt ERISA

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

20. Can a Trust Adopt a Qualified Plan?

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

21. Over Contributed

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

22. Elapsed time vesting

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

23. Form 1099-R: Distribution to a minor

    By Lori Friedman, January 16, 2006
    • 1 reply
    • 2.6k views
    • 
    • JanetM
    • January 16, 2006

24. SPD update

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

25. 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

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

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

27. Charging expenses to terminated participants' accounts

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

28. Best way to change name of employer

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

29. Davis Bacon & Coverage testing

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

30. Canadian Citizen Serving as Plan Trustee

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

31. Normal Retirement Age and full vesting

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

32. employee gets both w-2 and 1099 income

    By himt4, December 13, 2005
    • 19 replies
    • 8.7k views
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    • himt4
    • January 3, 2006

33. Final Roth 401(k) Regs

    By Appleby, January 1, 2006
    • 0 replies
    • 1.2k views
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    • Appleby
    • January 1, 2006

34. Katrina amendments

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

35. Rollover

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

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

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

37. 1099 income only

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

38. 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

39. Employer tax credit

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

40. Doctor and Affiliated Service Group

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

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

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

42. 2005 Profit Sharing Max

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

43. Plan Adoption Timing

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

44. family limited partnerships

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

45. PLR 9437042- Need a Copy

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

46. Controlled Group Question

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

47. TEFRA/DEFRA/REA

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

48. Tax Withholding on a minimum required distribution

    By Guest terric, December 1, 2005
    • 1 reply
    • 2.3k views
    • 
    • R. Butler
    • December 5, 2005

49. Section 404 excess and plan termination

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

50. Submission of Vol. Submitter Adopter

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