Retirement Plans in General

5,819 topics in this forum

1. Elapsed time vesting

   By rcline46, January 18, 2006
   • 1 reply
   • 2.8k views
   • 
   • Tom Poje
   • January 19, 2006

2. Form 1099-R: Distribution to a minor

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

3. SPD update

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

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

   By jukeboy56, January 13, 2006
   • 3 replies
   • 2.3k views
   • 
   • E as in ERISA
   • January 13, 2006

5. 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

6. Charging expenses to terminated participants' accounts

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

7. Best way to change name of employer

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

8. Davis Bacon & Coverage testing

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

9. Canadian Citizen Serving as Plan Trustee

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

10. Normal Retirement Age and full vesting

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

11. employee gets both w-2 and 1099 income

    By himt4, December 13, 2005
    • 19 replies
    • 9.5k views
    • 
    • himt4
    • January 3, 2006

12. Final Roth 401(k) Regs

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

13. Katrina amendments

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

14. Rollover

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

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

    By Guest CjinSF, December 25, 2005
    • 1 reply
    • 1.6k views
    • 
    • saabraa
    • December 25, 2005

16. 1099 income only

    By Santo Gold, December 22, 2005
    • 8 replies
    • 2.7k views
    • 
    • himt4
    • December 23, 2005

17. Box 13 on Form W-2

    By Guest Tad77, December 20, 2005
    • 1 reply
    • 3.4k views
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    • JanetM
    • December 20, 2005

18. Employer tax credit

    By Santo Gold, December 16, 2005
    • 1 reply
    • 1.5k views
    • 
    • Archimage
    • December 16, 2005

19. Doctor and Affiliated Service Group

    By Guest EMM118, December 15, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • December 15, 2005

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

    By Guest Nicholas, December 13, 2005
    • 2 replies
    • 3.5k views
    • 
    • Larry M
    • December 13, 2005

21. 2005 Profit Sharing Max

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

22. Plan Adoption Timing

    By Guest rslagle224, December 8, 2005
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • December 9, 2005

23. family limited partnerships

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

24. PLR 9437042- Need a Copy

    By Appleby, December 7, 2005
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • December 7, 2005

25. Controlled Group Question

    By Guest carsonv, December 7, 2005
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • December 7, 2005

26. TEFRA/DEFRA/REA

    By waid10, December 5, 2005
    • 2 replies
    • 3.3k views
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    • saabraa
    • December 6, 2005

27. Tax Withholding on a minimum required distribution

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

28. Section 404 excess and plan termination

    By Sully, November 30, 2005
    • 7 replies
    • 2.9k views
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    • Guest
    • December 2, 2005

29. Submission of Vol. Submitter Adopter

    By chris, November 30, 2005
    • 2 replies
    • 1.8k views
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    • WDIK
    • November 30, 2005

30. Prohibited Transaction?

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

31. TPA service issues

    By eilano, November 17, 2005
    • 6 replies
    • 2.7k views
    • 
    • Erik Read
    • November 23, 2005

32. Controlled Group

    By Effen, November 16, 2005
    • 2 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2005

33. Control Group Brother-sister relationship

    By Stevo-PDX, October 26, 2005
    • 5 replies
    • 3.3k views
    • 
    • Belgarath
    • November 16, 2005

34. 404(c) and brokerage accounts

    By AlbanyConsultant, November 10, 2005
    • 4 replies
    • 3.3k views
    • 
    • Erik Read
    • November 15, 2005

35. Granting Hypothetical Service in a DB Plan

    By Guest Grumpy456, November 15, 2005
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • November 15, 2005

36. Owner excluding union employees from plan

    By Guest Mr. Relaxation, November 5, 2003
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 14, 2005

37. 2 Incomes employee and self employed

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

38. Returned from ASPPA

    By Tom Poje, November 9, 2005
    • 18 replies
    • 4k views
    • 
    • Guest
    • November 11, 2005

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

    By AndyH, November 4, 2005
    • 2 replies
    • 2.8k views
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    • AndyH
    • November 4, 2005

40. Notice of intent to levy

    By Guest lustig, November 2, 2005
    • 2 replies
    • 2.3k views
    • 
    • WDIK
    • November 2, 2005

41. Can litigation expenses be paid from plan assets?

    By Guest Grumpy455, November 1, 2005
    • 10 replies
    • 5.2k views
    • 
    • Belgarath
    • November 2, 2005

42. PTE 77-4

    By Guest psgross, November 1, 2005
    • 2 replies
    • 6.4k views
    • 
    • Guest
    • November 2, 2005

43. Business establish after effective date of Plan?

    By jane123, October 31, 2005
    • 3 replies
    • 1.8k views
    • 
    • jane123
    • November 1, 2005

44. Prohibited Transaction - Interplay of Tier One Tax and Tier 2 Tax

    By Guest Edward McElroy, October 25, 2005
    • 4 replies
    • 1.8k views
    • 
    • saabraa
    • October 27, 2005

45. Husband and wife, each with their own businesses

    By Guest oxdougw, October 19, 2005
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 25, 2005

46. ASPPA conference

    By Tom Poje, October 24, 2005
    • 3 replies
    • 2k views
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    • Leopurrd
    • October 24, 2005

47. Required minimum distribution, death, and multiple beneficiaries

    By Guest lhinson, October 13, 2005
    • 4 replies
    • 3k views
    • 
    • Guest
    • October 24, 2005

48. accrual vs cash basis of accounting and reporting

    By Santo Gold, October 21, 2005
    • 3 replies
    • 4.8k views
    • 
    • Santo Gold
    • October 21, 2005

49. How do you convert a cash balance plan lump sum to an annuity commencing before normal retirement age.

    By Guest jbruggemanjb, October 21, 2005
    • 1 reply
    • 4k views
    • 
    • Effen
    • October 21, 2005

50. Annual addition limit / control group

    By Guest terric, October 17, 2005
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • October 19, 2005