Retirement Plans in General

5,753 topics in this forum

1. Is this person a Key or Highly Compensated Employee/Standardized prototype question.

   By Beltane, June 23, 2005
   • 5 replies
   • 2.1k views
   • 
   • Beltane
   • June 23, 2005

2. Do the automatic rollover rules apply to the spouse of a deceased participant?

   By katieinny, June 20, 2005
   • 1 reply
   • 1.7k views
   • 
   • WDIK
   • June 22, 2005

3. Effective date of plan

   By Guest picwrc, June 16, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • June 16, 2005

4. Davis-Bacon/Prevailing Wage plan vesting

   By rcline46, June 3, 2005
   • 10 replies
   • 3.9k views
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   • Kirk Maldonado
   • June 10, 2005

5. Contribution requirement for Money Purchase Plan

   By Guest 401kadmin, June 9, 2005
   • 1 reply
   • 1.2k views
   • 
   • JAY21
   • June 9, 2005

6. New Vendor - Rollover

   By waid10, June 8, 2005
   • 0 replies
   • 1.1k views
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   • waid10
   • June 8, 2005

7. Amended vesting schedule affect on terminated employees

   By Guest jsample, June 3, 2005
   • 3 replies
   • 2.4k views
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   • Guest
   • June 6, 2005

8. Pension Earnings

   By Guest psgross, June 3, 2005
   • 1 reply
   • 1.2k views
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   • WDIK
   • June 3, 2005

9. change of beneficiary desingnation form via power of attorney

   By Guest jigpsu100, June 3, 2005
   • 2 replies
   • 2k views
   • 
   • chris
   • June 3, 2005

10. Exclusive Benefit Rule

    By Guest TroyRiley, June 2, 2005
    • 2 replies
    • 1.9k views
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    • R. Butler
    • June 3, 2005

11. elimination of class of employees

    By Guest lindamichals, April 8, 2005
    • 5 replies
    • 2.2k views
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    • jaemmons
    • May 31, 2005

12. Increase Normal Retirement Age

    By Guest DTrom, May 26, 2005
    • 9 replies
    • 2.7k views
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    • mbozek
    • May 27, 2005

13. Controlled group? Must they all be covered?

    By jane123, May 25, 2005
    • 7 replies
    • 2k views
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    • jane123
    • May 26, 2005

14. ROLLOVERS

    By Guest TroyRiley, May 24, 2005
    • 4 replies
    • 1.3k views
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    • JDuns
    • May 25, 2005

15. Contributions--timing of

    By Felicia, May 20, 2005
    • 2 replies
    • 1.2k views
    • 
    • Effen
    • May 20, 2005

16. Can we use the Average Benefits Test?

    By Guest CharlieLaur, May 16, 2005
    • 5 replies
    • 2k views
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    • AndyH
    • May 17, 2005

17. Plan TTEE dies... co-trustee (wife) cant find doc....

    By K-t-F, May 13, 2005
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • May 13, 2005

18. "Way out there" question re: life insurance in a QP

    By SMB, May 11, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 12, 2005

19. Immediate Annuity Quotes

    By Lynn Campbell, May 4, 2005
    • 2 replies
    • 1.5k views
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    • AndyH
    • May 5, 2005

20. Participant Record Updating?

    By Guest fcdeacy, April 20, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 2, 2005

21. bankruptsy abuse prevention and consumer protection act

    By Guest lskin, April 28, 2005
    • 3 replies
    • 1.2k views
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    • Guest
    • April 29, 2005

22. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 1.8k views
    • 
    • jaemmons
    • April 28, 2005

23. Plan Amendment and Entry Date

    By DP, April 25, 2005
    • 10 replies
    • 2.4k views
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    • DP
    • April 26, 2005

24. Redemption fees

    By Guest cgodfrey, April 26, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 26, 2005

25. Prohibited Transaction Question

    By Guest annabelle, April 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • April 26, 2005

26. Ability to look outside the plan document

    By smm, April 20, 2005
    • 10 replies
    • 1.9k views
    • 
    • g8r
    • April 23, 2005

27. Bush Signed S 256 Today. Bankruptcy Bill

    By jevd, April 20, 2005
    • 8 replies
    • 1.5k views
    • 
    • Jean
    • April 22, 2005

28. Timing of Deposits for employer with different fye

    By MarZDoates, April 13, 2005
    • 3 replies
    • 1.2k views
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    • mbozek
    • April 20, 2005

29. uncashed pension checks

    By Guest jigpsu100, April 13, 2005
    • 4 replies
    • 3.5k views
    • 
    • Erik Read
    • April 19, 2005

30. Controlled Group Issue

    By chris, April 18, 2005
    • 9 replies
    • 1.5k views
    • 
    • chris
    • April 18, 2005

31. Retirement plan puzzle for new Subchapter S

    By Guest GregT, April 13, 2005
    • 15 replies
    • 7.6k views
    • 
    • mbozek
    • April 16, 2005

32. Allocating Employer Contributions

    By Guest Grumpy455, April 14, 2005
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • April 15, 2005

33. Transition Period for Acqusitions

    By Guest LoloV, April 14, 2005
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 14, 2005

34. Retirement Plans for Small Business Owners

    By Appleby, April 7, 2005
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • April 14, 2005

35. Single member LLC also owner of partnership

    By Guest Peter Buck, April 12, 2005
    • 9 replies
    • 2.6k views
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    • JAY21
    • April 13, 2005

36. keogh contribution for sole prop with loss

    By Guest, April 13, 2005
    • 1 reply
    • 1.9k views
    • 
    • SoCalActuary
    • April 13, 2005

37. best way to handle

    By FJR, April 12, 2005
    • 4 replies
    • 1.4k views
    • 
    • JanetM
    • April 12, 2005

38. 2004 revised K-1

    By JAY21, April 12, 2005
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • April 12, 2005

39. June 30, 2004 Extensions-Rejected

    By JAY21, April 12, 2005
    • 0 replies
    • 933 views
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    • JAY21
    • April 12, 2005

40. This smells bad.

    By No Name, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • April 8, 2005

41. Age Weighted Calc

    By No Name, April 5, 2005
    • 5 replies
    • 2k views
    • 
    • nancy
    • April 7, 2005

42. Conversion of MPPP to a Profit Sharing with 401k feature

    By Guest mparker2028, April 6, 2005
    • 1 reply
    • 1.3k views
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    • wmyer
    • April 6, 2005

43. Timing of profit sharing contribution deduction for a not-for-profit employer

    By Guest Lisa Stifel, April 5, 2005
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • April 5, 2005

44. Prohibited Transaction Question

    By Archimage, March 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2005

45. Claiming tax credit for new plans

    By Santo Gold, April 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • April 1, 2005

46. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 2005

47. Payment to a guardian

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2005

48. Sole P to Corp

    By No Name, March 16, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 1, 2005

49. 401(a)(17) & Plan Formula Change

    By wmyer, March 30, 2005
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • March 30, 2005

50. 415 limit for profit sharing plan with 3/31/2005 year end

    By Lynn Campbell, March 30, 2005
    • 6 replies
    • 1.4k views
    • 
    • Lori Friedman
    • March 30, 2005