Retirement Plans in General

5,824 topics in this forum

1. TPA ethical question

   By Santo Gold, July 21, 2005
   • 5 replies
   • 2k views
   • 
   • JanetM
   • July 21, 2005

2. Determination Letter Application

   By Guest lvegas, February 22, 2005
   • 7 replies
   • 2k views
   • 
   • Alf
   • July 21, 2005

3. Money Purchase amendmed to PS w/ 401(k)

   By R. Butler, July 21, 2005
   • 2 replies
   • 1.3k views
   • 
   • R. Butler
   • July 21, 2005

4. Controlled group breakup on the horizon, can we spin off one group's members to a new plan to lower the 2006 beg of yr participant count so no 2006 audit is rqrd?

   By Beltane, July 20, 2005
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • July 21, 2005

5. Deemed Roth IRA Contribution Limits and Nondiscrimination

   By Guest johnpetrancosta, July 20, 2005
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • July 20, 2005

6. Blank pages required when filing 5330 form?

   By Beltane, July 16, 2005
   • 3 replies
   • 1.4k views
   • 
   • No Name
   • July 19, 2005

7. Missing Beneficiary

   By chris, July 19, 2005
   • 0 replies
   • 1.2k views
   • 
   • chris
   • July 19, 2005

8. Synopsis of Changes

   By SMB, July 18, 2005
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • July 19, 2005

9. Designating a Beneficiary

   By Guest pepe100, July 18, 2005
   • 3 replies
   • 1.4k views
   • 
   • mbozek
   • July 18, 2005

10. Audit Requirements?

    By chris, July 12, 2005
    • 7 replies
    • 1.7k views
    • 
    • jquazza
    • July 15, 2005

11. contributions

    By Felicia, July 14, 2005
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • July 14, 2005

12. Small Business Tax Credit

    By Guest LSULLIVAN, July 12, 2005
    • 3 replies
    • 2.9k views
    • 
    • WDIK
    • July 12, 2005

13. Real Estate Transaction

    By No Name, July 10, 2005
    • 6 replies
    • 2.2k views
    • 
    • JAY21
    • July 12, 2005

14. Now a controlled group

    By Guest RBlaine, July 5, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2005

15. Distribution of vested benefit, directly from employer checking accoun

    By Moe Howard, October 31, 2002
    • 23 replies
    • 3.8k views
    • 
    • KJohnson
    • July 5, 2005

16. Form 712 needed for life insurance in plan?

    By Belgarath, June 27, 2005
    • 3 replies
    • 12.7k views
    • 
    • Ron Snyder
    • July 1, 2005

17. QSLOB's 50 employee rule.

    By katieinny, June 30, 2005
    • 0 replies
    • 1.7k views
    • 
    • katieinny
    • June 30, 2005

18. How often must non-marketable employer securities be valued?

    By katieinny, June 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • June 30, 2005

19. Military Leave Prior to USERRA Enactment

    By waid10, June 29, 2005
    • 0 replies
    • 1.1k views
    • 
    • waid10
    • June 29, 2005

20. Form 1065, Schedule K-1

    By Belgarath, June 8, 2005
    • 7 replies
    • 16.8k views
    • 
    • BeckyMiller
    • June 29, 2005

21. Remedial Amendment Period Question

    By Guest Patrick Foley, June 28, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 28, 2005

22. Custom Benefit Plan?

    By Guest 10graham43, June 27, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 27, 2005

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

    By Beltane, June 23, 2005
    • 5 replies
    • 2.3k views
    • 
    • Beltane
    • June 23, 2005

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

    By katieinny, June 20, 2005
    • 1 reply
    • 1.8k views
    • 
    • WDIK
    • June 22, 2005

25. Effective date of plan

    By Guest picwrc, June 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 16, 2005

26. Davis-Bacon/Prevailing Wage plan vesting

    By rcline46, June 3, 2005
    • 10 replies
    • 4.2k views
    • 
    • Kirk Maldonado
    • June 10, 2005

27. Contribution requirement for Money Purchase Plan

    By Guest 401kadmin, June 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • JAY21
    • June 9, 2005

28. New Vendor - Rollover

    By waid10, June 8, 2005
    • 0 replies
    • 1.3k views
    • 
    • waid10
    • June 8, 2005

29. Amended vesting schedule affect on terminated employees

    By Guest jsample, June 3, 2005
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • June 6, 2005

30. Pension Earnings

    By Guest psgross, June 3, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • June 3, 2005

31. change of beneficiary desingnation form via power of attorney

    By Guest jigpsu100, June 3, 2005
    • 2 replies
    • 2.2k views
    • 
    • chris
    • June 3, 2005

32. Exclusive Benefit Rule

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

33. elimination of class of employees

    By Guest lindamichals, April 8, 2005
    • 5 replies
    • 2.3k views
    • 
    • jaemmons
    • May 31, 2005

34. Increase Normal Retirement Age

    By Guest DTrom, May 26, 2005
    • 9 replies
    • 2.9k views
    • 
    • mbozek
    • May 27, 2005

35. Controlled group? Must they all be covered?

    By jane123, May 25, 2005
    • 7 replies
    • 2.3k views
    • 
    • jane123
    • May 26, 2005

36. ROLLOVERS

    By Guest TroyRiley, May 24, 2005
    • 4 replies
    • 1.5k views
    • 
    • JDuns
    • May 25, 2005

37. Contributions--timing of

    By Felicia, May 20, 2005
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • May 20, 2005

38. Can we use the Average Benefits Test?

    By Guest CharlieLaur, May 16, 2005
    • 5 replies
    • 2.2k views
    • 
    • AndyH
    • May 17, 2005

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

    By Basically, May 13, 2005
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • May 13, 2005

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

    By SMB, May 11, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 12, 2005

41. Immediate Annuity Quotes

    By Lynn Campbell, May 4, 2005
    • 2 replies
    • 1.6k views
    • 
    • AndyH
    • May 5, 2005

42. Participant Record Updating?

    By Guest fcdeacy, April 20, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 2, 2005

43. bankruptsy abuse prevention and consumer protection act

    By Guest lskin, April 28, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2005

44. Real Estate in Retirement Plan

    By No Name, April 25, 2005
    • 3 replies
    • 2.1k views
    • 
    • jaemmons
    • April 28, 2005

45. Plan Amendment and Entry Date

    By DP, April 25, 2005
    • 10 replies
    • 2.6k views
    • 
    • DP
    • April 26, 2005

46. Redemption fees

    By Guest cgodfrey, April 26, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 26, 2005

47. Prohibited Transaction Question

    By Guest annabelle, April 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • April 26, 2005

48. Ability to look outside the plan document

    By smm, April 20, 2005
    • 10 replies
    • 2.3k views
    • 
    • g8r
    • April 23, 2005

49. Bush Signed S 256 Today. Bankruptcy Bill

    By jevd, April 20, 2005
    • 8 replies
    • 1.7k views
    • 
    • Jean
    • April 22, 2005

50. Timing of Deposits for employer with different fye

    By MarZDoates, April 13, 2005
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • April 20, 2005