Retirement Plans in General

5,753 topics in this forum

1. Plan Audit of Money Purchase and Profit sharing Plans

   By thepensionmaven, January 4, 2005
   • 2 replies
   • 1.1k views
   • 
   • SoCalActuary
   • January 4, 2005

2. Plan participant with commingled account balance has personal broker who wants breakdown of the investments in the commingled accounts

   By Guest mpark, December 30, 2004
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • December 30, 2004

3. OmniPlus and OmniPlan

   By Guest ameet, December 29, 2004
   • 1 reply
   • 5.5k views
   • 
   • GBurns
   • December 30, 2004

4. Employer and deductibility issues

   By dmb, December 29, 2004
   • 1 reply
   • 858 views
   • 
   • Blinky the 3-eyed Fish
   • December 29, 2004

5. And now for something completely different!

   By SMB, December 27, 2004
   • 17 replies
   • 2.2k views
   • 
   • GBurns
   • December 29, 2004

6. Controlled group and brain cramp

   By Belgarath, December 23, 2004
   • 2 replies
   • 1k views
   • 
   • Belgarath
   • December 29, 2004

7. Chapter S and LLC ; Control Group?

   By Guest Mollie, December 28, 2004
   • 1 reply
   • 907 views
   • 
   • jquazza
   • December 28, 2004

8. Top Heavy Testing - Inservice distributions

   By Guest Randy713, December 23, 2004
   • 4 replies
   • 3.4k views
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   • Belgarath
   • December 27, 2004

9. Is this a Control Group/Affiliated Service Group?

   By himt4, December 21, 2004
   • 2 replies
   • 1.2k views
   • 
   • himt4
   • December 22, 2004

10. Sole proprietor failed to make 2003 contribution to his money purchase plan - consequences?

    By Guest Hilarion, December 22, 2004
    • 2 replies
    • 1.1k views
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    • Guest
    • December 22, 2004

11. eligibility and leased employees

    By Santo Gold, December 9, 2004
    • 7 replies
    • 2.4k views
    • 
    • GBurns
    • December 21, 2004

12. "Dual Eligibility" Issue

    By Guest Jeff Underwood, December 13, 2004
    • 16 replies
    • 2.7k views
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    • rcline46
    • December 21, 2004

13. annuity vs. cash out with new automatic rollover IRA

    By Guest planman, December 20, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 20, 2004

14. No address, 1099-R

    By No Name, December 17, 2004
    • 5 replies
    • 2k views
    • 
    • No Name
    • December 18, 2004

15. Amend Plan to Eliminate Involuntary Distribution

    By Guest erc, December 8, 2004
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • December 17, 2004

16. Designation of Beneficiary form

    By K-t-F, December 15, 2004
    • 10 replies
    • 1.5k views
    • 
    • Belgarath
    • December 17, 2004

17. Short Initial Plan Year for PS plan

    By dmb, December 9, 2004
    • 8 replies
    • 1.5k views
    • 
    • No Name
    • December 17, 2004

18. corbel volume submitter

    By Guest quinn the car fixer, December 16, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 16, 2004

19. Loan fees

    By rlb64, December 16, 2004
    • 0 replies
    • 902 views
    • 
    • rlb64
    • December 16, 2004

20. Assigning plan numbers

    By Guest Judy S, December 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • December 14, 2004

21. 415 Limit Non-Calendar Year Plans

    By Guest dyoder, December 14, 2004
    • 2 replies
    • 2.7k views
    • 
    • SoCalActuary
    • December 14, 2004

22. Failure to Correct Top Heavy - TPA liability

    By Guest mcw, December 13, 2004
    • 1 reply
    • 1.4k views
    • 
    • stephen
    • December 14, 2004

23. Amendment to Safe Harbor 401(k)

    By chris, December 9, 2004
    • 1 reply
    • 877 views
    • 
    • WDIK
    • December 9, 2004

24. Self-Directed Brokerage an option for Rollover Funds only?

    By mwyatt, December 8, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • December 9, 2004

25. DOL Investigation

    By Guest mrilao, December 8, 2004
    • 15 replies
    • 3.6k views
    • 
    • AndyH
    • December 9, 2004

26. Coping with FAS 106

    By Guest Noelle, December 7, 2004
    • 3 replies
    • 1.1k views
    • 
    • GBurns
    • December 8, 2004

27. HCE definition when employers terminate ASG/CG relationship

    By Bird, December 8, 2004
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • December 8, 2004

28. EIN for Adopting Employer

    By Guest Roman, December 5, 2004
    • 14 replies
    • 1.4k views
    • 
    • GBurns
    • December 7, 2004

29. controlled group

    By eilano, November 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 3, 2004

30. Conversion process, trades and overdrafts

    By MoJo, December 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • MoJo
    • December 3, 2004

31. unbelievable

    By dh003i, November 10, 2004
    • 38 replies
    • 6.9k views
    • 
    • Appleby
    • December 3, 2004

32. Minimum Gateway Contribution

    By MarZDoates, December 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • December 2, 2004

33. ERISA Outline Book

    By R. Butler, November 30, 2004
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • November 30, 2004

34. What is a CODA

    By Guest nadiarott, November 19, 2004
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • November 25, 2004

35. Design-based safe harbor and salaried employees

    By Guest mcw, November 23, 2004
    • 4 replies
    • 1.3k views
    • 
    • jquazza
    • November 24, 2004

36. Sidecar IRA vs QVEC?

    By PensionNewbee, November 24, 2004
    • 0 replies
    • 1.7k views
    • 
    • PensionNewbee
    • November 24, 2004

37. changing def of plan compensation

    By Earl, November 23, 2004
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • November 23, 2004

38. Roth 401(k)'s -- an FYI

    By dh003i, November 22, 2004
    • 7 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 23, 2004

39. Predecessor Employers

    By Guest Hilarion, November 22, 2004
    • 1 reply
    • 6k views
    • 
    • mbozek
    • November 22, 2004

40. Salary deferrals in a Leveraged KSOP

    By Guest dwerntz, November 17, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 22, 2004

41. Whatever became of Ira Cohen?

    By Guest 401der, November 19, 2004
    • 6 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • November 19, 2004

42. Qualified Plans Losing Ground to Annuities ?

    By JAY21, November 19, 2004
    • 3 replies
    • 1k views
    • 
    • JAY21
    • November 19, 2004

43. 414S Nondiscrimation test

    By Guest kangerooster, November 19, 2004
    • 1 reply
    • 2.5k views
    • 
    • AndyH
    • November 19, 2004

44. Is Kodak Savings Investment Plan (SIP) excepted from the Required Minimum Distribution rules?

    By katieinny, November 17, 2004
    • 8 replies
    • 5.7k views
    • 
    • katieinny
    • November 18, 2004

45. Deductibility of late profit sharing deposits

    By KateSmithPA, November 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • November 18, 2004

46. credit-card question asked for a friend

    By dh003i, November 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 18, 2004

47. What can I do for my nieces?

    By dh003i, November 7, 2004
    • 46 replies
    • 6.4k views
    • 
    • Guest
    • November 17, 2004

48. Matz v Household

    By Belgarath, November 12, 2004
    • 0 replies
    • 1.4k views
    • 
    • Belgarath
    • November 12, 2004

49. Annual additions crediting?

    By jaemmons, November 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • pmacduff
    • November 12, 2004

50. Is Anyone Familar with a Product Called The Pension Transfer Trust Plan?

    By Guest Edward McElroy, November 11, 2004
    • 2 replies
    • 4.2k views
    • 
    • GBurns
    • November 12, 2004