Retirement Plans in General

5,781 topics in this forum

1. USERRA & 410(b) testing for employee who takes a position with a different employer.

   By Guest terric, February 15, 2005
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 15, 2005

2. Distributions in top heavy determination

   By Guest jim williams, February 14, 2005
   • 1 reply
   • 1.1k views
   • 
   • jquazza
   • February 15, 2005

3. 415 compensation

   By Santo Gold, February 14, 2005
   • 1 reply
   • 1.8k views
   • 
   • jquazza
   • February 15, 2005

4. Merging two Profit Sharing Plans - one with union employees

   By Guest terric, February 14, 2005
   • 3 replies
   • 1.3k views
   • 
   • Effen
   • February 14, 2005

5. Giving the financial advisor a "heads-up" - OK or not OK?

   By Santo Gold, February 11, 2005
   • 10 replies
   • 1.5k views
   • 
   • Santo Gold
   • February 14, 2005

6. Can someone get a copy of a Plan Document from Fed Govt

   By AndyH, February 7, 2005
   • 13 replies
   • 1.9k views
   • 
   • Kirk Maldonado
   • February 11, 2005

7. 2 employers sharing the 404(a)(3) deduction limit

   By Santo Gold, January 31, 2005
   • 4 replies
   • 1.8k views
   • 
   • E as in ERISA
   • February 8, 2005

8. Backlash from Carol Gold's Memorandum

   By katieinny, January 28, 2005
   • 26 replies
   • 5.6k views
   • 
   • E as in ERISA
   • February 8, 2005

9. Rainmaker Plan

   By Just Me, February 4, 2005
   • 2 replies
   • 2.6k views
   • 
   • Just Me
   • February 7, 2005

10. 404(c) language in a Summary Plan Description

    By katieinny, February 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • WDIK
    • February 4, 2005

11. Rate Banding

    By wmyer, February 4, 2005
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • February 4, 2005

12. Amending an adoption agreement...retroactive?

    By Lori Friedman, February 1, 2005
    • 16 replies
    • 5.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2005

13. Top Heavy Profit Sharing Plan - Must there be an ER contribution?

    By Guest ChopperPilot, February 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 2, 2005

14. ANNUAL loan payment? Correction?

    By K-t-F, January 31, 2005
    • 6 replies
    • 1.4k views
    • 
    • FundeK
    • January 31, 2005

15. Controlled Group

    By DP, January 27, 2005
    • 1 reply
    • 984 views
    • 
    • smm
    • January 27, 2005

16. Adopting Employer

    By Rai401k, January 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 27, 2005

17. top heavy or not top heavy?

    By Santo Gold, January 24, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 25, 2005

18. Pro-rated limitation year (Sec. 415)

    By Lori Friedman, January 21, 2005
    • 6 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2005

19. Consultanting Firms for RFP Assistance

    By Guest cole stevenson, January 20, 2005
    • 7 replies
    • 1.8k views
    • 
    • GBurns
    • January 21, 2005

20. ASG or what?

    By SMB, January 20, 2005
    • 1 reply
    • 1k views
    • 
    • david rigby
    • January 20, 2005

21. John Doe MD SC

    By Belgarath, January 20, 2005
    • 13 replies
    • 11.9k views
    • 
    • AndyH
    • January 20, 2005

22. Is distribution availability a protected benefit?

    By Santo Gold, January 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • January 14, 2005

23. "Special" PS contribution to specific people

    By Guest TrustMe401k, December 29, 2004
    • 25 replies
    • 5.5k views
    • 
    • Bird
    • January 13, 2005

24. PS contributions to be "recurring & substansial"-what if they're not?

    By doombuggy, January 5, 2005
    • 13 replies
    • 2k views
    • 
    • Guest
    • January 7, 2005

25. IRS Audit Guide/Handbook

    By Archimage, January 5, 2005
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • January 5, 2005

26. Counting hours for non-hourly employees

    By Santo Gold, December 22, 2004
    • 10 replies
    • 1.6k views
    • 
    • Santo Gold
    • January 5, 2005

27. Mandatory Employee Contributions to MPP Plan

    By Guest long, December 31, 2004
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2005

28. Investment options

    By Guest bba, December 30, 2004
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 4, 2005

29. Plan Audit of Money Purchase and Profit sharing Plans

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

30. 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

31. OmniPlus and OmniPlan

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

32. Employer and deductibility issues

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

33. And now for something completely different!

    By SMB, December 27, 2004
    • 17 replies
    • 2.3k views
    • 
    • GBurns
    • December 29, 2004

34. Controlled group and brain cramp

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

35. Chapter S and LLC ; Control Group?

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

36. Top Heavy Testing - Inservice distributions

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

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

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

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

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

39. eligibility and leased employees

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

40. "Dual Eligibility" Issue

    By Guest Jeff Underwood, December 13, 2004
    • 16 replies
    • 2.8k views
    • 
    • rcline46
    • December 21, 2004

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

    By Guest planman, December 20, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 20, 2004

42. No address, 1099-R

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

43. Amend Plan to Eliminate Involuntary Distribution

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

44. Designation of Beneficiary form

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

45. Short Initial Plan Year for PS plan

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

46. corbel volume submitter

    By Guest quinn the car fixer, December 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 16, 2004

47. Loan fees

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

48. Assigning plan numbers

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

49. 415 Limit Non-Calendar Year Plans

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

50. Failure to Correct Top Heavy - TPA liability

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