Retirement Plans in General

5,791 topics in this forum

1. Partnership Owner Percentages for TH, HCE determination

   By mwyatt, March 1, 2005
   • 1 reply
   • 1.7k views
   • 
   • jaemmons
   • March 2, 2005

2. Plan Design Question Regarding Vesting

   By Archimage, March 1, 2005
   • 5 replies
   • 1.3k views
   • 
   • Archimage
   • March 1, 2005

3. Is 20% withholding necessary on IRS levy?

   By Guest moosegirl, February 28, 2005
   • 1 reply
   • 1.8k views
   • 
   • Harwood
   • February 28, 2005

4. Pension benefits deferred through employer error

   By Guest atraveler, February 26, 2005
   • 0 replies
   • 967 views
   • 
   • Guest
   • February 26, 2005

5. timing of profit sharing deposits and filing of corporate return

   By joano, February 18, 2005
   • 9 replies
   • 8.8k views
   • 
   • Guest
   • February 24, 2005

6. Correcting/Reporting Double Posted Employee Deferrals

   By Guest invstbnkr, February 23, 2005
   • 0 replies
   • 968 views
   • 
   • Guest
   • February 23, 2005

7. Can Employer Pay Plan Fees for One Participant

   By Guest msxtrme, January 31, 2005
   • 20 replies
   • 3.4k views
   • 
   • alanm
   • February 22, 2005

8. Timing of Amending a Plan

   By Guest ChopperPilot, February 18, 2005
   • 1 reply
   • 1k views
   • 
   • JanetM
   • February 18, 2005

9. Union Arrangement?

   By WDIK, February 16, 2005
   • 20 replies
   • 3.6k views
   • 
   • Bird
   • February 18, 2005

10. Safe Harbor Plans

    By FJR, February 16, 2005
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 16, 2005

11. 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

12. Distributions in top heavy determination

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

13. 415 compensation

    By Santo Gold, February 14, 2005
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • February 15, 2005

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

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

15. 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

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

    By AndyH, February 7, 2005
    • 13 replies
    • 2k views
    • 
    • Kirk Maldonado
    • February 11, 2005

17. 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

18. Backlash from Carol Gold's Memorandum

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

19. Rainmaker Plan

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

20. 404(c) language in a Summary Plan Description

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

21. Rate Banding

    By wmyer, February 4, 2005
    • 3 replies
    • 2.8k views
    • 
    • Tom Poje
    • February 4, 2005

22. Amending an adoption agreement...retroactive?

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

23. 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

24. ANNUAL loan payment? Correction?

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

25. Controlled Group

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

26. Adopting Employer

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

27. top heavy or not top heavy?

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

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

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

29. Consultanting Firms for RFP Assistance

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

30. ASG or what?

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

31. John Doe MD SC

    By Belgarath, January 20, 2005
    • 13 replies
    • 12k views
    • 
    • AndyH
    • January 20, 2005

32. Is distribution availability a protected benefit?

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

33. "Special" PS contribution to specific people

    By Guest TrustMe401k, December 29, 2004
    • 25 replies
    • 5.6k views
    • 
    • Bird
    • January 13, 2005

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

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

35. IRS Audit Guide/Handbook

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

36. Counting hours for non-hourly employees

    By Santo Gold, December 22, 2004
    • 10 replies
    • 1.7k views
    • 
    • Santo Gold
    • January 5, 2005

37. Mandatory Employee Contributions to MPP Plan

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

38. Investment options

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

39. Plan Audit of Money Purchase and Profit sharing Plans

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

40. 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

41. OmniPlus and OmniPlan

    By Guest ameet, December 29, 2004
    • 1 reply
    • 5.6k views
    • 
    • GBurns
    • December 30, 2004

42. Employer and deductibility issues

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

43. And now for something completely different!

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

44. Controlled group and brain cramp

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

45. Chapter S and LLC ; Control Group?

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

46. Top Heavy Testing - Inservice distributions

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

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

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

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

    By Guest Hilarion, December 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2004

49. eligibility and leased employees

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

50. "Dual Eligibility" Issue

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