Retirement Plans in General

5,753 topics in this forum

1. "Dual Eligibility" Issue

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

2. Amendment to Safe Harbor 401(k)

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

3. Short Initial Plan Year for PS plan

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

4. eligibility and leased employees

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

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

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

6. Amend Plan to Eliminate Involuntary Distribution

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

7. HCE definition when employers terminate ASG/CG relationship

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

8. DOL Investigation

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

9. Coping with FAS 106

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

10. EIN for Adopting Employer

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

11. Conversion process, trades and overdrafts

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

12. eligibility - protected benefit?

    By Santo Gold, December 3, 2004
    • 22 replies
    • 5.9k views
    • 
    • Mike Preston
    • May 22, 2020

13. Minimum Gateway Contribution

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

14. ERISA Outline Book

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

15. Sidecar IRA vs QVEC?

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

16. controlled group

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

17. changing def of plan compensation

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

18. Design-based safe harbor and salaried employees

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

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

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

20. Predecessor Employers

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

21. What is a CODA

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

22. Whatever became of Ira Cohen?

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

23. 414S Nondiscrimation test

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

24. Qualified Plans Losing Ground to Annuities ?

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

25. Deductibility of late profit sharing deposits

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

26. credit-card question asked for a friend

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

27. 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

28. Salary deferrals in a Leveraged KSOP

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

29. Matz v Household

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

30. Annual additions crediting?

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

31. 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

32. Phased Retirement Plans

    By Guest Steven N, November 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • November 10, 2004

33. Coverage testing and HCE determination

    By Guest JBeck, November 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2004

34. unbelievable

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

35. Safe Harbor 401(k) P/S Plan & Defined Benefit Plan - Same Employer

    By Guest tgraham, November 10, 2004
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2004

36. Multi Employer DB Plan - When do you start calculating break in service?

    By Guest fcdeacy, November 9, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 9, 2004

37. Any way around this?

    By K-t-F, November 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 8, 2004

38. Controlled group

    By bzorc, November 8, 2004
    • 6 replies
    • 1.2k views
    • 
    • Belgarath
    • November 8, 2004

39. What can I do for my nieces?

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

40. prohibited trasaction

    By Guest mringo, November 5, 2004
    • 4 replies
    • 1.3k views
    • 
    • SoCalActuary
    • November 10, 2004

41. Paying IRS penalty + interest

    By Lori Friedman, November 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • SoCalActuary
    • November 10, 2004

42. Vesting question on controlled group plan being separated into 2 plans

    By Guest nlmc18, November 4, 2004
    • 9 replies
    • 1.4k views
    • 
    • Guest
    • November 5, 2004

43. Eliminate protected benefits in merger of Domestic Plan into Puerto Rican Plan?

    By Guest ERISAcatNraleigh, November 1, 2004
    • 0 replies
    • 910 views
    • 
    • Guest
    • November 1, 2004

44. Last-day requirement in standardized m&p plans

    By Guest Hilarion, November 1, 2004
    • 10 replies
    • 2.3k views
    • 
    • Archimage
    • November 4, 2004

45. Eligibility requirements for participation and top-heavy rules

    By Guest Hilarion, November 1, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 1, 2004

46. CDSC Reference

    By Disco Stu, October 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • Jon Chambers
    • October 30, 2004

47. tax-treatment of second "job"

    By Guest anarchocap, October 29, 2004
    • 6 replies
    • 2.6k views
    • 
    • dh003i
    • November 1, 2004

48. Leased Collectively Bargained Employees

    By Guest pension222, October 29, 2004
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • November 1, 2004

49. Withholding at option of participant allowed?

    By Belgarath, October 26, 2004
    • 13 replies
    • 2.9k views
    • 
    • Harwood
    • October 26, 2004

50. Form SS-4 Tip

    By David MacLennan, October 21, 2004
    • 0 replies
    • 2.4k views
    • 
    • David MacLennan
    • October 21, 2004