Retirement Plans in General

5,753 topics in this forum

1. Paying IRS penalty + interest

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

2. Phased Retirement Plans

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

3. prohibited trasaction

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

4. Coverage testing and HCE determination

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

5. 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

6. 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

7. Any way around this?

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

8. Controlled group

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

9. 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

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

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

11. Leased Collectively Bargained Employees

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

12. tax-treatment of second "job"

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

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

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

14. Eligibility requirements for participation and top-heavy rules

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

15. CDSC Reference

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

16. Minimum Funding when last day rqmt. and services cease during year.

    By Guest chris4013, October 20, 2004
    • 17 replies
    • 2.2k views
    • 
    • No Name
    • October 29, 2004

17. Compensation Questions

    By Archimage, October 13, 2004
    • 22 replies
    • 3.5k views
    • 
    • Archimage
    • October 29, 2004

18. Withholding at option of participant allowed?

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

19. Late profit sharing contributions

    By Guest terric, October 8, 2004
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • October 22, 2004

20. Revisit the vesting on plan merger question

    By jkharvey, October 20, 2004
    • 4 replies
    • 1.2k views
    • 
    • Ron Snyder
    • October 22, 2004

21. Form SS-4 Tip

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

22. Another integration question

    By Guest Moe Howard2, October 15, 2004
    • 45 replies
    • 6.4k views
    • 
    • Lynn Campbell
    • October 20, 2004

23. indexed rates

    By Tom Poje, October 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 20, 2004

24. Presidentially declared disaster areas- Extended deadline to establish SEPs/SIMPLEs?

    By Appleby, October 19, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 19, 2004

25. Misrepresentation of marital status-what are the sponsor's responsibilities?

    By AndyH, October 13, 2004
    • 12 replies
    • 5.6k views
    • 
    • david rigby
    • October 14, 2004

26. Plan integration .... 2.7% vs 2.4%

    By Guest Moe Howard2, October 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • October 13, 2004

27. Vesting Service going from SIMPLE to 401(k)

    By dmb, October 13, 2004
    • 2 replies
    • 1k views
    • 
    • dmb
    • October 13, 2004

28. Prohibited Transaction Exemption

    By Archimage, October 12, 2004
    • 2 replies
    • 1k views
    • 
    • JAY21
    • October 12, 2004

29. Leased employee service

    By Guest rrbpsn, October 12, 2004
    • 2 replies
    • 1.9k views
    • 
    • Belgarath
    • October 12, 2004

30. Strat-SD -- What is this?

    By Archimage, October 11, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • October 11, 2004

31. Participation by non-resident aliens

    By Guest DonnaD, October 7, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • October 11, 2004

32. Just curious...

    By Lori Friedman, October 8, 2004
    • 3 replies
    • 2.5k views
    • 
    • JanetM
    • October 11, 2004

33. Same Desk Rule, Spinoff?

    By Guest chris4013, October 8, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 8, 2004

34. Can income from royalties be used to fund a qualified plan?

    By Guest arlene, October 7, 2004
    • 7 replies
    • 1.9k views
    • 
    • Lori Friedman
    • October 7, 2004

35. Excess Contributions to PSP

    By Guest cgriffin, October 7, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 7, 2004

36. DB plan, 403(b) plan, and new DC plan

    By david rigby, October 6, 2004
    • 1 reply
    • 1.5k views
    • 
    • AndyH
    • October 7, 2004

37. Do plans have to be amended by 3-28-05 for direct rollover rules?

    By Belgarath, September 29, 2004
    • 8 replies
    • 1.9k views
    • 
    • Bird
    • October 5, 2004

38. S-Corp Income?

    By dmb, October 1, 2004
    • 4 replies
    • 1.8k views
    • 
    • SoCalActuary
    • October 5, 2004

39. Reallcocation of forfeitures to terminated participants

    By Guest clientmgr, October 4, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • October 5, 2004

40. Blackout Periods and Make Whole Contributions

    By Christine Roberts, September 30, 2004
    • 5 replies
    • 2k views
    • 
    • Christine Roberts
    • October 1, 2004

41. Takeover Plan-Fail deduction limit

    By Guest MEWilson, September 29, 2004
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 30, 2004

42. Death of Employee in a Keough Plan

    By Guest carolinawind, September 23, 2004
    • 18 replies
    • 2.6k views
    • 
    • Tom Poje
    • September 29, 2004

43. Do we have to keep track of MP and PS assets separately when MP merges into PS? Even if PS plan specs are identical to MP plan specs?

    By Guest DIGMYDOG, September 23, 2004
    • 14 replies
    • 1.7k views
    • 
    • E as in ERISA
    • September 27, 2004

44. TPA lost (?) Beneficiary Designation, (Deceased Participant)

    By TCWalker, September 23, 2004
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • September 24, 2004

45. 5500 or EZ for 1-man plan w/alternate payee?

    By mming, September 17, 2004
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 24, 2004

46. What is the weight of IRS proposed regulations?

    By Guest EBBeginner, September 23, 2004
    • 4 replies
    • 3.5k views
    • 
    • Lori Friedman
    • September 23, 2004

47. Prior ASPA IRS/DOL Question Submissions

    By FundeK, September 23, 2004
    • 0 replies
    • 903 views
    • 
    • FundeK
    • September 23, 2004

48. integration

    By Tom Poje, September 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • K-t-F
    • September 23, 2004

49. Trust ID Number with "P" suffix

    By David MacLennan, September 21, 2004
    • 8 replies
    • 2.4k views
    • 
    • David MacLennan
    • September 22, 2004

50. Old Keogh plan still has assets. Must I spend the rest of my life trying to locate former employees so I can terminate the plan?

    By Guest Moe Howard2, September 21, 2004
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • September 22, 2004