Retirement Plans in General

5,762 topics in this forum

1. Qualified Plans Losing Ground to Annuities ?

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

2. 414S Nondiscrimation test

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

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

   By katieinny, November 17, 2004
   • 8 replies
   • 5.8k views
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   • katieinny
   • November 18, 2004

4. Deductibility of late profit sharing deposits

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

5. credit-card question asked for a friend

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

6. What can I do for my nieces?

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

7. Matz v Household

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

8. Annual additions crediting?

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

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

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

10. Paying IRS penalty + interest

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

11. Phased Retirement Plans

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

12. prohibited trasaction

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

13. Coverage testing and HCE determination

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

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

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

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

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

16. 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

17. Controlled group

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

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

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

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

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

20. Leased Collectively Bargained Employees

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

21. tax-treatment of second "job"

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

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

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

23. Eligibility requirements for participation and top-heavy rules

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

24. CDSC Reference

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

25. 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

26. Compensation Questions

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

27. Withholding at option of participant allowed?

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

28. Late profit sharing contributions

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

29. Revisit the vesting on plan merger question

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

30. Form SS-4 Tip

    By David MacLennan, October 21, 2004
    • 0 replies
    • 2.5k views
    • 
    • David MacLennan
    • October 21, 2004

31. Another integration question

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

32. indexed rates

    By Tom Poje, October 19, 2004
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 20, 2004

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

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

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

    By AndyH, October 13, 2004
    • 12 replies
    • 5.7k views
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    • david rigby
    • October 14, 2004

35. Plan integration .... 2.7% vs 2.4%

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

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

    By dmb, October 13, 2004
    • 2 replies
    • 1.1k views
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    • dmb
    • October 13, 2004

37. Prohibited Transaction Exemption

    By Archimage, October 12, 2004
    • 2 replies
    • 1.1k views
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    • JAY21
    • October 12, 2004

38. Leased employee service

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

39. Strat-SD -- What is this?

    By Archimage, October 11, 2004
    • 3 replies
    • 1.2k views
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    • Guest
    • October 11, 2004

40. Participation by non-resident aliens

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

41. Just curious...

    By Lori Friedman, October 8, 2004
    • 3 replies
    • 2.6k views
    • 
    • JanetM
    • October 11, 2004

42. Same Desk Rule, Spinoff?

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

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

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

44. Excess Contributions to PSP

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

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

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

46. 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

47. S-Corp Income?

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

48. Reallcocation of forfeitures to terminated participants

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

49. Blackout Periods and Make Whole Contributions

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

50. Takeover Plan-Fail deduction limit

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