Retirement Plans in General

5,791 topics in this forum

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

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

2. No address, 1099-R

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

3. Amend Plan to Eliminate Involuntary Distribution

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

4. Designation of Beneficiary form

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

5. Short Initial Plan Year for PS plan

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

6. corbel volume submitter

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

7. Loan fees

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

8. Assigning plan numbers

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

9. 415 Limit Non-Calendar Year Plans

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

10. Failure to Correct Top Heavy - TPA liability

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

11. Amendment to Safe Harbor 401(k)

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

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

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

13. DOL Investigation

    By Guest mrilao, December 8, 2004
    • 15 replies
    • 3.7k views
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    • AndyH
    • December 9, 2004

14. Coping with FAS 106

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

15. HCE definition when employers terminate ASG/CG relationship

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

16. EIN for Adopting Employer

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

17. controlled group

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

18. Conversion process, trades and overdrafts

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

19. unbelievable

    By dh003i, November 10, 2004
    • 38 replies
    • 7k views
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    • Appleby
    • December 3, 2004

20. Minimum Gateway Contribution

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

21. ERISA Outline Book

    By R. Butler, November 30, 2004
    • 4 replies
    • 1.6k views
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    • E as in ERISA
    • November 30, 2004

22. What is a CODA

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

23. Design-based safe harbor and salaried employees

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

24. Sidecar IRA vs QVEC?

    By PensionNewbee, November 24, 2004
    • 0 replies
    • 1.8k views
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    • PensionNewbee
    • November 24, 2004

25. changing def of plan compensation

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

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

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

27. Predecessor Employers

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

28. Salary deferrals in a Leveraged KSOP

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

29. Whatever became of Ira Cohen?

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

30. Qualified Plans Losing Ground to Annuities ?

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

31. 414S Nondiscrimation test

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

32. 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

33. Deductibility of late profit sharing deposits

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

34. 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

35. What can I do for my nieces?

    By dh003i, November 7, 2004
    • 46 replies
    • 6.5k views
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    • Guest
    • November 17, 2004

36. Matz v Household

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

37. Annual additions crediting?

    By jaemmons, November 12, 2004
    • 3 replies
    • 1.3k views
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    • pmacduff
    • November 12, 2004

38. 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

39. Paying IRS penalty + interest

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

40. Phased Retirement Plans

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

41. prohibited trasaction

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

42. Coverage testing and HCE determination

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

43. 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

44. 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

45. 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

46. Controlled group

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

47. 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

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

    By Guest Hilarion, November 1, 2004
    • 10 replies
    • 2.4k views
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    • Archimage
    • November 4, 2004

49. Leased Collectively Bargained Employees

    By Guest pension222, October 29, 2004
    • 6 replies
    • 2.7k views
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    • Guest
    • November 1, 2004

50. tax-treatment of second "job"

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