Retirement Plans in General

5,811 topics in this forum

1. John Doe MD SC

   By Belgarath, January 20, 2005
   • 13 replies
   • 12.2k views
   • 
   • AndyH
   • January 20, 2005

2. Is distribution availability a protected benefit?

   By Santo Gold, January 14, 2005
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • January 14, 2005

3. "Special" PS contribution to specific people

   By Guest TrustMe401k, December 29, 2004
   • 25 replies
   • 5.8k views
   • 
   • Bird
   • January 13, 2005

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

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

5. IRS Audit Guide/Handbook

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

6. Counting hours for non-hourly employees

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

7. Mandatory Employee Contributions to MPP Plan

   By Guest long, December 31, 2004
   • 5 replies
   • 2k views
   • 
   • Guest
   • January 4, 2005

8. Investment options

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

9. Plan Audit of Money Purchase and Profit sharing Plans

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

10. 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

11. OmniPlus and OmniPlan

    By Guest ameet, December 29, 2004
    • 1 reply
    • 5.7k views
    • 
    • GBurns
    • December 30, 2004

12. Employer and deductibility issues

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

13. And now for something completely different!

    By SMB, December 27, 2004
    • 17 replies
    • 2.4k views
    • 
    • GBurns
    • December 29, 2004

14. Controlled group and brain cramp

    By Belgarath, December 23, 2004
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • December 29, 2004

15. Chapter S and LLC ; Control Group?

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

16. Top Heavy Testing - Inservice distributions

    By Guest Randy713, December 23, 2004
    • 4 replies
    • 3.5k views
    • 
    • Belgarath
    • December 27, 2004

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

    By himt4, December 21, 2004
    • 2 replies
    • 1.3k views
    • 
    • himt4
    • December 22, 2004

18. 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

19. eligibility and leased employees

    By Santo Gold, December 9, 2004
    • 7 replies
    • 2.5k views
    • 
    • GBurns
    • December 21, 2004

20. "Dual Eligibility" Issue

    By Guest Jeff Underwood, December 13, 2004
    • 16 replies
    • 2.9k views
    • 
    • rcline46
    • December 21, 2004

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

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

22. No address, 1099-R

    By No Name, December 17, 2004
    • 5 replies
    • 2.1k views
    • 
    • No Name
    • December 18, 2004

23. Amend Plan to Eliminate Involuntary Distribution

    By Guest erc, December 8, 2004
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • December 17, 2004

24. Designation of Beneficiary form

    By K-t-F, December 15, 2004
    • 10 replies
    • 1.6k views
    • 
    • Belgarath
    • December 17, 2004

25. Short Initial Plan Year for PS plan

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

26. corbel volume submitter

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

27. Loan fees

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

28. Assigning plan numbers

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

29. 415 Limit Non-Calendar Year Plans

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

30. Failure to Correct Top Heavy - TPA liability

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

31. Amendment to Safe Harbor 401(k)

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

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

    By mwyatt, December 8, 2004
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • December 9, 2004

33. DOL Investigation

    By Guest mrilao, December 8, 2004
    • 15 replies
    • 3.9k views
    • 
    • AndyH
    • December 9, 2004

34. Coping with FAS 106

    By Guest Noelle, December 7, 2004
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • December 8, 2004

35. HCE definition when employers terminate ASG/CG relationship

    By Bird, December 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • December 8, 2004

36. EIN for Adopting Employer

    By Guest Roman, December 5, 2004
    • 14 replies
    • 1.5k views
    • 
    • GBurns
    • December 7, 2004

37. controlled group

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

38. Conversion process, trades and overdrafts

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

39. unbelievable

    By dh003i, November 10, 2004
    • 38 replies
    • 7.2k views
    • 
    • Appleby
    • December 3, 2004

40. Minimum Gateway Contribution

    By MarZDoates, December 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • MarZDoates
    • December 2, 2004

41. ERISA Outline Book

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

42. What is a CODA

    By Guest nadiarott, November 19, 2004
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • November 25, 2004

43. Design-based safe harbor and salaried employees

    By Guest mcw, November 23, 2004
    • 4 replies
    • 1.4k views
    • 
    • jquazza
    • November 24, 2004

44. Sidecar IRA vs QVEC?

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

45. changing def of plan compensation

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

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

    By dh003i, November 22, 2004
    • 7 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 23, 2004

47. Predecessor Employers

    By Guest Hilarion, November 22, 2004
    • 1 reply
    • 6.1k views
    • 
    • mbozek
    • November 22, 2004

48. Salary deferrals in a Leveraged KSOP

    By Guest dwerntz, November 17, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • November 22, 2004

49. Whatever became of Ira Cohen?

    By Guest 401der, November 19, 2004
    • 6 replies
    • 4.2k views
    • 
    • Kirk Maldonado
    • November 19, 2004

50. Qualified Plans Losing Ground to Annuities ?

    By JAY21, November 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • JAY21
    • November 19, 2004