Retirement Plans in General

5,848 topics in this forum

1. Fidelity Bond required when only remaining participants are owners?

   By jukeboy56, March 4, 2005
   • 16 replies
   • 4.4k views
   • 
   • AndyH
   • March 22, 2005

2. Retirement account in deceased’s name?

   By jane123, March 9, 2005
   • 1 reply
   • 1.6k views
   • 
   • mbozek
   • March 16, 2005

3. Anybody who has taken DC courses for ASPPA deignations

   By Guest mrjones, March 14, 2005
   • 11 replies
   • 6k views
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   • AndyH
   • March 15, 2005

4. Need help with an oldie but a goodie. 401(a)(17) and Rollover amendments...

   By jkharvey, March 10, 2005
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • March 10, 2005

5. Transitional management of retirement plans due to acquisition

   By Guest keep it simple, March 9, 2005
   • 3 replies
   • 1.6k views
   • 
   • SoCalActuary
   • March 10, 2005

6. What does "last day employment" mean?

   By Guest CharlieLaur, February 25, 2005
   • 16 replies
   • 24.9k views
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   • mbozek
   • March 8, 2005

7. How about a blanket Amnesty and clean slate?

   By Belgarath, February 23, 2005
   • 32 replies
   • 5.4k views
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   • Harwood
   • March 5, 2005

8. Procedure when a business changes from sole proprietor to a corporation. What must one do ?

   By Guest DIGMYDOG, March 4, 2005
   • 4 replies
   • 1.7k views
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   • wmyer
   • March 4, 2005

9. Partnership Owner Percentages for TH, HCE determination

   By mwyatt, March 1, 2005
   • 1 reply
   • 1.9k views
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   • jaemmons
   • March 2, 2005

10. Plan Design Question Regarding Vesting

    By Archimage, March 1, 2005
    • 5 replies
    • 1.5k views
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    • Archimage
    • March 1, 2005

11. Is 20% withholding necessary on IRS levy?

    By Guest moosegirl, February 28, 2005
    • 1 reply
    • 2k views
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    • Harwood
    • February 28, 2005

12. Pension benefits deferred through employer error

    By Guest atraveler, February 26, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • February 26, 2005

13. timing of profit sharing deposits and filing of corporate return

    By joano, February 18, 2005
    • 9 replies
    • 9.9k views
    • 
    • Guest
    • February 24, 2005

14. Correcting/Reporting Double Posted Employee Deferrals

    By Guest invstbnkr, February 23, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 23, 2005

15. Can Employer Pay Plan Fees for One Participant

    By Guest msxtrme, January 31, 2005
    • 20 replies
    • 4.2k views
    • 
    • alanm
    • February 22, 2005

16. Timing of Amending a Plan

    By Guest ChopperPilot, February 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 18, 2005

17. Union Arrangement?

    By WDIK, February 16, 2005
    • 20 replies
    • 4.4k views
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    • Bird
    • February 18, 2005

18. Safe Harbor Plans

    By FJR, February 16, 2005
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 16, 2005

19. USERRA & 410(b) testing for employee who takes a position with a different employer.

    By Guest terric, February 15, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 15, 2005

20. Distributions in top heavy determination

    By Guest jim williams, February 14, 2005
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • February 15, 2005

21. 415 compensation

    By Santo Gold, February 14, 2005
    • 1 reply
    • 2.2k views
    • 
    • jquazza
    • February 15, 2005

22. Merging two Profit Sharing Plans - one with union employees

    By Guest terric, February 14, 2005
    • 3 replies
    • 1.5k views
    • 
    • Effen
    • February 14, 2005

23. Giving the financial advisor a "heads-up" - OK or not OK?

    By Santo Gold, February 11, 2005
    • 10 replies
    • 2k views
    • 
    • Santo Gold
    • February 14, 2005

24. Can someone get a copy of a Plan Document from Fed Govt

    By AndyH, February 7, 2005
    • 13 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • February 11, 2005

25. 2 employers sharing the 404(a)(3) deduction limit

    By Santo Gold, January 31, 2005
    • 4 replies
    • 2.1k views
    • 
    • E as in ERISA
    • February 8, 2005

26. Backlash from Carol Gold's Memorandum

    By katieinny, January 28, 2005
    • 26 replies
    • 6.5k views
    • 
    • E as in ERISA
    • February 8, 2005

27. Rainmaker Plan

    By Just Me, February 4, 2005
    • 2 replies
    • 2.9k views
    • 
    • Just Me
    • February 7, 2005

28. 404(c) language in a Summary Plan Description

    By katieinny, February 4, 2005
    • 1 reply
    • 2.1k views
    • 
    • WDIK
    • February 4, 2005

29. Rate Banding

    By wmyer, February 4, 2005
    • 3 replies
    • 3.1k views
    • 
    • Tom Poje
    • February 4, 2005

30. Amending an adoption agreement...retroactive?

    By Lori Friedman, February 1, 2005
    • 16 replies
    • 6.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 2, 2005

31. Top Heavy Profit Sharing Plan - Must there be an ER contribution?

    By Guest ChopperPilot, February 2, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 2, 2005

32. ANNUAL loan payment? Correction?

    By Basically, January 31, 2005
    • 6 replies
    • 1.6k views
    • 
    • FundeK
    • January 31, 2005

33. Controlled Group

    By DP, January 27, 2005
    • 1 reply
    • 1.2k views
    • 
    • smm
    • January 27, 2005

34. Adopting Employer

    By Rai401k, January 26, 2005
    • 2 replies
    • 1.7k views
    • 
    • SoCalActuary
    • January 27, 2005

35. top heavy or not top heavy?

    By Santo Gold, January 24, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 25, 2005

36. Pro-rated limitation year (Sec. 415)

    By Lori Friedman, January 21, 2005
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 24, 2005

37. Consultanting Firms for RFP Assistance

    By Guest cole stevenson, January 20, 2005
    • 7 replies
    • 2.2k views
    • 
    • GBurns
    • January 21, 2005

38. ASG or what?

    By SMB, January 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • January 20, 2005

39. John Doe MD SC

    By Belgarath, January 20, 2005
    • 13 replies
    • 12.7k views
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    • AndyH
    • January 20, 2005

40. Is distribution availability a protected benefit?

    By Santo Gold, January 14, 2005
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • January 14, 2005

41. "Special" PS contribution to specific people

    By Guest TrustMe401k, December 29, 2004
    • 25 replies
    • 6.6k views
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    • Bird
    • January 13, 2005

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

    By doombuggy, January 5, 2005
    • 13 replies
    • 2.5k views
    • 
    • Guest
    • January 7, 2005

43. IRS Audit Guide/Handbook

    By Archimage, January 5, 2005
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • January 5, 2005

44. Counting hours for non-hourly employees

    By Santo Gold, December 22, 2004
    • 10 replies
    • 2k views
    • 
    • Santo Gold
    • January 5, 2005

45. Mandatory Employee Contributions to MPP Plan

    By Guest long, December 31, 2004
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • January 4, 2005

46. Investment options

    By Guest bba, December 30, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • January 4, 2005

47. Plan Audit of Money Purchase and Profit sharing Plans

    By thepensionmaven, January 4, 2005
    • 2 replies
    • 1.4k views
    • 
    • SoCalActuary
    • January 4, 2005

48. 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
    • 1.4k views
    • 
    • Guest
    • December 30, 2004

49. OmniPlus and OmniPlan

    By Guest ameet, December 29, 2004
    • 1 reply
    • 6.1k views
    • 
    • GBurns
    • December 30, 2004

50. Employer and deductibility issues

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