Retirement Plans in General

5,791 topics in this forum

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

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

2. Eligibility requirements for participation and top-heavy rules

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

3. CDSC Reference

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

4. 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

5. Compensation Questions

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

6. Withholding at option of participant allowed?

   By Belgarath, October 26, 2004
   • 13 replies
   • 3k views
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   • Harwood
   • October 26, 2004

7. Late profit sharing contributions

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

8. Revisit the vesting on plan merger question

   By jkharvey, October 20, 2004
   • 4 replies
   • 1.3k views
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   • Ron Snyder
   • October 22, 2004

9. Form SS-4 Tip

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

10. Another integration question

    By Guest Moe Howard2, October 15, 2004
    • 45 replies
    • 6.5k views
    • 
    • Lynn Campbell
    • October 20, 2004

11. indexed rates

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

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

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

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

    By AndyH, October 13, 2004
    • 12 replies
    • 5.9k views
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    • david rigby
    • October 14, 2004

14. Plan integration .... 2.7% vs 2.4%

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

15. 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

16. Prohibited Transaction Exemption

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

17. Leased employee service

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

18. Strat-SD -- What is this?

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

19. Participation by non-resident aliens

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

20. Just curious...

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

21. Same Desk Rule, Spinoff?

    By Guest chris4013, October 8, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 8, 2004

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

    By Guest arlene, October 7, 2004
    • 7 replies
    • 2.2k views
    • 
    • Lori Friedman
    • October 7, 2004

23. Excess Contributions to PSP

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

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

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

25. 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

26. S-Corp Income?

    By dmb, October 1, 2004
    • 4 replies
    • 1.9k views
    • 
    • SoCalActuary
    • October 5, 2004

27. Reallcocation of forfeitures to terminated participants

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

28. Blackout Periods and Make Whole Contributions

    By Christine Roberts, September 30, 2004
    • 5 replies
    • 2.1k views
    • 
    • Christine Roberts
    • October 1, 2004

29. Takeover Plan-Fail deduction limit

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

30. Death of Employee in a Keough Plan

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

31. 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

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

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

33. 5500 or EZ for 1-man plan w/alternate payee?

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

34. What is the weight of IRS proposed regulations?

    By Guest EBBeginner, September 23, 2004
    • 4 replies
    • 3.6k views
    • 
    • Lori Friedman
    • September 23, 2004

35. Prior ASPA IRS/DOL Question Submissions

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

36. integration

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

37. Trust ID Number with "P" suffix

    By David MacLennan, September 21, 2004
    • 8 replies
    • 2.5k views
    • 
    • David MacLennan
    • September 22, 2004

38. 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

39. Who's the "payer" for Form 1099?

    By Lori Friedman, September 17, 2004
    • 1 reply
    • 2.3k views
    • 
    • SoCalActuary
    • September 17, 2004

40. Prohibited Transaction question

    By k man, September 1, 2004
    • 5 replies
    • 1.5k views
    • 
    • k man
    • September 17, 2004

41. Minimum contribution requirement for a top-heavy plan and forfeitures

    By Guest PaulaRafferty, September 16, 2004
    • 1 reply
    • 1.5k views
    • 
    • SoCalActuary
    • September 16, 2004

42. Affiliated Service Group in Physician/Hospital Joint Venture

    By Guest aciepluch, September 15, 2004
    • 1 reply
    • 2.3k views
    • 
    • KJohnson
    • September 15, 2004

43. Highlight of Western Pension & Benefits , ASPA conference.

    By jevd, September 15, 2004
    • 0 replies
    • 1.2k views
    • 
    • jevd
    • September 15, 2004

44. When is the prior custodian required to send money to new custodian?

    By Guest chris4013, September 14, 2004
    • 4 replies
    • 1.1k views
    • 
    • SoCalActuary
    • September 14, 2004

45. Seeking clarification on Roth IRA withdrawal

    By Guest wdb, September 14, 2004
    • 0 replies
    • 937 views
    • 
    • Guest
    • September 14, 2004

46. Controlled Group?

    By Guest RBlaine, September 9, 2004
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • September 14, 2004

47. 2004 ASPA annual conference

    By RLD513, September 2, 2004
    • 4 replies
    • 1.5k views
    • 
    • RLD513
    • September 14, 2004

48. RMD for spouse's estate

    By Guest terric, September 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mary Kay Foss
    • September 14, 2004

49. Plan Amendment re Forfeitures

    By chris, September 10, 2004
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • September 13, 2004

50. 501(a) tax exempt trust

    By Guest dubya, September 9, 2004
    • 9 replies
    • 6.5k views
    • 
    • mbozek
    • September 13, 2004