Retirement Plans in General

5,762 topics in this forum

1. Death of Employee in a Keough Plan

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

2. 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

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

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

4. 5500 or EZ for 1-man plan w/alternate payee?

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

5. What is the weight of IRS proposed regulations?

   By Guest EBBeginner, September 23, 2004
   • 4 replies
   • 3.5k views
   • 
   • Lori Friedman
   • September 23, 2004

6. Prior ASPA IRS/DOL Question Submissions

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

7. integration

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

8. Trust ID Number with "P" suffix

   By David MacLennan, September 21, 2004
   • 8 replies
   • 2.4k views
   • 
   • David MacLennan
   • September 22, 2004

9. 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

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

    By Lori Friedman, September 17, 2004
    • 1 reply
    • 2.2k views
    • 
    • SoCalActuary
    • September 17, 2004

11. Prohibited Transaction question

    By k man, September 1, 2004
    • 5 replies
    • 1.4k views
    • 
    • k man
    • September 17, 2004

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

    By Guest PaulaRafferty, September 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • SoCalActuary
    • September 16, 2004

13. Affiliated Service Group in Physician/Hospital Joint Venture

    By Guest aciepluch, September 15, 2004
    • 1 reply
    • 2.2k views
    • 
    • KJohnson
    • September 15, 2004

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

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

15. 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

16. Seeking clarification on Roth IRA withdrawal

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

17. Controlled Group?

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

18. 2004 ASPA annual conference

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

19. RMD for spouse's estate

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

20. Plan Amendment re Forfeitures

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

21. 501(a) tax exempt trust

    By Guest dubya, September 9, 2004
    • 9 replies
    • 6.4k views
    • 
    • mbozek
    • September 13, 2004

22. Who is responsible for filing form 990T for qualified plans?

    By Guest Suzanne, September 10, 2004
    • 6 replies
    • 4.6k views
    • 
    • Mary Kay Foss
    • September 12, 2004

23. Freeze/Merger/Termination?

    By chris, September 10, 2004
    • 4 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 10, 2004

24. Top Heavy Vesting

    By nancy, September 7, 2004
    • 18 replies
    • 4.3k views
    • 
    • AndyH
    • September 10, 2004

25. New plan... no compensation... only rollover contributions

    By K-t-F, September 2, 2004
    • 11 replies
    • 1.7k views
    • 
    • SoCalActuary
    • September 9, 2004

26. IS a QDRO reversable?

    By Guest wiley111, September 3, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • September 3, 2004

27. Prohibited Transaction?

    By Belgarath, September 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • Demosthenes
    • September 3, 2004

28. UBIT or not to UBIT

    By JAY21, August 31, 2004
    • 5 replies
    • 1.4k views
    • 
    • JAY21
    • September 1, 2004

29. How do you calculate Compensaiton for the Doctors in the following scenario?

    By stephen, September 1, 2004
    • 1 reply
    • 1k views
    • 
    • alanm
    • September 1, 2004

30. SAS 70 report

    By Guest mpark, August 30, 2004
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • September 1, 2004

31. How many times has ERISA been amended?

    By Guest mab, August 5, 2004
    • 11 replies
    • 12.7k views
    • 
    • AndyH
    • September 1, 2004

32. Could a collective trust fund of a bank hold individual group annuity contracts?

    By Guest vantagepension, September 30, 2003
    • 7 replies
    • 14.2k views
    • 
    • alanm
    • September 1, 2004

33. Controlled Group - 410(b) transitional rule

    By dmb, August 31, 2004
    • 2 replies
    • 1.1k views
    • 
    • dmb
    • August 31, 2004

34. S-corporation deductions

    By Belgarath, August 27, 2004
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • August 30, 2004

35. Referral to pros/cons website or article of taking retirement 401k dist. as IRA rollover and annuitizing

    By Guest jusducki, August 18, 2004
    • 23 replies
    • 2.5k views
    • 
    • Guest
    • August 27, 2004

36. Regs vs Proposed Regs vs IRC?

    By Guest saber, August 26, 2004
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • August 27, 2004

37. Self-Directed Profit Sharing Accounts

    By DP, August 20, 2004
    • 10 replies
    • 4.4k views
    • 
    • Jon Chambers
    • August 25, 2004

38. anti-cut back rule and employer discretion

    By Guest Smokin, August 17, 2004
    • 2 replies
    • 2.5k views
    • 
    • MGB
    • August 17, 2004

39. PBGC question

    By Guest Art Tepfer, August 19, 1998
    • 12 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 16, 2004

40. Sponsorship of DB plan by inactive corporation

    By Guest ActuaryWannabe, August 12, 2004
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • August 13, 2004

41. Age weighted ps combined with 401(k)

    By Belgarath, July 30, 2004
    • 4 replies
    • 1.7k views
    • 
    • AndyH
    • August 12, 2004

42. attribution and controlled group

    By Guest quinn the car fixer, August 9, 2004
    • 7 replies
    • 1.7k views
    • 
    • R. Butler
    • August 12, 2004

43. Phased Retirement

    By Guest Phased, August 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • MGB
    • August 9, 2004

44. Final Average Pay

    By Guest calcu, August 4, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 4, 2004

45. Schedule C profit sharing contribution

    By Guest chris4013, July 30, 2004
    • 7 replies
    • 5.6k views
    • 
    • Archimage
    • August 3, 2004

46. Definition of Non-Key Employee & required TH minimum

    By Guest M. Martin, August 2, 2004
    • 8 replies
    • 3.3k views
    • 
    • jquazza
    • August 3, 2004

47. Forfeiture problem

    By Guest LoloV, July 29, 2004
    • 5 replies
    • 1.6k views
    • 
    • WDIK
    • July 30, 2004

48. Controlled Group That Became Uncontrolled

    By Guest merlin, July 29, 2004
    • 5 replies
    • 1.8k views
    • 
    • SoCalActuary
    • July 30, 2004

49. State Tax Withholding

    By Archimage, July 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 29, 2004

50. Sole Owner and ERISA Plan

    By SRM, July 29, 2004
    • 2 replies
    • 2.3k views
    • 
    • SRM
    • July 29, 2004