Retirement Plans in General

5,753 topics in this forum

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

   By Lori Friedman, September 17, 2004
   • 1 reply
   • 2.1k views
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   • SoCalActuary
   • September 17, 2004

2. Prohibited Transaction question

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

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

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

4. Affiliated Service Group in Physician/Hospital Joint Venture

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

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

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

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

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

7. Seeking clarification on Roth IRA withdrawal

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

8. Controlled Group?

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

9. 2004 ASPA annual conference

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

10. RMD for spouse's estate

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

11. Plan Amendment re Forfeitures

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

12. 501(a) tax exempt trust

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

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

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

14. Freeze/Merger/Termination?

    By chris, September 10, 2004
    • 4 replies
    • 2k views
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    • Blinky the 3-eyed Fish
    • September 10, 2004

15. Top Heavy Vesting

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

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

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

17. IS a QDRO reversable?

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

18. Prohibited Transaction?

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

19. UBIT or not to UBIT

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

20. 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

21. SAS 70 report

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

22. How many times has ERISA been amended?

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

23. 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

24. Controlled Group - 410(b) transitional rule

    By dmb, August 31, 2004
    • 2 replies
    • 1k views
    • 
    • dmb
    • August 31, 2004

25. S-corporation deductions

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

26. 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
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    • Guest
    • August 27, 2004

27. Regs vs Proposed Regs vs IRC?

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

28. Self-Directed Profit Sharing Accounts

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

29. anti-cut back rule and employer discretion

    By Guest Smokin, August 17, 2004
    • 2 replies
    • 2.4k views
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    • MGB
    • August 17, 2004

30. PBGC question

    By Guest Art Tepfer, August 19, 1998
    • 12 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • August 16, 2004

31. Sponsorship of DB plan by inactive corporation

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

32. Age weighted ps combined with 401(k)

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

33. attribution and controlled group

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

34. Phased Retirement

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

35. Final Average Pay

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

36. Schedule C profit sharing contribution

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

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

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

38. Forfeiture problem

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

39. Controlled Group That Became Uncontrolled

    By Guest merlin, July 29, 2004
    • 5 replies
    • 1.7k views
    • 
    • SoCalActuary
    • July 30, 2004

40. State Tax Withholding

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

41. Sole Owner and ERISA Plan

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

42. Funding deficiency in MP plan-treatment of lost earnings

    By AndyH, July 29, 2004
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • July 29, 2004

43. providing info to termd participant

    By betheeg, July 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • July 29, 2004

44. 410(b)(6)(C), SIMPLE, and Controlled Group

    By Belgarath, July 27, 2004
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • July 27, 2004

45. Participation & Top Heavy Requirements

    By Guest jgordon, July 20, 2004
    • 13 replies
    • 4.1k views
    • 
    • Guest
    • July 27, 2004

46. Owner and one non eligible EE

    By K-t-F, July 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • July 26, 2004

47. illegal immigrant & benefits

    By Guest BarryK, June 23, 2004
    • 12 replies
    • 5.9k views
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    • Guest
    • July 26, 2004

48. Benefit plans

    By Guest wojo2424, January 19, 2004
    • 4 replies
    • 2.5k views
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    • wmyer
    • July 26, 2004

49. possible controlled group scenario

    By dmb, July 21, 2004
    • 10 replies
    • 1.7k views
    • 
    • Archimage
    • July 22, 2004

50. new ideas on appeal in 2nd circuit

    By Guest lawgirl2004, July 13, 2004
    • 3 replies
    • 1.2k views
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    • SoCalActuary
    • July 22, 2004