Retirement Plans in General

5,772 topics in this forum

1. Just curious...

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

2. Same Desk Rule, Spinoff?

   By Guest chris4013, October 8, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 8, 2004

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

   By Guest arlene, October 7, 2004
   • 7 replies
   • 2k views
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   • Lori Friedman
   • October 7, 2004

4. Excess Contributions to PSP

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

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

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

6. Do plans have to be amended by 3-28-05 for direct rollover rules?

   By Belgarath, September 29, 2004
   • 8 replies
   • 1.9k views
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   • Bird
   • October 5, 2004

7. S-Corp Income?

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

8. Reallcocation of forfeitures to terminated participants

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

9. Blackout Periods and Make Whole Contributions

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

10. Takeover Plan-Fail deduction limit

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

11. Death of Employee in a Keough Plan

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

12. 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
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    • E as in ERISA
    • September 27, 2004

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

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

14. 5500 or EZ for 1-man plan w/alternate payee?

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

15. What is the weight of IRS proposed regulations?

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

16. Prior ASPA IRS/DOL Question Submissions

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

17. integration

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

18. Trust ID Number with "P" suffix

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

19. 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

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

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

21. Prohibited Transaction question

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

22. 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

23. Affiliated Service Group in Physician/Hospital Joint Venture

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

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

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

25. 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

26. Seeking clarification on Roth IRA withdrawal

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

27. Controlled Group?

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

28. 2004 ASPA annual conference

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

29. RMD for spouse's estate

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

30. Plan Amendment re Forfeitures

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

31. 501(a) tax exempt trust

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

32. 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

33. Freeze/Merger/Termination?

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

34. Top Heavy Vesting

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

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

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

36. IS a QDRO reversable?

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

37. Prohibited Transaction?

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

38. UBIT or not to UBIT

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

39. 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

40. SAS 70 report

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

41. How many times has ERISA been amended?

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

42. 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

43. Controlled Group - 410(b) transitional rule

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

44. S-corporation deductions

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

45. 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

46. Regs vs Proposed Regs vs IRC?

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

47. Self-Directed Profit Sharing Accounts

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

48. anti-cut back rule and employer discretion

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

49. PBGC question

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

50. Sponsorship of DB plan by inactive corporation

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