Retirement Plans in General

5,753 topics in this forum

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

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

2. Prohibited Transaction question

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

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

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

4. UBIT or not to UBIT

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

5. Controlled Group - 410(b) transitional rule

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

6. SAS 70 report

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

7. S-corporation deductions

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

8. 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

9. Self-Directed Profit Sharing Accounts

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

10. 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

11. 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

12. Sponsorship of DB plan by inactive corporation

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

13. attribution and controlled group

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

14. Phased Retirement

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

15. How many times has ERISA been amended?

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

16. Final Average Pay

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

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

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

18. Schedule C profit sharing contribution

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

19. Age weighted ps combined with 401(k)

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

20. State Tax Withholding

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

21. Controlled Group That Became Uncontrolled

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

22. Sole Owner and ERISA Plan

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

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

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

24. providing info to termd participant

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

25. Forfeiture problem

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

26. 410(b)(6)(C), SIMPLE, and Controlled Group

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

27. Owner and one non eligible EE

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

28. possible controlled group scenario

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

29. Controlled Group testing

    By Guest LoloV, July 21, 2004
    • 1 reply
    • 998 views
    • 
    • SoCalActuary
    • July 21, 2004

30. Participation & Top Heavy Requirements

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

31. Prefunded profit sharing contribution

    By Guest HeatherS, July 14, 2004
    • 2 replies
    • 3k views
    • 
    • rcline46
    • July 14, 2004

32. Prohibited Investment?

    By FJR, July 14, 2004
    • 0 replies
    • 1.1k views
    • 
    • FJR
    • July 14, 2004

33. new ideas on appeal in 2nd circuit

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

34. SAR

    By K-t-F, July 13, 2004
    • 1 reply
    • 1k views
    • 
    • WDIK
    • July 13, 2004

35. EIN Required for Plan (not Trust)?

    By Guest Patrick Foley, July 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • July 13, 2004

36. Benefits for Non-Compensated Directors

    By waid10, July 12, 2004
    • 4 replies
    • 1.7k views
    • 
    • 401 Chaos
    • July 16, 2004

37. 401(k) Plan for Guam Based Corporation

    By Guest Sparky, July 9, 2004
    • 0 replies
    • 3k views
    • 
    • Guest
    • July 9, 2004

38. Must unallocated forfeitures (suspense account) be reallocated among participants pursuant to a spin-off from a 401(k)/PSP?

    By smm, July 9, 2004
    • 2 replies
    • 6.1k views
    • 
    • E as in ERISA
    • July 9, 2004

39. Mandatory Employee Contributions

    By Guest long, July 8, 2004
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • July 9, 2004

40. Life Insurance Premiums

    By Guest SPOT, July 7, 2004
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • July 9, 2004

41. Plan design options covering just the owner

    By Guest R. Daestrom, July 6, 2004
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • July 8, 2004

42. Proposal Software Packages for plan design comparisons?

    By stephen, July 1, 2004
    • 5 replies
    • 2.1k views
    • 
    • stephen
    • July 2, 2004

43. Amended tax returns

    By Belgarath, July 1, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • July 1, 2004

44. Employer made rollover distribution instead of RMD

    By Guest fcdeacy, June 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • July 1, 2004

45. Summary Annual Report

    By Guest annieap1, June 29, 2004
    • 1 reply
    • 3.1k views
    • 
    • oriecat
    • June 30, 2004

46. Fidelity Bond Requirement

    By Guest ActuaryWannabe, June 29, 2004
    • 5 replies
    • 1.7k views
    • 
    • WDIK
    • June 29, 2004

47. QPSA Written Explanations

    By Guest StargazerL81, June 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 2, 2004

48. RMD's - employer missed payout date

    By Guest fcdeacy, June 28, 2004
    • 0 replies
    • 893 views
    • 
    • Guest
    • June 28, 2004

49. Counting hours for salaried employees

    By katieinny, June 24, 2004
    • 13 replies
    • 9.4k views
    • 
    • AndyH
    • June 30, 2004

50. Deposit not timely allocated to pariticpants' accounts

    By eilano, June 24, 2004
    • 0 replies
    • 975 views
    • 
    • eilano
    • June 24, 2004