Retirement Plans in General

5,772 topics in this forum

1. Trust ID Number with "P" suffix

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

2. 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

3. 5500 or EZ for 1-man plan w/alternate payee?

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

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

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

5. 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

6. Affiliated Service Group in Physician/Hospital Joint Venture

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

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

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

8. 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

9. Seeking clarification on Roth IRA withdrawal

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

10. RMD for spouse's estate

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

11. Plan Amendment re Forfeitures

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

12. 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

13. Freeze/Merger/Termination?

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

14. Controlled Group?

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

15. 501(a) tax exempt trust

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

16. Top Heavy Vesting

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

17. IS a QDRO reversable?

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

18. Prohibited Transaction?

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

19. 2004 ASPA annual conference

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

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

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

21. Prohibited Transaction question

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

22. 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

23. UBIT or not to UBIT

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

24. Controlled Group - 410(b) transitional rule

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

25. SAS 70 report

    By Guest mpark, August 30, 2004
    • 10 replies
    • 2.6k views
    • 
    • Guest
    • September 1, 2004

26. S-corporation deductions

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

27. Regs vs Proposed Regs vs IRC?

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

28. Self-Directed Profit Sharing Accounts

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

29. 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

30. anti-cut back rule and employer discretion

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

31. Sponsorship of DB plan by inactive corporation

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

32. attribution and controlled group

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

33. Phased Retirement

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

34. How many times has ERISA been amended?

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

35. Final Average Pay

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

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

    By Guest M. Martin, August 2, 2004
    • 8 replies
    • 3.4k views
    • 
    • jquazza
    • August 3, 2004

37. Schedule C profit sharing contribution

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

38. Age weighted ps combined with 401(k)

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

39. State Tax Withholding

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

40. Controlled Group That Became Uncontrolled

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

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

45. 410(b)(6)(C), SIMPLE, and Controlled Group

    By Belgarath, July 27, 2004
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • 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. possible controlled group scenario

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

48. Controlled Group testing

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

49. Participation & Top Heavy Requirements

    By Guest jgordon, July 20, 2004
    • 13 replies
    • 4.2k views
    • 
    • Guest
    • July 27, 2004

50. Prefunded profit sharing contribution

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