Retirement Plans in General

5,791 topics in this forum

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

   By Guest Suzanne, September 10, 2004
   • 6 replies
   • 4.7k views
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   • Mary Kay Foss
   • September 12, 2004

2. Freeze/Merger/Termination?

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

3. Top Heavy Vesting

   By nancy, September 7, 2004
   • 18 replies
   • 4.4k views
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   • AndyH
   • September 10, 2004

4. 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

5. IS a QDRO reversable?

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

6. Prohibited Transaction?

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

7. UBIT or not to UBIT

   By JAY21, August 31, 2004
   • 5 replies
   • 1.5k views
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   • JAY21
   • September 1, 2004

8. 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

9. SAS 70 report

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

10. 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

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

    By Guest vantagepension, September 30, 2003
    • 7 replies
    • 14.3k views
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    • alanm
    • September 1, 2004

12. Controlled Group - 410(b) transitional rule

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

13. S-corporation deductions

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

14. 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

15. 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

16. Self-Directed Profit Sharing Accounts

    By DP, August 20, 2004
    • 10 replies
    • 4.5k views
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    • Jon Chambers
    • August 25, 2004

17. anti-cut back rule and employer discretion

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

18. PBGC question

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

19. Sponsorship of DB plan by inactive corporation

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

20. Age weighted ps combined with 401(k)

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

21. attribution and controlled group

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

22. Phased Retirement

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

23. Final Average Pay

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

24. Schedule C profit sharing contribution

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

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

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

26. Forfeiture problem

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

27. Controlled Group That Became Uncontrolled

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

28. State Tax Withholding

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

29. Sole Owner and ERISA Plan

    By SRM, July 29, 2004
    • 2 replies
    • 2.4k views
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    • SRM
    • July 29, 2004

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

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

31. providing info to termd participant

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

32. 410(b)(6)(C), SIMPLE, and Controlled Group

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

33. Participation & Top Heavy Requirements

    By Guest jgordon, July 20, 2004
    • 13 replies
    • 4.3k views
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    • Guest
    • July 27, 2004

34. Owner and one non eligible EE

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

35. illegal immigrant & benefits

    By Guest BarryK, June 23, 2004
    • 12 replies
    • 6k views
    • 
    • Guest
    • July 26, 2004

36. Benefit plans

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

37. possible controlled group scenario

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

38. 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

39. Controlled Group testing

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

40. Benefits for Non-Compensated Directors

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

41. Prefunded profit sharing contribution

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

42. Prohibited Investment?

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

43. EIN Required for Plan (not Trust)?

    By Guest Patrick Foley, July 12, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • July 13, 2004

44. SAR

    By K-t-F, July 13, 2004
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • July 13, 2004

45. 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
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    • E as in ERISA
    • July 9, 2004

46. 401(k) Plan for Guam Based Corporation

    By Guest Sparky, July 9, 2004
    • 0 replies
    • 3.1k views
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    • Guest
    • July 9, 2004

47. Mandatory Employee Contributions

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

48. Life Insurance Premiums

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

49. Ap for Determination in Puerto Rico and Guam

    By Guest wendycatherine, August 3, 2001
    • 4 replies
    • 1.9k views
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    • k man
    • July 9, 2004

50. Plan design options covering just the owner

    By Guest R. Daestrom, July 6, 2004
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • July 8, 2004