Retirement Plans in General

5,850 topics in this forum

1. prohibited trasaction

   By Guest mringo, November 5, 2004
   • 4 replies
   • 1.7k views
   • 
   • SoCalActuary
   • November 10, 2004

2. Coverage testing and HCE determination

   By Guest JBeck, November 10, 2004
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • November 10, 2004

3. Safe Harbor 401(k) P/S Plan & Defined Benefit Plan - Same Employer

   By Guest tgraham, November 10, 2004
   • 5 replies
   • 2.2k views
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   • Blinky the 3-eyed Fish
   • November 10, 2004

4. Multi Employer DB Plan - When do you start calculating break in service?

   By Guest fcdeacy, November 9, 2004
   • 0 replies
   • 1.2k views
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   • Guest
   • November 9, 2004

5. Any way around this?

   By Basically, November 8, 2004
   • 3 replies
   • 1.5k views
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   • Tom Poje
   • November 8, 2004

6. Controlled group

   By bzorc, November 8, 2004
   • 6 replies
   • 1.7k views
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   • Belgarath
   • November 8, 2004

7. Vesting question on controlled group plan being separated into 2 plans

   By Guest nlmc18, November 4, 2004
   • 9 replies
   • 1.9k views
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   • Guest
   • November 5, 2004

8. Last-day requirement in standardized m&p plans

   By Guest Hilarion, November 1, 2004
   • 10 replies
   • 2.8k views
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   • Archimage
   • November 4, 2004

9. Leased Collectively Bargained Employees

   By Guest pension222, October 29, 2004
   • 6 replies
   • 3.2k views
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   • Guest
   • November 1, 2004

10. tax-treatment of second "job"

    By Guest anarchocap, October 29, 2004
    • 6 replies
    • 3k views
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    • dh003i
    • November 1, 2004

11. Eliminate protected benefits in merger of Domestic Plan into Puerto Rican Plan?

    By Guest ERISAcatNraleigh, November 1, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2004

12. Eligibility requirements for participation and top-heavy rules

    By Guest Hilarion, November 1, 2004
    • 2 replies
    • 1.5k views
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    • Guest
    • November 1, 2004

13. CDSC Reference

    By Disco Stu, October 29, 2004
    • 1 reply
    • 1.5k views
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    • Jon Chambers
    • October 30, 2004

14. Minimum Funding when last day rqmt. and services cease during year.

    By Guest chris4013, October 20, 2004
    • 17 replies
    • 3.1k views
    • 
    • No Name
    • October 29, 2004

15. Compensation Questions

    By Archimage, October 13, 2004
    • 22 replies
    • 4.3k views
    • 
    • Archimage
    • October 29, 2004

16. Withholding at option of participant allowed?

    By Belgarath, October 26, 2004
    • 13 replies
    • 4.3k views
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    • Harwood
    • October 26, 2004

17. Late profit sharing contributions

    By Guest terric, October 8, 2004
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • October 22, 2004

18. Revisit the vesting on plan merger question

    By jkharvey, October 20, 2004
    • 4 replies
    • 1.8k views
    • 
    • Ron Snyder
    • October 22, 2004

19. Form SS-4 Tip

    By David MacLennan, October 21, 2004
    • 0 replies
    • 2.8k views
    • 
    • David MacLennan
    • October 21, 2004

20. Another integration question

    By Guest Moe Howard2, October 15, 2004
    • 45 replies
    • 8.1k views
    • 
    • Lynn Campbell
    • October 20, 2004

21. indexed rates

    By Tom Poje, October 19, 2004
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 20, 2004

22. Presidentially declared disaster areas- Extended deadline to establish SEPs/SIMPLEs?

    By Appleby, October 19, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 19, 2004

23. Misrepresentation of marital status-what are the sponsor's responsibilities?

    By AndyH, October 13, 2004
    • 12 replies
    • 6.9k views
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    • david rigby
    • October 14, 2004

24. Plan integration .... 2.7% vs 2.4%

    By Guest Moe Howard2, October 13, 2004
    • 3 replies
    • 1.7k views
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    • WDIK
    • October 13, 2004

25. Vesting Service going from SIMPLE to 401(k)

    By dmb, October 13, 2004
    • 2 replies
    • 1.4k views
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    • dmb
    • October 13, 2004

26. Prohibited Transaction Exemption

    By Archimage, October 12, 2004
    • 2 replies
    • 1.4k views
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    • JAY21
    • October 12, 2004

27. Leased employee service

    By Guest rrbpsn, October 12, 2004
    • 2 replies
    • 2.4k views
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    • Belgarath
    • October 12, 2004

28. Strat-SD -- What is this?

    By Archimage, October 11, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 11, 2004

29. Participation by non-resident aliens

    By Guest DonnaD, October 7, 2004
    • 2 replies
    • 1.5k views
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    • mbozek
    • October 11, 2004

30. Just curious...

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

31. Same Desk Rule, Spinoff?

    By Guest chris4013, October 8, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 8, 2004

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

    By Guest arlene, October 7, 2004
    • 7 replies
    • 3.2k views
    • 
    • Lori Friedman
    • October 7, 2004

33. Excess Contributions to PSP

    By Guest cgriffin, October 7, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 7, 2004

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

    By david rigby, October 6, 2004
    • 1 reply
    • 1.7k views
    • 
    • AndyH
    • October 7, 2004

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

    By Belgarath, September 29, 2004
    • 8 replies
    • 2.5k views
    • 
    • Bird
    • October 5, 2004

36. S-Corp Income?

    By dmb, October 1, 2004
    • 4 replies
    • 2.4k views
    • 
    • SoCalActuary
    • October 5, 2004

37. Reallcocation of forfeitures to terminated participants

    By Guest clientmgr, October 4, 2004
    • 5 replies
    • 1.8k views
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    • david rigby
    • October 5, 2004

38. Blackout Periods and Make Whole Contributions

    By Christine Roberts, September 30, 2004
    • 5 replies
    • 2.4k views
    • 
    • Christine Roberts
    • October 1, 2004

39. Takeover Plan-Fail deduction limit

    By Guest MEWilson, September 29, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • September 30, 2004

40. Death of Employee in a Keough Plan

    By Guest carolinawind, September 23, 2004
    • 18 replies
    • 3.4k views
    • 
    • Tom Poje
    • September 29, 2004

41. 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
    • 2.6k views
    • 
    • E as in ERISA
    • September 27, 2004

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

    By TCWalker, September 23, 2004
    • 3 replies
    • 2.3k views
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    • mbozek
    • September 24, 2004

43. 5500 or EZ for 1-man plan w/alternate payee?

    By mming, September 17, 2004
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 24, 2004

44. What is the weight of IRS proposed regulations?

    By Guest EBBeginner, September 23, 2004
    • 4 replies
    • 4.1k views
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    • Lori Friedman
    • September 23, 2004

45. Prior ASPA IRS/DOL Question Submissions

    By FundeK, September 23, 2004
    • 0 replies
    • 1.3k views
    • 
    • FundeK
    • September 23, 2004

46. integration

    By Tom Poje, September 22, 2004
    • 1 reply
    • 1.5k views
    • 
    • Basically
    • September 23, 2004

47. Trust ID Number with "P" suffix

    By David MacLennan, September 21, 2004
    • 8 replies
    • 3.3k views
    • 
    • David MacLennan
    • September 22, 2004

48. 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
    • 2.2k views
    • 
    • Bird
    • September 22, 2004

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

    By Lori Friedman, September 17, 2004
    • 1 reply
    • 2.9k views
    • 
    • SoCalActuary
    • September 17, 2004

50. Prohibited Transaction question

    By k man, September 1, 2004
    • 5 replies
    • 1.8k views
    • 
    • k man
    • September 17, 2004