Retirement Plans in General

5,781 topics in this forum

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

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

2. providing info to termd participant

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

3. Forfeiture problem

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

4. 410(b)(6)(C), SIMPLE, and Controlled Group

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

5. Owner and one non eligible EE

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

6. possible controlled group scenario

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

7. Controlled Group testing

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

8. Participation & Top Heavy Requirements

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

9. Prefunded profit sharing contribution

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

10. Prohibited Investment?

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

11. new ideas on appeal in 2nd circuit

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

12. SAR

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

13. EIN Required for Plan (not Trust)?

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

14. Benefits for Non-Compensated Directors

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

15. 401(k) Plan for Guam Based Corporation

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

16. 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

17. Mandatory Employee Contributions

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

18. Life Insurance Premiums

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

19. Plan design options covering just the owner

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

20. Proposal Software Packages for plan design comparisons?

    By stephen, July 1, 2004
    • 5 replies
    • 2.2k views
    • 
    • stephen
    • July 2, 2004

21. Amended tax returns

    By Belgarath, July 1, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 1, 2004

22. Employer made rollover distribution instead of RMD

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

23. Summary Annual Report

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

24. Fidelity Bond Requirement

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

25. QPSA Written Explanations

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

26. RMD's - employer missed payout date

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

27. Counting hours for salaried employees

    By katieinny, June 24, 2004
    • 13 replies
    • 9.7k views
    • 
    • AndyH
    • June 30, 2004

28. Deposit not timely allocated to pariticpants' accounts

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

29. UBIT Tax Rates (brackets)

    By JAY21, June 24, 2004
    • 2 replies
    • 1.3k views
    • 
    • JAY21
    • June 24, 2004

30. Nondescrimination requirements for leased employees

    By katieinny, June 24, 2004
    • 0 replies
    • 1.1k views
    • 
    • katieinny
    • June 24, 2004

31. illegal immigrant & benefits

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

32. Rollover from deceased spouse's account under the plan & Top-heavy status

    By Guest terric, June 23, 2004
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • June 23, 2004

33. 415 Limits

    By Guest Hartnett123, June 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • AndyH
    • June 23, 2004

34. full year comp for initial short plan year?

    By Guest dubya, June 21, 2004
    • 1 reply
    • 968 views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

35. Old Federal Register Pages

    By MGB, June 19, 2004
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 22, 2004

36. 2003 Tax Withholding Not Remitted

    By JAY21, June 18, 2004
    • 0 replies
    • 894 views
    • 
    • JAY21
    • June 18, 2004

37. Plan year different from Tax Year of Corporation - Help !

    By Guest rffahey, June 16, 2004
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • June 17, 2004

38. Required Minimum Distribution for an estate

    By Guest terric, June 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mary Kay Foss
    • June 18, 2004

39. tax credit for small businesses

    By Guest dubya, June 15, 2004
    • 1 reply
    • 1.1k views
    • 
    • Lame Duck
    • June 15, 2004

40. Interesting Issue - Beneficiary Designations

    By Guest TroyRiley, June 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 13, 2004

41. corrective amendment

    By eilano, June 11, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • June 18, 2004

42. Records Retention - ERISA & IRS -What do they say?

    By ljr, June 9, 2004
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 9, 2004

43. Opinions needed on Employer/Employee relationship

    By No Name, June 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • June 9, 2004

44. Plan sponsor's obligation to provide individual with info regarding distributions after termination

    By Guest calcu, June 8, 2004
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • June 8, 2004

45. Another Controlled Group Issue

    By dmb, June 4, 2004
    • 0 replies
    • 1.1k views
    • 
    • dmb
    • June 4, 2004

46. insurance preium on land owned by ps plan

    By betheeg, June 3, 2004
    • 1 reply
    • 1k views
    • 
    • Alan Simpson
    • June 3, 2004

47. Tax on Prohibited Transactions

    By Guest Hartnett123, June 3, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 3, 2004

48. Failure to Deposit Profit Sharing Contribution

    By Guest Hartnett123, June 2, 2004
    • 8 replies
    • 4.9k views
    • 
    • AndyH
    • June 18, 2004

49. NHCE Opting out of Profit Sharing Plan

    By Guest Hartnett123, June 2, 2004
    • 11 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • July 8, 2004

50. Exclusion from "coverage test"

    By Guest Moe Howard2, June 2, 2004
    • 1 reply
    • 997 views
    • 
    • E as in ERISA
    • June 2, 2004