Retirement Plans in General

5,761 topics in this forum

1. Tax on Prohibited Transactions

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

2. Controlled Group?

   By dmb, June 1, 2004
   • 4 replies
   • 1.4k views
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   • WDIK
   • June 2, 2004

3. Exclusion from "coverage test"

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

4. Distribution to nonresident (Canadian) beneficiary.

   By Guest TroyRiley, June 1, 2004
   • 0 replies
   • 1k views
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   • Guest
   • June 1, 2004

5. Plan covers entities with varying benefit formulas

   By Guest cosmo01, May 26, 2004
   • 4 replies
   • 1.2k views
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   • Guest
   • May 28, 2004

6. Fees for locator services paid by plan

   By Guest Rae, May 14, 2004
   • 2 replies
   • 1.2k views
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   • Guest
   • May 28, 2004

7. QJSA Explanation for MPPP

   By Guest Patrick Foley, May 12, 2004
   • 6 replies
   • 2k views
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   • Guest
   • May 20, 2004

8. Coverable Employees?

   By Gilmore, May 14, 2004
   • 2 replies
   • 1.1k views
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   • Gilmore
   • May 20, 2004

9. Restoration of forfeited benefits...

   By jaemmons, May 5, 2004
   • 2 replies
   • 1.9k views
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   • david rigby
   • May 18, 2004

10. Custodian not releasing requested distributions

    By Guest moosegirl, May 12, 2004
    • 8 replies
    • 1.4k views
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    • mbozek
    • May 12, 2004

11. excluding owner by attribution from ps allocation

    By betheeg, May 12, 2004
    • 2 replies
    • 1.2k views
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    • Tom Poje
    • May 12, 2004

12. In-Law Attribution

    By Guest karlin, May 10, 2004
    • 3 replies
    • 1.6k views
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    • Blinky the 3-eyed Fish
    • May 11, 2004

13. 404 Deduction Limit

    By Gilmore, May 10, 2004
    • 4 replies
    • 2.7k views
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    • Gilmore
    • May 11, 2004

14. large plan audits

    By Guest SPOT, May 10, 2004
    • 1 reply
    • 1k views
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    • BFree
    • May 10, 2004

15. Deemed IRAs; Required Trustee

    By Guest RSNOW, December 17, 2003
    • 3 replies
    • 1.2k views
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    • jstorch
    • May 10, 2004

16. Depositing settlement proceeds from class action suits etc involving investments within the plan.

    By jevd, May 6, 2004
    • 4 replies
    • 1.3k views
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    • jevd
    • May 10, 2004

17. Duty to Follow Plan Document

    By Guest lvegas, March 9, 2004
    • 6 replies
    • 1.4k views
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    • david rigby
    • May 6, 2004

18. 50/50 ownership where one person owns 100% of the stock?

    By Belgarath, May 5, 2004
    • 2 replies
    • 1.2k views
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    • mbozek
    • May 5, 2004

19. Retention of Plan documents

    By mbozek, May 5, 2004
    • 1 reply
    • 1.1k views
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    • david rigby
    • May 5, 2004

20. 1000 Hours Requirement

    By J2D2, May 4, 2004
    • 0 replies
    • 1.9k views
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    • J2D2
    • May 4, 2004

21. Looking for a sample ERISA 101(d) notice

    By Lynn Campbell, May 4, 2004
    • 0 replies
    • 1.9k views
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    • Lynn Campbell
    • May 4, 2004

22. Mistake in Fact

    By Guest Hartnett123, April 30, 2004
    • 2 replies
    • 1.3k views
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    • Appleby
    • May 1, 2004

23. Removing optional forms without 90 day notice

    By Guest jdw, April 30, 2004
    • 0 replies
    • 983 views
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    • Guest
    • April 30, 2004

24. Can ER credit service with another employer that is not part of the controlled group?

    By Guest maac3, April 29, 2004
    • 1 reply
    • 1k views
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    • QDROphile
    • April 29, 2004

25. Protection of plan assets accrued in non ERISA plans

    By mbozek, April 28, 2004
    • 2 replies
    • 1.7k views
    • 
    • KJohnson
    • April 29, 2004

26. H.R. 1779 and it's potential effects on Defined Benefit Plans?

    By Guest fcdeacy, April 26, 2004
    • 8 replies
    • 1.2k views
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    • Guest
    • April 27, 2004

27. Sick Pay/Short Term Disability

    By Guest CharlieLaur, April 27, 2004
    • 1 reply
    • 1.4k views
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    • Guest
    • April 27, 2004

28. Carry forward non-deductible PS contributions

    By Guest sritts, April 23, 2004
    • 10 replies
    • 4.1k views
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    • Guest
    • April 27, 2004

29. Contribution to an owner's individual account

    By Guest terric, April 23, 2004
    • 2 replies
    • 932 views
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    • david rigby
    • April 23, 2004

30. Federal Withholding

    By Guest THess, April 22, 2004
    • 7 replies
    • 2.2k views
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    • Guest
    • April 23, 2004

31. Multiple Employer Plans on Prototype

    By Guest jgordon, April 22, 2004
    • 4 replies
    • 2k views
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    • KJohnson
    • April 22, 2004

32. breaks in service, forfeitures and years of service

    By eilano, April 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • eilano
    • April 22, 2004

33. 415 Limits for Profit Sharing Plan plus Govt. Plan

    By DP, April 21, 2004
    • 2 replies
    • 1.5k views
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    • DP
    • April 21, 2004

34. Withdrawal of IRA rollover from profit sharing plan

    By Guest moosegirl, January 21, 2004
    • 3 replies
    • 1.2k views
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    • QDROphile
    • April 19, 2004

35. Contribution due date for 501(c) organization

    By Guest MEWilson, April 13, 2004
    • 4 replies
    • 1.4k views
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    • Guest
    • April 16, 2004

36. URGENT - Can you pay UBTI tax with plan assets?

    By FundeK, April 15, 2004
    • 3 replies
    • 1.5k views
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    • Kirk Maldonado
    • April 16, 2004

37. Merging Money Purchase Plan into Profit Sharing Plan

    By Guest Ottrose, April 14, 2004
    • 4 replies
    • 1.8k views
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    • mbozek
    • April 15, 2004

38. controlled group

    By eilano, April 14, 2004
    • 1 reply
    • 1k views
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    • Archimage
    • April 14, 2004

39. Pentrak

    By Guest STLamb, April 13, 2004
    • 0 replies
    • 4.9k views
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    • Guest
    • April 13, 2004

40. Target trouble?

    By Jed Macy, April 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • April 12, 2004

41. Common Law Employees?

    By Gilmore, April 6, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • April 7, 2004

42. Verifying whether an employer exists

    By Guest R. Daestrom, April 6, 2004
    • 2 replies
    • 1k views
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    • Appleby
    • April 7, 2004

43. Control Group Determination

    By Guest M. Martin, April 6, 2004
    • 3 replies
    • 1.2k views
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    • Mike Preston
    • April 6, 2004

44. plans subject to QJSA

    By Guest sritts, April 2, 2004
    • 3 replies
    • 1.6k views
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    • david rigby
    • April 5, 2004

45. family attribution & controlled group woes

    By Guest dubya, March 31, 2004
    • 2 replies
    • 1.2k views
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    • Lame Duck
    • March 31, 2004

46. new plan eligibility

    By Guest R. Daestrom, March 31, 2004
    • 2 replies
    • 937 views
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    • Guest
    • March 31, 2004

47. Settlement agreement does not mention plan

    By Guest JD698, March 30, 2004
    • 5 replies
    • 1.6k views
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    • TBob
    • March 31, 2004

48. When to forfeit?

    By R. Butler, March 26, 2004
    • 1 reply
    • 1.3k views
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    • Tom Poje
    • March 31, 2004

49. payout without settlement agreement

    By Guest JD698, March 29, 2004
    • 2 replies
    • 1.5k views
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    • Harwood
    • March 29, 2004

50. Controlled group/fish story

    By Belgarath, February 11, 2004
    • 3 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 29, 2004