Retirement Plans in General

5,817 topics in this forum

1. Schedule C profit sharing contribution

   By Guest chris4013, July 30, 2004
   • 7 replies
   • 5.8k views
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   • Archimage
   • August 3, 2004

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

   By Guest M. Martin, August 2, 2004
   • 8 replies
   • 3.6k views
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   • jquazza
   • August 3, 2004

3. Forfeiture problem

   By Guest LoloV, July 29, 2004
   • 5 replies
   • 1.7k views
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   • WDIK
   • July 30, 2004

4. Controlled Group That Became Uncontrolled

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

5. State Tax Withholding

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

6. Sole Owner and ERISA Plan

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

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

   By AndyH, July 29, 2004
   • 5 replies
   • 1.4k views
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   • Belgarath
   • July 29, 2004

8. providing info to termd participant

   By betheeg, July 29, 2004
   • 1 reply
   • 1.2k views
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   • rcline46
   • July 29, 2004

9. 410(b)(6)(C), SIMPLE, and Controlled Group

   By Belgarath, July 27, 2004
   • 1 reply
   • 1.6k views
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   • Belgarath
   • July 27, 2004

10. Participation & Top Heavy Requirements

    By Guest jgordon, July 20, 2004
    • 13 replies
    • 4.4k views
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    • Guest
    • July 27, 2004

11. Owner and one non eligible EE

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

12. illegal immigrant & benefits

    By Guest BarryK, June 23, 2004
    • 12 replies
    • 6.2k views
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    • Guest
    • July 26, 2004

13. Benefit plans

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

14. possible controlled group scenario

    By dmb, July 21, 2004
    • 10 replies
    • 1.8k views
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    • Archimage
    • July 22, 2004

15. 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

16. Controlled Group testing

    By Guest LoloV, July 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • SoCalActuary
    • July 21, 2004

17. Benefits for Non-Compensated Directors

    By waid10, July 12, 2004
    • 4 replies
    • 1.8k views
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    • 401 Chaos
    • July 16, 2004

18. Prefunded profit sharing contribution

    By Guest HeatherS, July 14, 2004
    • 2 replies
    • 3.1k views
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    • rcline46
    • July 14, 2004

19. Prohibited Investment?

    By FJR, July 14, 2004
    • 0 replies
    • 1.2k views
    • 
    • FJR
    • July 14, 2004

20. EIN Required for Plan (not Trust)?

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

21. SAR

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

22. 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

23. 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

24. Mandatory Employee Contributions

    By Guest long, July 8, 2004
    • 3 replies
    • 2.6k views
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    • mbozek
    • July 9, 2004

25. Life Insurance Premiums

    By Guest SPOT, July 7, 2004
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • July 9, 2004

26. Ap for Determination in Puerto Rico and Guam

    By Guest wendycatherine, August 3, 2001
    • 4 replies
    • 2k views
    • 
    • k man
    • July 9, 2004

27. Plan design options covering just the owner

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

28. NHCE Opting out of Profit Sharing Plan

    By Guest Hartnett123, June 2, 2004
    • 11 replies
    • 2.6k views
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    • Blinky the 3-eyed Fish
    • July 8, 2004

29. Must SSNs be removed from statements?

    By John A, October 24, 2001
    • 4 replies
    • 1.7k views
    • 
    • stephen
    • July 4, 2004

30. QPSA Written Explanations

    By Guest StargazerL81, June 29, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 2, 2004

31. Proposal Software Packages for plan design comparisons?

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

32. Employer made rollover distribution instead of RMD

    By Guest fcdeacy, June 30, 2004
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • July 1, 2004

33. Amended tax returns

    By Belgarath, July 1, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 1, 2004

34. Counting hours for salaried employees

    By katieinny, June 24, 2004
    • 13 replies
    • 10.6k views
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    • AndyH
    • June 30, 2004

35. Summary Annual Report

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

36. Fidelity Bond Requirement

    By Guest ActuaryWannabe, June 29, 2004
    • 5 replies
    • 1.8k views
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    • WDIK
    • June 29, 2004

37. RMD's - employer missed payout date

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

38. UBIT Tax Rates (brackets)

    By JAY21, June 24, 2004
    • 2 replies
    • 1.4k views
    • 
    • JAY21
    • June 24, 2004

39. Deposit not timely allocated to pariticpants' accounts

    By eilano, June 24, 2004
    • 0 replies
    • 1k views
    • 
    • eilano
    • June 24, 2004

40. Nondescrimination requirements for leased employees

    By katieinny, June 24, 2004
    • 0 replies
    • 1.2k views
    • 
    • katieinny
    • June 24, 2004

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

    By Guest terric, June 23, 2004
    • 3 replies
    • 1.1k views
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    • Belgarath
    • June 23, 2004

42. 415 Limits

    By Guest Hartnett123, June 23, 2004
    • 4 replies
    • 1.3k views
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    • AndyH
    • June 23, 2004

43. Old Federal Register Pages

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

44. full year comp for initial short plan year?

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

45. 2003 Tax Withholding Not Remitted

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

46. corrective amendment

    By eilano, June 11, 2004
    • 2 replies
    • 1.2k views
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    • AndyH
    • June 18, 2004

47. Failure to Deposit Profit Sharing Contribution

    By Guest Hartnett123, June 2, 2004
    • 8 replies
    • 5.1k views
    • 
    • AndyH
    • June 18, 2004

48. Required Minimum Distribution for an estate

    By Guest terric, June 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • Mary Kay Foss
    • June 18, 2004

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

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

50. tax credit for small businesses

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