Retirement Plans in General

5,781 topics in this forum

1. Distribution to nonresident (Canadian) beneficiary.

   By Guest TroyRiley, June 1, 2004
   • 0 replies
   • 1.1k views
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   • Guest
   • June 1, 2004

2. Controlled Group?

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

3. 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

4. Can a plan purchase an insurance policy on a totally unrelated 3rd party?

   By Earl, May 25, 2004
   • 17 replies
   • 3.7k views
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   • Belgarath
   • June 7, 2004

5. Coverable Employees?

   By Gilmore, May 14, 2004
   • 2 replies
   • 1.1k views
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   • Gilmore
   • May 20, 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. Custodian not releasing requested distributions

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

9. 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

10. 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

11. 404 Deduction Limit

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

12. large plan audits

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

13. 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

14. 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

15. Restoration of forfeited benefits...

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

16. Retention of Plan documents

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

17. 1000 Hours Requirement

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

18. 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

19. Removing optional forms without 90 day notice

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

20. Mistake in Fact

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

21. 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

22. Protection of plan assets accrued in non ERISA plans

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

23. Sick Pay/Short Term Disability

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

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

    By Guest fcdeacy, April 26, 2004
    • 8 replies
    • 1.3k views
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    • Guest
    • April 27, 2004

25. Contribution to an owner's individual account

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

26. Carry forward non-deductible PS contributions

    By Guest sritts, April 23, 2004
    • 10 replies
    • 4.2k views
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    • Guest
    • April 27, 2004

27. Multiple Employer Plans on Prototype

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

28. Federal Withholding

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

29. breaks in service, forfeitures and years of service

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

30. 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

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

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

32. 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

33. controlled group

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

34. Pentrak

    By Guest STLamb, April 13, 2004
    • 0 replies
    • 4.9k views
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    • Guest
    • April 13, 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. Target trouble?

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

37. Common Law Employees?

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

38. Control Group Determination

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

39. Verifying whether an employer exists

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

40. Forfeitures - Profit Sharing Plan

    By Guest cease, April 2, 2004
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • November 8, 2006

41. plans subject to QJSA

    By Guest sritts, April 2, 2004
    • 3 replies
    • 1.7k views
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    • david rigby
    • April 5, 2004

42. new plan eligibility

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

43. 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

44. 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

45. payout without settlement agreement

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

46. Affiliated Service Group?

    By Guest JBeck, March 26, 2004
    • 0 replies
    • 966 views
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    • Guest
    • March 26, 2004

47. When to forfeit?

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

48. UBIT on Debt-Finance Property

    By JAY21, March 24, 2004
    • 0 replies
    • 992 views
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    • JAY21
    • March 24, 2004

49. sole prop and schedule C

    By Guest R. Daestrom, March 24, 2004
    • 8 replies
    • 1.7k views
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    • mwyatt
    • March 26, 2004

50. Rental Income

    By jane123, March 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2004