Retirement Plans in General

5,839 topics in this forum

1. Must SSNs be removed from statements?

   By John A, October 24, 2001
   • 4 replies
   • 1.9k views
   • 
   • stephen
   • July 4, 2004

2. QPSA Written Explanations

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

3. Proposal Software Packages for plan design comparisons?

   By stephen, July 1, 2004
   • 5 replies
   • 2.4k views
   • 
   • stephen
   • July 2, 2004

4. Employer made rollover distribution instead of RMD

   By Guest fcdeacy, June 30, 2004
   • 4 replies
   • 2k views
   • 
   • Appleby
   • July 1, 2004

5. Amended tax returns

   By Belgarath, July 1, 2004
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • July 1, 2004

6. Counting hours for salaried employees

   By katieinny, June 24, 2004
   • 13 replies
   • 11.1k views
   • 
   • AndyH
   • June 30, 2004

7. Summary Annual Report

   By Guest annieap1, June 29, 2004
   • 1 reply
   • 3.2k views
   • 
   • oriecat
   • June 30, 2004

8. Fidelity Bond Requirement

   By Guest ActuaryWannabe, June 29, 2004
   • 5 replies
   • 2.1k views
   • 
   • WDIK
   • June 29, 2004

9. RMD's - employer missed payout date

   By Guest fcdeacy, June 28, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 28, 2004

10. UBIT Tax Rates (brackets)

    By JAY21, June 24, 2004
    • 2 replies
    • 1.7k views
    • 
    • JAY21
    • June 24, 2004

11. Deposit not timely allocated to pariticpants' accounts

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

12. Nondescrimination requirements for leased employees

    By katieinny, June 24, 2004
    • 0 replies
    • 1.3k views
    • 
    • katieinny
    • June 24, 2004

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

    By Guest terric, June 23, 2004
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • June 23, 2004

14. 415 Limits

    By Guest Hartnett123, June 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • June 23, 2004

15. Old Federal Register Pages

    By MGB, June 19, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • June 22, 2004

16. full year comp for initial short plan year?

    By Guest dubya, June 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

17. 2003 Tax Withholding Not Remitted

    By JAY21, June 18, 2004
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • June 18, 2004

18. corrective amendment

    By eilano, June 11, 2004
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • June 18, 2004

19. Failure to Deposit Profit Sharing Contribution

    By Guest Hartnett123, June 2, 2004
    • 8 replies
    • 5.4k views
    • 
    • AndyH
    • June 18, 2004

20. Required Minimum Distribution for an estate

    By Guest terric, June 16, 2004
    • 1 reply
    • 1.4k views
    • 
    • Mary Kay Foss
    • June 18, 2004

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

    By Guest rffahey, June 16, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • June 17, 2004

22. tax credit for small businesses

    By Guest dubya, June 15, 2004
    • 1 reply
    • 1.3k views
    • 
    • Lame Duck
    • June 15, 2004

23. Interesting Issue - Beneficiary Designations

    By Guest TroyRiley, June 11, 2004
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • June 13, 2004

24. Opinions needed on Employer/Employee relationship

    By No Name, June 8, 2004
    • 3 replies
    • 1.4k views
    • 
    • rcline46
    • June 9, 2004

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

    By ljr, June 9, 2004
    • 5 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • June 9, 2004

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

    By Guest calcu, June 8, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • June 8, 2004

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

    By Earl, May 25, 2004
    • 17 replies
    • 4.1k views
    • 
    • Belgarath
    • June 7, 2004

28. Another Controlled Group Issue

    By dmb, June 4, 2004
    • 0 replies
    • 1.3k views
    • 
    • dmb
    • June 4, 2004

29. insurance preium on land owned by ps plan

    By betheeg, June 3, 2004
    • 1 reply
    • 1.3k views
    • 
    • Alan Simpson
    • June 3, 2004

30. Tax on Prohibited Transactions

    By Guest Hartnett123, June 3, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2004

31. Controlled Group?

    By dmb, June 1, 2004
    • 4 replies
    • 1.6k views
    • 
    • WDIK
    • June 2, 2004

32. Exclusion from "coverage test"

    By Guest Moe Howard2, June 2, 2004
    • 1 reply
    • 1.3k views
    • 
    • E as in ERISA
    • June 2, 2004

33. Distribution to nonresident (Canadian) beneficiary.

    By Guest TroyRiley, June 1, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 1, 2004

34. Plan covers entities with varying benefit formulas

    By Guest cosmo01, May 26, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2004

35. Fees for locator services paid by plan

    By Guest Rae, May 14, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2004

36. QJSA Explanation for MPPP

    By Guest Patrick Foley, May 12, 2004
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • May 20, 2004

37. Coverable Employees?

    By Gilmore, May 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • May 20, 2004

38. Restoration of forfeited benefits...

    By jaemmons, May 5, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • May 18, 2004

39. Custodian not releasing requested distributions

    By Guest moosegirl, May 12, 2004
    • 8 replies
    • 1.7k views
    • 
    • mbozek
    • May 12, 2004

40. excluding owner by attribution from ps allocation

    By betheeg, May 12, 2004
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • May 12, 2004

41. In-Law Attribution

    By Guest karlin, May 10, 2004
    • 3 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • May 11, 2004

42. 404 Deduction Limit

    By Gilmore, May 10, 2004
    • 4 replies
    • 3.1k views
    • 
    • Gilmore
    • May 11, 2004

43. large plan audits

    By Guest SPOT, May 10, 2004
    • 1 reply
    • 1.3k views
    • 
    • BFree
    • May 10, 2004

44. Deemed IRAs; Required Trustee

    By Guest RSNOW, December 17, 2003
    • 3 replies
    • 1.4k views
    • 
    • jstorch
    • May 10, 2004

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

    By jevd, May 6, 2004
    • 4 replies
    • 1.6k views
    • 
    • jevd
    • May 10, 2004

46. Duty to Follow Plan Document

    By Guest lvegas, March 9, 2004
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • May 6, 2004

47. 50/50 ownership where one person owns 100% of the stock?

    By Belgarath, May 5, 2004
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • May 5, 2004

48. Retention of Plan documents

    By mbozek, May 5, 2004
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • May 5, 2004

49. 1000 Hours Requirement

    By J2D2, May 4, 2004
    • 0 replies
    • 2.2k views
    • 
    • J2D2
    • May 4, 2004

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

    By Lynn Campbell, May 4, 2004
    • 0 replies
    • 2.2k views
    • 
    • Lynn Campbell
    • May 4, 2004