Retirement Plans in General

5,817 topics in this forum

1. Interesting Issue - Beneficiary Designations

   By Guest TroyRiley, June 11, 2004
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • June 13, 2004

2. Opinions needed on Employer/Employee relationship

   By No Name, June 8, 2004
   • 3 replies
   • 1.3k views
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   • rcline46
   • June 9, 2004

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

   By ljr, June 9, 2004
   • 5 replies
   • 2.7k views
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   • Blinky the 3-eyed Fish
   • June 9, 2004

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

   By Guest calcu, June 8, 2004
   • 2 replies
   • 1.9k views
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   • david rigby
   • June 8, 2004

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

   By Earl, May 25, 2004
   • 17 replies
   • 3.9k views
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   • Belgarath
   • June 7, 2004

6. Another Controlled Group Issue

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

7. insurance preium on land owned by ps plan

   By betheeg, June 3, 2004
   • 1 reply
   • 1.1k views
   • 
   • Alan Simpson
   • June 3, 2004

8. Tax on Prohibited Transactions

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

9. Controlled Group?

   By dmb, June 1, 2004
   • 4 replies
   • 1.5k views
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   • WDIK
   • June 2, 2004

10. Exclusion from "coverage test"

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

11. Distribution to nonresident (Canadian) beneficiary.

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

12. Plan covers entities with varying benefit formulas

    By Guest cosmo01, May 26, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • May 28, 2004

13. Fees for locator services paid by plan

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

14. QJSA Explanation for MPPP

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

15. Coverable Employees?

    By Gilmore, May 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • May 20, 2004

16. Restoration of forfeited benefits...

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

17. Custodian not releasing requested distributions

    By Guest moosegirl, May 12, 2004
    • 8 replies
    • 1.5k views
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    • mbozek
    • May 12, 2004

18. excluding owner by attribution from ps allocation

    By betheeg, May 12, 2004
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 12, 2004

19. In-Law Attribution

    By Guest karlin, May 10, 2004
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 11, 2004

20. 404 Deduction Limit

    By Gilmore, May 10, 2004
    • 4 replies
    • 2.8k views
    • 
    • Gilmore
    • May 11, 2004

21. large plan audits

    By Guest SPOT, May 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • BFree
    • May 10, 2004

22. Deemed IRAs; Required Trustee

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

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

    By jevd, May 6, 2004
    • 4 replies
    • 1.4k views
    • 
    • jevd
    • May 10, 2004

24. Duty to Follow Plan Document

    By Guest lvegas, March 9, 2004
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • May 6, 2004

25. 50/50 ownership where one person owns 100% of the stock?

    By Belgarath, May 5, 2004
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • May 5, 2004

26. Retention of Plan documents

    By mbozek, May 5, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • May 5, 2004

27. 1000 Hours Requirement

    By J2D2, May 4, 2004
    • 0 replies
    • 2k views
    • 
    • J2D2
    • May 4, 2004

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

    By Lynn Campbell, May 4, 2004
    • 0 replies
    • 2k views
    • 
    • Lynn Campbell
    • May 4, 2004

29. Mistake in Fact

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

30. Removing optional forms without 90 day notice

    By Guest jdw, April 30, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 30, 2004

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

    By Guest maac3, April 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • April 29, 2004

32. Protection of plan assets accrued in non ERISA plans

    By mbozek, April 28, 2004
    • 2 replies
    • 1.8k views
    • 
    • KJohnson
    • April 29, 2004

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

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

34. Sick Pay/Short Term Disability

    By Guest CharlieLaur, April 27, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 27, 2004

35. Carry forward non-deductible PS contributions

    By Guest sritts, April 23, 2004
    • 10 replies
    • 4.5k views
    • 
    • Guest
    • April 27, 2004

36. Contribution to an owner's individual account

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

37. Federal Withholding

    By Guest THess, April 22, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • April 23, 2004

38. Multiple Employer Plans on Prototype

    By Guest jgordon, April 22, 2004
    • 4 replies
    • 2.1k views
    • 
    • KJohnson
    • April 22, 2004

39. breaks in service, forfeitures and years of service

    By eilano, April 21, 2004
    • 3 replies
    • 1.4k views
    • 
    • eilano
    • April 22, 2004

40. 415 Limits for Profit Sharing Plan plus Govt. Plan

    By DP, April 21, 2004
    • 2 replies
    • 1.6k views
    • 
    • DP
    • April 21, 2004

41. Withdrawal of IRA rollover from profit sharing plan

    By Guest moosegirl, January 21, 2004
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • April 19, 2004

42. Contribution due date for 501(c) organization

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

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

    By FundeK, April 15, 2004
    • 3 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • April 16, 2004

44. Merging Money Purchase Plan into Profit Sharing Plan

    By Guest Ottrose, April 14, 2004
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • April 15, 2004

45. controlled group

    By eilano, April 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • April 14, 2004

46. Pentrak

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

47. Target trouble?

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

48. Common Law Employees?

    By Gilmore, April 6, 2004
    • 2 replies
    • 1.4k views
    • 
    • Gilmore
    • April 7, 2004

49. Verifying whether an employer exists

    By Guest R. Daestrom, April 6, 2004
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • April 7, 2004

50. Control Group Determination

    By Guest M. Martin, April 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 6, 2004