Retirement Plans in General

5,824 topics in this forum

1. full year comp for initial short plan year?

   By Guest dubya, June 21, 2004
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • June 21, 2004

2. 2003 Tax Withholding Not Remitted

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

3. corrective amendment

   By eilano, June 11, 2004
   • 2 replies
   • 1.3k views
   • 
   • AndyH
   • June 18, 2004

4. Failure to Deposit Profit Sharing Contribution

   By Guest Hartnett123, June 2, 2004
   • 8 replies
   • 5.2k views
   • 
   • AndyH
   • June 18, 2004

5. Required Minimum Distribution for an estate

   By Guest terric, June 16, 2004
   • 1 reply
   • 1.3k views
   • 
   • Mary Kay Foss
   • June 18, 2004

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

   By Guest rffahey, June 16, 2004
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • June 17, 2004

7. tax credit for small businesses

   By Guest dubya, June 15, 2004
   • 1 reply
   • 1.2k views
   • 
   • Lame Duck
   • June 15, 2004

8. Interesting Issue - Beneficiary Designations

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

9. Opinions needed on Employer/Employee relationship

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

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

    By ljr, June 9, 2004
    • 5 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • June 9, 2004

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

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

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

    By Earl, May 25, 2004
    • 17 replies
    • 4k views
    • 
    • Belgarath
    • June 7, 2004

13. Another Controlled Group Issue

    By dmb, June 4, 2004
    • 0 replies
    • 1.2k views
    • 
    • dmb
    • June 4, 2004

14. insurance preium on land owned by ps plan

    By betheeg, June 3, 2004
    • 1 reply
    • 1.2k views
    • 
    • Alan Simpson
    • June 3, 2004

15. Tax on Prohibited Transactions

    By Guest Hartnett123, June 3, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 3, 2004

16. Controlled Group?

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

17. Exclusion from "coverage test"

    By Guest Moe Howard2, June 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • June 2, 2004

18. Distribution to nonresident (Canadian) beneficiary.

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

19. Plan covers entities with varying benefit formulas

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

20. Fees for locator services paid by plan

    By Guest Rae, May 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 28, 2004

21. QJSA Explanation for MPPP

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

22. Coverable Employees?

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

23. Restoration of forfeited benefits...

    By jaemmons, May 5, 2004
    • 2 replies
    • 2.1k views
    • 
    • david rigby
    • May 18, 2004

24. Custodian not releasing requested distributions

    By Guest moosegirl, May 12, 2004
    • 8 replies
    • 1.6k views
    • 
    • mbozek
    • May 12, 2004

25. excluding owner by attribution from ps allocation

    By betheeg, May 12, 2004
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 12, 2004

26. In-Law Attribution

    By Guest karlin, May 10, 2004
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 11, 2004

27. 404 Deduction Limit

    By Gilmore, May 10, 2004
    • 4 replies
    • 2.9k views
    • 
    • Gilmore
    • May 11, 2004

28. large plan audits

    By Guest SPOT, May 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • BFree
    • May 10, 2004

29. Deemed IRAs; Required Trustee

    By Guest RSNOW, December 17, 2003
    • 3 replies
    • 1.3k views
    • 
    • jstorch
    • May 10, 2004

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

    By jevd, May 6, 2004
    • 4 replies
    • 1.5k views
    • 
    • jevd
    • May 10, 2004

31. Duty to Follow Plan Document

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

32. 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

33. Retention of Plan documents

    By mbozek, May 5, 2004
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • May 5, 2004

34. 1000 Hours Requirement

    By J2D2, May 4, 2004
    • 0 replies
    • 2.1k views
    • 
    • J2D2
    • May 4, 2004

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

    By Lynn Campbell, May 4, 2004
    • 0 replies
    • 2.1k views
    • 
    • Lynn Campbell
    • May 4, 2004

36. Mistake in Fact

    By Guest Hartnett123, April 30, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • May 1, 2004

37. Removing optional forms without 90 day notice

    By Guest jdw, April 30, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 30, 2004

38. 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

39. Protection of plan assets accrued in non ERISA plans

    By mbozek, April 28, 2004
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • April 29, 2004

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

    By Guest fcdeacy, April 26, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • April 27, 2004

41. Sick Pay/Short Term Disability

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

42. Carry forward non-deductible PS contributions

    By Guest sritts, April 23, 2004
    • 10 replies
    • 4.6k views
    • 
    • Guest
    • April 27, 2004

43. Contribution to an owner's individual account

    By Guest terric, April 23, 2004
    • 2 replies
    • 1k views
    • 
    • david rigby
    • April 23, 2004

44. Federal Withholding

    By Guest THess, April 22, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • April 23, 2004

45. Multiple Employer Plans on Prototype

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

46. breaks in service, forfeitures and years of service

    By eilano, April 21, 2004
    • 3 replies
    • 1.5k views
    • 
    • eilano
    • April 22, 2004

47. 415 Limits for Profit Sharing Plan plus Govt. Plan

    By DP, April 21, 2004
    • 2 replies
    • 1.7k views
    • 
    • DP
    • April 21, 2004

48. Withdrawal of IRA rollover from profit sharing plan

    By Guest moosegirl, January 21, 2004
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • April 19, 2004

49. Contribution due date for 501(c) organization

    By Guest MEWilson, April 13, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2004

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

    By FundeK, April 15, 2004
    • 3 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • April 16, 2004