Retirement Plans in General

5,753 topics in this forum

1. Money Purchase Merger with Profit Sharing Plan

   By Guest KMP, March 19, 2004
   • 3 replies
   • 1.2k views
   • 
   • Kirk Maldonado
   • March 22, 2004

2. Participant Statements

   By betheeg, March 22, 2004
   • 2 replies
   • 1.3k views
   • 
   • betheeg
   • March 22, 2004

3. Reporting a distribution of life insurance proceeds on a 1099R

   By katieinny, March 22, 2004
   • 0 replies
   • 1.4k views
   • 
   • katieinny
   • March 22, 2004

4. Management Function Group

   By eilano, March 22, 2004
   • 0 replies
   • 931 views
   • 
   • eilano
   • March 22, 2004

5. Same sex marriage

   By dmb, March 19, 2004
   • 2 replies
   • 1k views
   • 
   • Guest
   • March 19, 2004

6. Calculating Partership Compensation

   By Guest Hartnett123, March 18, 2004
   • 2 replies
   • 929 views
   • 
   • Guest
   • March 18, 2004

7. Contributions for Married Employees

   By Guest MDG, March 15, 2004
   • 1 reply
   • 1k views
   • 
   • chris
   • March 17, 2004

8. Audit Questions

   By WDIK, August 25, 2003
   • 19 replies
   • 2.4k views
   • 
   • WDIK
   • March 12, 2004

9. Tax return filed now, but contribution not ready to go in until extension date.

   By katieinny, March 11, 2004
   • 6 replies
   • 1.3k views
   • 
   • MGB
   • March 11, 2004

10. compensation and car allowance

    By eilano, March 10, 2004
    • 0 replies
    • 1.8k views
    • 
    • eilano
    • March 10, 2004

11. Any BLAZE SSI Users out ther?

    By Guest Cipote, March 10, 2004
    • 0 replies
    • 4.9k views
    • 
    • Guest
    • March 10, 2004

12. Short Plan Year

    By Guest RBlaine, March 8, 2004
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • March 8, 2004

13. Key employee who terminates employment

    By Guest DeePA, March 5, 2004
    • 4 replies
    • 2.7k views
    • 
    • Mike Preston
    • March 6, 2004

14. Controlled Group -- Attribution

    By Guest rwest, March 5, 2004
    • 5 replies
    • 992 views
    • 
    • Mike Preston
    • March 6, 2004

15. Offering risky investments in 401(k)

    By Guest ryler, March 5, 2004
    • 0 replies
    • 889 views
    • 
    • Guest
    • March 5, 2004

16. Controlled Group Question

    By MarZDoates, March 3, 2004
    • 10 replies
    • 1.3k views
    • 
    • Guest
    • March 5, 2004

17. Impact of working after retirement on public pension systems

    By Guest PSRSGirl, March 3, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2004

18. Discrectionary Contribution Timing

    By Archimage, March 3, 2004
    • 1 reply
    • 900 views
    • 
    • Archimage
    • March 3, 2004

19. Offsetting Amendment Impact-204(h) Needed ?

    By JAY21, March 3, 2004
    • 4 replies
    • 996 views
    • 
    • Mike Preston
    • March 3, 2004

20. If a plan had a short plan year 9-1-03 to 12-31-03, what are the requirements/deadlines for making a profit sharing contribution.

    By Guest jhilliard, March 2, 2004
    • 3 replies
    • 973 views
    • 
    • E as in ERISA
    • March 3, 2004

21. RMD form

    By Guest THess, February 28, 2004
    • 0 replies
    • 820 views
    • 
    • Guest
    • February 28, 2004

22. Consent Requirements for $15 Distribution/No Exception to Rules?

    By Lynn Campbell, February 28, 2004
    • 2 replies
    • 922 views
    • 
    • david rigby
    • February 28, 2004

23. Different Corp Fiscal Year from Plan Year

    By Guest rwest, February 27, 2004
    • 1 reply
    • 904 views
    • 
    • david rigby
    • February 27, 2004

24. Controlled Groups

    By Guest THess, February 23, 2004
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • February 26, 2004

25. Notice to Interested Party Question

    By ERISAatty, January 7, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • February 26, 2004

26. ERISA OUTLINE BOOK is Fabulous!

    By ERISAatty, February 4, 2004
    • 10 replies
    • 3.5k views
    • 
    • Tom Poje
    • February 25, 2004

27. Can one partner elect-out of participation in the partnership's retirement plan ?

    By Moe Howard, February 25, 2004
    • 5 replies
    • 2.1k views
    • 
    • pmacduff
    • February 25, 2004

28. VCP Filing for missing GUST deadline

    By Guest dyoder, February 24, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 25, 2004

29. Nonresident Alien Employees

    By Guest DLearning, February 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Harwood
    • February 25, 2004

30. Plan Sponsor Changes from LLC to S Corporation - Effect on Document

    By Guest dyoder, February 24, 2004
    • 1 reply
    • 973 views
    • 
    • Belgarath
    • February 25, 2004

31. 7.5% Gateway with SEP

    By Gary Lesser, February 5, 2004
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 24, 2004

32. Deadline for GUST SPD

    By Lynn Campbell, February 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • mming
    • February 23, 2004

33. Privacy Issues as relates to TPA

    By Guest bwaller, February 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • TBob
    • February 23, 2004

34. Money Purchase Plan

    By doombuggy, February 13, 2004
    • 3 replies
    • 1.1k views
    • 
    • doombuggy
    • February 23, 2004

35. multiple companies

    By eilano, February 23, 2004
    • 0 replies
    • 897 views
    • 
    • eilano
    • February 23, 2004

36. Related Group Question

    By R. Butler, February 19, 2004
    • 0 replies
    • 943 views
    • 
    • R. Butler
    • February 19, 2004

37. NJ State Disability included in W-2 compensation

    By Guest mpark, February 18, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • February 18, 2004

38. Calculation of contribution for sole proprietor

    By Jed Macy, February 11, 2004
    • 22 replies
    • 4.8k views
    • 
    • Mike Preston
    • February 13, 2004

39. ERISA Jail

    By FundeK, February 13, 2004
    • 0 replies
    • 1.3k views
    • 
    • FundeK
    • February 13, 2004

40. Death of Plan Administrator and Trustee

    By Guest tracys, February 11, 2004
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • February 12, 2004

41. Question on Defined Benefit Plan ...

    By Guest dd50, February 12, 2004
    • 1 reply
    • 910 views
    • 
    • david rigby
    • February 12, 2004

42. Constructive Ownership/Controlled Group

    By MarZDoates, February 6, 2004
    • 15 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 11, 2004

43. Hours of Service and Severance Pay

    By smm, February 10, 2004
    • 11 replies
    • 5k views
    • 
    • smm
    • February 11, 2004

44. Partner Always an "Employer" In Regards to Plan?

    By Christine Roberts, February 9, 2004
    • 0 replies
    • 833 views
    • 
    • Christine Roberts
    • February 9, 2004

45. Revenue Ruling 2004-11

    By Belgarath, February 4, 2004
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 6, 2004

46. Participant dies; was taking RMD. Can surviving wife keep husband's account, retitling it to her, as part of plan assets and take RMD?

    By Guest jusducki, February 6, 2004
    • 1 reply
    • 924 views
    • 
    • AndyH
    • February 6, 2004

47. Rollover Between Plans Maintained By Former Employer

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 886 views
    • 
    • E as in ERISA
    • February 4, 2004

48. Discriminatory Compensation Question.

    By Guest Max Power, February 2, 2004
    • 11 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2004

49. Authority to Amend Plans

    By waid10, February 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 3, 2004

50. What's the best way to remove the "discretionary profit sharing" accounts from a 401k Plan?

    By Lynn Campbell, January 20, 2004
    • 12 replies
    • 2.3k views
    • 
    • Lynn Campbell
    • February 3, 2004