Retirement Plans in General

5,753 topics in this forum

1. 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

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

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

3. VCP Filing for missing GUST deadline

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

4. Nonresident Alien Employees

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

5. Controlled Groups

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

6. multiple companies

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

7. Deadline for GUST SPD

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

8. Privacy Issues as relates to TPA

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

9. Related Group Question

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

10. NJ State Disability included in W-2 compensation

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

11. Money Purchase Plan

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

12. ERISA Jail

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

13. Question on Defined Benefit Plan ...

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

14. Controlled group/fish story

    By Belgarath, February 11, 2004
    • 3 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 29, 2004

15. Calculation of contribution for sole proprietor

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

16. Death of Plan Administrator and Trustee

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

17. Hours of Service and Severance Pay

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

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

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

19. Constructive Ownership/Controlled Group

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

20. 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

21. 7.5% Gateway with SEP

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

22. Revenue Ruling 2004-11

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

23. ERISA OUTLINE BOOK is Fabulous!

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

24. Authority to Amend Plans

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

25. Rollover Between Plans Maintained By Former Employer

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

26. Target Replacement Rates for DB Plans

    By Guest woodward618, February 2, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 2, 2004

27. Discriminatory Compensation Question.

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

28. Site to track Fed Legislation

    By jevd, February 2, 2004
    • 0 replies
    • 975 views
    • 
    • jevd
    • February 2, 2004

29. Controlled Group/Multiple Employer Question

    By Archimage, January 30, 2004
    • 2 replies
    • 1k views
    • 
    • Archimage
    • February 2, 2004

30. Bonding Name and Requirement

    By buckaroo, January 27, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • January 27, 2004

31. Compensation used for integrated allocation

    By jaemmons, January 23, 2004
    • 0 replies
    • 986 views
    • 
    • jaemmons
    • January 23, 2004

32. SPD claims procedure

    By Guest Hilarion, January 23, 2004
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • January 23, 2004

33. Withdrawal of IRA rollover from profit sharing plan

    By Guest moosegirl, January 21, 2004
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • April 19, 2004

34. Must PSP be terminated when ER no longer doing business?

    By Luis Miguel, January 21, 2004
    • 9 replies
    • 1.5k views
    • 
    • Jed Macy
    • January 22, 2004

35. Does service with foreign parent count when NRA becomes eligible for US subsidiary plan?

    By Guest Calimayhew, January 21, 2004
    • 1 reply
    • 981 views
    • 
    • Harwood
    • January 21, 2004

36. Laid Off Employees - Receive Allocation?

    By Guest Suanne, January 21, 2004
    • 8 replies
    • 1.8k views
    • 
    • Jed Macy
    • January 22, 2004

37. Is an employee entitled to a plan contribution based on disability pay that is not included on the Employer's W-2?

    By katieinny, January 21, 2004
    • 2 replies
    • 994 views
    • 
    • katieinny
    • January 21, 2004

38. 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

39. Doesn't anyone understand insurable interest anymore?

    By david rigby, January 20, 2004
    • 11 replies
    • 10.7k views
    • 
    • Kirk Maldonado
    • January 21, 2004

40. Benefit plans

    By Guest wojo2424, January 19, 2004
    • 4 replies
    • 2.5k views
    • 
    • wmyer
    • July 26, 2004

41. Revenue Procedure 2004-8

    By Belgarath, January 15, 2004
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 20, 2004

42. Participant Request

    By chris, January 15, 2004
    • 5 replies
    • 1.2k views
    • 
    • chris
    • January 15, 2004

43. money purchase assets rolled into an existing profit sharing plan

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 1.2k views
    • 
    • chris
    • January 15, 2004

44. excluding statutory employees

    By eilano, January 14, 2004
    • 0 replies
    • 987 views
    • 
    • eilano
    • January 14, 2004

45. PTE for Real Estate Purchase

    By Archimage, January 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • January 14, 2004

46. Non-Profit as a beneficiary

    By Guest RAA, January 13, 2004
    • 8 replies
    • 1.7k views
    • 
    • E as in ERISA
    • January 14, 2004

47. Target Benefit Issue

    By chris, January 8, 2004
    • 7 replies
    • 1.5k views
    • 
    • mwyatt
    • January 9, 2004

48. Target Benefit and EGTRRA Limits

    By mwyatt, January 8, 2004
    • 12 replies
    • 2.4k views
    • 
    • mwyatt
    • January 9, 2004

49. Notice to Interested Party Question

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

50. Funding of employer contribution by credit card

    By Medusa, January 6, 2004
    • 10 replies
    • 1.8k views
    • 
    • Medusa
    • January 9, 2004