Retirement Plans in General

5,781 topics in this forum

1. Different Corp Fiscal Year from Plan Year

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

2. Controlled Groups

   By Guest THess, February 23, 2004
   • 8 replies
   • 1.3k views
   • 
   • Guest
   • February 26, 2004

3. Notice to Interested Party Question

   By ERISAatty, January 7, 2004
   • 2 replies
   • 3k views
   • 
   • Guest
   • February 26, 2004

4. ERISA OUTLINE BOOK is Fabulous!

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

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

   By Moe Howard, February 25, 2004
   • 5 replies
   • 2.2k views
   • 
   • pmacduff
   • February 25, 2004

6. VCP Filing for missing GUST deadline

   By Guest dyoder, February 24, 2004
   • 3 replies
   • 2k views
   • 
   • Guest
   • February 25, 2004

7. Nonresident Alien Employees

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

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

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

9. 7.5% Gateway with SEP

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

10. Deadline for GUST SPD

    By Lynn Campbell, February 20, 2004
    • 1 reply
    • 1.3k views
    • 
    • mming
    • February 23, 2004

11. Privacy Issues as relates to TPA

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

12. Money Purchase Plan

    By doombuggy, February 13, 2004
    • 3 replies
    • 1.2k views
    • 
    • doombuggy
    • February 23, 2004

13. multiple companies

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

14. Related Group Question

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

15. NJ State Disability included in W-2 compensation

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

16. Calculation of contribution for sole proprietor

    By Jed Macy, February 11, 2004
    • 22 replies
    • 5k views
    • 
    • Mike Preston
    • February 13, 2004

17. ERISA Jail

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

18. Death of Plan Administrator and Trustee

    By Guest tracys, February 11, 2004
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • February 12, 2004

19. Question on Defined Benefit Plan ...

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

20. Constructive Ownership/Controlled Group

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

21. Hours of Service and Severance Pay

    By smm, February 10, 2004
    • 11 replies
    • 5.2k views
    • 
    • smm
    • February 11, 2004

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

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

23. Revenue Ruling 2004-11

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

24. 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
    • 944 views
    • 
    • AndyH
    • February 6, 2004

25. Rollover Between Plans Maintained By Former Employer

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

26. Discriminatory Compensation Question.

    By Guest Max Power, February 2, 2004
    • 11 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2004

27. Authority to Amend Plans

    By waid10, February 3, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 3, 2004

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

    By Lynn Campbell, January 20, 2004
    • 12 replies
    • 2.4k views
    • 
    • Lynn Campbell
    • February 3, 2004

29. Target Replacement Rates for DB Plans

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

30. Site to track Fed Legislation

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

31. Controlled Group/Multiple Employer Question

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

32. Bonding Name and Requirement

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

33. Compensation used for integrated allocation

    By jaemmons, January 23, 2004
    • 0 replies
    • 1k views
    • 
    • jaemmons
    • January 23, 2004

34. SPD claims procedure

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

35. Laid Off Employees - Receive Allocation?

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

36. 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

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
    • 1k views
    • 
    • katieinny
    • January 21, 2004

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

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

39. Doesn't anyone understand insurable interest anymore?

    By david rigby, January 20, 2004
    • 11 replies
    • 10.8k views
    • 
    • Kirk Maldonado
    • January 21, 2004

40. Revenue Procedure 2004-8

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

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

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 1.3k views
    • 
    • chris
    • January 15, 2004

42. Participant Request

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

43. Bonding Question

    By Guest curmudgeon, December 31, 2003
    • 1 reply
    • 1k views
    • 
    • Harwood
    • January 14, 2004

44. excluding statutory employees

    By eilano, January 14, 2004
    • 0 replies
    • 1k 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. Funding of employer contribution by credit card

    By Medusa, January 6, 2004
    • 10 replies
    • 1.9k views
    • 
    • Medusa
    • January 9, 2004

48. Target Benefit Issue

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

49. Target Benefit and EGTRRA Limits

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

50. Reimbursement of Plan Sponsor by Plan for Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 8.3k views
    • 
    • Guest
    • January 6, 2004