Retirement Plans in General

5,761 topics in this forum

1. Hours of Service and Severance Pay

   By smm, February 10, 2004
   • 11 replies
   • 5.1k views
   • 
   • smm
   • February 11, 2004

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

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

3. Revenue Ruling 2004-11

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

4. 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
   • 933 views
   • 
   • AndyH
   • February 6, 2004

5. Rollover Between Plans Maintained By Former Employer

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

6. Discriminatory Compensation Question.

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

7. Authority to Amend Plans

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

8. 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

9. Target Replacement Rates for DB Plans

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

10. Site to track Fed Legislation

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

11. Controlled Group/Multiple Employer Question

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

12. Bonding Name and Requirement

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

13. Compensation used for integrated allocation

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

14. SPD claims procedure

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

15. Laid Off Employees - Receive Allocation?

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

16. 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

17. 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
    • 999 views
    • 
    • katieinny
    • January 21, 2004

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

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

19. Doesn't anyone understand insurable interest anymore?

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

20. Revenue Procedure 2004-8

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

21. 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

22. Participant Request

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

23. Bonding Question

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

24. excluding statutory employees

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

25. PTE for Real Estate Purchase

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

26. Non-Profit as a beneficiary

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

27. Funding of employer contribution by credit card

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

28. Target Benefit Issue

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

29. Target Benefit and EGTRRA Limits

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

30. Reimbursement of Plan Sponsor by Plan for Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 8.2k views
    • 
    • Guest
    • January 6, 2004

31. Control Groups

    By Guest terric, December 19, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 31, 2003

32. New QJSA/QPSA requirements for a defined contribution plan.

    By FundeK, December 31, 2003
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • December 31, 2003

33. Employee in Two Plans

    By DP, December 29, 2003
    • 2 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • December 29, 2003

34. New regs on QJSA/QPSA explanations

    By Belgarath, December 22, 2003
    • 13 replies
    • 3.6k views
    • 
    • Mike Preston
    • December 26, 2003

35. Merry Christmas and Happy Holidays to all.

    By jevd, December 24, 2003
    • 3 replies
    • 1.1k views
    • 
    • joel
    • December 24, 2003

36. Form 2848

    By Guest At Peace, December 23, 2003
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • December 24, 2003

37. 401(a)(9) Regs

    By MarZDoates, December 23, 2003
    • 3 replies
    • 1.3k views
    • 
    • MarZDoates
    • December 23, 2003

38. What needs to be done when a company changes from Sole Proprietor to a Corporation?

    By Guest DIGMYDOG, December 15, 2003
    • 1 reply
    • 1.1k views
    • 
    • chris
    • December 23, 2003

39. Temporary employee on W2 not eligible for participating in the company's 401k. What are my retirement savings options ?

    By Guest RPurswani, December 22, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 22, 2003

40. Employee Plan News-If you are not already a subscriber to this newsletter, you may be interested in signing up

    By Appleby, December 19, 2003
    • 2 replies
    • 1k views
    • 
    • Fredman
    • December 22, 2003

41. NEED HELP IN UNDERSTANDING THE BEST WAY TO GO!

    By Guest cash, December 21, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • December 22, 2003

42. When did the law change on Money Purchase Plans, allowing plans to reallocate forfeitures (instead of using them to offset the employer contribution)?

    By bzorc, December 19, 2003
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 22, 2003

43. Missing Participants

    By Archimage, December 19, 2003
    • 4 replies
    • 1.6k views
    • 
    • imchipbrown
    • December 19, 2003

44. after tax contributions

    By eilano, December 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • December 18, 2003

45. Prototype Documents

    By Archimage, December 16, 2003
    • 10 replies
    • 1.6k views
    • 
    • g8r
    • December 17, 2003

46. Deductible Compensation

    By Lori Foresz, December 11, 2003
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • December 11, 2003

47. OK to amend plan to count "predecessor" service of new physician?

    By Archimage, December 5, 2003
    • 10 replies
    • 2.4k views
    • 
    • KJohnson
    • December 11, 2003

48. Shared Employees/Substantially Full Time

    By Guest lwhittle, December 10, 2003
    • 0 replies
    • 999 views
    • 
    • Guest
    • December 10, 2003

49. What type of notice when changing from integrated discretionary profit sharing plan to a cross-tested formula?

    By Guest tcunagin, December 8, 2003
    • 2 replies
    • 2.6k views
    • 
    • david rigby
    • December 9, 2003

50. Property Held in Profit Sharing Plan

    By DP, December 8, 2003
    • 9 replies
    • 2.4k views
    • 
    • jevd
    • December 9, 2003