Retirement Plans in General

5,848 topics in this forum

1. 404 Deduction Limit

   By Gilmore, May 10, 2004
   • 4 replies
   • 3.2k views
   • 
   • Gilmore
   • May 11, 2004

2. large plan audits

   By Guest SPOT, May 10, 2004
   • 1 reply
   • 1.3k views
   • 
   • BFree
   • May 10, 2004

3. Deemed IRAs; Required Trustee

   By Guest RSNOW, December 17, 2003
   • 3 replies
   • 1.5k views
   • 
   • jstorch
   • May 10, 2004

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

   By jevd, May 6, 2004
   • 4 replies
   • 1.7k views
   • 
   • jevd
   • May 10, 2004

5. Duty to Follow Plan Document

   By Guest lvegas, March 9, 2004
   • 6 replies
   • 1.7k views
   • 
   • david rigby
   • May 6, 2004

6. 50/50 ownership where one person owns 100% of the stock?

   By Belgarath, May 5, 2004
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • May 5, 2004

7. Retention of Plan documents

   By mbozek, May 5, 2004
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • May 5, 2004

8. 1000 Hours Requirement

   By J2D2, May 4, 2004
   • 0 replies
   • 2.2k views
   • 
   • J2D2
   • May 4, 2004

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

   By Lynn Campbell, May 4, 2004
   • 0 replies
   • 2.3k views
   • 
   • Lynn Campbell
   • May 4, 2004

10. Mistake in Fact

    By Guest Hartnett123, April 30, 2004
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • May 1, 2004

11. Removing optional forms without 90 day notice

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

12. Can ER credit service with another employer that is not part of the controlled group?

    By Guest maac3, April 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • April 29, 2004

13. Protection of plan assets accrued in non ERISA plans

    By mbozek, April 28, 2004
    • 2 replies
    • 2.1k views
    • 
    • KJohnson
    • April 29, 2004

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

    By Guest fcdeacy, April 26, 2004
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • April 27, 2004

15. Sick Pay/Short Term Disability

    By Guest CharlieLaur, April 27, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 27, 2004

16. Carry forward non-deductible PS contributions

    By Guest sritts, April 23, 2004
    • 10 replies
    • 4.9k views
    • 
    • Guest
    • April 27, 2004

17. Contribution to an owner's individual account

    By Guest terric, April 23, 2004
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • April 23, 2004

18. Federal Withholding

    By Guest THess, April 22, 2004
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • April 23, 2004

19. Multiple Employer Plans on Prototype

    By Guest jgordon, April 22, 2004
    • 4 replies
    • 2.2k views
    • 
    • KJohnson
    • April 22, 2004

20. breaks in service, forfeitures and years of service

    By eilano, April 21, 2004
    • 3 replies
    • 1.7k views
    • 
    • eilano
    • April 22, 2004

21. 415 Limits for Profit Sharing Plan plus Govt. Plan

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

22. Withdrawal of IRA rollover from profit sharing plan

    By Guest moosegirl, January 21, 2004
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • April 19, 2004

23. Contribution due date for 501(c) organization

    By Guest MEWilson, April 13, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 16, 2004

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

    By FundeK, April 15, 2004
    • 3 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • April 16, 2004

25. Merging Money Purchase Plan into Profit Sharing Plan

    By Guest Ottrose, April 14, 2004
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • April 15, 2004

26. controlled group

    By eilano, April 14, 2004
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • April 14, 2004

27. Pentrak

    By Guest STLamb, April 13, 2004
    • 0 replies
    • 5.1k views
    • 
    • Guest
    • April 13, 2004

28. Target trouble?

    By Jed Macy, April 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • AndyH
    • April 12, 2004

29. Common Law Employees?

    By Gilmore, April 6, 2004
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • April 7, 2004

30. Verifying whether an employer exists

    By Guest R. Daestrom, April 6, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • April 7, 2004

31. Control Group Determination

    By Guest M. Martin, April 6, 2004
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • April 6, 2004

32. plans subject to QJSA

    By Guest sritts, April 2, 2004
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • April 5, 2004

33. family attribution & controlled group woes

    By Guest dubya, March 31, 2004
    • 2 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 31, 2004

34. new plan eligibility

    By Guest R. Daestrom, March 31, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 31, 2004

35. Settlement agreement does not mention plan

    By Guest JD698, March 30, 2004
    • 5 replies
    • 2k views
    • 
    • TBob
    • March 31, 2004

36. When to forfeit?

    By R. Butler, March 26, 2004
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 31, 2004

37. payout without settlement agreement

    By Guest JD698, March 29, 2004
    • 2 replies
    • 1.8k views
    • 
    • Harwood
    • March 29, 2004

38. Controlled group/fish story

    By Belgarath, February 11, 2004
    • 3 replies
    • 1.6k views
    • 
    • Lame Duck
    • March 29, 2004

39. Affiliated Service Group?

    By Guest JBeck, March 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2004

40. sole prop and schedule C

    By Guest R. Daestrom, March 24, 2004
    • 8 replies
    • 2.2k views
    • 
    • mwyatt
    • March 26, 2004

41. Controlled Group

    By Guest karlin, March 23, 2004
    • 9 replies
    • 2.6k views
    • 
    • Earl
    • March 25, 2004

42. "Performing services" in ASG analysis

    By J2D2, March 19, 2004
    • 2 replies
    • 1.5k views
    • 
    • Lame Duck
    • March 24, 2004

43. UBIT on Debt-Finance Property

    By JAY21, March 24, 2004
    • 0 replies
    • 1.3k views
    • 
    • JAY21
    • March 24, 2004

44. Rental Income

    By jane123, March 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2004

45. Compensation from a second entity

    By dmb, March 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 23, 2004

46. Foreign language SPD requirement

    By Belgarath, March 23, 2004
    • 4 replies
    • 1.9k views
    • 
    • dmb
    • March 23, 2004

47. Money Purchase Merger with Profit Sharing Plan

    By Guest KMP, March 19, 2004
    • 3 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • March 22, 2004

48. Participant Statements

    By betheeg, March 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • betheeg
    • March 22, 2004

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

    By katieinny, March 22, 2004
    • 0 replies
    • 1.7k views
    • 
    • katieinny
    • March 22, 2004

50. Management Function Group

    By eilano, March 22, 2004
    • 0 replies
    • 1.2k views
    • 
    • eilano
    • March 22, 2004