Retirement Plans in General

5,819 topics in this forum

1. Verifying whether an employer exists

   By Guest R. Daestrom, April 6, 2004
   • 2 replies
   • 1.1k views
   • 
   • Appleby
   • April 7, 2004

2. Control Group Determination

   By Guest M. Martin, April 6, 2004
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • April 6, 2004

3. plans subject to QJSA

   By Guest sritts, April 2, 2004
   • 3 replies
   • 1.7k views
   • 
   • david rigby
   • April 5, 2004

4. family attribution & controlled group woes

   By Guest dubya, March 31, 2004
   • 2 replies
   • 1.2k views
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   • Lame Duck
   • March 31, 2004

5. new plan eligibility

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

6. Settlement agreement does not mention plan

   By Guest JD698, March 30, 2004
   • 5 replies
   • 1.7k views
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   • TBob
   • March 31, 2004

7. When to forfeit?

   By R. Butler, March 26, 2004
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • March 31, 2004

8. payout without settlement agreement

   By Guest JD698, March 29, 2004
   • 2 replies
   • 1.6k views
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   • Harwood
   • March 29, 2004

9. Controlled group/fish story

   By Belgarath, February 11, 2004
   • 3 replies
   • 1.4k views
   • 
   • Lame Duck
   • March 29, 2004

10. Affiliated Service Group?

    By Guest JBeck, March 26, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 26, 2004

11. sole prop and schedule C

    By Guest R. Daestrom, March 24, 2004
    • 8 replies
    • 1.9k views
    • 
    • mwyatt
    • March 26, 2004

12. Controlled Group

    By Guest karlin, March 23, 2004
    • 9 replies
    • 2.2k views
    • 
    • Earl
    • March 25, 2004

13. "Performing services" in ASG analysis

    By J2D2, March 19, 2004
    • 2 replies
    • 1.3k views
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    • Lame Duck
    • March 24, 2004

14. UBIT on Debt-Finance Property

    By JAY21, March 24, 2004
    • 0 replies
    • 1.1k views
    • 
    • JAY21
    • March 24, 2004

15. Rental Income

    By jane123, March 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 24, 2004

16. Compensation from a second entity

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

17. Foreign language SPD requirement

    By Belgarath, March 23, 2004
    • 4 replies
    • 1.7k views
    • 
    • dmb
    • March 23, 2004

18. Money Purchase Merger with Profit Sharing Plan

    By Guest KMP, March 19, 2004
    • 3 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 22, 2004

19. Participant Statements

    By betheeg, March 22, 2004
    • 2 replies
    • 1.4k views
    • 
    • betheeg
    • March 22, 2004

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

    By katieinny, March 22, 2004
    • 0 replies
    • 1.5k views
    • 
    • katieinny
    • March 22, 2004

21. Management Function Group

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

22. Same sex marriage

    By dmb, March 19, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 19, 2004

23. Calculating Partership Compensation

    By Guest Hartnett123, March 18, 2004
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 18, 2004

24. Contributions for Married Employees

    By Guest MDG, March 15, 2004
    • 1 reply
    • 1.1k views
    • 
    • chris
    • March 17, 2004

25. Audit Questions

    By WDIK, August 25, 2003
    • 19 replies
    • 2.7k views
    • 
    • WDIK
    • March 12, 2004

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

    By katieinny, March 11, 2004
    • 6 replies
    • 1.5k views
    • 
    • MGB
    • March 11, 2004

27. compensation and car allowance

    By eilano, March 10, 2004
    • 0 replies
    • 1.9k views
    • 
    • eilano
    • March 10, 2004

28. Any BLAZE SSI Users out ther?

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

29. Short Plan Year

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

30. Key employee who terminates employment

    By Guest DeePA, March 5, 2004
    • 4 replies
    • 2.9k views
    • 
    • Mike Preston
    • March 6, 2004

31. Controlled Group -- Attribution

    By Guest rwest, March 5, 2004
    • 5 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 6, 2004

32. Offering risky investments in 401(k)

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

33. Controlled Group Question

    By MarZDoates, March 3, 2004
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • March 5, 2004

34. Impact of working after retirement on public pension systems

    By Guest PSRSGirl, March 3, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 4, 2004

35. Discrectionary Contribution Timing

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

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

    By JAY21, March 3, 2004
    • 4 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 3, 2004

37. 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
    • 1.1k views
    • 
    • E as in ERISA
    • March 3, 2004

38. RMD form

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

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

    By Lynn Campbell, February 28, 2004
    • 2 replies
    • 1k views
    • 
    • david rigby
    • February 28, 2004

40. Different Corp Fiscal Year from Plan Year

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

41. Controlled Groups

    By Guest THess, February 23, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2004

42. Notice to Interested Party Question

    By ERISAatty, January 7, 2004
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • February 26, 2004

43. ERISA OUTLINE BOOK is Fabulous!

    By ERISAatty, February 4, 2004
    • 10 replies
    • 3.7k views
    • 
    • Tom Poje
    • February 25, 2004

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

    By Moe Howard, February 25, 2004
    • 5 replies
    • 2.6k views
    • 
    • pmacduff
    • February 25, 2004

45. VCP Filing for missing GUST deadline

    By Guest dyoder, February 24, 2004
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • February 25, 2004

46. Nonresident Alien Employees

    By Guest DLearning, February 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • Harwood
    • February 25, 2004

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

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

48. 7.5% Gateway with SEP

    By Gary Lesser, February 5, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 24, 2004

49. Deadline for GUST SPD

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

50. Privacy Issues as relates to TPA

    By Guest bwaller, February 20, 2004
    • 2 replies
    • 1.3k views
    • 
    • TBob
    • February 23, 2004