Retirement Plans in General

5,761 topics in this forum

1. Plan Disqualification due to failure to make top heavy contribution.

   By katieinny, December 8, 2003
   • 6 replies
   • 2k views
   • 
   • Everett Moreland
   • December 9, 2003

2. Required Minimum Distribution?

   By Jilliandiz, December 8, 2003
   • 2 replies
   • 1.4k views
   • 
   • jaemmons
   • December 8, 2003

3. Client desires to retroactively amend plan to lower the service requirement for plan entry; plan year ended 6 months ago

   By Guest wlank, December 3, 2003
   • 12 replies
   • 1.9k views
   • 
   • Guest
   • December 7, 2003

4. Controlled Group Considerations

   By SMB, December 4, 2003
   • 3 replies
   • 1.1k views
   • 
   • SRM
   • December 5, 2003

5. 412 (i) DB plan and Aggregation with DC plan

   By Guest shtoo, December 4, 2003
   • 8 replies
   • 3.3k views
   • 
   • Guest
   • December 5, 2003

6. Not sure we have a trust; using a prototype document

   By Guest TinaNewToPension, December 3, 2003
   • 8 replies
   • 1.4k views
   • 
   • E as in ERISA
   • December 5, 2003

7. ASG and multiple plan issues

   By SRM, December 4, 2003
   • 0 replies
   • 985 views
   • 
   • SRM
   • December 4, 2003

8. USERRA help needed...

   By chris, December 4, 2003
   • 0 replies
   • 1.1k views
   • 
   • chris
   • December 4, 2003

9. Can unrelated employers adopt the same prototype plan document?

   By katieinny, December 2, 2003
   • 1 reply
   • 977 views
   • 
   • g8r
   • December 4, 2003

10. Required Minimum Distributions from an IRA and a Profit Sharing Plan

    By Guest terric, December 2, 2003
    • 9 replies
    • 2.8k views
    • 
    • Appleby
    • December 3, 2003

11. Contribution Amount for a Single Member LLC

    By Archimage, December 2, 2003
    • 2 replies
    • 1.3k views
    • 
    • jevd
    • December 2, 2003

12. Profit Sharing Plan Contribution was allocated incorrectly....what can I do to correct this?

    By Jilliandiz, December 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 2, 2003

13. individual owns 2 unrelated companies

    By Guest nipa, November 26, 2003
    • 5 replies
    • 2.7k views
    • 
    • Harwood
    • November 28, 2003

14. Billing Issues with GUST and total plan document amendments

    By Jilliandiz, November 23, 2003
    • 0 replies
    • 881 views
    • 
    • Jilliandiz
    • November 23, 2003

15. Contribution of appreciated property to retirement plan

    By bzorc, November 20, 2003
    • 2 replies
    • 1.5k views
    • 
    • Earl
    • November 21, 2003

16. Death of the owner/sole employee of a Profit Sharing plan.

    By Guest gregens, November 14, 2003
    • 6 replies
    • 8.2k views
    • 
    • Appleby
    • November 20, 2003

17. Paying for Life Insurance out of a Pension Plan?

    By Jilliandiz, November 4, 2003
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • November 20, 2003

18. Merged companies that split

    By eilano, November 19, 2003
    • 0 replies
    • 927 views
    • 
    • eilano
    • November 19, 2003

19. Merging plans with prohibited loan

    By Guest moosegirl, November 12, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • November 19, 2003

20. Must interest be credited to a money purchase plan on a contribution t

    By Guest Ingrid Fils, January 12, 2001
    • 6 replies
    • 2.7k views
    • 
    • Guest
    • November 19, 2003

21. Directed Investment Policy Issues

    By chris, November 13, 2003
    • 2 replies
    • 1k views
    • 
    • chris
    • November 19, 2003

22. Survey: Are You Submitting Volume Submitter Plans to IRS?

    By Lynn Campbell, November 18, 2003
    • 3 replies
    • 1.1k views
    • 
    • rcline46
    • November 18, 2003

23. Target Benefit Plan Issues

    By chris, October 30, 2003
    • 6 replies
    • 1.5k views
    • 
    • AndyH
    • November 17, 2003

24. PEO Question

    By Guest mab, November 5, 2003
    • 5 replies
    • 1.5k views
    • 
    • Ron Snyder
    • November 13, 2003

25. Surgicenter/Affiliated Med. Practices & ASGs

    By Christine Roberts, November 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • November 12, 2003

26. Short plan year

    By Moe Howard, October 30, 2002
    • 8 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2003

27. Chapter 13 Bankruptcy Offices - What Type of Entity?

    By Guest YATPA, October 30, 2003
    • 3 replies
    • 2.2k views
    • 
    • Ron Snyder
    • November 11, 2003

28. What do you do if a company accidentally wires too much money?

    By FundeK, October 29, 2003
    • 7 replies
    • 2.9k views
    • 
    • Belgarath
    • November 11, 2003

29. If only 401(k) deferrals, can keys defer without triggering Top Heavy minimums?

    By Guest jusducki, October 30, 2003
    • 4 replies
    • 1.1k views
    • 
    • R. Butler
    • October 31, 2003

30. Required to Amendment for SPD's

    By Guest KevinP, October 30, 2003
    • 1 reply
    • 958 views
    • 
    • mming
    • October 31, 2003

31. Early retirement question. Company wont allow to to take another job.

    By Guest tl6056john, October 19, 2003
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 29, 2003

32. Rollover from foreign plan?

    By Guest draper, October 28, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2003

33. Money Purchase Plan converted to a profit sharing plan

    By eilano, October 28, 2003
    • 0 replies
    • 972 views
    • 
    • eilano
    • October 28, 2003

34. Can someone explain why a plan might be nontrusteed?

    By Guest jhilliard, October 28, 2003
    • 6 replies
    • 1.3k views
    • 
    • E as in ERISA
    • October 28, 2003

35. Recognizing predecessor employer

    By Guest picwrc, October 27, 2003
    • 4 replies
    • 2.6k views
    • 
    • david rigby
    • October 27, 2003

36. Year of Service definition

    By Guest mpark, October 27, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 27, 2003

37. Participant in more than one plan issues...

    By chris, October 22, 2003
    • 15 replies
    • 3.4k views
    • 
    • david rigby
    • October 25, 2003

38. Disregardable Vesting Service

    By dmb, October 24, 2003
    • 1 reply
    • 1k views
    • 
    • david rigby
    • October 24, 2003

39. Pension Equity Plans

    By Guest cosmo01, October 20, 2003
    • 28 replies
    • 4.9k views
    • 
    • david rigby
    • October 24, 2003

40. Terminated DC plans and Lost Participants

    By david shipp, October 23, 2003
    • 0 replies
    • 970 views
    • 
    • david shipp
    • October 23, 2003

41. Profit Sharing Plan for One Employee

    By Guest inquiry2, October 21, 2003
    • 3 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 21, 2003

42. 4975 Disqualified Person Question

    By Guest cgriffin, October 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 20, 2003

43. What's best retirement vehicle for this Schedule C participant: Uni-K or traditional profit sharing plan?

    By Lori H, September 24, 2003
    • 11 replies
    • 4.8k views
    • 
    • Mary Kay Foss
    • October 17, 2003

44. Davis-Bacon Contributions and 401k Safe Harbor

    By perkinsran, October 17, 2003
    • 0 replies
    • 1.5k views
    • 
    • perkinsran
    • October 17, 2003

45. Which ERISA plans, does the DOL require to be a trust ?

    By Guest ETodd, October 16, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2003

46. lump Sum distributions - switching from the 30 yr treasury to a (higher)corporate bond rate. Could this happen suddenly if passed by Congress? Or faze in?

    By Guest Scorpionpenn, October 10, 2003
    • 12 replies
    • 1.8k views
    • 
    • mwyatt
    • October 17, 2003

47. Employer sold part of business and wants to establish new plan effective mid-year for just the remaining three employees. How to test for 410(b) etc.?

    By Guest tkay, October 16, 2003
    • 1 reply
    • 880 views
    • 
    • Guest
    • October 17, 2003

48. Who takes deduction for controlled group contribution

    By Guest jgordon, October 14, 2003
    • 5 replies
    • 3.8k views
    • 
    • GBurns
    • October 15, 2003

49. Safe Harbor Compensation

    By Scott, January 29, 1999
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • October 15, 2003

50. Software for tracking client activity

    By mwyatt, October 11, 2003
    • 0 replies
    • 1.5k views
    • 
    • mwyatt
    • October 11, 2003