Retirement Plans in General

5,781 topics in this forum

1. Control Groups

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

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

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

3. Employee in Two Plans

   By DP, December 29, 2003
   • 2 replies
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • December 29, 2003

4. New regs on QJSA/QPSA explanations

   By Belgarath, December 22, 2003
   • 13 replies
   • 3.7k views
   • 
   • Mike Preston
   • December 26, 2003

5. Merry Christmas and Happy Holidays to all.

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

6. Form 2848

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

7. 401(a)(9) Regs

   By MarZDoates, December 23, 2003
   • 3 replies
   • 1.4k views
   • 
   • MarZDoates
   • December 23, 2003

8. 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

9. 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

10. 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

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

    By Guest cash, December 21, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • December 22, 2003

12. 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

13. Missing Participants

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

14. after tax contributions

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

15. Prototype Documents

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

16. Deductible Compensation

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

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

    By Archimage, December 5, 2003
    • 10 replies
    • 2.5k views
    • 
    • KJohnson
    • December 11, 2003

18. Shared Employees/Substantially Full Time

    By Guest lwhittle, December 10, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 10, 2003

19. 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
    • 2.7k views
    • 
    • david rigby
    • December 9, 2003

20. Property Held in Profit Sharing Plan

    By DP, December 8, 2003
    • 9 replies
    • 2.5k views
    • 
    • jevd
    • December 9, 2003

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

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

22. Required Minimum Distribution?

    By Jilliandiz, December 8, 2003
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • December 8, 2003

23. 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

24. Controlled Group Considerations

    By SMB, December 4, 2003
    • 3 replies
    • 1.2k views
    • 
    • SRM
    • December 5, 2003

25. 412 (i) DB plan and Aggregation with DC plan

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

26. 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

27. ASG and multiple plan issues

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

28. USERRA help needed...

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

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

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

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

    By Guest terric, December 2, 2003
    • 9 replies
    • 2.9k views
    • 
    • Appleby
    • December 3, 2003

31. Contribution Amount for a Single Member LLC

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

32. 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

33. individual owns 2 unrelated companies

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

34. Billing Issues with GUST and total plan document amendments

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

35. Contribution of appreciated property to retirement plan

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

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

    By Guest gregens, November 14, 2003
    • 6 replies
    • 8.3k views
    • 
    • Appleby
    • November 20, 2003

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

    By Jilliandiz, November 4, 2003
    • 7 replies
    • 2.5k views
    • 
    • Belgarath
    • November 20, 2003

38. Merged companies that split

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

39. Merging plans with prohibited loan

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

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

    By Guest Ingrid Fils, January 12, 2001
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • November 19, 2003

41. Directed Investment Policy Issues

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

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

    By Lynn Campbell, November 18, 2003
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • November 18, 2003

43. Target Benefit Plan Issues

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

44. PEO Question

    By Guest mab, November 5, 2003
    • 5 replies
    • 1.6k views
    • 
    • Ron Snyder
    • November 13, 2003

45. Surgicenter/Affiliated Med. Practices & ASGs

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

46. Short plan year

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

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

    By Guest YATPA, October 30, 2003
    • 3 replies
    • 2.3k views
    • 
    • Ron Snyder
    • November 11, 2003

48. 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

49. 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

50. Required to Amendment for SPD's

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