Retirement Plans in General

5,791 topics in this forum

1. money purchase assets rolled into an existing profit sharing plan

   By Guest Donna Neuhauser, January 14, 2004
   • 3 replies
   • 1.3k views
   • 
   • chris
   • January 15, 2004

2. Participant Request

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

3. Bonding Question

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

4. excluding statutory employees

   By eilano, January 14, 2004
   • 0 replies
   • 1k views
   • 
   • eilano
   • January 14, 2004

5. PTE for Real Estate Purchase

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

6. Non-Profit as a beneficiary

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

7. Funding of employer contribution by credit card

   By Medusa, January 6, 2004
   • 10 replies
   • 2k views
   • 
   • Medusa
   • January 9, 2004

8. Target Benefit Issue

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

9. Target Benefit and EGTRRA Limits

   By mwyatt, January 8, 2004
   • 12 replies
   • 2.5k views
   • 
   • mwyatt
   • January 9, 2004

10. Reimbursement of Plan Sponsor by Plan for Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 8.3k views
    • 
    • Guest
    • January 6, 2004

11. Control Groups

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

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

    By FundeK, December 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • FundeK
    • December 31, 2003

13. Employee in Two Plans

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

14. New regs on QJSA/QPSA explanations

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

15. Merry Christmas and Happy Holidays to all.

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

16. Form 2848

    By Guest At Peace, December 23, 2003
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • December 24, 2003

17. 401(a)(9) Regs

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

18. 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

19. 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

20. 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

21. 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

22. 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

23. Missing Participants

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

24. after tax contributions

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

25. Prototype Documents

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

26. Deductible Compensation

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

27. 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

28. Shared Employees/Substantially Full Time

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

29. 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

30. Property Held in Profit Sharing Plan

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

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

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

32. Required Minimum Distribution?

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

33. 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

34. Controlled Group Considerations

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

35. 412 (i) DB plan and Aggregation with DC plan

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

36. 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

37. ASG and multiple plan issues

    By SRM, December 4, 2003
    • 0 replies
    • 1k views
    • 
    • SRM
    • December 4, 2003

38. USERRA help needed...

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

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

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

40. 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

41. Contribution Amount for a Single Member LLC

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

42. 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

43. individual owns 2 unrelated companies

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

44. Billing Issues with GUST and total plan document amendments

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

45. Contribution of appreciated property to retirement plan

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

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

    By Guest gregens, November 14, 2003
    • 6 replies
    • 8.4k views
    • 
    • Appleby
    • November 20, 2003

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

    By Jilliandiz, November 4, 2003
    • 7 replies
    • 2.6k views
    • 
    • Belgarath
    • November 20, 2003

48. Merged companies that split

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

49. Merging plans with prohibited loan

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

50. 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