Retirement Plans in General

5,839 topics in this forum

1. Controlled Group -- Attribution

   By Guest rwest, March 5, 2004
   • 5 replies
   • 1.2k views
   • 
   • Mike Preston
   • March 6, 2004

2. Offering risky investments in 401(k)

   By Guest ryler, March 5, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 5, 2004

3. Controlled Group Question

   By MarZDoates, March 3, 2004
   • 10 replies
   • 1.8k views
   • 
   • Guest
   • March 5, 2004

4. Impact of working after retirement on public pension systems

   By Guest PSRSGirl, March 3, 2004
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • March 4, 2004

5. Discrectionary Contribution Timing

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

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

   By JAY21, March 3, 2004
   • 4 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 3, 2004

7. 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
   • 1.2k views
   • 
   • E as in ERISA
   • March 3, 2004

8. RMD form

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

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

   By Lynn Campbell, February 28, 2004
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • February 28, 2004

10. Different Corp Fiscal Year from Plan Year

    By Guest rwest, February 27, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • February 27, 2004

11. Controlled Groups

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

12. Notice to Interested Party Question

    By ERISAatty, January 7, 2004
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • February 26, 2004

13. ERISA OUTLINE BOOK is Fabulous!

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

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

    By Moe Howard, February 25, 2004
    • 5 replies
    • 2.8k views
    • 
    • pmacduff
    • February 25, 2004

15. VCP Filing for missing GUST deadline

    By Guest dyoder, February 24, 2004
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • February 25, 2004

16. Nonresident Alien Employees

    By Guest DLearning, February 24, 2004
    • 1 reply
    • 1.5k views
    • 
    • Harwood
    • February 25, 2004

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

    By Guest dyoder, February 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 25, 2004

18. 7.5% Gateway with SEP

    By Gary Lesser, February 5, 2004
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • February 24, 2004

19. Deadline for GUST SPD

    By Lynn Campbell, February 20, 2004
    • 1 reply
    • 1.5k views
    • 
    • mming
    • February 23, 2004

20. Privacy Issues as relates to TPA

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

21. Money Purchase Plan

    By doombuggy, February 13, 2004
    • 3 replies
    • 1.3k views
    • 
    • doombuggy
    • February 23, 2004

22. multiple companies

    By eilano, February 23, 2004
    • 0 replies
    • 1.2k views
    • 
    • eilano
    • February 23, 2004

23. Related Group Question

    By R. Butler, February 19, 2004
    • 0 replies
    • 1.1k views
    • 
    • R. Butler
    • February 19, 2004

24. NJ State Disability included in W-2 compensation

    By Guest mpark, February 18, 2004
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 18, 2004

25. Calculation of contribution for sole proprietor

    By Jed Macy, February 11, 2004
    • 22 replies
    • 6k views
    • 
    • Mike Preston
    • February 13, 2004

26. ERISA Jail

    By FundeK, February 13, 2004
    • 0 replies
    • 1.5k views
    • 
    • FundeK
    • February 13, 2004

27. Death of Plan Administrator and Trustee

    By Guest tracys, February 11, 2004
    • 3 replies
    • 2.2k views
    • 
    • Belgarath
    • February 12, 2004

28. Question on Defined Benefit Plan ...

    By Guest dd50, February 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 12, 2004

29. Constructive Ownership/Controlled Group

    By MarZDoates, February 6, 2004
    • 15 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • February 11, 2004

30. Hours of Service and Severance Pay

    By smm, February 10, 2004
    • 11 replies
    • 6.1k views
    • 
    • smm
    • February 11, 2004

31. Partner Always an "Employer" In Regards to Plan?

    By Christine Roberts, February 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • Christine Roberts
    • February 9, 2004

32. Revenue Ruling 2004-11

    By Belgarath, February 4, 2004
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • February 6, 2004

33. Participant dies; was taking RMD. Can surviving wife keep husband's account, retitling it to her, as part of plan assets and take RMD?

    By Guest jusducki, February 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • AndyH
    • February 6, 2004

34. Rollover Between Plans Maintained By Former Employer

    By Christine Roberts, February 3, 2004
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • February 4, 2004

35. Discriminatory Compensation Question.

    By Guest Max Power, February 2, 2004
    • 11 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2004

36. Authority to Amend Plans

    By waid10, February 3, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 3, 2004

37. What's the best way to remove the "discretionary profit sharing" accounts from a 401k Plan?

    By Lynn Campbell, January 20, 2004
    • 12 replies
    • 2.9k views
    • 
    • Lynn Campbell
    • February 3, 2004

38. Target Replacement Rates for DB Plans

    By Guest woodward618, February 2, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 2, 2004

39. Site to track Fed Legislation

    By jevd, February 2, 2004
    • 0 replies
    • 1.2k views
    • 
    • jevd
    • February 2, 2004

40. Controlled Group/Multiple Employer Question

    By Archimage, January 30, 2004
    • 2 replies
    • 1.3k views
    • 
    • Archimage
    • February 2, 2004

41. Bonding Name and Requirement

    By buckaroo, January 27, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • January 27, 2004

42. Compensation used for integrated allocation

    By jaemmons, January 23, 2004
    • 0 replies
    • 1.2k views
    • 
    • jaemmons
    • January 23, 2004

43. SPD claims procedure

    By Guest Hilarion, January 23, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • January 23, 2004

44. Laid Off Employees - Receive Allocation?

    By Guest Suanne, January 21, 2004
    • 8 replies
    • 2k views
    • 
    • Jed Macy
    • January 22, 2004

45. Must PSP be terminated when ER no longer doing business?

    By Luis Miguel, January 21, 2004
    • 9 replies
    • 2.1k views
    • 
    • Jed Macy
    • January 22, 2004

46. Is an employee entitled to a plan contribution based on disability pay that is not included on the Employer's W-2?

    By katieinny, January 21, 2004
    • 2 replies
    • 1.2k views
    • 
    • katieinny
    • January 21, 2004

47. Does service with foreign parent count when NRA becomes eligible for US subsidiary plan?

    By Guest Calimayhew, January 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • January 21, 2004

48. Doesn't anyone understand insurable interest anymore?

    By david rigby, January 20, 2004
    • 11 replies
    • 11.5k views
    • 
    • Kirk Maldonado
    • January 21, 2004

49. Revenue Procedure 2004-8

    By Belgarath, January 15, 2004
    • 2 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 20, 2004

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

    By Guest Donna Neuhauser, January 14, 2004
    • 3 replies
    • 1.5k views
    • 
    • chris
    • January 15, 2004