Retirement Plans in General

5,819 topics in this forum

1. Money Purchase Plan

   By doombuggy, February 13, 2004
   • 3 replies
   • 1.2k views
   • 
   • doombuggy
   • February 23, 2004

2. multiple companies

   By eilano, February 23, 2004
   • 0 replies
   • 991 views
   • 
   • eilano
   • February 23, 2004

3. Related Group Question

   By R. Butler, February 19, 2004
   • 0 replies
   • 1k views
   • 
   • R. Butler
   • February 19, 2004

4. NJ State Disability included in W-2 compensation

   By Guest mpark, February 18, 2004
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • February 18, 2004

5. Calculation of contribution for sole proprietor

   By Jed Macy, February 11, 2004
   • 22 replies
   • 5.7k views
   • 
   • Mike Preston
   • February 13, 2004

6. ERISA Jail

   By FundeK, February 13, 2004
   • 0 replies
   • 1.4k views
   • 
   • FundeK
   • February 13, 2004

7. Death of Plan Administrator and Trustee

   By Guest tracys, February 11, 2004
   • 3 replies
   • 2k views
   • 
   • Belgarath
   • February 12, 2004

8. Question on Defined Benefit Plan ...

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

9. Constructive Ownership/Controlled Group

   By MarZDoates, February 6, 2004
   • 15 replies
   • 3.1k views
   • 
   • Blinky the 3-eyed Fish
   • February 11, 2004

10. Hours of Service and Severance Pay

    By smm, February 10, 2004
    • 11 replies
    • 5.8k views
    • 
    • smm
    • February 11, 2004

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

    By Christine Roberts, February 9, 2004
    • 0 replies
    • 916 views
    • 
    • Christine Roberts
    • February 9, 2004

12. Revenue Ruling 2004-11

    By Belgarath, February 4, 2004
    • 5 replies
    • 2k views
    • 
    • E as in ERISA
    • February 6, 2004

13. 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
    • 1k views
    • 
    • AndyH
    • February 6, 2004

14. Rollover Between Plans Maintained By Former Employer

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

15. Discriminatory Compensation Question.

    By Guest Max Power, February 2, 2004
    • 11 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 3, 2004

16. Authority to Amend Plans

    By waid10, February 3, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 3, 2004

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

    By Lynn Campbell, January 20, 2004
    • 12 replies
    • 2.7k views
    • 
    • Lynn Campbell
    • February 3, 2004

18. Target Replacement Rates for DB Plans

    By Guest woodward618, February 2, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 2, 2004

19. Site to track Fed Legislation

    By jevd, February 2, 2004
    • 0 replies
    • 1k views
    • 
    • jevd
    • February 2, 2004

20. Controlled Group/Multiple Employer Question

    By Archimage, January 30, 2004
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • February 2, 2004

21. Bonding Name and Requirement

    By buckaroo, January 27, 2004
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • January 27, 2004

22. Compensation used for integrated allocation

    By jaemmons, January 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • jaemmons
    • January 23, 2004

23. SPD claims procedure

    By Guest Hilarion, January 23, 2004
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • January 23, 2004

24. Laid Off Employees - Receive Allocation?

    By Guest Suanne, January 21, 2004
    • 8 replies
    • 1.9k views
    • 
    • Jed Macy
    • January 22, 2004

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

    By Luis Miguel, January 21, 2004
    • 9 replies
    • 1.8k views
    • 
    • Jed Macy
    • January 22, 2004

26. 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
    • 1.1k views
    • 
    • katieinny
    • January 21, 2004

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

    By Guest Calimayhew, January 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • January 21, 2004

28. Doesn't anyone understand insurable interest anymore?

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

29. Revenue Procedure 2004-8

    By Belgarath, January 15, 2004
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 20, 2004

30. 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

31. Participant Request

    By chris, January 15, 2004
    • 5 replies
    • 1.3k views
    • 
    • chris
    • January 15, 2004

32. Bonding Question

    By Guest curmudgeon, December 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Harwood
    • January 14, 2004

33. excluding statutory employees

    By eilano, January 14, 2004
    • 0 replies
    • 1.1k views
    • 
    • eilano
    • January 14, 2004

34. PTE for Real Estate Purchase

    By Archimage, January 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • KJohnson
    • January 14, 2004

35. Non-Profit as a beneficiary

    By Guest RAA, January 13, 2004
    • 8 replies
    • 1.9k views
    • 
    • E as in ERISA
    • January 14, 2004

36. Funding of employer contribution by credit card

    By Medusa, January 6, 2004
    • 10 replies
    • 2.2k views
    • 
    • Medusa
    • January 9, 2004

37. Target Benefit Issue

    By chris, January 8, 2004
    • 7 replies
    • 1.6k views
    • 
    • mwyatt
    • January 9, 2004

38. Target Benefit and EGTRRA Limits

    By mwyatt, January 8, 2004
    • 12 replies
    • 2.6k views
    • 
    • mwyatt
    • January 9, 2004

39. Reimbursement of Plan Sponsor by Plan for Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 8.4k views
    • 
    • Guest
    • January 6, 2004

40. Control Groups

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

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

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

42. Employee in Two Plans

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

43. New regs on QJSA/QPSA explanations

    By Belgarath, December 22, 2003
    • 13 replies
    • 3.9k views
    • 
    • Mike Preston
    • December 26, 2003

44. Merry Christmas and Happy Holidays to all.

    By jevd, December 24, 2003
    • 3 replies
    • 1.2k views
    • 
    • joel
    • December 24, 2003

45. Form 2848

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

46. 401(a)(9) Regs

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

47. What needs to be done when a company changes from Sole Proprietor to a Corporation?

    By Guest DIGMYDOG, December 15, 2003
    • 1 reply
    • 1.2k views
    • 
    • chris
    • December 23, 2003

48. 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
    • 2.2k views
    • 
    • Guest
    • December 22, 2003

49. 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
    • 1.1k views
    • 
    • Fredman
    • December 22, 2003

50. 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