Retirement Plans in General

5,772 topics in this forum

1. 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

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

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

3. 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

4. Missing Participants

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

5. after tax contributions

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

6. Prototype Documents

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

7. Deductible Compensation

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

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

   By Archimage, December 5, 2003
   • 10 replies
   • 2.4k views
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   • KJohnson
   • December 11, 2003

9. Shared Employees/Substantially Full Time

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

10. 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
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    • david rigby
    • December 9, 2003

11. Property Held in Profit Sharing Plan

    By DP, December 8, 2003
    • 9 replies
    • 2.4k views
    • 
    • jevd
    • December 9, 2003

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

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

13. Required Minimum Distribution?

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

14. 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

15. Controlled Group Considerations

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

16. 412 (i) DB plan and Aggregation with DC plan

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

17. 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

18. ASG and multiple plan issues

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

19. USERRA help needed...

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

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

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

21. 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

22. Contribution Amount for a Single Member LLC

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

23. 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

24. individual owns 2 unrelated companies

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

25. Billing Issues with GUST and total plan document amendments

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

26. Contribution of appreciated property to retirement plan

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

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

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

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

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

29. Merged companies that split

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

30. Merging plans with prohibited loan

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

31. 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

32. Directed Investment Policy Issues

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

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

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

34. Target Benefit Plan Issues

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

35. PEO Question

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

36. Surgicenter/Affiliated Med. Practices & ASGs

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

37. Short plan year

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

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

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

39. 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

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

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

41. Required to Amendment for SPD's

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

42. 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

43. Rollover from foreign plan?

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

44. Money Purchase Plan converted to a profit sharing plan

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

45. 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

46. Recognizing predecessor employer

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

47. Year of Service definition

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

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

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

49. Disregardable Vesting Service

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

50. Pension Equity Plans

    By Guest cosmo01, October 20, 2003
    • 28 replies
    • 5k views
    • 
    • david rigby
    • October 24, 2003