Retirement Plans in General

5,753 topics in this forum

1. 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

2. Tying bank services to receipt of qualified plan

   By Guest philc, October 29, 2003
   • 11 replies
   • 2.9k views
   • 
   • jpod
   • May 19, 2014

3. What do you do if a company accidentally wires too much money?

   By FundeK, October 29, 2003
   • 7 replies
   • 2.8k views
   • 
   • Belgarath
   • November 11, 2003

4. Money Purchase Plan converted to a profit sharing plan

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

5. Rollover from foreign plan?

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

6. Can someone explain why a plan might be nontrusteed?

   By Guest jhilliard, October 28, 2003
   • 6 replies
   • 1.3k views
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   • E as in ERISA
   • October 28, 2003

7. Year of Service definition

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

8. Recognizing predecessor employer

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

9. Disregardable Vesting Service

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

10. Terminated DC plans and Lost Participants

    By david shipp, October 23, 2003
    • 0 replies
    • 965 views
    • 
    • david shipp
    • October 23, 2003

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

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

12. Profit Sharing Plan for One Employee

    By Guest inquiry2, October 21, 2003
    • 3 replies
    • 2.9k views
    • 
    • Mike Preston
    • October 21, 2003

13. Pension Equity Plans

    By Guest cosmo01, October 20, 2003
    • 28 replies
    • 4.9k views
    • 
    • david rigby
    • October 24, 2003

14. 4975 Disqualified Person Question

    By Guest cgriffin, October 20, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 20, 2003

15. Early retirement question. Company wont allow to to take another job.

    By Guest tl6056john, October 19, 2003
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 29, 2003

16. Davis-Bacon Contributions and 401k Safe Harbor

    By perkinsran, October 17, 2003
    • 0 replies
    • 1.5k views
    • 
    • perkinsran
    • October 17, 2003

17. Employer sold part of business and wants to establish new plan effective mid-year for just the remaining three employees. How to test for 410(b) etc.?

    By Guest tkay, October 16, 2003
    • 1 reply
    • 876 views
    • 
    • Guest
    • October 17, 2003

18. Which ERISA plans, does the DOL require to be a trust ?

    By Guest ETodd, October 16, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2003

19. Who takes deduction for controlled group contribution

    By Guest jgordon, October 14, 2003
    • 5 replies
    • 3.8k views
    • 
    • GBurns
    • October 15, 2003

20. Software for tracking client activity

    By mwyatt, October 11, 2003
    • 0 replies
    • 1.5k views
    • 
    • mwyatt
    • October 11, 2003

21. lump Sum distributions - switching from the 30 yr treasury to a (higher)corporate bond rate. Could this happen suddenly if passed by Congress? Or faze in?

    By Guest Scorpionpenn, October 10, 2003
    • 12 replies
    • 1.8k views
    • 
    • mwyatt
    • October 17, 2003

22. What is a "de minimis" difference in compensation inclusion percentage

    By JButtrick, October 10, 2003
    • 2 replies
    • 1.9k views
    • 
    • g8r
    • October 10, 2003

23. Attribution and HCE's

    By Guest carsonv, October 10, 2003
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • October 10, 2003

24. K1 income

    By alexa, October 9, 2003
    • 2 replies
    • 1.6k views
    • 
    • R. Butler
    • October 10, 2003

25. Profit Sharing Plan - Sole Proprietor to LLC

    By Guest tgraham, October 7, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 7, 2003

26. 1.401a4-11g extended by Isabel?

    By Guest dsyrett, October 7, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 7, 2003

27. Deemed IRAs in Qualified Plans(Commingled Assets; separate trusts)

    By Guest RSNOW, October 6, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 7, 2003

28. When do the profit sharing contributions have to be deposited by?For a plan year that runs from 6/1/02 through 5/31/03?

    By Jilliandiz, October 6, 2003
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • October 7, 2003

29. Compensation for LLC taxed as partnership.

    By perkinsran, October 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 6, 2003

30. Integrated top-heavy plan, 1,000 hour/last day employment requirement, 401(a)(4); multiple formula situation because it's top-heavy?

    By R. Butler, October 2, 2003
    • 14 replies
    • 3.2k views
    • 
    • Mike Preston
    • October 13, 2012

31. Software suggestions for self-employed/partnership calculations

    By Guest duh, October 1, 2003
    • 4 replies
    • 2.6k views
    • 
    • Archimage
    • October 2, 2003

32. Could a collective trust fund of a bank hold individual group annuity contracts?

    By Guest vantagepension, September 30, 2003
    • 7 replies
    • 14.2k views
    • 
    • alanm
    • September 1, 2004

33. Are the proposed regs on deemed IRAs issued 5/20/2003 the latest guidance we have?

    By Guest RSNOW, September 30, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 30, 2003

34. Self-Employed Compensation and Employer Deduction

    By Archimage, September 30, 2003
    • 1 reply
    • 912 views
    • 
    • Mike Preston
    • September 30, 2003

35. Failure to take required minimum distribution

    By Guest taj32z, September 29, 2003
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • September 29, 2003

36. New plan after sponsor emerges from bankruptcy; does sponsor have to count years of service before plan establishment for purposes of vesting?

    By Guest CJS, September 26, 2003
    • 2 replies
    • 904 views
    • 
    • Guest
    • September 29, 2003

37. Sponsor did not fully fund the profit sharing contribution deduction shown on 2001 tax return; how to handle 2001 allocation report?

    By eilano, September 25, 2003
    • 2 replies
    • 1.3k views
    • 
    • eilano
    • September 26, 2003

38. Irrevocable waivers for members of religious sect

    By rcline46, September 25, 2003
    • 0 replies
    • 926 views
    • 
    • rcline46
    • September 25, 2003

39. What's best retirement vehicle for this Schedule C participant: Uni-K or traditional profit sharing plan?

    By Lori H, September 24, 2003
    • 11 replies
    • 4.8k views
    • 
    • Mary Kay Foss
    • October 17, 2003

40. Deductibility - change in corporate tax year

    By Guest bill parks, September 23, 2003
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 25, 2003

41. Corp/plan sponsor is owned by 2 individuals; becomes partnership owned by the two individuals' corps; can corporations participate in the partnership's retirement plan?

    By Gilmore, September 23, 2003
    • 2 replies
    • 2.2k views
    • 
    • Gilmore
    • September 23, 2003

42. Participant mistakenly got distribution during merger of MP into PS; how to correct?

    By dmb, September 22, 2003
    • 1 reply
    • 1.1k views
    • 
    • ljr
    • September 22, 2003

43. National Employee Savings & Trust Equity Guarantee Act of 2003

    By jevd, September 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • TCWalker
    • September 22, 2003

44. Change of Trustees

    By Guest DIGMYDOG, September 19, 2003
    • 3 replies
    • 2.4k views
    • 
    • ljr
    • September 22, 2003

45. Spin-offs

    By Belgarath, September 19, 2003
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • September 19, 2003

46. Leave of Absence

    By DP, September 18, 2003
    • 5 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • September 19, 2003

47. Integrated allocation in profit sharing plan; don't understand how the document's "comp plus excess comp" formula works

    By Lori H, September 15, 2003
    • 15 replies
    • 4.6k views
    • 
    • Tom Poje
    • September 26, 2003

48. Loan as investment in DB Plan

    By dmb, September 12, 2003
    • 5 replies
    • 1.1k views
    • 
    • mbozek
    • September 16, 2003

49. Various questions in Affiliated Service Group situation; interlocking law firms

    By R. Butler, September 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • September 26, 2003

50. Canadian same-sex marriages

    By Guest rose1, September 10, 2003
    • 2 replies
    • 1k views
    • 
    • mbozek
    • September 10, 2003