Retirement Plans in General

5,848 topics in this forum

1. Compensation used for integrated allocation

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

2. SPD claims procedure

   By Guest Hilarion, January 23, 2004
   • 1 reply
   • 1.7k views
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   • QDROphile
   • January 23, 2004

3. Laid Off Employees - Receive Allocation?

   By Guest Suanne, January 21, 2004
   • 8 replies
   • 2.1k views
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   • Jed Macy
   • January 22, 2004

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

   By Luis Miguel, January 21, 2004
   • 9 replies
   • 2.3k views
   • 
   • Jed Macy
   • January 22, 2004

5. 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
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   • katieinny
   • January 21, 2004

6. 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
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   • Harwood
   • January 21, 2004

7. Doesn't anyone understand insurable interest anymore?

   By david rigby, January 20, 2004
   • 11 replies
   • 11.6k views
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   • Kirk Maldonado
   • January 21, 2004

8. Revenue Procedure 2004-8

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

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

   By Guest Donna Neuhauser, January 14, 2004
   • 3 replies
   • 1.6k views
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   • chris
   • January 15, 2004

10. Participant Request

    By chris, January 15, 2004
    • 5 replies
    • 1.6k views
    • 
    • chris
    • January 15, 2004

11. Bonding Question

    By Guest curmudgeon, December 31, 2003
    • 1 reply
    • 1.3k views
    • 
    • Harwood
    • January 14, 2004

12. excluding statutory employees

    By eilano, January 14, 2004
    • 0 replies
    • 1.3k views
    • 
    • eilano
    • January 14, 2004

13. PTE for Real Estate Purchase

    By Archimage, January 14, 2004
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • January 14, 2004

14. Non-Profit as a beneficiary

    By Guest RAA, January 13, 2004
    • 8 replies
    • 2.1k views
    • 
    • E as in ERISA
    • January 14, 2004

15. Funding of employer contribution by credit card

    By Medusa, January 6, 2004
    • 10 replies
    • 2.5k views
    • 
    • Medusa
    • January 9, 2004

16. Target Benefit Issue

    By chris, January 8, 2004
    • 7 replies
    • 1.9k views
    • 
    • mwyatt
    • January 9, 2004

17. Target Benefit and EGTRRA Limits

    By mwyatt, January 8, 2004
    • 12 replies
    • 3.1k views
    • 
    • mwyatt
    • January 9, 2004

18. Reimbursement of Plan Sponsor by Plan for Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 8.8k views
    • 
    • Guest
    • January 6, 2004

19. Control Groups

    By Guest terric, December 19, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • December 31, 2003

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

    By FundeK, December 31, 2003
    • 0 replies
    • 1.3k views
    • 
    • FundeK
    • December 31, 2003

21. Employee in Two Plans

    By DP, December 29, 2003
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • December 29, 2003

22. New regs on QJSA/QPSA explanations

    By Belgarath, December 22, 2003
    • 13 replies
    • 4.2k views
    • 
    • Mike Preston
    • December 26, 2003

23. Merry Christmas and Happy Holidays to all.

    By jevd, December 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • joel
    • December 24, 2003

24. Form 2848

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

25. 401(a)(9) Regs

    By MarZDoates, December 23, 2003
    • 3 replies
    • 1.7k views
    • 
    • MarZDoates
    • December 23, 2003

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

    By Guest DIGMYDOG, December 15, 2003
    • 1 reply
    • 1.3k views
    • 
    • chris
    • December 23, 2003

27. 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
    • 2.4k views
    • 
    • Guest
    • December 22, 2003

28. 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
    • 1.2k views
    • 
    • Fredman
    • December 22, 2003

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

    By Guest cash, December 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • December 22, 2003

30. 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
    • 1.6k views
    • 
    • Mike Preston
    • December 22, 2003

31. Missing Participants

    By Archimage, December 19, 2003
    • 4 replies
    • 1.9k views
    • 
    • imchipbrown
    • December 19, 2003

32. after tax contributions

    By eilano, December 18, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • December 18, 2003

33. Prototype Documents

    By Archimage, December 16, 2003
    • 10 replies
    • 2k views
    • 
    • g8r
    • December 17, 2003

34. Deductible Compensation

    By Lori Foresz, December 11, 2003
    • 2 replies
    • 1.7k views
    • 
    • Lori Foresz
    • December 11, 2003

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

    By Archimage, December 5, 2003
    • 10 replies
    • 2.9k views
    • 
    • KJohnson
    • December 11, 2003

36. Shared Employees/Substantially Full Time

    By Guest lwhittle, December 10, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 10, 2003

37. 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
    • 3k views
    • 
    • david rigby
    • December 9, 2003

38. Property Held in Profit Sharing Plan

    By DP, December 8, 2003
    • 9 replies
    • 3.4k views
    • 
    • jevd
    • December 9, 2003

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

    By katieinny, December 8, 2003
    • 6 replies
    • 2.4k views
    • 
    • Everett Moreland
    • December 9, 2003

40. Required Minimum Distribution?

    By Jilliandiz, December 8, 2003
    • 2 replies
    • 1.9k views
    • 
    • jaemmons
    • December 8, 2003

41. 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
    • 2.3k views
    • 
    • Guest
    • December 7, 2003

42. Controlled Group Considerations

    By SMB, December 4, 2003
    • 3 replies
    • 1.4k views
    • 
    • SRM
    • December 5, 2003

43. 412 (i) DB plan and Aggregation with DC plan

    By Guest shtoo, December 4, 2003
    • 8 replies
    • 3.7k views
    • 
    • Guest
    • December 5, 2003

44. Not sure we have a trust; using a prototype document

    By Guest TinaNewToPension, December 3, 2003
    • 8 replies
    • 1.7k views
    • 
    • E as in ERISA
    • December 5, 2003

45. ASG and multiple plan issues

    By SRM, December 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • SRM
    • December 4, 2003

46. USERRA help needed...

    By chris, December 4, 2003
    • 0 replies
    • 1.3k views
    • 
    • chris
    • December 4, 2003

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

    By katieinny, December 2, 2003
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • December 4, 2003

48. Required Minimum Distributions from an IRA and a Profit Sharing Plan

    By Guest terric, December 2, 2003
    • 9 replies
    • 3.5k views
    • 
    • Appleby
    • December 3, 2003

49. Contribution Amount for a Single Member LLC

    By Archimage, December 2, 2003
    • 2 replies
    • 1.5k views
    • 
    • jevd
    • December 2, 2003

50. Profit Sharing Plan Contribution was allocated incorrectly....what can I do to correct this?

    By Jilliandiz, December 2, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • December 2, 2003