Retirement Plans in General

5,817 topics in this forum

1. after tax contributions

   By eilano, December 18, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • December 18, 2003

2. Prototype Documents

   By Archimage, December 16, 2003
   • 10 replies
   • 1.7k views
   • 
   • g8r
   • December 17, 2003

3. Deductible Compensation

   By Lori Foresz, December 11, 2003
   • 2 replies
   • 1.4k views
   • 
   • Lori Foresz
   • December 11, 2003

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

   By Archimage, December 5, 2003
   • 10 replies
   • 2.6k views
   • 
   • KJohnson
   • December 11, 2003

5. Shared Employees/Substantially Full Time

   By Guest lwhittle, December 10, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • December 10, 2003

6. 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
   • 
   • david rigby
   • December 9, 2003

7. Property Held in Profit Sharing Plan

   By DP, December 8, 2003
   • 9 replies
   • 2.8k views
   • 
   • jevd
   • December 9, 2003

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

   By katieinny, December 8, 2003
   • 6 replies
   • 2.1k views
   • 
   • Everett Moreland
   • December 9, 2003

9. Required Minimum Distribution?

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

10. 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
    • 2k views
    • 
    • Guest
    • December 7, 2003

11. Controlled Group Considerations

    By SMB, December 4, 2003
    • 3 replies
    • 1.2k views
    • 
    • SRM
    • December 5, 2003

12. 412 (i) DB plan and Aggregation with DC plan

    By Guest shtoo, December 4, 2003
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • December 5, 2003

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

    By Guest TinaNewToPension, December 3, 2003
    • 8 replies
    • 1.5k views
    • 
    • E as in ERISA
    • December 5, 2003

14. ASG and multiple plan issues

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

15. USERRA help needed...

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

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

    By katieinny, December 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • December 4, 2003

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

    By Guest terric, December 2, 2003
    • 9 replies
    • 3.2k views
    • 
    • Appleby
    • December 3, 2003

18. Contribution Amount for a Single Member LLC

    By Archimage, December 2, 2003
    • 2 replies
    • 1.4k views
    • 
    • jevd
    • December 2, 2003

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

    By Jilliandiz, December 2, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 2, 2003

20. individual owns 2 unrelated companies

    By Guest nipa, November 26, 2003
    • 5 replies
    • 2.8k views
    • 
    • Harwood
    • November 28, 2003

21. Billing Issues with GUST and total plan document amendments

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

22. Contribution of appreciated property to retirement plan

    By bzorc, November 20, 2003
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • November 21, 2003

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

    By Guest gregens, November 14, 2003
    • 6 replies
    • 8.7k views
    • 
    • Appleby
    • November 20, 2003

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

    By Jilliandiz, November 4, 2003
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • November 20, 2003

25. Merged companies that split

    By eilano, November 19, 2003
    • 0 replies
    • 1k views
    • 
    • eilano
    • November 19, 2003

26. Merging plans with prohibited loan

    By Guest moosegirl, November 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • November 19, 2003

27. Must interest be credited to a money purchase plan on a contribution t

    By Guest Ingrid Fils, January 12, 2001
    • 6 replies
    • 2.8k views
    • 
    • Guest
    • November 19, 2003

28. Directed Investment Policy Issues

    By chris, November 13, 2003
    • 2 replies
    • 1.1k views
    • 
    • chris
    • November 19, 2003

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

    By Lynn Campbell, November 18, 2003
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • November 18, 2003

30. Target Benefit Plan Issues

    By chris, October 30, 2003
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • November 17, 2003

31. PEO Question

    By Guest mab, November 5, 2003
    • 5 replies
    • 1.7k views
    • 
    • Ron Snyder
    • November 13, 2003

32. Surgicenter/Affiliated Med. Practices & ASGs

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

33. Short plan year

    By Moe Howard, October 30, 2002
    • 8 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2003

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

    By Guest YATPA, October 30, 2003
    • 3 replies
    • 2.4k views
    • 
    • Ron Snyder
    • November 11, 2003

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

    By FundeK, October 29, 2003
    • 7 replies
    • 3.1k views
    • 
    • Belgarath
    • November 11, 2003

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

    By Guest jusducki, October 30, 2003
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • October 31, 2003

37. Required to Amendment for SPD's

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

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

    By Guest tl6056john, October 19, 2003
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • October 29, 2003

39. Rollover from foreign plan?

    By Guest draper, October 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 28, 2003

40. Money Purchase Plan converted to a profit sharing plan

    By eilano, October 28, 2003
    • 0 replies
    • 1.1k views
    • 
    • eilano
    • October 28, 2003

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

    By Guest jhilliard, October 28, 2003
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • October 28, 2003

42. Recognizing predecessor employer

    By Guest picwrc, October 27, 2003
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • October 27, 2003

43. Year of Service definition

    By Guest mpark, October 27, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 27, 2003

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

    By chris, October 22, 2003
    • 15 replies
    • 3.8k views
    • 
    • david rigby
    • October 25, 2003

45. Disregardable Vesting Service

    By dmb, October 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • October 24, 2003

46. Pension Equity Plans

    By Guest cosmo01, October 20, 2003
    • 28 replies
    • 5.6k views
    • 
    • david rigby
    • October 24, 2003

47. Terminated DC plans and Lost Participants

    By david shipp, October 23, 2003
    • 0 replies
    • 1.1k views
    • 
    • david shipp
    • October 23, 2003

48. Profit Sharing Plan for One Employee

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

49. 4975 Disqualified Person Question

    By Guest cgriffin, October 20, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 20, 2003

50. 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
    • 5k views
    • 
    • Mary Kay Foss
    • October 17, 2003