Retirement Plans in General

5,753 topics in this forum

1. Software suggestions for self-employed/partnership calculations

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

2. 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

3. Self-Employed Compensation and Employer Deduction

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

4. 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

5. Failure to take required minimum distribution

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

6. 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

7. 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

8. 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

9. Deductibility - change in corporate tax year

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

10. Irrevocable waivers for members of religious sect

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

11. 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

12. Change of Trustees

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

13. 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

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

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

15. Spin-offs

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

16. Leave of Absence

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

17. Loan as investment in DB Plan

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

18. Canadian same-sex marriages

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

19. Summary Plan Description/Plan Document

    By Jilliandiz, September 9, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2003

20. Information to share on rule of parity application to employees

    By Guest LMalone, November 20, 2000
    • 1 reply
    • 3.5k views
    • 
    • Guest
    • September 9, 2003

21. "401(a) Plan"???

    By Guest barkley, September 8, 2003
    • 6 replies
    • 2k views
    • 
    • david rigby
    • September 8, 2003

22. Rehires

    By Guest carsca, September 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 5, 2003

23. Bad Boy Clause

    By Guest taj32z, September 3, 2003
    • 5 replies
    • 3.3k views
    • 
    • Medusa
    • September 5, 2003

24. temp employees hired full time

    By eilano, September 4, 2003
    • 2 replies
    • 2.1k views
    • 
    • KJohnson
    • September 4, 2003

25. Control Group Testing

    By Guest LoloV, September 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 3, 2003

26. Top Heavy testing w/rollovers

    By Belgarath, August 29, 2003
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • September 3, 2003

27. Corp deduction on 2002 contribution

    By imchipbrown, August 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • September 2, 2003

28. Different Contribution rates per division

    By Guest velll, August 29, 2003
    • 1 reply
    • 913 views
    • 
    • Blinky the 3-eyed Fish
    • September 2, 2003

29. ERISA rules

    By Guest REIL guy, August 6, 2003
    • 3 replies
    • 1.5k views
    • 
    • Erik Read
    • August 28, 2003

30. ASPA National Conference

    By AndyH, August 27, 2003
    • 8 replies
    • 2.2k views
    • 
    • Erik Read
    • August 28, 2003

31. GUST Deadline

    By ljr, August 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • August 28, 2003

32. 2003 415 Limits

    By DP, August 27, 2003
    • 12 replies
    • 2.2k views
    • 
    • DP
    • August 28, 2003

33. Pension benefit payout

    By Guest JD698, August 27, 2003
    • 1 reply
    • 1k views
    • 
    • Harwood
    • August 27, 2003

34. Can Partner Opt Out of Plan

    By jane123, August 19, 2003
    • 13 replies
    • 1.7k views
    • 
    • chris
    • August 25, 2003

35. Common Ownership Issue

    By pbarrett, August 21, 2003
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • August 25, 2003

36. Participant force out

    By Guest jhilliard, August 12, 2003
    • 17 replies
    • 5.6k views
    • 
    • Guest
    • August 19, 2003

37. Can sole prop delay contrib until 10/15?

    By Guest rickw, August 15, 2003
    • 7 replies
    • 1.2k views
    • 
    • mwyatt
    • August 16, 2003

38. Protecting Plan Assets upon plan termination

    By dmb, August 15, 2003
    • 2 replies
    • 947 views
    • 
    • david rigby
    • August 15, 2003

39. 411(d)(6) and Alternative Forms of Benefit

    By Guest NPWA, August 12, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 12, 2003

40. Is Insurance a protected benefit -- 411(d)(6)

    By jkharvey, July 24, 2003
    • 5 replies
    • 1.2k views
    • 
    • jaemmons
    • August 12, 2003

41. Non-Profit Entity and Deductions

    By Guest pension222, August 11, 2003
    • 0 replies
    • 911 views
    • 
    • Guest
    • August 11, 2003

42. Summary Annual Report

    By Lynn Campbell, August 8, 2003
    • 1 reply
    • 939 views
    • 
    • R. Butler
    • August 11, 2003

43. OK to name both a corporate co-trustee (e.g. a bank) and an employee of the plan sponsor as co-trustee?

    By Guest PensionPerson, August 8, 2003
    • 3 replies
    • 5.5k views
    • 
    • Guest
    • August 8, 2003

44. Vesting in frozen plan

    By Moe Howard, August 8, 2003
    • 9 replies
    • 4.9k views
    • 
    • david rigby
    • August 8, 2003

45. ABA JCEB Q and As

    By smm, August 7, 2003
    • 7 replies
    • 2k views
    • 
    • E as in ERISA
    • August 7, 2003

46. Amending a Standarized Document

    By Guest taj32z, August 5, 2003
    • 20 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 7, 2003

47. MP Plan Merger and Plan Year Change

    By MBCarey, August 7, 2003
    • 0 replies
    • 921 views
    • 
    • MBCarey
    • August 7, 2003

48. Missing Spouse -- pension withdrawal

    By Guest JD698, August 6, 2003
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • August 6, 2003

49. Non-union employees excludable?

    By Sully, July 31, 2003
    • 4 replies
    • 1.8k views
    • 
    • KJohnson
    • August 5, 2003

50. Eligible Employees Opt-Out

    By Jilliandiz, August 1, 2003
    • 6 replies
    • 6.2k views
    • 
    • MGB
    • August 4, 2003